BRANDT JACKSON FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: BRANDT JACKSON FOUNDATION (EIN 27-3784972)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-06-25
IRS object ID: 201241799349100514
Schema version: 2011v1.2
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
General Explanation Attachment
Liquidation Explanation Stmt
Other Expenses Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-06-25T14:34:36-00:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	55 Walls Drive	AddressLine1
City	Fairfield	City
State	CT	State
ZIP Code	06824	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	273784972	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	The Brandt Jackson Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BRAN	NameControl
Phone	8008391754	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1
City	Wilmington	City
State	DE	State
ZIP Code	198091377	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Thomas Campbell Jackson	Name
Title	President	Title
Date Signed	2012-06-25	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Jeffrey D Haskell	Name
Phone	8008391754	Phone
Date Prepared	2012-06-25	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	11306	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	50000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	231	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	231	InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	50231	TotalRevenueAndExpenses
Total Net Investment Income	231	TotalNetInvestmentIncome
Other Expenses Rev And Expnss	7925	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	7925	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	7925	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	7925	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	31000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	31000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	38925	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	38925	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	11306	ExcessOfRevenueOverExpenses
Net Investment Income	231	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst EOY	11306	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	11306	SavingsAndTempCashInvstEOYFMV
Total Assets EOY	11306	TotalAssetsEOY
Total Assets EOYFMV	11306	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings EOY	11306	RetainedEarningsEOY
Total Net Assets EOY	11306	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	0	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	11306	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Excess Of Revenue Over Expenses	11306	ExcessOfRevenueOverExpenses
Subtotal	11306	Subtotal
Total Net Assets Fund Balances EOY	11306	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Net Noncharitable Assets	26126	NetNoncharitableAssets
One Percent Net Investment Income	2	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	2	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	38925	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	2	InvestmentIncomeExciseTax
Subtotal	2	Subtotal
Tax Based On Investment Income	2	TaxBasedOnInvestmentIncome
Tax Paid With Extension	2	TaxPaidWithExtension
Total Credits And Payments	2	TotalCreditsAndPayments
Tax Paid Original Return	2	TaxPaidOriginalReturn

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	true	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8008391754	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1
City	Wilmington	City
State	DE	State
ZIP Code	198091377	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	true	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

Field	Value	IRS element (for citing)
Person Name	Thomas Campbell Jackson	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1
City	Wilmington	City
State	DE	State
ZIP Code	19809	ZIPCode

Field	Value	IRS element (for citing)
Title	President / Director / Secretary	Title
Avg Hours Per Wk Devoted To Position	001.00	AvgHoursPerWkDevotedToPosition
Compensation	0	Compensation

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	26524	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	26524	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	26524	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	398	CashDeemedCharitable
Net Noncharitable Assets	26126	NetNoncharitableAssets
Minimum Investment Return	1306	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1306	MinimumInvestmentReturn
Tax Based On Investment Income	2	TaxBasedOnInvestmentIncome
Total Tax	2	TotalTax
Distributable Amount Before Adj	1304	DistributableAmountBeforeAdj
Distributable Amount Before Ded	1304	DistributableAmountBeforeDed
Distributable Amount As Adjusted	1304	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	38925	ExpensesAndContributions
Qualifying Distributions	38925	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	2	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	38923	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1304	DistributableAmountAsAdjusted
Qualifying Distributions	38925	QualifyingDistributions
Applied To Current Year	1304	AppliedToCurrentYear
Remaining Distri From Corpus	37621	RemainingDistriFromCorpus
Total Corpus	37621	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	37621	ExcessDistriCyovToNextYear
Excess From Current Year	37621	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	Thomas Campbell Jackson	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AMERICAN COMM FOR WEIZMANN INSTITUT
633 3RD AVE FL 20	NEW YORK	NY	10017	N/A	509(a)(1)	General Unrestricted	$5,000
COLUMBIA GRAMMAR PREP SCHOOL
5 W 93RD ST	NEW YORK	NY	10025	N/A	509(a)(1)	General Unrestricted	$5,000
FACING HISTORY AND OURSELVES NTL FD
14 E 4TH ST STE 3003	NEW YORK	NY	10012	N/A	509(a)(1)	General Unrestricted	$1,000
LARK THEATRE COMPANY INC
311 W 43RD ST STE 406	NEW YORK	NY	10036	N/A	509(a)(1)	General Unrestricted	$5,000
NEW YORK ACADEMY OF SCIENCES
250 GREENWICH ST	NEW YORK	NY	10007	N/A	509(a)(2)	General Unrestricted	$15,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	31000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$231	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$231	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	231	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	0001	ContributorNumber
Contributor Name Individual	Campbell Jackson Thomas	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	685 West End Avenue	AddressLine1
City	New York	City
State	NY	State
ZIP Code	10025	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	50000	AggregateContributions
Person Contribution Type	X	PersonContributionType

General Explanation Attachment GeneralExplanationAttachment

Liquidation Explanation Stmt LiquidationExplanationStmt

Field	Value	IRS element (for citing)
Statement	This statement is submitted to report the distribution of certain assets during the above-referenced year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3a1 and the Form 990-PF instructions Typically, a finding of a substantial contraction of assets is made by reference to the fair market value of a foundations net assets on the first day of its calendar year. However, the taxable year ending December 31, 2011, was the year in which The Brandt Jackson Foundation the Foundation received its initial endowment and the finding of a substantial contraction in this case was made by reference to the fair market value of the Foundations assets on the date that it received its initial endowment. Accordingly, the degree of contraction of the Foundations net assets may have been exaggerated. During the taxable year ending December 31, 2011, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 31,000. This amount represents more than 25 of the Foundations net assets of 50,000 as measured by fair market value on the day that the Foundation received its initial endowment in the Foundations taxable year ending December 31, 2011. 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 grant was made soley for the charitable purpose specified therein.	Statement

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
Administrative Fees	1800	1800
Administrative SetUp Fee	4750	4750
Delaware Incorporation Fees	500	500
IRS Application Fees	850	850
State or Local Filing Fees	25	25

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Field	Value	IRS element (for citing)
Person Name	Thomas Campbell Jackson	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	685 West End Avenue	AddressLine1
City	New York	City
State	NY	State
ZIP Code	10025	ZIPCode

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