BETA

BRANDON FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BRANDON FOUNDATION (EIN 46-2999089)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202341359349202544
Schema version
2021v4.1
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)
Return2023-05-15T07:55:00-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010727068PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Targeted Services PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1709 Clay Street Suite 102AddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46802ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462999089EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Brandon Foundation IncorporatedBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRANBusinessNameControlTxt
Phone2604205025PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14004 Crawford RoadAddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46845ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn DuffPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJohnPersonFirstNm
Person LastDuffPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatricia OpporPreparerPersonNm
PTINP00234243PTIN
Phone2602033121PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$97,403GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$88,054ContributionsGiftsGrantsEtcAmt
Program Service Revenue$80ProgramServiceRevenueAmt
Investment Income$3,434InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$5,835FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,651SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$3,184SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$94,752TotalRevenueAmt
Grants And Similar Amounts Paid$2,274GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$57,905SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$16,386FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$9,000OccupancyRentUtltsAndMaintAmt
Other Expenses Total$36,450OtherExpensesTotalAmt
Total Expenses$122,015TotalExpensesAmt
Excess Or Deficit For Year-$27,263ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$348,779NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$20,907OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$300,609NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$313,758BOYAmt
EOY$255,277EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$45,931BOYAmt
EOY$47,255EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$359,689BOYAmt
EOY$302,532EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,910BOYAmt
EOY$1,923EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$348,779BOYAmt
EOY$300,609EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeThe Brandon Foundation is a leadership program where students are shown the power of their potential through family-focused supports and individualized mentoring.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomAt The Brandon Foundation, students, between the ages of five to eighteen, meet twice a week for two hours and are partnered with a mentor/tutor who helps them by supporting their academic goals.DescriptionProgramSrvcAccomTxt
Program Service Expenses$76,605ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$76,605TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Caty Smith
CEO/Founder22.30$50,000
Cadie Beasley
President2.30$0
John Duff
Treasurer2.30$0
Mark Long
Vice President2.30$0
Rockell Allen
Secretary4.30$0
Kendra Klink
Director2.30$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJohn DuffPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14004 Crawford RoadAddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46845ZIPCd
FieldValueIRS element (for citing)
Phone2604503006PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,814CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,181CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,694CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$274,023CurrentTaxYearMinus1YearAmt
Current Tax Year$88,054CurrentTaxYearAmt
Total$600,766TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,814CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,181CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,694CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$274,023CurrentTaxYearMinus1YearAmt
Current Tax Year$88,054CurrentTaxYearAmt
Total$600,766TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$186,455SubstantialContributorsTotAmt
Public Support Total170$414,311PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$600,766TotalSupportAmt
Public Support CY1700.68960PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Gross Receipts Event1$31,760GrossReceiptsEvent1Amt
Charitable Contri Event1$25,925CharitableContriEvent1Amt
Gross Revenue Event1$5,835GrossRevenueEvent1Amt
Rent Facility Costs Event1$50RentFacilityCostsEvent1Amt
Food And Beverage Event1$1,192FoodAndBeverageEvent1Amt
Entertainment Event1$300EntertainmentEvent1Amt
Other Direct Expenses Event1$1,109OtherDirectExpensesEvent1Amt
Gross Receipts Total$31,760GrossReceiptsTotalAmt
Charitable Contributions Tot$25,925CharitableContributionsTotAmt
Gross Revenue Total Events$5,835GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$50RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,192FoodAndBeverageTotalEventsAmt
Entertainment Total Events$300EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$1,109OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$2,651DirectExpenseSummaryEventsAmt
Net Income Summary$3,184NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $6014
Other Expenses.1002Office Expenses $6091
Other Expenses.1003Information Technology $426
Other Expenses.1007Conferences, Conventions, and Meetings $5694
Other Expenses.1012Insurance $1414
Other Expenses.1BizKid $4801
Other Expenses.2Student Programming Expense $3910
Other Expenses.3Music, Art, Dance $3559
Other Expenses.4Therapy Dog $2607
Other Expenses.5Teen Speak $1834
Other Expenses.6Mentor Appreciation $100
Other Assets.1003Machinery and Equipment - Beginning $288 Machinery and Equipment - Ending $1612
Other Assets.1006Pledges and Grants Receivable - Beginning $44000 Pledges and Grants Receivable - Ending $44000
Other Assets.1011Prepaid Expenses and Deferred Charges - Beginning $143 Prepaid Expenses and Deferred Charges - Ending $143
Other Assets.1012Intangible Assets - Beginning $1500 Intangible Assets - Ending $1500
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $1538 Accounts Payable and Accrued Expenses - Ending $1923
Total Liabilities.1008Unsecured Notes and Loans Payable - Beginning $9372 Unsecured Notes and Loans Payable - Ending $0
Part III, Line 28 (continued)Twenty-two (22) students participated in our programs during fiscal 2022. The Brandon Foundation was organized exclusively for charitable and educational purposes. Specifically, The Brandon Foundation is a leadership program where students are shown the power of their potential through family-focused supports and individualized mentoring. In 2013, Fort Wayne, Indiana had one of the most deadly years since 1997. Murder is just one of the many factors that at-risk children (children who are experiencing hardships such as poverty, losing a parent to crime or death, single-parent homes, etc.) are prone to if not supported at early age. The Brandon Foundation opened its doors in August 2013 to reach out to young, at-risk children to protect, empower, and enrich their dreams as they become young adults. At The Brandon Foundation, students, between the ages of five to seventeen, meet twice a week for two hours and are partnered with a mentor/tutor who helps them by supporting their academic goals. Daily curriculum schedules are developed to meet students' individual academic needs. Each month, students focus on a characteristic trait and community service activities are planned, preparing students become positive leaders and citizens in their communities. At The Brandon Foundation, we believe there are six key components to success for our program and our children: Family Outreach, Spiritual Foundation, Character Development, Educational Empowerment, Community Awareness, and Talent Scouting. Within each of these components, The Brandon Foundation recognizes and teaches core values to our students while showing them their potential and helping them to meet their goals. It is the goal of The Brandon Foundation to have its students remain within the program, become junior mentors to other students, and eventually receive scholarships and college funding for their future academic endeavors. Through funding from private donations and federal grants, The Brandon Foundation works towards expanding our program by moving into its own facility, adding more days and allowing for more students, as well as creating a larger presence in the community and developing financial assistance programs for students educational futures. Since August 2013, The Brandon Foundation has raised over $740,000 through fundraising that grows our organization and opens up new possibilities for our students.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.