THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION (EIN 61-6356351)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202501359349103175
Schema version
2024v5.0
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)
Return2025-05-15T13:27:09-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-02SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW R HILBERTPreparerPersonNm
PTINP01437997PTIN
Phone2158816015PhoneNum
Preparation2025-05-02PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,425,183FMVAssetsEOYAmt
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$14,833InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,833InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$53,343DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,343DividendsNetInvstIncmAmt
Total Rev And Expnss$68,176TotalRevAndExpnssAmt
Total Net Invst Incm$68,176TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$9,116OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,116OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$436TaxesRevAndExpnssAmt
Taxes Net Invst Incm$436TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,552TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,552TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$146,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$146,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$156,052TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,552TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$146,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$87,876ExcessRevenueOverExpensesAmt
Net Investment Income$58,624NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$840,087SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$752,505SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$752,505SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$527,898CorporateStockBOYAmt
Corporate Stock EOY$527,898CorporateStockEOYAmt
Corporate Stock EOYFMV$1,031,104CorporateStockEOYFMVAmt
Corporate Bonds BOY$731,371CorporateBondsBOYAmt
Corporate Bonds EOY$731,371CorporateBondsEOYAmt
Corporate Bonds EOYFMV$641,574CorporateBondsEOYFMVAmt
Total Assets BOY$2,099,356TotalAssetsBOYAmt
Total Assets EOY$2,011,774TotalAssetsEOYAmt
Total Assets EOYFMV$2,425,183TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,099,356RetainedEarningBOYAmt
Retained Earning EOY$2,011,774RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,099,356TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,011,774TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,099,356TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,011,774TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,099,356TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$87,876ExcessRevenueOverExpensesAmt
Other Increases$294OtherIncreasesAmt
Subtotal$2,011,774SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,011,774TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$815InvestmentIncomeExciseTaxAmt
Subtotal$815SubtotalAmt
Tax Based On Investment Income$815TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,042EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$20,042TotalPaymentsAndCreditsAmt
Overpayment$19,227OverpaymentAmt
Applied To ES Tax$19,227AppliedToESTaxAmt

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$1,617,255AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$783,649AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,400,904TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,400,904AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,014CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,364,890NetVlNoncharitableAssetsAmt
Minimum Investment Return$118,245MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$118,245MinimumInvestmentReturnAmt
Tax Based On Investment Income$815TaxBasedOnInvestmentIncomeAmt
Total Tax$815TotalTaxAmt
Distributable Before Adj$117,430DistributableBeforeAdjAmt
Distributable Before Ded$117,430DistributableBeforeDedAmt
Distributable As Adjusted$117,430DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$146,500ExpensesAndContributionsAmt
Qualifying Distributions$146,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$117,430DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$94,060ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,397ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$289,955ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$303,646ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$718,058TotalExcessDistributionCyovAmt
Qualifying Distributions$146,500QualifyingDistributionsAmt
Applied To Current Year$117,430AppliedToCurrentYearAmt
Remaining Distri From Corpus$29,070RemainingDistriFromCorpusAmt
Total Corpus$747,128TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$94,060ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$653,068ExcessDistriCyovToNextYrAmt
Excess From Year4$30,397ExcessFromYear4Amt
Excess From Year2$289,955ExcessFromYear2Amt
Excess From Year1$303,646ExcessFromYear1Amt
Excess From Current Year$29,070ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 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$10,000SUITE 101
JOSHUA M FREEMAN FOUNDATION
31255 AMERICANA PARKWAYSELBYVILEDE19975GENERALOPERATIONS IN SUPPORT$5,000
LEUKEMIA & LYMPHOMA SOCIETY INC
PO BOX 22324NEW ORKNY10087CAMPAIGN SUPPORTING AGAINST CANCER$1,500
N STREET VILLAGE INC
1331 N STREET NWWASHINGTONDC20005GENERAL OPERATIONS IN SUPPORT$5,000
NATIONAL CENTER FOR CHILDREN AND FA
6301 GREENTREE ROADBETHESDAMD20817GENERAL OPERATING IN SUPPORT$25,000
WASHINGTON DC POLICE FOUNDATION
1310 L STREET NWWASHINGTONDC20005GENERAL OPERATIONS IN SUPPORT$5,000STE 325
WOLF TRAP FOUNDATION
1645 TRAP ROADVIENNAVA22182GENERAL OPERATING SUPPORT$20,000
WASHINGTON BALLET
3515 WISCONSIN AVE NWWASHINGTONDC20016GENERAL OPERATING SUPPORT$5,000
THE ARC
2000 PENNSYLVANIA AVE NWWASHINGTONDC20006GENERAL OPERATING SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$146,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,833ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,343ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$68,176ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,176TotalIncomeProducingActyAmt

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$641,574EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCKS
DOMESTIC EQUITIES$338,135$830,243
INTERNATIONAL$189,763$200,861

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCESDesc
Amt$294Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVEST ADVISORY FEE NFL 0077CategoryTxt
Amt$9,116Amt
Net Investment Income$9,116NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELD NFS 0077CategoryTxt
Amt$436Amt
Net Investment Income$436NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.