BRANDT JACKSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRANDT JACKSON FOUNDATION (EIN 27-3784972)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523119349101202
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T07:45:08-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 Campbell Jackson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,540,427 | 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 | $71,947,834 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $99,654 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99,654 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$224,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,748,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,829,301 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,911,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,016,963 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $75,077 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $75,077 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $552 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $552 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $512 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $123 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,062 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,187 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,139 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,621,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,621,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,706,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,187 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,702,306 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,204,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,015,776 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $56,889 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,491,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,491,949 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $167,868 | AcctRcvblAmt |
| Acct Rcvbl EOY | $167,868 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $167,868 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $345,839 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,348,427 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,460,020 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $23,624,056 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,445,380 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $7,975,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,975,210 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $402,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,607,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,540,427 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $402,728 | RetainedEarningBOYAmt |
| Retained Earning EOY | $69,607,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $402,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,607,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,607,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $402,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,204,572 | ExcessRevenueOverExpensesAmt |
| Subtotal | $69,607,300 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $69,607,300 | 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 | $53,748,411 | GrossSalesPriceAmt |
| Cost Or Other Basis | $42,919,110 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,829,301 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,829,301 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,829,301 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $153,119 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $153,119 | SubtotalAmt |
| Tax Based On Investment Income | $153,119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,499 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $154,099 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $980 | OverpaymentAmt |
| Applied To ES Tax | $980 | 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 | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Pamela Brandt Jackson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Thomas Campbell Jackson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Co- Pres, Treas | 1.0 | $0 | $0 | $0 |
| 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 | $14,912,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,061,135 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $136,206 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,110,249 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,110,249 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,838,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $891,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $891,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $153,119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $153,119 | TotalTaxAmt |
| Distributable Before Adj | $738,811 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $738,811 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $738,811 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,702,306 | 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 | $2,702,306 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $738,811 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,819 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $20,487 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,536 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,946 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,788 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,702,306 | QualifyingDistributionsAmt |
| Applied To Current Year | $738,811 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,963,495 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,093,283 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,819 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,089,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $20,487 | ExcessFromYear3Amt |
| Excess From Year2 | $62,536 | ExcessFromYear2Amt |
| Excess From Year1 | $42,946 | ExcessFromYear1Amt |
| Excess From Current Year | $1,963,495 | ExcessFromCurrentYearAmt |
| 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMAGANSETT FIRE DEPARTMENT | |||||||
| PO BOX 911 | AMAGANSETT | NY | 11930 | N/A | GOV | General & Unrestricted | $500 |
| AMAGANSETT FREE LIBRARY | |||||||
| PO BOX 2550 | AMAGANSETT | NY | 11930 | N/A | PC | General & Unrestricted | $250 |
| AMAGANSETT HISTORICAL ASSOCIATION | |||||||
| PO BOX 7077 | AMAGANSETT | NY | 11930 | N/A | PC | General & Unrestricted | $500 |
| AMAGANSETT LIFE-SAVING AND COAST GUARD STATION SOC | |||||||
| PO BOX 51 | AMAGANSETT | NY | 11930 | N/A | PC | General & Unrestricted | $250 |
| AMAGANSETT VILLAGE IMPROVEMENT SOCIETY | |||||||
| PO BOX 611 | AMAGANSETT | NY | 11930 | N/A | PC | General & Unrestricted | $500 |
| AN CLAIDHEAMH SOLUIS INC | |||||||
| 553 W 51ST ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $6,900 |
| ATLAS ECONOMIC RESEARCH FOUNDATION - ATLAS NETWORK | |||||||
| 4075 WILSON BLVD STE 310 2 LIBERTY | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $2,500 |
| BELLEVUE LITERARY PRESS INC | |||||||
| 90 BROAD ST STE 2100 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $30,000 |
| COLD SPRING HARBOR LABORATORY | |||||||
| 1 BUNGTOWN RD | COLD SPRING HARBOR | NY | 11724 | N/A | PC | General & Unrestricted | $1,000 |
| DUPUYTREN RESEARCH GROUP INC | |||||||
| 1850 FOREST HILL BLVD | WEST PALM BEACH | FL | 33406 | N/A | PC | General & Unrestricted | $2,500 |
| EAST HAMPTON HEALTHCARE FOUNDATION | |||||||
| 200 PANTIGO PL STE M | EAST HAMPTON | NY | 11937 | N/A | PC | General & Unrestricted | $250 |
| EAST HAMPTON VILLAGE AMBULANCE ASSOCIATION INC | |||||||
| 1 CEDAR ST | EAST HAMPTON | NY | 11937 | N/A | PC | General & Unrestricted | $1,000 |
| ELLUMINATE INC | |||||||
| 130 EAST 59TH ST 857 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 |
| ENTERTAINMENT INDUSTRY FOUNDATION | |||||||
| 10880 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 90024 | N/A | PC | to support Grace McNally's film project LISTENING TO WHALES | $50,000 |
| ENTERTAINMENT INDUSTRY FOUNDATION | |||||||
| 10880 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 90024 | N/A | PC | in support of Grace McNally's film project LISTENING TO WHALES | $50,000 |
| EQUUS FOUNDATION INC | |||||||
| 168 LONG LOTS RD | WESTPORT | CT | 06880 | N/A | PC | to support Equus Foundation's Adoption Event | $5,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 245 SUMMER ST MZ NM43A | BOSTON | MA | 02210 | N/A | PC | Pamela B. Jackson and Thomas C. Jackson Charitable Fund | $5,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN | |||||||
| 510 WALNUT ST STE 900 | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $10,000 |
| GUILD HALL OF EAST HAMPTON INC | |||||||
| 158 MAIN ST | EAST HAMPTON | NY | 11937 | N/A | PC | General & Unrestricted | $10,000 |
| HAMPTONS INTERNATIONAL FILM FESTIVAL INC | |||||||
| 79 NEWTON LN | EAST HAMPTON | NY | 11937 | N/A | PC | the Melissa Mathison Award Fund through the HamptonsFilm Screenwriter Lab | $2,000 |
| IMAGINE SCIENCE FILMS CORP | |||||||
| 593 10TH ST STE 3 | BROOKLYN | NY | 11215 | N/A | PC | in support of the Science New Wave | $50,000 |
| IMAGINE SCIENCE FILMS CORP | |||||||
| 593 10TH ST STE 3 | BROOKLYN | NY | 11215 | N/A | PC | in support of the Science New Wave Festival | $25,000 |
| IMAGINE SCIENCE FILMS CORP | |||||||
| 593 10TH ST STE 3 | BROOKLYN | NY | 11215 | N/A | PC | General & Unrestricted | $25,000 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | N/A | PC | General & Unrestricted | $2,500 |
| IRISH REPERTORY THEATRE COMPANY INC | |||||||
| 132 W 22ND ST STE 2 | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $2,500 |
| LILITH PUBLICATIONS INC | |||||||
| 119 W 57TH ST STE 1210 | NEW YORK | NY | 10019 | N/A | PC | in support of THE NEW FORTY PROJECT | $20,000 |
| LUNA STAGE CO INC | |||||||
| 555 VALLEY RD | WEST ORANGE | NJ | 07052 | N/A | PC | Charitable Event | $3,000 |
| MASTERVOICES INC | |||||||
| 57 W 57TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $20,000 |
| NATIONAL THEATRE IN AMERICA INC | |||||||
| 600 FIFTH AVE 2ND FLOOR | NEW YORK | NY | 10020 | N/A | PC | General & Unrestricted | $10,000 |
| NEW YORK STEM CELL FOUNDATION INC | |||||||
| 619 WEST 54TH ST 3RD FL | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $1,000 |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC | |||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | N/A | PC | Charitable Event | $5,000 |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC | |||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | N/A | PC | In Support of Indian Foal "Rocky" | $1,800 |
| POUND RIDGE FIRE DEPARTMENT INC | |||||||
| 80 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $1,000 |
| POUND RIDGE LAND CONSERVANCY INC | |||||||
| 1361 OLD POST RD | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $1,000 |
| POUND RIDGE LIONS AMBULANCE CORPS | |||||||
| PO BOX 237 | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $1,000 |
| SCIENCE COMMUNICATION LAB INC | |||||||
| 1936 UNIVERSITY AVE STE 330 | BERKELEY | CA | 94704 | N/A | PC | for THE MILKY SEAS film project | $30,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | to support the work of the Department of Scientific Research currently led by Marco Leona | $15,000 |
| THEATER LABRADOR INC | |||||||
| 222 BROADWAY 19TH FL | NEW YORK | NY | 10038 | N/A | PC | Charitable Event | $25,000 |
| THEATRE FOR A NEW AUDIENCE INC | |||||||
| 154 CHRISTOPHER ST STE 3D | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $1,500 |
| TRANSFORMA THEATRE INC | |||||||
| 316 E 55TH ST APT 3A | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 W 113TH ST MC4524 | NEW YORK | NY | 10025 | N/A | PC | the Columbia Alumni Association (CAA) Scholarship Fund | $30,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 W 113TH ST MC4524 | NEW YORK | NY | 10025 | N/A | PC | Mailman School of Public Health ("MSPH") | $1,750,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 W 113TH ST MC4524 | NEW YORK | NY | 10025 | N/A | PC | for the MSPH-Alumni Centennial Practicum Stipend Fund, Giving Day Match | $50,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| PO BOX 3306 | BOSTON | MA | 02241 | N/A | PC | for the Robert M. Asch Scholarship Fund | $5,000 |
| UTAH FILM CENTER | |||||||
| 375 WEST 400 N | SALT LAKE CITY | UT | 84103 | N/A | PC | Radical Gaslighters LLC | THE LIBRARIANS by Kim A Snyder | $200,000 |
| UTAH FILM CENTER | |||||||
| 375 WEST 400 N | SALT LAKE CITY | UT | 84103 | N/A | PC | for the project FAMILY VINES/SHERRY FILM LLC with Katy Beal and Ana Appignani | $25,000 |
| WOMEN MAKE MOVIES INC | |||||||
| 231 W 29TH ST STE 1006 | NEW YORK | NY | 10001 | N/A | PC | in support of Sharon Shattuck's film THE MILKY SEAS | $30,000 |
| WRITERS ROOM INC | |||||||
| 740 BROADWAY AT ASTOR PL 7TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $100,000 |
| FRACTURED ATLAS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PC | General & Unrestricted | $2,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,621,167 | TotalGrantOrContriPdDurYrAmt |
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 | $99,654 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,008 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$224,231 | 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 | -$36,569 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$36,569 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Estate of Roxanne S Brandt | |||||||
| 1 | 45 Rockefeller Plaza | New York | NY | 10111 | $70,153,445 | Yes (X) | Yes (X) |
| IRA FBO Charity of R H Brandt | |||||||
| 2 | 45 Rockefeller Plaza | New York | NY | 10111 | $1,794,389 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MOHAWK INDS INC MHK, 3638 sh. | $530,329 | 2024-08-09 |
| 1 | SEQUOIA FD SEQUX, 13990.823 sh. | $2,642,727 | 2024-08-30 |
| 1 | BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 149 sh. | $51,596 | 2024-10-17 |
| 1 | BERKSHIRE HATHAWAY INC DEL CL A BRK-A, 93 sh. | $65,044,043 | 2024-10-17 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (125 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE CAPITAL INC - 4.250% | $223,166 | $220,969 |
| AECOM - 5.125% - 03/15/2027 | $69,783 | $69,213 |
| AIR LEASE CORP - 5.200% - 07/1 | $163,898 | $162,396 |
| ALLY FINANCIAL - 5.750% - 11/2 | $118,602 | $118,615 |
| AMERICAN AXLE & MFG INC - 6.50 | $96,971 | $95,927 |
| AMERICAN EXPRESS - 6.338% - 10 | $73,077 | $72,891 |
| AMER HONDA FIN CORP MTN - 4.40 | $89,093 | $87,504 |
| AMER HONDA FIN CORP MTN - 4.45 | $283,012 | $281,934 |
| AMER HONDA FIN CORP MTN - 5.05 | $563,001 | $552,211 |
| AMERIGAS PARTNERS L P NOTE - 5 | $81,495 | $79,983 |
| AMEX CO - 5.040% - 07/26/2028 | $280,152 | $279,426 |
| ASBURY AUTOMOTIVE GROUP INC SE | $80,450 | $79,555 |
| AT&T INC - 5.400% - 02/15/2034 | $87,937 | $86,325 |
| ATI INC NOTE - 5.875% - 12/01/ | $89,655 | $89,196 |
| BALL CORP NOTE - 6.875% - 03/1 | $106,951 | $106,370 |
| BANK AMERICA CORP - 5.288% - 0 | $321,798 | $317,841 |
| BANK NOVA SCOTIA - 5.450% - 06 | $162,667 | $162,498 |
| BANK OF AMERICA CORP - 2.299% | $838,753 | $832,573 |
| BATH & BODY WORKS - 5.250% - 0 | $82,154 | $81,718 |
| BLOCK INC SER B NOTE - 2.750% | $113,972 | $113,705 |
| BOYD GAMING - 4.750% - 12/01/2 | $74,553 | $73,476 |
| BP CAP MKTS AMERICA INC - 4.97 | $165,943 | $164,729 |
| BUCKEYE PARTNERS LP - 3.950% - | $73,477 | $73,153 |
| CADENCE DESIGN SYSTEM INC - 0. | $396,324 | $395,975 |
| CADENCE DESIGN SYSTEM INC - 4. | $87,548 | $86,976 |
| CANADIAN IMPERIAL BANK - 4.631 | $385,095 | $382,073 |
| CANADIAN IMPERIAL BANK COMM - | $365,811 | $364,351 |
| CARNIVAL PLC BOND - 7.875% - 0 | $109,784 | $108,746 |
| CARPENTER TECHNOLOGYCORP NOTE | $90,424 | $90,001 |
| CENTRAL GARDEN + PET CO COMPAN | $70,197 | $68,974 |
| CHEMOURS CO NOTE CALL MAKE WHO | $108,073 | $106,839 |
| CHENIERE ENERGY INC SER B NOTE | $235,495 | $235,011 |
| CHENIERE ENERGY PARTNERS LP SE | $372,924 | $373,825 |
| CITIGROUP INC - 3.070% - 02/24 | $1,926 | $1,923 |
| CITIGROUP INC - 5.610% - 09/29 | $269,632 | $269,456 |
| CITIGROUP INC NOTE - 6.270% - | $652,907 | $637,293 |
| CLEVELAND-CLIFFS INCNEW SER B | $104,040 | $103,410 |
| CROWN AMERS LLC SER B - 4.750% | $49,632 | $49,392 |
| DANA INC NOTE CALL MAKE WHOLE | $81,309 | $81,874 |
| ECHOSTAR CORP NTS - 10.750% - | $69,178 | $68,818 |
| ELANCO ANIMAL HEALTHINC - 4.90 | $64,797 | $63,857 |
| ENCOMPASS HEALTH CORP - 4.500% | $101,147 | $100,351 |
| ENLINK MIDSTREAM PARTNERS LP N | $75,694 | $75,839 |
| EPR PPTYS NOTE - 4.750% - 12/1 | $49,622 | $49,600 |
| EVERSOURCE ENERGY - 5.950% - 0 | $544,215 | $536,947 |
| FORD MOTOR COMPANY - 6.625% - | $73,191 | $72,699 |
| GENERAL MTRS FINL - 6.100% - 0 | $86,926 | $85,256 |
| GENESIS ENERGY LP NOTE - 8.000 | $48,898 | $48,835 |
| GOLDMAN SACHS - 5.798% - 08/10 | $88,612 | $88,487 |
| GOLDMAN SACHS BK - 6.561% - 10 | $187,895 | $184,933 |
| GOLDMAN SACHS GROUP INC - 3.85 | $670,440 | $669,301 |
| GOODYEAR TIRE &RUBR CO NOTE - | $161,112 | $160,372 |
| GRIFFON CORP SER B NOTE - 5.75 | $116,356 | $115,704 |
| HCA INC - 5.450% - 09/15/2034 | $659,060 | $648,579 |
| HILLENBRAND INC - 6.250% - 02/ | $90,676 | $89,936 |
| HILTON WORLDWIDE - 4.875% - 04 | $137,973 | $137,096 |
| ICAHN ENTERPRISES LP/CORP SER | $150,161 | $150,537 |
| JPMORGAN CHASE & CO NOTE - 4.8 | $88,451 | $87,993 |
| JPMORGAN CHASE BK - 5.350% - 0 | $336,975 | $332,146 |
| LAMAR MEDIA CORP SER B NOTE - | $98,979 | $97,530 |
| MARCH & MCLENNAN COS INC - 4.5 | $780,459 | $781,169 |
| MARRIOTT OWNERSHIP RESORTS INC | $60,464 | $60,533 |
| MCKESSON CORP - 4.250% - 09/15 | $165,001 | $164,213 |
| MGM RESORTS INTERNATIONAL NOTE | $172,904 | $171,933 |
| MORGAN STANLEY SER I - 4.210% | $473,947 | $473,050 |
| MORGAN STANLEY SER I MTN - 6.3 | $166,394 | $162,952 |
| MPT OPERATING PTN - 5.250% - 0 | $36,067 | $34,960 |
| NEWELL BRANDS INC - 6.375% - 0 | $161,658 | $159,524 |
| NOKIA CORP NOTE - 4.375% - 06/ | $64,942 | $64,222 |
| NORDSTROM INC - 4.000% - 03/15 | $62,678 | $62,045 |
| NRG ENERGY INC SER B - 5.750% | $131,254 | $130,536 |
| NUSTAR LOGISTICS - 5.625% - 04 | $110,733 | $110,192 |
| OLIN CORP NOTE CALL - 5.125% - | $62,252 | $61,659 |
| ONEMAIN FIN - 9.000% - 01/15/2 | $66,950 | $66,869 |
| ONEMAIN FIN CORP - 3.875% - 09 | $109,164 | $108,742 |
| ONEOK INC - 5.550% - 11/01/202 | $739,831 | $739,035 |
| ONEOK INC NTS B/E - 4.250% - 0 | $205,614 | $204,972 |
| PACIFIC GAS & ELEC COSER 29 - | $684,590 | $679,410 |
| PACIFIC GAS & ELECTRIC - 5.900 | $89,230 | $86,246 |
| PENSKE AUTOMOTIVE GRP INC - 3. | $82,684 | $81,792 |
| PFIZER INVT - 4.450% - 05/19/2 | $149,913 | $148,668 |
| PG&E CORP NOTE CALL MAKE WHOLE | $122,062 | $122,118 |
| PHILLIPS - 5.250% - 06/15/2031 | $163,758 | $162,493 |
| PLAINS ALL AMER PIPELINE - 5.7 | $470,711 | $463,045 |
| PNC FINL - 5.812% - 06/12/2026 | $540,383 | $540,287 |
| PNC FINL SVCS - 6.615% - 10/20 | $165,789 | $164,826 |
| PUBLIC SERVICE ENTERPRISE GROU | $282,704 | $280,946 |
| RADIAN GROUP INC - 4.875% - 03 | $62,502 | $62,548 |
| RANGE RES CORP SER B NOTE - 8. | $107,423 | $107,078 |
| REALTY INCOME CORP NOTE - 3.95 | $549,761 | $548,517 |
| REGAL REXNORD CORP - 6.050% - | $72,766 | $72,218 |
| ROYAL BANK CDA - 5.070% - 07/2 | $165,096 | $164,743 |
| ROYAL CARIBBEAN - 3.700% - 03/ | $131,585 | $130,839 |
| RYMAN HOSPITALITY PROPERTIES - | $108,890 | $107,367 |
| SBA COMMUNICATIONS CORP SER B | $107,404 | $106,511 |
| SBA COMMUNICATIONS CORP SER B | $19,454 | $19,174 |
| SCOTTS MIRACLE GRO CO NOTE - 5 | $83,079 | $81,407 |
| SCOTTS MIRACLE-GRO CO SER B NO | $98,129 | $95,828 |
| SEAGATE HDD CAYMAN - 4.875% - | $82,249 | $81,768 |
| SIX FLAGS ENTERTAINMENT CORP - | $107,296 | $106,692 |
| SM ENERGY CO - 6.500% - 07/15/ | $117,911 | $117,263 |
| SOUTHERN CA EDISON CO - 0.000% | $396,992 | $392,255 |
| SOUTHERN CA EDISON CO - 5.150% | $87,839 | $86,527 |
| SOUTHERN CA EDISON CO - 5.450% | $62,319 | $62,996 |
| SOUTHWESTERN ENERGY CO SER B N | $109,566 | $109,341 |
| SPRINT CORPORATION - 7.625% - | $35,968 | $35,768 |
| SUNOCO LP - 4.500% - 05/15/202 | $92,274 | $91,133 |
| T MOBILE USA INC - 3.500% - 04 | $88,679 | $87,139 |
| TEGNA INC SER B NOTE - 4.625% | $118,690 | $118,125 |
| TELEFLEX INC - 4.625% - 11/15/ | $81,365 | $80,432 |
| TENET HEALTHCARE CORP - 5.130% | $192,709 | $189,985 |
| TOYOTA MOTOR CRDT CORP - 4.350 | $88,101 | $87,374 |
| TOYOTA MOTOR CREDIT CORP - 4.5 | $857,531 | $853,774 |
| TRANSDIGM INC SER B NOTE - 5.5 | $164,949 | $163,117 |
| TRAVEL PLUS LEISURE CO - 6.000 | $63,584 | $63,011 |
| TWILIO INC NOTE CALL MAKE WHOL | $72,036 | $71,736 |
| UNITED CONTL HLDGS INC - 4.875 | $50,011 | $49,879 |
| UNITED RENTALS NORTHAMER INC - | $135,514 | $134,305 |
| UNITED STATES STL CORP NOTE - | $63,485 | $63,017 |
| UNITEDHEALTH GROUP INC - 4.800 | $256,053 | $252,979 |
| USA COM PART/USA COM FIN - 6.8 | $104,705 | $104,343 |
| VICI PROPERTIES LP NOTE - 5.12 | $438,335 | $434,260 |
| WALGREENS BOOTS ALLIANCE - 3.4 | $80,136 | $80,336 |
| WELLS FARGO - 4.540% - 08/15/2 | $179,318 | $179,639 |
| WELLS FARGO BANK - 6.491% - 10 | $146,177 | $142,376 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (181 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADIDAS AG | $119,361 | $122,135 |
| ADVANCE AUTO PARTS INC | $53,315 | $66,963 |
| AGCO CP | $82,895 | $79,551 |
| ALLEGION PLC | $70,467 | $64,948 |
| ALLIANT CORP | $16,504 | $16,382 |
| AMADEUS IT HLDS SA | $75,105 | $72,586 |
| AMBEV SA | $56,893 | $47,377 |
| AMDOCS LIMITED | $20,804 | $19,923 |
| AMERCO NON VOTING ORD SHS SERI | $82,171 | $78,269 |
| AMERICAN TOWER REIT INC | $49,105 | $42,184 |
| AMETEK INC | $21,969 | $22,352 |
| AON PLC CL A | $193,066 | $187,122 |
| ARAMARK | $80,878 | $78,687 |
| ASML HOLDING NV NY REG SHS | $95,037 | $96,338 |
| ASPEN TECHNOLOGY INC COM | $78,669 | $82,128 |
| ATMOS ENERGY CORP | $40,520 | $40,110 |
| BAE SYSTEMS PLC | $68,037 | $58,303 |
| BANGKOK BANK PCL | $31,254 | $32,638 |
| BARRICK GOLD CORPORATION | $41,225 | $33,744 |
| BENTLEY SYSTEMS INC CL B | $105,681 | $100,545 |
| BERKELEY GROUP HLDGS | $40,253 | $34,895 |
| BERKLEY W R CP | $92,708 | $92,696 |
| BERKSHIRE HATHAWAY INC DEL CL | $16,086,160 | $15,661,161 |
| BERKSHIRE HATHAWAY INC. CLASS | $51,596 | $67,539 |
| BERRY PLASTICS GROUP INC | $100,982 | $94,806 |
| BJ'S WHLSL CLUB INC | $58,015 | $59,954 |
| BRENNTAG AG UNSP ADR | $13,986 | $12,953 |
| BRIGHT HORIZONS FAMILY SOLUTIO | $68,326 | $59,637 |
| BRINKS CO | $54,646 | $49,261 |
| BRITISH AMERICAN TOBACCO PLC | $99,503 | $103,439 |
| BRIXMOR PPTY GROUP INC COM | $46,335 | $46,214 |
| BUNZL PLC SPONSORED ADR | $59,195 | $54,599 |
| CARMAX INC | $51,492 | $56,823 |
| CATALYST MILLBURN HEDGE STRATE | $1,303,200 | $1,266,761 |
| CELANESE CORPORATION | $69,361 | $51,977 |
| CENTENE CORP | $12,173 | $11,874 |
| CENTERPOINT ENERGY | $38,601 | $41,439 |
| CHARLES RIV LABORATORIES INTL | $63,989 | $62,210 |
| CHEMED CORP | $56,629 | $52,980 |
| CHENIERE ENERGY INC | $51,202 | $57,585 |
| CHOICE HOTELS INTERNATIONAL IN | $76,251 | $75,249 |
| CITIZENS FINANCIAL GROUP, INC | $108,915 | $111,150 |
| CLEAR CHANNEL COMMUNICATIONS | $40,163 | $40,493 |
| CMS ENERGY CP | $13,571 | $12,997 |
| COMPAGNIE FINANCIERE RICHEMONT | $87,110 | $91,854 |
| CONCENTRIX CORP | $38,819 | $39,073 |
| COOPER COMPANIES INC | $106,544 | $93,217 |
| CROWN HOLDINGS INC | $48,818 | $42,916 |
| DASSAULT SYS SA SPN ADR | $60,129 | $59,857 |
| DENTSPLY SIRONA INC | $88,593 | $79,754 |
| DEVON ENERGY CORPORATION | $84,829 | $73,544 |
| DIAGEO PLC ADS | $21,184 | $21,485 |
| DOLLAR GENERAL CORP | $70,105 | $66,191 |
| DOLLAR TREE INC | $74,499 | $86,481 |
| DONALDSON CO. INC | $39,527 | $35,561 |
| DOW INC | $48,483 | $49,520 |
| DUN & BRADSTREET CORP | $46,228 | $49,790 |
| EAST WEST BANCORP, INC | $52,082 | $50,370 |
| EDISON INTL | $16,317 | $15,728 |
| EQUIFAX INC | $87,162 | $82,571 |
| EVEREST GROUP, LTD | $85,870 | $84,453 |
| EVOLUTION GAMING GROUP AB ADR | $78,876 | $64,400 |
| EXPERIAN GROUP LTD S/ADR | $70,225 | $60,292 |
| EXPONENT, INC | $56,308 | $50,609 |
| FAIR ISSAC & CO INC | $46,546 | $43,800 |
| FANUC LIMITED UNSPONSORED | $76,012 | $74,341 |
| FIDELITY NATIONAL INFORMATION | $154,047 | $138,924 |
| FIRST CITIZENS BANCSHARES INC | $57,045 | $61,278 |
| FOMENTO ECONOMICO MEXICANO | $85,820 | $76,086 |
| FUCHS PETROLUB SE | $34,437 | $31,700 |
| GLOBAL PAYMENTS INC | $154,986 | $164,952 |
| GLOBANT SA | $68,147 | $67,113 |
| GLOBE LIFE INC | $63,143 | $66,020 |
| GRAPHIC PACKAGING CORP COM STK | $76,275 | $71,757 |
| GROUPE DANONE ADS | $96,734 | $90,060 |
| HALEON PLC | $58,863 | $57,860 |
| HDFC BANK LTD ADR | $110,962 | $111,883 |
| HEALTHPEAK PROPERTIES, INC | $104,601 | $94,884 |
| HEINEKEN N V S ADR | $28,008 | $24,412 |
| HENKEL KGAA ADR | $48,433 | $47,689 |
| HENRY JACK & ASSOC INC | $77,405 | $74,327 |
| HENRY SCHEIN INC | $18,937 | $18,615 |
| HILLENBRAND, INC | $33,548 | $36,259 |
| HONGKONG LAND HLDGS | $49,373 | $48,193 |
| ICON PLC - AMERICAN DEPOSITARY | $117,499 | $112,405 |
| IMPERIAL OIL LMT | $156,447 | $132,871 |
| INGREDION INC | $45,160 | $44,845 |
| INTERACTIVE BROKERS GROUP, INC | $102,749 | $116,426 |
| ITAU UNIBANCO HOLDING S.A | $29,163 | $23,600 |
| JARDINE MATHESON UNS/ADR | $50,637 | $53,255 |
| JOHNSON CONTROLS INTERNATIONAL | $52,956 | $53,909 |
| KEYCORP | $94,556 | $92,025 |
| KOMATSU LTD | $44,900 | $46,198 |
| LABCORP HLDGS INC (LABORATORY | $44,555 | $44,259 |
| LEGRAND INC | $33,220 | $28,714 |
| LENNOX INTL INC | $132,444 | $131,609 |
| LKQ CORPORATION | $42,554 | $40,315 |
| LLOYDS BANKING GROUP PLC | $47,177 | $45,715 |
| LPL FINANCIAL HOLDINGS INC | $95,135 | $111,340 |
| LVMH MOET HENN UNSP | $24,611 | $24,962 |
| LYONDELLBASELL INDUSTRIES NV | $48,507 | $49,018 |
| M&T BANK CORP | $36,992 | $35,158 |
| MAGNERA CORP | $1,435 | $6,886 |
| MARKEL CORP | $61,485 | $67,323 |
| MEDTRONIC PLC | $116,741 | $104,084 |
| MERCADOLIBRE, INC | $112,213 | $93,524 |
| MERCK KGAA SPON ADR EACH REPR | $15,726 | $13,628 |
| MITSUBISHI ELEC UNSP/ADR | $81,955 | $81,669 |
| MONDAY.COM LTD | $24,742 | $22,838 |
| MS&AD INS GROUP ADR | $90,752 | $87,537 |
| NCR ATLEOS CORP | $8,840 | $10,888 |
| NCR VOYIX CORPORATION | $10,089 | $10,491 |
| NESTLE S.A | $62,040 | $55,474 |
| NEWMONT GOLDCORP CORPORATION | $51,657 | $42,282 |
| NIHON KOHDEN CORP UNSPONSORED | $35,624 | $34,124 |
| NORDSON CP | $87,100 | $72,188 |
| NORTHEAST UTIL | $54,484 | $38,850 |
| NOVO NORDISK A S | $81,519 | $63,311 |
| NUTRIEN LTD | $36,361 | $33,473 |
| OLD NATIONAL BANCORP | $27,677 | $30,561 |
| OLIN CP | $45,354 | $36,301 |
| OLLIES BARGAIN OUTLET HOLDINGS | $49,138 | $58,157 |
| ON HOLDING ORD SHS CLASS A | $24,595 | $27,495 |
| ORKLA ASA SPON ADR | $49,231 | $45,638 |
| PERNOD RICARD S A SPONSORED AD | $18,610 | $16,680 |
| PHILIP MORRIS INTL | $63,277 | $58,490 |
| PINNACLE WEST CAPITAL CORP | $16,703 | $16,106 |
| POOL CORP | $95,888 | $89,326 |
| POWER CORPORATION OF CANADA | $55,096 | $53,321 |
| PROSUS NV ADR | $132,560 | $124,396 |
| PUBLIC STORAGE INC | $24,717 | $22,159 |
| RECKITT BENCKISER GROUP | $84,953 | $81,628 |
| REPUBLIC SVCS INC | $22,721 | $22,532 |
| ROLLINS INC | $77,764 | $74,994 |
| ROPER INDUSTRIES | $17,538 | $16,635 |
| SAGE GROUP PLC UNS/ADR | $153,891 | $187,679 |
| SAIA, INC | $71,173 | $66,081 |
| SANOFI-AVENTIS SPONSORED ADR | $52,731 | $48,182 |
| SAP AKTIENGESELL ADS | $261,443 | $273,293 |
| SCHNEIDER ELEC UNSP/ADR | $64,084 | $61,454 |
| SCOTTS CO. CLASS A | $56,647 | $43,851 |
| SECOM CO LTD ADR OTC | $83,579 | $80,138 |
| SGS SA UNSP ADR | $25,549 | $24,215 |
| SHELL ADR EACH REPRESENTING 2 | $111,368 | $105,001 |
| SHERWIN-WILLIAMS CO | $29,549 | $27,194 |
| SHIMANO INC UNSP ADR EACH REPR | $60,611 | $55,072 |
| SHOPIFY INC | $107,498 | $135,996 |
| SIEMENS HEALTHINEERS AG | $122,270 | $122,026 |
| SITEONE LANDSCAPE SUPPLY INC | $55,183 | $50,073 |
| SMC CORPORATION | $51,039 | $46,047 |
| SMURFIT | $53,134 | $57,846 |
| SODEXHO ALLIANCE SA SP ADR | $23,614 | $22,139 |
| SOMPO JAPAN NIPPONKOA HOLDINGS | $53,629 | $65,095 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $34,072 | $34,012 |
| SPDR GOLD SHARES | $349,555 | $337,529 |
| SPOTIFY TECHNOLOGY SA | $49,187 | $48,317 |
| SUZUKI MOTOR CORP UNSP ADR | $27,151 | $30,440 |
| SVENSKA HANDELSBK UNS ADR | $20,297 | $20,087 |
| SYNCHRONY FINANCIAL | $85,106 | $96,200 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $130,303 | $133,108 |
| TELEDYNE TECH INC | $66,449 | $65,906 |
| TELEPERFORMANCE SA | $78,306 | $63,670 |
| TERADYNE INC | $54,824 | $62,960 |
| THOR INDS INC | $78,742 | $70,634 |
| TOKYO ELECTRON LTD | $53,678 | $53,598 |
| TRANSUNION COM USD0.01 | $57,378 | $51,732 |
| UNILEVER PLC AMER | $133,151 | $124,060 |
| UNIVERSAL DISPLAY CORP | $70,504 | $54,094 |
| UOL GROUP | $26,244 | $25,776 |
| VANGUARD S&P 500 ETF | $1,648,918 | $1,663,306 |
| VERISK ANALYTICS, INC | $27,182 | $27,268 |
| VESTIS CORPORATION | $11,363 | $12,466 |
| W. P. CAREY INC | $15,912 | $15,363 |
| WATSCO INC | $93,061 | $90,513 |
| WELLS FARGO & CO | $37,144 | $39,475 |
| WHEATON PRECIOUS METALS CORP | $63,942 | $55,565 |
| WILLIS TOWERS WATSON | $160,928 | $158,813 |
| WISDOMTREE EMERGING MARKETS EQ | $2,639,235 | $2,517,588 |
| ZEBRA TECHNOLOGIES CORP | $91,718 | $93,079 |
| ZIONS BANCORP | $41,322 | $41,827 |
| ZURN WATER SOLUTIONS | $82,678 | $82,843 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APOLLO DEBT SOLUTIONS BDC CLAS | $2,500,000 | $2,500,211 |
| GRAHAM ABSOLUTE RETURN LTD | $1,275,000 | $1,274,999 |
| OAKTREE STRATEGIC CREDIT FUND | $1,700,000 | $1,700,000 |
| SAMLYN OFFSHORE, LTD - 1341 | $1,500,000 | $1,500,000 |
| STARBOARD VALUE AND OPPORTUNIT | $1,000,000 | $1,000,000 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,621,167. This amount represents 25% or more of the Foundation's net assets of $608,683 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. 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 XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $75,077 | LegalFeesAmt |
| Disbursements Charitable Prps | $75,077 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,488 | $5,488 | |
| Bank Charges | $123 | $123 | |
| Digital Subscriptions | $120 | $120 | |
| Foundation Dues & Memberships | $397 | $397 | |
| Postage/Delivery Service | $32 | $32 | |
| 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 | $552 | Amt |
| Net Investment Income | $552 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Estate of Roxanne S Brandt | |||
| 45 Rockefeller Plaza | New York | NY | 10111 |
| IRA FBO Charity of R H Brandt | |||
| 45 Rockefeller Plaza | New York | NY | 10111 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $3,200 | |
| Foreign Tax Paid | $512 | $512 |