THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION (EIN 61-6356351)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-19
- IRS object ID
- 202102929349101015
- Schema version
- 2020v4.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-19T16:54:17-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616356351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCOTT AND PATRICE BRICKMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O JPMORGAN PF SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 8668885157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9001 DURHAM DRIVE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICE BRICKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8668885157 | PhoneNum |
| Signature | 2021-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICE | PersonFirstNm |
| Person Last | BRICKMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Preparation | 2021-10-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,677,675 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,100,295 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $162,958 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,958 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $646,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,627,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,051,284 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,909,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,214,242 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $62,048 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,048 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $518,633 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $450,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,390,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,152,194 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,979 | CashBOYAmt |
| Cash EOY | $66,439 | CashEOYAmt |
| Cash EOYFMV | $66,439 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,824 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,469 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,469 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,957,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,110,870 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,518,018 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,616,350 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,815,581 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,006,749 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,688,623 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,079,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,677,675 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,955,368 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,955,368 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,266,745 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,123,991 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,688,623 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,079,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,688,623 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,079,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,688,623 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,390,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,079,545 | SubtotalAmt |
| Other Decreases | $186 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,079,359 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY INTL INDX-INST PRM | P | 2020-01-31 | 2020-03-06 | $18,066 | $19,724 | -$1,658 | -$1,658 |
| FIDELITY 500 INDEX-INST PRM | P | 2020-02-18 | $113,560 | $97,185 | $16,375 | $16,375 | |
| FIDELITY 500 INDEX-INST PRM | P | 2020-03-06 | 2020-03-16 | $84,547 | $105,196 | -$20,649 | -$20,649 |
| ISHARES 20+ YEAR TREASURY BO | P | 2019-09-24 | 2020-03-27 | $36,389 | $31,119 | $5,270 | $5,270 |
| ISHARES 7-10 YEAR TREASURY B | P | 2019-09-24 | 2020-09-18 | $144,692 | $133,943 | $10,749 | $10,749 |
| ISHARES US TREASURY BOND ETF | P | 2020-03-06 | 2020-03-27 | $38,060 | $37,777 | $283 | $283 |
| ISHARES US TREASURY BOND ETF | P | 2020-03-06 | 2020-08-21 | $8,380 | $8,336 | $44 | $44 |
| JPMORGAN BETABUILDERS JAPAN ETF | P | 2019-05-06 | 2020-02-13 | $32,601 | $30,830 | $1,771 | $1,771 |
| JPMORGAN BETABUILDERS EUROPE ETF | P | 2020-08-21 | 2020-12-22 | $19,703 | $18,033 | $1,670 | $1,670 |
| JPMORGAN BETABUILDERS EUROPE ETF | P | 2020-08-21 | 2020-12-22 | $73,612 | $67,383 | $6,229 | $6,229 |
| SIX CIRCLES US UNCONSTR EQ | P | 2019-04-12 | 2020-02-18 | $52,584 | $46,118 | $6,466 | $6,466 |
| VANGUARD TOT BD MKT IDX-ADM | P | 2020-03-06 | 2020-05-08 | $60,649 | $61,549 | -$900 | -$900 |
| VANGUARD TOT BD MKT IDX-ADM | P | 2020-08-21 | $47,963 | $46,163 | $1,800 | $1,800 | |
| VANGUARD TTL INTL BND-ADM | P | 2019-09-24 | 2020-05-08 | $44,375 | $45,734 | -$1,359 | -$1,359 |
| AMER FNDS INTL VNTG-F3 | P | 2016-05-04 | 2020-01-31 | $19,724 | $15,247 | $4,477 | $4,477 |
| AMER FNDS INTL VNTG-F3 | P | 2016-05-04 | 2020-02-18 | $12,998 | $9,833 | $3,165 | $3,165 |
| AMER FNDS INTL VNTG-F3 | P | 2020-05-15 | $14,734 | $12,769 | $1,965 | $1,965 | |
| AMER FNDS INTL VNTG-F3 | P | 2016-03-22 | 2020-09-25 | $22,387 | $16,461 | $5,926 | $5,926 |
| DOUBLELINE TTL RTRN BND-I | P | 2016-03-18 | 2020-05-08 | $66,021 | $67,959 | -$1,938 | -$1,938 |
| DOUBLELINE TTL RTRN BND-R6 | P | 2020-10-21 | $120,643 | $120,226 | $417 | $417 | |
| FIDELITY 500 INDEX-INST PRM | P | 2018-12-28 | 2020-02-18 | $44,784 | $33,016 | $11,768 | $11,768 |
| ISHARES 7-10 YEAR TREASURY B | P | 2019-02-15 | 2020-09-18 | $134,470 | $115,422 | $19,048 | $19,048 |
| ISHARES-MSCI EAFE INTL-K | P | 2020-03-06 | $129,922 | $130,865 | -$943 | -$943 | |
| ISHARES-MSCI EAFE INTL-K | P | 2020-10-21 | $106,086 | $98,531 | $7,555 | $7,555 | |
| JPMORGAN BETABUILDERS JAPAN ETF | P | 2019-01-10 | 2020-02-13 | $14,403 | $13,160 | $1,243 | $1,243 |
| JPMORGAN BETABUILDERS JAPAN ETF | P | 2019-01-10 | 2020-02-13 | $21,540 | $19,641 | $1,899 | $1,899 |
| SCHWAB U.S. TIPS ETF | P | 2018-10-01 | 2020-03-06 | $69,142 | $62,529 | $6,613 | $6,613 |
| SIX CIRCLES ULTR SHRT DUR | P | 2018-10-25 | 2020-04-24 | $70,490 | $70,986 | -$496 | -$496 |
| VANGUARD TOT BD MKT IDX-ADM | P | 2020-08-21 | $155,822 | $146,176 | $9,646 | $9,646 | |
| VANGUARD TTL INTL BND-ADM | P | 2019-09-24 | 2020-11-02 | $155,800 | $157,269 | -$1,469 | -$1,469 |
| WELLS FARGO CORE BOND-R6 | P | 2016-03-18 | 2020-05-08 | $14,303 | $13,447 | $856 | $856 |
| WELLS FARGO CORE BOND-R6 | P | 2016-03-18 | 2020-10-21 | $30,650 | $28,238 | $2,412 | $2,412 |
| MATCH GROUP INC COMMON STOCK USD | P | 2020-07-17 | $55 | $55 | $55 | ||
| ADOBE INC | D | 2020-05-18 | 2020-08-21 | $394,892 | $157,691 | $237,201 | $237,201 |
| ALIGN TECHNOLOGY INC | D | 2020-05-18 | 2020-08-21 | $23,957 | $4,662 | $19,295 | $19,295 |
| AMAZON.COM INC | D | 2020-05-18 | 2020-08-21 | $693,539 | $188,319 | $505,220 | $505,220 |
| AMERICAN TOWER CORP | D | 2020-05-18 | 2020-08-21 | $12,637 | $4,830 | $7,807 | $7,807 |
| ARISTA NETWORKS INC | D | 2020-05-18 | 2020-08-21 | $25,085 | $10,920 | $14,165 | $14,165 |
| AUTOMATIC DATA PROCESSING | D | 2020-05-18 | 2020-08-21 | $35,015 | $13,289 | $21,726 | $21,726 |
| BROADRIDGE FINANCIAL SOLUTIO | D | 2020-05-18 | 2020-08-21 | $31,120 | $13,490 | $17,630 | $17,630 |
| CABLE ONE INC | D | 2020-05-18 | 2020-08-21 | $34,796 | $14,340 | $20,456 | $20,456 |
| COPART INC | D | 2020-05-18 | 2020-08-21 | $43,948 | $13,706 | $30,242 | $30,242 |
| COSTCO WHOLESALE CORP | D | 2020-05-18 | 2020-08-21 | $17,683 | $7,294 | $10,389 | $10,389 |
| EDWARDS LIFESCIENCES CORP | D | 2020-05-18 | 2020-08-21 | $20,343 | $7,136 | $13,207 | $13,207 |
| ENTEGRIS INC | D | 2020-05-18 | 2020-08-21 | $77,865 | $12,618 | $65,247 | $65,247 |
| ESTEE LAUDER COMPANIES-CL A | D | 2020-05-18 | 2020-08-21 | $15,070 | $2,867 | $12,203 | $12,203 |
| FORTINET INC | D | 2020-05-18 | 2020-08-21 | $47,030 | $12,218 | $34,812 | $34,812 |
| GLOBAL PAYMENTS INC | D | 2020-05-18 | 2020-08-21 | $41,844 | $11,510 | $30,334 | $30,334 |
| HUAZHU GROUP LTD-ADR | D | 2020-05-18 | 2020-08-21 | $25,876 | $7,185 | $18,691 | $18,691 |
| IAC/INTERACTIVECORP | D | 2020-05-18 | 2020-08-21 | $19,521 | $8,901 | $10,620 | $10,620 |
| ICON PLC | D | 2020-05-18 | 2020-08-21 | $27,789 | $8,525 | $19,264 | $19,264 |
| INTEL CORP | D | 2020-05-18 | 2020-08-21 | $23,046 | $13,551 | $9,495 | $9,495 |
| MASTERCARD INC - A | D | 2020-05-18 | 2020-08-21 | $21,907 | $6,274 | $15,633 | $15,633 |
| MATCH GROUP INC | D | 2020-05-18 | 2020-08-21 | $38,017 | $38,017 | $38,017 | |
| MERCADOLIBRE INC | D | 2020-05-18 | 2020-08-21 | $160,215 | $15,738 | $144,477 | $144,477 |
| MICROSOFT CORP | D | 2020-05-18 | 2020-08-21 | $386,983 | $82,042 | $304,941 | $304,941 |
| MOMENTA PHARMACEUTICALS INC | D | 2020-05-18 | 2020-08-21 | $22,010 | $5,051 | $16,959 | $16,959 |
| NVIDIA CORP | D | 2020-05-18 | 2020-08-21 | $74,994 | $3,249 | $71,745 | $71,745 |
| OLD DOMINION FREIGHT LINE | D | 2020-05-18 | 2020-08-21 | $48,531 | $9,447 | $39,084 | $39,084 |
| SERVICENOW INC | D | 2020-05-18 | 2020-08-21 | $23,764 | $5,400 | $18,364 | $18,364 |
| UNITEDHEALTH GROUP INC | D | 2020-05-18 | 2020-08-21 | $36,721 | $13,568 | $23,153 | $23,153 |
| VEEVA SYSTEMS INC-CLASS A | D | 2020-05-18 | 2020-08-21 | $128,138 | $18,680 | $109,458 | $109,458 |
| WALMART INC | D | 2020-05-18 | 2020-08-21 | $22,111 | $10,087 | $12,024 | $12,024 |
| WALT DISNEY CO/THE | D | 2020-05-18 | 2020-08-21 | $27,240 | $8,065 | $19,175 | $19,175 |
| ZOETIS INC | D | 2020-05-18 | 2020-08-21 | $16,213 | $4,660 | $11,553 | $11,553 |
| AMER FNDS INTL VNTG-F3 | P | $1,697 | $1,697 | $1,697 | |||
| PIMCO INV GRD CRD BND-INST | P | $507 | $507 | $507 | |||
| SIX CIRCLES US UNCONSTR EQ | P | $22,683 | $22,683 | $22,683 | |||
| SIX CIRCLES INTL UNCON EQ | P | $1,491 | $1,491 | $1,491 | |||
| VANGUARD TOT BD MKT IDX-ADM | P | $915 | $915 | $915 | |||
| VANGUARD TTL INTL BND-ADM | P | $786 | $786 | $786 | |||
| VANGUARD TOTAL INTL BOND ETF | P | $1,463 | $1,463 | $1,463 | |||
| VANGUARD MORTGAGE-BACKED SEC | P | $29 | $29 | $29 | |||
| WELLS FARGO CORE BOND-R6 | P | $836 | $836 | $836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,051,284 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,915 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,915 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,710 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,950 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,660 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,745 | OverpaymentAmt |
| Applied To ES Tax | $2,745 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN PRIVATE FOUNDATION SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8668885157 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9001 DURHAM DRIVE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3424 PEACHTREE ROAD NE 24TH FL | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEES | ServiceTypeTxt |
| Compensation | $62,048 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,809,808 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,899,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,899,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,781,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,915 | TotalTaxAmt |
| Distributable Before Adj | $359,158 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $359,158 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $359,158 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $450,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $450,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $450,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $359,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $470,954 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $348,319 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $339,843 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $409,637 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $282,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,850,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $450,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $359,158 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,192 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,942,125 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $470,954 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,471,171 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $348,319 | ExcessFromYear4Amt |
| Excess From Year3 | $339,843 | ExcessFromYear3Amt |
| Excess From Year2 | $409,637 | ExcessFromYear2Amt |
| Excess From Year1 | $282,180 | ExcessFromYear1Amt |
| Excess From Current Year | $91,192 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIM HIGH CHARITABLE TRUST CO JAMES RICE | ||||||||
| 139 CLINTON RD | WEYMOUTH | MA | 02109 | NONE | PF | CHARITABLE CONTRIBUTION | $50,000 | |
| ANCHOR FUND | ||||||||
| 4200 WISCONSIN AVE NW 106-116 | WASHINGTON | DC | 20016 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| CITYDANCE ENSEMBLE INC | ||||||||
| 4000 ALBEMARLE STREET NW SUITE 304 | WASHINGTON | DC | 20016 | NONE | PC | TO BENEFIT DREAM ON BEHALF OF PATRICE BRICKMAN | $1,000 | |
| COLLEGETRACKS | ||||||||
| 8737 COLLESVILLE RD SUITE 1010 | SILVER SPRING | MD | 20910 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| CONNELLY SCHOOL OF THE HOLY CHILD | ||||||||
| 9029 BRADLEY BLVD | POTOMAC | MD | 20854 | NONE | PC | $5K FOR TIGER TROT, $10,000 FOR THE GALA AND $15,000 FOR THE ANNUAL FUND | $30,000 | |
| CONNELLY SCHOOL OF THE HOLY CHILD | ||||||||
| 9029 BRADLEY BLVD | POTOMAC | MD | 20854 | NONE | PC | FUND-A-TIGER | $100 | |
| FAMILY TREE INC | ||||||||
| 2108 NORTH CHARLES ST | BALTIMORE | MD | 21218 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| GLOBAL PROJECTS FOR PEACE | ||||||||
| PO BOX 337 500 N 3RD STREET SUITE | FAIRFIELD | IA | 52556 | NONE | PC | DHAMMAJARINEE WITTHAYA SCHOOL | $1,000 | 105 |
| GLOBALBIKE INC | ||||||||
| 1855 EAST MAIN ST SUITE 14 - 202 | SPARTANBURG | SC | 29307 | NONE | PC | MARY BEALL ADLER'S TRIP | $500 | |
| HEALTHY BABIES PROJECT INC | ||||||||
| 4501 GRANT STREET | WASHINGTON | DC | 20019 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| HEARTS AND HOMES FOR YOUTH INC | ||||||||
| 3919 NATIONAL DRIVE SOUTH 400 | BURTONVILLE | MD | 20866 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| INOVA HEALTH SYSTEM FOUNDATION | ||||||||
| 8110 GATEHOUSE ROAD EAST TOWER 2ND | FALLS CHURCH | VA | 20042 | NONE | PC | CHARITABLE CONTRIBUTION TO SUPPORT LIFE WITH CANCER "MAKE A DIFFERENCE" GALA | $5,000 | FL SUITE 200 |
| INSIGHT MEDITATION COMMUNITY OF WASHINGTON | ||||||||
| PO BOX 3 | CABIN JOHN | MD | 20818 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| JOSHUA M FREEMAN FOUNDATION | ||||||||
| 31556 WINTERBERRY PARKWAY | SELBYVILLE | DE | 19975 | NONE | PC | FREEMAN STAGE | $1,000 | |
| JOSHUA M FREEMAN FOUNDATION | ||||||||
| 31556 WINTERBERRY PARKWAY | SELBYVILLE | DE | 19975 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| JUNIOR ACHIEVEMENT OF GREATER WASHINGTON | ||||||||
| 919 18TH ST NW SUITE 901 | WASHINGTON | DC | 20006 | NONE | PC | WASHINGTON BUSINESS HALL OF FAME 2020 | $5,000 | |
| JUNIOR ACHIEVEMENT OF GREATER WASHINGTON | ||||||||
| 919 18TH ST NW SUITE 901 | WASHINGTON | DC | 20006 | NONE | PC | WASHINGTON BUSINESS HALL OF FAME IN HONOR OF MARK LERNER | $5,000 | |
| KINDH | ||||||||
| 10221 RIVER ROAD UNIT 60228 | POTOMAC | MD | 20859 | NONE | PC | CHARITABLE CONTRIBUITON | $1,000 | |
| MARY'S CENTER | ||||||||
| 2333 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | CHARITABLE CONTRIBUITON IN HONOR OF GEORGETTE SAAD | $1,000 | |
| MERIDIAN INTERNATIONAL CENTER | ||||||||
| 1630 CRESCENT PLACE NW | WASHINGTON | DC | 20009 | NONE | PC | MERIDIAN GLOBAL LEADERSHIP COUNCIL MEMBERSHIP | $5,000 | |
| MERIDIAN INTERNATIONAL CENTER | ||||||||
| 1630 CRESCENT PLACE NW | WASHINGTON | DC | 20009 | NONE | PC | MERIDIAN GLOBAL LEADERSHIP COUNCIL MEMBERSHIP FOR FISCAL YEAR 2021 | $5,000 | |
| MONTGOMERY COLLEGE FOUNDATION INC | ||||||||
| 9221 CORPORATE BOULEVARD | ROCKVILLE | MD | 20850 | NONE | PC | SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION SCHOLARSHIP | $25,000 | |
| MONUMENTAL SPORTS & ENTERTAINMENT FOUNDATION | ||||||||
| 627 NORTH GLEBE RD SUITE 850 | ARLINGTON | VA | 22203 | NONE | PC | FEEDING THE FRONTLINES FUND | $5,000 | |
| N STREET VILLAGE INC | ||||||||
| 1333 N STREET NW | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTION FOR THE 2021 ANNUAL GALA AND AUCTION | $5,000 | |
| NAACP | ||||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| NATIONAL CENTER FOR CHILDREN AND FAMILIES | ||||||||
| 6301 GREENTREE ROAD | BETHESDA | MD | 20817 | NONE | PC | CHARITABLE CONTRIBUTION | $20,000 | |
| PENN STATE DANCE MARATHON ALUMNI INTEREST GROUP | ||||||||
| PO BOX 924 | UNIVERSITY PARK | PA | 16802 | NONE | PC | CHARITABLE CONTRIBUTION TO SUPPORT THON FUNDRAISING EFFORTS FOR EMMA SHAW WITH DELTA GAMMA | $250 | |
| PRODUCE ALLIANCE FOUNDATION | ||||||||
| 100 LEXINGTON DR STE 201 | BUFFALO GROVE | IL | 60089 | NONE | PC | SUPPORT DISTRIBUTION OF FOOD IN AREAS IN NEED IN THE D.C. AREA (SPECIFICALLY FOR CHILDREN'S NATIONAL) | $4,500 | |
| PRODUCE ALLIANCE FOUNDATION | ||||||||
| 100 LEXINGTON DR STE 201 | BUFFALO GROVE | IL | 60089 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| SAN MIGUEL SCHOOL INC | ||||||||
| 7705 GEORGIA AVENUE NW | WASHINGTON | DC | 20012 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| SHEPHERD FOUNDATION LTD | ||||||||
| PO BOX 50 | KENSINGTON | MD | 20895 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| SOUNDS TRUE FOUNDATION | ||||||||
| 413 S ARTHUR AVE | LOUISVILLE | CO | 80027 | NONE | PC | MINDFUL CHAMPIONS | $15,000 | |
| THE JAMES BEARD FOUNDATION INC | ||||||||
| 167 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | PC | SUNDAY SUPPER DC | $5,000 | |
| THE WASHINGTON BALLET | ||||||||
| 3515 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| THE WASHINGTON BALLET | ||||||||
| 3515 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| THE WILDERNESS TECHNOLOGY ALLIANCE | ||||||||
| 13605 MILLS AVE | SILVER SPRING | MD | 20904 | NONE | PC | NICK MOCK SE WASHINGTON PROJECT | $5,000 | |
| THEARC | ||||||||
| 1901 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 941399389 | NONE | PC | 2274F BLACK LIVES MATTER SUPPORT FUND - TIDES FOUNDATION | $1,000 | |
| TRUST FOR THE NATIONAL MALL | ||||||||
| 1300 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | NONE | PC | U.S. PART POLICE HORSE STABLES PROJECT | $10,000 | 370 |
| UPWARD BOUND FOUNDATION INC | ||||||||
| 12008 GREAT ELM DR | POTOMAC | MD | 20854 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| MCLEAN SCHOOL | ||||||||
| 8224 LOCHINVER LN | POTOMAC | MD | 20854 | NONE | PC | THE CAMPAIGN FOR MCLEAN | $50,000 | |
| VENTURE PHILANTHROPY PARTNERS | ||||||||
| 1201 15TH ST NW STE 420 | WASHINGTON | DC | 20005 | NONE | PC | CAPITAL KIDS PORTFOLIO | $25,000 | |
| WE CHARITY | ||||||||
| 300 W ADAMS SUITE 1000 | CHICAGO | IL | 60606 | NONE | PC | WE MOVEMENT IMPACT IN ECUADOR | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,958 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $646,302 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $809,260 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $809,260 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (31 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| PATRICE AND SCOTT BRICKMAN | ||||||
| 1 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $333,393 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 2 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $64,444 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 3 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $307,255 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 4 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $21,632 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 5 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $93,853 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 6 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $28,282 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 7 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $36,951 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 8 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $13,259 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 9 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $51,213 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 10 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $34,509 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 11 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $44,845 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 12 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $37,995 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 13 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $27,113 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 14 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $24,889 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 15 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $511,941 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 16 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $21,575 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 17 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $39,367 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 18 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $52,852 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 19 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $24,163 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 20 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $104,882 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 21 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $34,323 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 22 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $25,012 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 23 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $13,536 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 24 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $18,613 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 25 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $17,665 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 26 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $13,191 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 27 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $18,844 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 28 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $20,243 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 29 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $15,744 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 30 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $12,038 | Yes (X) |
| PATRICE AND SCOTT BRICKMAN | ||||||
| 31 | 10721 RED BARN LANE | POTOMAC | MD | 20854 | $36,673 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (31 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MICROSOFT CORP NATIONAL FINL SVCS CORP | $333,393 | 2020-05-18 |
| 2 | ENTEGRIS INC NATIONAL FINL SVCS CORP | $64,444 | 2020-05-18 |
| 3 | ADOBE INC NATIONAL FINL SVCS CORP | $307,255 | 2020-05-18 |
| 4 | HUAZHU GROUP LTD-ADR NATIONAL FINL SVCS CORP | $21,632 | 2020-05-18 |
| 5 | VEEVA SYSTEMS INC-CLASS A NATIONAL FINL SVCS | $93,853 | 2020-05-18 |
| 6 | INTEL CORP NATIONAL FINL SVCS CORP | $28,282 | 2020-05-18 |
| 7 | COPART INC NATIONAL FINL SVCS CORP | $36,951 | 2020-05-18 |
| 8 | MOMENTA PHARMACEUTICALS INC NATIONAL FINL SVCS | $13,259 | 2020-05-18 |
| 9 | FORTINET INC NATIONAL FINL SVCS CORP | $51,213 | 2020-05-18 |
| 10 | AUTOMATIC DATA PROCESSING NATIONAL FINL SVCS | $34,509 | 2020-05-18 |
| 11 | GLOBAL PAYMENTS INC NATIONAL FINL SVCS CORP | $44,845 | 2020-05-18 |
| 12 | OLD DOMINION FREIGHT LINE NATIONAL FINL SVCS | $37,995 | 2020-05-18 |
| 13 | BROADRIDGE FINANCIAL SOLUTIO NATIONAL FINL SVCS | $27,113 | 2020-05-18 |
| 14 | WALT DISNEY CO/THE NATIONAL FINL SVCS CORP | $24,889 | 2020-05-18 |
| 15 | AMAZON.COM INC NATIONAL FINL SVCS CORP | $511,941 | 2020-05-18 |
| 16 | WALMART INC NATIONAL FINL SVCS CORP | $21,575 | 2020-05-18 |
| 17 | IAC/INTERACTIVECORP NATIONAL FINL SVCS CORP | $39,367 | 2020-05-18 |
| 18 | NVIDIA CORP NATIONAL FINL SVCS CORP | $52,852 | 2020-05-18 |
| 19 | ICON PLC NATIONAL FINL SVCS CORP | $24,163 | 2020-05-18 |
| 20 | MERCADOLIBRE INC NATIONAL FINL SVCS CORP | $104,882 | 2020-05-18 |
| 21 | UNITEDHEALTH GROUP INC NATIONAL FINL SVCS CORP | $34,323 | 2020-05-18 |
| 22 | ARISTA NETWORKS INC NATIONAL FINL SVCS CORP | $25,012 | 2020-05-18 |
| 23 | ZOETIS INC NATIONAL FINL SVCS CORP | $13,536 | 2020-05-18 |
| 24 | EDWARDS LIFESCIENCES CORP NATIONAL FINL SVCS | $18,613 | 2020-05-18 |
| 25 | ALIGN TECHNOLOGY INC NATIONAL FINL SVCS CORP | $17,665 | 2020-05-18 |
| 26 | ESTEE LAUDER COMPANIES-CL A NATIONAL FINL SVCS | $13,191 | 2020-05-18 |
| 27 | MASTERCARD INC - A NATIONAL FINL SVCS CORP | $18,844 | 2020-05-18 |
| 28 | SERVICENOW INC NATIONAL FINL SVCS CORP | $20,243 | 2020-05-18 |
| 29 | COSTCO WHOLESALE CORP NATIONAL FINL SVCS CORP | $15,744 | 2020-05-18 |
| 30 | AMERICAN TOWER CORP NATIONAL FINL SVCS CORP | $12,038 | 2020-05-18 |
| 31 | CABLE ONE INC NATIONAL FINL SVCS CORP | $36,673 | 2020-05-18 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIM HIGH CHARITABLE TRUST CO JAMES RICE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 CLINTON RD | AddressLine1Txt |
| City | WEYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-08-12 | GrantDt |
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | TO PROVIDE SCHOLARSHIPS UNDER THE RECIPIENT ORGANIZATIONS SCHOLARSHIP PROGRAM. | PurposeOfGrantTxt |
| Expended By Grantee | $50,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Results Of Verification | ALL FUNDS WERE EXPENDED UNDER THE RECIPIENT ORGANIZATIONS SCHOLARSHIP PROGRAM. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLCKRCK HI YLD BND PORT-K (BRHY) | $335,825 | $377,784 |
| ISHARES 20+ YEAR TREASURY BO (TLT) | $256,894 | $263,882 |
| JPM HIGH YIELD FD - USD - R6 ISIN (JHYU) | $173,358 | $188,475 |
| PIMCO INVESTMENT GRADE CORPORATE BOND FUND (PIGI) | $117,171 | $129,767 |
| PIMCO INCOME FD-INS (PIMI) | $62,465 | $61,301 |
| SIX CIRCLES ULTRA SHORT DURATION FUND (CUSD) | $59,112 | $59,230 |
| VANGUARD TOTAL BOND MARKET INDEX (VBTL) | $690,030 | $759,077 |
| VANGUARD MORTGAGE-BACKED SEC (VMBS) | $154,736 | $154,694 |
| WELLS FARGO CORE BOND-R6 (WTRI) | $83,722 | $87,492 |
| VANGUARD TOTAL INTL BOND ETF (BNDX) | $950,367 | $958,346 |
| VANGUARD TOTAL INTL BND-ADM (VTAB) | $479,044 | $513,400 |
| SIX CIRCLES GLOBAL BOND (CGLB) | $452,857 | $453,301 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FD-AI (FXAIX) | $823,180 | $940,298 |
| SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND (CUSUX) | $616,758 | $783,142 |
| VANGUARD INDEX FDS (VOO) | $1,243,744 | $2,160,435 |
| AMER FNDS INTL VNTG-F3 (AIVG) | $54,384 | $83,314 |
| ISHARES MSCI EAFEINTL INDEX FD CL K (BTMKX) | $232,559 | $289,360 |
| JPMORGAN BETABUILDERS CANADA ETF (BBCA) | $178,684 | $194,786 |
| SIX CIRCLES INTERNATIONAL (CIUEX) | $440,918 | $472,114 |
| JPMORGAN BETABUILDERS EUROPE ETF (BBEU) | $113,065 | $125,611 |
| JPMORGAN BETABUILDERS JAPAN ETF (BBJP) | $179,663 | $211,848 |
| JPM BTABLDRS DEV ASIA X-JPN (BBAX) | $45,262 | $51,820 |
| ISHARES CORE MSCI EMERGING (IEMG) | $182,653 | $205,290 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $186 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $62,048 | Amt |
| Net Investment Income | $62,048 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $6,235 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |