BETA

BOWMAN FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BOWMAN FAMILY FOUNDATION (EIN 13-3801244)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-12
IRS object ID
202323169349100007
Schema version
2022v5.0
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)
Return2023-11-12T16:01:42-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133801244EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bowman Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Brandywine Trust CompanyInCareOfNm
Business Name ControlBOWMBusinessNameControlTxt
Phone3022345750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BRANDYWINE TR CO 7234 LANCASTER PKEAddressLine1Txt
CityHockessinCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19707ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMatthias BowmanPersonNm
Person TitlePresidentPersonTitleTxt
Phone3022345750PhoneNum
Signature2023-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMatthiasPersonFirstNm
Person LastBowmanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,926,468FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$75,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,372InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,372InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,316DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,316DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$270,845NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$354,179GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$271,311CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$94,782OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$86,715OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$457,315TotalRevAndExpnssAmt
Total Net Invst Incm$374,714TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$7,525LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$7,525LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$462,998OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,551OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$453,447OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,292TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$63,464OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$57,134OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,782OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$546,279TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,685TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$465,754TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,360ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,360ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$571,639TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,685TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$491,114TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$114,324ExcessRevenueOverExpensesAmt
Net Investment Income$308,029NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$356,853SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$207,856SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$207,856SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$1,933,069CorporateStockEOYAmt
Corporate Stock EOYFMV$1,884,995CorporateStockEOYFMVAmt
Other Investments BOY$4,204,209OtherInvestmentsBOYAmt
Other Investments EOY$2,305,813OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,833,617OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,561,062TotalAssetsBOYAmt
Total Assets EOY$4,446,738TotalAssetsEOYAmt
Total Assets EOYFMV$4,926,468TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,561,062RetainedEarningBOYAmt
Retained Earning EOY$4,446,738RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,561,062TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,446,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,561,062TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,446,738TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,561,062TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$114,324ExcessRevenueOverExpensesAmt
Subtotal$4,446,738SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,446,738TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Passthrough K1 Capital Gain/(Loss)$317,130
PUBLICLY-TRADED SECURITIES-$45,819$354,179$399,998-$45,819
FieldValueIRS element (for citing)
Capital Gain Net Income$271,311CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,282InvestmentIncomeExciseTaxAmt
Subtotal$4,282SubtotalAmt
Tax Based On Investment Income$4,282TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$6,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,318OverpaymentAmt
Applied To ES Tax$2,318AppliedToESTaxAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Brandywine Trust CompanyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3022345750PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17234 Lancaster Pike Suite 300AAddressLine1Txt
CityHockessinCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19707ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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
Matthias B Bowman
BRANDYWINE TR CO 7234 LANCASTER PKEHockessinDE19707Pres, Sec, Treas, Dir1.0$0$0$0
Penny M Bowman
BRANDYWINE TR CO 7234 LANCASTER PKEHockessinDE19707VP, Dir1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VREDEVELD STRATEGIES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19213 HIDDEN CREEK DRIVEAddressLine1Txt
CityGREAT FALLSCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22066ZIPCd
FieldValueIRS element (for citing)
Service TypePhilanthropicServiceTypeTxt
Compensation$210,502CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,054,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$357,849AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,833,617FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,245,961TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,245,961AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,689CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,182,272NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,114MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,114MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,282TaxBasedOnInvestmentIncomeAmt
Income Tax$80IncomeTaxAmt
Total Tax$4,362TotalTaxAmt
Distributable Before Adj$204,752DistributableBeforeAdjAmt
Distributable Before Ded$204,752DistributableBeforeDedAmt
Distributable As Adjusted$204,752DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$491,114ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$491,114QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$204,752DistributableAsAdjustedAmt
Undistributed Income PY$125,281UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Qualifying Distributions$491,114QualifyingDistributionsAmt
Applied To Year1$125,281AppliedToYear1Amt
Applied To Current Year$204,752AppliedToCurrentYearAmt
Remaining Distri From Corpus$161,081RemainingDistriFromCorpusAmt
Total Corpus$161,081TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$161,081ExcessDistriCyovToNextYrAmt
Excess From Current Year$161,081ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMatthias B BowmanContributingManagerNm
Contributing ManagerPenny M BowmanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CI
307 W 38TH ST FRNT 8NEW YORKNY10018N/APCGeneral & Unrestricted$1,750
SCARSDALE VOLUNTEER AMBULANCE CORPS INC
PO BOX 92SCARSDALENY10583N/APCGeneral & Unrestricted$1,000
SHATTERPROOF A NONPROFIT CORP
101 MERRITT 7 CORPORATE PARK 1ST FLNORWALKCT06851N/APCGeneral & Unrestricted$2,500
THE JED FOUNDATION
530 7TH AVE STE 801NEW YORKNY10018N/APCGeneral & Unrestricted$2,500
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - PENN
3535 MARKET ST SUITE 750PHILADELPHIAPA19104N/APCSuicide Prevention Research Fund$11,610
VILLAGE OF SCARSDALE
1001 POST RDSCARSDALENY10583N/AGOVPolice Department$4,000
WILLIAMS COLLEGE
75 PARK STWILLIAMSTOWNMA01267N/APCAlumni Fund$1,000
WILLIAMS COLLEGE
75 PARK STWILLIAMSTOWNMA01267N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,360TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,372ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,316ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm-$466UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$271,311ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
K-1 Inc/Loss525990$3,48614$89,956
STATE TAX REFUND01$1,340

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3,020UnrelatedBusinessTaxblIncmAmt
Exclusion$379,295ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$382,315TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonAmerican Psychiatric AssociationContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1800 Main Ave SW Suite 900AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20024ZIPCd
FieldValueIRS element (for citing)
Total Contributions$75,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Identifier990-PF Part I, Line 6AIdentifierTxt
Form And Line Reference990-PF Part I, Line 6AFormAndLineReferenceDesc
Medium ExplanationRECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $271,311 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(466) TOTAL PART I, LINE 6A: $270,845 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $354,179 BOOK BASIS: $399,998 NET GAIN/(LOSS): $(45,819) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $317,130MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SPDR S&P 500 ETF TRUST$1,633,184$1,639,095
VANGUARD TOTAL WORLD STK INDEX$299,885$245,900

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BAKER COMMUNICATIONS FUND II ($105,686$1
BRANDYTRUST GLOBAL PRTNRS, LP$708,845$1,018,957
BRANDYTRUST MULTI-STRATEGY PRT$1,491,282$1,814,659

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral ConsultationsCategoryTxt
Legal Fees$7,525LegalFeesAmt
Disbursements Charitable Prps$7,525DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$1,500$1,500
Bank Charges$180$180
Indemnification Insurance$2,673$2,673
K-1 Exp BAKER COMMUNICATIONS F$552$552
K-1 Exp BRANDYTRUST GLOBAL PRT$14,285$14,285
K-1 Exp BRANDYTRUST MULTI-STRA$43,665$42,117
State or Local Filing Fees$325$325
Website Hosting/Support$284$284

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss BRANDYTRUST GLOBAL PRTNRS, LP$24,206$24,226
K-1 Inc/Loss BRANDYTRUST MULTI-STRATEGY PRTNRS, L$69,236$62,489
State Tax Refund$1,340

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administration of Foundation$28,687$28,687
Philanthropic Consulting Srvcs$424,760$424,760
INVESTMENT MANAGEMENT SERVICES$9,551$9,551

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonAmerican Psychiatric AssociationPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 Main Ave SW Suite 900AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20024ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2022$6,600
990-PF Excise Tax for 2021$792
990-T Extension for 2021$3,000
STATE INCOME TAX 2021$1,900

Comments

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