THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION (EIN 61-6356351)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201221359349101897
- Schema version
- 2011v1.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:13:40-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232472424 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pitcairn Trust Company | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Township Line Road Ste 3000 | AddressLine1 |
| City | Jenkintown | City |
| State | PA | State |
| ZIP Code | 19046 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616356351 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCOT | NameControl |
| Phone | 2158816000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10721 RED BARN LANE | AddressLine1 |
| City | POTOMAC | City |
| State | MD | State |
| ZIP Code | 20854 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT BRICKMAN | Name |
| Title | CO-TRUSTEE | Title |
| Phone | 2158816000 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Matthew R Hilbert | Name |
| PTIN | P01437997 | PTIN |
| Phone | 2158876700 | Phone |
| Date Prepared | 2012-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1336096 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 600000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 104 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 104 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 101619 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 101619 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -102438 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1016740 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 599285 | TotalRevenueAndExpenses |
| Total Net Investment Income | 101723 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2673 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 134 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 2539 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2673 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 134 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2539 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 894028 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 894028 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 896701 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 134 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 896567 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -297416 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 101589 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 196 | CashBOY |
| Cash EOY | 12 | CashEOY |
| Cash EOYFMV | 12 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 278849 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 708834 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 708834 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1382899 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 654691 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 627250 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1661944 | TotalAssetsBOY |
| Total Assets EOY | 1363537 | TotalAssetsEOY |
| Total Assets EOYFMV | 1336096 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1661944 | UnrestrictedBOY |
| Unrestricted EOY | 1363537 | UnrestrictedEOY |
| Total Net Assets BOY | 1661944 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1363537 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1661944 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1363537 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1661944 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -297416 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1364528 | Subtotal |
| Other Decreases | 991 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1363537 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (168 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 5050.505 SHARES OF PIMCO COMMODITY REAL RETURN INSTL | P | 2010-12-29 | 2011-04-11 | 49970 | 47286 | 2684 | 2684 |
| 359 SHARES OF ISHARES RUSSELL 3000 INDEX | P | 2010-11-15 | 2011-05-26 | 28486 | 25645 | 2841 | 2841 |
| 10449.321 SHARES OF PIMCO COMMODITY REAL RETURN INSTL | P | 2010-12-29 | 2011-06-14 | 99970 | 97833 | 2137 | 2137 |
| 3.08 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONAL | P | 2010-11-30 | 2011-07-26 | 34 | 35 | -1 | -1 |
| .048 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONAL | P | 2010-12-08 | 2011-07-26 | 1 | 1 | 0 | 0 |
| .106 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONAL | P | 2010-12-08 | 2011-07-26 | 1 | 1 | 0 | 0 |
| .01 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONAL | P | 2010-12-31 | 2011-07-26 | 0 | 0 | ||
| .008 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONAL | P | 2011-01-31 | 2011-07-26 | 0 | 0 | ||
| .009 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONAL | P | 2011-02-28 | 2011-07-26 | 0 | 0 | ||
| .009 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONAL | P | 2011-03-31 | 2011-07-26 | 0 | 0 | ||
| .009 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONAL | P | 2011-04-30 | 2011-07-26 | 0 | 0 | ||
| 16891.892 SHARES OF PIMCO COMMODITY REAL RETURN INSTL | P | 2010-12-29 | 2011-08-04 | 149970 | 158153 | -8183 | -8183 |
| 6273.526 SHARES OF PIMCO COMMODITY REAL RETURN INSTL | P | 2010-12-29 | 2011-11-10 | 49970 | 58737 | -8767 | -8767 |
| 30769.231 SHARES OF PIMCO COMMODITY REAL RETURN INSTL | P | 2010-12-29 | 2011-12-29 | 199970 | 288081 | -88111 | -88111 |
| 109 SHARES OF BOSTON SCIENTIFIC | P | 2010-02-24 | 2011-01-11 | 802 | 858 | -56 | -56 |
| 39 SHARES OF THERMO FISHER SCIENTIFIC INC | P | 2010-01-21 | 2011-01-11 | 2209 | 1863 | 346 | 346 |
| 58 SHARES OF THERMO FISHER SCIENTIFIC INC | P | 2010-12-15 | 2011-01-11 | 3286 | 3201 | 85 | 85 |
| 51 SHARES OF THERMO FISHER SCIENTIFIC INC | P | 2010-12-17 | 2011-01-11 | 2889 | 2821 | 68 | 68 |
| 37 SHARES OF VULCAN MATERIALS | P | 2010-12-15 | 2011-01-11 | 1509 | 1747 | -238 | -238 |
| 31 SHARES OF VULCAN MATERIALS | P | 2010-12-17 | 2011-01-11 | 1265 | 1453 | -188 | -188 |
| 542 SHARES OF SCHWAB (CHAS) CORP | P | 2010-12-17 | 2011-01-18 | 10056 | 9263 | 793 | 793 |
| 27 SHARES OF MARTIN MARIETTA MATERIALS | P | 2010-12-17 | 2011-01-25 | 2262 | 2543 | -281 | -281 |
| 16 SHARES OF BECTON DICKINSON & CO | P | 2010-12-17 | 2011-02-08 | 1285 | 1359 | -74 | -74 |
| 3 SHARES OF MONSANTO CO | P | 2010-04-20 | 2011-02-08 | 223 | 201 | 22 | 22 |
| 55 SHARES OF MONSANTO CO | P | 2010-12-17 | 2011-02-08 | 4095 | 3544 | 551 | 551 |
| 19 SHARES OF PROGRESSIVE CORP OHIO | P | 2010-02-24 | 2011-02-15 | 382 | 328 | 54 | 54 |
| 125 SHARES OF PROGRESSIVE CORP OHIO | P | 2010-12-15 | 2011-02-15 | 2516 | 2573 | -57 | -57 |
| 408 SHARES OF PROGRESSIVE CORP OHIO | P | 2010-12-17 | 2011-02-15 | 8213 | 8066 | 147 | 147 |
| 91 SHARES OF ACCENTURE PLC | P | 2010-12-17 | 2011-02-22 | 4759 | 4603 | 156 | 156 |
| 18 SHARES OF AMPHENOL CORP CL A | P | 2010-09-28 | 2011-02-22 | 1017 | 878 | 139 | 139 |
| 13 SHARES OF AMPHENOL CORP CL A | P | 2010-12-15 | 2011-02-22 | 734 | 687 | 47 | 47 |
| 37 SHARES OF AMPHENOL CORP CL A | P | 2010-12-17 | 2011-02-22 | 2090 | 1962 | 128 | 128 |
| 58 SHARES OF AMER EXPRESS CO | P | 2010-12-15 | 2011-02-22 | 2565 | 2685 | -120 | -120 |
| 84 SHARES OF BECTON DICKINSON & CO | P | 2010-12-17 | 2011-02-22 | 6689 | 7136 | -447 | -447 |
| 40 SHARES OF MANPOWERGROUP INC | P | 2010-12-17 | 2011-02-22 | 2614 | 2585 | 29 | 29 |
| 5 SHARES OF WASHINGTON POST CL B | P | 2010-05-05 | 2011-03-01 | 2180 | 2499 | -319 | -319 |
| 14 SHARES OF WASHINGTON POST CL B | P | 2010-12-17 | 2011-03-01 | 6104 | 5926 | 178 | 178 |
| 46 SHARES OF ACCENTURE PLC | P | 2010-12-17 | 2011-03-15 | 2301 | 2327 | -26 | -26 |
| 20 SHARES OF BECTON DICKINSON & CO | P | 2010-04-20 | 2011-03-22 | 1562 | 1594 | -32 | -32 |
| 15 SHARES OF BECTON DICKINSON & CO | P | 2010-12-15 | 2011-03-22 | 1172 | 1247 | -75 | -75 |
| 33 SHARES OF BECTON DICKINSON & CO | P | 2010-12-17 | 2011-03-22 | 2578 | 2803 | -225 | -225 |
| 5 SHARES OF SHERWIN WILLIAMS CO | P | 2010-12-15 | 2011-04-05 | 426 | 404 | 22 | 22 |
| 42 SHARES OF SHERWIN WILLIAMS CO | P | 2010-12-17 | 2011-04-05 | 3579 | 3449 | 130 | 130 |
| 25 SHARES OF SHERWIN WILLIAMS CO | P | 2011-03-22 | 2011-04-05 | 2130 | 2061 | 69 | 69 |
| 93 SHARES OF HESS CORPORATION | P | 2010-12-17 | 2011-04-12 | 7336 | 7008 | 328 | 328 |
| 164 SHARES OF WEATHERFORD INTL LTD | P | 2010-12-17 | 2011-04-12 | 3412 | 3534 | -122 | -122 |
| 58 SHARES OF WASTE MANAGEMENT INC | P | 2010-12-15 | 2011-04-19 | 2164 | 2102 | 62 | 62 |
| 27 SHARES OF CAMECO CORP | P | 2010-12-17 | 2011-04-26 | 788 | 1056 | -268 | -268 |
| 117 SHARES OF AUTODESK INC | P | 2010-12-17 | 2011-04-28 | 5277 | 4613 | 664 | 664 |
| 62 SHARES OF BAKER HUGHES INC | P | 2010-12-17 | 2011-04-28 | 4808 | 3467 | 1341 | 1341 |
| 8 SHARES OF JUNIPER NETWORKS INC | P | 2010-12-17 | 2011-05-03 | 299 | 295 | 4 | 4 |
| 139 SHARES OF JUNIPER NETWORKS INC | P | 2011-04-12 | 2011-05-03 | 5199 | 5295 | -96 | -96 |
| 7 SHARES OF AUTOMATIC DATA PROCESSING INC | P | 2010-12-15 | 2011-05-17 | 374 | 327 | 47 | 47 |
| 170 SHARES OF AUTOMATIC DATA PROCESSING INC | P | 2010-12-17 | 2011-05-17 | 9095 | 7951 | 1144 | 1144 |
| 56 SHARES OF AMER EXPRESS CO | P | 2010-12-15 | 2011-05-17 | 2815 | 2592 | 223 | 223 |
| 66 SHARES OF AMER EXPRESS CO | P | 2010-12-17 | 2011-05-17 | 3318 | 2937 | 381 | 381 |
| 74 SHARES OF VIRGIN MEDIA INC COM | P | 2010-06-29 | 2011-05-17 | 2356 | 1249 | 1107 | 1107 |
| 105 SHARES OF VIRGIN MEDIA INC COM | P | 2010-12-17 | 2011-05-17 | 3343 | 2747 | 596 | 596 |
| 119 SHARES OF JUNIPER NETWORKS INC | P | 2010-12-17 | 2011-06-07 | 3881 | 4383 | -502 | -502 |
| 73 SHARES OF NESTLE SA SPONS ADR | P | 2010-12-17 | 2011-06-21 | 4555 | 4219 | 336 | 336 |
| 24 SHARES OF PEPSICO INC | P | 2010-07-13 | 2011-06-21 | 1652 | 1533 | 119 | 119 |
| 125 SHARES OF PEPSICO INC | P | 2010-12-15 | 2011-06-21 | 8603 | 6777 | 1826 | 1826 |
| 109 SHARES OF NORTHERN TRUST CORP | P | 2010-12-17 | 2011-07-27 | 4914 | 5920 | -1006 | -1006 |
| 50 SHARES OF NORTHERN TRUST CORP | P | 2011-03-01 | 2011-07-27 | 2254 | 2572 | -318 | -318 |
| 6 SHARES OF WASTE MANAGEMENT INC | P | 2010-12-15 | 2011-08-10 | 176 | 217 | -41 | -41 |
| 123 SHARES OF WASTE MANAGEMENT INC | P | 2010-12-17 | 2011-08-10 | 3609 | 4453 | -844 | -844 |
| 104 SHARES OF CERNER CORP | P | 2011-02-22 | 2011-08-10 | 5763 | 5099 | 664 | 664 |
| 37 SHARES OF GEN-PROBE INC | P | 2010-12-17 | 2011-08-10 | 2080 | 2158 | -78 | -78 |
| 25 SHARES OF BOEING CO | P | 2010-12-15 | 2011-08-15 | 1539 | 1610 | -71 | -71 |
| 85 SHARES OF BOEING CO | P | 2010-12-17 | 2011-08-15 | 5234 | 5501 | -267 | -267 |
| 54 SHARES OF CAMECO CORP | P | 2010-08-25 | 2011-08-15 | 1256 | 1297 | -41 | -41 |
| 273 SHARES OF CAMECO CORP | P | 2010-12-17 | 2011-08-15 | 6349 | 10680 | -4331 | -4331 |
| 46 SHARES OF CAMECO CORP | P | 2011-03-22 | 2011-08-15 | 1070 | 1485 | -415 | -415 |
| 18 SHARES OF MARTIN MARIETTA MATERIALS | P | 2010-12-17 | 2011-08-15 | 1204 | 1695 | -491 | -491 |
| 188 SHARES OF SHAW GROUP INC | P | 2011-04-28 | 2011-08-15 | 4269 | 7333 | -3064 | -3064 |
| 36 SHARES OF VULCAN MATERIALS | P | 2010-10-05 | 2011-08-15 | 1127 | 1349 | -222 | -222 |
| 34 SHARES OF VULCAN MATERIALS | P | 2010-12-17 | 2011-08-15 | 1064 | 1594 | -530 | -530 |
| 77 SHARES OF VULCAN MATERIALS | P | 2011-06-28 | 2011-08-15 | 2409 | 2962 | -553 | -553 |
| 30 SHARES OF VISTAPRINT NV COM | P | 2010-10-26 | 2011-08-15 | 844 | 1176 | -332 | -332 |
| 84 SHARES OF VISTAPRINT NV COM | P | 2010-12-17 | 2011-08-15 | 2363 | 3701 | -1338 | -1338 |
| 100 SHARES OF BANK NEW YORK MELLON CORP | P | 2010-12-15 | 2011-08-15 | 2035 | 5468 | -3433 | -3433 |
| 46 SHARES OF STATE STREET CORP | P | 2011-01-25 | 2011-08-15 | 1630 | 2176 | -546 | -546 |
| 6 SHARES OF MASTERCARD INC CL A | P | 2010-10-19 | 2011-08-15 | 1993 | 1430 | 563 | 563 |
| 5 SHARES OF MASTERCARD INC CL A | P | 2010-12-15 | 2011-08-15 | 1661 | 1260 | 401 | 401 |
| 2 SHARES OF MASTERCARD INC CL A | P | 2010-12-17 | 2011-08-15 | 664 | 445 | 219 | 219 |
| 63 SHARES OF QUALCOMM INC | P | 2010-12-17 | 2011-08-15 | 3205 | 3117 | 88 | 88 |
| 13 SHARES OF CERNER CORP | P | 2011-02-22 | 2011-08-17 | 772 | 637 | 135 | 135 |
| 19 SHARES OF COCA COLA CO | P | 2010-12-15 | 2011-08-17 | 1309 | 1223 | 86 | 86 |
| 9 SHARES OF COCA COLA CO | P | 2010-12-17 | 2011-08-17 | 620 | 588 | 32 | 32 |
| 47 SHARES OF DEVRY INC | P | 2011-05-03 | 2011-08-17 | 2106 | 2501 | -395 | -395 |
| 30 SHARES OF DICKS SPORTING GOODS INC | P | 2010-12-17 | 2011-08-17 | 1002 | 1112 | -110 | -110 |
| 12 SHARES OF GEN-PROBE INC | P | 2010-12-17 | 2011-08-17 | 738 | 700 | 38 | 38 |
| 47 SHARES OF GENERAL MILLS INC | P | 2011-02-22 | 2011-08-17 | 1730 | 1730 | 0 | 0 |
| 15 SHARES OF HESS CORPORATION | P | 2010-12-17 | 2011-08-17 | 910 | 1130 | -220 | -220 |
| 66 SHARES OF KRAFT FOODS INC CL A | P | 2011-01-11 | 2011-08-17 | 2281 | 2071 | 210 | 210 |
| 8 SHARES OF MONSANTO CO | P | 2010-12-17 | 2011-08-17 | 562 | 515 | 47 | 47 |
| 30 SHARES OF MONSANTO CO | P | 2011-03-15 | 2011-08-17 | 2107 | 2035 | 72 | 72 |
| 112 SHARES OF NEWS CORP INC - CL A | P | 2011-07-27 | 2011-08-17 | 1920 | 1799 | 121 | 121 |
| 35 SHARES OF NORFOLK SOUTHERN CORP | P | 2011-03-01 | 2011-08-17 | 2408 | 2278 | 130 | 130 |
| 210 SHARES OF SAFEWAY INC | P | 2010-12-17 | 2011-08-17 | 3890 | 4594 | -704 | -704 |
| 139 SHARES OF SAFEWAY INC | P | 2011-03-01 | 2011-08-17 | 2575 | 3030 | -455 | -455 |
| 33 SHARES OF SCHLUMBERGER LTD | P | 2010-12-15 | 2011-08-17 | 2666 | 2678 | -12 | -12 |
| 99 SHARES OF SPIRIT AEROSYSTEMS HLD | P | 2011-02-15 | 2011-08-17 | 1555 | 2506 | -951 | -951 |
| 207 SHARES OF SPIRIT AEROSYSTEMS HLD | P | 2011-02-22 | 2011-08-17 | 3252 | 5130 | -1878 | -1878 |
| 18 SHARES OF UNITED PARCEL SERVICE CLASS B | P | 2010-12-17 | 2011-08-17 | 1182 | 1321 | -139 | -139 |
| 15 SHARES OF VISA INC CL A | P | 2010-10-19 | 2011-08-17 | 1288 | 1180 | 108 | 108 |
| 254 SHARES OF WESTERN UNION CO | P | 2010-12-17 | 2011-08-17 | 4340 | 4647 | -307 | -307 |
| 44 SHARES OF NESTLE SA SPONS ADR | P | 2010-12-17 | 2011-08-17 | 2824 | 2543 | 281 | 281 |
| 30 SHARES OF RYANAIR HOLDINGS PLC ADR | P | 2010-12-17 | 2011-08-17 | 811 | 892 | -81 | -81 |
| 836 SHARES OF ERICSSON ADR CL B | P | 2011-04-05 | 2011-08-24 | 9031 | 10866 | -1835 | -1835 |
| 91 SHARES OF ERICSSON ADR CL B | P | 2011-04-12 | 2011-08-24 | 983 | 1164 | -181 | -181 |
| 141 SHARES OF GENERAL MILLS INC | P | 2011-02-22 | 2011-08-24 | 5182 | 5191 | -9 | -9 |
| 235 SHARES OF QUANTA SERVICES INC | P | 2010-12-17 | 2011-08-24 | 4011 | 4620 | -609 | -609 |
| 20 SHARES OF STRAYER EDUCATION INC | P | 2011-02-08 | 2011-08-24 | 1798 | 2450 | -652 | -652 |
| 47 SHARES OF CAPELLA EDUCATION COMP | P | 2011-02-15 | 2011-09-06 | 1408 | 2506 | -1098 | -1098 |
| 314 SHARES OF WESTERN UNION CO | P | 2010-12-17 | 2011-09-06 | 4880 | 5745 | -865 | -865 |
| 46 SHARES OF MANPOWERGROUP INC | P | 2010-12-17 | 2011-09-20 | 1674 | 2973 | -1299 | -1299 |
| 26 SHARES OF MANPOWERGROUP INC | P | 2011-08-17 | 2011-09-20 | 946 | 1090 | -144 | -144 |
| 42 SHARES OF COCA COLA CO | P | 2010-12-15 | 2011-10-04 | 2680 | 2703 | -23 | -23 |
| 45 SHARES OF KELLOGG CO | P | 2010-12-15 | 2011-10-25 | 2429 | 2294 | 135 | 135 |
| 18 SHARES OF KELLOGG CO | P | 2010-12-17 | 2011-10-25 | 972 | 923 | 49 | 49 |
| 40 SHARES OF CERNER CORP | P | 2011-02-22 | 2011-11-01 | 2478 | 1961 | 517 | 517 |
| 91 SHARES OF DISCOVER FINANCIAL SVCS | P | 2011-08-15 | 2011-11-01 | 2075 | 2202 | -127 | -127 |
| 50 SHARES OF FEDEX CORP | P | 2010-12-17 | 2011-11-01 | 3973 | 4635 | -662 | -662 |
| 60 SHARES OF GENERAL MILLS INC | P | 2010-12-15 | 2011-11-01 | 2298 | 2186 | 112 | 112 |
| 37 SHARES OF GENERAL MILLS INC | P | 2010-12-17 | 2011-11-01 | 1417 | 1331 | 86 | 86 |
| 8 SHARES OF GENERAL MILLS INC | P | 2011-02-22 | 2011-11-01 | 306 | 295 | 11 | 11 |
| 6 SHARES OF MASTERCARD INC CL A | P | 2010-12-17 | 2011-11-01 | 2025 | 1336 | 689 | 689 |
| 66 SHARES OF PALL CORP | P | 2010-12-17 | 2011-11-01 | 3275 | 3303 | -28 | -28 |
| 10 SHARES OF PALL CORP | P | 2011-08-17 | 2011-11-01 | 496 | 479 | 17 | 17 |
| 8 SHARES OF VISA INC CL A | P | 2010-12-15 | 2011-11-01 | 725 | 629 | 96 | 96 |
| 251 SHARES OF CARNIVAL CORP | P | 2011-03-22 | 2011-11-08 | 8592 | 9862 | -1270 | -1270 |
| 54 SHARES OF NORFOLK SOUTHERN CORP | P | 2010-12-17 | 2011-11-08 | 4010 | 3383 | 627 | 627 |
| 11 SHARES OF NORFOLK SOUTHERN CORP | P | 2011-03-01 | 2011-11-08 | 817 | 716 | 101 | 101 |
| 112 SHARES OF SCHWAB (CHAS) CORP | P | 2010-12-15 | 2011-11-23 | 1198 | 1879 | -681 | -681 |
| 298 SHARES OF SCHWAB (CHAS) CORP | P | 2010-12-17 | 2011-11-23 | 3189 | 5093 | -1904 | -1904 |
| 119 SHARES OF SUCCESSFACTORS INC | P | 2011-09-20 | 2011-12-07 | 4737 | 2972 | 1765 | 1765 |
| 97 SHARES OF UNITED PARCEL SERVICE CLASS B | P | 2010-12-17 | 2011-12-07 | 7039 | 7121 | -82 | -82 |
| 688 SHARES OF ISHARES RUSSELL 3000 INDEX | P | 2010-01-20 | 2011-05-26 | 54592 | 45783 | 8809 | 8809 |
| 170 SHARES OF PROGRESSIVE CORP OHIO | P | 2010-01-21 | 2011-02-15 | 3422 | 2955 | 467 | 467 |
| 50 SHARES OF ACCENTURE PLC | P | 2010-01-21 | 2011-03-15 | 2501 | 2158 | 343 | 343 |
| 30 SHARES OF BECTON DICKINSON & CO | P | 2010-01-21 | 2011-03-22 | 2344 | 2289 | 55 | 55 |
| 3 SHARES OF BECTON DICKINSON & CO | P | 2010-02-24 | 2011-03-22 | 234 | 234 | 0 | 0 |
| 16 SHARES OF SHERWIN WILLIAMS CO | P | 2010-01-21 | 2011-04-05 | 1363 | 942 | 421 | 421 |
| 60 SHARES OF AUTOMATIC DATA PROCESSING INC | P | 2010-01-21 | 2011-05-17 | 3210 | 2534 | 676 | 676 |
| 3 SHARES OF AUTOMATIC DATA PROCESSING INC | P | 2010-02-24 | 2011-05-17 | 161 | 125 | 36 | 36 |
| 45 SHARES OF JUNIPER NETWORKS INC | P | 2010-01-21 | 2011-06-07 | 1468 | 1179 | 289 | 289 |
| 40 SHARES OF NORTHERN TRUST CORP | P | 2010-01-21 | 2011-07-27 | 1803 | 2145 | -342 | -342 |
| 60 SHARES OF WASTE MANAGEMENT INC | P | 2010-01-21 | 2011-08-10 | 1761 | 1993 | -232 | -232 |
| 6 SHARES OF WASTE MANAGEMENT INC | P | 2010-02-24 | 2011-08-10 | 176 | 196 | -20 | -20 |
| 35 SHARES OF BOEING CO | P | 2010-01-21 | 2011-08-15 | 2155 | 2077 | 78 | 78 |
| 4 SHARES OF BOEING CO | P | 2010-05-25 | 2011-08-15 | 246 | 249 | -3 | -3 |
| 35 SHARES OF CAMECO CORP | P | 2010-01-21 | 2011-08-15 | 814 | 1023 | -209 | -209 |
| 18 SHARES OF CAMECO CORP | P | 2010-02-16 | 2011-08-15 | 419 | 509 | -90 | -90 |
| 16 SHARES OF MARTIN MARIETTA MATERIALS | P | 2010-04-13 | 2011-08-15 | 1070 | 1391 | -321 | -321 |
| 137 SHARES OF BANK NEW YORK MELLON CORP | P | 2010-01-21 | 2011-08-15 | 2788 | 4217 | -1429 | -1429 |
| 75 SHARES OF SAFEWAY INC | P | 2010-01-21 | 2011-08-17 | 1389 | 1711 | -322 | -322 |
| 46 SHARES OF UNILEVER PLC SPONS ADR | P | 2010-01-21 | 2011-08-17 | 1581 | 1447 | 134 | 134 |
| 184 SHARES OF WESTERN UNION CO | P | 2010-02-16 | 2011-09-06 | 2860 | 3041 | -181 | -181 |
| 17 SHARES OF WESTERN UNION CO | P | 2010-02-24 | 2011-09-06 | 264 | 275 | -11 | -11 |
| 31 SHARES OF MANPOWERGROUP INC | P | 2010-06-01 | 2011-09-20 | 1128 | 1380 | -252 | -252 |
| 22 SHARES OF KELLOGG CO | P | 2010-01-21 | 2011-10-25 | 1188 | 1177 | 11 | 11 |
| 34 SHARES OF GENERAL MILLS INC | P | 2010-01-21 | 2011-11-01 | 1302 | 1209 | 93 | 93 |
| 17 SHARES OF VISA INC CL A | P | 2010-08-10 | 2011-11-01 | 1541 | 1271 | 270 | 270 |
| 2 SHARES OF VISA INC CL A | P | 2010-10-19 | 2011-11-01 | 181 | 157 | 24 | 24 |
| 196 SHARES OF BOSTON SCIENTIFIC | P | 2010-02-24 | 2011-12-21 | 1002 | 1542 | -540 | -540 |
| CAPITAL GAIN | P | 2011-01-02 | 2011-12-31 | 5106 | 5106 | 5106 | |
| CAPITAL GAIN | P | 2010-12-30 | 2011-12-31 | 1328 | 1328 | 1328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -102438 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 741461 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 495416 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.496643 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2100 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 29593 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.070963 | DistributionRatioYear2 |
| Total Distribution Ratio | 1.567606 | TotalDistributionRatio |
| Average Distribution Ratio | 0.783803 | AverageDistributionRatio |
| Net Noncharitable Assets | 1305908 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1023575 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1016 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1024591 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 896567 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2032 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2032 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2032 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1500 | TotalCreditsAndPayments |
| Tax Due | 532 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PITCAIRN TRUST COMPANY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2158816000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 TOWNSHIP LINE ROAD | AddressLine1 |
| City | JENKINTOWN | City |
| State | PA | State |
| ZIP Code | 19046 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1205649 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 120146 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1325795 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1325795 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19887 | CashDeemedCharitable |
| Net Noncharitable Assets | 1305908 | NetNoncharitableAssets |
| Minimum Investment Return | 65295 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 65295 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2032 | TaxBasedOnInvestmentIncome |
| Total Tax | 2032 | TotalTax |
| Distributable Amount Before Adj | 63263 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 63263 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 63263 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 896567 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 896567 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 896567 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 63263 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 638 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 718768 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 719406 | TotalExcessDistriCarryover |
| Qualifying Distributions | 896567 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 63263 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 833304 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1552710 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1552710 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 638 | ExcessFromYear2 |
| Excess From Year1 | 718768 | ExcessFromYear1 |
| Excess From Current Year | 833304 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 11454 | ALEXANDRIA | VA | 22312 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| AUTISM SPEAKS | |||||||
| 5455 WILSHIRE BOULEVARD STE 2250 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | RUN 2010 | $5,000 |
| AUTISM SPEAKS | |||||||
| 5455 WILSHIRE BOULEVARD STE 2250 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,250 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD 2ND FLOOR | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| FORD'S THEATER SOCIETY | |||||||
| 511 TENTH STREET NW | WASHINGTON | DC | 20004 | NONE | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| IMAGINATION STAGE | |||||||
| 4908 AUBURN AVENUE | BETHESDA | MD | 208142629 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,000 |
| JOHNS HOPKINS | |||||||
| 100 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | LISA SANDLER SPAETH MEMORIAL FUND | $1,000 |
| NATIONAL MS SOCIETY | |||||||
| 1100 NEW YORK AVENUE NW SUITE 660 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| NCCF | |||||||
| 6301 GREENTREE ROAD | BETHESDA | MD | 208173399 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| STEPPING STONES SHELTER | |||||||
| 1070 PO BOX 712 | ROCKVILLE | MD | 208480712 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| THE ASPEN INSTITUTE | |||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 200361133 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200,000 |
| TRUST FOR THE NATIONAL MALL | |||||||
| PO BOX 96475 | WASHINGTON | DC | 200906475 | NONE | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| UPWARD BOUND | |||||||
| 400 MARYLAND AVENUE SW | WASHINGTON | DC | 20202 | NONE | PUBLIC CHARITY | UNRESTRICTED | $64,500 |
| VISIBLE MEN | |||||||
| 4836 RUGBY AVENUE | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | UNRESTRICTED | $50,660 |
| WASHINGTON AREA WOMEN'S FOUNDATION | |||||||
| 1411 K STREET NW SUITE 800 | WASHINGTON | DC | 200053458 | NONE | PUBLIC CHARITY | UNRESTRICTED | $50,503 |
| SPECIAL LOVE INC | |||||||
| 31 CENTER DRIVE BOX 2062 | BETHESDA | MD | 208922062 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| NEEDIEST KIDS | |||||||
| 8283 GREENSBORO DRIVE | MCLEAN | VA | 22101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| NATIONAL BRAIN TUMOR SOCIETY | |||||||
| 124 WATERTOWN STREET SUITE 2D | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| CATHOLIC CHARITIES FOUNDATION | |||||||
| 924 G STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| PEER HEALTH EXCHANGE INC | |||||||
| 70 GOLD STREET | SAN FRANCISCO | CA | 94133 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200,000 |
| JUST TRYAN IT | |||||||
| PO BOX 34589 | BETHESDA | MD | 20827 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| STONE SOUP FILMS | |||||||
| 1070 THOMAS JEFFERSON STREET NW 202 | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| MOBILE MEDICAL CARE INC | |||||||
| 9039 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | UNRESTRICTED | $365 |
| THE AMERICAN CANCEER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 731231718 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| CALVARY WOMEN'S SERVICES | |||||||
| 928 5TH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| MARK'S RUN | |||||||
| 6101 WILSON LANE | BETHESDA | MD | 208173399 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| CHESAPEAKE BAY MARITIME MUSEUM | |||||||
| 213 N TALBOT STREET PO BOX 636 | ST MICHAELS | MD | 21663 | NONE | UNRESTRICTED | $4,000 | |
| THEARC | |||||||
| 1901 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| VENTURE PHILANTHROPY PARTNERS | |||||||
| 1201 15TH STREET NW SUITE 420 | WASHINGTON | DC | 20005 | NONE | P | UNRESTRICTED | $100,000 |
| COLLEEN & ERIN MARLATT SCHOLARSHIP FUND | |||||||
| PO BOX 321 | CLARKSVILLE | MD | 210290321 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| POTOMAC UNITED METHODIST CHURCH | |||||||
| 9908 SOUTH GLEN ROAD | POTOMAC | MD | 20854 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| DAVID LYNCH FOUNDATION | |||||||
| 1000 NORTH FOURTH | FAIRFIELD | IA | 52557 | NONE | PUBLIC CHARITY | UNRESTRICTED | $26,500 |
| THE COMMUNITY FOUNDATION FOR MONTGOMERY COUNTY | |||||||
| 8720 GEORGIA AVENUE SUITE 202 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GEORGE VINALL ALS FOUNDATION | |||||||
| PO BOX 231 | MCLEAN | VA | 22101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| JEWISH COMMUNITY CENTER OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| THE WASHINGTON BALLET | |||||||
| 3515 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ST RAPHAEL CATHOLIC CHURCH | |||||||
| 1513 DUNSTER ROAD | ROCKVILLE | MD | 20854 | NONE | PUBLIC CHARITY | UNRESTRICTED | $300 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTIVE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 894028 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $104 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $101,619 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$102,438 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$715 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -715 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | SCOTT BRICKMAN | 10721 RED BARN LANE | POTOMAC | MD | 20854 | 300000 | X |
| 2 | PATRICE BRICKMAN | 10721 RED BARN LANE | POTOMAC | MD | 20854 | 300000 | X |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PITCAIRN TRUST COMPANY | NameOfStock |
| EOY Book Value | 654691 | EOYBookValue |
| EOYFMV | 627250 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BASIS ADJUSTMENT DUE TO REBALANCING THE PORTFOLIOS | Description |
| Amount | $991 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| SCOTT BRICKMAN | |||
| 10721 RED BARN LANE | POTOMAC | MD | 20854 |
| PATRICE BRICKMAN | |||
| 10721 RED BARN LANE | POTOMAC | MD | 20854 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $134 | 134 | 0 |
| FEDERAL EXCISE TAX | $2,539 | 0 | 2539 |
Comments