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BRANDON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BRANDON FAMILY FOUNDATION (EIN 34-1786777)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-08
IRS object ID
202532539349100703
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-08T05:20:40-00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274746621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Christopher J D'Ambrosia CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line138375 Westminster LaneAddressLine1Txt
CityWilloughbyCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44094ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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 Line12645 Fairmount BlvdAddressLine1Txt
CityCleveland HeightsCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEdward M BrandonPersonNm
Person TitleTreasurerPersonTitleTxt
Phone2164570795PhoneNum
Signature2025-09-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristopher J D'AmbrosiaPreparerPersonNm
PTINP00058608PTIN
Phone4405370981PhoneNum
Preparation2025-09-08PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$518,274FMVAssetsEOYAmt
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$18,805DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,805DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,719NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,719GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,719CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$34,524TotalRevAndExpnssAmt
Total Net Invst Incm$34,524TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$219OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$75OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$144OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$219TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$144TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,219TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,144TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,305ExcessRevenueOverExpensesAmt
Net Investment Income$34,449NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,975CashBOYAmt
Cash EOY$5,755CashEOYAmt
Cash EOYFMV$5,755CashEOYFMVAmt
Corporate Stock BOY$297,343CorporateStockBOYAmt
Corporate Stock EOY$306,868CorporateStockEOYAmt
Corporate Stock EOYFMV$512,519CorporateStockEOYFMVAmt
Total Assets BOY$307,318TotalAssetsBOYAmt
Total Assets EOY$312,623TotalAssetsEOYAmt
Total Assets EOYFMV$518,274TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$307,318CapitalStockBOYAmt
Capital Stock EOY$312,623CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$307,318TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$312,623TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$307,318TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$312,623TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$307,318TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,305ExcessRevenueOverExpensesAmt
Subtotal$312,623SubtotalAmt
Tot Net Ast Or Fund Balances EOY$312,623TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$15,719GrossSalesPriceAmt
Gain Or Loss$15,719GainOrLossAmt
Gains Minus Excess Or Losses$15,719GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$15,719CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$479InvestmentIncomeExciseTaxAmt
Subtotal$479SubtotalAmt
Tax Based On Investment Income$479TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$751EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$751TotalPaymentsAndCreditsAmt
Original Return Tax Paid$751OriginalReturnTaxPaidAmt
Overpayment$272OverpaymentAmt
Applied To ES Tax$272AppliedToESTaxAmt

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 GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressn/aWebsiteAddressTxt
Individual With BooksEdward M BrandonIndividualWithBooksNm
Phone2164570795PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12645 Fairmount BlvdAddressLine1Txt
CityCleveland HeightsCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44106ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Edward B Brandon
2645 Fairmount BlvdCleveland HeightsOH44106Trustee, President001.00$0
Beth Brandon Webster
2645 Fairmount BlvdCleveland HeightsOH44106Trustee001.00$0
William M Brandon
2645 Fairmount BlvdCleveland HeightsOH44106Trustee001.00$0
Robert P Brandon
2645 Fairmount BlvdCleveland HeightsOH44106Trustee001.00$0
Beverly A Marzullo
2645 Fairmount BlvdCleveland HeightsOH44106Trustee001.00$0
Edward M Brandon
2645 Fairmount BlvdCleveland HeightsOH44106Trustee, Secretary/Treasurer001.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$476,690AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,838AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$486,528TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$486,528AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,298CashDeemedCharitableAmt
Net Vl Noncharitable Assets$479,230NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,962MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,962MinimumInvestmentReturnAmt
Tax Based On Investment Income$479TaxBasedOnInvestmentIncomeAmt
Total Tax$479TotalTaxAmt
Distributable Before Adj$23,483DistributableBeforeAdjAmt
Distributable Before Ded$23,483DistributableBeforeDedAmt
Distributable As Adjusted$23,483DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,144ExpensesAndContributionsAmt
Qualifying Distributions$29,144QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,483DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$25,268ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$25,898ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,713ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,524ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,183ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$96,586TotalExcessDistributionCyovAmt
Qualifying Distributions$29,144QualifyingDistributionsAmt
Applied To Current Year$23,483AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,661RemainingDistriFromCorpusAmt
Total Corpus$102,247TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$25,268ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$76,979ExcessDistriCyovToNextYrAmt
Excess From Year4$25,898ExcessFromYear4Amt
Excess From Year3$22,713ExcessFromYear3Amt
Excess From Year2$10,524ExcessFromYear2Amt
Excess From Year1$12,183ExcessFromYear1Amt
Excess From Current Year$5,661ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Camp Fitch YMCA
12600 Abels RoadNorth SpringfieldPA16430PCGeneral Support$1,000
Club 24 Inc
2490 Lee RoadCleveland HeightsOH44118PCGeneral Support$2,000
Shaker Schools Foundation
15600 Parkland DriveShaker HeightsOH44120PCGeneral Support$3,000
Jacob's Hope
PO Box 1046SpringfieldMO65801PCGeneral Support$5,000
Cleveland Foundation
6601 Euclid AvenueClevelandOH44103PCGeneral Support$1,000
Thea Bowman Center
11901 Oakfield AvenueClevelandOH44105PCGeneral Support$5,000
Stella Maris
1320 Washington AvenueClevelandOH44113PCGeneral Support$2,000
Church of the Saviour
2537 Lee RoadCleveland HeightsOH44118PCGeneral Support$5,000
Cleveland Clinic Foundation
8615 Euclid AvenueClevelandOH44195PCGeneral Support$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,805ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,719ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$34,524ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,524TotalIncomeProducingActyAmt

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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationA copy of Form 990-PF is not required to be filed with the state of Ohio. The Foundation does, however file the Ohio Annual Report with the Ohio Attorney General. Therefore, Ohio is listed on Form 990-PF, Part VI-A, question 8b.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock15295 shares of PNC Multi-Factor Lrg Cap GrowthStockNm
EOY Book Value$306,868EOYBookValueAmt
EOYFMV$512,519EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank service fees$119$75$44
Ohio filing fee$100$100