THE BRINKMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE BRINKMAN FAMILY FOUNDATION INC (EIN 22-3826033)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349103128
- Schema version
- 2025v4.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T15:07:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841595367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMG NATIONAL TRUST BANK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6295 GREENWOOD PLAZA BLVD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801114908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223826033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRINKMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIN | BusinessNameControlTxt |
| Phone | 2673099200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N 20TH ST APT 425 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BRINKMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2673099200 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA K OCHU CPA | PreparerPersonNm |
| PTIN | P00166691 | PTIN |
| Phone | 3036942190 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $790,224 | 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 |
| Interest On Sav Rev And Expnss | $1,901 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,901 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,341 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $40,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,075 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,749 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $661 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $341 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $678 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,376 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,376 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,054 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,967 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,048 | CashBOYAmt |
| Cash EOY | $22,691 | CashEOYAmt |
| Cash EOYFMV | $22,691 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $4,446 | AcctRcvblBOYAmt |
| Other Investments BOY | $554,083 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $564,049 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $767,533 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $593,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $586,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $790,224 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $593,577 | RetainedEarningBOYAmt |
| Retained Earning EOY | $586,740 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $593,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $586,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $593,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $586,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $593,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $586,740 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $586,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - AMG NATIONAL TRUST - SHORT TERM | P | $14,066 | $14,336 | -$270 | -$270 |
| PUBLICLY TRADED SECURITIES - AMG NATIONAL TRUST - LONG TERM | P | $57,356 | $59,422 | -$2,066 | -$2,066 |
| PUBLICLY TRADED SECURITIES - AMG NATIONAL TRUST - LONG TERM | P | $63 | $63 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $24,677 | $24,677 | $24,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $500 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $500 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,102 | 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 | $1,102 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $602 | OverpaymentAmt |
| Applied To ES Tax | $602 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 | AMG NATIONAL TRUST BANK | IndividualWithBooksNm |
| Phone | 3036942190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6295 GREENWOOD PLAZA BLVD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F BRINKMAN | ||||||||
| 150 N 20TH STREET APT 425 | PHILADELPHIA | PA | 19103 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DAVID L BRINKMAN | ||||||||
| 40 YORKSHIRE DRIVE | HILTON HEAD | SC | 29928 | VICE PRES/TREASURER | 0.00 | $0 | $0 | $0 |
| CURT W BRINKMAN | ||||||||
| 224 EAST MAIN STREET | MOORESTOWN | NJ | 08057 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LESLIE A BRINKMAN | ||||||||
| 40 YORKSHIRE DRIVE | HILTON HEAD | SC | 29928 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JENNIFER BRINKMAN | ||||||||
| 224 EAST MAIN STREET | MOORESTOWN | NJ | 08057 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $764,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $819,153 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $819,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $806,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,343 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,343 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $500 | TotalTaxAmt |
| Distributable Before Adj | $39,843 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,843 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,843 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,054 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,054 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,843 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,738 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,738 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,054 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,211 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,949 | 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 | $3,949 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,738 | ExcessFromYear2Amt |
| Excess From Current Year | $2,211 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY OF ST LOUIS | ||||||||
| 1633 KEHRS MILL ROAD | CHESTERFIELD | MO | 63005 | NONE | NC | EDUCATION | $2,000 | |
| ALICE PAUL INSTITUTE | ||||||||
| 128 HOOTON RD | MOUNT LAUREL | NJ | 08054 | NONE | NC | CHARITABLE | $250 | |
| ALZHEIMER'S RESEARCH FOUNDATION FISHER CENTER | ||||||||
| FDR STATION PO BOX 220 | NEW YORK | NY | 10150 | NONE | NC | MEDICAL AND SCIENTIFIC | $1,500 | |
| AMERICAN FUND FOR LONDON SCHOOL OF ECONOMICS | ||||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | NONE | NC | COMMUNITY | $500 | SUITE 266 |
| AMERICAN INSTITUTE OF PHYSICS (AIP) FOUNDATION | ||||||||
| ONE PHYSICS ELLIPSE | COLLEGE PARK | MD | 20740 | NONE | NC | EDUCATION | $1,000 | |
| AMERICAN PHILOSOPHICAL SOCIETY | ||||||||
| 105 S 5TH STREET | PHILADELPHIA | PA | 19106 | NONE | NC | EDUCATION | $500 | |
| AMERICAN PHYSICAL SOCIETY | ||||||||
| ONE PHYSICS ELLIPSE | COLLEGE PARK | MD | 207403844 | NONE | NC | EDUCATION | $2,000 | |
| BALLET X | ||||||||
| 1923 WASHINGTON AVE | PHILADELPHIA | PA | 19146 | NONE | NC | COMMUNITY | $7,000 | |
| BARNES FOUNDATION | ||||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | NC | ART AND HORTICULTURE | $1,125 | |
| BOSTON UNIVERSITY (FRIENDS OF BOSTON UNIVERSITY RUGBY) | ||||||||
| ONE SILBER WAY/595 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | NC | EDUCATION | $500 | |
| COMMUNITY HOUSE | ||||||||
| 120 PARKHURST STREET | PITTSBURGH | PA | 15212 | NONE | NC | COMMUNITY | $2,500 | |
| CONGREGATION MIKVEH ISRAEL | ||||||||
| 44 N 4TH STREET | PHILADELPHIA | PA | 19106 | NONE | NC | RELIGIOUS | $2,000 | |
| EASTERSEALS NORTH GEORGIA | ||||||||
| 815 PARK N BLVD | CLARKSTON | GA | 30021 | NONE | NC | COMMUNITY | $750 | |
| FREEDOM SERVICE DOGS | ||||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | NONE | NC | VETERANS SUPPORT | $600 | |
| GEORGIA CASA | ||||||||
| 104 MARIETTA ST NW 600 | ATLANTA | GA | 30303 | NONE | NC | COMMUNITY | $750 | |
| HABITAT FOR HUMANITY | ||||||||
| 721 WEST CHURCH ST | AMERICUS | GA | 31709 | NONE | NC | COMMUNITY | $2,000 | |
| HILTON HEAD HUMANE ASSOCIATION | ||||||||
| 10 HUMANE WAY | HILTON HEAD | SC | 29926 | NONE | NC | COMMUNITY | $1,000 | |
| HOUSES FOR WARRIORS | ||||||||
| PO BOX 334 | EVERGREEN | CO | 80439 | NONE | NC | VETERANS SUPPORT | $833 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 IJ | ARLINGTON | VA | 22203 | NONE | NC | COMMUNITY | $500 | HEADQUARTERS |
| K9S FOR WARRIORS | ||||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | NONE | NC | VETERANS SUPPORT | $1,000 | |
| LIVEWELL FOUNDATION | ||||||||
| 250 S 17TH ST APT 1400 | PHILADELPHIA | PA | 19103 | NONE | NC | COMMUNITY AND MENTAL HEALTH | $2,000 | |
| LOWCOUNTRY FOUNDATION FOR WOUNDED MILITARY HEROES | ||||||||
| 20 TOWNE DRIVE | BLUFFTON | SC | 29910 | NONE | NC | VETERANS SUPPORT | $2,500 | |
| MCF HELPING MAMAS | ||||||||
| 4487 PARK DRIVE | NORCROSS | GA | 30093 | NONE | NC | COMMUNITY | $528 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1233 YORK AVE | NEW YORK | NY | 10065 | NONE | NC | MEDICAL AND SCIENTIFIC | $1,500 | |
| OBAMA PRESIDENTIAL CENTER | ||||||||
| 6001 S STONY ISLAND AVENUE | CHICAGO | IL | 60637 | NONE | NC | LIBRARY | $500 | |
| POCKETS FULL OF SUNSHINE | ||||||||
| 64 ARROW RD | HILTON HEAD ISLAND | SC | 29928 | NONE | NC | COMMUNITY | $1,000 | |
| PUBLIC CITIZEN | ||||||||
| 1600 20TH ST NW | WASHINGTON | DC | 20009 | NONE | NC | COMMUNITY | $250 | |
| RED CROSS | ||||||||
| PO BOX 37839 | BONNE | IA | 500370839 | NONE | NC | CHARITABLE | $200 | |
| SEAL KIDS | ||||||||
| 6724 PERIMETER LOOP ROAD SUITE 314 | DUBLIN | OH | 43017 | NONE | NC | EDUCATION | $1,046 | |
| STAG VETERANS (COMFORT FARMS) | ||||||||
| 347 HORACE VEAL ROAD | MILLEDGEVILLE | GA | 31601 | NONE | NC | VETERANS SUPPORT | $1,044 | |
| V FOUNDATION FOR CANCER RESEARCH | ||||||||
| 106 TOWERVIEW CT | CARY | NC | 27513 | NONE | NC | MEDICAL AND SCIENTIFIC | $1,500 | |
| WOUNDED WARRIORS FAMILY SUPPORT | ||||||||
| 11218 JOHN GALT BLVD 103 | OMAHA | NE | 68137 | NONE | NC | VETERANS SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,376 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,901 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,833 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,341 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,075 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,075 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN STANDARD SILVER TRUST PHYSICAL SHARES ETF | AT COST | $6,334 | $19,210 |
| ALPHABET INC | AT COST | $10,462 | $10,462 |
| CARILLON REAMS CORE PLS I | AT COST | $32,843 | $32,656 |
| DODGE & COX INTL STOCK FUND | AT COST | $45,286 | $68,937 |
| DODGE & COX STOCK FUND #145 | AT COST | $51,204 | $75,796 |
| HARBOR MID CAP VALUE | AT COST | $66,633 | $91,741 |
| ISHARES COHEN & STEERS RLTY | AT COST | $7,443 | $7,220 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | AT COST | $10,993 | $12,570 |
| ISHARES GOLD TRUST | AT COST | $4,864 | $10,877 |
| ISHARES DOW JONES SELECT DIVIDEND | AT COST | $12,906 | $24,135 |
| ISHARES RUSSELL 2000 VALUE | AT COST | $37,306 | $52,188 |
| ISHARES RUSSELL MIDCAP INDEX | AT COST | $37,023 | $67,004 |
| ISHARES TRUST RUSSELL 2000 | AT COST | $45,806 | $74,833 |
| T ROWE PRICE GROWTH STOCK FUND #40 | AT COST | $20,126 | $37,626 |
| T ROWE PRICE MID-CAP GROWTH FUND-INST | AT COST | $13,778 | $16,733 |
| SPDR S&P GLOBAL NATURAL RESOURCES ETF | AT COST | $20,984 | $22,370 |
| TWEEDY BROWNE GLOBAL VALUE FUND #1 | AT COST | $58,260 | $64,447 |
| VANGUARD ENERGY FUND INVESTOR SHS #51 | AT COST | $44,090 | $39,685 |
| VANGUARD INFLATION PROTECTED ADMIRAL CL | AT COST | $11,725 | $11,822 |
| VANGUARD LONG-TERM INVESTMENT GRADE FUND | AT COST | $11,996 | $11,543 |
| VANGUARD S&P 500 ETF | AT COST | $13,987 | $15,678 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOUNDATION EXPENSES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,410 | Amt |
| Net Investment Income | $3,749 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $661 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $341 | $341 | $0 |
| 2025 990-PF TAXES | $750 | $0 | $0 |