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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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)9001 DURHAM DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
POTOMAC, MD20854
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$9,677,675J 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) 2,100,295
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 162,958 162,958  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 646,302
b Gross sales price for all assets on line 6a 4,627,462
7 Capital gain net income (from Part IV, line 2)... 2,051,284
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........ 2,909,555 2,214,242  
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).......        
c Other professional fees (attach schedule).... Click to see attachment 62,048 62,048   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,235 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.......... 68,283 62,048   0
25 Contributions, gifts, grants paid....... 450,350 450,350
26 Total expenses and disbursements. Add lines 24 and 25 518,633 62,048   450,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,390,922
b Net investment income (if negative, enter -0-) 2,152,194
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 73,979 66,439 66,439
2 Savings and temporary cash investments......... 40,824 86,469 86,469
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)....... 2,957,470 Click to see attachment4,110,870 5,518,018
c Investments—corporate bonds (attach schedule)....... 2,616,350 Click to see attachment3,815,581 4,006,749
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) 5,688,623 8,079,359 9,677,675
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,955,368 6,955,368
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -1,266,745 1,123,991
29 Total net assets or fund balances (see instructions)..... 5,688,623 8,079,359
30 Total liabilities and net assets/fund balances (see instructions). 5,688,623 8,079,359
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,688,623
2
Enter amount from Part I, line 27a .....................
2
2,390,922
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,079,545
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
186
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,079,359
Form 990-PF (2020)
Form 990-PF (2020)
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 FIDELITY INTL INDX-INST PRM P 2020-01-31 2020-03-06
b FIDELITY 500 INDEX-INST PRM P   2020-02-18
c FIDELITY 500 INDEX-INST PRM P 2020-03-06 2020-03-16
d ISHARES 20+ YEAR TREASURY BO P 2019-09-24 2020-03-27
e ISHARES 7-10 YEAR TREASURY B P 2019-09-24 2020-09-18
ISHARES US TREASURY BOND ETF P 2020-03-06 2020-03-27
ISHARES US TREASURY BOND ETF P 2020-03-06 2020-08-21
JPMORGAN BETABUILDERS JAPAN ETF P 2019-05-06 2020-02-13
JPMORGAN BETABUILDERS EUROPE ETF P 2020-08-21 2020-12-22
JPMORGAN BETABUILDERS EUROPE ETF P 2020-08-21 2020-12-22
SIX CIRCLES US UNCONSTR EQ P 2019-04-12 2020-02-18
VANGUARD TOT BD MKT IDX-ADM P 2020-03-06 2020-05-08
VANGUARD TOT BD MKT IDX-ADM P   2020-08-21
VANGUARD TTL INTL BND-ADM P 2019-09-24 2020-05-08
AMER FNDS INTL VNTG-F3 P 2016-05-04 2020-01-31
AMER FNDS INTL VNTG-F3 P 2016-05-04 2020-02-18
AMER FNDS INTL VNTG-F3 P   2020-05-15
AMER FNDS INTL VNTG-F3 P 2016-03-22 2020-09-25
DOUBLELINE TTL RTRN BND-I P 2016-03-18 2020-05-08
DOUBLELINE TTL RTRN BND-R6 P   2020-10-21
FIDELITY 500 INDEX-INST PRM P 2018-12-28 2020-02-18
ISHARES 7-10 YEAR TREASURY B P 2019-02-15 2020-09-18
ISHARES-MSCI EAFE INTL-K P   2020-03-06
ISHARES-MSCI EAFE INTL-K P   2020-10-21
JPMORGAN BETABUILDERS JAPAN ETF P 2019-01-10 2020-02-13
JPMORGAN BETABUILDERS JAPAN ETF P 2019-01-10 2020-02-13
SCHWAB U.S. TIPS ETF P 2018-10-01 2020-03-06
SIX CIRCLES ULTR SHRT DUR P 2018-10-25 2020-04-24
VANGUARD TOT BD MKT IDX-ADM P   2020-08-21
VANGUARD TTL INTL BND-ADM P 2019-09-24 2020-11-02
WELLS FARGO CORE BOND-R6 P 2016-03-18 2020-05-08
WELLS FARGO CORE BOND-R6 P 2016-03-18 2020-10-21
MATCH GROUP INC COMMON STOCK USD P   2020-07-17
ADOBE INC D 2020-05-18 2020-08-21
ALIGN TECHNOLOGY INC D 2020-05-18 2020-08-21
AMAZON.COM INC D 2020-05-18 2020-08-21
AMERICAN TOWER CORP D 2020-05-18 2020-08-21
ARISTA NETWORKS INC D 2020-05-18 2020-08-21
AUTOMATIC DATA PROCESSING D 2020-05-18 2020-08-21
BROADRIDGE FINANCIAL SOLUTIO D 2020-05-18 2020-08-21
CABLE ONE INC D 2020-05-18 2020-08-21
COPART INC D 2020-05-18 2020-08-21
COSTCO WHOLESALE CORP D 2020-05-18 2020-08-21
EDWARDS LIFESCIENCES CORP D 2020-05-18 2020-08-21
ENTEGRIS INC D 2020-05-18 2020-08-21
ESTEE LAUDER COMPANIES-CL A D 2020-05-18 2020-08-21
FORTINET INC D 2020-05-18 2020-08-21
GLOBAL PAYMENTS INC D 2020-05-18 2020-08-21
HUAZHU GROUP LTD-ADR D 2020-05-18 2020-08-21
IAC/INTERACTIVECORP D 2020-05-18 2020-08-21
ICON PLC D 2020-05-18 2020-08-21
INTEL CORP D 2020-05-18 2020-08-21
MASTERCARD INC - A D 2020-05-18 2020-08-21
MATCH GROUP INC D 2020-05-18 2020-08-21
MERCADOLIBRE INC D 2020-05-18 2020-08-21
MICROSOFT CORP D 2020-05-18 2020-08-21
MOMENTA PHARMACEUTICALS INC D 2020-05-18 2020-08-21
NVIDIA CORP D 2020-05-18 2020-08-21
OLD DOMINION FREIGHT LINE D 2020-05-18 2020-08-21
SERVICENOW INC D 2020-05-18 2020-08-21
UNITEDHEALTH GROUP INC D 2020-05-18 2020-08-21
VEEVA SYSTEMS INC-CLASS A D 2020-05-18 2020-08-21
WALMART INC D 2020-05-18 2020-08-21
WALT DISNEY CO/THE D 2020-05-18 2020-08-21
ZOETIS INC D 2020-05-18 2020-08-21
AMER FNDS INTL VNTG-F3 P    
PIMCO INV GRD CRD BND-INST P    
SIX CIRCLES US UNCONSTR EQ P    
SIX CIRCLES INTL UNCON EQ P    
VANGUARD TOT BD MKT IDX-ADM P    
VANGUARD TTL INTL BND-ADM P    
VANGUARD TOTAL INTL BOND ETF P    
VANGUARD MORTGAGE-BACKED SEC P    
WELLS FARGO CORE BOND-R6 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 18,066   19,724 -1,658
b 113,560   97,185 16,375
c 84,547   105,196 -20,649
d 36,389   31,119 5,270
e 144,692   133,943 10,749
38,060   37,777 283
8,380   8,336 44
32,601   30,830 1,771
19,703   18,033 1,670
73,612   67,383 6,229
52,584   46,118 6,466
60,649   61,549 -900
47,963   46,163 1,800
44,375   45,734 -1,359
19,724   15,247 4,477
12,998   9,833 3,165
14,734   12,769 1,965
22,387   16,461 5,926
66,021   67,959 -1,938
120,643   120,226 417
44,784   33,016 11,768
134,470   115,422 19,048
129,922   130,865 -943
106,086   98,531 7,555
14,403   13,160 1,243
21,540   19,641 1,899
69,142   62,529 6,613
70,490   70,986 -496
155,822   146,176 9,646
155,800   157,269 -1,469
14,303   13,447 856
30,650   28,238 2,412
55     55
394,892   157,691 237,201
23,957   4,662 19,295
693,539   188,319 505,220
12,637   4,830 7,807
25,085   10,920 14,165
35,015   13,289 21,726
31,120   13,490 17,630
34,796   14,340 20,456
43,948   13,706 30,242
17,683   7,294 10,389
20,343   7,136 13,207
77,865   12,618 65,247
15,070   2,867 12,203
47,030   12,218 34,812
41,844   11,510 30,334
25,876   7,185 18,691
19,521   8,901 10,620
27,789   8,525 19,264
23,046   13,551 9,495
21,907   6,274 15,633
38,017     38,017
160,215   15,738 144,477
386,983   82,042 304,941
22,010   5,051 16,959
74,994   3,249 71,745
48,531   9,447 39,084
23,764   5,400 18,364
36,721   13,568 23,153
128,138   18,680 109,458
22,111   10,087 12,024
27,240   8,065 19,175
16,213   4,660 11,553
1,697     1,697
507     507
22,683     22,683
1,491     1,491
915     915
786     786
1,463     1,463
29     29
836     836
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       -1,658
b       16,375
c       -20,649
d       5,270
e       10,749
      283
      44
      1,771
      1,670
      6,229
      6,466
      -900
      1,800
      -1,359
      4,477
      3,165
      1,965
      5,926
      -1,938
      417
      11,768
      19,048
      -943
      7,555
      1,243
      1,899
      6,613
      -496
      9,646
      -1,469
      856
      2,412
      55
      237,201
      19,295
      505,220
      7,807
      14,165
      21,726
      17,630
      20,456
      30,242
      10,389
      13,207
      65,247
      12,203
      34,812
      30,334
      18,691
      10,620
      19,264
      9,495
      15,633
      38,017
      144,477
      304,941
      16,959
      71,745
      39,084
      18,364
      23,153
      109,458
      12,024
      19,175
      11,553
      1,697
      507
      22,683
      1,491
      915
      786
      1,463
      29
      836
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 2,051,284
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 29,915
c All other domestic foundations enter 1.39% 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 29,915
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 29,915
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,710
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,950
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,660
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,745
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,745 RefundedBullet 11 0
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 atbullet9001 DURHAM DRIVEPOTOMACMD ZIP+4bullet20854
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    JP MORGAN CHASE BANK NA INVESTMENT ADVISORY FEES 62,048
    3424 PEACHTREE ROAD NE 24TH FL
    ATLANTA,GA30326
    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 (2020)
    Form 990-PF (2020)
    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
    7,809,808
    b
    Average of monthly cash balances.......................
    1b
    90,147
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,899,955
    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
    7,899,955
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    118,499
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,781,456
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    389,073
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    389,073
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    29,915
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    29,915
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    359,158
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    359,158
    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
    359,158
    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
    450,350
    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
    450,350
    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
    450,350
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 359,158
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 470,954
    b From 2016...... 348,319
    c From 2017...... 339,843
    d From 2018...... 409,637
    e From 2019...... 282,180
    fTotal of lines 3a through e........ 1,850,933
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 450,350
    a Applied to 2019, 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 2020 distributable amount..... 359,158
    e Remaining amount distributed out of corpus 91,192
    5 Excess distributions carryover applied to 2020. 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 1,942,125
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		470,954
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,471,171
    10 Analysis of line 9:
    a Excess from 2016.... 348,319
    b Excess from 2017.... 339,843
    c Excess from 2018.... 409,637
    d Excess from 2019.... 282,180
    e Excess from 2020.... 91,192
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    ANCHOR FUND
    4200 WISCONSIN AVE NW 106-116
    WASHINGTON,DC20016     		NONE PC CHARITABLE CONTRIBUTION 5,000
    CITYDANCE ENSEMBLE INC
    4000 ALBEMARLE STREET NW SUITE 304
    WASHINGTON,DC20016     		NONE PC TO BENEFIT DREAM ON BEHALF OF PATRICE BRICKMAN 1,000
    COLLEGETRACKS
    8737 COLLESVILLE RD SUITE 1010
    SILVER SPRING,MD20910     		NONE PC CHARITABLE CONTRIBUTION 1,000
    CONNELLY SCHOOL OF THE HOLY CHILD
    9029 BRADLEY BLVD
    POTOMAC,MD20854     		NONE PC $5K FOR TIGER TROT, $10,000 FOR THE GALA AND $15,000 FOR THE ANNUAL FUND 30,000
    CONNELLY SCHOOL OF THE HOLY CHILD
    9029 BRADLEY BLVD
    POTOMAC,MD20854     		NONE PC FUND-A-TIGER 100
    FAMILY TREE INC
    2108 NORTH CHARLES ST
    BALTIMORE,MD21218     		NONE PC CHARITABLE CONTRIBUTION 5,000
    GLOBAL PROJECTS FOR PEACE
    PO BOX 337 500 N 3RD STREET SUITE
    105
    FAIRFIELD,IA52556     		NONE PC DHAMMAJARINEE WITTHAYA SCHOOL 1,000
    GLOBALBIKE INC
    1855 EAST MAIN ST SUITE 14 - 202
    SPARTANBURG,SC29307     		NONE PC MARY BEALL ADLER'S TRIP 500
    HEALTHY BABIES PROJECT INC
    4501 GRANT STREET
    WASHINGTON,DC20019     		NONE PC CHARITABLE CONTRIBUTION 1,000
    HEARTS AND HOMES FOR YOUTH INC
    3919 NATIONAL DRIVE SOUTH 400
    BURTONVILLE,MD20866     		NONE PC CHARITABLE CONTRIBUTION 5,000
    INOVA HEALTH SYSTEM FOUNDATION
    8110 GATEHOUSE ROAD EAST TOWER 2ND
    FL SUITE 200
    FALLS CHURCH,VA20042     		NONE PC CHARITABLE CONTRIBUTION TO SUPPORT LIFE WITH CANCER "MAKE A DIFFERENCE" GALA 5,000
    INSIGHT MEDITATION COMMUNITY OF WASHINGTON
    PO BOX 3
    CABIN JOHN,MD20818     		NONE PC CHARITABLE CONTRIBUTION 5,000
    JOSHUA M FREEMAN FOUNDATION
    31556 WINTERBERRY PARKWAY
    SELBYVILLE,DE19975     		NONE PC FREEMAN STAGE 1,000
    JOSHUA M FREEMAN FOUNDATION
    31556 WINTERBERRY PARKWAY
    SELBYVILLE,DE19975     		NONE PC CHARITABLE CONTRIBUTION 5,000
    JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
    919 18TH ST NW SUITE 901
    WASHINGTON,DC20006     		NONE PC WASHINGTON BUSINESS HALL OF FAME 2020 5,000
    JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
    919 18TH ST NW SUITE 901
    WASHINGTON,DC20006     		NONE PC WASHINGTON BUSINESS HALL OF FAME IN HONOR OF MARK LERNER 5,000
    KINDH
    10221 RIVER ROAD UNIT 60228
    POTOMAC,MD20859     		NONE PC CHARITABLE CONTRIBUITON 1,000
    MARY'S CENTER
    2333 ONTARIO ROAD NW
    WASHINGTON,DC20009     		NONE PC CHARITABLE CONTRIBUITON IN HONOR OF GEORGETTE SAAD 1,000
    MERIDIAN INTERNATIONAL CENTER
    1630 CRESCENT PLACE NW
    WASHINGTON,DC20009     		NONE PC MERIDIAN GLOBAL LEADERSHIP COUNCIL MEMBERSHIP 5,000
    MERIDIAN INTERNATIONAL CENTER
    1630 CRESCENT PLACE NW
    WASHINGTON,DC20009     		NONE PC MERIDIAN GLOBAL LEADERSHIP COUNCIL MEMBERSHIP FOR FISCAL YEAR 2021 5,000
    MONTGOMERY COLLEGE FOUNDATION INC
    9221 CORPORATE BOULEVARD
    ROCKVILLE,MD20850     		NONE PC SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION SCHOLARSHIP 25,000
    MONUMENTAL SPORTS & ENTERTAINMENT FOUNDATION
    627 NORTH GLEBE RD SUITE 850
    ARLINGTON,VA22203     		NONE PC FEEDING THE FRONTLINES FUND 5,000
    N STREET VILLAGE INC
    1333 N STREET NW
    WASHINGTON,DC20005     		NONE PC CHARITABLE CONTRIBUTION FOR THE 2021 ANNUAL GALA AND AUCTION 5,000
    NAACP
    4805 MT HOPE DRIVE
    BALTIMORE,MD21215     		NONE PC CHARITABLE CONTRIBUTION 1,000
    NATIONAL CENTER FOR CHILDREN AND FAMILIES
    6301 GREENTREE ROAD
    BETHESDA,MD20817     		NONE PC CHARITABLE CONTRIBUTION 20,000
    PENN STATE DANCE MARATHON ALUMNI INTEREST GROUP
    PO BOX 924
    UNIVERSITY PARK,PA16802     		NONE PC CHARITABLE CONTRIBUTION TO SUPPORT THON FUNDRAISING EFFORTS FOR EMMA SHAW WITH DELTA GAMMA 250
    PRODUCE ALLIANCE FOUNDATION
    100 LEXINGTON DR STE 201
    BUFFALO GROVE,IL60089     		NONE PC SUPPORT DISTRIBUTION OF FOOD IN AREAS IN NEED IN THE D.C. AREA (SPECIFICALLY FOR CHILDREN'S NATIONAL) 4,500
    PRODUCE ALLIANCE FOUNDATION
    100 LEXINGTON DR STE 201
    BUFFALO GROVE,IL60089     		NONE PC CHARITABLE CONTRIBUTION 5,000
    SAN MIGUEL SCHOOL INC
    7705 GEORGIA AVENUE NW
    WASHINGTON,DC20012     		NONE PC CHARITABLE CONTRIBUTION 1,000
    SHEPHERD FOUNDATION LTD
    PO BOX 50
    KENSINGTON,MD20895     		NONE PC CHARITABLE CONTRIBUTION 5,000
    SOUNDS TRUE FOUNDATION
    413 S ARTHUR AVE
    LOUISVILLE,CO80027     		NONE PC MINDFUL CHAMPIONS 15,000
    THE JAMES BEARD FOUNDATION INC
    167 WEST 12TH STREET
    NEW YORK,NY10011     		NONE PC SUNDAY SUPPER DC 5,000
    THE WASHINGTON BALLET
    3515 WISCONSIN AVENUE NW
    WASHINGTON,DC20016     		NONE PC CHARITABLE CONTRIBUTION 5,000
    THE WASHINGTON BALLET
    3515 WISCONSIN AVENUE NW
    WASHINGTON,DC20016     		NONE PC CHARITABLE CONTRIBUTION 5,000
    THE WILDERNESS TECHNOLOGY ALLIANCE
    13605 MILLS AVE
    SILVER SPRING,MD20904     		NONE PC NICK MOCK SE WASHINGTON PROJECT 5,000
    THEARC
    1901 MISSISSIPPI AVENUE SE
    WASHINGTON,DC20020     		NONE PC CHARITABLE CONTRIBUTION 10,000
    TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA941399389     		NONE PC 2274F BLACK LIVES MATTER SUPPORT FUND - TIDES FOUNDATION 1,000
    TRUST FOR THE NATIONAL MALL
    1300 PENNSYLVANIA AVENUE NW SUITE
    370
    WASHINGTON,DC20004     		NONE PC U.S. PART POLICE HORSE STABLES PROJECT 10,000
    UPWARD BOUND FOUNDATION INC
    12008 GREAT ELM DR
    POTOMAC,MD20854     		NONE PC CHARITABLE CONTRIBUTION 10,000
    MCLEAN SCHOOL
    8224 LOCHINVER LN
    POTOMAC,MD20854     		NONE PC THE CAMPAIGN FOR MCLEAN 50,000
    VENTURE PHILANTHROPY PARTNERS
    1201 15TH ST NW STE 420
    WASHINGTON,DC20005     		NONE PC CAPITAL KIDS PORTFOLIO 25,000
    WE CHARITY
    300 W ADAMS SUITE 1000
    CHICAGO,IL60606     		NONE PC WE MOVEMENT IMPACT IN ECUADOR 100,000
    Total .................................bullet 3a 450,350
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 162,958  
    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 ............     		    18 646,302  
    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).. 0 809,260 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    809,260
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES
    Employer identification number

    61-6356351
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number
    61-6356351
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 333,393


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 64,444


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 307,255


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 21,632


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 93,853


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 28,282


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number
    61-6356351
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 36,951


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 13,259


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 51,213


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 34,509


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 44,845


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 37,995


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number
    61-6356351
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 27,113


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 24,889


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 511,941


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 21,575


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 39,367


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 52,852


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number
    61-6356351
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    19
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 24,163


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 104,882


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    21
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 34,323


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 25,012


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 13,536


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    24
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 18,613


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number
    61-6356351
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    25
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 17,665


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    26
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 13,191


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    27
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 18,844


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    28
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 20,243


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    29
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 15,744


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    30
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 12,038


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number
    61-6356351
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    31
    PATRICE AND SCOTT BRICKMAN
    10721 RED BARN LANE
     
    POTOMAC, MD20854

    		$ 36,673


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number

    61-6356351
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MICROSOFT CORP NATIONAL FINL SVCS CORP $ 333,393 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 ENTEGRIS INC NATIONAL FINL SVCS CORP $ 64,444 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 ADOBE INC NATIONAL FINL SVCS CORP $ 307,255 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 HUAZHU GROUP LTD-ADR NATIONAL FINL SVCS CORP $ 21,632 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 VEEVA SYSTEMS INC-CLASS A NATIONAL FINL SVCS $ 93,853 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 INTEL CORP NATIONAL FINL SVCS CORP $ 28,282 2020-05-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number

    61-6356351
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    7
    		 COPART INC NATIONAL FINL SVCS CORP $ 36,951 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    8
    		 MOMENTA PHARMACEUTICALS INC NATIONAL FINL SVCS $ 13,259 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    9
    		 FORTINET INC NATIONAL FINL SVCS CORP $ 51,213 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    10
    		 AUTOMATIC DATA PROCESSING NATIONAL FINL SVCS $ 34,509 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    11
    		 GLOBAL PAYMENTS INC NATIONAL FINL SVCS CORP $ 44,845 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    12
    		 OLD DOMINION FREIGHT LINE NATIONAL FINL SVCS $ 37,995 2020-05-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number

    61-6356351
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    13
    		 BROADRIDGE FINANCIAL SOLUTIO NATIONAL FINL SVCS $ 27,113 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    14
    		 WALT DISNEY CO/THE NATIONAL FINL SVCS CORP $ 24,889 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    15
    		 AMAZON.COM INC NATIONAL FINL SVCS CORP $ 511,941 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    16
    		 WALMART INC NATIONAL FINL SVCS CORP $ 21,575 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    17
    		 IAC/INTERACTIVECORP NATIONAL FINL SVCS CORP $ 39,367 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    18
    		 NVIDIA CORP NATIONAL FINL SVCS CORP $ 52,852 2020-05-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number

    61-6356351
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    19
    		 ICON PLC NATIONAL FINL SVCS CORP $ 24,163 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    20
    		 MERCADOLIBRE INC NATIONAL FINL SVCS CORP $ 104,882 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    21
    		 UNITEDHEALTH GROUP INC NATIONAL FINL SVCS CORP $ 34,323 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    22
    		 ARISTA NETWORKS INC NATIONAL FINL SVCS CORP $ 25,012 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    23
    		 ZOETIS INC NATIONAL FINL SVCS CORP $ 13,536 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    24
    		 EDWARDS LIFESCIENCES CORP NATIONAL FINL SVCS $ 18,613 2020-05-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number

    61-6356351
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    25
    		 ALIGN TECHNOLOGY INC NATIONAL FINL SVCS CORP $ 17,665 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    26
    		 ESTEE LAUDER COMPANIES-CL A NATIONAL FINL SVCS $ 13,191 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    27
    		 MASTERCARD INC - A NATIONAL FINL SVCS CORP $ 18,844 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    28
    		 SERVICENOW INC NATIONAL FINL SVCS CORP $ 20,243 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    29
    		 COSTCO WHOLESALE CORP NATIONAL FINL SVCS CORP $ 15,744 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    30
    		 AMERICAN TOWER CORP NATIONAL FINL SVCS CORP $ 12,038 2020-05-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number

    61-6356351
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    31
    		 CABLE ONE INC NATIONAL FINL SVCS CORP $ 36,673 2020-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE SCOTT AND PATRICE BRICKMAN FAMILY
    FOUNDATION C/O JPMORGAN PF SERVICES         		Employer identification number

    61-6356351
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


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    TY 2020 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     		2020-08-12 50,000 TO PROVIDE SCHOLARSHIPS UNDER THE RECIPIENT ORGANIZATIONS SCHOLARSHIP PROGRAM. 50,000 NONE     ALL FUNDS WERE EXPENDED UNDER THE RECIPIENT ORGANIZATIONS SCHOLARSHIP PROGRAM.

    TY 2020 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
    BLCKRCK HI YLD BND PORT-K (BRHY) 335,825 377,784
    ISHARES 20+ YEAR TREASURY BO (TLT) 256,894 263,882
    JPM HIGH YIELD FD - USD - R6 ISIN (JHYU) 173,358 188,475
    PIMCO INVESTMENT GRADE CORPORATE BOND FUND (PIGI) 117,171 129,767
    PIMCO INCOME FD-INS (PIMI) 62,465 61,301
    SIX CIRCLES ULTRA SHORT DURATION FUND (CUSD) 59,112 59,230
    VANGUARD TOTAL BOND MARKET INDEX (VBTL) 690,030 759,077
    VANGUARD MORTGAGE-BACKED SEC (VMBS) 154,736 154,694
    WELLS FARGO CORE BOND-R6 (WTRI) 83,722 87,492
    VANGUARD TOTAL INTL BOND ETF (BNDX) 950,367 958,346
    VANGUARD TOTAL INTL BND-ADM (VTAB) 479,044 513,400
    SIX CIRCLES GLOBAL BOND (CGLB) 452,857 453,301

    TY 2020 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
    FIDELITY 500 INDEX FD-AI (FXAIX) 823,180 940,298
    SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND (CUSUX) 616,758 783,142
    VANGUARD INDEX FDS (VOO) 1,243,744 2,160,435
    AMER FNDS INTL VNTG-F3 (AIVG) 54,384 83,314
    ISHARES MSCI EAFEINTL INDEX FD CL K (BTMKX) 232,559 289,360
    JPMORGAN BETABUILDERS CANADA ETF (BBCA) 178,684 194,786
    SIX CIRCLES INTERNATIONAL (CIUEX) 440,918 472,114
    JPMORGAN BETABUILDERS EUROPE ETF (BBEU) 113,065 125,611
    JPMORGAN BETABUILDERS JAPAN ETF (BBJP) 179,663 211,848
    JPM BTABLDRS DEV ASIA X-JPN (BBAX) 45,262 51,820
    ISHARES CORE MSCI EMERGING (IEMG) 182,653 205,290

    TY 2020 OtherDecreasesSchedule
    Name:
    THE SCOTT AND PATRICE BRICKMAN FAMILY
     
    FOUNDATION C/O JPMORGAN PF SERVICES
    EIN:
    61-6356351
    Description Amount
    COST ADJUSTMENT 186


    TY 2020 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 62,048 62,048   0


    TY 2020 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 6,235 0   0