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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1200-C AGORA DRIVE 310
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEL AIR, MD21014
A Employer identification number

52-1234277
B Telephone number (see instructions)

(410) 821-7066
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$3,618,775J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 63,213 63,213  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 448,818
b Gross sales price for all assets on line 6a 2,235,405
7 Capital gain net income (from Part IV, line 2)... 448,818
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)....... Click to see attachment
List of Attached Documents:
// Content
1,626 0  
12 Total. Add lines 1 through 11........ 513,657 512,031  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 46,500 0   46,500
15 Pension plans, employee benefits....... 15,805 0   15,805
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
16,733 0   16,733
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
58,245 29,123   29,122
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,015 34,015   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,656 2,656   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,246 0   6,246
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,247 1,752   28,495
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 210,447 67,546   142,901
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 310,447 67,546   242,901
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 203,210
b Net investment income (if negative, enter -0-) 444,485
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 132,369 310,345 310,345
2 Savings and temporary cash investments......... 98,468 55,629 55,629
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) 153,732 Click to see attachment
List of Attached Documents:
// Content
162,074 		152,464
b Investments—corporate stock (attach schedule)....... 2,415,587 Click to see attachment
List of Attached Documents:
// Content
1,466,193 		1,855,359
c Investments—corporate bonds (attach schedule)....... 56,969 Click to see attachment
List of Attached Documents:
// Content
61,189 		59,512
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).......... 174,934 Click to see attachment
List of Attached Documents:
// Content
1,177,928 		1,183,822
14 Land, buildings, and equipment: basis right arrow2,711
Less: accumulated depreciation (attach schedule) right arrow2,711      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,644 		Click to see attachment
List of Attached Documents:
// Content
1,644 		Click to see attachment
List of Attached Documents:
// Content
1,644
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,033,703 3,235,002 3,618,775
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) Click to see attachment
List of Attached Documents:
// Content
6,960 		Click to see attachment
List of Attached Documents:
// Content
5,334
23 Total liabilities (add lines 17 through 22)......... 6,960 5,334
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........... 2,873,691 3,076,616
25 Net assets with donor restrictions............ 153,052 153,052
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    
29 Total net assets or fund balances (see instructions)..... 3,026,743 3,229,668
30 Total liabilities and net assets/fund balances (see instructions). 3,033,703 3,235,002
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
3,026,743
2
Enter amount from Part I, line 27a .....................
2
203,210
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,229,953
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
285
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,229,668
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES P    
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 2,235,405   1,786,587 448,818
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       448,818
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 2 448,818
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 6,178
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 6,178
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 6,178
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,724
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,724
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 546
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow546 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowDC
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 2024 or the taxable year beginning in 2024? 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 arrowWWW.ABMRF.ORG
14
The books are in care ofright arrowJANET L HANRATTY Telephone no.right arrow (410) 821-7066

Located atright arrow1200-C AGORA DRIVE 310BEL AIRMD ZIP+4right arrow21014
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
MACK C MITCHELL JR MD PRESIDENT
1.00 		0 0 0
1200-C AGORA DRIVE 310
BEL AIR,MD21014
BRUCE M AMBLER CHAIR
1.00 		0 0 0
1200-C AGORA DRIVE 310
BEL AIR,MD21014
RAYMOND F ANTON JR MD TRUSTEE
1.00 		0 0 0
1200-C AGORA DRIVE 310
BEL AIR,MD21014
DAVID BRENNER MD TRUSTEE
1.00 		0 0 0
1200-C AGORA DRIVE 310
BEL AIR,MD21014
BRENDA BECKER MA TRUSTEE
1.00 		0 0 0
1200-C AGORA DRIVE 310
BEL AIR,MD21014
IVAN DIAMOND MD PHD TRUSTEE
1.00 		0 0 0
1200-C AGORA DRIVE 310
BEL AIR,MD21014
STEPHEN HINDY TRUSTEE
1.00 		0 0 0
1200-C AGORA DRIVE 310
BEL AIR,MD21014
STEVEN W LESLIE PHD TRUSTEE
1.00 		0 0 0
1200-C AGORA DRIVE 310
BEL AIR,MD21014
JAMES G MARTIN PHD TRUSTEE
1.00 		0 0 0
1200-C AGORA DRIVE 310
BEL AIR,MD21014
JOHN SLEEMAN TRUSTEE
1.00 		0 0 0
1200-C AGORA DRIVE 310
BEL AIR,MD21014
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 (2024)
Form 990-PF (2024)
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
JANET HANRATTY PROFESSIONAL SERVICES 51,240
1200-C AGORA DRIVE 310
BEL AIR,MD21014
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 SPONSORS CONFERENCES AND SCIENTIFIC MEETINGS THAT FURTHER THE KNOWLEDGE ON THE USE AND ABUSE OF ALCOHOL. 100,000
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
2,715,741
b
Average of monthly cash balances.......................
1b
385,945
c
Fair market value of all other assets (see instructions)................
1c
626,644
d
Total (add lines 1a, b, and c).........................
1d
3,728,330
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
3,728,330
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
55,925
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,672,405
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
183,620
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
183,620
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,178
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,178
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
177,442
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
177,442
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
177,442
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
242,901
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
 
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
242,901
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 177,442
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 21,158
b From 2020...... 32,055
c From 2021...... 10,415
d From 2022...... 68,985
e From 2023...... 65,947
f Total of lines 3a through e ........ 198,560
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 242,901
a Applied to 2023, 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 2024 distributable amount..... 177,442
e Remaining amount distributed out of corpus 65,459
5 Excess distributions carryover applied to 2024. 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 5 264,019
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		21,158
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		242,861
10 Analysis of line 9:
a Excess from 2020.... 32,055
b Excess from 2021.... 10,415
c Excess from 2022.... 68,985
d Excess from 2023.... 65,947
e Excess from 2024.... 65,459
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

FASD UNITED CONFERENCE

1054 31ST STREET NW 204
WASHINGTON,DC20007 		NONE PC CONFERENCE SUPPORT 10,000

GORDON RESEARCH CONFERENCE

5586 POST ROAD UNIT 2
EAST KINGSTON,RI02818 		NONE PC CONFERENCE SUPPORT 50,000

INTERNATIONAL SOCIETY OF BIOMEDICAL RESEARCH ON ALCOHOLISM

PO BOX 202332
DENVER,CO80220 		NONE PC CONFERENCE SUPPORT 30,000

RESEARCH SOCIETY ON ALCOHOLISM

7801 NORTH LAMAR BOULEVARD SUITE
D-89
AUSTIN,TX78752 		NONE PC CONFERENCE SUPPORT 10,000
Total .................................right arrow 3a 100,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 63,213  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 448,818  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDEFERRED TAX ADJUSTMENT 		      1,626  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 513,657 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
513,657
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 58,245 29,123   29,122

TY 2024 InvestmentsCorpBondsSchedule
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Name of Bond End of Year Book Value End of Year Fair Market Value
CVS HEALTH CORP SR UNSECURED 16,965 15,502
META PLATFORMS INC 14,081 13,940
T-MOBILE USA INC 14,109 14,115
WELLS FARGO & CO SR UNSECURED 16,034 15,955

TY 2024 InvestmentsCorpStockSchedule
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Name of Stock End of Year Book Value End of Year Fair Market Value
AAON INC 7,092 8,708
ABBOTT LABORATORIES 1,576 5,316
ABBVIE INC 4,720 5,509
AEROVIRONMENT INC 4,127 4,309
AGILSYS INC 7,148 8,956
AGIOS PHARMACEUTICALS INC 3,474 3,910
AIR PRODUCTS & CHEMICALS 3,652 4,351
ALAMOS GOLD INC NEW CLASS A 4,464 3,872
ALCON INC 3,768 5,433
ALLIANZ SE 11,332 17,622
ALPHABET INC (VOTING) 14,265 26,123
AMAZON COM INC 24,085 43,878
AMERICAN EXPRESS COMPANY 3,672 4,749
AMERICAN TOWER CORP 5,853 4,402
AMPHENOL CORP NEW 11,131 11,737
ANALOG DEVICES INC 1,064 5,312
APOLLO GLOBAL MGMT INC 3,071 4,459
APOLLO GLOBAL MGMT INC 5,765 5,781
APPLE INC 14,470 23,539
APPLIED INDL TECH INC 5,411 8,860
APPLIED MATERIALS INC 2,543 1,952
ARROWHEAD PHARMACEUTICALS INC 2,468 1,936
ASML HOLIDNG NV NY REGISTRY SHS NEW 2012 4,492 4,158
ASTRAZENECA PLC SPON ADR 4,277 4,324
ATLASSIAN CORP PLC 6,472 7,058
AUTODESK INC 6,848 6,503
AXSOME THERAPEUTICS INC 3,025 3,300
AZEK CO INC CL A 4,503 4,984
BADGER METER INC 5,352 5,515
BANCO SANTANDER CENT HISPANO SPON ADR 8,915 16,899
BELLRING DISTRIBUTION 4,991 9,342
BERKLEY W R CORPORATION 1,914 4,623
BERKSHIRE HATHAWAY INC 5,837 7,706
BIOHAVEN PHARMACEUTICAL HOLDING CO LTD 1,912 2,353
BJ'S WHOLESALE CLUB HOLDINGS INC 1,785 6,344
BLUEPRINT MEDICINES CORP 4,261 3,925
BOOT BARN HOLDINGS INC 3,954 6,528
BOSTON SCIENTIFIC CORP 839 2,948
BOSTON SCIENTIFIC CORP 3,879 7,235
BOUYGUES SA UNSP ADR 11,912 10,806
BP PLC SPONS ADR 8,458 11,528
BRITISH AMERN TOB PLC SPON ADR 9,908 9,697
CADENCE DESIGN SYSTEMS INC 3,010 4,206
CADRE HOLDINGS INC 7,522 7,461
CASELLA WASTE SYS INC 3,404 10,264
CBOE GLOBAL MARKETS INC 1,370 2,736
CELESTICA INC 4,642 5,723
CHENIERE ENERGY INC 5,311 6,231
CHEVRON CORPORATION 3,968 4,635
CHORD ENERGY CORP 2,583 1,637
CHUBB LTD 2,654 5,526
CK HUTCHISON 12,371 10,323
CME GROUP INC 1,730 2,322
CNH INDUSTRIAL N V 4,837 4,487
COHERENT CORP 3,585 3,221
COMCAST CORP NEW CL A 4,094 4,916
COMMVAULT SYSTEMS INC 6,959 6,489
CONSTRUCTION PARTNERS 4,694 14,773
CONTINENTAL AG SPON ADR 9,266 6,253
CORCEPT THERAPEUTICX INC 2,532 4,485
CORTEVA INC 3,952 5,297
CREDO TECHNOLOGY GRP HOLDING LTD 4,543 8,401
CRH PLC - ORD 6,049 6,754
CYTOKINETICS INC 3,074 2,446
DANAHER CORP 6,084 5,509
DESCARTES SYS GROUP INC 2,776 9,997
DEUTSCHE POST AG SPONSORED ADR 17,712 14,623
DIAGEO PLC 6,746 5,212
DIAMONDBACK ENERGY INC 3,794 4,096
EATON CORP PLC 3,592 4,646
ENEL SOCIETA PER AZIONI 18,558 18,174
ENSIGN GROUP INC 7,679 8,370
ENTERGY CORP NEW 2,115 5,004
EXLSERVICE HOLDINGS INC 7,267 10,119
FEDERAL SIGNAL CORP 7,547 8,407
FERGUSON PLC NEW 4,339 3,992
FIDELITY NATIONAL INFORMATION SVCS 2,510 2,908
FREEPORT-MCMORAN INC 2,121 1,866
FUJIFILM HLDGS CORP ADR 11,068 13,047
FUJITSU LTD ADR NEW 13,299 15,944
GARTNER INC. NEW 2,408 3,391
GE AEROSPACE 5,683 5,838
GE HEALTHCARE TECHS INC 2,710 2,424
GE VERNOVA LLC 3,522 3,289
GLAUKOS CORP 4,898 5,098
GLAXOSMITHKLINE PLC-ADR 16,845 16,065
GOLDMAN SACHS GROUP INC 2,602 4,581
GOLDMAN SACHS GROUP INC 4,963 5,726
GRAND CANYON EDUCATION INC 6,560 7,371
GUARDANT HEALTH INC 1,791 1,405
GUIDEWIRE SOFTWARE INC 4,550 4,046
HALOZYME THERAPEUTICS INC 4,727 8,510
HERC HLDGS COM 7,025 8,709
HILTON WORLDWIDE HOLDINGS INC NEW 4,255 7,168
HIMS & HERS HEALTH INC 3,346 5,392
HITACHI LTD ADR 10 COM 6,438 13,354
HONDA MOTOR LTD NEW AMERICAN SHARES 8,751 10,021
HONEYWELL INTERNATIONAL 2,799 2,711
HOWMET AEROSPACE INC 3,301 8,859
IDACORP INC 3,997 4,699
IMPERIAL BRANDS PLC ADR SPON 11,440 15,929
INSMED INC 4,335 11,944
INTRA-CELLULAR THERAPIES INC 4,632 5,011
INTUIT INC 2,482 3,771
IRADIMED CORP 6,243 6,985
ISHARES ER ETF SHORT TERM CORP BOND 28,729 29,417
ISHARES ETF 1-3 YR TREASURY BOND 44,074 44,351
ISHARES ETF 3-7 YR TREASURY BOND 39,199 39,056
ISHARES ETF 7-10 YR TREASURY BOND 10,854 10,077
ISHARES ETF SHORT TREASURY BOND 29,366 29,289
ISHARES MBS ETF 14,721 14,485
ISHARES TR ETF INTERMEDIATE TERM CR BD 18,802 19,316
JOHNSON & JOHNSON 2,832 4,917
JPMORGAN CHASE & CO 3,944 7,191
KAO CORP 8,042 8,815
KDDI CORP-UNSPONSORED ADR 11,237 10,980
KERING S A SPON ADR 13,624 8,300
KINSALE CAPITAL GRP INC 2,096 8,837
KKR & CO INC 8,615 11,685
KLAVIYO INC 3,604 4,042
KONINKLIJKE AHOLD ADR 8,520 8,832
KONINKLIJKE PHILIPS 10,193 14,584
LAMAR ADVERTISING CO NEW CLASS A 3,445 4,504
LANTHEUS HOLDINGS INC 2,676 10,467
LEMAITRE VASCULAR INC 5,685 5,805
LINDE PLC NEW 3,841 4,187
LLOYDS BANKING GROUP PLC 9,583 16,464
LOCKHEED MARTIN CORP 4,968 5,345
LOWES COMPANIES INC 1,944 4,442
M&T BANK CORP 1,661 2,256
MARATHON PETROLEUM CORP 741 1,814
MARVELL TECHNOLOGY INC 2,231 2,651
MASTERCARD INC CL A 18,105 22,643
MATADOR RESOURCES CO 7,344 8,552
MCDONALDS CORP 4,510 4,928
MCKESSON CORPORATION 1,859 5,129
META PLATFORMS INC CLASS A 20,776 36,887
MICROSOFT CORP 1,861 4,637
MICROSOFT CORP 39,470 54,795
MID-AMER APT COMMUNITIES REIT INC 4,145 4,792
MIDDLEBY CORP 6,042 6,502
MITSUBISHI ELECTRIC CORP 10,503 13,453
MONDELEZ INTL INC 1,369 2,091
MONDI PLC-UNSPON ADR 10,911 6,063
MSCI INC 4,628 4,800
NESTLE S A REG ADR 7,390 6,618
NETFLIX.COM INC 3,707 3,565
NOMAD FOODS LTD 7,955 6,997
NORTHERN OIL & GAS INC 3,025 3,456
NOVARTIS AG 6,743 8,077
NV5 GLOBAL INC 8,079 4,409
NVIDIA CORP 15,588 42,973
OLLIE'S BARGAIN OUTLET HOLDINGS INC 5,546 11,741
OTIS WORDWIDE CORP 1,999 2,500
PALOMAR HOLDINGS INC 8,622 14,360
PARKER-HANNIFIN CORP 2,284 4,452
PEPSICO INCORPORATED 3,077 4,714
PERMIAN RES CORP CLASS A 6,763 7,880
PHILIP MORRIS INTERNATIONAL INC 6,164 6,379
PNC FINANCIAL SERVICES GROUP 4,042 4,628
PROCEPT BIOROBOTICS CORP 5,674 7,247
PROCTOR & GABLE CO 2,477 5,197
PROGRESSIVE CORP OHIO 1,563 4,792
Q2 HOLDINGS INC 5,265 16,909
QUALCOMM INC 1,762 2,151
RBC BEARINGS INC 6,137 8,376
REGENERON PHARMACEUTICAL INC 4,627 4,274
REMITLY GLOBAL INC 4,228 4,740
RIO TINTO PLC 2,684 2,352
ROCHE HOLDINGS LTD 4,888 4,988
RTX CORP 3,456 5,670
SAIA INC 1,405 8,203
SALESFORCE INC 1,175 2,340
SALESFORCE INC 7,793 9,027
SANOFI ADR 13,580 13,746
SCHLUMBERGER LTD 5,435 4,831
SECOM LTD 8,815 8,749
SEMTECH CORP 4,810 5,505
SERVICENOW INC 2,771 6,361
SHELL PLC 6,335 13,595
SHELL PLC 3,953 4,323
SHOPIFY INC CL A 3,614 4,785
SINGAPORE TELECOMMUNICATIONS-ADR 6,044 8,223
SITIME CORP 5,233 9,225
SNAM S P A ADR 18,891 15,629
SONY GROUP CORP NEW ADR 13,214 18,240
SPOTIFY TECHNOLOGY SA 4,412 12,079
SPS COMMERCE INC 3,707 5,888
SSE PLC SPONSORED ADR 15,338 15,087
SUN COMMUNITIES INC REIT 2,905 2,705
TAIWAN SEMICONDUCTOR 9,405 10,072
TE CONNECTIVITY LTD 1,615 2,430
TESCO PLC 2,735 3,659
TESLA INC 13,441 16,557
THERMO FISHER SCIENTIFIC INC 6,824 6,763
THERMO FISHER SCIENTIFIC INC 1,805 1,561
TOYOTA INDUSTRIES CORP 8,248 11,529
TRANE TECHNOLOGIES PLC 939 2,216
TRANE TECHNOLOGIES PLC 8,127 7,387
TRANSUNION 3,260 3,059
TRAVERE THERAPEUTICS INC 3,984 2,857
UFP TECHNOLOGIES 7,211 5,868
ULTRAGENYX PHARMACEUTICALS 2,528 2,314
UNION PACIFIC CORP 4,153 4,789
UNITED OVERSEAS BK LTD 11,066 18,136
UNITEDHEALTH GROUP INC 7,381 7,588
UPM-KYMMENE CORP 2,278 1,906
UROGEN PHARMA LTD 3,823 2,386
VARONIS SYSTEMS INC 5,373 4,132
VEEVA SYSTEMS INC CL A 3,761 3,785
VERISK ANALYTICS INC. 5,162 6,059
VERTEX PHARAMCEUTICALS 5,743 4,832
VIKING THERAPEUTICS INC 2,238 1,610
VINCI S.A ADR 11,193 9,754
VISA INC CLASS A 4,071 5,689
VISA INC CLASS A 2,686 3,792
VISTRA CORP 2,755 3,033
VITA COCO CO INC 6,544 9,191
WALMART INC 1,251 4,698
WEX INC 4,084 6,487
WH GRP LTD SPON ADR 10,619 9,650
WINGSTOP INC 3,191 5,968
WPP PLC NEW 10,429 10,948

TY 2024 InvestmentsGovtObligationsSch
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
US Government Securities - End of Year Book Value:

162,074
US Government Securities - End of Year Fair Market Value:

152,464
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BRANDES SEPARATELY MANAGED ACCT FMV 177,928 183,822
AMYGDALA NEUROSCIENCES INC. AT COST 1,000,000 1,000,000

TY 2024 LegalFeesSchedule
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 16,733 0   16,733


TY 2024 OtherAssetsSchedule
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSITS 1,644 1,644 1,644


TY 2024 OtherDecreasesSchedule
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Description Amount
ADJUSTMENT TO COST BASIS 285


TY 2024 OtherExpensesSchedule
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TELEPHONE 635 0   635
INSURANCE 11,190 0   11,190
BANK FEES 1,752 1,752   0
OFFICE EXPENSES 10,784 0   10,784
WEBSITE/INTERNET 1,886 0   1,886
HONORARIA 4,000 0   4,000


TY 2024 OtherIncomeSchedule2
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
DEFERRED TAX ADJUSTMENT 1,626   1,626


TY 2024 OtherLiabilitiesSchedule
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL EXCISE TAX PAYABLE 6,960 5,334


TY 2024 OtherProfessionalFeesSchedule
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 34,015 34,015   0


TY 2024 TaxesSchedule
Name:
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
 
FOUNDATION
EIN:
52-1234277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,656 2,656   0