THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION (EIN 61-6356351)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201533209349102588
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T14:28:22-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232472424PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pitcairn Trust CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1165 Township Line Road Ste 3000AddressLine1Txt
CityJenkintownCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN616356351EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCOTBusinessNameControlTxt
Phone2158816000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110721 RED BARN LANEAddressLine1Txt
CityPOTOMACCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20854ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT BRICKMANPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone2158816000PhoneNum
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMatthew R HilbertPreparerPersonNm
PTINP01437997PTIN
Phone2158876700PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,780,379FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,336InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$662InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$166,154DividendsRevAndExpnssAmt
Dividends Net Invst Incm$164,977DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$87,128NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$336,502GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$87,128CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$254,618TotalRevAndExpnssAmt
Total Net Invst Incm$252,767TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$225,357TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,357TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$225,359TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,359TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,071,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,071,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,296,659TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,359TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,071,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,042,041ExcessRevenueOverExpensesAmt
Net Investment Income$247,408NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,028,218SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$271,821SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$271,821SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$8,708,156CorporateStockEOYAmt
Corporate Stock EOYFMV$8,508,558CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$6,348OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$10,028,218TotalAssetsBOYAmt
Total Assets EOY$8,986,325TotalAssetsEOYAmt
Total Assets EOYFMV$8,780,379TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$10,028,218UnrestrictedBOYAmt
Unrestricted EOY$8,986,325UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$10,028,218TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,986,325TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,028,218TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,986,325TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,028,218TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,042,041ExcessRevenueOverExpensesAmt
Other Increases$148OtherIncreasesAmt
Subtotal$8,986,325SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,986,325TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PITCAIRN TRUST COP2014-12-302014-12-31$221,093$249,374-$28,281-$28,281
GARDEN ACQUISITION HOLDINGSD2010-01-012014-05-27$77,619$77,619$77,619
Capital Gains DividendsP$37,790$37,790$37,790
FieldValueIRS element (for citing)
Capital Gain Net Income$87,128CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$846,291AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,363,575NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.620641DistributionYr1Rt
Adjusted Qlfy Distri Yr2$809,614AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,115,026NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.726094DistributionYr2Rt
Adjusted Qlfy Distri Yr3$896,567AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,305,908NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.686547DistributionYr3Rt
Adjusted Qlfy Distri Yr4$741,461AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$495,416NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.496643DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,100AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$29,593NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070963DistributionYr5Rt
Total Distribution3.600888TotalDistributionRt
Average Distribution0.720178AverageDistributionRt
Net Vl Noncharitable Assets$9,450,867NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,806,306AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,474NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,808,780AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,071,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,948InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,948SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,948TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,191EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$16,191TotalPaymentsAndCreditsAmt
Overpayment$11,243OverpaymentAmt
Applied To ES Tax$11,243AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPITCAIRN TRUST COMPANYIndividualWithBooksNm
Phone2158816000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1165 TOWNSHIP LINE ROADAddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT BRICKMAN
10721 RED BARN LANEPOTOMACMD20854CO-TRUSTEE1.00$0$0$0
PATRICE BRICKMAN
10721 RED BARN LANEPOTOMACMD20854CO-TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,045,082AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,549,707AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,594,789TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,594,789AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$143,922CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,450,867NetVlNoncharitableAssetsAmt
Minimum Investment Return$472,543MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$472,543MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,948TaxBasedOnInvestmentIncomeAmt
Total Tax$4,948TotalTaxAmt
Distributable Before Adj$467,595DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$467,595DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$467,595DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,071,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,071,300QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,071,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$467,595DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$638ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$718,768ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$833,304ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$754,610ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$846,291ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,153,611TotalExcessDistributionCyovAmt
Qualifying Distributions$1,071,300QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$467,595AppliedToCurrentYearAmt
Remaining Distri From Corpus$603,705RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,757,316TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$638ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,756,678ExcessDistriCyovToNextYrAmt
Excess From Year4$718,768ExcessFromYear4Amt
Excess From Year3$833,304ExcessFromYear3Amt
Excess From Year2$754,610ExcessFromYear2Amt
Excess From Year1$846,291ExcessFromYear1Amt
Excess From Current Year$603,705ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MARYLAND FCA
9065 CLENDENIN WAYFREDERICKMD21704UNRESTRICTED$25,000
NATIONAL MS SOCIETY
ATTN PAMALA SCOTT 1800 M STREET NWWASHINGTONDC20036UNRESTRICTED$10,000SUITE 750 S
NORWOOD SCHOOL
8821 RIVER ROADBETHESDAMD20817UNRESTRICTED$5,000
POTOMAC UNITED METHODIST CHURCH
9908 SOUTH GLEN ROADPOTOMACMD20854UNRESTRICTED$10,000
NOURISH NOW
1111 TAFT STREETROCKVILLEMD20850UNRESTRICTED$1,000
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVE NWWASHINGTONDC20010UNRESTRICTED$15,000
NATHANS RIDGE
11210 BETHESDA CHURCH RDDAMASCUSMD20872UNRESTRICTED$2,000
NATIONAL MS SOCIETY
1800 M STREET NW SUITE 750 SOUTHWASHINGTONDC20036UNRESTRICTED$10,000
NCCF
6301 GREENTREE ROADBETHESDAMD20817UNRESTRICTED$1,000
WOLF TRAP FOUNDATION
1645 TRAP ROADVIENNAVA22182UNRESTRICTED$25,000
UPWARD BOUND
12008 GREAT ELM DRIVEPOTOMACMD20854UNRESTRICTED$6,000
NEEDIEST KIDS INC
8283 GREENSBORO DRIVE SUITE 9006MCLEANVA22102UNRESTRICTED$25,000
A WIDER CIRCLE
4808 MORRLAND LANE SUITE 802BETHESDAMD20814UNRESTRICTED$10,000
WASHINGTON AREA WOMEN'S FOUNDATION
1331 H STREET NW SUITE 1000WASHINGTONDC20005UNRESTRICTED$5,000
STEPPING STONES
ATTN KATE DAWSON PO BOX 712ROCKVILLEMD20848UNRESTRICTED$2,500
CITYDANCE
1111 16TH STREET NW SUITE 300WASHINGTONDC20036UNRESTRICTED$1,000
MERCY HEALTH CLINIC
7 METROPOLITAN COURT SUITE 1GAITHERSBURGMD20878UNRESTRICTED$1,000
PEER HEALTH EXCHANGE
70 GOLD STREETSAN FRANCSICOCA94133UNRESTRICTED$100,000
SEE FOREVER FOUNDATION
ATTN ANNE SCHOOLCRAFT 1436 U STREETWASHINGTONDC20009UNRESTRICTED$5,000NW SUITE 203
AUTISM SPEAKS
ATTN SUSAN PERELES 1990 K STREET NWWASHINGTONDC20006UNRESTRICTED$5,0002ND FLOOR
THE ARC
2412 TRACEY PLACE NWWASHINGTONDC20008UNRESTRICTED$10,000
ST PETERS CATHOLIC CHURCH
2835 MANOR ROADWEST BRANDYWINEPA19320UNRESTRICTED$500
COMMUNITY FOUNDATION OF MONTGOMERY COUNTY
1201 15TH STREET NW SUITE 420WASHINGTONDC20005UNRESTRICTED$1,000
SASHA BRUCE YOUTHWORK
111 QUINCY PLEASE NEWASHINGTONDC20002UNRESTRICTED$1,000
CATHOLIC CHARITIES
ATTN SARAH ARNETT 924 G STREET NWWASHINGTONDC20001UNRESTRICTED$5,000
YOUNG SURVIVAL COALITION
80 BROAD STREET SUITE 1700NEW YORKNY10004UNRESTRICTED$1,000
VENTURE PHILANTHROPY PARTNERS FUND II
1201 15TH ST NW STE 510WASHINGTONDC20005UNRESTRICTED$100,000
CATHOLIC CHARITIES - DIOS OF WASHINGTON
924 G STREET NWWASHINGTONDC20001UNRESTRICTED$100,000
MERCY HEALTH CLINIC
7 METROPOOLITAN COURT SUITE 1GAITHERSBURGMD20878UNRESTRICTED$600
CONNELLY SCHOOL OF THE HOLY CHILD
9029 BRADLEY BLVDBETHESDAMD20817UNRESTRICTED$5,000
THE GREATER WASHINGTON SPORT ALLIANCE FOUNDATION
2300 14TH STREET NWWASHINGTONDC20009UNRESTRICTED$5,000
LIFE WITH CANCER
1302 FAIRGROVE LANECROWNSVILLEMD21032UNRESTRICTED$10,000
CHILDREN'S HOSPITAL FOUNDATION
801 ROEDER ROAD SUITE 407SILVER SPRINGMD20910UNRESTRICTED$5,000
GEORGE VIINALL FOUNDATION
1320 OLD CHAIN BRIDGE ROAD 260MCLEANVA22101UNRESTRICTED$3,000
THE COMMUNITY FOUNDATION FOR MONTGOMERY COUNTY
ATTN MARIE HENDERSON 8720 GEORGIASILVER SPRINGMD20910UNRESTRICTED$10,000AVE SUITE 202
NFCR
4600 EAST WEST HIGHWAY SUITE 525BETHESDAMD20814UNRESTRICTED$500
THE NATIONAL CENTER FOR CHILDREN AND FAMILIES
ATTN LAUREN RUFFIN 6301 GREENTREEBETHESDAMD20817UNRESTRICTED$25,000ROAD
CAL RIPKEN SR FOUNDATION
ATTN KATE MANCHESTER 1427 CLARVIEWBALTIMOREMD21209UNRESTRICTED$5,000ROAD 100
UPWARD BOUND
ATTN LEROY PINGHO 12008 GREAT ELMPOTOMACMD20854UNRESTRICTED$53,000DRIVE
CONNELLY SCHOOL OF THE HOLY CHILD FALL CLASSIC
9029 BRADLEY BLVDPOTOMACMD20854UNRESTRICTED$5,000
THE FUND FOR THE HOLY CHILD
9029 BRADLEY BLVDPOTOMACMD20854UNRESTRICTED$5,000
THE VISITATION FUND
1524 35TH STREET NWWASHINGTONDC20007UNRESTRICTED$5,000
WASHINGTON AREA WOMEN'S FOUNDATION
1331 H STREET NW 1000WASHINGTONDC20005UNRESTRICTED$5,000
MCLEAN SCHOOL
8224 LOCHNIVER LANEPOTOMACMD20854UNRESTRICTED$5,000
THE DANDRIDGE GROUP
PO BOX 6327NORFOLKVA23508UNRESTRICTED$3,000
FAIR CHANCE
2001 S STREET NW SUITE 310WASHINGTONDC20009UNRESTRICTED$5,000
WASHINGTON 2024
2200 PENNSYLVANIA AVE NW 5TH FLOORWASHINGTONDC20037UNRESTRICTED$125,000EAST
GEORGETOWN VISITATION PREPARATORY SCHOOL
1524 35TH ST NWWASHINGTONDC20007UNRESTRICTED$100,000
UPWARD BOUND
C/O LEROY PINGHO 12008 GREAT ELMPOTOMACMD20854UNRESTRICTED$500DRIVE
JCC OF GREATER WASHINGTON
6125 MONTROSE ROADROCKVILLEMD20852UNRESTRICTED$1,000
THE WASHINGTON BALLET
3515 WISCONSIN AVE NWWASHINGTONDC20016UNRESTRICTED$1,000
AMERICAN DIABETES ASSOCIATION
ATTN KATIE AUFY 2002 CLIPPER PARKBALTIMOREMD21211UNRESTRICTED$2,000ROAD SUITE 110
THE ASPEN INSTITUTE
ONE DUPONT CIRCLE NW STE 700WASHINGTONDC20036UNRESTRICTED$200,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON RDBETHESDAMD20814UNRESTRICTED$10,000
VITAL VOICES GLOBAL PARTNERSHIP
12625 MASSACHUSETTS AVE NW 800WASHINGTONDC20036UNRESTRICTED$1,200
MARYLAND FCA
9065 CLENDENIN WAYFREDERICKMD21704UNRESTRICTED$10,000
PREVIOUS YEARS CONTRIBUTIONS NOT CASHED - STOP PAYMENT
165 TOWNSHIP LINE RD STE 3000JENKINTOWNPA19046UNRESTRICTED-$17,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,071,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,336ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$166,154ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$87,128ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$254,618ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$254,618TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$8,708,156EOYBookValueAmt
EOYFMV$8,508,558EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST & DIVIDENDS RECEIVABLEDesc
EOY Book Value$6,348EOYBookValueAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCUMULATIVE PRIOR PERIOD TIMING DIFFERENCES - TAX V COST BASISDesc
Amt$148Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPITCAIRN TRUST COMPANYCategoryTxt
Amt$2Amt
Net Investment Income$2NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$5,357$5,357$0
FEDERAL EXCISE TAX$220,000$0$0

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