THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION (EIN 61-6356351)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-29
- IRS object ID
- 201800889349100700
- Schema version
- 2017v2.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-29T11:55:32-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208787340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | FOUNDATION C/O JPMORGAN PF SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 8668885157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 227237 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752227237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICE BRICKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8668885157 | PhoneNum |
| Signature | 2018-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $7,201,840 | 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 |
| Dividends Rev And Expnss | $148,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,903 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,152,857 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,809 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $224,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,712 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,373 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,373 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,373 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $689,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $689,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $745,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $689,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$520,411 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,339 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,305 | CashBOYAmt |
| Cash EOY | $69,180 | CashEOYAmt |
| Cash EOYFMV | $69,180 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $247,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,790 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,790 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,382,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,613,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,381,883 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,283,011 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,638,750 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,636,987 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,955,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,434,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,201,840 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,955,368 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,955,368 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$520,411 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,955,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,434,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,955,368 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,434,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,955,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$520,411 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,434,957 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,434,957 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND-ADM | P | 2016-10-24 | 2017-01-31 | $141,456 | $145,967 | -$4,511 | -$4,511 |
| WELLS FARGO CORE BOND FUND - CLASS INST | P | 2016-06-27 | 2017-01-31 | $70,728 | $73,234 | -$2,506 | -$2,506 |
| DODGE & COX INCOME FD | P | 2016-03-18 | 2017-01-31 | $70,728 | $70,054 | $674 | $674 |
| DOUBLELINE TOTL RET BND-I | P | 2016-03-18 | 2017-01-31 | $70,728 | $72,393 | -$1,665 | -$1,665 |
| JPM INFLATION MGD BD FD | P | 2016-03-18 | 2017-01-31 | $84,714 | $84,056 | $658 | $658 |
| VANGUARD TOTAL BOND MARKET INDEX FUND-ADM | P | 2016-10-24 | 2017-02-21 | $71,246 | $73,449 | -$2,203 | -$2,203 |
| WELLS FARGO CORE BOND FUND - CLASS INST | P | 2016-03-18 | 2017-02-21 | $73,187 | $74,050 | -$863 | -$863 |
| WELLS FARGO CORE BOND FUND - CLASS INST | P | 2016-06-27 | 2017-02-21 | $33,681 | $34,820 | -$1,139 | -$1,139 |
| DODGE & COX INCOME FD | P | 2016-03-18 | 2017-02-21 | $61,447 | $60,639 | $808 | $808 |
| DOUBLELINE TOTL RET BND-I | P | 2016-03-18 | 2017-02-21 | $114,111 | $116,577 | -$2,466 | -$2,466 |
| JOHN HANCOCK INCOME FD-I | P | 2016-03-18 | 2017-02-22 | $220,129 | $221,160 | -$1,031 | -$1,031 |
| VANGUARD TOTAL BOND MARKET INDEX FUND-ADM | P | 2016-10-24 | 2017-02-22 | $125,028 | $128,774 | -$3,746 | -$3,746 |
| WELLS FARGO CORE BOND FUND - CLASS INST | P | 2016-03-18 | 2017-02-22 | $199,305 | $201,497 | -$2,192 | -$2,192 |
| DODGE & COX INCOME FD | P | 2016-03-18 | 2017-02-22 | $71,128 | $70,142 | $986 | $986 |
| WELLS FARGO CORE BOND FUND - CLASS INST | P | 2016-03-18 | 2017-04-12 | $540,310 | $541,995 | -$1,685 | -$1,685 |
| DODGE & COX INCOME FD | P | 2016-03-18 | 2017-04-12 | $144,101 | $141,998 | $2,103 | $2,103 |
| DOUBLELINE TOTL RET BND-I | P | 2016-03-18 | 2017-04-12 | $144,765 | $146,927 | -$2,162 | -$2,162 |
| LORD ABBETT INVT TR LT DU USGVSP Y | P | 2016-03-18 | 2017-04-17 | $44,507 | $44,610 | -$103 | -$103 |
| BLACKROCK FDS MIDCAP INDEX K | P | 2017-01-31 | 2017-05-16 | $16,328 | $15,780 | $548 | $548 |
| BLACKROCK FDS MIDCAP INDEX K | P | 2017-02-21 | 2017-05-16 | $50,000 | $50,000 | $0 | $0 |
| BROWN ADV JAPAN ALPHA OPP-IS | P | 2016-03-22 | 2017-05-18 | $17,667 | $15,902 | $1,765 | $1,765 |
| BROWN ADV JAPAN ALPHA OPP-IS | P | 2016-12-14 | 2017-05-18 | $74,539 | $70,000 | $4,539 | $4,539 |
| HARBOR HIGH YIELD BOND-INST | P | 2016-03-18 | 2017-06-29 | $148,547 | $141,648 | $6,899 | $6,899 |
| BLACKROCK FDS MIDCAP INDEX K | P | 2016-03-22 | 2017-06-29 | $88,370 | $75,000 | $13,370 | $13,370 |
| BLACKROCK FDS MIDCAP INDEX K | P | 2016-04-07 | 2017-06-29 | $45,059 | $38,000 | $7,059 | $7,059 |
| BLACKROCK FDS MIDCAP INDEX K | P | 2016-05-04 | 2017-06-29 | $87,814 | $75,000 | $12,814 | $12,814 |
| BLACKROCK FDS MIDCAP INDEX K | P | 2016-06-16 | 2017-06-29 | $34,546 | $30,000 | $4,546 | $4,546 |
| BLACKROCK FDS MIDCAP INDEX K | P | 2017-01-31 | 2017-06-29 | $35,823 | $34,220 | $1,603 | $1,603 |
| VANGUARD TOTAL BOND MARKET INDEX FUND-ADM | P | 2016-10-24 | 2017-10-02 | $70,924 | $72,372 | -$1,448 | -$1,448 |
| CAPITAL GR NON US EQUITY | P | 2016-04-07 | 2017-10-02 | $29,961 | $24,000 | $5,961 | $5,961 |
| CAPITAL GR NON US EQUITY | P | 2016-06-27 | 2017-10-02 | $3,703 | $2,897 | $806 | $806 |
| HARBOR HIGH YIELD BOND-INST | P | 2016-03-18 | 2017-11-28 | $102,341 | $96,918 | $5,423 | $5,423 |
| DODGE & COX INCOME FD LT CAP GAIN | P | $287 | $287 | $0 | $0 | ||
| DIAMOND HILL LARGE CAP FD-I LT CAP GAIN | P | $7,436 | $7,436 | $0 | $0 | ||
| ISHARES MSCI DEV WLD IDX-K LT CAP GAINS | P | $771 | $771 | $0 | $0 | ||
| JOHN HANCOCK LRF CP CORE - R6 LT CAP GAINS | P | $10,057 | $10,057 | $0 | $0 | ||
| BROWN ADV JAPAN ALPHA OPP-IS LT CAP GAINS | P | $6,393 | $6,393 | $0 | $0 | ||
| LOOMIS SAYLES GROWTH-N2 LT CAP GAINS | P | $3,312 | $3,312 | $0 | $0 | ||
| DODGE & COX INCOME FD LT CAP GAINS | P | $621 | $621 | $0 | $0 | ||
| VANGUARD TOTAL BD MKET INDEX FUND-ADM LT CAP GAINS | P | $132 | $132 | $0 | $0 | ||
| AMG MG PICTET INTL-Z LT CAP GAINS | P | $3,960 | $3,960 | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | P | $32,967 | $32,967 | $32,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,809 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $710,346 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,285,503 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.097501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $882,772 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,317,114 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106139 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,071,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,450,867 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113355 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $846,291 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,363,575 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.620641 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $809,614 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,115,026 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.726094 | DistributionYr5Rt |
| Total Distribution | 1.663730 | TotalDistributionRt |
| Average Distribution | 0.332746 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,065,888 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,351,146 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,693 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,352,839 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $689,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,387 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,387 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,957 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,957 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,570 | OverpaymentAmt |
| Applied To ES Tax | $1,570 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN PRIVATE FOUNDATION SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8668885157 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 227237 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752227237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | ||||||||
| 10721 RED BARN LANE | POTOMAC | MD | 20854 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| PATRICE BRICKMAN | ||||||||
| 10721 RED BARN LANE | POTOMAC | MD | 20854 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,838,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $334,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,173,490 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,173,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,065,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $353,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $353,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,387 | TotalTaxAmt |
| Distributable Before Adj | $349,907 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $349,907 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $349,907 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $689,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $689,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $689,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $349,907 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $754,610 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $846,291 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $603,705 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $470,954 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $348,319 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,023,879 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $689,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $349,907 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $339,843 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,363,722 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $754,610 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,609,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $846,291 | ExcessFromYear4Amt |
| Excess From Year3 | $603,705 | ExcessFromYear3Amt |
| Excess From Year2 | $470,954 | ExcessFromYear2Amt |
| Excess From Year1 | $348,319 | ExcessFromYear1Amt |
| Excess From Current Year | $339,843 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FAIR CHANCE | |||||||
| 2001 S STREET NW STE 310 | WASHINGTON | DC | 20009 | NONE | PC | SPONSOR GABRIELLE HANLEY FUNDRAISER | $15,000 |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 |
| NATIONAL MS SOCIETY GREATER DC MARYLAND CHAPTER | |||||||
| 1800 M STREET NW STE 750 S | WASHINGTON | DC | 20036 | NONE | PC | SPONSOR FOR THE 30TH ANNIVERSARY GALA, SPONSORSHIP OF WOMEN ON THE MOVE LUNCHEON | $13,000 |
| N STREET VILLAGE INC | |||||||
| 1333 N ST NW WASHINGTON DC | WASHINGTON | DC | 20005 | NONE | PC | 2017 GALA | $7,500 |
| FRIENDS OF THE LIBRARY MONTGOMERY COUNTY MD INC | |||||||
| 21 MARYLAND AVE STE 310 | ROCKVILLE | MD | 20850 | NONE | PC | CHARITABLE CONTRIBUTION CELEBRATING 35 YEARS | $500 |
| SASHA BRUCE YOUTHWORK INC | |||||||
| 741 8TH STREET SE | WASHINGTON | DC | 20003 | NONE | PC | SOUNDS OF A BRIGHT FUTURE | $1,000 |
| VENTURE PHILANTHROPY PARTNERS | |||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTION | $25,000 |
| ALS ASSOCIATION DCMDVA CHAPTER | |||||||
| 30 W GUDE DR | ROCKVILLE | MD | 20850 | NONE | PC | CHARITABLE CONTRIBUTION ON BEHALF OF SCOTT BRICKMAN FOR DINE TO DEFEAT ALS | $1,000 |
| CHILDRENS HOSPITAL FOUNDATION | |||||||
| 801 ROEDER RD STE 407 | SILVER SPRING | MD | 20910 | NONE | PC | CHARITABLE CONTRIBUTION IN SUPPORT OF A VINTAGE AFFAIR 2017 | $22,500 |
| AUTISM SPEAKS | |||||||
| 1990 K STEET NW 2ND FLOOR | WASHINGTON | DC | 20006 | NONE | PC | 17TH ANNUAL AUTISM SPEAKS 5K | $5,000 |
| DON BOSCO CRISTO REY HIGH SCHOOL | |||||||
| 1010 LARCH AVE | TAKOMA PARK | MD | 20912 | NONE | PC | SCHOLARSHIP PROGRAM | $50,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | CYCLE FOR SURVIVAL SUPPORTING | $1,000 |
| CITY DANCE ENSEMBLE | |||||||
| 1111 16TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE CONTRIBUTION FOR DREAMSCAPE | $500 |
| THE WASHINGTON BALLET | |||||||
| 3515 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PC | CHARITABLE CONTRIBUTION FOR THE WASHINGTON BALLET BALL | $10,000 |
| BARBARA BUSH FOUNDATION FOR FAMILY LITERACY | |||||||
| 516 NORTH ADAMS STREET | TALLAHASSEE | FL | 32301 | NONE | PC | CHARITABLE DONATION FOR THE 2017 NATIONAL CELEBRATION OF READING | $25,000 |
| WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS | |||||||
| 1645 TRAP RD | VIENNA | VA | 22182 | NONE | PC | CHARITABLE CONTRIBUTION FOR 2017 BOARD OBLIGATION | $25,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | IN SUPPORT OF AVON 39 | $1,000 |
| VISIBLE MEN ACADEMY | |||||||
| 921 63RD AVENUE EAST | BRADENTON | FL | 34203 | NONE | PC | CHARITABLE CONTRIBUTION FOR SHINE ON | $5,000 |
| CONNELLY SCHOOL OF THE HOLY CHILD | |||||||
| 9029 BRADLEY BLVD | BETHESDA | MD | 20817 | NONE | PC | MARY HOPKINS FUND FOR INNOVATIVE CLASSROOMS; ANNUAL FUND 2016-2017 SCHOOL YEAR | $135,000 |
| FRIENDS OF THE NATIONAL ZOO | |||||||
| 3001 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | NONE | PC | 2017 MONKEY BUSINESS GALA | $2,500 |
| LIFE WITH CANCER | |||||||
| 1302 FAIRGROVE LANE | CROWNSVILLE | MD | 21032 | NONE | PC | JOAN HISAOKA MAKE A DIFFERENCE GALA | $10,000 |
| THE NATIONAL CENTER FOR CHILDREN AND FAMILIES | |||||||
| 6301 GREENTREE RD | BETHESDA | MD | 20817 | NONE | PC | UNCORKED SPECIALIZED SPONSORSHIP | $20,000 |
| GLOBAL GOOD FUND | |||||||
| 10211 WINCOPIN CIRCLE SUITE 300 | COLUMBIA | MD | 21044 | NONE | PC | IN SUPPORT OF HALCYON; PLEDGED AMOUNT FOR SUPPORT A FELLOW | $12,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD ST | KANSAS CITY | MO | 64129 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| MERIDIAN INTERNATIONAL CENTER | |||||||
| 1630 CRESCENT PL NW | WASHINGTON | DC | 20009 | NONE | PC | CHARITABLE CONTRIBUTION - COUNCIL LEVEL | $5,000 |
| MCLEAN SCHOOL OF MARYLAND INC | |||||||
| 8224 LOCHINVER LN | POTOMAC | MD | 20854 | NONE | PC | PLEDGE COMMITMENT, HURRICANE RELIEF FUND, ANNUAL FUND | $55,500 |
| MARTHAS TABLE | |||||||
| 2114 14TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | PROVIDE MEALS TO STUDENTS IN SUMMER PROGRAMS | $1,000 |
| MONUMENTAL SPORTS AND ENTERTAINMENT | |||||||
| 627 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | NONE | PC | TICKETS FOR UNDERPRIVILEGED CHILDREN | $3,000 |
| CATHOLIC CHARITIES DC | |||||||
| 924 G STREET NW | WASHINGTON | DC | 20001 | NONE | PC | SPONSORSHIP FOR THE SPANISH CATHOLIC CENTER GALA 2017 | $5,000 |
| IMCW | |||||||
| PO BOX 3 | CABIN JOHN | MD | 20818 | NONE | PC | IN HONOR OF TARA BRACH AND JONATHAN FOUST | $10,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 1 DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE CONTRIBUTION FOR ASCEND AT THE ASPEN INSTITUTE | $5,000 |
| THE ANCHOR FUND | |||||||
| 4200 WISCONSIN AVE NW 106-116 | WASHINGTON | WA | 20016 | NONE | PC | CHARITABLE CONTRIBUTION FOR ANNUAL BENEFIT | $1,000 |
| THE ARC | |||||||
| 2412 TRACEY PLACE NW | WASHINGTON | DC | 20008 | NONE | PC | AFTER DARK AT THEARC 2017 | $25,000 |
| JOSHUA M FREEMAN FOUNDATION | |||||||
| 31556 WINTERBERRY PKWY | SELBYVILLE | DE | 19975 | NONE | PC | 11TH ANNUAL JMFF GOLF TOURNAMENT DONATION | $5,000 |
| AMERICAN DIABETES ASSOCIATION INC | |||||||
| 2002 CLIPPER PARK RD STE 110 | BALTIMORE | MA | 21211 | NONE | PC | CHARITABLE CONTRIBUTION FROM THE BRICKMAN FAMILY - KINGS WALKERS | $2,000 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | NONE | PC | PAINTING SPONSOR, BUILDING HOPE 2017 | $1,250 |
| CAL RIPKIN SR FOUNDATION INC | |||||||
| 1427 CLARKVIEW ROAD STE 100 | BALTIMORE | MD | 21209 | NONE | PC | ON BEHALF OF SCOTT BRICKMAN, CREIGHTON FARMS GOLF CLASSIC | $25,000 |
| WASHINGTON AREA WOMENS FOUNDATION INC | |||||||
| 1331 H STREET NW STE 1000 | WASHINGTON | DC | 20005 | NONE | PC | 2017 LEADERSHIP LUNCHEON | $5,000 |
| GREATER WASHINGTON COMMUNITY FOUNDATION | |||||||
| 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | NONE | PC | CELEBRATION SPONSORSHIP; SHARING MONTGOMERY ENDOWMENT FUND | $10,000 |
| BRUCE EDWARDS ALS RESEARCH FOUNDATION | |||||||
| PO BOX 337 | CROWNSVILLE | MD | 21032 | NONE | PC | CHARITABLE CONTRIBUTION FOR BRUCE EDWARDS ALS GOLF CLASSIC | $15,000 |
| LUNGEVITY FOUNDATION | |||||||
| 228 S WABASH AVENUE SUITE 700 | CHICAGO | IL | 60604 | NONE | PC | BREATHE DEEP DC | $5,000 |
| HOFFMAN INSTITUTE FOUNDATION | |||||||
| 1299 FOURTH STREET 6TH FLOOR | SAN RAFAEL | CA | 94901 | NONE | PC | CHARITABLE CONTRIBUTION | $50,000 |
| SO WHAT ELSE INC | |||||||
| 1 PRESERVE PKWY | ROCKVILLE | MD | 20852 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| UPWARD BOUND FOUNDATION INC | |||||||
| 12008 GREAT ELM DR | POTOMAC | MD | 20854 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| KINDH | |||||||
| 10221 RIVER RD UNIT 60228 | POTOMAC | MD | 20859 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| AIM HIGH CHARITABLE TRUST CO JAMES RICE | |||||||
| 139 CLINTON RD | WEYMOUTH | MA | 02109 | NONE | PF | CHARITABLE CONTRIBUTION | $50,000 |
| MINDS INC | |||||||
| 2716 POPLAR ST NW | WASHINGTON | DC | 20007 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $689,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,903 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,809 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $224,712 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $224,712 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARBOR HIGH YIELD BOND-INST | $203,754 | $212,199 |
| DODGE & COX INCOME FD | $325,066 | $328,630 |
| JPMORGAN INFLATN MGD BND-R6 | $210,823 | $211,236 |
| DOUBLELINE TOTL RET BND-I | $292,336 | $287,052 |
| VANGUARD TOTAL BOND MARKET INDEX | $293,511 | $288,667 |
| WELLS FARGO CORE BOND FUND - CLASS | $288,257 | $288,257 |
| LORD ABBETT SHRT DUR INC-F3 | $176,549 | $173,687 |
| VANGUARD TOTAL INTL BND-ADM | $707,112 | $705,163 |
| MFS EMERGING MKTS DEBT FD R6 | $141,342 | $142,096 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIAMOND HILL LARGE CAP FD-I (DHLRX) | $170,677 | $208,469 |
| JOHN HANCOCK LRF CP CORE - R6 (JLCWX) | $140,000 | $170,842 |
| LOOMIS SAYLES GROWTH-N2 (LGRNX) | $129,150 | $176,381 |
| VANGUARD INDEX FDS (VOO) | $1,469,061 | $1,794,051 |
| AMG MG PICTET INTL-Z (APCZX) | $204,107 | $247,533 |
| CAPITAL GR NON US EQUITY (CNUSX) | $179,248 | $223,979 |
| DODGE & COX INTL STOCK FD (DODFX) | $190,341 | $239,172 |
| ISHARES MSCI EAFEINTL INDEX FD CL K (BTMKX) | $742,094 | $841,925 |
| BROWN ADV JAPAN ALPHA OPP-IS (BAFJX) | $59,145 | $75,426 |
| ISHARES MSCI DEV WLD IDX-K (BWIKX) | $329,414 | $404,105 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $55,373 | Amt |
| Net Investment Income | $55,373 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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