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Nonprofit · EIN 38-2750356

DAVID A BRANDON FOUNDATION

Tax-exempt · NAPLES, FL 34105

Financials

$105K$128K2023$416K$144K2024
Revenue Expenses · by fiscal year end
Financials of DAVID A BRANDON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$415,570$143,976$271,594$1,638,811$0$1,638,811
December 31, 2023990-PF$104,958$127,865-$22,907$1,322,092$0$1,322,092
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$30,587
Interest
$17
Net gain from sales of assets
$384,966

Expenses

Grants and similar amounts paid
$129,693
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$129,693
Excise tax on investment income
$5,578

Balance sheet and other

Total assets, start of year
$1,322,092
Total assets, end of year
$1,638,811
Total liabilities, end of year
$0
Net assets, end of year
$1,638,811
Fair market value of assets
$1,774,651
Qualifying distributions
$129,693
Net investment income
$415,513

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DAVID A BRANDON
1829 PLUMBAGO LANE, NAPLES, FL 34105
PRESIDENT/TREASURER0$0
JAN A BRANDON
1829 PLUMBAGO LANE, NAPLES, FL 34105
SECRETARY0$0
CHRISTOPHER W BRANDON
975 ARBORETUM DRIVE, SALINE, MI 48176
DIRECTOR0$0
NICHOLAS A BRANDON
9865 FELLOWS CREEK DRIVE, PLYMOUTH, MI 48170
DIRECTOR0$0
SCOTT A BRANDON
36 SEQUOIA TRAIL, LEICESTER, NC 28748
DIRECTOR0$0
CARLI LEE PATTON
1423 RICHLAND WOODS LANE, BRENTWOOD, TN 37027
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
DAVID A BRANDON
1829 PLUMBAGO LANE, NAPLES, FL 34105
PRESIDENT/TREASURER0$0
JAN A BRANDON
1829 PLUMBAGO LANE, LEICESTER, FL 34105
SECRETARY0$0
CHRISTOPHER W BRANDON
975 ARBORETUM DRIVE, SALINE, MI 48176
DIRECTOR0$0
NICHOLAS A BRANDON
9865 FELLOWS CREEK DRIVE, PLYMOUTH, MI 48170
DIRECTOR0$0
SCOTT A BRANDON
36 SEQUOIA TRAIL, LEICESTER, NC 28748
DIRECTOR0$0
CARLI LEE PATTON
1423 RICHLAND WOODS LANE, BRENTWOOD, TN 37027
DIRECTOR0$0

Address and contacts

Address (IRS master file)
1829 PLUMBAGO LN, NAPLES, FL 34105-3060
Signed the 990-PF
DAVID A BRANDON, PRESIDENT
Phone
(734) 327-7139
Return prepared by
METZLER LOCRICCHIO SERRA & CO PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-2750356
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,638,811
Income (IRS master file)
$1,531,038

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$415,570$143,976$1,638,811XML
990-PFDecember 2023$104,958$127,865$1,322,092XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2750356).

Questions about DAVID A BRANDON FOUNDATION

What is the EIN of DAVID A BRANDON FOUNDATION?
The employer identification number (EIN) of DAVID A BRANDON FOUNDATION is 38-2750356.
Is DAVID A BRANDON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to DAVID A BRANDON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID A BRANDON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID A BRANDON FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVID A BRANDON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of DAVID A BRANDON FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does DAVID A BRANDON FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $415,570, expenses of $143,976 and total assets of $1,638,811 at year end.

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