BRIGHTON FOUNDATION TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRIGHTON FOUNDATION TRUST (EIN 35-2032393)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-28
- IRS object ID
- 202510599349100716
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-28T15:10:57-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | 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 | 352032393 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHTON FOUNDATION TRUST | BusinessNameLine1Txt |
| Business Name Line2 | ROBERT D MARKLEY TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIG | BusinessNameControlTxt |
| Phone | 7272153178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 LONE CHIMNEY DR PO BOX 1783 | AddressLine1Txt |
| City | CASHIERS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28717 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D MARKLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7272153178 | PhoneNum |
| Signature | 2025-02-27 | 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 | JORDAN MAYER | PreparerPersonNm |
| PTIN | P01570491 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2025-02-24 | PreparationDt |
| 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 | $5,105,091 | 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 | $79,474 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,474 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,313 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,313 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $109,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,787 | 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 | $1,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $255 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,020 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $223,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $222,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$114,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,532 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $348,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $310,859 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $310,859 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,775,730 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,699,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,794,232 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,124,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,010,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,105,091 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $479,195 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $479,195 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,645,369 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,531,166 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,124,564 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,010,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,124,564 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,010,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,124,564 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$114,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,010,361 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,010,361 | 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 | $106,521 | GrossSalesPriceAmt |
| Cost Or Other Basis | $76,208 | CostOrOtherBasisAmt |
| Gain Or Loss | $30,313 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,313 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,313 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,522 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,522 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $322 | TaxDueAmt |
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 | IN | 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 |
| Individual With Books | ROBERT D MARKLEY | IndividualWithBooksNm |
| Phone | 7272153178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1783 323 LONE CHIMNEY DR | AddressLine1Txt |
| City | CASHIERS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28717 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN MARKLEY | ||||||||
| PO BOX 1783 323 LONE CHIMNEY DR | CASHIERS | NC | 28717 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ROBERT D MARKLEY | ||||||||
| PO BOX 1783 323 LONE CHIMNEY DR | CASHIERS | NC | 28717 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $4,653,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $198,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,851,665 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,851,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,775 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,778,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $238,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $238,945 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,522 | TotalTaxAmt |
| Distributable Before Adj | $237,423 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $237,423 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $237,423 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $222,220 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $222,220 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $237,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $31,155 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $31,155 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $222,220 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $222,220 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,203 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,203 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,952 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,952 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEAN MARKLEY | ContributingManagerNm |
| Contributing Manager | ROBERT D MARKLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY PREP FOUNDATION | |||||||
| PO BOX 530512 | ST PETERSBURG | FL | 33747 | N/A | PC | OPERATIONS | $5,000 |
| ASSISTANCE LEAGUE OF INDIANAPOLIS | |||||||
| 1475 W 86TH STREET | INDIANAPOLIS | IN | 46260 | N/A | PC | OPERATIONS | $2,000 |
| ATLANTIC THEATER | |||||||
| 76 NINTH AVENUE SUITE 537 | NEW YORK CITY | NY | 10011 | N/A | PC | OPERATIONS | $500 |
| BIG BROTHERS-BIG SISTERS OF WESTERN NORTH CAROLINA INC | |||||||
| 50 S FRENCH BROAD AVENUE RM 213 | ASHEVILLE | NC | 28801 | N/A | PC | OPERATIONS | $2,000 |
| BLACK MOUNTAIN HOME FOR CHILDREN YOUTH & FAMILIES INC | |||||||
| 80 EDEN LAKE RD | BLACK MOUNTAIN | NC | 28711 | N/A | PC | OPERATIONS | $3,000 |
| BLUE RIDGE MTN HEALTH PROJECT | |||||||
| PO BOX 451 | CASHIERS | NC | 28717 | N/A | PC | TO SUPPORT FREE DENTAL CLINIC | $2,500 |
| BLUE RIDGE SCHOOL EDUCATIONAL FOUNDATION | |||||||
| PO BOX 803 | CASHIERS | NC | 28717 | N/A | PC | OPERATIONS | $2,500 |
| BOYS AND GIRLS CLUBS OF THE PLATEAU | |||||||
| 42 COMMUNITY PLACE PO BOX 1812 | CASHIERS | NC | 28717 | N/A | PC | OPERATIONS | $10,000 |
| BROOKE'S PLACE | |||||||
| 50 EAST 91ST STREET SUITE 103 | INDIANAPOLIS | IN | 46240 | N/A | PC | OPERATIONS | $5,000 |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | N/A | PC | OPERATIONS | $200 |
| CAMP TECUMSEH | |||||||
| 12635 WEST TECUMSEH BEND ROAD | BROOKSTON | IN | 47923 | N/A | PC | OPERATIONS | $1,000 |
| CASHIERS HISTORICAL SOCIETY | |||||||
| PO BOX 104 | CASHIERS | NC | 28717 | N/A | PC | OPERATIONS | $2,000 |
| CASHIERS VALLEY PRESCHOOL | |||||||
| PO BOX 3081 | CASHIERS | NC | 28717 | N/A | PC | OPERATIONS | $2,000 |
| CASHIERS-HIGHLANDS HUMANE SOCIETY | |||||||
| PO BOX 638 | CASHIERS | NC | 28717 | N/A | PC | OPERATIONS | $2,000 |
| COMMUNITY CARE CLINIC OF HIGHLANDS-CASHIERS | |||||||
| PO BOX 43 | HIGHLANDS | NC | 28741 | N/A | PC | OPERATIONS | $2,000 |
| CULTURAL SHED INC (DBA THE SHED) | |||||||
| 545 W 30TH ST | NEW YORK CITY | NY | 10001 | N/A | PC | GENERAL OPERATIONS | $250 |
| DANA FARBER CANCER INSTITUTE | |||||||
| PO BOX 970025 | BOSTON | MA | 02297 | N/A | PC | OPERATIONS | $1,000 |
| ENTERTAINMENT COMMUNITY FUND (FKA THE ACTORS FUND) | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK CITY | NY | 10102 | N/A | PC | OPERATIONS | $500 |
| FIRST PRESBYTERIAN CHURCH -HIGHLANDS | |||||||
| 471 MAIN ST | HIGHLANDS | NC | 28741 | N/A | PC | OPERATIONS | $41,450 |
| FISHES AND LOAVES | |||||||
| PO BOX 865 | CASHIERS | NC | 28717 | N/A | PC | OPERATIONS | $2,000 |
| GINGOLD THEATRICAL GROUP | |||||||
| 520 EIGHTH AVE SUITE 304 | NEW YORK CITY | NY | 10018 | N/A | PC | OPERATIONS | $200 |
| GLENVILLE-CASHIERS RESCUE SQUAD | |||||||
| PO BOX 1633 | CASHIERS | NC | 28717 | N/A | PC | OPERATIONS | $3,000 |
| GREAT EXPLORATIONS | |||||||
| 1925 FOURTH STREET NORTH | ST PETERSBURG | FL | 33704 | N/A | PC | OPERATIONS | $4,000 |
| HAMPTON PRESCHOOL AND EARLY LEARNING CENTER | |||||||
| PO BOX 569 | CASHIERS | NC | 28717 | N/A | PC | OPERATIONS | $2,000 |
| HEARTS AND HOPE FOR HAITI | |||||||
| 419 SUGAR TREE LANE | INDIANAPOLIS | IN | 46260 | N/A | PC | OPERATIONS | $5,000 |
| HIGHLANDS CASHIERS HOSPITAL FOUND | |||||||
| PO BOX 190 | HIGHLANDS | NC | 28741 | N/A | SO I | OPERATIONS | $10,000 |
| HIGHLANDS COMMUNITY CHILD DEVELOPMENT CENTER | |||||||
| PO BOX 648 | HIGHLANDS | NC | 28741 | N/A | PC | OPERATIONS | $2,000 |
| HIGHLANDS PERFORMING ARTS CENTER | |||||||
| 507 CHESTNUT ST | HIGHLANDS | NC | 28741 | N/A | PC | OPERATIONS | $2,000 |
| INDIANA UNITED METHODIST CHILDREN'S HOME | |||||||
| 515 W CAMP ST PO BOX 747 | LEBANON | IN | 46052 | N/A | PC | OPERATIONS | $1,000 |
| INDY HUMANE | |||||||
| 7929 N MICHIGAN RD | INDIANAPOLIS | IN | 46268 | N/A | SO I | GENERAL OPERATIONS | $500 |
| INTERNATIONAL FRIENDSHIP CENTER | |||||||
| 345 S 5TH ST | HIGHLANDS | NC | 28742 | N/A | PC | OPERATIONS | $2,000 |
| IRISH REPERTORY THEATRE CO INC | |||||||
| 132 W 22ND ST 2ND FLOOR | NEW YORK CITY | NY | 10011 | N/A | PC | OPERATIONS | $400 |
| LITERACY COUNCIL OF CASHIERS INC | |||||||
| PO BOX 1398 | CASHIERS | NC | 28717 | N/A | PC | TO SUPPORT DIVERSE EDUCATIONAL PROGRAMS THAT ADVANCE LITERACY AND PROMOTE LIFELONG LEARNING | $2,000 |
| LITERACY COUNCIL OF HIGHLANDS INC | |||||||
| 675 N 5TH STREET | HIGHLANDS | NC | 28741 | N/A | PC | TO SUPPORT DIVERSE EDUCATIONAL PROGRAMS THAT ADVANCE LITERACY AND PROMOTE LIFELONG LEARNING | $2,000 |
| MANHATTAN THEATER CLUB | |||||||
| 311 WEST 43RD ST | NEW YORK CITY | NY | 10036 | N/A | PC | OPERATIONS | $250 |
| MANNA FOOD BANK INC | |||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 288052445 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| MARVIN ELEMENTARY SCHOOL | |||||||
| 9700 MARVIN SCHOOL RD | MARVIN | NC | 28173 | N/A | PC | FURTHER EDUCATION | $500 |
| MEMORY MATTERS | |||||||
| PO BOX 22330 | HILTON HEAD | SC | 29925 | N/A | PC | OPERATIONS | $1,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 535 CHESTNUT ROAD ROOM 300 | EAST LANSING | MI | 48824 | N/A | PC | OPERATIONS | $2,000 |
| MINT THEATER | |||||||
| 311 WEST 43RD STREET SUITE 307 | NEW YORK | NY | 10036 | N/A | PC | OPERATIONS | $400 |
| NEW YORK CITY CENTER | |||||||
| 131 W 55TH ST | NEW YORK CITY | NY | 10019 | N/A | PC | OPERATIONS | $400 |
| NORTH CAROLINA PUBLIC TELEVISION | |||||||
| 10 TW ALEXANDER DRIVE PO BOX 14900 | RESEARCH TRIANGLE | NC | 27709 | N/A | PC | OPERATIONS | $2,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST | EVANSTON | IL | 60208 | N/A | PC | OPERATIONS | $2,000 |
| PISGAH LEGAL SERVICES | |||||||
| PO BOX 2276 | ASHEVILLE | NC | 28802 | N/A | PC | OPERATIONS | $2,000 |
| PUBLIC THEATER | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | OPERATIONS | $250 |
| PULMONARY FIBROSIS FOUNDATION | |||||||
| 230 E OHIO ST SUITE 500 | CHICAGO | IL | 60611 | N/A | PC | OPERATIONS | $1,000 |
| RESOURCES EDUCATION ASST COUNSELING AND HOUSING OF MACON COUNTY INC | |||||||
| PO BOX 228 | FRANKLIN | NC | 28744 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| ROUNDABOUT THEATER CO | |||||||
| 231 W 39TH STREET SUITE 1200 | NEW YORK CITY | NY | 10138 | N/A | PC | OPERATIONS | $750 |
| SAVE THE CHILDREN | |||||||
| PO BOX 326201 | FAIRFIELD | CT | 06825 | N/A | PC | OPERATIONS | $1,000 |
| SECOND STAGE | |||||||
| 305 W 43RD STREET | NEW YORK CITY | NY | 10036 | N/A | PC | OPERATIONS | $400 |
| SIGNATURE THEATER | |||||||
| 480 WEST 42ND STREET | NEW YORK CITY | NY | 10036 | N/A | PC | OPERATIONS | $250 |
| ST ANN'S WAREHOUSE | |||||||
| PO BOX 14506 | ST PETERSBURG | FL | 33733 | N/A | PC | OPERATIONS | $200 |
| ST LUKE'S UNITED METHODIST CHURCH | |||||||
| 100 W 86TH ST | INDIANAPOLIS | IN | 46260 | N/A | PC | OPERATIONS | $500 |
| ST PETERSBURG FREE CLINIC | |||||||
| 100 WEST 86TH STREET | INDIANAPOLIS | IN | 46260 | N/A | SO I | OPERATIONS | $5,000 |
| TANNER MEDICAL CENTER | |||||||
| 705 DIXIE ST | CARROLLTON | GA | 30117 | N/A | PC | GENERAL OPERATIONS | $250 |
| THE BASCOM | |||||||
| 323 FRANKLIN RD | HIGHLANDS | NC | 28741 | N/A | PC | OPERATIONS | $2,000 |
| THEATER DEVELOPMENT COUNCIL LOCAL DEVELOPMENT CORPORATION | |||||||
| 120 BROADWAY 31ST FLOOR | NEW YORK CITY | NY | 10271 | N/A | PC | GENERAL OPERATIONS | $300 |
| UNITED STATES GOLF ASSOCIATION (USGA) | |||||||
| 77 LIBERTY CORNER RD | FAR HILLS | NJ | 07931 | N/A | PC | OPERATIONS | $250 |
| VECINOS FARMWORKER HEALTH PROGRAM | |||||||
| 3971 LITTLE SAVANNAH RD 173 HHS WCU | CULLOWHEE | NC | 28723 | N/A | PC | TO PROVIDE MEDICAL SERVICES, HEALTH EDUCATION AND COMMUNITY RESOURCES TO FARMWORKERS IN WESTERN NORTH CAROLINA | $2,000 |
| VILLAGE GREEN CASHIERS | |||||||
| PO BOX 2201 | CASHIERS | NC | 28717 | N/A | PC | OPERATIONS | $5,000 |
| VISION CASHIERS INC | |||||||
| PO BOX 2303 | CASHIERS | NC | 28717 | N/A | PC | OPERATIONS | $50,000 |
| VIVIAN BEAUMONT THEATER INC (DBA LINCOLN CENTER THEATER) | |||||||
| 150 WEST 65TH STREET | NEW YORK CITY | NY | 10133 | N/A | PC | OPERATIONS | $500 |
| VOLUNTEERS IN MEDICINE CLINIC | |||||||
| 15 NORTHRIDGE DR | HILTON HEAD ISLAND | SC | 29926 | N/A | PC | OPERATIONS | $1,000 |
| ZANMI FONDWA | |||||||
| PO BOX 113 | ZIONSVILLE | IN | 46077 | N/A | PC | BUILDING HOMES IN HAITI | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,474 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,313 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,787 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,787 | 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 | KATZ, SAPPER & MILLER | CategoryTxt |
| Amt | $1,275 | Amt |
| Net Investment Income | $255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,020 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE BOTH JEAN MARKLEY AND ROBERT MARKLEY ARE SUBSTANTIAL CONTRIBUTORS TO THE BRIGHTON FOUNDATION TRUST AND ARE THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY KEEPING ITS BOOKS AND SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INDEX FUNDS S&P 500 ETF (VOO) | $735,004 | $1,271,592 |
| VANGUARD INDEX FUND (VTI) | $964,498 | $3,522,640 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,515 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |