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THE BRANDAW FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE BRANDAW FAMILY FOUNDATION (EIN 20-8679139)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-09
IRS object ID
202511299349100916
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-09T10:32:57-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208679139EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Brandaw Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBRANBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOAN BRANDAWPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$343,112FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$737InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$737InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,406DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,406DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$11,592NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$71,279GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$39OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$39OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$4,410TotalRevAndExpnssAmt
Total Net Invst Incm$7,182TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,248OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,248OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,430OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$6,430OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,678TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,248TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,430TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,530ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,530ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,208TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,248TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,618ExcessRevenueOverExpensesAmt
Net Investment Income$3,934NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$35,906SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,156SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,156SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$9,914USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$10,027USGovtObligationsEOYFMVAmt
Corporate Stock BOY$323,071CorporateStockBOYAmt
Corporate Stock EOY$270,289CorporateStockEOYAmt
Corporate Stock EOYFMV$291,929CorporateStockEOYFMVAmt
Total Assets BOY$358,977TotalAssetsBOYAmt
Total Assets EOY$321,359TotalAssetsEOYAmt
Total Assets EOYFMV$343,112TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$358,977RetainedEarningBOYAmt
Retained Earning EOY$321,359RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$358,977TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$321,359TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$358,977TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$321,359TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$358,977TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,618ExcessRevenueOverExpensesAmt
Subtotal$321,359SubtotalAmt
Tot Net Ast Or Fund Balances EOY$321,359TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$71,279GrossSalesPriceAmt
Cost Or Other Basis$82,871CostOrOtherBasisAmt
Gain Or Loss-$11,592GainOrLossAmt
Gains Minus Excess Or Losses-$11,592GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$11,592CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$55InvestmentIncomeExciseTaxAmt
Subtotal$55SubtotalAmt
Tax Based On Investment Income$55TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$228EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$228TotalPaymentsAndCreditsAmt
Overpayment$173OverpaymentAmt
Applied To ES Tax$173AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJoan M BrandawPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, SecTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$312,999AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,894AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$335,893TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$335,893AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,038CashDeemedCharitableAmt
Net Vl Noncharitable Assets$330,855NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,543MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,543MinimumInvestmentReturnAmt
Tax Based On Investment Income$55TaxBasedOnInvestmentIncomeAmt
Total Tax$55TotalTaxAmt
Distributable Before Adj$16,488DistributableBeforeAdjAmt
Distributable Before Ded$16,488DistributableBeforeDedAmt
Distributable As Adjusted$16,488DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,960ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$29,960QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,488DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$160,652ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$75,788ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$104,845ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$109,017ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,103ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$478,405TotalExcessDistributionCyovAmt
Qualifying Distributions$29,960QualifyingDistributionsAmt
Applied To Current Year$16,488AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,472RemainingDistriFromCorpusAmt
Total Corpus$491,877TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$160,652ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$331,225ExcessDistriCyovToNextYrAmt
Excess From Year4$75,788ExcessFromYear4Amt
Excess From Year3$104,845ExcessFromYear3Amt
Excess From Year2$109,017ExcessFromYear2Amt
Excess From Year1$28,103ExcessFromYear1Amt
Excess From Current Year$13,472ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJoan M BrandawContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARIZONA HUMANE SOCIETY
1521 W DOBBINS RDPHOENIXAZ85041N/APCGeneral & Unrestricted$2,500
CHILDRENS CANCER ASSOCIATION
1200 NW NAITO PKWY STE 140PORTLANDOR97209N/APCGeneral & Unrestricted$10,000
COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I
PO BOX 1870MERRIFIELDVA22116N/APCHelp in Ukraine$500
SALEM-KEIZER HIGH SCHOOLS SPORTS BOOSTER CLUB
PO BOX 2630SALEMOR97308N/APCGeneral & Unrestricted$1,000
UNIVERSITY OF OREGON FOUNDATION
2727 LEO HARRIS PKWYEUGENEOR97401N/APCGeneral & Unrestricted$8,280
VITAL LIFE - A MARQUIS AND CONSONUS FOUNDATION
4560 SE INTERNATIONAL WAY STE 100MILWAUKIEOR97222N/APCCharitable Event$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,530TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$737ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,406ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$11,592ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 Inc/LossDesc
Exclusion14ExclusionCd
Exclusion$39ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$4,410ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$4,410TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABERDEEN BLOOMBERG ALL COMMODI$4,350$3,950
ALERIAN MLP ETF$6,776$6,983
ISHARES BARCLAYS 1-3 YEAR TREA$20,243$20,495
ISHARES BARCLAYS US AGGREGATE$15,930$13,178
ISHARES MSCI ACWI INDEX$23,313$25,263
ISHARES RUSSELL 2000$15,580$16,793
ISHARES S&P 1500 INDEX FD$77,063$103,411
LEHMAN BROTHERS HOLDINGS 7.95%$37,500
SPDR S&P 500 ETF TRUST$28,895$38,095
SPDR S&P MIDCAP 400 EFT TRUST$2,935$3,417
TORTOISE MLP AND PIPELINE FUND$13,934$19,140
VANGUARD MID-CAP ETF$23,770$41,204

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$9,914USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$10,027USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$6,405$6,405
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescClass Action Lawsuit ProceedsDesc
Revenue And Expenses Per Books$39RevenueAndExpensesPerBooksAmt
Net Investment Income$39NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$3,248Amt
Net Investment Income$3,248NetInvestmentIncomeAmt

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