2025-02-28T15:10:57-06:00 2024-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2024-01-01 352032393 BRIGHTON FOUNDATION TRUST ROBERT D MARKLEY TRUSTEE BRIG 7272153178 323 LONE CHIMNEY DR PO BOX 1783 CASHIERS NC 28717 ROBERT D MARKLEY TRUSTEE 7272153178 2025-02-27 1 1 JORDAN MAYER P01570491 3175802000 2025-02-24 2024 2025-03-06 01:10:19Z X 5105091 X X 79474 79474 30313 106521 30313 109787 109787 0 0 0 1275 255 1020 1515 0 0 2790 255 1020 221200 221200 223990 255 222220 -114203 109532 348834 310859 310859 1775730 1699502 4794232 2124564 2010361 5105091 0 0 X 0 0 479195 479195 1645369 1531166 2124564 2010361 2124564 2010361 2124564 -114203 0 2010361 0 2010361 PUBLICLY TRADED SECURITIES 106521 76208 30313 30313 30313 1522 0 1522 0 1522 1200 0 0 0 1200 0 322 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A ROBERT D MARKLEY 7272153178 PO BOX 1783 323 LONE CHIMNEY DR CASHIERS NC 28717 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 4653385 198280 0 4851665 0 0 4851665 72775 4778890 238945 238945 1522 1522 237423 0 237423 0 237423 222220 0 222220 237423 0 0 31155 31155 222220 0 0 0 222220 0 15203 15203 15952 0 0 0 0 0 0 0 15952 15952 JEAN MARKLEY ROBERT D MARKLEY X ACADEMY PREP FOUNDATION PO BOX 530512 ST PETERSBURG FL 33747 N/A PC OPERATIONS 5000 ASSISTANCE LEAGUE OF INDIANAPOLIS 1475 W 86TH STREET INDIANAPOLIS IN 46260 N/A PC OPERATIONS 2000 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 2000 BLACK MOUNTAIN HOME FOR CHILDREN YOUTH & FAMILIES INC 80 EDEN LAKE RD BLACK MOUNTAIN NC 28711 N/A PC OPERATIONS 3000 BLUE RIDGE MTN HEALTH PROJECT PO BOX 451 CASHIERS NC 28717 N/A PC TO SUPPORT FREE DENTAL CLINIC 2500 BLUE RIDGE SCHOOL EDUCATIONAL FOUNDATION PO BOX 803 CASHIERS NC 28717 N/A PC OPERATIONS 2500 BOYS AND GIRLS CLUBS OF THE PLATEAU 42 COMMUNITY PLACE PO BOX 1812 CASHIERS NC 28717 N/A PC OPERATIONS 10000 BROOKE'S PLACE 50 EAST 91ST STREET SUITE 103 INDIANAPOLIS IN 46240 N/A PC OPERATIONS 5000 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 1000 CASHIERS HISTORICAL SOCIETY PO BOX 104 CASHIERS NC 28717 N/A PC OPERATIONS 2000 CASHIERS VALLEY PRESCHOOL PO BOX 3081 CASHIERS NC 28717 N/A PC OPERATIONS 2000 CASHIERS-HIGHLANDS HUMANE SOCIETY PO BOX 638 CASHIERS NC 28717 N/A PC OPERATIONS 2000 COMMUNITY CARE CLINIC OF HIGHLANDS-CASHIERS PO BOX 43 HIGHLANDS NC 28741 N/A PC OPERATIONS 2000 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 1000 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 41450 FISHES AND LOAVES PO BOX 865 CASHIERS NC 28717 N/A PC OPERATIONS 2000 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 3000 GREAT EXPLORATIONS 1925 FOURTH STREET NORTH ST PETERSBURG FL 33704 N/A PC OPERATIONS 4000 HAMPTON PRESCHOOL AND EARLY LEARNING CENTER PO BOX 569 CASHIERS NC 28717 N/A PC OPERATIONS 2000 HEARTS AND HOPE FOR HAITI 419 SUGAR TREE LANE INDIANAPOLIS IN 46260 N/A PC OPERATIONS 5000 HIGHLANDS CASHIERS HOSPITAL FOUND PO BOX 190 HIGHLANDS NC 28741 N/A SO I OPERATIONS 10000 HIGHLANDS COMMUNITY CHILD DEVELOPMENT CENTER PO BOX 648 HIGHLANDS NC 28741 N/A PC OPERATIONS 2000 HIGHLANDS PERFORMING ARTS CENTER 507 CHESTNUT ST HIGHLANDS NC 28741 N/A PC OPERATIONS 2000 INDIANA UNITED METHODIST CHILDREN'S HOME 515 W CAMP ST PO BOX 747 LEBANON IN 46052 N/A PC OPERATIONS 1000 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 2000 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 2000 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 2000 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 2000 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 1000 MICHIGAN STATE UNIVERSITY 535 CHESTNUT ROAD ROOM 300 EAST LANSING MI 48824 N/A PC OPERATIONS 2000 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 2000 NORTHWESTERN UNIVERSITY 1201 DAVIS ST EVANSTON IL 60208 N/A PC OPERATIONS 2000 PISGAH LEGAL SERVICES PO BOX 2276 ASHEVILLE NC 28802 N/A PC OPERATIONS 2000 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 1000 RESOURCES EDUCATION ASST COUNSELING AND HOUSING OF MACON COUNTY INC PO BOX 228 FRANKLIN NC 28744 N/A PC GENERAL OPERATIONS 10000 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 1000 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 5000 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 2000 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 2000 VILLAGE GREEN CASHIERS PO BOX 2201 CASHIERS NC 28717 N/A PC OPERATIONS 5000 VISION CASHIERS INC PO BOX 2303 CASHIERS NC 28717 N/A PC OPERATIONS 50000 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 1000 ZANMI FONDWA PO BOX 113 ZIONSVILLE IN 46077 N/A PC BUILDING HOMES IN HAITI 5000 221200 0 14 79474 18 30313 0 109787 0 109787 0 0 0 0 0 0 0 0 0 0 KATZ, SAPPER & MILLER 1275 255 1020 FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B 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. VANGUARD INDEX FUNDS S&P 500 ETF (VOO) 735004 1271592 VANGUARD INDEX FUND (VTI) 964498 3522640 EXCISE TAX 1515 0 0