2024-11-06T10:01:22-06:00 2023-12-31 920460586 PWC US TAX LLP 301 GRANT STREET PITTSBURGH PA 15219 990 2023-01-01 042392828 BRANDEGEE JOHN L TR UWILL BRAN 6177227772 PO BOX 185 PITTSBURGH PA 152300185 MICHAEL STAGIS VICE PRESIDENT 6177227772 2024-10-19 true true DANIEL WALTMAN P01233408 4123556000 2024-10-19 X 2023 2024-10-15 13:58:12Z 11398738 false X N/A X 1969 MA THE BRANDEGEE JOHN TRUST IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATIONS - AMERICAN LEPROSY MISSIONS INTERNATIONAL AND DEERFIELD ACADEMY 2 1 0 -37725 0 0 0 4271793 428745 87024 38200 4358817 466945 1211214 1213460 0 119104 179224 0 0 81808 117522 1412126 1510206 2946691 -1043261 28318658 27348555 0 0 28318658 27348555 THE BRANDEGEE JOHN TRUST IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATIONS - AMERICAN LEPROSY MISSIONS INTERNATIONAL AND DEERFIELD ACADEMY false false 970768 970768 DEERFIELD ACADEMY, 7 BOYDEN LANE, DEERFIELD, MA 01342 242692 242692 AMERICAN LEPROSY MISSION INTERNATIONAL, ATTN: BEVERLY ELMORE - FINANCE, ONE ALM WAY, GREENVILLE, SC 29601-3060 1213460 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true X 0 0 true 0 true true false false false false false false false false false false false X 2 1 false false false false false false false false false false false true false false false false false false MA X BNY MELLON NA 6177227772 PO BOX 185 PITTSBURGH PA 152300185 X BINK GARRISON CO-TRUSTEE X 33983 0 0 BNY MELLON N A CO-TRUSTEE X 145241 0 0 179224 0 0 1 false false false 628448 628448 10732090 10931793 -199703 -199703 -199703 From Partnership/S-Corp 900099 37753 -37725 75478 FED TAX REFUND 900099 447 447 38200 466945 -37725 504670 1213460 1213460 179224 71690 107534 1600 1600 FOREIGN TAXES WITHHELD 10055 10055 MA FILING FEE 250 250 PROBATE COURT EXPENSES 3500 3500 FEDERAL TAXES PAID 815 815 101302 101302 1510206 1290500 219706 0 247622 401533 28071036 26947022 28318658 27348555 0 0 X 28318658 27348555 28318658 27348555 28318658 27348555 X -1043261 73158 X false false false X X 2 AMERICAN LEPROSY MISSIONS INTERNATIONAL 135562163 9 true 242692 0 DEERFIELD ACADEMY 042103563 2 true 970768 0 2 1213460 0 true false false false false false false false false false false false false false false true false true 0 16312 0 685993 666648 685993 682960 0 71462 107534 11580 112172 602951 463254 29100047 28859629 126818 193958 0 29226865 29053587 0 0 29226865 29053587 438403 435804 28788462 28617783 1007596 1001622 0 1007596 1001622 602951 512508 1007596 1007596 0 1007596 1213460 0 77040 0 0 0 1290500 1213460 1007596 1.0 1007596 0 0 0 0 0 636978 636978 0 636978 0 0 1290500 0 370618 919882 0 0 919882 0 0 0 0 919882 PART IV SECTION D LINE 2 THE JOHN L BRANDEGEE TRUST U/WILL FBO DEERFIELD ACADEMY ETAL IS A PERPETUAL TRUST. BNYM SERVES AS CO-TRUSTEE WITH AN INDIVIDUAL CO-TRUSTEE. BNYM AS CO-TRUSTEE MEETS WITH DEERFIELD ACADEMY SEVERAL TIMES A YEAR AND GIVES FULL CONSIDERATION TO THEIR INPUT RELATIVE TO THEIR FINANCIAL NEEDS AND THE INVESTMENT MANAGEMENT OF THE TRUST. BNY MELLON AS CO-TRUSTEE AND INVESTMENT MANAGER PROVIDES MONTHLY PART IV SECTION D LINE 2 (cont) ORGANIZATION VIA E-MAIL AND/OR PHONE PART IV SECTION D LINE 3 AS CO-TRUSTEE, BNY MELLON SERVES AS INVESTMENT MANAGER AND CONSULTS WITH THE CO-TRUSTEE AND SUPPORTED ORGANIZATIONS AS TO INVESTMENT MATTERS. true AMERICAN LEPROSY MISSIONS INTERNATIONAL ONE ALM WAY GREENVILLE SC 296013060 135562163 242692 CHARITABLE DEERFIELD ACADEMY 7 BOYDEN LANE DEERFIELD MA 01342 042103563 970768 CHARITABLE EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 NO PROCEDURE IN PLACE FORM 990, PART V, LINE 8, 9a, 9b THESE QUESTIONS ARE NOT APPLICABLE AS THERE IS NOT A SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS FORM 990, PART V, LINE 10, 11, 12, 13 THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 501(c)(3) ORGANIZATION EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THIS ORGANIZATION HAS A CO-TRUSTEE AND DOES NOT HAVE A GOVERNING BODY. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THIS ORGANIZATION HAS A CO-TRUSTEE AND DOES NOT HAVE A GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW NO PROCEDURES IN PLACE FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC. FORM 990, PAGE 7, PART VII, SECTION A AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTTE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CAN NOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED ON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH BNY MELLON'S AGREEMENT WITH THE CLIENT. EXPLANATION FOR FORM 990, PART XI, LINE 9 THE AMOUNT ON THIS LINE REPRESENTS: $14,735 PARTNERSHIP DISTRIBUTIONS; $63,549 PARTNERSHIP INCOME ADJUSTMENT; ($3,402) PY RETURN OF CAPITAL ADJUSTMENT; ($34) TAX LOT BASIS ADJUSTMENT; ($1,690) MUTUAL FUND TIMING DIFFERENCE