BOWMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BOWMAN FAMILY FOUNDATION (EIN 13-3801244)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-16
- IRS object ID
- 202502899349101305
- Schema version
- 2024v5.2
- 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 | 2025-10-16T18:39:27-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133801244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bowman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Brandywine Trust Company | InCareOfNm |
| Business Name Control | BOWM | BusinessNameControlTxt |
| Phone | 3022345750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BRANDYWINE 7234 LANCASTER PKE 300A | AddressLine1Txt |
| City | Hockessin | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matthias B Bowman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,963,888 | 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 | $44,605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,605 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,944 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,944 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $278,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $503,865 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $275,101 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $103,553 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $89,052 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $458,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $440,702 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $544,089 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,376 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $528,713 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,542 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,320 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,320 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,064 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,379 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,366 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $612,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $540,399 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $312,943 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $312,943 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $924,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $853,342 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$466,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $384,947 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $411,810 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $875,297 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $875,297 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,040,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,914,461 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,584,545 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,990,405 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,185,923 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,504,046 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,442,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,975,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,963,888 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,442,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,975,681 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,442,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,975,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,442,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,975,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,442,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$466,731 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,975,681 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,975,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $489,976 | $374,835 | $115,141 | $115,141 | |||
| Passthrough K1 Capital Gain/(Loss) | $159,960 | ||||||
| BRANDYTRUST GLOBAL PRTNRS, LP | $13,889 | $13,889 | P | 2024-01-02 | 2024-07-10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $275,101 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,351 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,351 | SubtotalAmt |
| Tax Based On Investment Income | $5,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,204 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,804 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,453 | OverpaymentAmt |
| Applied To ES Tax | $5,400 | AppliedToESTaxAmt |
| Refund | $1,053 | 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 |
| Org Report Or Register State | NY | 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 | Brandywine Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3022345750 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7234 Lancaster Pike Suite 300A | AddressLine1Txt |
| City | Hockessin | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Matthias B Bowman | ||||||||
| BRANDYWINE 7234 LANCASTER PKE 300A | Hockessin | DE | 19707 | Pres, Sec, Treas, Dir | 1.0 | $0 | $0 | $0 |
| Penny M Bowman | ||||||||
| BRANDYWINE 7234 LANCASTER PKE 300A | Hockessin | DE | 19707 | VP, Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RESEARCH TRIANGLE INSTITUTE | |||||
| PO Box 896945 | Charlotte | NC | 282896945 | Philanthropic Cons. | $152,748 |
| FAIR Health Inc | |||||
| PO BOX 3820 | NEW YORK | NY | 10163 | Philanthropic Cons. | $80,000 |
| Brandywine Trust Company | |||||
| 7234 Lancaster Pike Suite 300A | Hockessin | DE | 19707 | Philnthrpc & Invstmt | $61,265 |
| Lisa Wells | |||||
| 667 IPSWICH ST | Boca Raton | FL | 33487 | Philanthropic Cons. | $60,063 |
| 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 | $2,316,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $896,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,511,331 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,724,141 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,724,141 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,653,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,351 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,214 | IncomeTaxAmt |
| Total Tax | $6,565 | TotalTaxAmt |
| Distributable Before Adj | $226,099 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $226,099 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $226,099 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $853,342 | 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 | $853,342 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $226,099 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $161,081 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $599,539 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $760,620 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $853,342 | QualifyingDistributionsAmt |
| Applied To Current Year | $226,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $627,243 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,387,863 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,387,863 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $161,081 | ExcessFromYear2Amt |
| Excess From Year1 | $599,539 | ExcessFromYear1Amt |
| Excess From Current Year | $627,243 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Matthias B Bowman | ContributingManagerNm |
| Contributing Manager | Penny M Bowman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | 35th Annual Lifesavers Gala | $2,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | For BIDMC Translational Lymphoma Research Program | $1,000 |
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $250 |
| BRAINFUTURES INCORPORATED | |||||||
| 1301 YORK RD STE 505 | LUTHERVILLE | MD | 21093 | N/A | PC | Collaborative Care Model | $100,000 |
| COMMUNITY COALITIONS HEALTH INSTITUTE | |||||||
| 1015 18TH ST NW STE 705 | WASHINGTON | DC | 20036 | N/A | SO I | General & Unrestricted | $12,500 |
| COMMUNITY COALITIONS HEALTH INSTITUTE | |||||||
| 1015 18TH ST NW STE 705 | WASHINGTON | DC | 20036 | N/A | SO I | For Support of 2024 Coalition Strategy Summit | $25,000 |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | N/A | PC | 2024 Bike HSS Fundraiser | $250 |
| INSEPARABLE INC | |||||||
| 409 7TH ST NW STE 350 | WASHINGTON | DC | 20004 | N/A | PC | Litigation Research | $60,000 |
| MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH | |||||||
| 50 FEDERAL ST 6TH FL | BOSTON | MA | 02110 | N/A | PC | COCM AGREEMENT | $48,833 |
| MINDFUL PHILANTHROPY INC | |||||||
| 120 S 21ST ST 503 | PHILADELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $25,000 |
| SCARSDALE VOLUNTEER AMBULANCE CORPS INC | |||||||
| PO BOX 92 | SCARSDALE | NY | 10583 | N/A | PC | 2024 CHARITABLE GIFT | $1,000 |
| SHATTERPROOF A NONPROFIT CORP | |||||||
| PO BOX 24942 | NEW YORK | NY | 10087 | N/A | PC | For the Michigan Project-Medicaid Consultant Costs | $10,000 |
| THE JED FOUNDATION | |||||||
| 530 7TH AVE STE 801 | NEW YORK | NY | 10018 | N/A | PC | For Support of the 25th Anniversary Gala | $1,500 |
| THE JED FOUNDATION | |||||||
| 530 7TH AVE STE 801 | NEW YORK | NY | 10018 | N/A | PC | 2024 CHARITABLE GIFT | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | To support the study by Shari Jager-Hyman, PhD et al: "Change in suicidal ideation, depression, and anxiety following collaborative are in the community" | $21,610 |
| VILLAGE OF SCARSDALE | |||||||
| 1001 POST RD | SCARSDALE | NY | 10583 | N/A | GOV | POLICE DEPT-2024 CHARITABLE GIFT | $2,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | Williams Alumni Fund (1970 50th Reunion Gift) | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $312,943 | 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 | $44,605 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,944 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,024 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $275,101 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $8,384 | 14 | $95,123 |
| Federal Tax Refund | 01 | $46 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,408 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $446,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $458,227 | 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): $275,101 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $3,024 TOTAL PART I, LINE 6A: $278,125 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $489,976 BOOK BASIS: $374,835 NET GAIN/(LOSS): $115,141 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $159,960 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $13,889 BOOK BASIS: $13,889 NET GAIN/(LOSS): $- | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 ETF TRUST | $1,614,576 | $2,249,375 |
| VANGUARD TOTAL WORLD STK INDEX | $299,885 | $335,170 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRANDYTRUST MULTI-STRATEGY PRT | $1,130,848 | $1,504,046 |
| WINE.COM-COMMON | $21,753 | |
| WINE.COM-SERIES A-1 | $11,357 | |
| WINE.COM-SERIES B-1 | $4,510 | |
| WINE.COM-SERIES C-1 | $1,804 | |
| WINE.COM-SERIES D-1 | $14,269 | |
| WINE.COM-SERIES E-1 | $1,382 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $3,000 | $3,000 | |
| Bank Charges | $549 | $549 | |
| Digital Subscriptions | $540 | $540 | |
| Indemnification Insurance | $2,804 | $2,804 | |
| K-1 Exp BRANDYTRUST MULTI-STRA | $43,149 | $39,830 | |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $1,997 | $1,997 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BRANDYTRUST MULTI-STRATEGY PRTNRS, L | $103,507 | $89,052 |
| Federal Tax Refund | $46 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $45,889 | $45,889 | |
| Investment Management Services | $15,376 | $15,376 | |
| Philanthropic Consulting Srvcs | $477,749 | $477,749 | |
| Website Development | $5,075 | $5,075 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $3,000 |
| 990-PF Extension for 2023 | $7,300 |
| 990-T Extension for 2023 | $300 |
| 990-T Income Tax for 2023 | $1,236 |
| State Income Tax 2023 | $706 |
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