2024-05-15T16:17:25-05:00 2023-06-30 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-07-01 452457442 Brigham Family Foundation % Foundation Source BRIG 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Ben Brigham President 8008391754 2024-05-15 true Ben Brigham 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 2340310 X 2232643 7239 7239 17353 17353 -18570 1508346 608753 14542 2253207 633345 0 10700 11753 11753 22453 0 11753 1427000 1427000 1449453 0 1438753 803754 633345 124404 165432 165432 133311 133311 133311 133311 180000 972726 963817 30000 164856 164856 1077750 632571 1436325 2340310 0 0 X 632571 1436325 632571 1436325 632571 1436325 632571 803754 1436325 1436325 Publicly-traded Securities 1508346 899593 608753 608753 608753 8803 8803 8803 8500 0 2000 10500 X 0 1697 1697 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Anne L Brigham Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Ben M Brigham III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 249982 350580 1211061 1811623 0 1811623 27174 1784449 89222 89222 8803 8803 80419 80419 80419 1438753 0 0 0 0 1438753 80419 2020 2019 2018 935152 903497 403655 482200 528912 3253416 1438753 80419 1358334 4611750 0 935152 3676598 903497 403655 482200 528912 1358334 Anne L Brigham Ben M Brigham III X AMERICAN CORNERSTONE INSTITUTE INC 50 F ST NW STE 530 WASHINGTON DC 20001 N/A PC Little Patriots Program 20000 AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT 6 HUTTON CENTRE DR STE 600 SANTA ANA CA 92707 N/A PC For three fellowships at the Ayn Rand University 240000 AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT 6 HUTTON CENTRE DR STE 600 SANTA ANA CA 92707 N/A PC Free Books to Teachers in the Texas Program 200000 GLOBAL LIBERTY INSTITUTE USA 1747 PENNSYLVANIA AVE NW 1000 WASHINGTON DC 20006 N/A PC General & Unrestricted 400000 TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVE AUSTIN TX 78701 N/A PC Life: Powered 167000 TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVE AUSTIN TX 78701 N/A PC Center for Innovation in Education Pledge 250000 THE UNIVERSITY OF TEXAS AT AUSTIN 2110 SPEEDWAY STOP B6006 AUSTIN TX 78712 N/A GOV KK Salem Policy Center 30000 THE UNIVERSITY OF TEXAS AT AUSTIN 2110 SPEEDWAY STOP B6006 AUSTIN TX 78712 N/A GOV Sales Center for Policy 120000 1427000 14 7239 14 17353 18 -18570 Federal Tax Refund 01 14542 20564 20564 false false false false false false false false false false X X 1 Brigham Anne L 3806 Spirit Lake Cove Austin TX 78746 976308 X 2 Brigham III Ben M 3806 Spirit Lake Cove Austin TX 78746 1256335 X 1 APPLE INC AAPL, 268 sh. 44818 2022-08-23 1 ACCENTURE PLC ACN, 20 sh. 6134 2022-08-23 1 ADOBE SYSTEMS, INC ADBE, 41 sh. 16827 2022-08-23 1 AUTOMATIC DATA PROCESSING INC ADP, 20 sh. 5115 2022-08-23 1 AMERIPRISE FINANCIAL INC AMP, 63 sh. 17472 2022-08-23 1 AMERICAN TOWER REIT INC AMT, 26 sh. 6919 2022-08-23 1 ROCKWELL AUTOMATION INC ROK, 9 sh. 2191 2022-08-23 1 REPUBLIC SVCS INC RSG, 50 sh. 7287 2022-08-23 1 RAYTHEON TECHNOLOGIES CORP RTX, 60 sh. 5546 2022-08-23 1 TJX COMPANIES INC TJX, 190 sh. 12139 2022-08-23 1 THERMO FISHER SCIENTIFIC INC TMO, 20 sh. 11459 2022-08-23 1 TEXAS INSTRUMENTS INC TXN, 56 sh. 9661 2022-08-23 1 MICROSOFT CORP MSFT, 98 sh. 27091 2022-08-23 1 MICROSOFT CORP MSFT, 362 sh. 100071 2022-08-23 1 NEXTERA ENERGY, INC NEE, 51 sh. 4487 2022-08-23 1 O'REILLY AUTOMOTIVE INC ORLY, 19 sh. 13681 2022-08-23 1 PROCTER GAMBLE CO PG, 18 sh. 2636 2022-08-23 1 PARKER HANNIFIN CP PH, 49 sh. 13992 2022-08-23 1 INTERCONTINENTAL EXCHANGE, INC ICE, 17 sh. 1810 2022-08-23 1 JOHNSON & JOHNSON JNJ, 5 sh. 831 2022-08-23 1 THE COCA-COLA CO KO, 178 sh. 11440 2022-08-23 1 LINDE PLC COM LIN, 39 sh. 11481 2022-08-23 1 MCDONALD'S CORP MCD, 42 sh. 10943 2022-08-23 1 MARSH AND MCLENNAN COMPANIES INC MMC, 52 sh. 8678 2022-08-23 1 ESTEE LAUDER COMPANIES INC EL, 21 sh. 5577 2022-08-23 1 EOG RESOURCES INC EOG, 74 sh. 9012 2022-08-23 1 ALPHABET INC CL A GOOGL, 580 sh. 66039 2022-08-23 1 HOME DEPOT INC HD, 20 sh. 6138 2022-08-23 1 HOME DEPOT INC HD, 53 sh. 16265 2022-08-23 1 HONEYWELL INTL HON, 12 sh. 2371 2022-08-23 1 AMAZON COM AMZN, 460 sh. 61465 2022-08-23 1 CHUBB LIMITED CB, 48 sh. 9443 2022-08-23 1 COSTCO WHOLESALE CORPORATION COST, 28 sh. 15178 2022-08-23 1 DIAGEO PLC ADS DEO, 25 sh. 4621 2022-08-23 1 DOLLAR GENERAL CORP DG, 47 sh. 11637 2022-08-23 1 DANAHER CORP DHR, 43 sh. 12214 2022-08-23 1 UNITEDHEALTH GROUP INC UNH, 20 sh. 10716 2022-08-23 1 UNION PACIFIC UNP, 36 sh. 8555 2022-08-23 1 VISA INC V, 114 sh. 23575 2022-08-23 1 AIA GROUP LTD ADR AAGIY, 398 sh. 15104 2022-08-24 1 ACCENTURE PLC ACN, 78 sh. 23888 2022-08-24 1 ALCON INC ALC, 37 sh. 2565 2022-08-24 1 BERKLEY W R CP WRB, 150 sh. 9947 2022-08-24 1 METTLER-TOLEDO INTL MTD, 10 sh. 12968 2022-08-24 1 NESTLE S.A NSRGY, 172 sh. 20662 2022-08-24 1 FERRARI NV RACE, 71 sh. 14456 2022-08-24 1 RESMED INC RMD, 88 sh. 19687 2022-08-24 1 STERIS PLC STE, 92 sh. 18909 2022-08-24 1 SIKA AG BEARER SHS SXYAY, 109 sh. 2541 2022-08-24 1 EXPERIAN GROUP LTD S/ADR EXPGY, 739 sh. 24343 2022-08-24 1 ICON PLC - AMERICAN DEPOSITARY SHARES ICLR, 54 sh. 12275 2022-08-24 1 HENRY JACK & ASSOC INC JKHY, 25 sh. 5015 2022-08-24 1 LPL FINANCIAL HOLDINGS INC LPLA, 56 sh. 12615 2022-08-24 1 LULULEMON ATHLETICA INC LULU, 63 sh. 20024 2022-08-24 1 LVMH MOET HENN UNSP LVMUY, 168 sh. 22887 2022-08-24 1 AON PLC CL A AON, 62 sh. 17814 2022-08-24 1 ASML HOLDING NV NY REG SHS ASML, 55 sh. 28899 2022-08-24 1 ATLAS COPCO AB A SHS ADR ATLKY, 948 sh. 10106 2022-08-24 1 CANADIAN PACIFIC RAILWAY LTD CP, 430 sh. 34641 2022-08-24 1 CSL LTD CSLLY, 198 sh. 19796 2022-08-24 1 DSV UNSP ADR EACH REPR 0.5 ORD DSDVY, 151 sh. 11651 2022-08-24 2 SITIO ROYALTIES CORP STR, 8700 sh. 250169 2023-01-24 2 SITIO ROYALTIES CORP STR, 38250 sh. 1006166 2023-06-21 BANK OF AMERICA TC-SPX 30000 28980 BARCLAYS BANK PLC L/O TC-CYN N 27000 26352 BOFA FINANCE LLCL/O TC-CYN MXE 30000 28740 CITIGROUP GLBL MKTS RTY SPX DU 10000 8840 CITIGROUP GLBL MKTS SPX RTY ND 5000 4995 MORGAN STANLEY FIN LLC CAL LKD 30000 28335 MORGAN STANLEY FINANCE LLC SPX 15000 14453 MORGAN STANLEY FINANCE 11/29 30000 28455 SITIO ROYALTIES CORP 795726 794667 ELIOS HOLDINGS LLC (FKA PERSEU 164856 1077750 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending June 30, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,427,000. This amount represents 25% or more of the Foundation's net assets of $1,510,208 (as measured by fair market value) at the beginning of the Foundation's taxable year ending June 30, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 11728 11728 State or Local Filing Fees 25 25 Federal Tax Refund 14542 PERSEUS HOLDINGS USA LLC 133311 133311 2020-10 2024-10 PRINCIPAL & INTEREST UPON MATURITY 8. NONE INVESTMENT N/A 0 990-PF Estimated Tax for 2023 8400 990-PF Extension for 2022 2300