ALEXANDER BRADY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDER BRADY FOUNDATION (EIN 86-2526866)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-10
- IRS object ID
- 202610699349100011
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-10T08:00:02-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454046657 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRKHILL ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1850 | AddressLine1Txt |
| City | MIDDLEBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862526866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alexander Brady Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEX | BusinessNameControlTxt |
| Phone | 2122072100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Corient 101 Park Ave 3100 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10178 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W Carey Crane | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert N Wiles | PreparerPersonNm |
| PTIN | P00362763 | PTIN |
| Phone | 5406878884 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,281,004 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,765 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,765 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,788 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,788 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $320,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,078,543 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $320,901 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $450,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $450,454 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,200 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $101,209 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $101,209 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $304 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $125,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $594,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $594,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $720,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $594,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$269,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $346,045 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,578 | CashBOYAmt |
| Cash EOY | $18,393 | CashEOYAmt |
| Cash EOYFMV | $18,392 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,394,952 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,260,218 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,262,612 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $149,640 | CorporateBondsBOYAmt |
| Total Assets BOY | $7,548,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,278,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,281,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,548,170 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,278,611 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,548,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,278,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,548,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,278,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,548,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$269,559 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,278,611 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,278,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Fid Trust publicly traded securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,078,543 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,757,642 | CostOrOtherBasisAmt |
| Gain Or Loss | $320,901 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $320,901 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $320,901 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $320,901 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,810 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,810 | SubtotalAmt |
| Tax Based On Investment Income | $4,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,377 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29,377 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $24,567 | OverpaymentAmt |
| Applied To ES Tax | $24,567 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corient | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122072100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Park Ave Suite 3100 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10178 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| W Carey Crane | ||||||
| PO Box 1850 | Middleburg | VA | 20118 | President | 0.15 | $0 |
| Philip Lawrence | ||||||
| c/o Corient 101 Park Ave | New York | NY | 10178 | Secretary | 0.10 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corient | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Park Ave Suite 3100 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10178 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Asset Mgmt and Advisory | ServiceTypeTxt |
| Compensation | $101,209 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,110,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $305,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,416,134 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $13,416,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $201,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,214,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $660,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $660,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,810 | TotalTaxAmt |
| Distributable Before Adj | $655,935 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $655,935 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $655,935 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $594,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $594,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $655,935 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $139,563 | UndistributedIncomePYAmt |
| Qualifying Distributions | $594,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $139,563 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $454,937 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $200,998 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Schedule Attached | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | Charitable | GrantOrContributionPurposeTxt |
| Amt | $594,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $594,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,765 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,788 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $320,901 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $129,553 | ExclusionAmt |
| Related Or Exempt Function Incm | $320,901 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $450,454 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $3,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corient | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Management and Ivestment Fees | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Expenses | Desc |
| Revenue And Expenses Per Books | $304 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | CategoryTxt |
| Amt | $101,209 | Amt |
| Net Investment Income | $101,209 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes | CategoryTxt |
| Amt | $20,000 | Amt |
Comments