THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION (EIN 61-6356351)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-15
- IRS object ID
- 202001689349100000
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- 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 | 2020-06-15T23:07:25-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | PO BOX 227237 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752227237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICE BRICKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8668885157 | PhoneNum |
| Signature | 2020-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-10 | IPDt |
| IP Tm | 00:15:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 00BFBB601F26E6691F3C42FDB75EEBE807206D5E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,576,210 | 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 |
| Dividends Rev And Expnss | $171,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,105 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,037 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,648,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,037 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $298,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,142 | 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 |
| Accounting Fees Rev And Expnss | $3,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,890 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,485 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,485 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,029 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $591,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $591,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $657,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $591,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$359,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $244,767 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,954 | CashBOYAmt |
| Cash EOY | $73,979 | CashEOYAmt |
| Cash EOYFMV | $73,979 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $85,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,824 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,346,515 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,957,470 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,795,576 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,574,948 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,616,350 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,665,831 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,048,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,688,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,576,210 | 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 | -$907,312 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,266,745 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,048,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,688,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,048,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,688,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,048,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$359,402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,688,654 | SubtotalAmt |
| Other Decreases | $31 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,688,623 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FD-AI | P | 2018-12-28 | 2019-04-12 | $918 | $784 | $134 | $134 |
| FIDELITY 500 INDEX FD-AI | P | 2019-05-05 | 2019-07-09 | $34,977 | $34,434 | $543 | $543 |
| FIDELITY 500 INDEX FD-AI | P | 2019-05-06 | 2019-07-30 | $20,346 | $19,796 | $550 | $550 |
| FIDELITY 500 INDEX FD-AI | P | 2019-05-09 | 2019-10-02 | $25,570 | $25,862 | -$292 | -$292 |
| FIDELITY 500 INDEX FD-AI | P | 2019-05-06 | 2019-11-21 | $69,797 | $65,820 | $3,977 | $3,977 |
| ISHARES BARCLAYS 7-10 YEAR TREASURY | P | 2019-02-15 | 2019-09-04 | $13,235 | $12,117 | $1,118 | $1,118 |
| ISHARES BARCLAYS MBS BOND FUND | P | 2019-02-04 | 2019-09-24 | $130,004 | $126,021 | $3,983 | $3,983 |
| ISHARES INC MSCI JAPAN NEW | P | 2018-05-17 | 2019-03-07 | $20,949 | $23,977 | -$3,028 | -$3,028 |
| ISHARES INC MSCI JAPAN NEW | P | 2018-05-17 | 2019-03-07 | $38,638 | $44,222 | -$5,584 | -$5,584 |
| PIMCO INVESTMENT GRADE CORPORATE | P | 2019-02-04 | $139,123 | $141,332 | -$2,209 | -$2,209 | |
| SCHWAB U.S. TIPS ETF | P | 2018-10-01 | 2019-03-18 | $5,341 | $5,269 | $72 | $72 |
| SIX CIRCLES U.S. UNCONSTRAINED | P | 2019-04-12 | 2019-07-30 | $12,542 | $12,186 | $356 | $356 |
| VANGUARD SHORT-TERM BOND ETF | P | 2018-12-13 | 2019-02-04 | $60,676 | $60,277 | $399 | $399 |
| VANGUARD SHORT-TERM BOND ETF | P | 2019-09-24 | $130,239 | $127,249 | $2,990 | $2,990 | |
| VANGUARD TOTAL INTL BND-ADM | P | 2019-02-04 | 2019-03-18 | $10,633 | $10,513 | $120 | $120 |
| VANGUARD TOTAL INTL BND-ADM | P | 2019-02-04 | 2019-07-31 | $7,939 | $7,494 | $445 | $445 |
| VANGUARD TOTAL INTL BND-ADM | P | 2019-02-04 | 2019-09-04 | $23,081 | $21,363 | $1,718 | $1,718 |
| AMG MG PICTET INTL-Z | P | 2016-05-04 | 2019-02-14 | $31,901 | $34,410 | -$2,509 | -$2,509 |
| AMG MG PICTET INTL-Z | P | 2016-05-04 | 2019-02-21 | $8,851 | $9,353 | -$502 | -$502 |
| AMG MG PICTET INTL-Z | P | 2019-03-18 | $6,331 | $6,475 | -$144 | -$144 | |
| AMG MG PICTET INTL-Z | P | 2019-04-12 | $120,422 | $118,172 | $2,250 | $2,250 | |
| BROWN ADV JAPAN ALPHA OPP-IS | P | 2019-01-10 | $38,639 | $53,162 | -$14,523 | -$14,523 | |
| CAPITAL GR NON US EQUITY | P | 2019-07-09 | $7,773 | $6,124 | $1,649 | $1,649 | |
| CAPITAL GR NON US EQUITY | P | 2016-05-04 | 2019-07-30 | $11,604 | $9,124 | $2,480 | $2,480 |
| DIAMOND HILL LARGE CAP FD-Y | P | 2019-04-12 | $59,352 | $47,537 | $11,815 | $11,815 | |
| DIAMOND HILL LARGE CAP FD-I | P | 2016-03-22 | 2019-03-18 | $7,350 | $6,096 | $1,254 | $1,254 |
| DODGE & COX INCOME FD | P | 2019-02-04 | $190,203 | $191,754 | -$1,551 | -$1,551 | |
| DODGE & COX INCOME FD | P | 2016-03-18 | 2019-09-24 | $67,181 | $63,871 | $3,310 | $3,310 |
| DOUBLELINE TOTL RET BND-I | P | 2016-03-18 | 2019-02-04 | $63,590 | $66,400 | -$2,810 | -$2,810 |
| DOUBLELINE TOTL RET BND-I | P | 2016-03-18 | 2019-07-30 | $6,447 | $6,555 | -$108 | -$108 |
| FIDELITY 500 INDEX FD-AI | P | 2019-04-12 | $114,103 | $106,889 | $7,214 | $7,214 | |
| HARBOR HIGH YIELD BOND-RET | P | 2016-03-18 | 2019-03-04 | $69,781 | $68,852 | $929 | $929 |
| ISHARES MSCI EAFEINTL INDEX FD CL K | P | 2017-06-30 | 2019-03-18 | $14,176 | $14,425 | -$249 | -$249 |
| ISHARES MSCI EAFEINTL INDEX FD CL K | P | 2019-08-27 | $54,282 | $56,292 | -$2,010 | -$2,010 | |
| ISHARES MSCI EAFEINTL INDEX FD CL K | P | 2017-05-10 | 2019-10-02 | $16,386 | $16,537 | -$151 | -$151 |
| ISHARES MSCI DEV WLD IDX-K | P | 2017-02-23 | 2019-02-04 | $40,000 | $39,734 | $266 | $266 |
| ISHARES MSCI DEV WLD IDX-K | P | 2019-02-21 | $6,925 | $6,690 | $235 | $235 | |
| ISHARES MSCI DEV WLD IDX-K | P | 2016-03-22 | 2019-03-18 | $11,204 | $9,530 | $1,674 | $1,674 |
| JOHN HANCOCK LRF CP CORE - R6 | P | 2016-06-16 | 2019-02-14 | $28,569 | $27,140 | $1,429 | $1,429 |
| JOHN HANCOCK LRF CP CORE - R6 | P | 2016-06-16 | 2019-02-21 | $29,185 | $27,457 | $1,728 | $1,728 |
| JOHN HANCOCK LRF CP CORE - R6 | P | 2016-06-16 | 2019-03-18 | $29,214 | $26,616 | $2,598 | $2,598 |
| LOOMIS SAYLES GROWTH-N2 | P | 2016-03-22 | 2019-02-14 | $39,110 | $28,056 | $11,054 | $11,054 |
| LOOMIS SAYLES GROWTH-N2 | P | 2016-03-22 | 2019-04-12 | $61,173 | $40,782 | $20,391 | $20,391 |
| LORD ABBETT SHRT DUR INC-F3 | P | 2016-03-18 | 2019-02-04 | $63,131 | $65,403 | -$2,272 | -$2,272 |
| MFS EMERGING MKTS DEBT FD R6 | P | 2016-07-20 | 2019-02-15 | $68,036 | $71,967 | -$3,931 | -$3,931 |
| PIMCO INVESTMENT GRADE CORPORATE | P | 2018-03-20 | 2019-09-04 | $11,953 | $11,105 | $848 | $848 |
| PIMCO INCOME FD-INS | P | 2018-01-19 | 2019-02-14 | $12,119 | $12,535 | -$416 | -$416 |
| VANGUARD TOTAL BOND MARKET INDEX | P | 2016-10-24 | 2019-03-18 | $6,964 | $7,254 | -$290 | -$290 |
| VANGUARD TOTAL BOND MARKET INDEX | P | 2016-10-24 | 2019-07-10 | $9,605 | $9,684 | -$79 | -$79 |
| VANGUARD TOTAL BOND MARKET INDEX | P | 2016-10-24 | 2019-07-31 | $7,469 | $7,517 | -$48 | -$48 |
| VANGUARD TOTAL BOND MARKET INDEX | P | 2016-10-24 | 2019-09-04 | $39,115 | $38,314 | $801 | $801 |
| VANGUARD INDEX FDS | P | 2017-02-21 | 2019-04-12 | $145,991 | $118,985 | $27,006 | $27,006 |
| WELLS FARGO CORE BOND FUND - CLASS | P | 2016-03-18 | 2019-02-21 | $13,949 | $14,281 | -$332 | -$332 |
| WELLS FARGO CORE BOND FUND - CLASS | P | 2016-03-18 | 2019-09-04 | $11,141 | $10,693 | $448 | $448 |
| WELLS FARGO CORE BOND FUND - CLASS | P | 2016-03-18 | 2019-09-24 | $120,863 | $116,958 | $3,905 | $3,905 |
| ISHARES MSCI DEV WLD IDX-K | P | 2019-05-07 | $254,409 | $210,247 | $44,162 | $44,162 | |
| AMER FNDS INTL VNTG-F3 | P | $5,967 | $5,967 | $5,967 | |||
| FIDELITY 500 INDEX FD-AI | P | $250 | $250 | $250 | |||
| SIX CIRCLES U.S. UNCONSTRAINED | P | $7 | $7 | $7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,037 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $740,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,764,303 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.109501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $689,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,065,888 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097617 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $710,346 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,285,503 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.097501 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $882,772 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,317,114 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.106139 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,071,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,450,867 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.113355 | DistributionYr5Rt |
| Total Distribution | 0.524113 | TotalDistributionRt |
| Average Distribution | 0.104823 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,279,290 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $658,214 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,448 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $660,662 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $591,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,370 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,370 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $475 | OverpaymentAmt |
| Applied To ES Tax | $475 | 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 | PO BOX 227237 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752227237 | 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 | $51,485 | 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 | $6,319,058 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,856 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,374,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,374,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,279,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,895 | TotalTaxAmt |
| Distributable Before Adj | $309,070 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $309,070 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $309,070 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $591,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $591,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $591,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $309,070 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $603,705 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $470,954 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $348,319 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $339,843 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $409,637 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,172,458 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $591,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $309,070 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $282,180 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,454,638 | 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 | $603,705 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,850,933 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $470,954 | ExcessFromYear4Amt |
| Excess From Year3 | $348,319 | ExcessFromYear3Amt |
| Excess From Year2 | $339,843 | ExcessFromYear2Amt |
| Excess From Year1 | $409,637 | ExcessFromYear1Amt |
| Excess From Current Year | $282,180 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE INC | ||||||||
| 4808 MOORLAND LN STE 802 | BETHESDA | MD | 20814 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| ACADEMY OF THE NEW CHURCH FBO BRYN ATHYN COLLEGE | ||||||||
| P O BOX 813 | BRYN ATHYN | PA | 19009 | NONE | PC | BRYN ATHYN COLLEGE | $5,000 | |
| 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 | 3RD ANNUAL BENEFIT | $5,000 | |
| AUTISM SPEAKS | ||||||||
| 1990 K STREET NW 2ND FLOOR | WASHINGTON | DC | 20006 | NONE | PC | AUTISM SPEAKS 5K | $1,000 | |
| AUTISM SPEAKS | ||||||||
| 1990 K STREET NW 2ND FLOOR | WASHINGTON | DC | 20006 | NONE | PC | AUTISM SPEAKS 5K | $4,000 | |
| BARBARA BUSH FOUNDATION FOR FAMILY LITERACY | ||||||||
| 516 NORTH ADAMS STREET | TALLAHASSEE | FL | 32301 | NONE | PC | 2019 NATIONAL CELEBRATION OF READING - CELEBRATING 30 YRS OF CHANGING LIVES THROUGH LITERACY | $25,000 | |
| BRIGHAM AND WOMENS HOSPITAL | ||||||||
| 116 HUNTINGTON AVENUE 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | CHASING HOPE ANN ROMNEY CENTER EVENT GOLD TABLE LEVEL | $10,000 | |
| CHILDRENS HOSPITAL FOUNDATION | ||||||||
| 801 ROEDER RD STE 407 | SILVER SPRING | MD | 20910 | NONE | PC | RACE FOR EVERY CHILD | $5,000 | |
| CHILDRENS HOSPITAL FOUNDATION | ||||||||
| 801 ROEDER RD STE 407 | SILVER SPRING | MD | 20910 | NONE | PC | 2019 CHILDREN'S BALL | $12,500 | |
| CHILDRENS HOSPITAL FOUNDATION | ||||||||
| 801 ROEDER RD STE 407 | SILVER SPRING | MD | 20910 | NONE | PC | CHARITABLE CONTRIBUTION | $15,000 | |
| CITYDANCE ENSEMBLE INC | ||||||||
| 4000 ALBEMARLE STREET NW SUITE 304 | WASHINGTON | DC | 20016 | NONE | PC | CITY DANCE DREAM GALA | $1,000 | |
| CLUB FOUNDATION INC | ||||||||
| 8500 RIVER ROAD | BETHESDA | MD | 20817 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| CONNELLY SCHOOL OF THE HOLY CHILD | ||||||||
| 9029 BRADLEY BLVD | BETHESDA | MD | 20817 | NONE | PC | $5K FOR TIGER TROT, $10,000 FOR THE GALA AND $15,000 FOR THE FUND FOR HOLY CHILD | $30,000 | |
| CONNELLY SCHOOL OF THE HOLY CHILD | ||||||||
| 9029 BRADLEY BLVD | BETHESDA | MD | 20817 | NONE | PC | TURF REHAD | $25,000 | |
| CRITTENTON SERVICES OF GREATER WASHINGTON | ||||||||
| 815 SILVER SPRING AVE | SILVER SPRING | MD | 20910 | NONE | PC | CHARITABLE CONTRIBUTION IN HONOR OF CRITTENTON'S 131ST ANNIVERSARY CELEBRATION | $1,000 | |
| DON BOSCO CRISTO REY HIGH SCHOOL | ||||||||
| PO BOX 56481 | WASHINGTON | DC | 20040 | NONE | PC | SCHOLARSHIP PROGRAM | $50,000 | |
| DON BOSCO CRISTO REY HIGH SCHOOL | ||||||||
| PO BOX 56481 | WASHINGTON | DC | 20040 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| FAMILY TREE INC | ||||||||
| 2108 NORTH CHARLES ST | BALTIMORE | MD | 21218 | NONE | PC | 28TH ANNUAL GREAT CHEFS DINNER | $5,000 | |
| FOR JAMAICA INC | ||||||||
| 11601 NW 6TH PLACE | PLANTATION | FL | 33325 | NONE | PC | IN MEMORY OF MICHELLE TROSTLE | $1,000 | |
| FRIENDS OF THE LIBRARY MONTGOMERY COUNTY MD INC | ||||||||
| 21 MARYLAND AVENUE SUITE 310 | ROCKVILLE | MD | 20850 | NONE | PC | CHARITABLE CONTRIBUTION IN HONOR OF ARI BROOKS | $1,000 | |
| FRIENDS OF THE LIBRARY MONTGOMERY COUNTY MD INC | ||||||||
| 21 MARYLAND AVENUE SUITE 310 | ROCKVILLE | MD | 20850 | NONE | PC | CHARITABLE CONTRIBUTION | $500 | |
| GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||||
| 8720 GEORGIA AVENUE SUITE 202 | SILVER SPRING | MD | 20910 | NONE | PC | 2019 CELEBRATION OF GIVING, SOCIETY LEVEL SPONSORSHIP | $5,000 | |
| HALCYON HOUSE | ||||||||
| 3400 PROSPECT ST NW | WASHINGTON | DC | 20007 | NONE | PC | CHARITABLE CONTRIBUTION | $50,000 | |
| HEARTS AND HOMES FOR YOUTH INC | ||||||||
| 3919 NATIONAL DRIVE SOUTH 400 | BURTONVILLE | MD | 20866 | NONE | PC | 2-$250-HOLE SPONSORSHIPS FOR CHARITY GOLF EVENT | $500 | |
| HOPE CONNECTION FOR CANCER SUPPORT | ||||||||
| 9650 ROCKVILLE PIKE | BETHESDA | MD | 20814 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| INOVA HEALTH SYSTEM FOUNDATION | ||||||||
| 8110 GATEHOUSE ROAD EAST TOWER 2ND | FALLS CHURCH | VA | 20042 | NONE | PC | JOAN HISAOKA "MAKE A DIFFERENCE" GALA SPONSORSHIP | $10,000 | FL SUITE 200 |
| INSIGHT MEDITATION COMMUNITY OF WASHINGTON | ||||||||
| PO BOX 3 | CABIN JOHN | MD | 20818 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| INTERNATIONAL CATHOLIC MIGRATION COMMISSION INC | ||||||||
| 31 MILK STREET SUITE 315 | BOSTON | MA | 02109 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| JAMES BEARD FOUNDATION | ||||||||
| 34 WEST 15TH STREET 4TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | SUNDAY SUPPER AT UNION MARKET | $5,000 | |
| JOSHUA M FREEMAN FOUNDATION | ||||||||
| 31556 WINTERBERRY PARKWAY | SELBYVILLE | DE | 19975 | NONE | PC | WHITE PARTY SPONSORSHIP | $500 | |
| MCLEAN SCHOOL OF MARYLAND INC | ||||||||
| 8224 LOCHINVER LN | POTOMAC | MD | 20854 | NONE | PC | CHARITABLE CONTRIBUTION | $50,000 | |
| MOST VALUABLE KIDS | ||||||||
| 1725 DESALES STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| N STREET VILLAGE | ||||||||
| 1333 N STREET NW | WASHINGTON | DC | 20005 | NONE | PC | 2018 GALA | $5,000 | |
| NATIONAL CENTER FOR CHILDREN AND FAMILIES | ||||||||
| 6301 GREENTREE ROAD | BETHESDA | MD | 20817 | NONE | PC | $10K FOR THE TNK AMBASSADOR'S CIRCLE AND $10K FOR THE ART OF COMMUNITY SPONSORSHIPS | $20,000 | |
| PENN STATE DANCE MARATHON | ||||||||
| 227D HUB | UNIVERSITY PARK | PA | 16802 | NONE | PC | PARTICIPANT 21109 EMMA SHAW | $500 | |
| POTOMAC UNITED METHODIST CHURCH | ||||||||
| 9908 S GLEN RD | POTOMAC | MD | 20854 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| SAFE SEAT IN THE MOONLIGHT INC | ||||||||
| 8582 BRICKYARD RD | POTOMAC | MD | 20854 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| SHAKESPEARE THEATRE COMPANY | ||||||||
| 516 EIGHTH STREET SE | WASHINGTON | DC | 200032834 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| SO WHAT ELSE INC | ||||||||
| ONE PRESERVE PARKWAY SUITE 150 | ROCKVILLE | MD | 20852 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | NONE | PC | BUDDY BREWER'S FUNDRAISER FOR ST. JUDE PARENTS + TEEN GOLDEN GALA | $500 | |
| STEPPING STONES SHELTER INC | ||||||||
| PO BOX 712 | ROCKVILLE | MD | 20848 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THEARC | ||||||||
| 1901 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| UPWARD BOUND FOUNDATION INC | ||||||||
| 12008 GREAT ELM DR | POTOMAC | MD | 20854 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| UPWARD BOUND FOUNDATION INC | ||||||||
| 12008 GREAT ELM DR | POTOMAC | MD | 20854 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| VENTURE PHILANTHROPY PARTNERS | ||||||||
| 1201 15TH ST NW STE 420 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTION | $25,000 | |
| VET TIX | ||||||||
| 601 F STREET NW | WASHINGTON | DC | 20004 | NONE | PC | MSE SELL A THON | $3,000 | |
| WASHINGTON AREA WOMEN'S FOUNDATION INC | ||||||||
| 1331 H STREET STE 1000 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTION- GOLD LEVEL SPONSORSHIP | $5,000 | |
| THE WASHINGTON BALLET | ||||||||
| 3515 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | THE WASHINGTON BALLET GALA 2019 | $10,000 | |
| WASHINGTON DC POLICE FOUNDATION | ||||||||
| 1156 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WASHINGTON JESUIT ACADEMY | ||||||||
| 900 VARNUM STREET NE | WASHINGTON | DC | 20017 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| WASHINGTON JESUIT ACADEMY | ||||||||
| 900 VARNUM STREET NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WE CHARITY | ||||||||
| 300 W ADAMS SUITE 1000 | CHICAGO | IL | 60606 | NONE | PC | DONATION PER CHARITABLE PLEDGE AGREEMENT | $50,000 | |
| WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS | ||||||||
| 1645 TRAP ROAD | VIENNA | VA | 22182 | NONE | PC | 2019 BOARD OBLIGATION AT PRESIDENTS CIRCLE LEVEL | $25,000 | |
| KINDH | ||||||||
| 10221 RIVER ROAD UNIT 60228 | POTOMAC | MD | 20859 | NONE | PC | CHARITABLE CONTRIBUITON | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $591,250 | 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 | $171,105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $127,037 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $298,142 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,142 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,780 | Amt |
| Net Investment Income | $1,890 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | 2019-09-06 | 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 (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SIX CIRCLES ULTRA SHORT DURATION FUND (CUSD) | $130,098 | $129,838 |
| DOUBLELINE TOTL RET BND-I (DBLT) | $188,185 | $186,238 |
| PIMCO INVESTMENT GRADE CORPORATE BOND FUND (PIGI) | $117,354 | $125,514 |
| PIMCO INCOME FD-INS (PIMI) | $62,465 | $60,946 |
| VANGUARD TOTAL BOND MARKET INDEX (VBTL) | $868,113 | $900,925 |
| WELLS FARGO CORE BOND-R6 (WTRI) | $125,407 | $128,620 |
| ISHARES 20+ YEAR TREASURY BO (TLT) | $130,787 | $123,558 |
| ISHARES 7-10 YEAR TREASURY B (IEF) | $249,365 | $252,845 |
| SCHWAB U.S. TIPS ETF | $62,529 | $65,861 |
| VANGUARD TOTAL INTL BND-ADM (VTAB) | $682,047 | $691,486 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FD-AI (FXAIX) | $180,428 | $216,574 |
| SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND (CUSUX) | $487,815 | $541,532 |
| VANGUARD INDEX FDS (VOO) | $1,243,744 | $1,859,399 |
| AMER FNDS INTL VNTG-F3 (AIVG) | $108,695 | $145,218 |
| ISHARES MSCI EAFEINTL INDEX FD CL K (BTMKX) | $461,955 | $531,056 |
| JPMORGAN BETABUILDERS CANADA ETF (BBCA) | $128,733 | $136,474 |
| SIX CIRCLES INTERNATIONAL (CIUEX) | $252,623 | $263,212 |
| JPMORGAN BETABUILDERS JAPAN ETF (BBJP) | $93,477 | $102,111 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $31 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $51,485 | Amt |
| Net Investment Income | $51,485 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $11,029 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |