Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
BLYTHE BRENDEN-MANN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)401 E 8TH ST STE 319
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SIOUX FALLS, SD571037031
A Employer identification number

41-6546887
B Telephone number (see instructions)

(605) 336-6832
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$28,459,574
J 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) 719,392
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,137,044 1,088,561  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,080,332
b Gross sales price for all assets on line 6a 2,198,897
7 Capital gain net income (from Part IV, line 2)... 1,080,332
8 Net short-term capital gain......... 0
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)....... 100,880 99,531  
12 Total. Add lines 1 through 11........ 3,037,648 2,268,424  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 125,961 50,384   75,577
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 97,464 97,464   0
17 Interest............... 11,358 11,358   0
18 Taxes (attach schedule) (see instructions)... 46,132 8,271   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 750 0 0 750
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 43,957 43,957    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 325,622 211,434 0 76,327
25 Contributions, gifts, grants paid....... 1,626,755 1,626,755
26 Total expenses and disbursements. Add lines 24 and 25 1,952,377 211,434 0 1,703,082
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,085,271
b Net investment income (if negative, enter -0-) 2,056,990
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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.............      
2 Savings and temporary cash investments......... 1,911,710 4,288,270 4,288,270
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 8,412,067 Click to see attachment
List of Attached Documents:
// Content
8,655,061
15,251,241
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,619,174 Click to see attachment
List of Attached Documents:
// Content
8,287,747
8,920,063
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,942,951 21,231,078 28,459,574
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 20,942,951 21,231,078
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 20,942,951 21,231,078
30 Total liabilities and net assets/fund balances (see instructions). 20,942,951 21,231,078
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
20,942,951
2
Enter amount from Part I, line 27a .....................
2
1,085,271
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,028,222
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
797,144
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
21,231,078
Form 990-PF (2022)
Form 990-PF (2022)
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 87. HDFC BANK LTD-ADR     2022-01-27
b 14. MASTERCARD INC - A   2012-12-07 2022-01-31
c 23. MASTERCARD INC - A   2012-12-07 2022-02-03
d 43. MATCH GROUP INC   2021-08-12 2022-02-25
e 50. SEA LTD-ADR   2021-03-08 2022-03-03
5. SEA LTD-ADR   2020-08-10 2022-03-03
153. CHEVRON CORP   2021-01-19 2022-03-14
79. ALIBABA GROUP HOLDING-SP ADR     2022-04-14
101. EDWARDS LIFESCIENCES CORP   2021-10-27 2022-06-27
152. EXPERIAN PLC-SPONS ADR   2021-12-22 2022-06-27
10. LULULEMON ATHLETICA INC   2021-12-29 2022-06-27
1. LULULEMON ATHLETICA INC   2019-11-14 2022-06-27
23.04 BLACKSTONE GSO SECURED LENDING FUND   2021-06-08 2022-07-13
34. CHEVRON CORP   2021-06-02 2022-08-03
99. EDWARDS LIFESCIENCES CORP     2022-08-16
178. EXPERIAN PLC-SPONS ADR     2022-08-16
5. EXPERIAN PLC-SPONS ADR   2020-01-16 2022-08-16
9. SVB FINANCIAL GROUP   2021-03-30 2022-08-16
38. SEA LTD-ADR     2022-08-18
51. TARGET CORP     2022-08-18
27. CHEVRON CORP   2021-06-02 2022-09-01
15. SEA LTD-ADR   2020-08-10 2022-09-06
14. CHEVRON CORP   2021-06-02 2022-09-09
23. CHEVRON CORP   2021-06-02 2022-09-12
11. MASTERCARD INC - A   2012-12-07 2022-09-28
22. CHEVRON CORP   2021-06-02 2022-10-11
29. CHEVRON CORP   2021-06-02 2022-10-11
1555044.1854 MS BLACKSTONE REAL ESTATE DEBT ST II     2022-10-13
17. ESTEE LAUDER COMPANIES-CL A   2019-01-29 2022-11-21
22. ESTEE LAUDER COMPANIES-CL A   2019-01-29 2022-11-23
128. ALIBABA GROUP HOLDING-SP ADR     2022-12-05
189. AMERIPRISE FINANCIAL INC   2019-01-29 2022-12-05
225. BROWN & BROWN INC     2022-12-05
648. CRH PLC-SPONSORED ADR     2022-12-05
732. CRH PLC-SPONSORED ADR     2022-12-05
529. CHEVRON CORP     2022-12-05
249. DANAHER CORP     2022-12-05
57. DIAGEO PLC-SPONSORED ADR     2022-12-05
294. DIAGEO PLC-SPONSORED ADR     2022-12-05
641. EXPERIAN PLC-SPONS ADR     2022-12-05
34. FIRST REPUBLIC BANK/CA   2022-08-16 2022-12-05
311. FIRST REPUBLIC BANK/CA     2022-12-05
72. FORTUNE BRANDS INNOVATIONS I   2022-09-28 2022-12-05
204. FORTUNE BRANDS INNOVATIONS I     2022-12-05
968. HDFC BANK LTD-ADR     2022-12-05
36. JACK HENRY & ASSOCIATES INC     2022-12-05
36. HOME DEPOT INC   2022-08-18 2022-12-05
330. JPMORGAN CHASE & CO     2022-12-05
540. LVMH MOET HENNESSY-UNSP ADR     2022-12-05
115. ESTEE LAUDER COMPANIES-CL A   2019-01-29 2022-12-05
45. LENNAR CORP-A   2022-10-11 2022-12-05
134. LULULEMON ATHLETICA INC     2022-12-05
915. MGM RESORTS INTERNATIONAL     2022-12-05
111. MASTERCARD INC - A   2012-12-07 2022-12-05
164. MCDONALD'S CORP     2022-12-05
381. MICROSOFT CORP     2022-12-05
156. NETEASE INC-ADR     2022-12-05
290. NETEASE INC-ADR     2022-12-05
552. NEXTERA ENERGY INC     2022-12-05
988. NIPPON TELEGRAPH & TELE-ADR   2019-01-29 2022-12-05
64. PLANET FITNESS INC - CL A   2020-12-02 2022-12-05
60. POOL CORP     2022-12-05
47. PROGRESSIVE CORP   2022-08-03 2022-12-05
64. PROGRESSIVE CORP   2021-06-02 2022-12-05
17. RH   2022-10-11 2022-12-05
135. RYANAIR HOLDINGS-SP ADR-CDI   2012-12-07 2022-12-05
24. SBA COMMUNICATIONS CORP   2021-10-27 2022-12-05
114. SVB FINANCIAL GROUP     2022-12-05
38. SEA LTD-ADR     2022-12-05
1794. STORE CAPITAL CORP     2022-12-05
660. TAIWAN SEMICONDUCTOR-SP ADR   2014-05-02 2022-12-05
90. TARGET CORP     2022-12-05
1217. TENCENT HOLDINGS LTD-UNS ADR     2022-12-05
16. UNITED RENTALS INC   2022-02-03 2022-12-05
77. UNITED RENTALS INC     2022-12-05
63. VALERO ENERGY CORP   2021-07-09 2022-12-05
50. VEEVA SYSTEMS INC-CLASS A   2019-11-05 2022-12-05
28. WASTE MANAGEMENT INC   2022-11-21 2022-12-05
43. FERRARI NV     2022-12-05
272. FERRARI NV     2022-12-05
CAPITAL GAIN DIVIDENDS P    
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(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 5,675   6,336 -661
b 5,341   667 4,674
c 8,992   1,095 7,897
d 4,705   5,950 -1,245
e 5,542   11,100 -5,558
554   634 -80
25,399   14,471 10,928
7,564   12,152 -4,588
9,756   11,773 -2,017
4,470   7,294 -2,824
2,850   4,015 -1,165
285   213 72
8   9 -1
5,304   3,677 1,627
10,154   11,177 -1,023
6,216   7,967 -1,751
175   171 4
4,260   4,409 -149
2,632   4,574 -1,942
8,792   3,194 5,598
4,209   2,920 1,289
866   1,902 -1,036
2,220   1,514 706
3,760   2,488 1,272
3,172   524 2,648
3,504   2,380 1,124
4,550   3,137 1,413
9,238   22,434 -13,196
3,723   2,221 1,502
4,934   2,874 2,060
11,555   19,377 -7,822
61,289   22,929 38,360
13,258   14,786 -1,528
26,101   30,735 -4,634
29,484   28,782 702
95,641   50,520 45,121
66,792   31,882 34,910
10,781   10,481 300
55,607   42,599 13,008
23,188   20,618 2,570
4,145   5,790 -1,645
37,912   36,587 1,325
4,472   4,008 464
12,670   10,565 2,105
65,435   58,021 7,414
6,805   7,201 -396
11,569   11,645 -76
43,929   16,311 27,618
81,128   33,033 48,095
26,964   15,021 11,943
3,907   3,509 398
50,622   27,444 23,178
34,906   20,560 14,346
39,613   5,285 34,328
44,382   30,027 14,355
96,394   51,625 44,769
10,826   14,206 -3,380
20,126   14,155 5,971
47,151   26,452 20,699
26,893   21,257 5,636
4,996   4,758 238
19,172   22,308 -3,136
6,160   5,397 763
8,388   6,431 1,957
4,605   4,316 289
10,457   4,805 5,652
6,967   8,405 -1,438
24,857   29,041 -4,184
2,306   4,644 -2,338
57,215   56,863 352
53,914   12,997 40,917
14,438   11,977 2,461
47,574   22,969 24,605
5,600   5,232 368
26,951   12,201 14,750
7,817   4,497 3,320
8,575   7,045 1,530
4,706   4,573 133
9,721   10,882 -1,161
61,494   40,541 20,953
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
      7,772
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       -661
b       4,674
c       7,897
d       -1,245
e       -5,558
      -80
      10,928
      -4,588
      -2,017
      -2,824
      -1,165
      72
      -1
      1,627
      -1,023
      -1,751
      4
      -149
      -1,942
      5,598
      1,289
      -1,036
      706
      1,272
      2,648
      1,124
      1,413
      -13,196
      1,502
      2,060
      -7,822
      38,360
      -1,528
      -4,634
      702
      45,121
      34,910
      300
      13,008
      2,570
      -1,645
      1,325
      464
      2,105
      7,414
      -396
      -76
      27,618
      48,095
      11,943
      398
      23,178
      14,346
      34,328
      14,355
      44,769
      -3,380
      5,971
      20,699
      5,636
      238
      -3,136
      763
      1,957
      289
      5,652
      -1,438
      -4,184
      -2,338
      352
      40,917
      2,461
      24,605
      368
      14,750
      3,320
      1,530
      133
      -1,161
      20,953
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,080,332
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 28,592
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 28,592
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 28,592
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 34,147
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,147
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 10,555
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow10,555 Refundedright arrow 11 0
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowSD
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowwww.blythebrendenmannfdn.org
14
The books are in care ofright arrowDORSEY & WHITNEY TRUST CO LLC Telephone no.right arrow (605) 336-6832

Located atright arrow401 EAST EIGHTH STREET SUITE 319SIOUX FALLSSD ZIP+4right arrow57103
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
Dorsey Whitney Trust Company LLC TRUSTEE
5
125,961    
401 E 8TH ST STE 319
SIOUX FALLS,SD57103
Blythe Brenden TRUSTEE
5
0    
80 South Eighth St Suite 900
Minneapolis,MN55402
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
MORGAN STANLEY INVESTMENT MANAGEMEN 97,167
1585 BROADWAY
NEW YORK,NY10019
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
27,184,422
b
Average of monthly cash balances.......................
1b
2,051,282
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,235,704
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
29,235,704
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
438,536
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,797,168
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,439,858
Part X
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 IX, line 6..................
1
1,439,858
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
28,592
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,592
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,411,266
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,411,266
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 XII, line 1 ...
7
1,411,266
Part XI
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
1,703,082
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,703,082
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,411,266
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 61,208
b From 2018...... 121,952
c From 2019...... 259,465
d From 2020...... 187,485
e From 2021...... 89,193
f Total of lines 3a through e ........ 719,303
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,703,082
a Applied to 2021, 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 2022 distributable amount..... 1,411,266
e Remaining amount distributed out of corpus 291,816
5 Excess distributions carryover applied to 2022. 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 1,011,119
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
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 2017 not
applied on line 5 or line 7 (see instructions) ...
61,208
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
949,911
10 Analysis of line 9:
a Excess from 2018.... 121,952
b Excess from 2019.... 259,465
c Excess from 2020.... 187,485
d Excess from 2021.... 89,193
e Excess from 2022.... 291,816
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

AMERICAN COMMITTEE FOR THE WEIZMANN
INSTITUTE OF SCIENCE INC
633 THIRD AVENUE 20TH FL
NEW YORK,NY10017
N/A PC VARIOUS FUNDS 760,500

ANIMAL HUMANE SOCIETY

845 MEADOW LANE NORTH
MINNEAPOLIS,MN55422
N/A PC GENERAL OPERATING 5,000

MINNEAPOLIS SOCIETY OF FINE ARTS

2400 3RD AVE S
MINNEAPOLIS,MN55404
N/A PC GENERAL OPERATING 10,000

GUTHRIE THEATRE FOUNDATION

818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415
N/A PC GENERAL OPERATING 10,000

WOMEN'S FOUNDATION OF MINNESOTA

105 FIFTH AVENUE SOUTH SUITE 300
MINNEAPOLIS,MN55401
N/A PC GENERAL OPERATING 15,000

CHILDRENS CANCER RESEARCH FUND

7301 OHMS LANE SUITE 355
MINNEAPOLIS,MN55439
N/A PC U OF M MASONIC CHILDREN'S 50,000

GREATER TWIN CITIES UNITED WAY

404 S EIGHTH STREET
MINNEAPOLIS,MN55404
N/A PC GENERAL OPERATING 20,000

PET HAVEN INC OF MINNESOTA

PO BOX 19105
MINNEAPOLIS,MN55419
N/A PC GENERAL OPERATING 5,000

UNIVERSITY OF MINNESOTA FOUNDATION

200 OAK ST SE STE 500
MINNEAPOLIS,MN55455
N/A PC VARIOUS FUNDS AND 736,255

VITAL VOICES GLOBAL PARTNERSHIP INC

1509 16TH ST NW
WASHINGTON,DC20036
N/A PC GENERAL OPERATING 15,000
Total .................................right arrow 3a 1,626,755
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 1,137,044  
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 ..... 523000 1,349 14 99,531  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,080,332  
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) .. 1,349 2,316,907  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,318,256
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
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with the preparer shown below?
See instructions.
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PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2022
Name of the organization
BLYTHE BRENDEN-MANN FOUNDATION
 
Employer identification number

41-6546887
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
BLYTHE BRENDEN-MANN FOUNDATION
 
Employer identification number
41-6546887
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
Ted and Rhonda Mann Residential Tr
C/O City National Bank
400 Park Avenue 2nd Floor
New York, NY10022

$ 719,392


(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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
BLYTHE BRENDEN-MANN FOUNDATION
 
Employer identification number

41-6546887
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
 
$    
(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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
BLYTHE BRENDEN-MANN FOUNDATION
 
Employer identification number

41-6546887
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) (2022)
Additional Data


Software ID:  
Software Version:  

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

TY 2022 GainLossSaleOtherAssetsSch
Name:
BLYTHE BRENDEN-MANN FOUNDATION
EIN:
41-6546887
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
1555044.1854 2022-10      
PURCHASER
9,238 22,434     -13,196  

TY 2022 InvestmentsCorpStockSchedule
Name:
BLYTHE BRENDEN-MANN FOUNDATION
EIN:
41-6546887
Name of Stock End of Year Book Value End of Year Fair Market Value
APPLE INC 16,061 110,700
DANAHER CORP    
JP MORGAN CHASE & CO    
MASTERCARD INC    
NIPPON TELEGRAPH & TELEPHONE C    
RYANAIR HOLDINGS PLC    
TAIWAN SEMICONDUCTOR MANUFACTU    
TENCENT HOLDINGS LTD    
TARGET CORP    
MCDONALDS CORP    
AMERIPRISE FINANCIAL INC    
DIAGEO PLC    
NETEASE INC SPONS ADR    
MICROSOFT CORP    
ALIBABA GROUP HOLDING LTD    
LVMH MOET HENNESSY LOUIS VUITT    
FORTUNE BRANDS HOME & SECURITY    
ESTEE LAUDER COS INC/THE    
LULULEMON ATHLETICA INC    
NEXTERA ENERGY INC    
SVB FINANCIAL GROUP    
VEEVA SYSTEMS INC    
CRH PLC SPONS ADR    
FERRARI NV    
HDFC BANK LTD    
ISHARES RUSSELL 2000 ETF 191,223 244,104
VANGUARD 500 INDEX FUND 3,329,270 9,862,949
VANGUARD S&P MID-CAP 400 ETF 197,315 282,976
VANGUARD S&P SMALL-CAP 600 ETF 189,828 260,832
WISDOMTREE US MIDCAP DIVIDEND 143,439 168,674
WISDOMTREE US SMALLCAP DIVIDEN 144,575 142,200
MGM RESORTS INTERNATIONAL    
PLANET FITNESS INC    
CHEVRON CORP    
FIRST REPLUBLIC BANK/CA    
UNITED RENTALS INC    
STORE CAPITAL CORP    
EXPERIAN PLC    
SEA LTD    
HARDING LOEVNER INTERNATIONAL 1,126,683 1,235,784
MATTHEWS ASIA DIVIDEND FUND 1,075,307 906,157
THORNBURG INTERNATIONAL GROWTH 1,032,556 962,674
VALERO ENERGY CORP    
MATCH GROUP INC    
PROGRESSIVE CORP/THE    
EDWARDS LIFESCIENCES CORP    
SBA COMMUNICATIONS CORP    
BLACKSTONE SECURED LENDING FUN 1,206,705 1,072,107
MASTERBRAND INC 2,099 2,084

TY 2022 InvestmentsOtherSchedule2
Name:
BLYTHE BRENDEN-MANN FOUNDATION
EIN:
41-6546887
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
RIVERVIEW STRATEGIC OPP FD I L AT COST 333,454 171,706
MS BLACKSTONE REAL ESTATE DEBT      
MORGAN STANLEY PRIVATE MKTS FD AT COST 208,927 222,876
MORGAN STANLEY PRIVATE MKTS FD AT COST 17,474 17,902
GRAYSTONE VENTURE FUND LP AT COST 197,438 7,100
PORTAGE FOUNDERS LP AT COST 107,979 23,463
RENAISSANCE INSTITUTIONAL EQS      
BLACKSTONE REAL ESTATE INCOME AT COST 800,000 1,148,749
PIMCO BRAVO FD III SPEC ONSHOR AT COST 1,215,520 1,145,046
RIVERVIEW STRATEGIC OPP FUND I AT COST 822,472 691,941
BROOKFIELD FAIRFIELD US MVAF I AT COST 550,331 651,483
PANTHEON PRIV INFRA III (OFFSH AT COST 1,056,750 1,298,316
DIVERSIFIED CR OPP FD II (CAYM AT COST 293,481 1,005,513
BLACKSTONE GSO SECURED LENDING      
BLACKSTONE PRIVATE CREDIT FUND AT COST 1,125,000 1,074,979
BROOKFIELD SPECIAL INVESTMENTS AT COST 433,921 387,310
CION ARES DIVERSIFIED CREDIT F AT COST 1,125,000 1,073,679

TY 2022 OtherDecreasesSchedule
Name:
BLYTHE BRENDEN-MANN FOUNDATION
EIN:
41-6546887
Description Amount
BOOK/TAX TIMING DIFFERENCES 788,399
NON-DEDUCTIBLE PORTION OF CONTRIBUTIONS 8,745


TY 2022 OtherExpensesSchedule
Name:
BLYTHE BRENDEN-MANN FOUNDATION
EIN:
41-6546887
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM PARTNERSHIP/S-CORP 43,957 43,957   0


TY 2022 OtherIncomeSchedule2
Name:
BLYTHE BRENDEN-MANN FOUNDATION
EIN:
41-6546887
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PIMCO BRAVO FD III SPEC ONSHORE FDR 91,091 91,091  
RENAISSANCE INSTITUTIONAL EQS FD LLC 2,162 2,162  
BROOKFIELD SPECIAL INVESTMENTS FUND 7,479 7,479  
PORTAGE FOUNDERS, LP -1 -1  
MS BLACKSTONE REAL ESTATE DEBT ST II 149 149  
UNRELATED BUSINESS INCOME ADJUSTMENT   -1,349  


TY 2022 OtherProfessionalFeesSchedule
Name:
BLYTHE BRENDEN-MANN FOUNDATION
EIN:
41-6546887
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 97,167 97,167    
INVESTMENT EXPENSES 297 297    


TY 2022 SubstantialContributorsSch
Name:
BLYTHE BRENDEN-MANN FOUNDATION
EIN:
41-6546887
Name Address
Ted and Rhonda Mann Residential Tr C/O City National Bank
400 Park Avenue 2nd Floor
New York,NY10022


TY 2022 TaxesSchedule
Name:
BLYTHE BRENDEN-MANN FOUNDATION
EIN:
41-6546887
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,333 3,333   0
FEDERAL TAX PAYMENT 15,000 0   0
FEDERAL ESTIMATES 22,861 0   0
FOREIGN TAXES ON QUALIFIED FOR 4,166 4,166   0
FOREIGN TAXES ON NONQUALIFIED 772 772   0