2020-06-11T15:49:35-05:00 2019-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2019-01-01 208679139 The Brandaw Family Foundation % Foundation Source BRAN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JOAN BRANDAW PRESIDENT 8008391754 2020-05-08 true Jeffrey D Haskell P01345770 8008391754 2019 2022-09-23 18:48:47Z X 622972 X 0 X 461 461 14914 14914 104673 726089 104673 120048 120048 0 6387 6387 3249 136 7581 19 7562 17217 6542 7562 183250 183250 200467 6542 190812 -80419 113506 57683 28471 28471 604448 558220 594501 4979 667110 586691 622972 0 0 X 667110 586691 667110 586691 667110 586691 667110 -80419 586691 586691 Publicly-traded Securities 726089 621416 104673 104673 104673 false 35747 745567 0.047946 113112 752152 0.150384 104713 760140 0.137755 90278 873049 0.103405 108811 955889 0.113832 0.553322 0.110664 625899 69264 1135 70399 190812 X 1135 1135 1135 1700 1700 X 565 565 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Joan M Brandaw Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 607335 28095 0 635430 0 635430 9531 625899 31295 31295 1135 1135 30160 30160 30160 190812 0 0 0 0 190812 1135 189677 30160 2017 2016 2015 49325 47782 66902 75902 82 239993 190812 30160 160652 400645 0 49325 351320 47782 66902 75902 82 160652 Joan M Brandaw X CASA OF MARION COUNTY INC 3530 RIVER RD N KEIZER OR 97303 N/A PC General & Unrestricted 1000 CHILDRENS CANCER ASSOCIATION 1200 NW NAITO PKWY STE 140 PORTLAND OR 97209 N/A PC General & Unrestricted 7500 DUCK ATHLETIC FUND 2727 LEO HARRIS PKWY EUGENE OR 97401 N/A PC General & Unrestricted 9000 FAMILY BUILDING BLOCKS INC 2425 LANCASTER DR NE SALEM OR 97305 N/A PC General & Unrestricted 1000 FAMILY YMCA OF MARION & POLK COUNTIES 685 COURT ST NE SALEM OR 97301 N/A PC New Building Capital Campaign 25000 LEUKEMIA & LYMPHOMA SOCIETY INC 6915 SW MACADAM AVE STE 100 PORTLAND OR 97219 N/A PC General & Unrestricted 5000 OCCIDENTAL COLLEGE 1600 CAMPUS RD LOS ANGELES CA 90041 N/A PC opportunity Access Fund 25000 SALEM HEALTH FOUNDATION 890 OAK ST SE SALEM OR 97301 N/A PC General & Unrestricted 4000 SALEM LEADERSHIP FOUNDATION PO BOX 7384 SALEM OR 97303 N/A PC Charitable Event 250 SALEM LEADERSHIP FOUNDATION PO BOX 7384 SALEM OR 97303 N/A PC Bridge Builder Pledge 5000 SALEM SCHOOLS FOUNDATION DBA SALEM-KEIZER EDUC FDN 223 COMMERCIAL ST NE SALEM OR 97301 N/A PC General & Unrestricted 500 UNIVERSITY OF OREGON FOUNDATION 1720 E 13TH AVE STE 410 EUGENE OR 97403 N/A PC Pathway Oregon Program 100000 183250 14 461 14 14914 18 104673 120048 120048 false false false false false false false false false false ALPHABET INC CL C 5199 9359 APPLE INC 5474 13214 AT&T, INC 5685 6839 BLACKROCK INC 2114 2514 BOEING CO 3451 3258 BROADCOM INC 2864 3160 CELANESE CORPORATION 3838 4309 CISCO SYSTEMS INC 4517 4556 CITIGROUP INC 5713 6391 CME GROUP, INC 2006 2007 COGNIZANT TECHNOLOGY SOLUTIONS 4318 4031 CVS CAREMARK CORP 4854 6315 DIAGEO PLC ADS 4132 4211 EATON CORP PLC 3222 3789 ELECTRONIC ARTS 3157 3763 ELI LILLY & CO 2704 3286 EOG RESOURCES INC 2923 2932 FIDELITY NATIONAL INFORMATION 2723 2782 FIDELITY NEW MARKETS INCOME FU 18200 18085 FLEXTRONICS INTERNATIONAL 2928 3723 GILEAD SCIENCES INC 2338 2274 HOME DEPOT INC 1728 3276 ISHARES BARCLAYS US AGGREGATE 91489 94277 ISHARES CORE MSCI EMERGING MAR 38333 43061 ISHARES RUSSELL 2000 40418 42576 ISHARES S&P MIDCAP 400 BARRA V 17885 33463 ISHARES S&P MIDCAP 400 GROWTH 30923 33574 JP MORGAN CHASE 6117 7667 LAM RESEARCH CORP 2667 4386 LAS VEGAS SANDS CORP 4073 4833 LEHMAN BROTHERS HOLDINGS 7.95% 37500 MANULIFE FIN CORP 4854 5377 MEDTRONIC PLC 3097 3404 MERCK & CO INC 3503 4093 MICROSOFT CORP 6397 13405 MONDELEZ INTERNATIONAL INC 4770 4957 NIKE INC-CL B 4241 5066 PNC FINANCIAL GROUP INC 2646 3193 RAYTHEON CO 2896 3296 SPDR DJ WILSHIRE INT 5730 5780 SPIRIT AEROSYSTEMS HOLDINGS CL 3262 2915 SUNCOR ENERGY INC 4320 4756 T.ROWE PRICE REAL ESTATE FUND 5627 5157 TARGET CORPORATION 2505 3205 TE CONNECTIVITY LTD 3209 3354 THE HAIN CELESTIAL GROUP, INC 2245 2856 THERMO FISHER SCIENTIFIC INC 2814 3249 TJX COMPANIES INC 2232 2442 TORONTO DOMINION 5119 5052 TOTAL FINA ELF S.A 5115 4977 UNION PACIFIC 3798 4520 UNITED PARCEL SERVICE 3328 3512 UNITEDHEALTH GROUP INC 5154 5880 VANGUARD FTSE DEVELOPED MARKET 56695 60846 VANGUARD FTSE EMERGING MARKETS 35189 37265 VANGUARD MID-CAP ETF 10815 11047 WALT DISNEY HOLDINGS CO 3112 4339 ZOETIS INC 2054 2647 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2019, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $183,250. This amount represents 25% or more of the Foundation's net assets of $679,551 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 7537 7537 Bank Charges 19 19 State or Local Filing Fees 25 25 Investment Management Services 6387 6387 990-PF Estimated Tax for 2019 1700 990-PF Excise Tax for 2018 1413 Foreign Tax Paid 136 136