2023-08-15T12:44:07-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2023-01-01 861184053 BC FAMILY FOUNDATION INC C/O PKF O'CONNOR DAVIES LLP BCFA 2122862600 500 MAMARONECK AVENUE 301 HARRISON NY 10528 MICHAEL R CRANE PRESIDENT & DIRECTOR 2122862600 2023-08-15 1 MICHAEL CRANE 999009999 1 THOMAS BLANEY P00234022 2122862600 2023-08-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X X 0 X X 20879 20879 51524 51524 2923 4366182 2923 75326 75326 0 0 0 111252 0 111252 15485 0 15485 13818 13818 0 304 0 304 140859 13818 127041 6877543 125000 7018402 13818 252041 -6943076 61508 289711 4350764 0 0 2232315 0 0 6872790 0 0 0 0 X 0 0 0 0 6872790 0 6872790 0 6872790 0 6872790 -6943076 1397744 1327458 1327458 0 SALES OF PUBLICLY TRADED SECURITIES P 4366182 4363259 2923 2923 2923 855 0 855 0 855 24944 0 0 0 24944 0 24089 0 24089 0 0 0 0 0 0 0 0 0 1 1 1 DE 1 0 0 0 0 1 N/A INVERNESS COUNSEL LLC 2122072122 845 THIRD AVENUE NEW YORK NY 10022 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MICHAEL R CRANE C/O THE FOUNDATION PKF OCONNOR DAVIES LLP 500 MAMARONECK AVE HARRISON NY 10543 PRESIDENT AND DIRECTOR 0.50 0 0 0 MAGALEN C WEBERT C/O THE FOUNDATION PKF OCONNOR DAVIES LLP 500 MAMARONECK AVE HARRISON NY 10543 DIRECTOR 0.50 0 0 0 WILLIAM C CRANE III C/O THE FOUNDATION PKF OCONNOR DAVIES LLP 500 MAMARONECK AVE HARRISON NY 10543 DIRECTOR 0.50 0 0 0 KRISTIANE C GRAHAM C/O THE FOUNDATION PKF OCONNOR DAVIES LLP 500 MAMARONECK AVE HARRISON NY 10543 DIRECTOR 1.00 0 0 0 JOHN CO BRYANT C/O THE FOUNDATION PKF OCONNOR DAVIES LLP 500 MAMARONECK AVE HARRISON NY 10543 DIRECTOR 0.50 0 0 0 NONE 0 CURTIS MALLET-PREVOST COLT & MOSLE LLP 101 PARK AVE NEW YORK NY 10178 LEGAL FEES 111252 0 0 2088949 1247702 0 3336651 0 0 3336651 50050 3286601 81491 81491 855 855 80636 0 80636 0 80636 252041 0 252041 80636 99610 0 0 252041 99610 0 0 80636 71795 0 0 71795 0 0 0 0 0 0 0 71795 71795 X AFRICAN ENVIRONMENTAL FILM FOUNDATION 116 LA PATERA DR CAMARILLO CA 93010 N/A PC CHARITABLE PURPOSES 3000 ALEXANDER BRADY FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 N/A PF CHARITABLE PURPOSES 1349327 AMERICANS IN WARTIME EXPERIENCE PO BOX 909 BRISTOW VA 20136 N/A PC CHARITABLE PURPOSES 10000 BLUE RIDGE AREA FOOD BANK INC PO BOX 937 VERONA VA 24482 N/A PC CHARITABLE PURPOSES 25000 FAUQUIER FOOD BANK 249 E SHIRLEY AVE WARRENTON VA 20186 N/A PC CHARITABLE PURPOSES 2000 FAUQUIER FREE CLINIC PO BOX 3138 WARRENTON VA 20188 N/A PC CHARITABLE PURPOSES 2000 FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FAIRVIEW AVENUE NORTH SEATTLE WA 98109 N/A PC CHARITABLE PURPOSES 5000 GRAHAM FAMILY FOUNDATION PO BOX 1788 MIDDLEBURG VA 201181788 N/A PF CHARITABLE PURPOSES 1349327 ISLAND SUNRISE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 N/A PF CHARITABLE PURPOSES 1349327 MIDDLEBURG COMMUNITY CENTER PO BOX 265 MIDDLEBURG VA 20118 N/A PC CHARITABLE PURPOSES 5000 MIDDLEBURG SPRING RACES PO BOX 1173 MIDDLEBURG VA 20118 N/A PC CHARITABLE PURPOSES 5000 MRC FULL CIRCLE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 N/A PF CHARITABLE PURPOSES 1349498 NATIONAL SPORTING LIBRARY AND MUSEUM PO BOX 1335 MIDDLEBURG VA 20118 N/A PC CHARITABLE PURPOSES 10000 NEXT GENERATION CHOICES FOUNDATION 216 LAFAYETTE RD SUITE 204 RYE NH 03870 N/A PC CHARITABLE PURPOSES 5000 NORTHERN PIEDMONT YOUTH CENTER PO BOX 182 WARRENTON VA 20188 N/A PC CHARITABLE PURPOSES 2000 NRA FOUNDATION 11250 WAPLES MILL RD FAIRFAX VA 22030 N/A PC CHARITABLE PURPOSES 25000 PIEDMONT ENVIRONMENTAL COUNCIL 45 HORNER STREET WARRENTON VA 20186 N/A PC CHARITABLE PURPOSES 5000 RISING PHOENIX CHARITABLE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 N/A PF CHARITABLE PURPOSES 1355064 SEVEN LOAVES SERVICES INC PO BOX 1924 MIDDLEBURG VA 20118 N/A PC CHARITABLE PURPOSES 7000 THE FAUQUIER SPCA PO BOX 733 WARRENTON VA 20188 N/A PC CHARITABLE PURPOSES 2000 THE MIDDLEBURG HUMANE FOUNDATION PO BOX 684 MARSHALL VA 20116 N/A PC CHARITABLE PURPOSES 7000 XERXES SOCIETY 628 NE BROADWAY NO 200 PORTLAND OR 97232 N/A PC CHARITABLE PURPOSES 5000 6877543 0 14 20879 14 51524 18 2923 0 75326 0 75326 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 15485 0 15485 ISLAND SUNRISE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY S MIDDLEBURG VA 20117 CASH AND SECURITIES TRANSFERRED - SEE STATEMENT 7 1349327 GRAHAM FAMILY FOUNDATION PO BOX 1788 MIDDLEBURG VA 201181788 CASH AND SECURITIES TRANSFERRED - SEE STATEMENT 7 1349327 MRC FULL CIRCLE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY S MIDDLEBURG VA 20117 CASH AND SECURITIES TRANSFERRED - SEE STATEMENT 7 1349498 ALEXANDER BRADY FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY S MIDDLEBURG VA 20117 CASH AND SECURITIES TRANSFERRED - SEE STATEMENT 7 1349327 RISING PHOENIX CHARITABLE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY S MIDDLEBURG VA 20117 CASH AND SECURITIES TRANSFERRED - SEE STATEMENT 7 1355064 GRAHAM FAMILY FOUNDATION PO BOX 1788 MIDDLEBURG VA 201181788 2021-10-31 7010217 CHARITABLE PURPOSES 102000 NONE FEBRUARY 28, 2022 ISLAND SUNRISE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 2021-10-31 7010217 CHARITABLE PURPOSES 893000 NONE FEBRUARY 28, 2022 MRC FULL CIRCLE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 2021-10-31 7010217 CHARITABLE PURPOSES 778000 NONE FEBRUARY 28, 2022 RISING PHOENIX CHARITABLE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 2021-10-31 7010217 CHARITABLE PURPOSES 732000 NONE FEBRUARY 28, 2022 ALEXANDER BRADY FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 2021-10-31 7010217 CHARITABLE PURPOSES 899000 NONE FEBRUARY 28, 2022 GRAHAM FAMILY FOUNDATION PO BOX 1788 MIDDLEBURG VA 201181788 2023-03-22 1349327 CHARITABLE PURPOSES 0 NONE PENDING ISLAND SUNRISE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 2023-03-21 1349327 CHARITABLE PURPOSES 0 NONE PENDING MRC FULL CIRCLE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 2023-03-22 1349498 CHARITABLE PURPOSES 0 NONE PENDING RISING PHOENIX CHARITABLE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 2023-03-22 1355064 CHARITABLE PURPOSES 0 NONE PENDING ALEXANDER BRADY FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG VA 20117 2023-03-21 1349327 CHARITABLE PURPOSES 0 NONE PENDING REASON FOR AMENDMENT FORM 990PF: THE FINAL 990-PF FOR THE FOUNDATION IS BEING AMENDED TO REFLECT THE CORRECT FINAL TAX PERIOD, JANUARY 1, 2023 THROUGH JUNE 30, 2023. DUE TO A TYPO, AN INCORRECT PERIOD WAS USED ON THE ORIGINAL FILING (JANUARY 1, 2022 THROUGH JUNE 30, 2022). THROUGH RESOLUTIONS ADOPTED AT A MEETING ON APRIL 25, 2023 (THE "CERTIFICATE OF DISSOLUTION"), THE BC FAMILY FOUNDATION, INC.'S BOARD OF DIRECTORS APPROVED THE DISSOLUTION OF THE BC FAMILY FOUNDATION, INC. AND THE TRANSFER OF ALL OF ITS ASSETS, AFTER THE PAYMENT OF LIABILITIES, TO FIVE FAMILY GROUPS INCLUDING ISLAND SUNRISE FOUNDATION, THE GRAHAM FAMILY FOUNDATION, MRC FULL CIRCLE FOUNDATION, ALEXANDER BRADY FOUNDATION AND RISING PHOENIX CHARITABLE FOUNDATION (THE "TRANSFEREE FOUNDATIONS"). EACH OF THE TRANSFEREE FOUNDATIONS IS A TAX-EXEMPT PRIVATE FOUNDATION WHICH IS EFFECTIVELY CONTROLLED, DIRECTLY OR INDIRECTLY, WITHIN THE MEANING OF TREAS. REG. SECTION 1.507-3(A)(9)(I), BY THE SAME PERSON OR PERSONS WHO EFFECTIVELY CONTROL THE OHRSTROM FOUNDATION, INC. THE NAMES AND ADDRESSES OF THE TRANSFEREES ARE AS FOLLOWS: 1. ISLAND SUNRISE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG, VA 20117 2. GRAHAM FAMILY FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG, VA 20117 3. MRC FULL CIRCLE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG, VA 20117 4. ALEXANDER BRADY FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG, VA 20117 5. RISING PHOENIX CHARITABLE FOUNDATION C/O BRANE-STROM LLC 101 NORTH JAY STREET MIDDLEBURG, VA 20117 THE TRANSFER OF ASSETS TOTALING $892,453.36 IN CASH AND INVESTMENT ASSETS HAVING A FAIR MARKET VALUE OF $456,873.86 TO THE ISLAND SUNRISE FOUNDATION WAS COMPLETED BY THE BC FAMILY FOUNDATION, INC. ON MARCH 21, 2023. THE TRANSFER OF ASSETS TOTALING $892,453.33 IN CASH AND INVESTMENT ASSETS HAVING A FAIR MARKET VALUE OF $456,873.86 TO GRAHAM FAMILY FOUNDATION WAS COMPLETED BY THE BC FAMILY FOUNDATION, INC. ON MARCH 22, 2023. THE TRANSFER OF ASSETS TOTALING $892,623.96 IN CASH AND INVESTMENT ASSETS HAVING A FAIR MARKET VALUE OF $456,873.86 TO MRC FULL CIRCLE FOUNDATION WAS COMPLETED BY THE BC FAMILY FOUNDATION, INC. ON MARCH 22, 2023. THE TRANSFER OF ASSETS TOTALING $892,453.34 IN CASH AND INVESTMENT ASSETS HAVING A FAIR MARKET VALUE OF $456,873.86 TO ALEXANDER BRADY FOUNDATION WAS COMPLETED BY THE BC FAMILY FOUNDATION, INC. ON MARCH 21, 2023. THE TRANSFER OF ASSETS TOTALING $892,453.34 IN CASH AND INVESTMENT ASSETS HAVING A FAIR MARKET VALUE OF $462,610.41 TO RISING PHOENIX CHARITABLE FOUNDATION WAS COMPLETED BY THE BC FAMILY FOUNDATION, INC. ON MARCH 22, 2023. THE BC FAMILY FOUNDATION, INC. FILED A CERTIFICATE OF DISSOLUTION WITH THE DELAWARE SECRETARY OF STATE ON APRIL 25, 2023, A COPY OF WHICH IS ATTACHED. LEGAL FEES 111252 0 111252 UNREALIZED LOSS ON INVESTMENTS 1327458 FILING FEES 304 0 304 NON-TAXABLE GAIN ON GRANTS OF SECURITIES 1397744 INVESTMENT FEES 1399 1399 0 INVESTMENT COUNSELING SERVICES 12419 12419 0