BETA

BOWMAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BOWMAN FAMILY FOUNDATION (EIN 13-3801244)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202423199349104387
Schema version
2023v5.1
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)
Return2024-11-14T14:42:22-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133801244EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bowman Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Brandywine Trust CompanyInCareOfNm
Business Name ControlBOWMBusinessNameControlTxt
Phone3022345750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BRANDYWINE 7234 LANCASTER PKE 300AAddressLine1Txt
CityHockessinCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19707ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personmatthias bowmanPersonNm
Person TitlepresidentPersonTitleTxt
Phone3022345750PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,060,071FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$125,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$39,278InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39,278InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$30,490DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,490DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$587,761NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$400,464GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$583,307CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$109,915OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$98,882OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$892,444TotalRevAndExpnssAmt
Total Net Invst Incm$751,957TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$789,136OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,887OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$775,249OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,346TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$7,378TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$7,378TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$49,300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$39,215OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,271OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$855,160TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$53,102TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$790,898TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,610ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,610ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$896,770TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$53,102TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$832,508TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,326ExcessRevenueOverExpensesAmt
Net Investment Income$698,855NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$207,856SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$411,810SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$411,810SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,933,069CorporateStockBOYAmt
Corporate Stock EOY$2,040,197CorporateStockEOYAmt
Corporate Stock EOYFMV$2,376,800CorporateStockEOYFMVAmt
Other Investments BOY$2,305,813OtherInvestmentsBOYAmt
Other Investments EOY$1,990,405OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,271,461OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,446,738TotalAssetsBOYAmt
Total Assets EOY$4,442,412TotalAssetsEOYAmt
Total Assets EOYFMV$5,060,071TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,446,738RetainedEarningBOYAmt
Retained Earning EOY$4,442,412RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,446,738TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,442,412TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,446,738TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,442,412TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,446,738TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,326ExcessRevenueOverExpensesAmt
Subtotal$4,442,412SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,442,412TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
Publicly-traded Securities$400,464$360,217$40,247$40,247
Passthrough K1 Capital Gain/(Loss)$593,671
BAKER COMMUNICATIONS FUND II (QP) LP$50,611-$50,611-$50,611P2000-12-312023-04-21
FieldValueIRS element (for citing)
Capital Gain Net Income$583,307CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,714InvestmentIncomeExciseTaxAmt
Subtotal$9,714SubtotalAmt
Tax Based On Investment Income$9,714TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,618EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$7,300ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$17,918TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8,204OverpaymentAmt
Applied To ES Tax$8,204AppliedToESTaxAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Brandywine Trust CompanyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3022345750PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line155 WALLS DRIVE FL 3AddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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
Matthias B Bowman
BRANDYWINE 7234 LANCASTER PKE 300AHockessinDE19707Pres, Sec, Treas, Dir1.0$0$0$0
Penny M Bowman
BRANDYWINE 7234 LANCASTER PKE 300AHockessinDE19707VP, Dir1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RESEARCH TRIANGLE INSTITUTE
PO BOX 12194RESEARCH TRIANGLE PARKNC27709Philanthropic Cons$302,926
VREDEVELD STRATEGIES LLC
9213 HIDDEN CREEK DRIVEGREAT FALLSVA22066Philanthropic Cons$252,006
FAIR Health Inc
PO BOX 3820NEW YORKNY10163Philanthropic Cons$55,000
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,045,963AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$641,230AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,271,461FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,958,654TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,958,654AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,380CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,884,274NetVlNoncharitableAssetsAmt
Minimum Investment Return$244,214MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$244,214MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,714TaxBasedOnInvestmentIncomeAmt
Income Tax$1,531IncomeTaxAmt
Total Tax$11,245TotalTaxAmt
Distributable Before Adj$232,969DistributableBeforeAdjAmt
Distributable Before Ded$232,969DistributableBeforeDedAmt
Distributable As Adjusted$232,969DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$832,508ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$832,508QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$232,969DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$161,081ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$161,081TotalExcessDistributionCyovAmt
Qualifying Distributions$832,508QualifyingDistributionsAmt
Applied To Current Year$232,969AppliedToCurrentYearAmt
Remaining Distri From Corpus$599,539RemainingDistriFromCorpusAmt
Total Corpus$760,620TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$760,620ExcessDistriCyovToNextYrAmt
Excess From Year1$161,081ExcessFromYear1Amt
Excess From Current Year$599,539ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMatthias B BowmanContributingManagerNm
Contributing ManagerPenny M BowmanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY COALITIONS HEALTH INSTITUTE
1015 18TH ST NW STE 705WASHINGTONDC20036N/ASO IFor the Annual Forum Workshop "Emerging Excellence in Mental Health Strategy"$10,000
SCARSDALE VOLUNTEER AMBULANCE CORPS INC
PO BOX 92SCARSDALENY10583N/APCGeneral & Unrestricted$1,000
TREATMENT ADVOCACY CENTER
200 N GLEBE ROAD SUITE 801ARLINGTONVA22203N/APCCharitable Event$5,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3535 MARKET ST SUITE 750PHILADELPHIAPA19104N/APCTo Support the study by Shari Jager-Hyman, Ph.D., ET AL - "Proposal to Leverage Penn's Collaborative Care Infrastructure to Optimize Suicide Prevention Practices"$21,610
VILLAGE OF SCARSDALE
1001 POST RDSCARSDALENY10583N/AGOVPolice Department Fund$2,000
WILLIAMS COLLEGE
75 PARK STWILLIAMSTOWNMA01267N/APCWilliams Alumni Fund (1970 50th Reunion Gift)$1,000
YALE UNIVERSITY
BOX 7611NEW HAVENCT06519N/APCDaniel Raymond Wong Neurology Fund$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,610TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,278ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,490ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$4,454UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$583,307ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
K-1 Inc/Loss525990$6,90914$100,639
Federal Tax Refund01$2,367

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$11,363UnrelatedBusinessTaxblIncmAmt
Exclusion$756,081ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$767,444TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonNA for Behavioral HealthcareContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1900 17th St NW Suite 420AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Total Contributions$125,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierPART I LINE 6A (990-PF)IdentifierTxt
Form And Line ReferencePART I LINE 6A (990-PF)FormAndLineReferenceDesc
Medium ExplanationRECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $583,307 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $4,454 TOTAL PART I, LINE 6A: $587,761 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $400,464 BOOK BASIS: $360,217 NET GAIN/(LOSS): $40,247 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $593,671 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $- BOOK BASIS: $50,611 NET GAIN/(LOSS): $(50,611)MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SPDR S&P 500 ETF TRUST$1,740,312$2,083,283
VANGUARD TOTAL WORLD STK INDEX$299,885$293,517

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BRANDYTRUST GLOBAL PRTNRS, LP$277,824$277,826
BRANDYTRUST MULTI-STRATEGY PRT$1,657,506$1,993,635
WINE.COM-COMMON$21,753
WINE.COM-SERIES A-1$11,357
WINE.COM-SERIES B-1$4,510
WINE.COM-SERIES C-1$1,804
WINE.COM-SERIES D-1$14,269
WINE.COM-SERIES E-1$1,382

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$5,046$5,046
Bank Charges$559$559
Indemnification Insurance$2,765$2,765
K-1 Exp BRANDYTRUST GLOBAL PRT$4,392$4,392
K-1 Exp BRANDYTRUST MULTI-STRA$36,078$34,264
State or Local Filing Fees$325$325
Website Hosting/Support$135$135

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss BRANDYTRUST GLOBAL PRTNRS, LP$8,669$8,710
K-1 Inc/Loss BRANDYTRUST MULTI-STRATEGY PRTNRS, L$98,879$90,172
Federal Tax Refund$1,717
State Tax Refund$650

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administration of Foundation$20,300$20,300
Investment Management Services$13,887$13,887
Philanthropic Consulting Srvcs$754,949$754,949

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonN A for Behavioral HealthcarePersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 17th St NW Suite 420AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$8,300
990-T Extension for 2022$100
IRS MISCELLANEOUS FEE$46
STATE INCOME TAX 2022$900

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