BRIGER FOUNDATION FOR ONCOLOGY RESEARCH INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRIGER FOUNDATION FOR ONCOLOGY RESEARCH INC (EIN 26-1586986)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349108181
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T18:20:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262246506 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APERCEN PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261586986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGER FOUNDATION FOR ONCOLOGY | BusinessNameLine1Txt |
| Business Name Line2 | RESEARCH INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 6508047100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER L BRIGER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508047100 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TOM M VAN LOBEN SELS | PreparerPersonNm |
| PTIN | P00447955 | PTIN |
| Phone | 6508047100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,047,479 | 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 | $9,643,135 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $356,554 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $374,180 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$69,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,573,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,431,190 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,930,244 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,805,370 | 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 |
| Legal Fees Rev And Expnss | $655,084 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $607,425 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,798 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,799 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,444,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,567,316 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $140,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $152,122 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,558 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $107,922 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,445,430 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,356 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,312,462 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,883,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,241,747 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,328,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,356 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,554,209 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,398,281 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,720,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,806,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,833,189 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,833,189 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $98,205 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $98,205 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $178,238 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,866,085 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,866,085 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,984,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,047,479 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,047,479 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,719 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,040,794 | AccountsPayableEOYAmt |
| Grants Payable EOY | $641,348 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $45,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,719 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,727,142 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,961,236 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,320,337 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,961,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,320,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,984,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,047,479 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,961,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,398,281 | ExcessRevenueOverExpensesAmt |
| Other Increases | $757,382 | OtherIncreasesAmt |
| Subtotal | $4,320,337 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,320,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $9,573,691 | GrossSalesPriceAmt |
| Cost Or Other Basis | $142,501 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,431,190 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,431,190 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,431,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $135,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $135,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $135,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96,373 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $141,373 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,265 | OverpaymentAmt |
| Applied To ES Tax | $6,265 | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | APERCEN PARTNERS LLC | IndividualWithBooksNm |
| Phone | 6508047100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | 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 |
|---|---|---|---|---|---|---|---|---|
| PETER L BRIGER JR | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | PRESIDENT/TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DEVON BRIGER | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | VICE PRESIDENT/SECRETARY/DIRECTOR | 2.00 | $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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLOY THERAPEUTICS INC | |||||
| 275 SECOND AVE STE 200 | WALTHAM | MA | 02451 | RESEARCH SUPPORT | $572,855 |
| ARNOLD & PORTER KAYE SCHOLER LLP | |||||
| 601 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | LEGAL | $551,301 |
| PERSPECTIVE GROUP LLC | |||||
| 307 WASHINGTON ST | WESTWOOD | MA | 02090 | EXECUTIVE SEARCH | $283,333 |
| TEMPUS AI INC | |||||
| 600 W CHICAGO AVE STE 510 | CHICAGO | IL | 60654 | RESEARCH SUPPORT | $225,887 |
| TWIST BIOSCIENCE CORPORATION | |||||
| 681 GATEWAY BLVD | SOUTH SAN FRANCISCO | CA | 94080 | RESEARCH SUPPORT | $173,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BREAKBIO CORP - SIMPLE AGREEMENT FOR FUTURE EQUITY (SAFE) IN AN EARLY-STAGE BIOTECHNOLOGY COMPANY THAT IS UTILIZING ARTIFICIAL INTELLIGENCE TECHNOLOGY TO ANALYZE A PATIENT'S UNIQUE TUMOR MUTATIONS TO IDENTIFY TUMOR-ASSOCIATED NON-MUTATED ANTIGENS AND NEOANTIGENS, AND DESIGN PERSONALIZED VACCINES THAT PRIME THE IMMUNE SYSTEM TO TARGET AND DESTROY THESE ANTIGENS, ALL OF WHICH FURTHERS THE FOUNDATION'S MISSION OF BRINGING NEW CANCER IMMUNOTHERAPIES TO PATIENTS AS QUICKLY AND EFFICIENTLY AS POSSIBLE. | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
| Total | $250,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,082,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,866,085 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,948,537 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,948,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,814,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $440,715 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $440,715 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $135,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $135,108 | TotalTaxAmt |
| Distributable Before Adj | $305,607 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $305,607 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $305,607 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,554,209 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $250,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,804,209 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $305,607 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,638,502 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $372,788 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $242,263 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $233,380 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,486,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,804,209 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $305,607 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,498,602 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,985,535 | 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 | $1,638,502 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,347,033 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $372,788 | ExcessFromYear4Amt |
| Excess From Year3 | $242,263 | ExcessFromYear3Amt |
| Excess From Year2 | $233,380 | ExcessFromYear2Amt |
| Excess From Current Year | $9,498,602 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER L BRIGER JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| COLLIER SERVICES FOUNDATION INC | ||||||||||
| 160 CONOVER RD | WICKATUNK | NJ | 07765 | SO I | GENERAL SUPPORT | $2,000 | ||||
| ISRAEL WATER POLO ASSOCIATION | ||||||||||
| NC | GENERAL SUPPORT | $35,000 | WINGATE INSTITUTE | NETANYA | IS | 4290200 | ||||
| LA JOLLA INSTITUTE FOR IMMUNOLOGY | ||||||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | PC | LEIOMYOSARCOMA RESEARCH | $1,687,786 | ||||
| PARKER INSTITUTE FOR CANCER IMMUNOTHERAPY | ||||||||||
| 1 LETTERMAN DR STE D3500 | SAN FRANCISCO | CA | 94129 | PC | IMMUNOTHERAPY RESEARCH INITIATIVE | $500,000 | ||||
| THE MILKEN INSTITUTE | ||||||||||
| 1250 FOURTH ST 2ND FL | SANTA MONICA | CA | 90401 | PC | ACCELERATING THERAPY DEVELOPMENT FOR UTERINE LEIOMYOSARCOMA | $16,961 | ||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||||
| 2001 THE EMBARCADERO 3RD FL | SAN FRANCISCO | CA | 94133 | PC | ENGINEERING A NEXT-GEN CELL THERAPY FOR LEIOMYOSARCOMA | $5,000,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,241,747 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||
| 77 MASSACHUSETTS AVE NE49-3142 | CAMBRIDGE | MA | 02139 | PC | WORK ON UTERINE LEIOMYOSARCOMA | $228,129 |
| PARKER INSTITUTE FOR CANCER IMMUNOTHERAPY | ||||||
| 1 LETTERMAN DR STE D3500 | SAN FRANCISCO | CA | 94129 | PC | IMMUNOTHERAPY RESEARCH INITIATIVE | $433,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $661,849 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356,554 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$69,445 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$138,808 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,808 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$138,808 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $425,917 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $287,109 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PETER L BRIGER JR | |||||||
| 1 | 314 LYTTON AVE | PALO ALTO | CA | 94301 | $3,699,382 | Yes (X) | Yes (X) |
| FPB MANAGEMENT LP | |||||||
| 2 | 314 LYTTON AVE | PALO ALTO | CA | 94301 | $5,943,753 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $3,699,382 | 2024-12-23 |
| 2 | PUBLICLY TRADED SECURITIES | $5,943,753 | 2024-02-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $53,815 | Amt |
| Net Investment Income | $29,798 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,799 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ISRAEL WATER POLO ASSOCIATION | |||||||||||||
| WINGATE INSTITUTE | NETANYA | IS | 4290200 | 2024-05-06 | $35,000 | GENERAL SUPPORT | $35,000 | NONE | 11/13/25 | ||||
| BREAKBIO CORP | |||||||||||||
| 2024-10-18 | $250,000 | PROGRAM-RELATED INVESTMENT - SIMPLE AGREEMENT FOR FUTURE EQUITY IN AN EARLY-STAGE BIOTECHNOLOGY COMPANY THAT IS UTILIZING ARTIFICIAL INTELLIGENCE TECHNOLOGY IN CANCER RESEARCH | $250,000 | NONE | 11/13/25 | 333 SE 2ND AVE 29TH FL | MIAMI | FL | 33131 | ||||
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CERBERUS SUPPLY CHAIN FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,866,085 | BookValueAmt |
| EOYFMV | $1,866,085 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $655,084 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $607,425 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT | Desc |
| EOY Book Value | $250,000 | EOYBookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | $44,300 | $55,558 | $0 |
| EVENTS | $99,496 | $0 | $99,496 |
| OTHER EXPENSES | $8,326 | $0 | $8,426 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $757,382 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $0 | $6,000 |
| EXCISE TAX PAYABLE | $0 | $39,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXECUTIVE SEARCH | $284,208 | $0 | $284,208 |
| RESEARCH SUPPORT | $2,160,201 | $0 | $1,283,108 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FPB MANAGEMENT LP | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $140,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |