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BRANDON FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BRANDON FAMILY FOUNDATION (EIN 34-1786777)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-24
IRS object ID
202322059349100802
Schema version
2022v5.0
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)
Return2023-07-24T02:34:49-00:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN340082025PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker & Hostetler LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1127 Public Square Suite 2000AddressLine1Txt
CityClevelandCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341786777EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Brandon Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRANBusinessNameControlTxt
Phone2168617894PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o CJDAmbrosia 127 Public Square SAddressLine1Txt
CityClevelandCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEdward M BrandonPersonNm
Person TitleTreasurerPersonTitleTxt
Phone2168617894PhoneNum
Signature2023-07-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEdwardPersonFirstNm
Person LastBrandonPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin G RobertsonPreparerPersonNm
PTINP01479085PTIN
Phone2166210200PhoneNum
Preparation2023-07-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$316,825FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$40,094DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,094DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,241NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,241CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$50,335TotalRevAndExpnssAmt
Total Net Invst Incm$50,335TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,552LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$1,552LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$211OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$111OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,763TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$111TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,652TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,763TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$111TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,652TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,572ExcessRevenueOverExpensesAmt
Net Investment Income$50,224NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,525CashBOYAmt
Cash EOY$6,761CashEOYAmt
Cash EOYFMV$6,761CashEOYFMVAmt
Corporate Stock BOY$284,327CorporateStockBOYAmt
Corporate Stock EOY$309,663CorporateStockEOYAmt
Corporate Stock EOYFMV$310,064CorporateStockEOYFMVAmt
Total Assets BOY$295,852TotalAssetsBOYAmt
Total Assets EOY$316,424TotalAssetsEOYAmt
Total Assets EOYFMV$316,825TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$295,852CapitalStockBOYAmt
Capital Stock EOY$316,424CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$295,852TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$316,424TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$295,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$316,424TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$295,852TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,572ExcessRevenueOverExpensesAmt
Subtotal$316,424SubtotalAmt
Tot Net Ast Or Fund Balances EOY$316,424TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecurityPropertyDesc
Gross Sales Price$25,000GrossSalesPriceAmt
Cost Or Other Basis$14,759CostOrOtherBasisAmt
Gain Or Loss$10,241GainOrLossAmt
Gains Minus Excess Or Losses$10,241GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10,241CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$698InvestmentIncomeExciseTaxAmt
Subtotal$698SubtotalAmt
Tax Based On Investment Income$698TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$563EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,763TotalPaymentsAndCreditsAmt
Original Return Tax Paid$1,763OriginalReturnTaxPaidAmt
Overpayment$1,065OverpaymentAmt
Applied To ES Tax$1,065AppliedToESTaxAmt

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 StateOHOrgReportOrRegisterStateCd
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
Website Addressn/aWebsiteAddressTxt
Individual With BooksEdward M BrandonIndividualWithBooksNm
Phone2168617894PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1127 Public Square Suite 2000AddressLine1Txt
CityClevelandCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441141214ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Edward B Brandon
127 Public Square Suite 2000ClevelandOH44114Trustee, President001.00$0
Beth Brandon Webster
127 Public Square Suite 2000ClevelandOH44114Trustee001.00$0
William M Brandon
127 Public Square Suite 2000ClevelandOH44114Trustee001.00$0
Robert P Brandon
127 Public Square Suite 2000ClevelandOH44114Trustee001.00$0
Beverly A Marzullo
127 Public Square Suite 2000ClevelandOH44114Trustee001.00$0
Edward M Brandon
127 Public Square Suite 2000ClevelandOH44114Trustee, Secretary/Treasurer001.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$353,322AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,618AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$361,940TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$361,940AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,429CashDeemedCharitableAmt
Net Vl Noncharitable Assets$356,511NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,826MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,826MinimumInvestmentReturnAmt
Tax Based On Investment Income$698TaxBasedOnInvestmentIncomeAmt
Total Tax$698TotalTaxAmt
Distributable Before Adj$17,128DistributableBeforeAdjAmt
Distributable Before Ded$17,128DistributableBeforeDedAmt
Distributable As Adjusted$17,128DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,652ExpensesAndContributionsAmt
Qualifying Distributions$27,652QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,128DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$19,383ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$17,982ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$25,268ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,898ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,713ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$111,244TotalExcessDistributionCyovAmt
Qualifying Distributions$27,652QualifyingDistributionsAmt
Applied To Current Year$17,128AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,524RemainingDistriFromCorpusAmt
Total Corpus$121,768TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$19,383ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$102,385ExcessDistriCyovToNextYrAmt
Excess From Year4$17,982ExcessFromYear4Amt
Excess From Year3$25,268ExcessFromYear3Amt
Excess From Year2$25,898ExcessFromYear2Amt
Excess From Year1$22,713ExcessFromYear1Amt
Excess From Current Year$10,524ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Beaumont School
3301 N Park BoulevardCleveland HeightOH44118PCGeneral Support$5,000
Camp Fitch YMCA
12600 Abels RoadNorth SpringfieldPA16430PCGeneral Support$5,000
Child Crisis Arizona
817 N Country Club DriveMesaAZ85201PCGeneral Support$5,000
Club 24 Inc
2490 Lee RoadCleveland HeightsOH44118PCGeneral Support$2,500
Shaker Schools Foundation
15600 Parkland DriveShaker HeightsOH44120PCGeneral Support$2,500
Front Steps Housing and Services
2554 West 25th StreetClevelandOH44113PCGeneral Support$5,000
Cleveland Foundation
1422 Euclid AvenueClevelandOH44115PCGeneral Support$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,094ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,241ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$50,335ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,335TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock16661 shares of PNC Multi-Factor Lrg Cap GrowthStockNm
EOY Book Value$309,663EOYBookValueAmt
EOYFMV$310,064EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBakerHostetlerCategoryTxt
Legal Fees$1,552LegalFeesAmt
Disbursements Charitable Prps$1,552DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank service fees$111$111
Ohio filing fee$100$100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal ExciseCategoryTxt
Amt$2,000Amt

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