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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-14T14:13:40-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN232472424EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Pitcairn Trust CompanyBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1165 Township Line Road Ste 3000AddressLine1
CityJenkintownCity
StatePAState
ZIP Code19046ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN616356351EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSCOTNameControl
Phone2158816000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line110721 RED BARN LANEAddressLine1
CityPOTOMACCity
StateMDState
ZIP Code20854ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSCOTT BRICKMANName
TitleCO-TRUSTEETitle
Phone2158816000Phone
Date Signed2012-05-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMatthew R HilbertName
PTINP01437997PTIN
Phone2158876700Phone
Date Prepared2012-05-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1336096FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss600000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss104InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm104InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss101619DividendsRevAndExpnss
Dividends Net Invst Incm101619DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-102438NetGainSaleAssetsRevAndExpnss
Gross Sales Price1016740GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses599285TotalRevenueAndExpenses
Total Net Investment Income101723TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss2673TaxesRevAndExpnss
Taxes Net Invst Incm134TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps2539TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2673TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm134TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2539TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss894028ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps894028ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss896701TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm134TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps896567TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-297416ExcessOfRevenueOverExpenses
Net Investment Income101589NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY196CashBOY
Cash EOY12CashEOY
Cash EOYFMV12CashEOYFMV
Savings And Temp Cash Invst BOY278849SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY708834SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV708834SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY1382899InvestmentsCorpStockBOY
Investments Corp Stock EOY654691InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV627250InvestmentsCorpStockEOYFMV
Total Assets BOY1661944TotalAssetsBOY
Total Assets EOY1363537TotalAssetsEOY
Total Assets EOYFMV1336096TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY1661944UnrestrictedBOY
Unrestricted EOY1363537UnrestrictedEOY
Total Net Assets BOY1661944TotalNetAssetsBOY
Total Net Assets EOY1363537TotalNetAssetsEOY
Total Liabilities Net Assets BOY1661944TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1363537TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1661944TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-297416ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1364528Subtotal
Other Decreases991OtherDecreases
Total Net Assets Fund Balances EOY1363537TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (168 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
5050.505 SHARES OF PIMCO COMMODITY REAL RETURN INSTLP2010-12-292011-04-11499704728626842684
359 SHARES OF ISHARES RUSSELL 3000 INDEXP2010-11-152011-05-26284862564528412841
10449.321 SHARES OF PIMCO COMMODITY REAL RETURN INSTLP2010-12-292011-06-14999709783321372137
3.08 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONALP2010-11-302011-07-263435-1-1
.048 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONALP2010-12-082011-07-261100
.106 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONALP2010-12-082011-07-261100
.01 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONALP2010-12-312011-07-2600
.008 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONALP2011-01-312011-07-2600
.009 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONALP2011-02-282011-07-2600
.009 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONALP2011-03-312011-07-2600
.009 SHARES OF PIMCO TOTAL RETURN FUND INSTITUTIONALP2011-04-302011-07-2600
16891.892 SHARES OF PIMCO COMMODITY REAL RETURN INSTLP2010-12-292011-08-04149970158153-8183-8183
6273.526 SHARES OF PIMCO COMMODITY REAL RETURN INSTLP2010-12-292011-11-104997058737-8767-8767
30769.231 SHARES OF PIMCO COMMODITY REAL RETURN INSTLP2010-12-292011-12-29199970288081-88111-88111
109 SHARES OF BOSTON SCIENTIFICP2010-02-242011-01-11802858-56-56
39 SHARES OF THERMO FISHER SCIENTIFIC INCP2010-01-212011-01-1122091863346346
58 SHARES OF THERMO FISHER SCIENTIFIC INCP2010-12-152011-01-11328632018585
51 SHARES OF THERMO FISHER SCIENTIFIC INCP2010-12-172011-01-11288928216868
37 SHARES OF VULCAN MATERIALSP2010-12-152011-01-1115091747-238-238
31 SHARES OF VULCAN MATERIALSP2010-12-172011-01-1112651453-188-188
542 SHARES OF SCHWAB (CHAS) CORPP2010-12-172011-01-18100569263793793
27 SHARES OF MARTIN MARIETTA MATERIALSP2010-12-172011-01-2522622543-281-281
16 SHARES OF BECTON DICKINSON & COP2010-12-172011-02-0812851359-74-74
3 SHARES OF MONSANTO COP2010-04-202011-02-082232012222
55 SHARES OF MONSANTO COP2010-12-172011-02-0840953544551551
19 SHARES OF PROGRESSIVE CORP OHIOP2010-02-242011-02-153823285454
125 SHARES OF PROGRESSIVE CORP OHIOP2010-12-152011-02-1525162573-57-57
408 SHARES OF PROGRESSIVE CORP OHIOP2010-12-172011-02-1582138066147147
91 SHARES OF ACCENTURE PLCP2010-12-172011-02-2247594603156156
18 SHARES OF AMPHENOL CORP CL AP2010-09-282011-02-221017878139139
13 SHARES OF AMPHENOL CORP CL AP2010-12-152011-02-227346874747
37 SHARES OF AMPHENOL CORP CL AP2010-12-172011-02-2220901962128128
58 SHARES OF AMER EXPRESS COP2010-12-152011-02-2225652685-120-120
84 SHARES OF BECTON DICKINSON & COP2010-12-172011-02-2266897136-447-447
40 SHARES OF MANPOWERGROUP INCP2010-12-172011-02-22261425852929
5 SHARES OF WASHINGTON POST CL BP2010-05-052011-03-0121802499-319-319
14 SHARES OF WASHINGTON POST CL BP2010-12-172011-03-0161045926178178
46 SHARES OF ACCENTURE PLCP2010-12-172011-03-1523012327-26-26
20 SHARES OF BECTON DICKINSON & COP2010-04-202011-03-2215621594-32-32
15 SHARES OF BECTON DICKINSON & COP2010-12-152011-03-2211721247-75-75
33 SHARES OF BECTON DICKINSON & COP2010-12-172011-03-2225782803-225-225
5 SHARES OF SHERWIN WILLIAMS COP2010-12-152011-04-054264042222
42 SHARES OF SHERWIN WILLIAMS COP2010-12-172011-04-0535793449130130
25 SHARES OF SHERWIN WILLIAMS COP2011-03-222011-04-05213020616969
93 SHARES OF HESS CORPORATIONP2010-12-172011-04-1273367008328328
164 SHARES OF WEATHERFORD INTL LTDP2010-12-172011-04-1234123534-122-122
58 SHARES OF WASTE MANAGEMENT INCP2010-12-152011-04-19216421026262
27 SHARES OF CAMECO CORPP2010-12-172011-04-267881056-268-268
117 SHARES OF AUTODESK INCP2010-12-172011-04-2852774613664664
62 SHARES OF BAKER HUGHES INCP2010-12-172011-04-284808346713411341
8 SHARES OF JUNIPER NETWORKS INCP2010-12-172011-05-0329929544
139 SHARES OF JUNIPER NETWORKS INCP2011-04-122011-05-0351995295-96-96
7 SHARES OF AUTOMATIC DATA PROCESSING INCP2010-12-152011-05-173743274747
170 SHARES OF AUTOMATIC DATA PROCESSING INCP2010-12-172011-05-179095795111441144
56 SHARES OF AMER EXPRESS COP2010-12-152011-05-1728152592223223
66 SHARES OF AMER EXPRESS COP2010-12-172011-05-1733182937381381
74 SHARES OF VIRGIN MEDIA INC COMP2010-06-292011-05-172356124911071107
105 SHARES OF VIRGIN MEDIA INC COMP2010-12-172011-05-1733432747596596
119 SHARES OF JUNIPER NETWORKS INCP2010-12-172011-06-0738814383-502-502
73 SHARES OF NESTLE SA SPONS ADRP2010-12-172011-06-2145554219336336
24 SHARES OF PEPSICO INCP2010-07-132011-06-2116521533119119
125 SHARES OF PEPSICO INCP2010-12-152011-06-218603677718261826
109 SHARES OF NORTHERN TRUST CORPP2010-12-172011-07-2749145920-1006-1006
50 SHARES OF NORTHERN TRUST CORPP2011-03-012011-07-2722542572-318-318
6 SHARES OF WASTE MANAGEMENT INCP2010-12-152011-08-10176217-41-41
123 SHARES OF WASTE MANAGEMENT INCP2010-12-172011-08-1036094453-844-844
104 SHARES OF CERNER CORPP2011-02-222011-08-1057635099664664
37 SHARES OF GEN-PROBE INCP2010-12-172011-08-1020802158-78-78
25 SHARES OF BOEING COP2010-12-152011-08-1515391610-71-71
85 SHARES OF BOEING COP2010-12-172011-08-1552345501-267-267
54 SHARES OF CAMECO CORPP2010-08-252011-08-1512561297-41-41
273 SHARES OF CAMECO CORPP2010-12-172011-08-15634910680-4331-4331
46 SHARES OF CAMECO CORPP2011-03-222011-08-1510701485-415-415
18 SHARES OF MARTIN MARIETTA MATERIALSP2010-12-172011-08-1512041695-491-491
188 SHARES OF SHAW GROUP INCP2011-04-282011-08-1542697333-3064-3064
36 SHARES OF VULCAN MATERIALSP2010-10-052011-08-1511271349-222-222
34 SHARES OF VULCAN MATERIALSP2010-12-172011-08-1510641594-530-530
77 SHARES OF VULCAN MATERIALSP2011-06-282011-08-1524092962-553-553
30 SHARES OF VISTAPRINT NV COMP2010-10-262011-08-158441176-332-332
84 SHARES OF VISTAPRINT NV COMP2010-12-172011-08-1523633701-1338-1338
100 SHARES OF BANK NEW YORK MELLON CORPP2010-12-152011-08-1520355468-3433-3433
46 SHARES OF STATE STREET CORPP2011-01-252011-08-1516302176-546-546
6 SHARES OF MASTERCARD INC CL AP2010-10-192011-08-1519931430563563
5 SHARES OF MASTERCARD INC CL AP2010-12-152011-08-1516611260401401
2 SHARES OF MASTERCARD INC CL AP2010-12-172011-08-15664445219219
63 SHARES OF QUALCOMM INCP2010-12-172011-08-15320531178888
13 SHARES OF CERNER CORPP2011-02-222011-08-17772637135135
19 SHARES OF COCA COLA COP2010-12-152011-08-17130912238686
9 SHARES OF COCA COLA COP2010-12-172011-08-176205883232
47 SHARES OF DEVRY INCP2011-05-032011-08-1721062501-395-395
30 SHARES OF DICKS SPORTING GOODS INCP2010-12-172011-08-1710021112-110-110
12 SHARES OF GEN-PROBE INCP2010-12-172011-08-177387003838
47 SHARES OF GENERAL MILLS INCP2011-02-222011-08-171730173000
15 SHARES OF HESS CORPORATIONP2010-12-172011-08-179101130-220-220
66 SHARES OF KRAFT FOODS INC CL AP2011-01-112011-08-1722812071210210
8 SHARES OF MONSANTO COP2010-12-172011-08-175625154747
30 SHARES OF MONSANTO COP2011-03-152011-08-17210720357272
112 SHARES OF NEWS CORP INC - CL AP2011-07-272011-08-1719201799121121
35 SHARES OF NORFOLK SOUTHERN CORPP2011-03-012011-08-1724082278130130
210 SHARES OF SAFEWAY INCP2010-12-172011-08-1738904594-704-704
139 SHARES OF SAFEWAY INCP2011-03-012011-08-1725753030-455-455
33 SHARES OF SCHLUMBERGER LTDP2010-12-152011-08-1726662678-12-12
99 SHARES OF SPIRIT AEROSYSTEMS HLDP2011-02-152011-08-1715552506-951-951
207 SHARES OF SPIRIT AEROSYSTEMS HLDP2011-02-222011-08-1732525130-1878-1878
18 SHARES OF UNITED PARCEL SERVICE CLASS BP2010-12-172011-08-1711821321-139-139
15 SHARES OF VISA INC CL AP2010-10-192011-08-1712881180108108
254 SHARES OF WESTERN UNION COP2010-12-172011-08-1743404647-307-307
44 SHARES OF NESTLE SA SPONS ADRP2010-12-172011-08-1728242543281281
30 SHARES OF RYANAIR HOLDINGS PLC ADRP2010-12-172011-08-17811892-81-81
836 SHARES OF ERICSSON ADR CL BP2011-04-052011-08-24903110866-1835-1835
91 SHARES OF ERICSSON ADR CL BP2011-04-122011-08-249831164-181-181
141 SHARES OF GENERAL MILLS INCP2011-02-222011-08-2451825191-9-9
235 SHARES OF QUANTA SERVICES INCP2010-12-172011-08-2440114620-609-609
20 SHARES OF STRAYER EDUCATION INCP2011-02-082011-08-2417982450-652-652
47 SHARES OF CAPELLA EDUCATION COMPP2011-02-152011-09-0614082506-1098-1098
314 SHARES OF WESTERN UNION COP2010-12-172011-09-0648805745-865-865
46 SHARES OF MANPOWERGROUP INCP2010-12-172011-09-2016742973-1299-1299
26 SHARES OF MANPOWERGROUP INCP2011-08-172011-09-209461090-144-144
42 SHARES OF COCA COLA COP2010-12-152011-10-0426802703-23-23
45 SHARES OF KELLOGG COP2010-12-152011-10-2524292294135135
18 SHARES OF KELLOGG COP2010-12-172011-10-259729234949
40 SHARES OF CERNER CORPP2011-02-222011-11-0124781961517517
91 SHARES OF DISCOVER FINANCIAL SVCSP2011-08-152011-11-0120752202-127-127
50 SHARES OF FEDEX CORPP2010-12-172011-11-0139734635-662-662
60 SHARES OF GENERAL MILLS INCP2010-12-152011-11-0122982186112112
37 SHARES OF GENERAL MILLS INCP2010-12-172011-11-01141713318686
8 SHARES OF GENERAL MILLS INCP2011-02-222011-11-013062951111
6 SHARES OF MASTERCARD INC CL AP2010-12-172011-11-0120251336689689
66 SHARES OF PALL CORPP2010-12-172011-11-0132753303-28-28
10 SHARES OF PALL CORPP2011-08-172011-11-014964791717
8 SHARES OF VISA INC CL AP2010-12-152011-11-017256299696
251 SHARES OF CARNIVAL CORPP2011-03-222011-11-0885929862-1270-1270
54 SHARES OF NORFOLK SOUTHERN CORPP2010-12-172011-11-0840103383627627
11 SHARES OF NORFOLK SOUTHERN CORPP2011-03-012011-11-08817716101101
112 SHARES OF SCHWAB (CHAS) CORPP2010-12-152011-11-2311981879-681-681
298 SHARES OF SCHWAB (CHAS) CORPP2010-12-172011-11-2331895093-1904-1904
119 SHARES OF SUCCESSFACTORS INCP2011-09-202011-12-074737297217651765
97 SHARES OF UNITED PARCEL SERVICE CLASS BP2010-12-172011-12-0770397121-82-82
688 SHARES OF ISHARES RUSSELL 3000 INDEXP2010-01-202011-05-26545924578388098809
170 SHARES OF PROGRESSIVE CORP OHIOP2010-01-212011-02-1534222955467467
50 SHARES OF ACCENTURE PLCP2010-01-212011-03-1525012158343343
30 SHARES OF BECTON DICKINSON & COP2010-01-212011-03-22234422895555
3 SHARES OF BECTON DICKINSON & COP2010-02-242011-03-2223423400
16 SHARES OF SHERWIN WILLIAMS COP2010-01-212011-04-051363942421421
60 SHARES OF AUTOMATIC DATA PROCESSING INCP2010-01-212011-05-1732102534676676
3 SHARES OF AUTOMATIC DATA PROCESSING INCP2010-02-242011-05-171611253636
45 SHARES OF JUNIPER NETWORKS INCP2010-01-212011-06-0714681179289289
40 SHARES OF NORTHERN TRUST CORPP2010-01-212011-07-2718032145-342-342
60 SHARES OF WASTE MANAGEMENT INCP2010-01-212011-08-1017611993-232-232
6 SHARES OF WASTE MANAGEMENT INCP2010-02-242011-08-10176196-20-20
35 SHARES OF BOEING COP2010-01-212011-08-15215520777878
4 SHARES OF BOEING COP2010-05-252011-08-15246249-3-3
35 SHARES OF CAMECO CORPP2010-01-212011-08-158141023-209-209
18 SHARES OF CAMECO CORPP2010-02-162011-08-15419509-90-90
16 SHARES OF MARTIN MARIETTA MATERIALSP2010-04-132011-08-1510701391-321-321
137 SHARES OF BANK NEW YORK MELLON CORPP2010-01-212011-08-1527884217-1429-1429
75 SHARES OF SAFEWAY INCP2010-01-212011-08-1713891711-322-322
46 SHARES OF UNILEVER PLC SPONS ADRP2010-01-212011-08-1715811447134134
184 SHARES OF WESTERN UNION COP2010-02-162011-09-0628603041-181-181
17 SHARES OF WESTERN UNION COP2010-02-242011-09-06264275-11-11
31 SHARES OF MANPOWERGROUP INCP2010-06-012011-09-2011281380-252-252
22 SHARES OF KELLOGG COP2010-01-212011-10-25118811771111
34 SHARES OF GENERAL MILLS INCP2010-01-212011-11-01130212099393
17 SHARES OF VISA INC CL AP2010-08-102011-11-0115411271270270
2 SHARES OF VISA INC CL AP2010-10-192011-11-011811572424
196 SHARES OF BOSTON SCIENTIFICP2010-02-242011-12-2110021542-540-540
CAPITAL GAINP2011-01-022011-12-31510651065106
CAPITAL GAINP2010-12-302011-12-31132813281328
FieldValueIRS element (for citing)
Capital Gain Net Income-102438CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1741461QualifyingDistributionsYear1
Noncharitable Assets Year1495416NoncharitableAssetsYear1
Distribution Ratio Year11.496643DistributionRatioYear1
Qualifying Distributions Year22100QualifyingDistributionsYear2
Noncharitable Assets Year229593NoncharitableAssetsYear2
Distribution Ratio Year20.070963DistributionRatioYear2
Total Distribution Ratio1.567606TotalDistributionRatio
Average Distribution Ratio0.783803AverageDistributionRatio
Net Noncharitable Assets1305908NetNoncharitableAssets
Adjusted Noncharitable Assets1023575AdjustedNoncharitableAssets
One Percent Net Investment Income1016OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1024591AdjNonchrtblAssetsAndOnePct
Qualifying Distributions896567QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax2032InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal2032Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income2032TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1500EstTaxPaymentsAndOverpayment
Total Credits And Payments1500TotalCreditsAndPayments
Tax Due532TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NamePITCAIRN TRUST COMPANYBooksInCareOfPersonName
Books In Care Of Phone Number2158816000BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1165 TOWNSHIP LINE ROADAddressLine1
CityJENKINTOWNCity
StatePAState
ZIP Code19046ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
SCOTT BRICKMAN
10721 RED BARN LANEPOTOMACMD20854CO-TRUSTEE1.00000
PATRICE BRICKMAN
10721 RED BARN LANEPOTOMACMD20854CO-TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1205649AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances120146AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1325795TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1325795AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable19887CashDeemedCharitable
Net Noncharitable Assets1305908NetNoncharitableAssets
Minimum Investment Return65295MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return65295MinimumInvestmentReturn
Tax Based On Investment Income2032TaxBasedOnInvestmentIncome
Total Tax2032TotalTax
Distributable Amount Before Adj63263DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded63263DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted63263DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions896567ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions896567QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions896567AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted63263DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year2638ExcessDistriCarryoverYear2
Excess Distri Carryover Year1718768ExcessDistriCarryoverYear1
Total Excess Distri Carryover719406TotalExcessDistriCarryover
Qualifying Distributions896567QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year63263AppliedToCurrentYear
Remaining Distri From Corpus833304RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1552710TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1552710ExcessDistriCyovToNextYear
Excess From Year2638ExcessFromYear2
Excess From Year1718768ExcessFromYear1
Excess From Current Year833304ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN DIABETES ASSOCIATION
PO BOX 11454ALEXANDRIAVA22312NONEPUBLIC CHARITYUNRESTRICTED$1,500
AUTISM SPEAKS
5455 WILSHIRE BOULEVARD STE 2250LOS ANGELESCA90036NONEPUBLIC CHARITYRUN 2010$5,000
AUTISM SPEAKS
5455 WILSHIRE BOULEVARD STE 2250LOS ANGELESCA90036NONEPUBLIC CHARITYUNRESTRICTED$5,000
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVENUE NWWASHINGTONDC20010NONEPUBLIC CHARITYUNRESTRICTED$10,250
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD 2ND FLOORBETHESDAMD20814NONEPUBLIC CHARITYUNRESTRICTED$25,000
FORD'S THEATER SOCIETY
511 TENTH STREET NWWASHINGTONDC20004NONEPUBLIC CHARITYUNRESTRICTED$20,000
IMAGINATION STAGE
4908 AUBURN AVENUEBETHESDAMD208142629NONEPUBLIC CHARITYUNRESTRICTED$6,000
JOHNS HOPKINS
100 NORTH CHARLES STREETBALTIMOREMD21201NONEPUBLIC CHARITYLISA SANDLER SPAETH MEMORIAL FUND$1,000
NATIONAL MS SOCIETY
1100 NEW YORK AVENUE NW SUITE 660WASHINGTONDC20005NONEPUBLIC CHARITYUNRESTRICTED$10,000
NCCF
6301 GREENTREE ROADBETHESDAMD208173399NONEPUBLIC CHARITYUNRESTRICTED$1,000
STEPPING STONES SHELTER
1070 PO BOX 712ROCKVILLEMD208480712NONEPUBLIC CHARITYUNRESTRICTED$2,500
THE ASPEN INSTITUTE
ONE DUPONT CIRCLE NW SUITE 700WASHINGTONDC200361133NONEPUBLIC CHARITYUNRESTRICTED$200,000
TRUST FOR THE NATIONAL MALL
PO BOX 96475WASHINGTONDC200906475NONEPUBLIC CHARITYUNRESTRICTED$20,000
UPWARD BOUND
400 MARYLAND AVENUE SWWASHINGTONDC20202NONEPUBLIC CHARITYUNRESTRICTED$64,500
VISIBLE MEN
4836 RUGBY AVENUEBETHESDAMD20814NONEPUBLIC CHARITYUNRESTRICTED$50,660
WASHINGTON AREA WOMEN'S FOUNDATION
1411 K STREET NW SUITE 800WASHINGTONDC200053458NONEPUBLIC CHARITYUNRESTRICTED$50,503
SPECIAL LOVE INC
31 CENTER DRIVE BOX 2062BETHESDAMD208922062NONEPUBLIC CHARITYUNRESTRICTED$1,000
NEEDIEST KIDS
8283 GREENSBORO DRIVEMCLEANVA22101NONEPUBLIC CHARITYUNRESTRICTED$10,000
NATIONAL BRAIN TUMOR SOCIETY
124 WATERTOWN STREET SUITE 2DWATERTOWNMA02472NONEPUBLIC CHARITYUNRESTRICTED$1,500
CATHOLIC CHARITIES FOUNDATION
924 G STREET NWWASHINGTONDC20001NONEPUBLIC CHARITYUNRESTRICTED$10,000
PEER HEALTH EXCHANGE INC
70 GOLD STREETSAN FRANCISCOCA94133NONEPUBLIC CHARITYUNRESTRICTED$200,000
JUST TRYAN IT
PO BOX 34589BETHESDAMD20827NONEPUBLIC CHARITYUNRESTRICTED$250
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006NONEPUBLIC CHARITYUNRESTRICTED$10,000
STONE SOUP FILMS
1070 THOMAS JEFFERSON STREET NW 202WASHINGTONDC20007NONEPUBLIC CHARITYUNRESTRICTED$100
MOBILE MEDICAL CARE INC
9039 OLD GEORGETOWN ROADBETHESDAMD20814NONEPUBLIC CHARITYUNRESTRICTED$365
THE AMERICAN CANCEER SOCIETY
PO BOX 22718OKLAHOMA CITYOK731231718NONEPUBLIC CHARITYUNRESTRICTED$2,000
CALVARY WOMEN'S SERVICES
928 5TH STREET NWWASHINGTONDC20001NONEPUBLIC CHARITYUNRESTRICTED$5,000
MARK'S RUN
6101 WILSON LANEBETHESDAMD208173399NONEPUBLIC CHARITYUNRESTRICTED$100
CHESAPEAKE BAY MARITIME MUSEUM
213 N TALBOT STREET PO BOX 636ST MICHAELSMD21663NONEUNRESTRICTED$4,000
THEARC
1901 MISSISSIPPI AVENUE SEWASHINGTONDC20020NONEPUBLIC CHARITYUNRESTRICTED$25,000
VENTURE PHILANTHROPY PARTNERS
1201 15TH STREET NW SUITE 420WASHINGTONDC20005NONEPUNRESTRICTED$100,000
COLLEEN & ERIN MARLATT SCHOLARSHIP FUND
PO BOX 321CLARKSVILLEMD210290321NONEPUBLIC CHARITYUNRESTRICTED$500
POTOMAC UNITED METHODIST CHURCH
9908 SOUTH GLEN ROADPOTOMACMD20854NONEPUBLIC CHARITYUNRESTRICTED$10,000
DAVID LYNCH FOUNDATION
1000 NORTH FOURTHFAIRFIELDIA52557NONEPUBLIC CHARITYUNRESTRICTED$26,500
THE COMMUNITY FOUNDATION FOR MONTGOMERY COUNTY
8720 GEORGIA AVENUE SUITE 202SILVER SPRINGMD20910NONEPUBLIC CHARITYUNRESTRICTED$1,000
GEORGE VINALL ALS FOUNDATION
PO BOX 231MCLEANVA22101NONEPUBLIC CHARITYUNRESTRICTED$2,000
JEWISH COMMUNITY CENTER OF GREATER WASHINGTON
6125 MONTROSE ROADROCKVILLEMD20852NONEPUBLIC CHARITYUNRESTRICTED$10,000
THE WASHINGTON BALLET
3515 WISCONSIN AVENUE NWWASHINGTONDC20016NONEPUBLIC CHARITYUNRESTRICTED$1,000
ST RAPHAEL CATHOLIC CHURCH
1513 DUNSTER ROADROCKVILLEMD20854NONEPUBLIC CHARITYUNRESTRICTED$300
JUVENILE DIABETES RESEARCH FOUNDATION
26 BROADWAYNEW YORKNY10004NONEPUBLIC CHARITYUNRESTRICTIVE$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year894028TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$104ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$101,619ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$102,438ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion-$715ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA-715TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1SCOTT BRICKMAN10721 RED BARN LANEPOTOMACMD20854300000X
2PATRICE BRICKMAN10721 RED BARN LANEPOTOMACMD20854300000X

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockPITCAIRN TRUST COMPANYNameOfStock
EOY Book Value654691EOYBookValue
EOYFMV627250EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionBASIS ADJUSTMENT DUE TO REBALANCING THE PORTFOLIOSDescription
Amount$991Amount

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
SCOTT BRICKMAN
10721 RED BARN LANEPOTOMACMD20854
PATRICE BRICKMAN
10721 RED BARN LANEPOTOMACMD20854

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES$1341340
FEDERAL EXCISE TAX$2,53902539

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