THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION (EIN 61-6356351)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349110033
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T23:45:23-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232472424 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITCAIRN TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 TOWNSHIP LINE RD STE 3000 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616356351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCOTT AND PATRICE BRICKMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 165 TOWNSHIP LINE RD STE 3000 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BRICKMAN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | BRICKMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW R HILBERT | PreparerPersonNm |
| PTIN | P01437997 | PTIN |
| Phone | 2158816015 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,494,374 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $579 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $579 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$94,175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,539,879 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $928 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,998 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $72,893 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,604 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,289 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,538 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,538 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $75,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,289 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $596,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $596,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $671,431 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $603,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$638,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,856 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $192,598 | CashBOYAmt |
| Cash EOY | $49,686 | CashEOYAmt |
| Cash EOYFMV | $49,686 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $103,192 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $4,022,715 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,171,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,370,231 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,999,579 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,254,336 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,074,457 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,318,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,475,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,494,374 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,955,368 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,318,456 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,362,716 | RetainedEarningBOYAmt |
| Retained Earning EOY | $454,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,318,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,475,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,318,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,475,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,318,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$638,536 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,679,548 | SubtotalAmt |
| Other Decreases | $5,204,155 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,475,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $928 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $832 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $832 | SubtotalAmt |
| Tax Based On Investment Income | $832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,519 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,519 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,687 | OverpaymentAmt |
| Applied To ES Tax | $20,687 | AppliedToESTaxAmt |
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 | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITCAIRN TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2158816015 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 TOWNSHIP LINE RD | AddressLine1Txt |
| Address Line2 | STE 3000 | AddressLine2Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | 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 | false | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT BRICKMAN | ||||||||
| 9115 BURNING TREE ROAD | BETHESDA | MD | 20817 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| PATRICE KING BRICKMAN | ||||||||
| 9001 DURHAM DRIVE | POTOMAC | MD | 20854 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,336,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,379,004 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,379,004 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,283,319 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $314,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $314,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $832 | TotalTaxAmt |
| Distributable Before Adj | $313,334 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $313,334 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $313,334 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $603,289 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $603,289 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,334 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $113,281 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $136,546 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,060 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,397 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $374,284 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $603,289 | QualifyingDistributionsAmt |
| Applied To Current Year | $313,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $289,955 | RemainingDistriFromCorpusAmt |
| Total Corpus | $664,239 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $113,281 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $550,958 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $136,546 | ExcessFromYear4Amt |
| Excess From Year3 | $94,060 | ExcessFromYear3Amt |
| Excess From Year2 | $30,397 | ExcessFromYear2Amt |
| Excess From Current Year | $289,955 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $596,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $596,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $579 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $928 | ExclusionAmt |
| Related Or Exempt Function Incm | -$95,103 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,998 | ExclusionAmt |
| Related Or Exempt Function Incm | -$95,103 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,895 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| JP MORGAN 4005 | PURCHASE | 2022-12 | $989,086 | $1,044,181 | -$55,095 |
| JP MORGAN 4005 | PURCHASE | 2022-12 | $549,865 | $589,873 | -$40,008 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,254,336 | EOYBookValueAmt |
| EOYFMV | $1,074,457 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,171,371 | EOYBookValueAmt |
| EOYFMV | $1,370,231 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSFER TO SCOTT BRICKMAN FOUNDATION | $2,559,755 |
| TRANSFER TO PATRICE KING BRICKMAN FND | $2,640,814 |
| BOOK TAX DIFFERENCES | $3,586 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP MORGAN 4005 | CategoryTxt |
| Amt | $72,893 | Amt |
| Net Investment Income | $65,604 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,289 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $2,538 | Amt |
| Net Investment Income | $2,538 | NetInvestmentIncomeAmt |
Comments