Civic Intelligence

Brandegee John L Tr Uwill

EIN 04-2392828 • 501(c)3 • Pittsburgh, PA

Profile

The brandegee john trust is a type iii supporting organization which supports the following organizations - american leprosy missions international and deerfield academy

PO Box 185Pittsburgh, PA 15230-0185

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

11th percentile

-18%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$158,074

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

27th percentile

-0.7%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

188%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$27,151,715

Down $196,840 (-0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$27,151,715

Down $196,840 (-0.7%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin11th percentile

Revenue

Up

$1,343,294

Up $876,349 (+188%) from 2023

Expenses

Up

$1,581,265

Up $71,059 (+4.7%) from 2023

Net Income

Up

-$237,971

Up $805,290 (+77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $17,656,295Liabilities 2010: $0Net Assets 2010: $17,656,2952010Assets 2011: $18,223,902Liabilities 2011: $0Net Assets 2011: $18,223,9022011Assets 2012: $18,831,208Liabilities 2012: $0Net Assets 2012: $18,831,2082012Assets 2013: $20,418,680Liabilities 2013: $0Net Assets 2013: $20,418,6802013Assets 2014: $21,089,053Liabilities 2014: $0Net Assets 2014: $21,089,0532014Assets 2015: $21,499,054Liabilities 2015: $0Net Assets 2015: $21,499,0542015Assets 2016: $21,042,211Liabilities 2016: $0Net Assets 2016: $21,042,2112016Assets 2017: $21,732,824Liabilities 2017: $0Net Assets 2017: $21,732,8242017Assets 2018: $22,197,091Liabilities 2018: $0Net Assets 2018: $22,197,0912018Assets 2019: $22,779,439Liabilities 2019: $0Net Assets 2019: $22,779,4392019Assets 2020: $22,653,397Liabilities 2020: $0Net Assets 2020: $22,653,3972020Assets 2021: $25,361,066Liabilities 2021: $0Net Assets 2021: $25,361,0662021Assets 2022: $28,318,658Liabilities 2022: $0Net Assets 2022: $28,318,6582022Assets 2023: $27,348,555Liabilities 2023: $0Net Assets 2023: $27,348,5552023Assets 2024: $27,151,715Liabilities 2024: $0Net Assets 2024: $27,151,7152024

Highlighted filing

2024

Assets$27,151,715
Liabilities$0
Net Assets$27,151,715
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,330,376Expenses 2010: $521,650Net Income 2010: $808,7262010Revenue 2011: $1,110,698Expenses 2011: $502,384Net Income 2011: $608,3142011Revenue 2012: $1,192,325Expenses 2012: $758,126Net Income 2012: $434,1992012Revenue 2013: $2,340,444Expenses 2013: $789,795Net Income 2013: $1,550,6492013Revenue 2014: $1,461,816Expenses 2014: $789,028Net Income 2014: $672,7882014Revenue 2015: $1,255,758Expenses 2015: $845,110Net Income 2015: $410,6482015Revenue 2016: $421,784Expenses 2016: $878,627Net Income 2016: -$456,8432016Revenue 2017: $1,568,925Expenses 2017: $878,312Net Income 2017: $690,6132017Revenue 2018: $1,432,978Expenses 2018: $968,711Net Income 2018: $464,2672018Revenue 2019: $1,598,481Expenses 2019: $1,023,417Net Income 2019: $575,0642019Revenue 2020: $908,558Expenses 2020: $1,043,698Net Income 2020: -$135,1402020Revenue 2021: $3,758,799Expenses 2021: $1,103,646Net Income 2021: $2,655,1532021Revenue 2022: $4,358,817Expenses 2022: $1,412,126Net Income 2022: $2,946,6912022Revenue 2023: $466,945Expenses 2023: $1,510,206Net Income 2023: -$1,043,2612023Revenue 2024: $1,343,294Expenses 2024: $1,581,265Net Income 2024: -$237,9712024

Highlighted filing

2024

Revenue$1,343,294
Expenses$1,581,265
Net Income-$237,971
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$27,151,715
Liabilities
$0
Net assets
$27,151,715
Revenue
$1,343,294
Expenses
$1,581,265
Net income
-$237,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$0.00$27.2$1.34$1.58$0.24
2023Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$0.47$1.51$1.04
2022Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$4.36$1.41$2.95
2021Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$3.76$1.10$2.66
2020Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$0.91$1.04$0.14
2019Summary only. Only limited summary data is available for this year.$22.8$0.00$22.8$1.60$1.02$0.58
2018Summary only. Only limited summary data is available for this year.$22.2$0.00$22.2$1.43$0.97$0.46
2017Summary only. Only limited summary data is available for this year.$21.7$0.00$21.7$1.57$0.88$0.69
2016Summary only. Only limited summary data is available for this year.$21.0$0.00$21.0$0.42$0.88$0.46
2015Summary only. Only limited summary data is available for this year.$21.5$0.00$21.5$1.26$0.85$0.41
2014Summary only. Only limited summary data is available for this year.$21.1$0.00$21.1$1.46$0.79$0.67
2013Summary only. Only limited summary data is available for this year.$20.4$0.00$20.4$2.34$0.79$1.55
2012Summary only. Only limited summary data is available for this year.$18.8$0.00$18.8$1.19$0.76$0.43
2011Summary only. Only limited summary data is available for this year.$18.2$0.00$18.2$1.11$0.50$0.61
2010Summary only. Only limited summary data is available for this year.$17.7$0.00$17.7$1.33$0.52$0.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.2
Gross Receipts
$7,823,130
Mission and Program Overview

Mission

The brandegee john trust is a type iii supporting organization which supports the following organizations - american leprosy missions international and deerfield academy

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$27,348,555$27,151,715▼ $196,840
Investments in Publicly Traded Securities$26,947,022$26,970,052▲ $23,030
Savings and Temporary Cash Investments$401,533$181,663▼ $219,870
Total Assets$27,348,555$27,151,715▼ $196,840
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,348,555$27,151,715▼ $196,840
Total Liabilities and Net Assets / Fund Balance$27,348,555$27,151,715▼ $196,840
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleBaseTotal
Bny Mellon N aCo-trustee$158,074$158,074
Bink GarrisonCo-trustee$37,082$37,082
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,254,244
Other Revenue
$89,050
Change in Net Assets
$-237,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,226,110
Salaries, Compensation, and Employee Benefits$195,156
Other Expenses$159,999
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,226,110--$1,226,110
Current Officers, Directors, Trustees, and Key Employees$78,062$117,094-$195,156
All Other Expenses-$129,920-$129,920
Fees for Services Legal-$15,430-$15,430
Other Expenses$3,500$500-$500
Total Functional Expenses$1,307,922$273,343$0$1,581,265
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Deerfield AcademyDeerfield, MA-Charitable$980,888
American Leprosy Missions InternationalGreenville, SC-Charitable$245,222
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This organization has a co-trustee and does not have a governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This organization has a co-trustee and does not have a governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“NO PROCEDURES IN PLACE”

Form 990, Page 6, Part VI, Line 19

“No documents made available to the public.”

Form 990, Page 7, Part VII, Section A

“Average hours per week devoted to position: as trustte, bny mellon, n.a. Provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees' involvement in the activities of the organization and thus can not be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis, but are calculated based on factors such as the market value of the account and in accordance with bny mellon's agreement with the client.”

Filing and Contact Details

Filer

Filer Name
Brandegee John L Tr Uwill
EIN
04-2392828
Phone
6177227772
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227772
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 8, 9A, 9B

“These questions are not applicable as there is not a sponsoring organization maintaining donor advised funds”

Form 990, Part V, Line 10, 11, 12, 13

“THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 501(c)(3) ORGANIZATION”

Explanation for Form 990, Part XI, Line 9

“The amount on this line represents: $40,377 partnership distributions; $41,554 partnership income adjustment; $30 py return of capital adjustment; ($40,828) mutual fund timing difference; rounding ($2)”

Raw XML AppendixShowing 400 of 413 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToOrganizationsInd0true
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0919882
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt01226182
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt01226182
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0919882
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt081812
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt01226110
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01001622
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01226110
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt01307922
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE JOHN L BRANDEGEE TRUST U/WILL FBO DEERFIELD ACADEMY ETAL IS A PERPETUAL TRUST. BNYM SERVES AS CO-TRUSTEE WITH AN INDIVIDUAL CO-TRUSTEE. BNYM AS CO-TRUSTEE MEETS WITH DEERFIELD ACADEMY SEVERAL TIMES A YEAR AND GIVES FULL CONSIDERATION TO THEIR INPUT RELATIVE TO THEIR FINANCIAL NEEDS AND THE INVESTMENT MANAGEMENT OF THE TRUST. BNY MELLON AS CO-TRUSTEE AND INVESTMENT MANAGER PROVIDES MONTHLY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ORGANIZATION VIA E-MAIL AND/OR PHONE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2AS CO-TRUSTEE, BNY MELLON SERVES AS INVESTMENT MANAGER AND CONSULTS WITH THE CO-TRUSTEE AND SUPPORTED ORGANIZATIONS AS TO INVESTMENT MATTERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D LINE 2 (cont)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV SECTION D LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt032736661
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt029053587
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0148044
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0193958
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt032588617
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt028859629
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0491050
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0435804
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt032245611
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt028617783
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01128596
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01001622
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt032736661
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt029053587
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01128596
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01001622
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0135562163
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1042103563
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0245222
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1980888
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AMERICAN LEPROSY MISSIONS INTERNATIONAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DEERFIELD ACADEMY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01226110
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0245222
IRS990ScheduleI/RecipientTable/CashGrantAmt1980888
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHARITABLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN LEPROSY MISSIONS INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DEERFIELD ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0135562163
IRS990ScheduleI/RecipientTable/RecipientEIN1042103563
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE ALM WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt17 BOYDEN LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GREENVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DEERFIELD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0296013060
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd101342
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NO PROCEDURE IN PLACE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THESE QUESTIONS ARE NOT APPLICABLE AS THERE IS NOT A SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 501(c)(3) ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION HAS A CO-TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS ORGANIZATION HAS A CO-TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO PROCEDURES IN PLACE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTTE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CAN NOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED ON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH BNY MELLON'S AGREEMENT WITH THE CLIENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE AMOUNT ON THIS LINE REPRESENTS: $40,377 PARTNERSHIP DISTRIBUTIONS; $41,554 PARTNERSHIP INCOME ADJUSTMENT; $30 PY RETURN OF CAPITAL ADJUSTMENT; ($40,828) MUTUAL FUND TIMING DIFFERENCE; ROUNDING ($2)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 8, 9a, 9b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V, LINE 10, 11, 12, 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt027348555
IRS990/TotalAssetsEOYAmt027151715
IRS990/TotalAssetsGrp/BOYAmt027348555
IRS990/TotalAssetsGrp/EOYAmt027151715
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0273343
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01307922
IRS990/TotalFunctionalExpensesGrp/TotalAmt01581265
IRS990/TotalGrossUBIAmt0-6471
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027348555
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027151715
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01226110
IRS990/TotalReportableCompFromOrgAmt0195156
IRS990/TotalRevenueGrp/ExclusionAmt01349765
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01343294
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-6471
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027348555
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027151715
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227772
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRANDEGEE JOHN L TR UWILL
ReturnHeader/Filer/BusinessNameControlTxt0BRAN
ReturnHeader/Filer/EIN0042392828
ReturnHeader/Filer/PhoneNum06177227772
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP

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