THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION (EIN 61-6356351)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202423209349106817
Schema version
2023v5.0
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)
Return2024-11-15T17:07:28-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Line1165 TOWNSHIP LINE RD STE 3000AddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

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

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
Signature2024-11-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW R HILBERTPreparerPersonNm
PTINP01437997PTIN
Phone2158816015PhoneNum
Preparation2024-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,359,679FMVAssetsEOYAmt
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$9,003InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,003InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$47,584DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,584DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,021NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,349,744GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,021CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$73,608TotalRevAndExpnssAmt
Total Net Invst Incm$73,608TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$26,600OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$26,600OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$629TaxesRevAndExpnssAmt
Taxes Net Invst Incm$629TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$27,229TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,229TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$422,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$422,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$449,229TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,229TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$422,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$375,621ExcessRevenueOverExpensesAmt
Net Investment Income$46,379NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$49,686CashBOYAmt
Sav And Temp Cash Invst EOY$840,087SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$840,087SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,171,371CorporateStockBOYAmt
Corporate Stock EOY$527,898CorporateStockEOYAmt
Corporate Stock EOYFMV$869,190CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,254,336CorporateBondsBOYAmt
Corporate Bonds EOY$731,371CorporateBondsEOYAmt
Corporate Bonds EOYFMV$650,402CorporateBondsEOYFMVAmt
Total Assets BOY$2,475,393TotalAssetsBOYAmt
Total Assets EOY$2,099,356TotalAssetsEOYAmt
Total Assets EOYFMV$2,359,679TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,475,393RetainedEarningBOYAmt
Retained Earning EOY$2,099,356RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,475,393TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,099,356TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,475,393TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,099,356TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,475,393TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$375,621ExcessRevenueOverExpensesAmt
Subtotal$2,099,772SubtotalAmt
Other Decreases$416OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,099,356TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN 4005P2023-12-31$225,613$227,799-$2,186-$2,186
JP MORGAN 4005P2023-12-31$1,124,131$1,104,924$19,207$19,207
FieldValueIRS element (for citing)
Capital Gain Net Income$17,021CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$645InvestmentIncomeExciseTaxAmt
Subtotal$645SubtotalAmt
Tax Based On Investment Income$645TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,687EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$20,687TotalPaymentsAndCreditsAmt
Overpayment$20,042OverpaymentAmt
Applied To ES Tax$20,042AppliedToESTaxAmt

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$2,094,883AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$321,334AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,416,217TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,416,217AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,243CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,379,974NetVlNoncharitableAssetsAmt
Minimum Investment Return$118,999MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$118,999MinimumInvestmentReturnAmt
Tax Based On Investment Income$645TaxBasedOnInvestmentIncomeAmt
Total Tax$645TotalTaxAmt
Distributable Before Adj$118,354DistributableBeforeAdjAmt
Distributable Before Ded$118,354DistributableBeforeDedAmt
Distributable As Adjusted$118,354DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$422,000ExpensesAndContributionsAmt
Qualifying Distributions$422,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$118,354DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$136,546ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$94,060ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,397ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$289,955ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$550,958TotalExcessDistributionCyovAmt
Qualifying Distributions$422,000QualifyingDistributionsAmt
Applied To Current Year$118,354AppliedToCurrentYearAmt
Remaining Distri From Corpus$303,646RemainingDistriFromCorpusAmt
Total Corpus$854,604TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$136,546ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$718,058ExcessDistriCyovToNextYrAmt
Excess From Year4$94,060ExcessFromYear4Amt
Excess From Year3$30,397ExcessFromYear3Amt
Excess From Year1$289,955ExcessFromYear1Amt
Excess From Current Year$303,646ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AIM HIGH CHARITABLE TRUST
139 CLINTON ROADWEYMOUTHMA021892023-2024 SCHOLARSHIPS$50,000
AUTISM SPEAKS
1060 STATE ROADPRINCETONNJ08540SUPPORT OF THE FUNDRAISING EFFORTS$5,0002ND FLOOR
BRIGHAM AND WOMEN'S HOSPITAL
116 HUNTINGTON AVENUEBOSTONMA02116SUPPORT OF THE CHASING HOPE LUNCHEON$10,0003RD FLOOR
BUILDING BRIDGES ACROSS THE RIVER
1901 MISSISSIPPI AVENUE SWASHINGTONDC20020GENERALOPERATIONS IN SUPPORT$5,000SUITE 101
CHILDREN'S HOSPITAL FOUNDATION
1 INVENTA PLACESILVER SPRINGMD20910GENERALOPERATIONS IN SUPPORT$25,0006TH FLOOR WEST
COLLEGETRACKS
8737 COLESVILLE RAODSILVER SPRINGMD20910GENERAL OPERATING SUPPORT$1,000SUITE 1010
INOVA HEALTH SYSTEM FOUNDATION
8110 GATEHOUSE ROADFALLS CHURCHVA22042GALA TO BENEFIT LIFE WITH CANCER$10,000EAST TOWER 2ND FL STE 200
THE JAMES BEARD FOUNDATION
167 WEST 12TH STREETNEW YORKNY10011GENERAL OPERATIONS IN SUPPORT$5,000
JOSHUA M FREEMAN FOUNDATION
31255 AMERICANA PARKWAYSELBYVILEDE19975GENERALOPERATIONS IN SUPPORT$5,000
LEUKEMIA & LYMPHOMA SOCIETY INC
PO BOX 22324NEW ORKNY10087CAMPAIGN SUPPORTING AGAINST CANCER$3,000
N STREET VILLAGE INC
1331 N STREET NWWASHINGTONDC20005GENERAL OPERATIONS IN SUPPORT$12,000
NATIONAL CENTER FOR CHILDREN AND FA
6301 GREENTREE ROADBETHESDAMD20817GENERAL OPERATING IN SUPPORT$45,000
PROCTOR ACADEMY
PO BOX 389ANDOVERNH03216PROCTOR FUND$25,000
PROCTOR ACADEMY
PO BOX 389ANDOVERNH03216STUDENT SUPPORT$156,000
WASHINGTON DC POLICE FOUNDATION
1310 L STREET NWWASHINGTONDC20005GENERAL OPERATIONS IN SUPPORT$5,000STE 325
WOLF TRAP FOUNDATION
1645 TRAP ROADVIENNAVA22182GENERAL OPERATING SUPPORT$20,000
SOUNDS TRUE FOUNDATION
PO BOX 1020LAFAYETTECO80026GENERAL OPERATING SUPPORT$15,000
MERIDIAN INTERNATIONAL CENTER
1630 CRESCENT PLACE NWWASHINGTONDC20008GENERAL OPERATING SUPPORT$5,000
DON BOSCOCRISTOREY
1010 LARCH AVENUETAKOMA PARKMD20912GENERAL OPERATING SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$422,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,003ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,584ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,021ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$73,608ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$73,608TotalIncomeProducingActyAmt

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$731,371EOYBookValueAmt
EOYFMV$650,402EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCKS
DOMESTIC EQUITIES$338,135$675,221
INTERNATIONAL$189,763$193,969

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TAX DIFFERENCESDesc
Amt$416Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
JP MORGAN 4005$24,419$24,419
INVEST ADVISORY FEE NFL 0077$2,181$2,181

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX WITHHELD JPM$301$301
FOREIGN TAX WITHHELD NFS 0077$328$328

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