Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
BARBARA & GARY BRANDT FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO CITRIN 50 ROCKEFELLER PLZ
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10020
A Employer identification number

26-1396548
B Telephone number (see instructions)

(212) 697-1000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,914,145J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 22 22  
4 Dividends and interest from securities... 89,990 89,990  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 362,622
b Gross sales price for all assets on line 6a 1,696,663
7 Capital gain net income (from Part IV, line 2)... 362,622
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 452,634 452,634  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 18,500 6,105   12,395
c Other professional fees (attach schedule).... Click to see attachment 38,202 38,202   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,321 4,321   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 250 0   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,273 48,628   12,645
25 Contributions, gifts, grants paid....... 228,656 228,656
26 Total expenses and disbursements. Add lines 24 and 25 289,929 48,628   241,301
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 162,705
b Net investment income (if negative, enter -0-) 404,006
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 38,540 49,199 49,199
2 Savings and temporary cash investments......... 89,068 403,392 403,392
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,987,299 Click to see attachment3,181,225 6,185,048
c Investments—corporate bonds (attach schedule)....... 92,291 Click to see attachment268,524 276,506
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 503,000 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,710,198 3,902,340 6,914,145
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,710,198 3,902,340
29 Total net assets or fund balances (see instructions)..... 3,710,198 3,902,340
30 Total liabilities and net assets/fund balances (see instructions). 3,710,198 3,902,340
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,710,198
2
Enter amount from Part I, line 27a .....................
2
162,705
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
29,437
4
Add lines 1, 2, and 3 ..........................
4
3,902,340
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,902,340
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a VANGUARD # 45216      
b VANGUARD # 45216      
c UBS FINANCIAL SERVICES-763      
d UBS FINANCIAL SERVICES-763      
e UBS FINANCIAL SERVICES-764      
UBS FINANCIAL SERVICES-764      
UBS FINANCIAL SERVICES-895      
UBS FINANCIAL SERVICES-895      
UBS FINANCIAL SERVICES-896      
UBS FINANCIAL SERVICES-514      
UBS FINANCIAL SERVICES-514      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 100,095   86,110 13,985
b 116,430   136,995 -20,565
c 173,294   172,840 454
d 492,547   245,511 247,036
e 19,679   19,989 -310
93,788   75,054 18,734
94,871   94,254 617
334,065   326,264 7,801
86,113   46,934 39,179
113,946   75,713 38,233
71,761   54,377 17,384
74     74
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       13,985
b       -20,565
c       454
d       247,036
e       -310
      18,734
      617
      7,801
      39,179
      38,233
      17,384
      74
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 362,622
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,616
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,616
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,984
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,984
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 12
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,644
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCITRIN COOPERMAN Telephone no.bullet (212) 697-1000

    Located atbullet50 ROCKEFELLER PLAZANEW YORKNY ZIP+4bullet10020
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BARBARA BRANDT TRUSTEE
    0.50     		0 0 0
    3 MITTMAN ROAD
    RYE,NY10580
    GARY BRANDT TRUSTEE
    0.50     		0 0 0
    3 MITTMAN ROAD
    RYE,NY10580
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,317,520
    b
    Average of monthly cash balances.......................
    1b
    175,810
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,493,330
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,493,330
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    97,400
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,395,930
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    319,797
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    319,797
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,616
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,616
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    314,181
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    314,181
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    314,181
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 314,181
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 239,297
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 241,301
    a Applied to 2020, but not more than line 2a 239,297
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 2,004
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		312,177
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    BARBARA BRANDT
    GARY BRANDT
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADL (ANTI-DEFAMATION LEAGUE)
    605 THIRD AVENUE
    NEW YORK,NY10158     		  PC GENERAL SUPPORT 1,000
    AMERICAN BALLET THEATRE FOUNDATION
    890 BROADWAY
    NEW YORK,NY10003     		  PC GENERAL SUPPORT 10,000
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06906     		  PC GENERAL SUPPORT 8,200
    BIRTHRIGHT ISRAEL FOUNDATION
    711 THIRD AVENUE 10TH FLOOR
    NEW YORK,NY10017     		  PC GENERAL SUPPORT 2,500
    BOYS & GIRLS CLUB OF HOLLLYWOOD
    850 N CAHUENGA BLVD
    LOS ANGELES,CA90038     		  PC GENERAL SUPPORT 10,000
    CITY MEALS ON WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017     		  PC GENERAL SUPPORT 1,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY10001     		  PC GENERAL SUPPORT 10,000
    FISHER HOUSE FOUNDATION INC
    12300 TWINBROOK PARKWAY
    ROCKVILLE,MD20852     		  PC GENERAL SUPPORT 10,000
    GREENWICH HOSPITAL
    5 PERRYRIDGE ROAD
    GREENWICH,CT06830     		  PC GENERAL SUPPORT 2,500
    GUGGENHEIM MUSEUM -WORKS & PROCESS
    1071 FIFTH AVENUE
    NEW YORK,NY10128     		  PC GENERAL SUPPORT 1,000
    HARRISON EMERGENCY MEDICAL SERVICES
    PO BOX 68
    NEW YORK,NY10528     		  PC GENERAL SUPPORT 100
    HARRISON POLICE ASSOCIATION
    650 NORTH STREET
    NEW YORK,NY10528     		  PC GENERAL SUPPORT 500
    JOYCE THEATRE FOUNDATION
    175 EIGHTH AVENUE
    NEW YORK,NY10011     		  PC GENERAL SUPPORT 1,000
    LINCOLN CENTER FOR PERFORMING ARTS
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC GENERAL SUPPORT 100
    MOTHERS AGAINST DRUNK DRIVING
    PO BOX 152274
    IRVING,TX750152274     		  PC GENERAL SUPPORT 100
    NATIONAL MS SOCIETY
    PO BOX 91891
    WASHINGTON,DC20090     		  PC GENERAL SUPPORT 1,500
    NEW YORK PHILHARMONIC
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC GENERAL SUPPORT 3,000
    NEW YORK UNIVERSITY
    25 W 4TH STREET 4TH F
    NEW YORK,NY10012     		  PC GENERAL SUPPORT 2,500
    NY CITY CENTER
    131 WEST 55TH STREET
    NEW YORK,NY10019     		  PC GENERAL SUPPORT 10,000
    PET RESCUE
    PO BOX 393
    LARCHMONT,NY10538     		  PC GENERAL SUPPORT 10,000
    PIGLET INTERNATIONAL INC
    27 PARK LANE
    WEST PORT,CT06880     		  PC GENERAL SUPPORT 2,000
    PURCHASE FIRE DEPT
    614 ANDERSON HILL ROAD
    PURCHASE,NY10577     		  PC GENERAL SUPPORT 500
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST S
    FAIRFIELD,CT06825     		  PC GENERAL SUPPORT 1,000
    SHRINERS HOSPITALS FOR CHILDREN
    ATTN OFFICE OF DEVELOPME
    TAMPA,FL33607     		  PC GENERAL SUPPORT 2,500
    SPECIAL OLYMPICS - NY
    504 BALLTOWN ROAD
    SCHENECTADY,NY12304     		  PC GENERAL SUPPORT 100
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  PC GENERAL SUPPORT 4,000
    THE FIELD
    75 MAIDEN LANE SUITE 906
    NEW YORK,NY10038     		  PC GENERAL SUPPORT 5,000
    THE JULLIARD SCHOOL
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		  PC GENERAL SUPPORT 20,000
    TOO YOUNG TO WED
    1112 MAIN ST
    PEEKSKILL,NY10566     		  PC GENERAL SUPPORT 1,500
    UJA FEDERATION
    130 EAST 59TH STREET
    NEW YORK,NY10022     		  PC GENERAL SUPPORT 11,000
    USC KAUFMAN
    849 W 34TH ST
    LOS ANGELES,CA90089     		  PC GENERAL SUPPORT 1,000
    USTA FOUNDATION
    70 WEST RED OAK LANE
    WHITE PLAINS,NY10604     		  PC GENERAL SUPPORT 66,200
    WHITE PLAINS HOSPITAL
    41 E POST ROAD
    NEW YORK,NY10601     		  PC GENERAL SUPPORT 2,500
    WNET
    825 8TH AVE
    NEW YORK,NY10019     		  PC GENERAL SUPPORT 10,000
    YOUTH AMERICA GRAND PRIX
    417 5TH AVE 5TH FLOOR
    NEW YORK,NY10016     		  PC GENERAL SUPPORT 16,356
    Total .................................bullet 3a 228,656
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 22  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 362,622  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 452,634 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    452,634
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    BARBARA & GARY BRANDT FAMILY FOUNDATION
    EIN:
    26-1396548
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 18,500 6,105   12,395

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BARBARA & GARY BRANDT FAMILY FOUNDATION
    EIN:
    26-1396548
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AB INCOME ADVISOR CL 51,084 53,415
    ALL SPRING ADVANTAGE UTILITIES & HIGH INCOME FUND 18,671 21,756
    BLACKROCK TXBL MUNICIPAL BOND TRUST 22,161 22,122
    ISHARES ESG ADVANCED HIGH YIELD CORP BOND ETF 50,208 51,630
    ISHARES MSCI JAPAN ETF NEW 13,211 12,053
    MFS MULTIMARKET INCOME SBI 50,133 49,842
    NUVEEN PFD & INCOME 2022 TERM FUND 39,859 39,312
    VANECK FALLEN ANGEL HIGH YIELD ETF 23,197 26,376

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BARBARA & GARY BRANDT FAMILY FOUNDATION
    EIN:
    26-1396548
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABIOMED INC 19,747 26,938
    ADIENT PLC 745 766
    ADOBE INC 44,028 55,005
    ADVANTEST CORP SPONSORED ADR NEW 7,615 7,961
    ADYEN N V ADR 28,727 24,030
    AIA GROUP LTD SPON ADR 4,556 9,234
    ALCON INC 25,847 38,856
    ALIBABA GROUP HOLDING 7,080 3,564
    ALIGN TECHNOLOGY INC 18,785 50,603
    ALPHABET INC CL A 76,083 460,629
    ALPHABET INC CL C 33,485 318,295
    AMAZON.COM INC 97,408 216,732
    AMERIPRISE FINANCIAL INC 20,046 39,819
    AMGEN INC 36,487 32,621
    ANGLO AMERN PLC SPON ADR 5,661 9,920
    ANSYS INC 40,420 52,146
    APPLE INC 17,690 656,299
    APTIV PLC 20,559 38,928
    ASML HLD NV SPON ADR 8,706 18,311
    ASSOCIATED BRITISH FOODS PLC 4,098 3,460
    ATLASSIAN CORP PLC CL A 17,124 43,086
    AUTODESK INC 17,756 34,868
    AXA SA SPONSORED ADR 5,352 6,490
    BANK OF AMERICA CORP DEP 36,935 35,546
    BARCLAYS PLC ADR 10,645 10,247
    BAYER A G SPON ADR 6,082 4,628
    BLACK KNIGHT INC 27,125 40,616
    BLOCK INC CL A 16,924 33,433
    BUREAU VERITAS REGISTRE INTL DE CLASSIFICATION 5,755 7,679
    CADENCE DESIGN SYSTEM 19,730 52,364
    CAPITAL ONE FINCL CORP 25,465 42,802
    CHIPOTLE MEXICAN GRILL INC CL A 20,844 57,692
    CHR HANSEN HLDG SPON ADR 3,938 3,424
    CHUBB LTD CHF 16,249 24,744
    CINCINNATI FINANCIAL CORP 23,866 31,217
    COCA COLA COMPANY 27,296 32,684
    COGNEX CORP 27,450 24,339
    COMMERCE BANCSHARES 14,503 19,316
    CONSTELLATION BRANDS INC CL A 24,308 27,858
    CONTINENTAL AG SPONSORED ADR 4,276 4,427
    CORTEVA INC 23,860 39,384
    COTERRA ENERGY INC 26,698 27,683
    CRH PLC ADR 4,834 7,181
    CROWDSTRIKE HOLDINGS INC 25,591 19,247
    CROWN CASTLE INTL CORP NEW 32,931 43,418
    CULLEN FROST BANKERS 15,919 26,979
    DANAHER CORP 43,465 71,066
    DATADOG INC CL A 24,013 29,388
    DEUTSCHE POST AG SPON ADR 2,257 4,165
    DEXCOM INC 21,689 52,084
    DIAGEO PLC NEW GB SPON ADR 6,402 9,466
    DOXIMITY INC CL A 19,910 16,493
    EBARA CORP ADR 2,599 4,588
    ECOLAB INC 34,772 38,238
    EDWARDS LIFESCIENCES CORP 11,450 34,072
    ELANCO ANIMAL HEALTH INC 20,813 23,924
    ELECTRONIC ARTS INC 33,563 31,524
    EPAM SYSTEMS INC 9,580 46,123
    EQUIFAX INC 31,985 48,018
    EQUITY LIFESTYLE PROPERTIES 14,802 19,811
    EXELON CORP 10,208 10,050
    FANUC CORP ADR 7,329 7,728
    FERRARI N V NEW 18,952 32,870
    FISERV INC 22,755 32,382
    GENERAL DYNAMICS 19,142 26,893
    HDFC BANK LTD ADR REPSTG 3 SHS 3,528 2,863
    HOME DEPOT INC 36,661 77,192
    HONEYWELL INTL INC 35,572 33,153
    INARI MEDICAL INC 27,040 25,282
    INFINEON TECHNOLOGIES AG SPONSORED ADR 4,988 6,670
    INFORMA PLC SPON ADR 5,732 4,177
    INTERCONTINENTALEXCHANGE INC 18,110 41,168
    INTUITIVE SURGICAL INC NEW 30,044 61,440
    JOHNSON CLTS INCL PLC 29,337 57,811
    JP MORGAN CHASE & CO 16,312 61,598
    JP MORGAN CHASE & CO DEP SHS REP 1/10 NONCUM 22,825 21,678
    LEGRAND S A 3,731 4,135
    LENNAR CORP 30,438 48,206
    LINDE PLC 3,368 6,236
    LONZA GROUP AG 2,934 5,678
    LOREAL COMPANY ADR 3,181 6,011
    LVMH MOET HENNESSY LOUIS VUITTON ADR 7,281 7,944
    MARKETAXESS HOLDINGS INC 38,379 30,845
    MARTIN MARIETTA MATERIALS 21,397 45,374
    MATCH GROUP INC NEW 20,308 35,046
    MEDTRONIC PLC 26,959 27,621
    MERCADOLIBRE INC 10,752 40,452
    MICHELIN COMPAGINE 28,764 36,823
    MICROCHIP TECHNOLOGY 28,318 47,535
    MICROSOFT CORP 136,477 349,773
    MITSUBISHI 11,883 16,238
    MONGODB INC 23,086 55,052
    MOTOROLA SOLUTIONS INC 21,693 45,646
    MOWI ASA SPONSORED ADR 4,584 4,460
    NATERA INC 19,766 17,557
    NATWEST 5,887 5,786
    NETFLIX INC 21,976 48,195
    NOVARTIS AG SPON ADR 8,492 8,747
    NOVOZYMES A/S SPON ADR 3,173 3,491
    OSHKOSH CORP 22,859 24,233
    PAN PAC INTL HLDGS CORP ADR 6,600 5,078
    PARKER HANNFINN COP 23,928 42,628
    PAYPAL HOLDINGS INC 50,636 81,278
    PERSIMMON ADR 2,938 3,562
    PHILLIPS 66 13,879 16,231
    PING AN INSURANCE 6,512 3,886
    PNC FINANCIAL SERVICES GROUP 18,948 35,492
    PNC FINL SERV 110,193 105,534
    PROCTER & GAMBLE CO 27,329 32,880
    PRUDENTIAL PLC ADR 6,510 6,748
    QUALCOMM INC 24,484 46,083
    RECRUIT HLDGS CO LTD ADR 2,649 15,298
    RELX PLC SPON ADR 5,975 8,511
    ROCHE HLDG LTD SPONS ADR SWITZ 6,775 10,803
    ROKU INC SER A 26,940 18,256
    RPM INTL INC 26,557 32,421
    SAP SE SPON ADR 9,347 10,788
    SERVICENOW INC 15,694 55,823
    SHERWIN WILLIAMS CO 16,628 52,472
    SHOPIFY INC CL A 7,797 38,567
    SNOWFLAKE INC CL A 20,746 28,794
    SONY CORP ADR NEW 40,486 70,405
    SPOTIFY TECHNOLOGY SA EUR 34,085 38,615
    ST JAMES'S PLACE CAPITAL NEW 3,304 5,540
    STONECO LTD CL A 21,546 6,609
    SUN COMMUNITIES INC 14,562 21,207
    SUZUKI MOTOR CORP LTD ADR 11,689 8,938
    SWEDBANK AB ADR 6,135 7,625
    TAIWAN SEMICONDUCTOR MFG CO 4,454 8,783
    TECHNOPRO HLDGS SPON ADR 4,983 14,977
    TELEDYNE TECHNOLOGIES INC 29,722 33,641
    TOMRA SYS 2,727 6,343
    TOPCON CORP JPY 6,700 7,315
    TOTALENERGIES SE SPON ADR 6,348 6,727
    TOYOTA INDUSTRIES CORP ADR 4,909 6,384
    TWILIO INC CL A 22,432 16,327
    TWITTER INC 21,457 24,333
    TYSON FOODS INC CL A 20,200 28,763
    U S BANCORP DE DEP SHS 57,614 55,000
    UNILEVER PLC SPONSORED ADR NEW 5,178 4,680
    UNION PACIFIC CORP 23,761 44,592
    UNITEDHEALTH GROUP INC 23,216 67,789
    UNITY SOFTWARE INC 15,712 26,596
    VEEVA SYSTEMS INC CL A 20,358 32,957
    VISA INC CL A 33,690 79,533
    VITESCO TECHNOLOGIES GROUP AG SPON ADR 578 396
    VIVENDI SA ADR 5,228 3,087
    VOLKSWAGEN A G ADR REPRESENTING 7,542 5,883
    WALGREENS BOOTS ALLIANCE INC 11,871 16,326
    WASTE CONNECTIONS INC CAD 21,582 42,925
    WELLS FARGO & CO (WFC) 116,633 117,876
    XYLEM INC 22,086 33,578
    ZEBRA TECHNOLOGIES CORP CL A 11,318 42,854
    ZOOM INFO TECHNOLOGIES INC CL A 21,168 20,351
    ZURICH INS GROUP LTD SPON ADR 6,136 8,492

    TY 2021 OtherExpensesSchedule
    Name:
    BARBARA & GARY BRANDT FAMILY FOUNDATION
    EIN:
    26-1396548
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS FILING FEE 250 0   250


    TY 2021 OtherIncreasesSchedule
    Name:
    BARBARA & GARY BRANDT FAMILY FOUNDATION
    EIN:
    26-1396548
    Description Amount
    PRIOR PERIOD ADJUSTMENT 26,753
    NON DIVIDEND DISTRIBUTIONS 2,684


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BARBARA & GARY BRANDT FAMILY FOUNDATION
    EIN:
    26-1396548
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 38,202 38,202   0


    TY 2021 TaxesSchedule
    Name:
    BARBARA & GARY BRANDT FAMILY FOUNDATION
    EIN:
    26-1396548
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 4,321 4,321   0