BRIGHAM FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRIGHAM FAMILY FOUNDATION (EIN 45-2457442)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202101339349100530
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T08:10:30-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | 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 | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,121,004 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,390 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,390 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,597 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,645,757 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,946 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $41,617 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,882 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $271,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $258,541 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,732 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,732 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,753 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $33,336 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,332 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,360 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $512,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $512,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $558,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $530,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$286,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,477 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $976,054 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $976,054 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $134,817 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $964,341 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $75,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $151,452 | CorporateBondsBOYAmt |
| Other Investments BOY | $683,118 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $668,017 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,069,950 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,005,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,719,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,121,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,005,635 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,719,071 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,005,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,719,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,005,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,719,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,005,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$286,564 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,719,071 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,719,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $1,645,757 | $1,401,904 | $243,853 | $243,853 |
| Passthrough K1 Capital Gain/(Loss) | -$40,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,946 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,059,112 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,278,878 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.32301 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,140,791 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,213,179 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.270767 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $729,888 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,910,652 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.148634 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $506,967 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,099,640 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099412 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $523,955 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,931,557 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088333 | DistributionYr5Rt |
| Total Distribution | 0.930156 | TotalDistributionRt |
| Average Distribution | 0.186031 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,606,332 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $484,859 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,345 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $487,204 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $530,030 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,345 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,345 | SubtotalAmt |
| Tax Based On Investment Income | $2,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,512 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,512 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,167 | OverpaymentAmt |
| Applied To ES Tax | $2,400 | AppliedToESTaxAmt |
| Refund | $2,767 | RefundAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | 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 | 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 |
| 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 | $984,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,395,806 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,646,022 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,646,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,606,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,345 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,597 | IncomeTaxAmt |
| Total Tax | $3,942 | TotalTaxAmt |
| Distributable Before Adj | $126,375 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $126,375 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $126,375 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $530,030 | 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 | $530,030 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,345 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $527,685 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,375 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $232,789 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $251,985 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $484,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $935,152 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $903,497 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,807,778 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $530,030 | QualifyingDistributionsAmt |
| Applied To Current Year | $126,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $403,655 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,211,433 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $232,789 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,978,644 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $251,985 | ExcessFromYear4Amt |
| Excess From Year3 | $484,355 | ExcessFromYear3Amt |
| Excess From Year2 | $935,152 | ExcessFromYear2Amt |
| Excess From Year1 | $903,497 | ExcessFromYear1Amt |
| Excess From Current Year | $403,655 | 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 (15 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 | 2019-2020 Free Books to Teachers in Texas | $200,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $10,000 |
| COURT APPOINTED SPECIAL ADVOCATES OF TRAVIS COUNTY | |||||||
| 7600 CHEVY CHASE DR STE 200 | AUSTIN | TX | 78752 | N/A | PC | General & Unrestricted | $20,000 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVE B | AUSTIN | TX | 78751 | N/A | PC | Charitable Event | $5,000 |
| MAGDALENE HOUSE OF AUSTIN | |||||||
| 3112 WINDSOR RD STE A - 307 | AUSTIN | TX | 78703 | N/A | PC | General & Unrestricted | $10,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $10,000 |
| MOUNTAIN STATES LEGAL FOUNDATION | |||||||
| 2596 S LEWIS WAY | LAKEWOOD | CO | 80227 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL FOOTBALL FOUNDATION AND COLLEGE HALL OF F | |||||||
| 433 LAS COLINAS BLVD E STE 1130 | IRVING | TX | 75039 | N/A | PC | DKR Scholarship Fund | $2,000 |
| OBJECTIVIST CENTER LTD | |||||||
| 800 ROCKMEAD DR STE 200 | KINGWOOD | TX | 77339 | N/A | PC | General & Unrestricted | $10,000 |
| SETON HEALTHCARE - SETON FUND OF THE DAUGHTERS OF | |||||||
| 1201 W 38TH ST | AUSTIN | TX | 78705 | N/A | PC | The Seton Fund for construction and equipment for Seton's new teaching hospital - Dell Seton Medical Center at The University of Texas | $1,000 |
| STREET 16 FOUNDATION | |||||||
| 200 LEE BARTON DR | AUSTIN | TX | 78704 | N/A | PC | Charitable Event | $2,000 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | Capital Campaign | $50,000 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | Life: Powered Program | $167,670 |
| YOUNG AMERICANS FOR LIBERTY FOUNDATION | |||||||
| 500 N CAPITAL OF TEXAS HWY BLDG 5 | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $5,000 |
| YOUTH AND FAMILY ALLIANCE | |||||||
| 3700 S 1ST ST | AUSTIN | TX | 78704 | N/A | PC | LifeWorks Program | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $512,670 | 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 | $1,390 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,323 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,651 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,946 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$54,041 | 14 | $31,882 |
| Federal Tax Refund | 01 | $3,490 | ||
| SEC 751 GAIN FROM PTSHP | 525990 | $60,286 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,896 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $262,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,927 | 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 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I LINE 6A (990-PF) | IdentifierTxt |
| Form And Line Reference | PART I LINE 6A (990-PF): | FormAndLineReferenceDesc |
| Medium Explanation | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $202,946 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $3,651 TOTAL PART I, LINE 6A: $206,597 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $1,645,757 BOOK BASIS: $1,401,904 NET GAIN/(LOSS): $243,853 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(40,907) | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNP PARIBAS L/O TC-CYN RTY SPX | StockNm |
| EOY Book Value | $75,000 | EOYBookValueAmt |
| EOYFMV | $75,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AP ENERGY INFRASTRUCTURE FUND | $668,017 | $567,000 |
| PERSEUS HOLDINGS USA, LLC | $502,950 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $17,335 | $17,335 | |
| Bank Charges | $4 | $4 | |
| K-1 Exp AP ENERGY INFRASTRUCTU | $15,972 | $15,328 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss AP ENERGY INFRASTRUCTURE fd | -$22,159 | $31,882 |
| Federal Tax Refund | $3,490 | |
| SEC 751 Gain AP ENERGY INFRASTRUCTURE fd | $60,286 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,732 | Amt |
| Net Investment Income | $8,732 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $3,200 |
| 990-T Income Tax for 2019 | $553 |