ALEXANDER BRADY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ALEXANDER BRADY FOUNDATION (EIN 86-2526866)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-03-18
IRS object ID
202510779349101106
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-18T12:56:10-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454046657PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BIRKHILL ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1850AddressLine1Txt
CityMIDDLEBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20118ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN862526866EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Alexander Brady FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALEXBusinessNameControlTxt
Phone2122072100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o Corient 101 Park Ave 3100AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10178ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonW Carey CranePersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-03-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert N WilesPreparerPersonNm
PTINP00362763PTIN
Phone5406878884PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,013,743FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$28,071InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28,071InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$183,498DividendsRevAndExpnssAmt
Dividends Net Invst Incm$183,498DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$654,279NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,852,496GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$654,279CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,000OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$870,848TotalRevAndExpnssAmt
Total Net Invst Incm$865,848TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,200AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$98,381OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$98,381OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$36,799TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$304OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$138,684TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$101,581TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$526,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$526,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$665,184TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$101,581TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$526,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$205,664ExcessRevenueOverExpensesAmt
Net Investment Income$764,267NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$3,578CashEOYAmt
Cash EOYFMV$3,578CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,407,050SavAndTempCashInvstBOYAmt
US Government Obligations BOY$100,889USGovernmentObligationsBOYAmt
Corporate Stock BOY$2,829,689CorporateStockBOYAmt
Corporate Stock EOY$7,394,952CorporateStockEOYAmt
Corporate Stock EOYFMV$12,860,525CorporateStockEOYFMVAmt
Corporate Bonds EOY$149,640CorporateBondsEOYAmt
Corporate Bonds EOYFMV$149,640CorporateBondsEOYFMVAmt
Total Assets BOY$7,337,628TotalAssetsBOYAmt
Total Assets EOY$7,548,170TotalAssetsEOYAmt
Total Assets EOYFMV$13,013,743TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$7,337,628CapitalStockBOYAmt
Capital Stock EOY$7,548,170CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$7,337,628TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,548,170TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,337,628TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,548,170TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,337,628TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$205,664ExcessRevenueOverExpensesAmt
Other Increases$4,878OtherIncreasesAmt
Subtotal$7,548,170SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,548,170TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFiduciary Tr publicly traded securitiesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2019-01-01AcquiredDt
Sold2024-07-01SoldDt
Gross Sales Price$1,852,496GrossSalesPriceAmt
Cost Or Other Basis$1,198,217CostOrOtherBasisAmt
Gain Or Loss$654,279GainOrLossAmt
Gains Minus Excess Or Losses$654,279GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$654,279CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,623InvestmentIncomeExciseTaxAmt
Subtotal$10,623SubtotalAmt
Tax Based On Investment Income$10,623TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$20,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$9,377OverpaymentAmt
Applied To ES Tax$9,377AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CorientBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2122072100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1101 Park Ave Suite 3100AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10178ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
W Carey Crane
PO Box 1850MiddleburgVA20118President0.15$0
Philip Lawrence
c/o Corient 101 Park AveNew YorkNY10178Secretary0.10$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CorientBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 Park Ave Suite 3100AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10178ZIPCd
FieldValueIRS element (for citing)
Service TypeAsset Mgmt and AdvisoryServiceTypeTxt
Compensation$98,381CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,927,731AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,029,580AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,957,311TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$12,957,311AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$194,360CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,762,951NetVlNoncharitableAssetsAmt
Minimum Investment Return$638,148MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$638,148MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,623TaxBasedOnInvestmentIncomeAmt
Total Tax$10,623TotalTaxAmt
Distributable Before Adj$627,525DistributableBeforeAdjAmt
Recoveries Qualfied Distri$5,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$632,525DistributableBeforeDedAmt
Distributable As Adjusted$632,525DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$526,500ExpensesAndContributionsAmt
Qualifying Distributions$526,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$632,525DistributableAsAdjustedAmt
Undistributed Income PY$33,538UndistributedIncomePYAmt
Qualifying Distributions$526,500QualifyingDistributionsAmt
Applied To Year1$33,538AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$492,962AppliedToCurrentYearAmt
Undistributed Income CY$139,563UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSchedule AttachedRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VariousAddressLine1Txt
CityVariousCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20117ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCharitableGrantOrContributionPurposeTxt
Amt$526,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$526,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,071ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$183,498ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$654,279ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRecovery of DistributionDesc
Related Or Exempt Function Incm$5,000RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$865,848ExclusionAmt
Related Or Exempt Function Incm$5,000RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$870,848TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$3,200Amt
Net Investment Income$3,200NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

Contractor Business Name ContractorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CorientBusinessNameLine1Txt
FieldValueIRS element (for citing)
ExplanationManagement and Ivestment FeesExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdministrative ExpensesDesc
Revenue And Expenses Per Books$304RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRecovery of DistributionDesc
Revenue And Expenses Per Books$5,000RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCash Transferred from BC Family Foundation, IncDesc
Amt$4,878Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAsset Management FeesCategoryTxt
Amt$98,381Amt
Net Investment Income$98,381NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxesCategoryTxt
Amt$36,799Amt

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