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BRANDON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BRANDON FAMILY FOUNDATION (EIN 34-1786777)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349105432
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T12:47:11-00:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2020-01-01TaxPeriodBeginDt

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 RAddressLine1Txt
CityClevelandCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEdward M BrandonPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEdward MPersonFirstNm
Person LastBrandonPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin G RobertsonPreparerPersonNm
PTINP01479085PTIN
Phone2166210200PhoneNum
Preparation2021-11-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$390,746FMVAssetsEOYAmt
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$18,744DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,744DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,208NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,042GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,208CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,952TotalRevAndExpnssAmt
Total Net Invst Incm$25,952TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$2,585LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$2,585LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,341TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$211OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$111OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,137TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$111TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,685TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,637TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$111TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,185TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,685ExcessRevenueOverExpensesAmt
Net Investment Income$25,841NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,912CashBOYAmt
Cash EOY$3,745CashEOYAmt
Cash EOYFMV$3,745CashEOYFMVAmt
Corporate Stock BOY$240,637CorporateStockBOYAmt
Corporate Stock EOY$228,119CorporateStockEOYAmt
Corporate Stock EOYFMV$387,001CorporateStockEOYFMVAmt
Total Assets BOY$249,549TotalAssetsBOYAmt
Total Assets EOY$231,864TotalAssetsEOYAmt
Total Assets EOYFMV$390,746TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$249,549CapitalStockBOYAmt
Capital Stock EOY$231,864CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$249,549TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$231,864TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$249,549TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$231,864TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$249,549TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,685ExcessRevenueOverExpensesAmt
Subtotal$231,864SubtotalAmt
Tot Net Ast Or Fund Balances EOY$231,864TotNetAstOrFundBalancesEOYAmt

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$38,470GrossSalesPriceAmt
Cost Or Other Basis$40,834CostOrOtherBasisAmt
Gain Or Loss-$2,364GainOrLossAmt
Gains Minus Excess Or Losses-$2,364GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$7,208CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$359InvestmentIncomeExciseTaxAmt
Subtotal$359SubtotalAmt
Tax Based On Investment Income$359TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$397EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$397TotalPaymentsAndCreditsAmt
Original Return Tax Paid$397OriginalReturnTaxPaidAmt
Overpayment$38OverpaymentAmt
Applied To ES Tax$38AppliedToESTaxAmt

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
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
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$327,782AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,212AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$337,994TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$337,994AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,070CashDeemedCharitableAmt
Net Vl Noncharitable Assets$332,924NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,646MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,646MinimumInvestmentReturnAmt
Tax Based On Investment Income$359TaxBasedOnInvestmentIncomeAmt
Total Tax$359TotalTaxAmt
Distributable Before Adj$16,287DistributableBeforeAdjAmt
Distributable Before Ded$16,287DistributableBeforeDedAmt
Distributable As Adjusted$16,287DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,185ExpensesAndContributionsAmt
Qualifying Distributions$42,185QualifyingDistributionsAmt
Adjusted Qualifying Distri$42,185AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,287DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,485ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$48,087ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,383ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,982ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,268ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$120,205TotalExcessDistributionCyovAmt
Qualifying Distributions$42,185QualifyingDistributionsAmt
Applied To Current Year$16,287AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,898RemainingDistriFromCorpusAmt
Total Corpus$146,103TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,485ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$136,618ExcessDistriCyovToNextYrAmt
Excess From Year4$48,087ExcessFromYear4Amt
Excess From Year3$19,383ExcessFromYear3Amt
Excess From Year2$17,982ExcessFromYear2Amt
Excess From Year1$25,268ExcessFromYear1Amt
Excess From Current Year$25,898ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Bellefaire JCB
22001 Fairmount BlvdClevelandOH44118PCGeneral support of the organization$1,000
Cleveland Foundation - Catch Meaning Fund
1422 Euclid AveClevelandOH44115PCGeneral support of the organization$1,000
Church of the Saviour
2537 Lee RoadCleveland HeightsOH44118PCGeneral support of the organization$4,000
The Cleveland Clinic Foundation
9500 Euclid AveClevelandOH44195PCGeneral support of the organization$2,500
The Culver Educational Foundation
1300 Academy RoadCulverIN46511PCGeneral support of the organization$2,000
The Gathering Place
23300 Commerce ParkBeachwoodOH44122PCGeneral support of the organization$1,000
Hathaway Brown School - Scout & Chasey Scaravilli Memorial Fund
19600 N Park BlvdShaker HeightsOH44122PCGeneral support of the organization$1,000
Hospice of the Western Reserve
17876 St Clair AveClevelandOH44110PCGeneral support of the organization$1,000
Lake View Cemetery Foundation
12316 Euclid AveClevelandOH44106PCGeneral support of the organization$2,000
Northwestern University
633 Clark StreetEvanstonIL60208PCGeneral support of the organization$2,000
Stella Maris
1320 Washington AveClevelandOH44113PCGeneral support of the organization$17,000
United Way of Greater Cleveland
1331 Euclid AveClevelandOH44115PCGeneral support of the organization$2,000
University School
2785 SOM Center RaodMoreland HillsOH44022PCGeneral support of the organization$2,000
Western Reserve Land Conservancy
3850 Chagrin River RoadMoreland HillsOH44022PCGeneral support of the organization$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,744ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,208ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$25,952ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,952TotalIncomeProducingActyAmt

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)
Stock14565 shares of PNC Multi-Factor Lrg Cap GrowthStockNm
EOY Book Value$228,119EOYBookValueAmt
EOYFMV$387,001EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBakerHostetlerCategoryTxt
Legal Fees$2,585LegalFeesAmt
Disbursements Charitable Prps$2,585DisbursementsCharitablePrpsAmt

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)
CategoryExcise TaxCategoryTxt
Amt$1,341Amt

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