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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
DAVID A BRAMBLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 419
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESTERTOWN, MD21620
A Employer identification number

52-1982272
B Telephone number (see instructions)

(410) 750-1720
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$1,085,383J 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) 150,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 54 54  
4 Dividends and interest from securities... 13,446 13,446  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
35,697
b Gross sales price for all assets on line 6a 204,580
7 Capital gain net income (from Part IV, line 2)... 30,230
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........ 199,197 43,730  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,000      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
401      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,966      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,367 0   0
25 Contributions, gifts, grants paid....... 199,921 199,921
26 Total expenses and disbursements. Add lines 24 and 25 211,288 0   199,921
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -12,091
b Net investment income (if negative, enter -0-) 43,730
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 15,527 12,604 12,604
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 990,295 Click to see attachment
List of Attached Documents:
// Content
981,127 		1,072,779
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)..........      
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) 1,005,822 993,731 1,085,383
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,005,822 993,731
29 Total net assets or fund balances (see instructions)..... 1,005,822 993,731
30 Total liabilities and net assets/fund balances (see instructions). 1,005,822 993,731
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
1,005,822
2
Enter amount from Part I, line 27a .....................
2
-12,091
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
993,731
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
993,731
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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 30,230
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
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) 1 608
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  
3 Add lines 1 and 2........................... 3 608
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 608
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,248
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,248
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 640
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow640 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
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:
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 arrowMD
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 2023 or the taxable year beginning in 2023? 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. ...............................
10
 
No
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 arrowN/A
14
The books are in care ofright arrowJOSHUA HIGNUTT Telephone no.right arrow (410) 750-1720

Located atright arrowPO BOX 419CHESTERTOWNMD ZIP+4right arrow21620
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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
 
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
DAVID C BRAMBLE PRESIDENT
000.00 		0 0 0
PO BOX 419
CHESTERTOWN,MD21620
PAUL C BRAMBLE VICE PRESIDE
000.00 		0 0 0
PO BOX 419
CHESTERTOWN,MD21620
MEGAN B OWINGS SECRETARY
000.00 		0 0 0
PO BOX 419
CHESTERTOWN,MD21620
JOSHUA HIGNUTT TREASURER
000.00 		0 0 0
PO BOX 419
CHESTERTOWN,MD21620
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  
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
949,000
b
Average of monthly cash balances.......................
1b
13,000
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
962,000
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
962,000
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,430
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
947,570
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
47,379
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
47,379
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
608
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
608
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
46,771
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
46,771
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
46,771
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
199,921
b
Program-related investments—total from Part VIII-B..................
1b
 
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 XII, line 4. .......
4
199,921
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 46,771
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 115,804
d From 2021...... 129,309
e From 2022...... 156,948
f Total of lines 3a through e ........ 402,061
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 199,921
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 46,771
e Remaining amount distributed out of corpus 153,150
5 Excess distributions carryover applied to 2023.    
(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 5 555,211
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		555,211
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 115,804
c Excess from 2021.... 129,309
d Excess from 2022.... 156,948
e Excess from 2023.... 153,150
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 e-mail address of the person to whom applications should be addressed:
DAVID C BRAMBLE
PO BOX 419
CHESTERTOWN,MD21620
(410) 778-3023
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE SUBMITTED ON THE DAVID A. BRAMBLE FOUNDATION, INC. SCHOLARSHIP APPLICATION FORM AND SHOULD INCLUDE A BRIEF ESSAY STATING WHAT THE APPLICANT HOPES TO GAIN FROM A COLLEGE EDUCATION AND THEIR GOALS IN LIFE.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE A DEPENDENT CHILD OF AN ELIGIBLE EMPLOYEE OF DAVID A. BRAMBLE, INC. IN ADDITION, THE EDUCATION OFFERED MUST BE THAT OF AN ACCREDITED COLLEGE, JUNIOR COLLEGE, OR AN APPROVED BUSINESS OR TRADE SCHOOL. GRADUATE SCHOOL STUDY IS NOT ELIGIBLE FOR FUNDING UNDER THIS PROGRAM.
Form 990-PF (2023)
Form 990-PF (2023)
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

91ST BGMA INC

3674 SUNSET LANE
OXNARD,CA93035 		    GENERAL FUNDING 250

AMERICAN CANCER SOCIETY

555 11TH STREET NW
WASHINGTON,DC20004 		    GENERAL FUNDING 500

AMERICAN HEART ASSOCIATION

1150 CONNECTICUT AVE NW
WASHINGTON,DC20036 		    GENERAL FUNDING 500

ASBURY UNITED METHODIST CHURCH

78 CHURCH ROAD
ARNOLD,MD21012 		    GENERAL FUNDING 300

ATLANTIC GENERAL HOSPITAL FOUNDATIO

10320 OLD OCEAN CITY BLVD
BERLIN,MD21811 		    GENERAL FUNDING 1,000

BETTERTON VOLUNTEER FIRE CO

2 HOWELL POINT ROAD
BETTERTON,MD21610 		    GENERAL FUNDING 1,000

BLOOD BANK OF DELMARVA

100 HYGEIA DRIVE
NEWARK,DE19713 		    GENERAL FUNDING 500

BOY SCOUT TROOP 165

PO BOX 227
CHESTERTOWN,MD21620 		    GENERAL FUNDING 100

CAMP FAIRLEE MANOR

22242 BAYSHORE ROAD
CHESTERTOWN,MD21620 		    GENERAL FUNDING 1,000

CAMP PECOMETH

136 BOOKERS WHARF ROAD
CENTREVILLE,MD21617 		    GENERAL FUNDING 250

CHESAPEAKE BAY ENVIRONMENTAL CTR

600 DISCOVERY LANE
GRASONVILLE,MD21638 		    GENERAL FUNDING 200

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVENUE
ANNAPOLIS,MD21403 		    GENERAL FUNDING 500

CHESAPEAKE COLLEGE FOUNDATION

1000 COLLEGE CIRCLE
WYE MILLS,MD21679 		    GENERAL FUNDING 1,000

CHESTER RIVER HOSPITAL CENTER

100 BROWN STREET
CHESTERTOWN,MD21620 		    GENERAL FUNDING 10,000

CHESTER WYE CENTER INC

110 CHESTWYE LANE
GRASONVILLE,MD21638 		    GENERAL FUNDING 500

CHESTERTOWN VOLUNTEER FIRE COMPANY

PO BOX 296
CHESTERTOWN,MD21662 		    GENERAL FUNDING 2,000

CHILDRENS HOME FOUNDATION

PO BOX 756
EASTON,MD21601 		    GENERAL FUNDING 500

CHRACTER COUNTS

108 MARYLAND AVENUE
EASTON,MD21601 		    GENERAL FUNDING 250

CHRISTS CHURCH IU

BOX 161
WORTON,MD21678 		    GENERAL FUNDING 500

CHURCH HILL THEATRE

PO BOX 98
CHURCH HILL,MD21638 		    GENERAL FUNDING 125

CHURCH HILL VOLUNTEER FIRE COMPANY

PO BOX 66
CHURCH HILL,MD21623 		    GENERAL FUNDING 1,000

COLUMBUS COLLEGE OF A&D

60 CLEVELAND AVE
COLUMBUS,OH43215 		    EDUCATIONAL SCHOLARSHIPS 4,894

COMMUNITY FIRE CO INC

300 JOSEPH BIGGS MEMORIAL
RISING SUN,MD21911 		    GENERAL FUNDING 1,000

COMPASS REGIONAL HOSPICE

160 COURSEVALL DRIVE
CENTREVILLE,MD21617 		    GENERAL FUNDING 1,000

CRUMPTON VOLUNTEER FIRE COMPANY

PO BOX 68
CRUMPTON,MD21628 		    GENERAL FUNDING 1,000

CUYAHOGA COMMUNITY COLLEGE

2900 COMMUNITY COLLEGE AV
CLEVELAND,OH44115 		    EDUCATIONAL SCHOLOARSHIP 696

DELTA WATERFOWL FOUNDATION

1412 BASIN AVENUE
BISMARCK,ND58504 		    GENERAL FUNDING 10,000

EASTERN SHORE LAND CONCERVANCY

100 S MAIN ST POB 339
GALENA,MD21635 		    GENERAL FUNDING 250

ELIZABETHTOWN COLLEGE

1 ALPHA DRIVE
ELIZABETHTOWN,PA17022 		    EDUCATIONAL SCHOLARSHIP 9,211

EMMANUEL CHURCH CHESTER PARISH

101 N CROSS STREET
CHESTERTOWN,MD21620 		    GENERAL FUNDING 1,000

FOUNDATION FOR THE KENT CTY PUB LIB

PO BOX 24
CHESTERTOWN,MD21620 		    GENERAL FUNDING 250

FRIENDS OF THE KC PUBLIC LIBRARY

14 W 10TH STREET
KANSAS CITY,MO64105 		    GENERAL FUNDING 500

FRUITLAND VOLUNTEER FIRE COMPANY

104 E MAIN STREET
FRUITLAND,MD21826 		    GENERAL FUNDING 1,000

GALENA VOLUNTEER FIRE COMPANY

PO BOX 189
GALENA,MD21635 		    GENERAL FUNDING 1,000

GARFIELD CENTER FOR THE ARTS

210 HIGH STREET
CHESTERTOWN,MD21620 		    GENERAL FUNDING 250

GETTYSBURG COLLEGE

300 N WASHINGTON STREET
GETTYSBURG,PA17325 		    GENERAL FUNDING 500

GIRL SCOUTS OF THE CHESAPEAKE BAY

100 W 10TH ST STE 610
WILMINGTON,DE19801 		    GENERAL FUNDING 100

GOODWILL VOLUNTEER FIRE COMPANY

PO BOX 56
NEW CASTLE,DE19720 		    GENERAL FUNDING 1,000

GUNSTON SCHOOL

911 GUSTON ROAD
CENTREVILLE,MD21617 		    GENERAL FUNDING 1,000

HARVE DE GRACE DECOY MUSEUM

215 GILES STREET
HARVE DE GRACE,MD21078 		    GENERAL FUNDING 100

HISTORICAL SOCIETY OF KENT COUNTY

301 HIGH STREET
CHESTERTOWN,MD21620 		    GENERAL FUNDING 100

HOMEPORTS INC

118 N CROSS STREET
CHESTERTOWN,MD21620 		    GENERAL FUNDING 500

HOOPERS ISLAND VOLUNTEER FIRE COMP

PO BOX 125
FISHING CREEK,MD21634 		    GENERAL FUNDING 1,000

HOPE FELLOWSHIP BUILDING FUND

892 WASHINGTON AVENUE
CHESTERTOWN,MD21620 		    GENERAL FUNDING 1,000

HORIZONS OF KENT AND QA

116 B S LYNCHBURG ST
CHESTERTOWN,MD21620 		    GENERAL FUNDING 1,000

HUMANE SOCIETY OF KENT COUNTY

10720 AUGUSTINE HERMAN HW
CHESTERTOWN,MD21620 		    GENERAL FUNDING 100

JANES UNITED METHODIST CHURCH

213 WALNUT STREET
RISING SUN,MD21911 		    GENERAL FUNDING 300

JUNIOR ACHEIVEMENT OF THE EASTERN S

327 TILGHMAN RD STE 100
SALISBURY,MD21804 		    GENERAL FUNDING 500

KC CHRISTMAS BASKET COMMUNITY

13886 SWANTOWN CR RD
GALENA,MD21635 		    GENERAL FUNDING 250

KENNEDYVILLE VOLUNTEER FIRE COMPANY

PO BOX 98
KENNEDYVILLE,MD21645 		    GENERAL FUNDING 1,000

KENT AND QUEEN ANNE'S RESCUE

PO BOX 126
CHESTERTOWN,MD21620 		    GENERAL FUNDING 1,000

KENT ATTAINABLE HOUSING INC

PO BOX 501
CHESTERTOWN,MD21620 		    GENERAL FUNDING 500

KENT COUNTY FOOD PANTRY

401 HIGH STREET
CHESTERTOWN,MD21620 		    GENERAL FUNDING 500

KENT COUNTY WRESTLING BOOSTERS CLUB

7457 BROAD NECK RD
CHESTERTOWN,MD21620 		    GENERAL FUNDING 100

KENT SCHOOL INC

6788 WILKINS LANE
CHESTERTOWN,MD21620 		    GENERAL FUNDING 26,500

KENT STATE UNIVERSITY

800 E SUMMIT ST
KENT,OH44240 		    EDUCATIONAL SCHOLARSHIP 2,749

LEHIGH UNIVERSITY

27 MEMORIAL DRIVE W
BETHLEHEM,PA18015 		    GENERAL FUNDING 1,000

MAIN STREET CHESTERTOWN

118 N CROSS STREET
CHESTERTOWN,MD21620 		    GENERAL FUNDING 500

MARS HILL UNIVERSITY

100 ATHLETICS ST
MARS HILL,NC28754 		    EDUCATIONAL SCHOLARSHIPS 9,229

MARYLAND ASPHALT ASSOCATION

2408 PEPPERMILL DR
GLEN BURNIE,MD21061 		    GENERAL FUNDING 2,500

MARYLAND ENVIRONMENTAL TRUST

100 COMMUNITY PLACE
CROWNSVILLE,MD21032 		    GENERAL FUNDING 250

MARYLAND FOOD BANK - EASTERN SHORE

28500 OWENS BRANCH RD
SALISBURY,MD21801 		    GENERAL FUNDING 500

MASSEY AIR MUSEUM INC

3354 MARYLAND LINE ROAD
MASSEY,MD21650 		    GENERAL FUNDING 500

MEMORIAL HOSPITAL FOUNDATION

121 FEDERAL STREET
EASTON,MD21601 		    GENERAL FUNDING 1,000

MESSIAH UNIVERSITY

1 COLLEGE AVE
MECHANICSBURG,PA17055 		    EDUCATIONAL SCHOLARSHIP 5,093

MILLINGTON-CRUMPTON FOOD PANTRY

392 CYPRESS STREET
MILLINGTON,MD21651 		    GENERAL FUNDING 500

MT OLIVE AME CHURCH

2754 ORANGE AVENUE
FORT MYERS,FL33916 		    GENERAL FUNDING 300

MTBMA

2408 PEPPERMILL DR
GLEN BURNIE,MD21061 		    GENERAL FUNDING 2,500

NORTH CAROLINA UNIVERSITY

310 SOUTH RD
CHAPEL HILL,NC27514 		    EDUCATIONAL SCHOLARSHIP 4,000

NORTHERN QA COUNTY BACKPACK PROG

613 DIXON TAVERN DRIVE
BARCLAY,MD21607 		    GENERAL FUNDING 1,000

OPEN DOORS PARTNERS IN EDUCATION

103 CHURCH ALLEY
CHESTERTOWN,MD21620 		    EDUCATIONAL SCHOLARSHIP 2,000

OYSTER RECOVERY PARTNERSHIP

1805A VIRGINIA STREET
ANNAPOLIS,MD21401 		    GENERAL FUNDING 100

QUEENSTOWN VOLUNTEER FIRE COMPANY

7110 MAIN STREET
QUEENSTOWN,MD21658 		    GENERAL FUNDING 1,000

RADCLIFFE CREEK SCHOOL

201 TALBOT BOULEVARD
CHESTERTOWN,MD21620 		    SCHOLARSHIP FUND 11,500

REBUILDING TOGETHER KENT COUNTY

PO BOX 180
CHESTERTOWN,MD21620 		    GENERAL FUNDING 250

ROCK HALL VOLUNTEER FIRE COMPANY

PO BOX 577
ROCK HALL,MD21661 		    GENERAL FUNDING 14,000

SACRED HEART PARISH

65 SACRED HEART LN
REISTERTOWN,MD21136 		    GENERAL FUNDING 300

SALEM UNITED METHODIST CHURCH

23169 FAIRLEE ROAD
CHESTERTOWN,MD21620 		    GENERAL FUNDING 2,500

SALISBURY UNIV - JAYCES FOUNDATION

1101 CAMDEN AVE
SALISBURY,MD21801 		    GENERAL FUNDING 250

SALISBURY UNIVERSITY

1101 CAMDEN AVENUE
SALISBURY,MD21801 		    GENERAL FUNDING 4,000

SALISBURY UNIVERSITY

1101 CAMDEN AVENUE
SALISBURY,MD21801 		    EDUCATIONAL SCHOLARSHIP 1,000

SALVATION ARMY

524 FREDERICK STREET
HAGERSTOWN,MD21740 		    GENERAL FUNDING 1,000

SHORE RIVERS

114 SOUTH WASHINGTON ST
EASTON,MD21601 		    GENERAL FUNDING 1,000

SNOW HILL VOLUNTEER FIRE COMPANY

4718 SNOW HILL ROAD
SNOW HILL,MD21863 		    GENERAL FUNDING 1,000

ST ANDREWS SCHOOL DELAWARE

350 NOXONTOWN ROAD
MIDDLETOWN,DE19709 		    GENERAL FUNDING 500

ST GEORGES UNITED METHODIST CHURCH

11730 ST JAMES NEWTON RD
WORTON,MD21678 		    GENERAL FUNDING 300

ST MARTIN'S MINISTRIES

14259 BENEDICTINE LANE
RIDGELY,MD21660 		    GENERAL FUNDING 1,000

ST PAUL'S CHURCH

7579 SANDY BOTTOM ROAD
CHESTERTOWN,MD21620 		    GENERAL FUNDING 3,000

ST PAUL'S SCHOOL

11152 FALLS ROAD
BROOKLANDVILLE,MD21022 		    GENERAL FUNDING 500

SUDLERSVILLE FOOD PANTRY

101 CHURCH LANE
BARCLAY,MD21607 		    GENERAL FUNDING 500

SUDLERSVILLE VOLUNTEER FIRE COMPANY

PO BOX 61
SUDLERSVILLE,MD21668 		    GENERAL FUNDING 1,000

SULTANA EDUCATION FOUNDATION

105 SOUTH CROSS STREET
CHESTERTOWN,MD21620 		    GENERAL FUNDING 1,000

TALBOT HOSPICE

586 CYNWOOD DR
EASTON,MD21601 		    GENERAL FUNDING 500

UNITED STATES MECHANT MARINE ACADEM

300 STEAMBOAT ROAD
GREAT NECK,NY11024 		    EDUCATIONAL SCHOLARSHIP 4,000

UNITED WAY OF KENT COUNTY

413 HIGH STREET
CHESTERTOWN,MD21620 		    GENERAL FUNDING 1,500

UNIVERSITY OF MARYLAND

100 HILLTOP CIRCLE
COLLEGE PARK,MD20742 		    EDUCATIONAL SCHOLARSHIP 4,000

UNIVERSITY OF MARYLAND

100 HILLTOP CIRCLE
COLLEGE PARK,MD20742 		    EDUCATIONAL SCHOLARSHIP 4,000

UPPER SHORE AGING

1717 ELTON STREET
SILVER SPRING,MD20903 		    GENERAL FUNDING 250

VIRGINIA TECH

925 PRICES FORK ROAD
BLACKSBURG,VA24061 		    EDUCATIONAL SCHOLARSHIP 4,000

WASHINGTON & JEFFERSON COLLEGE

60 S LINCOLN STREET
WASHINGTON,PA15301 		    EDUCATIONAL SCHOLARSHIPS 6,274

WASHINGTON COLLEGE

300 WASHINGTON AVENUE
CHESTERTOWN,MD21620 		    GENERAL FUNDING 1,000

WESLEY CHAPEL CEMETERY

PO BOX 66
ROCK HILL,MD21660 		    GENERAL FUNDING 500

WESLEY CHAPEL METHODIST CHURCH

PO BOX 66
ROCK HALL,MD21660 		    GENERAL FUNDING 1,000

WYE RIVER UPPER SCHOOL

316 S COMMERCE STREET
CENTREVILLE,MD21617 		    GENERAL FUNDING 1,000

YMCA OF THE CHESAPEAKE

1180 S WASHINGTON STREET
EASTON,MD21601 		    GENERAL FUNDING 500

OLIVET UNITED METHODIST CHURCH

310 E CHESTNUT STREET
COATESVILLE,PA19320 		    GENERAL FUNDING 1,000
Total .................................right arrow 3a 199,921
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		        54
4 Dividends and interest from securities ....         13,446
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 ............ 		        35,697
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) ..     49,197
13Total. Add line 12, columns (b), (d), and (e)..................
13
49,197
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
DAVID A BRAMBLE FOUNDATION INC
EIN:
52-1982272
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,000      

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
DAVID A BRAMBLE FOUNDATION INC
EIN:
52-1982272
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
BROWN ADVISORY GROWTH EQUITY FUND 2022-06 PURCHASE 2023-03   5,874 6,144     -270  
CAUSEWAY INTERNATIONAL VALUE FUND 2022-06 PURCHASE 2023-03   3,925 3,454     471  
COLUMBIA CONTRARIAN CORE FUND 2022-06 PURCHASE 2023-03   3,502 3,782     -280  
HARTFORD MIDCAP FUND 2022-06 PURCHASE 2023-02   33,249 33,052     197  
JANUS HENDERSON ENTERPRISE FUND 2023-02 PURCHASE 2023-09   3,421 3,533     -112  
MFS INTERNATIONAL GROWTH FUND 2022-06 PURCHASE 2023-03   2,198 2,061     137  
MFS RESEARCH FUND 2022-06 PURCHASE 2023-03   1,246 1,329     -83  
SPYGLASS GROWTH FUND 2022-06 PURCHASE 2023-02   32,472 31,434     1,038  
MSIF GLOBAL OPPORTUNITY PORTFOLIO 2022-06 PURCHASE 2023-03   6,048 6,661     -613  
T ROWE PRICE US EQUITY RESEARCH 2022-06 PURCHASE 2023-03   2,782 2,721     61  
VICTORY TRIVALENT INTERNATIONAL 2022-06 PURCHASE 2023-03   1,490 1,500     -10  
WASATCH CORE GROWTH FUND 2022-06 PURCHASE 2023-03   1,134 1,134        
BALLIE GIFFORD EMERGING 2022-06 PURCHASE 2023-06   2,172 2,169     3  
BLACKROCK EQUITY 2022-06 PURCHASE 2023-06   7,218 7,871     -653  
BROWN ADVISORY 2022-06 PURCHASE 2023-06   9,179 8,381     798  
FULLER AND THALER BEHAVIORAL 2022-06 PURCHASE 2023-09   4,770 4,025     745  
CAUSEWAY INTERNATIONAL VALUE FUND 2022-06 PURCHASE 2023-06   4,300 3,483     817  
COLUMBIA DIVIDEND INCOME FUND 2022-06 PURCHASE 2023-06   8,866 8,510     356  
COLUMBIA CONTRARIAN CORE FUND 2022-06 PURCHASE 2023-06   9,830 9,275     555  
MFS RESEARCH FUND 2022-06 PURCHASE 2023-06   9,518 9,156     362  
MSIF GLOBAL 2022-06 PURCHASE 2023-06   5,869 5,471     398  
T ROWE PRICE US EQUITY 2022-06 PURCHASE 2023-06   7,425 6,375     1,050  
VICTORY TRIVALENT INTERNATIONAL 2022-06 PURCHASE 2023-12   1,208 1,119     89  
WASATCH CORE GROWTH FUND 2022-06 PURCHASE 2023-09   3,361 2,876     485  
ALLSPRING SPECIAL MID CAP VALUE 2022-06 PURCHASE 2023-09   3,293 3,367     -74  

TY 2023 InvestmentsCorpStockSchedule
Name:
DAVID A BRAMBLE FOUNDATION INC
EIN:
52-1982272
Name of Stock End of Year Book Value End of Year Fair Market Value
MARKETABLE SECRURITIES 981,127 1,072,779

TY 2023 OtherAssetsSchedule
Name:
DAVID A BRAMBLE FOUNDATION INC
EIN:
52-1982272
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSETS      


TY 2023 OtherExpensesSchedule
Name:
DAVID A BRAMBLE FOUNDATION INC
EIN:
52-1982272
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
MANAGEMENT FEES 7,533      
OFFICE SUPPLIES 433      


TY 2023 TaxesSchedule
Name:
DAVID A BRAMBLE FOUNDATION INC
EIN:
52-1982272
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 401