2023-11-01T14:00:39-05:00 2022-12-31 920460586 PWC US TAX LLP 301 GRANT STREET PITTSBURGH PA 15219 990 2022-01-01 042392828 BRANDEGEE JOHN L TR UWILL BRAN 6177227772 PO BOX 185 PITTSBURGH PA 152300185 MICHAEL STAGIS VICE PRESIDENT 6177227772 2023-10-30 true true SHAWN P HANLON P00965923 4123556000 2023-10-30 X 2022 2023-04-26 12:10:37Z 19609019 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 5526 1835 0 0 3723363 4271793 35436 87024 3758799 4358817 935670 1211214 0 118417 119104 0 0 49559 81808 1103646 1412126 2655153 2946691 25361066 28318658 0 0 25361066 28318658 THE BRANDEGEE JOHN TRUST IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATIONS - AMERICAN LEPROSY MISSIONS INTERNATIONAL AND DEERFIELD ACADEMY false false 968971 968971 DEERFIELD ACADEMY, 7 BOYDEN LANE, DEERFIELD, MA 01342 242243 242243 AMERICAN LEPROSY MISSION INTERNATIONAL, ATTN: BEVERLY ELMORE - FINANCE, ONE ALM WAY, GREENVILLE, SC 29601-3060 1211214 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 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 35236 0 0 BNY MELLON N A CO-TRUSTEE X 83868 0 0 119104 0 0 false false false 604351 604351 18917644 15250202 3667442 3667442 3667442 From Partnership/S-Corp 900099 87024 5526 81498 87024 4358817 5526 4353291 1211214 1211214 119104 47642 71462 FOREIGN TAXES WITHHELD 11580 11580 MA FILING FEE 250 250 PROBATE COURT EXPENSES 3500 3500 66478 66478 1412126 1262606 149520 0 244994 247622 25116072 28071036 25361066 28318658 0 0 X 25361066 28318658 25361066 28318658 25361066 28318658 X 2946691 10901 X false false false X X 2 AMERICAN LEPROSY MISSIONS INTERNATIONAL 135562163 9 true 242243 0 DEERFIELD ACADEMY 042103563 2 true 968971 0 2 1211214 0 true false false false false false false false false false false false false false false true false true 158957 0 897263 685993 1056220 685993 0 71050 71462 10771 11580 974399 602951 31915047 29100047 147820 126818 0 32062867 29226865 0 0 32062867 29226865 480943 438403 31581924 28788462 1105367 1007596 0 1105367 1007596 974399 828239 1105367 1105367 0 1105367 1211214 0 51392 0 0 0 1262606 1211214 1105367 1.0 1105367 0 0 0 0 0 479739 479739 0 479739 0 0 1262606 0 625628 636978 0 0 636978 0 0 0 0 636978 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 242243 CHARITABLE DEERFIELD ACADEMY 7 BOYDEN LANE DEERFIELD MA 01342 042103563 968971 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: $31,404 PARTNERSHIP DISTRIBUTIONS; ($21) ADDITIONS TO BASIS ADJUSTMENT; $1,943 MUTUAL FUND TIMING ADJUSTMENT; ($20,546) PARTNERSHIP INCOME ADJUSTMENT; PY RETURN OF CAPITAL ADJUSTMENT ($1,698); ROC ADJ ON CY SALES ($197): COST BASIS ADJUSTMENT $16