BRIGHAM FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRIGHAM FAMILY FOUNDATION (EIN 45-2457442)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-14
- IRS object ID
- 202530159349100053
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-14T08:37:10-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452457442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brigham Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BRIG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN BRIGHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-01-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,772,112 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,001,506 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,006 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,006 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,498 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,498 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$93,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,306,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $667,385 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$4,071 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,071 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $946,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $705,818 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $9,200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,888 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,688 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,505,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,505,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,527,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,518,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$580,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $705,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $165,432 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $446,568 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $446,568 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $133,311 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $133,311 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $133,311 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $133,311 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $972,726 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $114,483 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $164,856 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $160,785 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,077,750 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,436,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $855,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,772,112 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,436,325 | RetainedEarningBOYAmt |
| Retained Earning EOY | $855,664 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,436,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $855,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,436,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $855,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,436,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$580,661 | ExcessRevenueOverExpensesAmt |
| Subtotal | $855,664 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $855,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,306,020 | GrossSalesPriceAmt |
| Cost Or Other Basis | $638,635 | CostOrOtherBasisAmt |
| Gain Or Loss | $667,385 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $667,385 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $667,385 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,811 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,811 | SubtotalAmt |
| Tax Based On Investment Income | $9,811 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,897 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $914 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,811 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $397,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,211,061 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,737,017 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,737,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,055 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,710,962 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,811 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,811 | TotalTaxAmt |
| Distributable Before Adj | $75,737 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,737 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,737 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,518,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,518,188 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,737 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $903,497 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $403,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $482,200 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $528,912 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,358,334 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,676,598 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,518,188 | QualifyingDistributionsAmt |
| Applied To Current Year | $75,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,442,451 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,119,049 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $903,497 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,215,552 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $403,655 | ExcessFromYear4Amt |
| Excess From Year3 | $482,200 | ExcessFromYear3Amt |
| Excess From Year2 | $528,912 | ExcessFromYear2Amt |
| Excess From Year1 | $1,358,334 | ExcessFromYear1Amt |
| Excess From Current Year | $1,442,451 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Anne L Brigham | ContributingManagerNm |
| Contributing Manager | Ben M Brigham III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $240,000 |
| 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 fund | $200,000 |
| GLOBAL LIBERTY INSTITUTE USA | |||||||
| 1747 PENNSYLVANIA AVE NW 1000 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $200,000 |
| LIBERTAS INSTITUTE | |||||||
| 2183 W MAIN ST STE A102 | LEHI | UT | 84043 | N/A | PC | Children's Entrepreneur Market and Tuttle Twins Academy | $50,000 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | Center for Innovation in Education fund | $250,000 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | To support the National Center for Energy Analytics (NCEA) under the leadership of Mark Mills | $250,000 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | University Project fund | $57,500 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | Program support fund | $50,000 |
| THE ATLAS SOCIETY LTD | |||||||
| 22001 NORTHPARK DR STE 250 | KINGWOOD | TX | 77339 | N/A | PC | Anthem AI Animated Project | $58,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 2110 SPEEDWAY STOP B6006 | AUSTIN | TX | 78712 | N/A | GOV | Sales Center for Policy | $120,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 2110 SPEEDWAY STOP B6006 | AUSTIN | TX | 78712 | N/A | GOV | KK Salem Policy Center | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,505,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,006 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,498 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$93,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$4,071 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$54,779 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$54,779 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Anne L Brigham | |||||||
| 1 | 3806 Spirit Lake Cove | Austin | TX | 78746 | $501,506 | Yes (X) | |
| Ben M Brigham III | |||||||
| 2 | 5914 W Courtyard Dr Suite 320 | Austin | TX | 78730 | $500,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (49 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PROCTER GAMBLE CO PG, 17 sh. | $2,680 | 2024-02-09 |
| 1 | ROCKWELL AUTOMATION INC ROK, 13 sh. | $3,661 | 2024-02-09 |
| 1 | ROLLINS INC ROL, 118 sh. | $5,152 | 2024-02-09 |
| 1 | SALESFORCE.COM CRM, 39 sh. | $11,433 | 2024-02-09 |
| 1 | SCHLUMBERGER LTD SLB, 13 sh. | $616 | 2024-02-09 |
| 1 | SHERWIN-WILLIAMS CO SHW, 29 sh. | $9,025 | 2024-02-09 |
| 1 | NORDSON CP NDSN, 17 sh. | $4,460 | 2024-02-09 |
| 1 | O'REILLY AUTOMOTIVE INC ORLY, 7 sh. | $7,221 | 2024-02-09 |
| 1 | ORACLE CORP ORCL, 85 sh. | $9,905 | 2024-02-09 |
| 1 | PALO ALTO NETWORKS INC PANW, 24 sh. | $8,998 | 2024-02-09 |
| 1 | PARKER HANNIFIN CP PH, 13 sh. | $6,731 | 2024-02-09 |
| 1 | PHILLIPS 66 PSX, 24 sh. | $3,518 | 2024-02-09 |
| 1 | JP MORGAN CHASE JPM, 45 sh. | $7,847 | 2024-02-09 |
| 1 | LENNOX INTL INC LII, 23 sh. | $10,423 | 2024-02-09 |
| 1 | ELI LILLY & CO LLY, 28 sh. | $20,710 | 2024-02-09 |
| 1 | LINDE PLC COM LIN, 16 sh. | $6,657 | 2024-02-09 |
| 1 | MICROSOFT CORP MSFT, 66 sh. | $27,585 | 2024-02-09 |
| 1 | MICROSOFT CORP MSFT, 164 sh. | $68,545 | 2024-02-09 |
| 1 | CHUBB LIMITED CB, 5 sh. | $1,227 | 2024-02-09 |
| 1 | FAIR ISSAC & CO INC FICO, 5 sh. | $6,635 | 2024-02-09 |
| 1 | EQUIFAX INC EFX, 29 sh. | $7,232 | 2024-02-09 |
| 1 | BROADCOM INC AVGO, 11 sh. | $13,941 | 2024-02-09 |
| 1 | BENTLEY SYSTEMS INC CL B BSY, 36 sh. | $1,895 | 2024-02-09 |
| 1 | INTERACTIVE BROKERS GROUP, INC IBKR, 70 sh. | $6,778 | 2024-02-09 |
| 1 | BOSTON SCIENTIFIC BSX, 119 sh. | $7,762 | 2024-02-09 |
| 1 | BRIGHT HORIZONS FAMILY SOLUTIONS, INC BFAM, 12 sh. | $1,201 | 2024-02-09 |
| 1 | CHEMED CORP CHE, 1 sh. | $591 | 2024-02-09 |
| 1 | COSTCO WHOLESALE CORPORATION COST, 9 sh. | $6,505 | 2024-02-09 |
| 1 | ALPHABET INC CL A GOOGL, 65 sh. | $9,608 | 2024-02-09 |
| 1 | COOPER COMPANIES INC COO, 5 sh. | $1,869 | 2024-02-09 |
| 1 | AMAZON COM AMZN, 163 sh. | $28,165 | 2024-02-09 |
| 1 | AMERIPRISE FINANCIAL INC AMP, 19 sh. | $7,516 | 2024-02-09 |
| 1 | ANSYS INC ANSS, 12 sh. | $4,132 | 2024-02-09 |
| 1 | APPLIED MATERIALS INC AMAT, 42 sh. | $7,660 | 2024-02-09 |
| 1 | APPLE INC AAPL, 139 sh. | $26,270 | 2024-02-09 |
| 1 | BERKLEY W R CP WRB, 28 sh. | $2,237 | 2024-02-09 |
| 1 | S&P GLOBAL INC COM SPGI, 6 sh. | $2,617 | 2024-02-09 |
| 1 | TJX COMPANIES INC TJX, 114 sh. | $11,234 | 2024-02-09 |
| 1 | VISA INC V, 63 sh. | $17,365 | 2024-02-09 |
| 1 | WATSCO INC WSO, 20 sh. | $8,254 | 2024-02-09 |
| 1 | ATLAS COPCO AB A SHS ADR ATLKY, 450 sh. | $7,382 | 2024-02-12 |
| 1 | ASM INTERNATIONAL NV ASMIY, 20 sh. | $12,209 | 2024-02-12 |
| 1 | SCHNEIDER ELEC UNSP/ADR SBGSY, 112 sh. | $4,698 | 2024-02-12 |
| 1 | FERRARI NV RACE, 48 sh. | $18,646 | 2024-02-12 |
| 1 | ASML HOLDING NV NY REG SHS ASML, 18 sh. | $16,864 | 2024-02-12 |
| 1 | EXPERIAN GROUP LTD S/ADR EXPGY, 242 sh. | $10,302 | 2024-02-12 |
| 1 | ATLASSIAN CORP CL A TEAM, 27 sh. | $5,901 | 2024-02-12 |
| 1 | LINDE PLC COM LIN, 18 sh. | $7,552 | 2024-02-12 |
| 1 | NOVO NORDISK A S NVO, 184 sh. | $22,092 | 2024-02-12 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARCLAYS BANK PLC UO TC-CYN ND | $10,000 | $9,810 |
| JPM TA-CYN SPX 01/21/2027 | $20,000 | $20,100 |
| MORGAN STANLEY FIN LLC CAL LKD | $30,000 | $29,805 |
| MORGAN STANLEY FINANCE LLC SPX | $15,000 | $15,083 |
| MS FINANCE LLC SPX RTY DUE 10/ | $30,000 | $29,895 |
| UBS AG UO TC-CYN NDX RTY SPX 1 | $10,000 | $9,790 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ELIOS HOLDINGS LLC (FKA PERSEU | CategoryOrItemTxt |
| Book Value | $160,785 | BookValueAmt |
| EOYFMV | $1,077,750 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,505,500. This amount represents 25% or more of the Foundation's net assets of $2,340,310 (as measured by fair market value) at the beginning of the Foundation's taxable year ending June 30, 2024. 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. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,663 | $12,663 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss ELIOS HOLDINGS LLC (FKA PERSEUS) | Desc |
| Revenue And Expenses Per Books | -$4,071 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$4,071 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERSEUS HOLDINGS USA LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $133,311 | LoanOriginalAmt |
| Balance Due | $133,311 | BalanceDueAmt |
| Note | 2020-10 | NoteDt |
| Loan Maturity | 2024-10 | LoanMaturityDt |
| Repayment Terms | PRINCIPAL & INTEREST UPON MATURITY | RepaymentTermsTxt |
| Interest | 8. | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | INVESTMENT | LoanPurposeTxt |
| Lender Consideration | N/A 0 | LenderConsiderationDesc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $7,200 |
| 990-PF Extension for 2023 | $2,000 |