Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE SCOTT AND PATRICE BRICKMAN FAMILY
FOUNDATION C/O JPMORGAN PF SERVICES
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 227237
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752227237
A Employer identification number

61-6356351
B Telephone number (see instructions)

(866) 888-5157
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,118,838J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 176,767 176,767  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 236,100
b Gross sales price for all assets on line 6a 2,598,597
7 Capital gain net income (from Part IV, line 2)... 236,100
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 412,867 412,867  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,675 0   0
c Other professional fees (attach schedule).... Click to see attachment 55,263 55,263   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 130 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,068 55,263   0
25 Contributions, gifts, grants paid....... 740,700 740,700
26 Total expenses and disbursements. Add lines 24 and 25 799,768 55,263   740,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -386,901
b Net investment income (if negative, enter -0-) 357,604
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 69,180 40,954 40,954
2 Savings and temporary cash investments......... 113,790 85,639 85,639
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,613,237 Click to see attachment3,346,515 3,480,892
c Investments—corporate bonds (attach schedule)....... 2,638,750 Click to see attachment2,574,948 2,511,353
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,434,957 6,048,056 6,118,838
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 6,955,368 6,955,368
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -520,411 -907,312
30 Total net assets or fund balances (see instructions)..... 6,434,957 6,048,056
31 Total liabilities and net assets/fund balances (see instructions). 6,434,957 6,048,056
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,434,957
2
Enter amount from Part I, line 27a .....................
2
-386,901
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,048,056
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,048,056
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a JPMORGAN INFLATN MGD BND-R6 P    
b AMG MG PICTET INTL-Z P    
c LOOMIS SAYLES GROWTH-N2 P    
d DIAMOND HILL LARGE CAP FD-I P    
e ISHARES MSCI DEV WLD IDX-K P    
DODGE & COX INTL STOCK FD P    
VANGUARD TOTAL INTL BND-ADM P    
PIMCO SHORT-TERM FD-INSTL P    
HARBOR HIGH YIELD BOND-INST P    
VANGUARD TOTAL INTL BND-ADM P    
MFS EMERGING MKTS DEBT FD R6 P    
JPMORGAN INFLATN MGD BND-R6 P    
HARBOR HIGH YIELD BOND-INST P    
LORD ABBETT SHRT DUR INC-F3 P    
DODGE & COX INCOME FD P    
VANGUARD TOTAL BOND MARKET INDEX FUND-ADM P    
FIDELITY 500 INDEX FD-AI P    
DOUBLELINE TOTL RET BND-I P    
ISHARES MSCI EAFEINTL INDEX FD CL K P    
BROWN ADV JAPAN ALPHA OPP-IS P    
CAPITAL GR NON US EQUITY P    
JOHN HANCOCK LRF CP CORE - R6 P    
VANGUARD TOTAL BOND MARKET INDEX FUND-ADM P    
VANGUARD INDEX FDS S&P 500 ETF SH P    
ISHARES MSCI EAFEINTL INDEX FD CL K P    
ISHARES MSCI EAFEINTL INDEX FD CL K P    
DODGE & COX INCOME FD P    
PIMCO INVESTMENT GRADE CORPORATE BOND FUND P    
VANGUARD TOTAL INTL BND-ADM P    
ISHARES MSCI DEV WLD IDX-K P    
DIAMOND HILL LARGE CAP FD-I P    
JOHN HANCOCK LRF CP CORE - R6 P    
LORD ABBETT SHRT DUR INC-F3 P    
CAPITAL GR NON US EQUITY P    
JPMORGAN INFLATN MGD BND-R6 P    
VANGUARD SHORTVANGUARD SHORT-TERM BOND ETF P    
DIAMOND HILL LARGE CAP FD-I P    
DODGE & COX INTL STOCK FD P    
JOHN HANCOCK LRF CP CORE - R6 P    
LOOMIS SAYLES GROWTH-N2 P    
PIMCO SHORT-TERM FD-INSTL P    
DODGE & COX INCOME FD P    
DOUBLELINE TOTL RET BND-I P    
LORD ABBETT SHRT DUR INC-F3 P    
VANGUARD TOTAL BOND MARKET INDEX FUND-ADM P    
VANGUARD TOTAL INTL BND-ADM P    
WELLS FARGO CORE BOND FUND P    
PIMCO INVESTMENT GRADE CORPORATE BOND FUND P    
DIAMOND HILL LARGE CAP FD-I P    
DODGE & COX INCOME FD P    
DOUBLELINE TOTL RET BND-I P    
LORD ABBETT SHRT DUR INC-F3 P    
ISHARES MSCI DEV WLD IDX-K P    
FIDELITY 500 INDEX FD-AI P    
JOHN HANCOCK LRF CP CORE - R6 P    
BROWN ADV JAPAN ALPHA OPP-IS P    
LOOMIS SAYLES GROWTH-N2 P    
DODGE & COX INCOME FD P    
AMG MG PICTET INTL-Z P    
VANGUARD SHORT-TERM BOND ETF P    
VANGUARD SHORT-TERM BOND ETF P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 64,000   64,062 -62
b 43,000   35,697 7,303
c 73,000   50,614 22,386
d 73,000   57,209 15,791
e 54,500   45,715 8,785
43,000   35,662 7,338
189,000   189,873 -873
35,726   35,654 72
104,571   100,610 3,961
90,000   90,835 -835
68,173   69,375 -1,202
74,000   74,655 -655
35,500   34,292 1,208
29,500   30,271 -771
740     740
140     140
85     85
30,000   31,477 -1,477
37,988   34,991 2,997
70,766   72,983 -2,217
21,223   17,418 3,805
37,558   30,209 7,349
28,323   30,189 -1,866
119,937   106,332 13,605
122,827   115,048 7,779
43,814   42,817 997
20,621   21,156 -535
15,479   15,647 -168
24,516   24,359 157
20,374   17,497 2,877
16,998   13,530 3,468
16,256   12,540 3,716
7,120   7,359 -239
45,930   37,887 8,043
71,051   72,106 -1,055
68,412   68,593 -181
55,061   46,304 8,757
171,422   154,679 16,743
18,893   16,039 2,854
13,571   9,698 3,873
137,297   137,087 210
14,678   15,319 -641
14,721   15,034 -313
10,849   11,293 -444
32,246   32,497 -251
21,698   21,648 50
20,008   20,917 -909
272     272
1,666     1,666
31,728   32,966 -1,238
33,057   34,684 -1,627
59,774   62,223 -2,449
18,750     18,750
303     303
9,238     9,238
7,669     7,669
4,467     4,467
491     491
13,982     13,982
34,214   34,094 120
31,467   31,353 114
43,947     43,947
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -62
b       7,303
c       22,386
d       15,791
e       8,785
      7,338
      -873
      72
      3,961
      -835
      -1,202
      -655
      1,208
      -771
      740
      140
      85
      -1,477
      2,997
      -2,217
      3,805
      7,349
      -1,866
      13,605
      7,779
      997
      -535
      -168
      157
      2,877
      3,468
      3,716
      -239
      8,043
      -1,055
      -181
      8,757
      16,743
      2,854
      3,873
      210
      -641
      -313
      -444
      -251
      50
      -909
      272
      1,666
      -1,238
      -1,627
      -2,449
      18,750
      303
      9,238
      7,669
      4,467
      491
      13,982
      120
      114
      43,947
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 236,100
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 689,750 7,065,888 0.097617
2016 710,346 7,285,503 0.097501
2015 882,772 8,317,114 0.106139
2014 1,071,300 9,450,867 0.113355
2013 846,291 1,363,575 0.620641
2
Total of line 1, column (d) .....................
2
1.035253
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.207051
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
6,764,303
5
Multiply line 4 by line 3......................
5
1,400,556
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,576
7
Add lines 5 and 6........................
7
1,404,132
8
Enter qualifying distributions from Part XII, line 4,.............
8
740,700
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 7,152
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,152
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,152
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,552
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,552
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 59
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,659
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJPMORGAN PRIVATE FOUNDATION SERVICES Telephone no.bullet (866) 888-5157

    Located atbulletPO BOX 227237DALLASTX ZIP+4bullet752227237
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SCOTT BRICKMAN CO-TRUSTEE
    1.00     		0 0 0
    10721 RED BARN LANE
    POTOMAC,MD20854
    PATRICE BRICKMAN CO-TRUSTEE
    1.00     		0 0 0
    10721 RED BARN LANE
    POTOMAC,MD20854
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,765,188
    b
    Average of monthly cash balances.......................
    1b
    102,125
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,867,313
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,867,313
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    103,010
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,764,303
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    338,215
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    338,215
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    7,152
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,152
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    331,063
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    331,063
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    331,063
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    740,700
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    740,700
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    740,700
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 331,063
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 846,291
    b From 2014...... 603,705
    c From 2015...... 470,954
    d From 2016...... 348,319
    e From 2017...... 339,843
    fTotal of lines 3a through e........ 2,609,112
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 740,700
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 331,063
    e Remaining amount distributed out of corpus 409,637
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,018,749
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		846,291
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		2,172,458
    10 Analysis of line 9:
    a Excess from 2014.... 603,705
    b Excess from 2015.... 470,954
    c Excess from 2016.... 348,319
    d Excess from 2017.... 339,843
    e Excess from 2018.... 409,637
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AIM HIGH CHARITABLE TRUST CO JAMES RICE
    139 CLINTON RD
    WEYMOUTH,MA02109     		NONE PF CHARITABLE CONTRIBUTION 50,000
    AMERICAN DIABETES ASSOCIATION INC
    2460 W 26TH AVE SUITE 500 C
    DENVER,CO80211     		NONE PC 2018 STEPOUT IN SUPPORT OF KINGS WALKERS 2,000
    ANCHOR FUND
    4200 WISCONSIN AVE NW 106-116
    WASHINGTON,DC20016     		NONE PC SECOND ANNUAL BENEFIT PARTY 5,000
    AUTISM SPEAKS
    1 EAST 33RD STREET 4TH FLOOR
    NEW YORK,NY10016     		NONE PC CHARITABLE CONTRIBUTION FOR AUTISM SPEAKS 5K 5,000
    BARBARA BUSH FOUNDATION FOR FAMILY LITERACY
    516 NORTH ADAMS STREET
    TALLAHASSEE,FL32301     		NONE PC FOR THE NATIONAL CELEBRATION OF READING 5,000
    CAL RIPKIN SR FOUNDATION INC
    1427 CLARKVIEW ROAD STE 100
    BALTIMORE,MD21209     		NONE PC CHARITABLE CONTRIBUTION 40,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON
    924 G STREET NW
    WASHINGTON,DC20001     		NONE PC CHARITABLE CONTRIBUTION 100,000
    CHILDRENS HOSPITAL FOUNDATION
    801 ROEDER RD STE 407
    SILVER SPRING,MD20910     		NONE PC CHARITABLE CONTRIBUTION 12,500
    CHILDRENS HOSPITAL FOUNDATION
    801 ROEDER RD STE 407
    SILVER SPRING,MD20910     		NONE PC CHARITABLE CONTRIBUTION IN SUPPORT OF A VINTAGE AFFAIR 5,000
    CHILDRENS HOSPITAL FOUNDATION
    801 ROEDER RD STE 407
    SILVER SPRING,MD20910     		NONE PC HOOPS MADNESS 1,000
    CITY DANCE ENSEMBLE INC
    1111 16TH STREET NW SUITE 300
    WASHINGTON,DC20036     		NONE PC DONATION IN HONOR OF KAY KENDALL 1,000
    COLORECTAL CANCER ALLIANCE
    1025 VERMONT AVENUE NW SUITE 1066
    WASHINGTON,DC20005     		NONE PC TEAM MICHELLE BENAIM 2018 WASHINGTON DC SCOPE IT OUT 1,000
    CONNELLY SCHOOL OF THE HOLY CHILD
    9029 BRADLEY BLVD
    BETHESDA,MD20817     		NONE PC ANNUAL CONTRIBUTION 30,000
    CRITTENTON SERVICES OF GREATER WASHINGTON
    815 SILVER SPRING AVE
    SILVER SPRING,MD20910     		NONE PC CHARITABLE CONTRIBUTION 2,500
    DON BOSCO CRISTO REY HIGH SCHOOL
    1010 LARCH AVE
    TAKOMA PARK,MD20912     		NONE PC SCHOLARSHIP PROGRAM; CHARITABLE CONTRIBUTION 50,500
    FAIR CHANCE
    2001 S STREET NW STE 310
    WASHINGTON,DC20009     		NONE PC CHARITABLE CONTRIBUTION 15,000
    FAMILY TREE INC
    2108 NORTH CHARLES ST
    BALTIMORE,MD21218     		NONE PC 27TH ANNUAL GREAT CHEFS DINNER 5,000
    FOOD FOR THE POOR INC
    6401 LYONS RD
    COCONUT CREEK,FL33073     		NONE PC CHARITABLE CONTRIBUTION 1,000
    GEORGE WASHINGTON UNIVERSITY
    11911 FREEDOM DRIVE SUITE 710
    RESTON,VA20190     		NONE PC GW MEN'S TENNIS FOR 2018 BRYAN CUP 5,000
    GREATER WASHINGTON COMMUNITY FOUNDATION
    1325 G STREET NW SUITE 480
    WASHINGTON,DC20005     		NONE PC 2018 CELEBRATION OF GIVING 10,000
    HALCYON HOUSE
    3400 PROSPECT ST NW
    WASHINGTON,DC20007     		NONE PC 2018 HALCYON AWARDS; CHARITABLE CONTRIBUTION 55,000
    IMCW
    PO BOX 3
    CABIN JOHN,MD20818     		NONE PC CHARITABLE CONTRIBUTION 5,000
    INOVA HEALTH FOUNDATION
    8110 GATEHOUSE RD
    FALLS CHURCH,VA22042     		NONE PC CONTRIBUTION FOR JOAN HISAOKA GALA 10,000
    THE JAMES BEARD FOUNDATION
    6 W 18TH ST 10TH FL
    NEW YORK,NY10011     		NONE PC SUNDAY SUPPER 2018 DONATION 5,000
    JEWISH WOMEN INTERNATIONAL
    1129 20TH ST NW SUITE 801
    WASHINGTON,DC20036     		NONE PC 2018 WOMEN TO WATCH GALA IN HONOR OF LINDA YOUNGENTAUB 5,000
    KINDH
    10221 RIVER RD UNIT 60228
    POTOMAC,MD20859     		NONE PC CHARITABLE CONTRIBUTION 500
    KNOCK OUT ABUSE
    THIRD CHURCH OF CHRIST 1600 K ST NW
    WASHINGTON,DC20006     		NONE PC CHARITABLE CONTRIBUTION 10,000
    THE LEUKEMIA AND LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		NONE PC SOY CAMPAIGN LYNDSAY HAMMILL 500
    MAKE A WISH FOUNDATION PHILADELPHIA DELAWARE AND SUSQUEHANNA VALLEY
    5 VALLEY SQUARE SUITE 210
    BLUE BELL,PA19422     		NONE PC CHARITABLE CONTRIBUTION - SWING FOR THE STARS 2,000
    MAKE A WISH MID ATLANTIC
    6555 ROCK SPRING DR 280
    BETHESDA,MD20816     		NONE PC WOLK FOR WISHES - KELLY KNOTT 500
    MCLEAN SCHOOL OF MARYLAND INC
    8224 LOCHINVER LN
    POTOMAC,MD20854     		NONE PC THE CAMPAIGN FOR MCLEAN 50,000
    MERIDIAN INTERNATIONAL CENTER
    1630 CRESCENT PL NW
    WASHINGTON,DC20009     		NONE PC MERIDIAN LEADERSHIP COUNCIL 5,000
    MONUMENTAL SPORTS AND ENTERTAINMENT
    627 NORTH GLEBE ROAD SUITE 850
    ARLINGTON,VA22203     		NONE PC CHARITABLE CONTRIBUTION; 2018 SELL A THON GOLD LEVEL 11,000
    NANTUCKET PROJECT ACADEMY
    123 MASON ST
    GREENWICH,CT06830     		NONE PC CHARITABLE CONTRIBUTION FOR VISIBLE MEN 50,000
    NATIONAL CENTER FOR CHILDREN AND FAMILIES
    6301 GREENTREE ROAD
    BETHESDA,MD20817     		NONE PC CHARITABLE CONTRIBUTION FOR UNCORKED 2018 10,000
    NATIONAL MS SOCIETY GREATER DC MARYLAND CHAPTER
    1800 M STREET NW STE 750 S
    WASHINGTON,DC20036     		NONE PC SPONSORSHIP OF WOMEN ON THE MOVE LUNCHEON; CARRIE BLAND, CHALLENGE WALK MS/CHESAPEAKE CHALLENGE 10,500
    NEWCHURCH LIVE
    2790 HUNTINGDON PIKE BOX 716
    BRYN ATHYN,PA19009     		NONE PC CHARITABLE CONTRIBUTION 50,000
    THE OFFICE CHARITY FOUNDATION
    21125 GOLF ESTATES DR
    LAYTONSVILLE,MD20882     		NONE PC HOLE SPONSOR, 4TH ANNUAL CHARITY GOLF TOURNAMENT 200
    POTOMAC UNITED METHODIST CHURCH
    9908 S GLEN RD
    POTOMAC,MD20854     		NONE PC CHARITABLE CONTRIBUTION 5,000
    SEE FOREVER FOUNDATION
    600 PENNSYLVANIA AVE SE STE 210
    WASHINGTON,DC20003     		NONE PC CHARITABLE CONTRIBUTION 5,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
    4600 NFAIRFAX DRIVE SUITE 900
    ARLINGTON,VA22203     		NONE PC CHARITABLE CONTRIBUTION FOR ST . JUDE OPEN 3,000
    STEPPING STONES SHELTER INC
    1015 N WASHINGTON AVE
    LIBERAL,KS67901     		NONE PC ANNUAL FUNDRAISER IN HONOR OF KATE DAWSON 1,000
    SUBURBAN HOSPITAL FOUNDATION INC
    8600 OLD GEORGETOWN ROAD
    BETHESDA,MD20814     		NONE PC CHARITABLE CONTRIBUTION FOR DIAMOND BALL 5,000
    THE ARC
    2412 TRACEY PLACE NW
    WASHINGTON,DC20008     		NONE PC AFTER DARK AT THEARC 2018 10,000
    UPWARD BOUND FOUNDATION INC
    12008 GREAT ELM DR
    POTOMAC,MD20854     		NONE PC CHARITABLE CONTRIBUTION 10,000
    VENTURE PHILANTHROPY PARTNERS
    1201 15TH ST NW STE 420
    WASHINGTON,DC20005     		NONE PC CHARITABLE CONTRIBUTION 25,000
    WASHINGTON AREA WOMEN'S FOUNDATION INC
    1331 H STREET STE 1000
    WASHINGTON,DC20005     		NONE PC 2018 LEADERSHIP LUNCHEON 5,000
    THE WASHINGTON BALLET
    3515 WISCONSIN AVENUE NW
    WASHINGTON,DC20016     		NONE PC CHARITABLE DONATION FOR WASHINGTON BALLET GALA 5,000
    WASHINGTON DC POLICE FOUNDATION
    1156 15TH ST NW STE 600
    WASHINGTON,DC20005     		NONE PC 13TH ANNUAL LAW ENFORCEMENT AWARDS CEREMONY 5,000
    WASHINGTON NATIONALS DREAM FOUNDATION NATIONALS PARK
    1500 S CAPITOL ST SE
    WASHINGTON,DC20003     		NONE PC IN HONOR OF MARLA TANENBAUM 5,000
    A WIDER CIRCLE INC
    4808 MOORLAND LN STE 802
    BETHESDA,MD20814     		NONE PC CHARITABLE CONTRIBUTION IN HONOR OF MARK BERGEL 5,000
    WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS
    1645 TRAP ROAD
    VIENNA,VA22182     		NONE PC CHARITABLE CONTRIBUTION 25,000
    Total .................................bullet 3a 740,700
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 176,767  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 236,100  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 412,867 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    412,867
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE SCOTT AND PATRICE BRICKMAN FAMILY
     
    FOUNDATION C/O JPMORGAN PF SERVICES
    EIN:
    61-6356351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,675 0   0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    THE SCOTT AND PATRICE BRICKMAN FAMILY
     
    FOUNDATION C/O JPMORGAN PF SERVICES
    EIN:
    61-6356351
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    AIM HIGH CHARITABLE TRUST CO JAMES RICE
          		139 CLINTON RD
    WEYMOUTH,MA02109     		2018-08-21 50,000 TO PROVIDE SCHOLARSHIPS UNDER THE RECIPIENT ORGANIZATIONS SCHOLARSHIP PROGRAM. 50,000 NONE 03/15/2019 2019-03-15 ALL FUNDS WERE EXPENDED UNDER THE RECIPIENT ORGANIZATIONS SCHOLARSHIP PROGRAM.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE SCOTT AND PATRICE BRICKMAN FAMILY
     
    FOUNDATION C/O JPMORGAN PF SERVICES
    EIN:
    61-6356351
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SIX CIRCLES ULTRA SHORT DURATION FUND 130,098 129,578
    HARBOR HIGH YIELD BOND-INST 68,852 66,003
    DODGE & COX INCOME FD 255,625 250,206
    SCHWAB U.S. TIPS ETF 67,798 67,148
    VANGUARD SHORT-TERM BOND ETF 60,277 60,577
    DOUBLELINE TOTL RET BND-I 261,141 252,494
    LORD ABBETT SHRT DUR INC-F3 65,403 62,828
    PIMCO INVESTMENT GRADE CORPORATE BOND FUND 269,790 261,325
    PIMCO INCOME FD-INS 75,000 71,779
    VANGUARD TOTAL BOND MARKET INDEX 601,259 584,990
    WELLS FARGO CORE BOND FUND - CLASS 267,339 259,660
    VANGUARD TOTAL INTL BND-ADM 380,398 379,174
    MFS EMERGING MKTS DEBT FD R6 71,968 65,591

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE SCOTT AND PATRICE BRICKMAN FAMILY
     
    FOUNDATION C/O JPMORGAN PF SERVICES
    EIN:
    61-6356351
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DIAMOND HILL LARGE CAP FD-I (DHLRX) 53,634 56,718
    FIDELITY 500 INDEX FD-AI (FXAIX) 190,917 183,109
    JOHN HANCOCK LRF CP CORE - R6 (JLCWX) 81,212 75,585
    LOOMIS SAYLES GROWTH-N2 (LGRNX) 68,838 86,899
    SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND (CUSUX) 195,147 182,824
    VANGUARD INDEX FDS (VOO) 1,362,729 1,570,522
    AMG MG PICTET INTL-Z (APCZX) 168,410 146,671
    CAPITAL GR NON US EQUITY (CNUSX) 123,942 136,543
    ISHARES MSCI EAFEINTL INDEX FD CL K (BTMKX) 549,239 527,843
    JPMORGAN BETABUILDERS CANADA ETF (BBCA) 67,311 56,836
    SIX CIRCLES INTERNATIONAL (CIUEX) 97,573 91,097
    BROWN ADV JAPAN ALPHA OPP-IS (BAFJX) 53,162 37,278
    ISHARES INC MSCI JAPAN NEW (EWJ) 68,199 56,519
    ISHARES MSCI DEV WLD IDX-K (BWIKX) 266,202 272,448

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE SCOTT AND PATRICE BRICKMAN FAMILY
     
    FOUNDATION C/O JPMORGAN PF SERVICES
    EIN:
    61-6356351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 55,263 55,263   0


    TY 2018 TaxesSchedule
    Name:
    THE SCOTT AND PATRICE BRICKMAN FAMILY
     
    FOUNDATION C/O JPMORGAN PF SERVICES
    EIN:
    61-6356351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL 130 0   0