BRANDT JACKSON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRANDT JACKSON FOUNDATION (EIN 27-3784972)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202123069349101582
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T16:11:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273784972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Brandt Jackson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BRAN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS C JACKSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS C | PersonFirstNm |
| Person Last | JACKSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $666,613 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $625,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,494 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $315,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $306,898 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $624,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $309,046 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,035 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,035 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $101 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,161 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $618,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,011 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,765 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,561 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $478,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $518,747 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $132,140 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $131,305 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $626,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $666,613 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $626,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $626,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $626,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $618,993 | ExcessRevenueOverExpensesAmt |
| Subtotal | $626,758 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $626,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $315,504 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,606 | CostOrOtherBasisAmt |
| Gain Or Loss | $306,898 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $306,898 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $306,898 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,281 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,281 | SubtotalAmt |
| Tax Based On Investment Income | $4,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,190 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,290 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $9 | OverpaymentAmt |
| Applied To ES Tax | $9 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Campbell Jackson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Sec, Pres | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $249,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $266,515 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $266,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,998 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $262,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,281 | TotalTaxAmt |
| Distributable Before Adj | $8,845 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,845 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,845 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,845 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $21,504 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,949 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,639 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,858 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,819 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,769 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,025 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,025 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,820 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,820 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,949 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,684 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,265 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,949 | ExcessFromYear4Amt |
| Excess From Year3 | $5,639 | ExcessFromYear3Amt |
| Excess From Year2 | $3,858 | ExcessFromYear2Amt |
| Excess From Year1 | $3,819 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Thomas Campbell Jackson | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$1,346 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,346 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Campbell Jackson Thomas | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 West End Avenue 15B | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $625,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | BERKSHIRE HATHAWAY INC DEL CL A BRK-A, 2 sh. | NoncashPropertyDesc |
| Fair Market Value | $625,500 | FairMarketValueAmt |
| Received | 2020-08-18 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (42 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC - 0.400% - 06/0 | $3,017 | $3,017 |
| AMERICAN EXPRESS CO - 3.000% - | $3,032 | $3,006 |
| AMERICAN HONDA FIN CORP - 1.20 | $3,046 | $3,070 |
| APPLE INC NOTE - 2.400% - 05/0 | $3,165 | $3,145 |
| BANK OF AMERICA - 3.950% - 04/ | $3,380 | $3,383 |
| CATERPILLAR FINL SVCS - 0.650% | $3,026 | $3,025 |
| CHEVRON CORP - 3.191% - 06/24/ | $3,222 | $3,184 |
| CISCO SYSTEMS INC - 3.625% - 0 | $3,339 | $3,298 |
| CITIGROUP INC NOTE - 2.900% - | $3,090 | $3,065 |
| COCA-COLA CO - 3.200% - 11/01/ | $3,271 | $3,253 |
| COMCAST CORP - 3.000% - 02/01/ | $3,248 | $3,229 |
| DEERE JOHN CAP CORP - 0.550% - | $3,016 | $3,015 |
| EQUINOR ASA - 2.875% - 04/06/2 | $3,301 | $3,277 |
| EXXON MOBIL CORP - 1.571% - 04 | $3,096 | $3,085 |
| GOLDMAN SACHS GROUP INC - 5.25 | $3,132 | $3,084 |
| HOME DEPOT INC - 2.700% - 04/0 | $3,173 | $3,146 |
| HONEYWELL INTL INC - 1.350% - | $3,100 | $3,108 |
| INTEL CORP - 2.875% - 05/11/20 | $3,254 | $3,237 |
| JOHNSON &JOHNSON - 2.250% - 03 | $3,089 | $3,065 |
| MASTERCARD - 3.375% - 04/01/20 | $3,322 | $3,283 |
| MERCK & CO INC - 2.350% - 02/1 | $3,094 | $3,069 |
| MICROSOFT CORP - 2.700% - 02/1 | $3,284 | $3,259 |
| MITSUBISHI UFJ FINL GROUP INC | $3,085 | $3,054 |
| MORGAN STANLEY BD - 5.500% - 0 | $3,139 | $3,088 |
| NEXTERA ENERGY, INC - 2.750% - | $3,282 | $3,245 |
| NIKE INC BOND - 2.250% - 05/01 | $3,140 | $3,125 |
| NOVARTIS CAPITAL CORP - 2.400% | $3,131 | $3,111 |
| ORACLE CORP - 2.800% - 07/08/2 | $3,064 | $3,040 |
| PEPSICO INC - 3.600% - 03/01/2 | $3,308 | $3,274 |
| PFIZER INC NT - 3.400% - 05/15 | $2,214 | $2,198 |
| PHILLIP MORRIS INTL INC - 1.50 | $3,109 | $3,107 |
| PROCTER GAMBLE CO - 2.300% - 0 | $3,091 | $3,069 |
| SHELL INTL FIN - 2.250% - 01/0 | $3,143 | $3,116 |
| TARGET CORP - 2.250% - 04/15/2 | $3,227 | $3,217 |
| TD AMERITRADE NT - 2.950% - 04 | $3,098 | $3,087 |
| TJX COS INC - 3.500% - 04/15/2 | $3,356 | $3,350 |
| TOTAL CAPITAL INTL - 3.700% - | $3,318 | $3,286 |
| TOYOTA MTR CRED SER B - 3.300% | $3,121 | $3,094 |
| UNITED PARCEL SERVICE - 2.350% | $3,101 | $3,080 |
| UNITEDHEALTH GROUP INC - 2.375 | $3,219 | $3,198 |
| WALMART INC DOMESTIC BOND - 2. | $3,264 | $3,253 |
| WELLS FARGO & CO - 2.500% - 03 | $3,033 | $3,010 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | $312,750 | $347,815 |
| BLACKROCK HIGH YIELD BOND PORT | $150,480 | $156,090 |
| PUTNAM SHORT DURATION INCOME F | $14,827 | $14,842 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $1,035 | Amt |
| Net Investment Income | $1,035 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $100 |
| 990-PF Excise Tax for 2019 | $1 |
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