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BRANDT JACKSON FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BRANDT JACKSON FOUNDATION (EIN 27-3784972)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-02
IRS object ID
202333069349101623
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)
Return2023-11-02T16:21:46-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273784972EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Brandt Jackson 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)
PersonThomas Campbell JacksonPersonNm
Person TitleCo-PresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-11-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstThomas CampbellPersonFirstNm
Person LastJacksonPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$611,243FMVAssetsEOYAmt
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$61InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$61InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,213DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,213DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$12,546NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$278,718GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,458CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$4,272TotalRevAndExpnssAmt
Total Net Invst Incm$19,732TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,106OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,106OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$200TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,025OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,331TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,106TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$91,191ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,191ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$97,522TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,106TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$95,216TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$101,794ExcessRevenueOverExpensesAmt
Net Investment Income$17,626NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$35,167SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$80,189SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$80,189SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$438,675CorporateStockBOYAmt
Corporate Stock EOY$394,280CorporateStockEOYAmt
Corporate Stock EOYFMV$531,054CorporateStockEOYFMVAmt
Corporate Bonds BOY$102,421CorporateBondsBOYAmt
Total Assets BOY$576,263TotalAssetsBOYAmt
Total Assets EOY$474,469TotalAssetsEOYAmt
Total Assets EOYFMV$611,243TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$576,263RetainedEarningBOYAmt
Retained Earning EOY$474,469RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$576,263TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$474,469TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$576,263TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$474,469TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$576,263TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$101,794ExcessRevenueOverExpensesAmt
Subtotal$474,469SubtotalAmt
Tot Net Ast Or Fund Balances EOY$474,469TotNetAstOrFundBalancesEOYAmt

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$278,718GrossSalesPriceAmt
Cost Or Other Basis$267,260CostOrOtherBasisAmt
Gain Or Loss$11,458GainOrLossAmt
Gains Minus Excess Or Losses$11,458GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$11,458CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$245InvestmentIncomeExciseTaxAmt
Subtotal$245SubtotalAmt
Tax Based On Investment Income$245TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$84EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$284TotalPaymentsAndCreditsAmt
Overpayment$39OverpaymentAmt
Applied To ES Tax$39AppliedToESTaxAmt

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Penny Brandt Jackson
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres, Dir1.0$0$0$0
Thomas Campbell Jackson
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Co- Pres1.0$0$0$0
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$639,288AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,244AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$668,532TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$668,532AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,028CashDeemedCharitableAmt
Net Vl Noncharitable Assets$658,504NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,925MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,925MinimumInvestmentReturnAmt
Tax Based On Investment Income$245TaxBasedOnInvestmentIncomeAmt
Total Tax$245TotalTaxAmt
Distributable Before Adj$32,680DistributableBeforeAdjAmt
Distributable Before Ded$32,680DistributableBeforeDedAmt
Distributable As Adjusted$32,680DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$95,216ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$95,216QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,680DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$5,639ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,858ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,819ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$20,487ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,803TotalExcessDistributionCyovAmt
Qualifying Distributions$95,216QualifyingDistributionsAmt
Applied To Current Year$32,680AppliedToCurrentYearAmt
Remaining Distri From Corpus$62,536RemainingDistriFromCorpusAmt
Total Corpus$96,339TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,639ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$90,700ExcessDistriCyovToNextYrAmt
Excess From Year4$3,858ExcessFromYear4Amt
Excess From Year3$3,819ExcessFromYear3Amt
Excess From Year1$20,487ExcessFromYear1Amt
Excess From Current Year$62,536ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerThomas Campbell JacksonContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AN CLAIDHEAMH SOLUIS INC
553 W 51ST STNEW YORKNY10019N/APCGeneral & Unrestricted$2,841
BELLEVUE LITERARY PRESS INC
90 BROAD ST STE 2100NEW YORKNY10004N/APCTHE WORLD ITSELF$20,000
CHICKEN & EGG PICTURES INC
55 WASHINGTON ST STE 307BROOKLYNNY11201N/APCGeneral & Unrestricted$1,000
DUPUYTREN RESEARCH GROUP INC
1850 FOREST HILL BLVD STE 201WEST PALM BCHFL33406N/APCGeneral & Unrestricted$1,000
GABRIELLES ANGEL FOUNDATION FOR CANCER RESEARCH
142 WEST 57TH ST 11TH FLNEW YORKNY10019N/APCCharitable Event$5,000
IRISH REPERTORY THEATRE COMPANY INC
132 W 22ND ST STE 2NEW YORKNY10011N/APCGeneral & Unrestricted$3,450
LILITH PUBLICATIONS INC
119 W 57TH ST STE 1210NEW YORKNY10019N/APCTHE NEW FORTY PROJECT$20,000
PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC
501 FRONT STNORFOLKVA23510N/APCGiven in support of PETA's Innovation Fund$5,000
PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC
501 FRONT STNORFOLKVA23510N/APCCharitable Event$1,000
THE AMERICAN IRELAND FUND
10 POST OFFICE SQ N950BOSTONMA02109N/APCTo support the Marie Mullen Bursary at the druid theatre$7,500
THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028N/APCto support the work of the Department of Scientific Research$10,000
WORLD SCIENCE FOUNDATION
475 RIVERSIDE DR STE 950NEW YORKNY10115N/APCGeneral & Unrestricted$14,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,191TotalGrantOrContriPdDurYrAmt

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$61ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,213ExclusionAmt
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-$12,546ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$4,272ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$4,272TotalIncomeProducingActyAmt

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 (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY INC. CLASS$288,563$427,517
ISHARES TRUST 0-5 YR INVT GRAD$10,340$10,338
LORD ABBETT INVESTMENT TRUST S$26,000$25,475
THE MERGER FUND CL I$27,587$26,420
VANGUARD SHORT TERM CORPORATE$5,190$5,188
VIRTUS MULTI-SECTOR SHRT TRM B$36,600$36,116

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$4,000$4,000
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$2,106Amt
Net Investment Income$2,106NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2021CategoryTxt
Amt$200Amt

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