2025-01-14T08:37:10-05:00 2024-06-30 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-07-01 452457442 Brigham Family Foundation % Foundation Source BRIG 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 BEN BRIGHAM PRESIDENT 8008391754 2025-01-06 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 1772112 X 1001506 6006 6006 36498 36498 -93212 1306020 667385 -4071 -4071 946727 705818 0 9200 12688 12688 21888 0 12688 1505500 1505500 1527388 0 1518188 -580661 705818 165432 446568 446568 133311 133311 133311 133311 972726 115000 114483 164856 160785 1077750 1436325 855664 1772112 0 0 X 1436325 855664 1436325 855664 1436325 855664 1436325 -580661 855664 855664 Publicly-traded Securities 1306020 638635 667385 667385 667385 9811 9811 9811 8897 0 914 9811 X 0 false false false false true false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false true 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 397817 128139 1211061 1737017 0 1737017 26055 1710962 85548 85548 9811 9811 75737 75737 75737 1518188 0 0 0 0 1518188 75737 903497 403655 482200 528912 1358334 3676598 1518188 75737 1442451 5119049 0 903497 4215552 403655 482200 528912 1358334 1442451 Anne L Brigham Ben M Brigham III X 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 fund 200000 GLOBAL LIBERTY INSTITUTE USA 1747 PENNSYLVANIA AVE NW 1000 WASHINGTON DC 20006 N/A PC General & Unrestricted 200000 LIBERTAS INSTITUTE 2183 W MAIN ST STE A102 LEHI UT 84043 N/A PC Children's Entrepreneur Market and Tuttle Twins Academy 50000 TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVE AUSTIN TX 78701 N/A PC Center for Innovation in Education fund 250000 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 250000 TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVE AUSTIN TX 78701 N/A PC University Project fund 57500 TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVE AUSTIN TX 78701 N/A PC Program support fund 50000 THE ATLAS SOCIETY LTD 22001 NORTHPARK DR STE 250 KINGWOOD TX 77339 N/A PC Anthem AI Animated Project 58000 THE UNIVERSITY OF TEXAS AT AUSTIN 2110 SPEEDWAY STOP B6006 AUSTIN TX 78712 N/A GOV Sales Center for Policy 120000 THE UNIVERSITY OF TEXAS AT AUSTIN 2110 SPEEDWAY STOP B6006 AUSTIN TX 78712 N/A GOV KK Salem Policy Center 30000 1505500 14 6006 14 36498 18 -93212 K-1 Inc/Loss 14 -4071 -54779 -54779 false false false false false false false false false false X X 1 Anne L Brigham 3806 Spirit Lake Cove Austin TX 78746 501506 X 2 Ben M Brigham III 5914 W Courtyard Dr Suite 320 Austin TX 78730 500000 X 1 PROCTER GAMBLE CO PG, 17 sh. 2680 2024-02-09 1 ROCKWELL AUTOMATION INC ROK, 13 sh. 3661 2024-02-09 1 ROLLINS INC ROL, 118 sh. 5152 2024-02-09 1 SALESFORCE.COM CRM, 39 sh. 11433 2024-02-09 1 SCHLUMBERGER LTD SLB, 13 sh. 616 2024-02-09 1 SHERWIN-WILLIAMS CO SHW, 29 sh. 9025 2024-02-09 1 NORDSON CP NDSN, 17 sh. 4460 2024-02-09 1 O'REILLY AUTOMOTIVE INC ORLY, 7 sh. 7221 2024-02-09 1 ORACLE CORP ORCL, 85 sh. 9905 2024-02-09 1 PALO ALTO NETWORKS INC PANW, 24 sh. 8998 2024-02-09 1 PARKER HANNIFIN CP PH, 13 sh. 6731 2024-02-09 1 PHILLIPS 66 PSX, 24 sh. 3518 2024-02-09 1 JP MORGAN CHASE JPM, 45 sh. 7847 2024-02-09 1 LENNOX INTL INC LII, 23 sh. 10423 2024-02-09 1 ELI LILLY & CO LLY, 28 sh. 20710 2024-02-09 1 LINDE PLC COM LIN, 16 sh. 6657 2024-02-09 1 MICROSOFT CORP MSFT, 66 sh. 27585 2024-02-09 1 MICROSOFT CORP MSFT, 164 sh. 68545 2024-02-09 1 CHUBB LIMITED CB, 5 sh. 1227 2024-02-09 1 FAIR ISSAC & CO INC FICO, 5 sh. 6635 2024-02-09 1 EQUIFAX INC EFX, 29 sh. 7232 2024-02-09 1 BROADCOM INC AVGO, 11 sh. 13941 2024-02-09 1 BENTLEY SYSTEMS INC CL B BSY, 36 sh. 1895 2024-02-09 1 INTERACTIVE BROKERS GROUP, INC IBKR, 70 sh. 6778 2024-02-09 1 BOSTON SCIENTIFIC BSX, 119 sh. 7762 2024-02-09 1 BRIGHT HORIZONS FAMILY SOLUTIONS, INC BFAM, 12 sh. 1201 2024-02-09 1 CHEMED CORP CHE, 1 sh. 591 2024-02-09 1 COSTCO WHOLESALE CORPORATION COST, 9 sh. 6505 2024-02-09 1 ALPHABET INC CL A GOOGL, 65 sh. 9608 2024-02-09 1 COOPER COMPANIES INC COO, 5 sh. 1869 2024-02-09 1 AMAZON COM AMZN, 163 sh. 28165 2024-02-09 1 AMERIPRISE FINANCIAL INC AMP, 19 sh. 7516 2024-02-09 1 ANSYS INC ANSS, 12 sh. 4132 2024-02-09 1 APPLIED MATERIALS INC AMAT, 42 sh. 7660 2024-02-09 1 APPLE INC AAPL, 139 sh. 26270 2024-02-09 1 BERKLEY W R CP WRB, 28 sh. 2237 2024-02-09 1 S&P GLOBAL INC COM SPGI, 6 sh. 2617 2024-02-09 1 TJX COMPANIES INC TJX, 114 sh. 11234 2024-02-09 1 VISA INC V, 63 sh. 17365 2024-02-09 1 WATSCO INC WSO, 20 sh. 8254 2024-02-09 1 ATLAS COPCO AB A SHS ADR ATLKY, 450 sh. 7382 2024-02-12 1 ASM INTERNATIONAL NV ASMIY, 20 sh. 12209 2024-02-12 1 SCHNEIDER ELEC UNSP/ADR SBGSY, 112 sh. 4698 2024-02-12 1 FERRARI NV RACE, 48 sh. 18646 2024-02-12 1 ASML HOLDING NV NY REG SHS ASML, 18 sh. 16864 2024-02-12 1 EXPERIAN GROUP LTD S/ADR EXPGY, 242 sh. 10302 2024-02-12 1 ATLASSIAN CORP CL A TEAM, 27 sh. 5901 2024-02-12 1 LINDE PLC COM LIN, 18 sh. 7552 2024-02-12 1 NOVO NORDISK A S NVO, 184 sh. 22092 2024-02-12 BARCLAYS BANK PLC UO TC-CYN ND 10000 9810 JPM TA-CYN SPX 01/21/2027 20000 20100 MORGAN STANLEY FIN LLC CAL LKD 30000 29805 MORGAN STANLEY FINANCE LLC SPX 15000 15083 MS FINANCE LLC SPX RTY DUE 10/ 30000 29895 UBS AG UO TC-CYN NDX RTY SPX 1 10000 9790 ELIOS HOLDINGS LLC (FKA PERSEU 160785 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, 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. Administrative Fees 12663 12663 State or Local Filing Fees 25 25 K-1 Inc/Loss ELIOS HOLDINGS LLC (FKA PERSEUS) -4071 -4071 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 2024 7200 990-PF Extension for 2023 2000