Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
The Brunckhorst Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)6800 Jericho Turnpike   Room/suite
City or town, state, and ZIP code
Syosset, NY11791
A Employer identification number

23-7000850
B Telephone number (see instructions)

(516) 496-9195
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$72,634,850J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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) 2,560,000
2 Check bullet
3 Interest on savings and temporary cash investments 390 390  
4 Dividends and interest from securities...... 3,293,062 3,293,062  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 163,838
b Gross sales price for all assets on line 6a 16,290,782
7 Capital gain net income (from Part IV, line 2)... 163,838
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........ 6,017,290 3,457,290  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 260,853      
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 list of attachments 1,679 49   1,630
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 262,532 49   1,630
25 Contributions, gifts, grants paid........ 3,335,000 3,335,000
26 Total expenses and disbursements. Add lines 24 and 25 3,597,532 49   3,336,630
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,419,758
b Net investment income (if negative, enter -0-) 3,457,241
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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............... 76,697 125,018 125,018
2 Savings and temporary cash investments.......... 608,896 198,106 198,106
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 page 15 of the
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........... 234,674 173,821 173,821
10a Investments—U.S. and state government obligations (attach schedule) 1,317,010 Click to see attachment1,311,311 1,388,101
b Investments—corporate stock (attach schedule)........ 10,175,339 Click to see attachment15,618,150 16,513,051
c Investments—corporate bonds (attach schedule)........ 50,386,665 Click to see attachment46,616,979 49,173,984
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,701,722 Click to see attachment4,877,376 5,062,769
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) 66,501,003 68,920,761 72,634,850
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
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 66,501,003 68,920,761
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 66,501,003 68,920,761
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 66,501,003 68,920,761
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 66,501,003
2 Enter amount from Part I, line 27a..................... 2 2,419,758
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 68,920,761
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 68,920,761
Form 990-PF (2012)
Form 990-PF (2012)
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 LTCG Dist'b Allianceber Equity Inc A P 2012-11-05 2012-12-26
b LTCG Dist'b JP Morgan Equity Inc A P 2012-11-05 2012-12-14
c Fraction Mondelez Int'l Inc P 2011-05-12 2012-10-01
d 100,000 Wyeth-5.5%,3/15/13 P 2008-03-28 2012-12-26
e 200,000 Tyco Int'l Group-6%,11/15/13 P 2009-08-03 2012-08-15
200,000 Travelers Co-5.375%,6/15/12 P 2008-08-14 2012-06-15
350,000 Target Corp Global-5.875%,3/1/12 P 2007-12-03 2012-03-01
75,000 SBC Communications-5.875%,8/15/12 P 2008-03-28 2012-03-30
400,000 Public Service Elec-5.125%,9/1/12 P 2007-10-16 2012-09-04
100,000 Nokia Corp-5.375%,5/15/19 P 2011-09-08 2012-07-23
300,000 MS Step Up-5%,6/11/25 P 2010-06-08 2012-12-11
300,000 Morgan Stanley-5.625%,1/9/12 P 2008-03-24 2012-01-09
400,000 Morgan Stanley-4.75%,4/1/14 P 2009-07-16 2012-10-19
400,000 JP Morgan Chase-4.5%,1/15/12 P 2006-01-01 2012-01-17
150,000 IBM Corp-4.75%,11/29/12 P 2007-11-23 2012-11-29
200,000 Household Financial-6.375%,11/27/12 P 2008-08-13 2012-11-27
100,000 Goldman Sachs Group-6.6%,1/15/12 P 2008-09-19 2012-01-17
400,000 Goldman Sachs Group-5.7%,9/1/12 P 2008-08-08 2012-09-04
200,000 Goldman Sachs Group-5.45%,11/1/12 P 2007-11-14 2012-11-01
100,000 GE Capital Corp-Floating-11/1/12 P 2009-03-17 2012-04-05
1,500,000 Deutsche Bank AG-5.375%,10/12/12 P 2007-10-16 2012-10-12
200,000 Credit Suisse FB USA-6.5%,1/15/12 P 2008-04-02 2012-01-17
200,000 Costco Wholesale-5.3%,3/15/12 P 2008-01-07 2012-03-15
150,000 Conoco Phillips-4.75%,2/1/14 P 2009-02-19 2012-08-20
1,200,000 Conoco Phillips-4.75%,10/15/12 P 2007-10-16 2012-10-15
200,000 Citigroup Inc-5.3%,10/17/12 P 2007-11-14 2012-10-17
74,000 Citigroup Global Markets-6%,2/21/12 P 2008-03-20 2012-02-21
200,000 Charles Schwab-4.95%,6/1/14 P 2009-06-10 2012-12-21
1,300,000 Berkshire Hathway-4.75%,5/15/12 P 2007-10-17 2012-05-15
300,000 Bear Stearns Co-5.35%,2/1/12 P 2007-11-14 2012-02-01
200,000 Bank of New York-4.95%,11/1/12 P 2009-03-20 2012-11-01
250,000 Bank of America-4.85%,9/15/12 P 2008-08-08 2012-09-17
100,000 AT&T-6.7%,11/15/13 P 2009-03-20 2012-06-29
200,000 AT&T-4.85%,2/15/14 P 2009-02-19 2012-09-14
600,000 Astrazeneca PLC Global-5.4%,9/15/12 P 2007-10-22 2012-09-17
250,000 American Express-5.55%,10/17/12 P 2008-07-01 2012-10-17
55,257.214 Templeton Global Bd Fd P 2010-02-03 2012-01-09
6,028.369 Columbia Marsico 21st Century Fd P 2008-02-06 2012-07-11
5,000 USB Cap XI-6.6% P 2010-05-18 2012-05-18
18,000 Bayclays Bank-6.625%,Pfd P 2010-08-23 2012-07-20
4,000 Wal-Mart Stores Inc P 2012-03-12 2012-10-02
17,000 Teco Energy P 2010-09-02 2012-03-19
1,500 Phillips 66 P 2012-04-03 2012-05-03
4,000 Philip Morris Int'l P 2011-10-25 2012-10-15
2,000 Northrop Grumman CP P 2012-08-15 2012-10-02
3,000 Mondelez Int'l Inc P 2011-05-12 2012-12-07
8,000 Mondelez Int'l Inc P 2011-05-12 2012-12-07
6,000 Microsoft Corp P 2012-03-12 2012-10-02
4,000 McDonalds Corp P 2011-02-08 2012-10-02
3,666 Kraft Foods Group Inc P 2011-05-12 2012-11-30
2,000 JP Morgan Chase P 2011-09-26 2012-03-19
7,000 Intel Corp P 2012-04-09 2012-08-23
5,000 ING Infra Ind & Mat'l P 2011-03-23 2012-06-28
1,000 IBM Corp P 2012-03-05 2012-10-02
1,000 Facebook Inc P 2012-05-18 2012-07-25
1,300 Facebook Inc P 2012-05-17 2012-05-18
1,200 Exxon Mobil Corp P 2012-08-24 2012-10-03
Fraction Duke Energy Corp P 2010-10-12 2012-06-29
3,000 Dow Chemical P 2011-10-14 2012-03-19
1,500 Colgate Palmolive Co P 2012-08-15 2012-10-02
4,000 Chevron Corp P 2011-12-05 2012-10-02
12,000 American Electric Power P 2010-10-18 2012-03-19
(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 2,815     2,815
b 1,362     1,362
c 7     7
d 101,141   100,317 824
e 213,784   203,305 10,479
200,000   200,000  
350,000   350,000  
76,529   75,449 1,080
400,000   400,000  
72,629   102,750 -30,121
300,000   300,000  
300,000   300,000  
413,960   397,490 16,470
400,000   400,000  
150,000   150,000  
200,000   200,000  
100,000   95,500 4,500
400,000   400,000  
200,000   200,000  
99,445   81,505 17,940
1,500,000   1,500,000  
200,000   200,000  
200,000   200,000  
150,000   142,922 7,078
1,200,000   1,200,000  
200,000   200,000  
74,000   74,000  
212,442   200,426 12,016
1,300,000   1,300,000  
300,000   299,083 917
200,000   200,000  
250,000   249,054 946
108,084   103,106 4,978
211,765   200,856 10,909
600,000   600,000  
250,000   250,000  
689,057   707,669 -18,612
70,773   85,000 -14,227
125,000   122,677 2,323
432,998   438,865 -5,867
293,531   259,407 34,124
300,039   309,585 -9,546
45,896   51,859 -5,963
353,066   318,406 34,660
132,978   138,053 -5,075
18,588   17,183 1,405
258,437   241,254 17,183
176,507   192,540 -16,033
363,132   343,621 19,511
165,412   139,682 25,730
88,755   62,032 26,723
173,819   198,261 -24,442
79,417   106,428 -27,011
208,118   203,001 5,117
27,947   40,726 -12,779
51,129   49,400 1,729
108,624   106,671 1,953
68   53 15
105,614   83,062 22,552
160,616   160,466 150
464,271   429,628 34,643
459,027   445,652 13,375
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       2,815
b       1,362
c       7
d       824
e       10,479
       
       
      1,080
       
      -30,121
       
       
      16,470
       
       
       
      4,500
       
       
      17,940
       
       
       
      7,078
       
       
       
      12,016
       
      917
       
      946
      4,978
      10,909
       
       
      -18,612
      -14,227
      2,323
      -5,867
      34,124
      -9,546
      -5,963
      34,660
      -5,075
      1,405
      17,183
      -16,033
      19,511
      25,730
      26,723
      -24,442
      -27,011
      5,117
      -12,779
      1,729
      1,953
      15
      22,552
      150
      34,643
      13,375
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 2 163,838
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 71,415
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 3,333,625 66,926,755 0.04981
2010 3,227,534 61,439,803 0.05253
2009 2,830,998 57,498,821 0.04924
2008 2,801,000 55,261,303 0.05069
2007 2,425,750 47,999,745 0.05054
2 Total of line 1, column (d) ...................... 2 0.25280
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.05056
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 70,378,618
5 Multiply line 4 by line 3....................... 5 3,558,343
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 34,572
7 Add lines 5 and 6......................... 7 3,592,915
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,336,630
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 69,145
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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  
3 Add lines 1 and 2............................ 3 69,145
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 69,145
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 135,736
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 135,736
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 66,591
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet66,591 Refunded Bullet 11  
Part VII-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 page 19 of
the instructions for 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
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 XV.
    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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    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
    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 ofbulletRichard Kandel Telephone no.bullet (516) 496-9195
    Located atbullet6800 Jericho Turnpike-Suite 206ESyossetNY ZIP+4bullet11791
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    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 2012?.............
    1c
     
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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
     
    No
    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?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 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 2012.)....................
    3b
     
    No
    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 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
    No
    .........bullet
    c
    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?............
    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?........................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    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
    Richard Todd Stravitz Trustee
    0.00     		0    
    11 Bridgeway Road
    Richmond,VA23226
    Barbara Brunckhorst Trustee
    10.00     		0    
    2700 N Ocean Dr 2604A
    Riviera Beach,FL34242
    Frank Brunckhorst III Trustee
    0.00     		0    
    1400 Ladue Lane
    Sarasota,FL33404
    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  
    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.............bullet  
    Part IX-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  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    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
    70,423,543
    b
    Average of monthly cash balances.......................
    1b
    1,026,831
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    71,450,374
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    71,450,374
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,071,756
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    70,378,618
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,518,931
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,518,931
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    69,145
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    69,145
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,449,786
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,449,786
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    3,449,786
    Part XII
    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
    3,336,630
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    3,336,630
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,336,630
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 3,449,786
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 1,039,036
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 3,336,630
    a Applied to 2011, but not more than line 2a 1,039,036
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2012 distributable amount..... 2,297,594
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		1,152,192
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the organization 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 Brunckhorst
    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 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 (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    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
    Planned Parenthood
    5775 Blue Lagoon Drive
    Miami,FL33126     		N/A Public General Purpose 25,000
    Peggy Adams Animal Rescue
    3200 N Military Trail
    West Palm Beach,FL33409     		N/A Public General Purpose 20,000
    Nature Conservancy
    222 S Westmonte Drive
    Altamonte Springs,FL32714     		N/A Public General Purpose 175,000
    Conservation Foundation of Gulf Coa
    224 Dantura Street
    West Palm Beach,FL33401     		N/A Public General Purpose 175,000
    Sierra Club Foundation
    111 2nd Ave-Ste 14
    St Petersburg,FL33701     		N/A Public General Purpose 400,000
    Suncoast Seabird Sanctuary
    18328 Gulf Blvd
    Indian Shores,FL33785     		N/A Public General Purpose 75,000
    Nature Conservancy
    490 Westfield Road
    Charlottesville,VA22901     		N/A Public General Purpose 175,000
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011     		N/A Public General Purpose 175,000
    National Wildlife Foundation
    11100 Wildlife Center Drive
    Reston,VA20190     		N/A Public General Purpose 50,000
    American Rivers
    1101 14th Street NW-Ste 1400
    Washington,DC20005     		N/A Public General Purpose 175,000
    SPCA Tri County Humane Society
    21287 Boca Rio Road
    Boca Raton,FL33433     		N/A Public General Purpose 100,000
    Earth Justice
    1110S ML King Blvd
    Tallahassee,FL32301     		N/A Public General Purpose 200,000
    NY Foundling Hospital
    590 Ave of the Americas
    New York,NY10011     		N/A Public General Purpose 20,000
    Humane Society of Sarasota County
    2331 15th Street
    Sarasota,FL34237     		N/A Public General Purpose 45,000
    Riverside School
    2110 McRae Road
    Richmond,VA23235     		N/A Public General Purpose 50,000
    Environmental Defense Fund
    257 Park Ave So
    New York,NY10010     		N/A Public General Purpose 200,000
    Center for Reproductive Rights
    120 Wall Street
    New York,NY10005     		N/A Public General Purpose 200,000
    Conservation Fund
    1655 N Fort Myers Dr-Ste 1300
    Arlington,VA22209     		N/A Public General Purpose 175,000
    SPCA of Richmond
    2519 Hermitage Road
    Richmond,VA23220     		N/A Public General Purpose 100,000
    Chesapeake Bay Foundation
    6 Herndon Avenue
    Annapolis,MD21403     		N/A Public General Purpose 200,000
    So Environmental Law Ctr
    201 West Main St-Ste 14
    Charlottesville,VA22902     		N/A Public General Purpose 200,000
    Planned Parenthood
    736 Central Ave
    Sarasota,FL34236     		N/A Public General Purpose 200,000
    Sierra Club Foundation
    422 E Franklin St
    Richmond,VA23219     		N/A Public General Purpose 200,000
    Total .................................bullet 3a 3,335,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-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....          
    3Interest on savings and temporary cash investments     14 390  
    4 Dividends and interest from securities....     14 3,293,062  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 163,838  
    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)..   3,457,290  
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,457,290
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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) of the Code (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 or fiduciary) 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 instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID: 12000229
    Software Version: 2012v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    The Brunckhorst Foundation
     
    Employer identification number

    23-7000850
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    The Brunckhorst Foundation
          		Employer identification number

    23-7000850
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    Barbara Brunckhorst 2010 Trust    
    2700 N Ocean Dr 2604A
       
    Riviera Beach, FL   33404

    		$560,000


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Barbara Brunckhorst    
    2700 N Ocean Dr 2604A
       
    Riviera Beach, FL   33404

    		$2,000,000


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    The Brunckhorst Foundation
          		Employer identification number

    23-7000850
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    The Brunckhorst Foundation
          		Employer identification number

    23-7000850
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID: 12000229
    Software Version: 2012v2.0

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    The Brunckhorst Foundation
    EIN: 23-7000850
    Software ID:12000229
    Software Version:2012v2.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Wyndham Worldwide-4.25%,3/1/22 105,700 103,252
    Weyerhaeuser Co-7.125%,7/15/23 49,906 48,265
    Weatherford Int'l-4.5%,4/15/22 156,132 159,189
    Tyson Foods Inc-4.5%,6/15/22 270,440 270,630
    Sociele Generale-5.2%,4/15/21 558,385 554,250
    Royal Bank of Scotland-6.4%,10/21/19 105,887 115,070
    Rabobank Nederland-3.95%,11/9/22 513,489 512,015
    Nordea Bank Reg-S 204,512 210,180
    Morgan Stanlry-4.875%,11/1/22 566,914 569,465
    Morgan Stanlry-5.75%,1/25/21 55,806 57,102
    Lloyds TSB Bank-6.5%,9/14/20 557,081 553,875
    Ingram Micro Inc-5%,8/10/22 208,974 205,198
    Hewlett Packard-4.65%,12/9/21 213,802 200,778
    Hewlett Packard-4.3%,6/1/21 100,161 99,050
    Goldman Sachs Group-6%,12/15/23 60,034 57,442
    Goldman Sachs Group-5%,6/15/23 110,012 106,114
    Goldman Sachs Group-5%,5/15/22 88,710 86,819
    Goldman Sachs Group-4.85%,5/15/22 53,681 53,616
    GE Capital Corp-5.75%.2/15/23 35,907 34,418
    Ford Motor Credit-4.25%,9/20/22 205,771 211,476
    Ford Motor Credit-5.875%,8/2/21 115,630 116,454
    Century Link Inc-6.45%,6/15/21 226,564 221,000
    BNP Paribas-5%,1/15/21 206,123 224,630
    Best Buy-5.5%,3/15/21 100,870 84,750
    Barclays Bank-6.278%,12/29/49 425,625 479,710
    Barclays Bank-6.05%,12/4/17 219,425 217,900
    Bank of America-6.75%,8/15/19 114,709 114,570
    Bank of America-5.49%,5/15/19 222,628 222,164
    Alcoa-5.4%,4/15/21 107,398 104,081
    Credit Suisse FB USA-6%,2/15/18 720,750 780,098
    Weyerhaeuser-7.375%,10/1/19 110,540 123,594
    UBS AG Stamford-5.75%,4/25/18 106,447 116,885
    Transocean-6.5%,11/15/20 113,928 121,112
    Royal Bank of Scotland-5.65%,8/24/20 102,718 116,097
    Protective Life-6.4%,1/15/18 107,694 116,280
    Pitney Bowes-5.6%,3/15/18 210,909 211,834
    Pitney Bowes-4.75%,5/15/18 201,317 207,504
    Peabody Morris-6.5%,9/15/20 98,108 96,525
    Nokia Corp-5.375%,5/15/19    
    Nationwide Fin'l-6.75%,5/15/67 174,000 208,450
    Morgan Stanley-5.625%,9/23/19 211,922 226,196
    Moody's Corp-5.5%,9/1/20 107,325 111,512
    Merrill Lynch-5.7%,5/2/17 207,480 219,500
    Lorillard Tobacco Settle-6.875%,5/1/20 222,261 243,776
    Lloyds TSB Bank-4.875%.1/21/16 100,623 110,135
    Lincoln National Corp-6.25%,2/15/20 110,282 119,650
    Key Bank NA-4.625%,6/15/18 99,632 103,199
    JP Morgan Chase-6.3%,4/23/19 112,594 123,376
    Jefferies Group-5.125%,4/13/18 102,630 105,000
    Jabil Circuit Inc-5.625%,12/15/20 201,293 222,000
    International Paper-9.375%,5/15/19 246,160 272,742
    HSBC Finance Corp-5%,9/27/20 103,265 109,188
    Hartford Fin'l Services-6.3%,3/15/18 107,430 119,138
    Goldman Sachs Group-6.15%,4/1/18 327,737 352,431
    GE Capital Corp-5.625%,5/1/18 107,655 118,753
    Ford Motor Credit-5%,5/15/18 202,580 220,688
    Fifth Third Bank-4.5%,6/1/18 53,224 58,854
    Credit Suisse FB USA-5.4%,1/14/20 271,530 281,097
    Credit Suisse FB USA-5.3%,8/13/19 209,267 232,780
    Credit Suisse FB USA-4.375%,8/5/20 304,952 342,084
    Computer Science-6.5%,3/15/18 109,258 116,646
    Citigroup Inc-5.5%,2/15/17 104,451 110,853
    Barclays Bank-6.75%,5/22/19 219,333 242,820
    Barclays Bank-5.14%,10/14/20 895,933 884,255
    Barclays Bank-5.125%,1/8/20 309,891 342,189
    Bank of America-6.4%,8/15/19 218,513 228,830
    Bank of America-5.65%,5/1/18 211,737 232,688
    American Int'l Group-5.85%,1/16/18 369,877 413,770
    Alcoa Inc-6.75%,7/15/18 215,878 228,484
    ABN AMRO Bank NV-4.65%,6/4/18 201,142 201,000
    Wachovia Bank-5.625%,10/15/16 104,407 114,653
    Wachovia Bank-5%,8/15/15 410,072 436,964
    Wachovia Bank-4.875%,2/1/15 204,754 215,892
    Vodafone Group-5%,9/15/15 207,820 222,420
    UBS AG Stamford-5.875%,7/15/16 206,291 223,328
    UBS AG Stamford-3.875%,1/15/15 301,292 313,905
    Transatlantic HL-5.75%,12/15/14 179,913 193,357
    Suntrust Banks-5.45%,12/1/17 283,962 310,692
    Simon Properties Group-5.75%,12/1/15 209,744 225,288
    PPL Energy Supply-6.2%,5/15/16 158,491 171,642
    Nationwide Fin'l-5.625%,2/13/15 154,077 157,777
    MS Step Up-5%,6/11/25    
    Morgan Stanley-5.95%,12/28/17 319,608 339,720
    Morgan Stanley-5.75%,10/18/16 314,373 332,571
    Morgan Stanley-5.55%,4/27/17 103,846 110,863
    Merrill Lynch Co-6.4%,8/28/17 104,753 117,436
    Merrill Lynch Co-6.05%,5/16/16 467,689 495,387
    Merrill Lynch Co-5%,1/15/15 204,267 213,660
    MBNA Corp Sr Notes-5%,6/15/15 406,667 432,536
    Key Bank NA-5.45%,3/3/16 102,834 111,787
    Key Bank NA-4.95%,9/15/15 201,875 217,904
    JP Morgan Chase-5.15%,10/1/15 492,737 522,096
    Goldman Sachs Group-5.625%,1/15/17 207,729 219,436
    Goldman Sachs Group-5.125%,1/15/15 206,216 214,856
    Genworth Fin'l-4.95%,10/1/15 346,457 370,206
    GE Capital Corp-5.5%,8/15/15 83,139 87,477
    GE Capital Corp-4.375%,9/21/15 407,048 435,964
    Ford Motor Credit-7%,4/15/15 104,880 111,504
    Ford Motor Credit-6.625%,8/15/17 315,402 350,541
    Ford Motor Credit-5.625%,9/15/15 101,148 109,503
    Dresdner Bank 530,422 542,450
    Donnelley RR-6.125%,1/15/17 206,834 193,500
    Countrywide Fin'l-6.25%,5/15/16 105,917 109,771
    Compass Bank-6.4%,10/1/17 264,257 269,118
    Comerica Bank-5.75%,11/21/16 308,121 347,106
    Comcast Corp-5.85%,11/15/15 212,833 227,640
    Citigroup Inc-6.01%,1/15/15 179,280 191,224
    Citigroup Inc-4.875%,5/7/15 475,344 510,293
    Capital One Fin'l-5.5%,6/1/15 103,812 110,211
    Berkley WR Corp-5.6%,5/15/15 102,768 108,518
    BB &T Corp-5.2%,12/23/15 144,546 156,080
    Barclays Bank-5%,9/22/16 403,577 448,540
    Bankers Trust NY-7.5%,11/15/15 107,018 109,381
    Bank of America-6.1%,6/15/17 319,692 345,675
    Bank of America-5.625%,10/14/16 103,451 113,070
    Bank of America-5.42%,3/15/17 361,021 383,376
    Bank of America-5.35%,9/15/15 61,363 64,556
    Bank of America-5.75%,8/15/16 209,670 218,706
    Bank of America-5.3%,3/15/17 514,013 562,355
    American Int'l Group-5.6%,10/16/16 150,776 171,294
    American Int'l Group-5.45%,5/18/17 100,786 114,852
    Western Union Co-6.5%, 2/26/14 163,178 169,818
    Wells Fargo Co-4.95%, 10/16/13 295,301 310,158
    Well Point Inc-6%, 2/15/14 710,610 740,859
    Walt Disney Co-4.5%, 12/15/13 171,459 176,601
    Wachovia Bank-5.25%, 8/1/14 200,822 213,268
    Wachovia Bank-4.8%, 11/1/14 483,695 536,675
    US Bank NA Notes-4.95%, 10/30/14 352,893 376,320
    United Healthcare Group-5%, 8/15/14 251,961 265,990
    Unilever Capital-3.65%, 2/15/14 100,463 103,395
    Tyco Int'l Group-6%, 11/15/13    
    Staples Inc-9.75%, 1/15/14 63,267 65,232
    SBC Communications-5.1%, 9/15/14 101,230 107,420
    Prudential Fin'l-5.1%, 9/20/14 252,269 267,588
    Potash Corp-5.25%, 5/15/14 146,786 153,955
    PNC Funding Corp-5.25%, 11/15/15 410,210 446,940
    Philip Morris-6.875%, 3/17/14 102,826 107,676
    Paccar Inc-6.875%, 2/15/14 202,118 213,708
    NYSE Euronext-4.8%, 6/28/13 70,063 71,466
    Morgan Stanley-6%, 5/13/14 100,619 105,897
    Morgan Stanley-4.75%, 4/1/14    
    MetLife-5.5%, 6/15/14 503,483 536,065
    Merrill Lynch Co-5.3%, 9/30/15 265,399 284,661
    Mellon Funding-5%, 12/1/14 404,847 429,964
    Medtronics Inc-1.625%, 4/15/13 183,121 200,626
    JP Morgan Chase-5.375%, 1/15/14 200,239 209,856
    JP Morgan Chase-5.125%, 9/15/14 202,428 212,708
    JP Morgan Chase-4.65%, 6/1/14 775,580 816,548
    John Deere Cap Corp-4.9%, 9/9/13 100,417 103,069
    International Paper-5.3%, 4/1/15 202,004 217,166
    HSBC Finance Corp-6.676%, 1/15/21 1,465,583 1,706,000
    Hewlett Packard-6.125%, 5/1/14 102,158 105,122
    Goldman Sachs Group-6%, 5/1/14 201,585 212,850
    Goldman Sachs Group-5.25%, 10/15/13 200,760 207,002
    Goldman Sachs Group-5%, 10/1/14 347,719 372,817
    Glaxo Smithkline Cap-4.375%, 4/15/14 100,762 104,949
    GE Capital Corp-11/1/12    
    GE Capital Corp-5.9%, 5/13/14 507,214 535,855
    GE Capital Corp-5.65%, 6/9/14 302,525 320,556
    Duke Energy Carolinas-5.75%, 11/15/13 66,091 67,907
    Du Pont EI De Nemou-5.875%, 1/15/14 14,306 14,776
    Deutsche Telecom-4.875%, 7/8/14 200,664 211,740
    Dell Inc-5.625%, 4/15/14 203,450 212,290
    Daimler Chrysler-6.5%, 11/15/13 151,299 157,461
    Credit Suisse New York-5.5%, 5/1/14 732,367 770,131
    Credit Suisse FB USA-5.5%, 8/15/13 100,493 103,154
    Credit Suisse FB USA-5.125%, 1/15/14 200,358 208,908
    Conoco Phillips-4.75%, 2/1/14 50,418 52,264
    Coca Cola HBC Fin-5.125%, 9/17/13 100,514 102,492
    CME Group Inc-5.75%. 2/15/14 505,099 528,025
    Charles Schwab-4.95%, 6/1/14    
    Caterpillar Fin Ser Corp-6.2%, 9/30/13 101,185 104,317
    Caterpillar Fin Ser Corp-6.125%, 2/17/14 906,712 959,535
    Carolina Power & Light-5.125%, 9/15/13 101,143 103,322
    Berkshire Hathway Inc-4.625%, 10/15/13 201,172 206,316
    Bellsouth Corp-5.2%, 9/15/14 101,202 107,412
    Bear Stearns Co-5.7%, 11/15/14 402,648 434,668
    BB&T Corp-5.7%, 4/30/14 300,351 319,740
    Barclays Bank-5.2%, 7/10/14 503,116 530,475
    Bank of New York-4.95%, 11/1/12    
    Bank of America Corp-5.125%, 11/15/14 405,796 426,580
    AT&T Corp-6.7%, 11/15/13    
    AT&T Corp-4.85%, 2/15/14    
    American Express Co-7.25%, 5/20/14 406,939 435,284
    Allstate Life Global-5.375%,4/13/13 600,555 609,936
    Wyeth Notes-5.5%,3/15/13    
    Travelers Cos-5.375%,6/15/12    
    SBC Communications-5.875%,8/15/12    
    Royal Bank of Scotland-5%,11/12/13 200,753 204,290
    Morgan Stanley-5.625%,1/9/12    
    Household Financial-6.375%,11/27/12    
    Goldman Sachs Group-5.7%,9/1/12    
    Goldman Sachs Group-6.6%,1/15/12    
    GE Capital Corp-5.45%,1/15/13 976,555 1,001,720
    Credit Suisse-5%,5/15/13 496,445 508,050
    Credit Suisse FB USA-6.5%,1/15/12    
    Costco Wholesale Corp-5.3%,3/15/12    
    Consolidated Edison-4.875%,2/1/13 300,269 301,050
    Citigroup Global Markets-6%,2/21/12    
    Bank of America-4.9%,5/1/13 198,312 202,728
    Bank of America-4.875%,1/15/13 99,030 100,134
    Bank of America-4.875%,9/15/12    
    Banc One Corp-5.25%,1/30/13 498,896 501,700
    Anheuser Busch-4.375%,1/15/13 195,394 200,222
    American Express-5.875%,5/2/13 498,913 509,030
    American Express-5.55%.10/17/12    
    Target Corp Global Notes-5.875%,3/11/12    
    Public Service Elec & Gas-5.125%, 9/1/12    
    IBM Corp-4.75%,11/29/12    
    Goldman Sachs Group-5.450%,11/1/12    
    Deutsch Bank AG London-5.375%,10/12/12    
    Conoco Phillips-5.5%,4/15/13 501,406 506,990
    Conoco Phillips-4.75%,10/15/12    
    Citigroup Inc-5.3%,10/17/12    
    Berkshire Hathaway Notes-4.75%,5/15/12    
    Bear Stearns Co Notes-5.35%,2/1/12    
    Astrazeneca PLC Global-5.4%,9/15/12    
    JP Morgan Chase-4.5%,1/15/12    

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    The Brunckhorst Foundation
    EIN: 23-7000850
    Software ID:12000229
    Software Version:2012v2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Wells Fargo Global Notes-5.125%-Pfd 125,000 124,500
    Suntrust Banks-5.875%-Pfd 125,000 122,350
    Public Storage Ser T-5.75%-Pfd 125,000 129,850
    Public Storage-5.625%-Pfd 200,000 207,840
    PNC Financial Services-5.375%-Pfd 125,000 124,750
    JP Morgan Chase-5.5%-Pfd 125,000 125,700
    Goldman Sachs Group-Ser B-PFD 122,831 125,750
    Goldman Sachs Group-5.95%-PFD 258,867 249,800
    First Republic Bank Ser A-6.7%-Pfd 125,000 134,900
    Charles Schwab-6% Ser B-Pfd 108,761 104,600
    BB&T Corp-5.85%-Pfd 234,588 233,820
    BB&T Corp-5.625%-Pfd 125,000 127,400
    BB&T Corp-5.2%-Pfd 127,006 122,850
    Wells Fargo & Co 301,308 307,620
    Total SA Spon ADR 218,649 208,040
    Seadrill Ltd 305,373 294,400
    Procter & Gamble 201,267 203,670
    Pfizer Inc 193,592 200,634
    Merck & Co 471,849 470,810
    Lockheed Martin Corp 456,929 461,450
    Kimberly Clark Corp 176,677 168,860
    General Electric 385,155 419,800
    First Trust MLP & Energy 200,000 206,500
    Eli Lilly & Co 385,308 443,880
    Conoco Phillips 174,500 173,970
    Blackrock Inc 190,335 206,710
    Staoil ASA ADR 193,592 175,280
    Phillip Morris Int'l    
    Nextera Energy Inc 398,156 484,330
    McDonalds Corp    
    Kraft Foods Inc    
    JP Mprgan Chase 456,424 571,598
    Johnson & Johnson 234,186 245,350
    ING Infra Ind & Mat'l    
    Glaxo Smithkline PLC 401,198 391,230
    Dupont EI De Nemours 422,736 404,807
    Dow Chemical Co 390,268 420,282
    Dominion Resources Inc 371,352 362,600
    Chevron Corp    
    Brookfield Global Inc 197,412 201,505
    A T & T Inc 436,169 471,940
    HSBC Holding PLC-6.2%-Pfd 590,007 625,750
    Deutsch Bank Ctg't-6.55%-Pfd 121,471 128,350
    Barclays Bank PLC-7.1%-Pfd 98,529 100,240
    Barclays Bank PLC-6.625%-Pfd    
    Bank of America-7.25%-Pfd 122,074 126,850
    Bank of America-6.625%-Pfd 118,540 131,250
    Aegon NV-7.25%-Pfd 572,188 626,750
    Aegon NV-6.375%-Pfd 236,181 251,600
    Verizon Communications 339,628 432,700
    Unilever PLC 476,053 580,800
    Teco Energy    
    Southern Co 520,979 535,125
    Duke Energy Corp 330,868 382,736
    Consolidated Edison 528,623 555,400
    Bristol Myers Squibb 443,554 423,670
    Bank of Montreal 423,169 429,100
    American Electric Power    
    Bank of America-8.625%-Pfd 250,000 255,600
    ING Group-8.5%-PFD 170,794 191,771
    ING Group-7.375%-PFD 354,580 424,830
    Deutsche Bank-7.6%-PFD 507,099 549,713
    Barclays Bank PLC-8.125%-Pfd 200,903 203,440
    Bank of America-8.2%-Pfd 123,422 128,000

    TY 2012 InvestmentsGovtObligationsSch
    Name:
    The Brunckhorst Foundation
    EIN: 23-7000850
    Software ID:12000229
    Software Version:2012v2.0
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    1,311,311
    State & Local Government Securities - End of Year Fair Market Value:


    1,388,101


    TY 2012 InvestmentsOtherSchedule2
    Name:
    The Brunckhorst Foundation
    EIN: 23-7000850
    Software ID:12000229
    Software Version:2012v2.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Unit AAM Preferred Inc Opp'y 2 Yr AT COST 89,050 84,980
    Unit AAM Inflation Inc Strategy AT COST 99,990 93,580
    Unit AAM Balanced 2012-2 AT COST 99,984 96,330
    Unit FT Strategic Div Plus AT COST 296,516 294,752
    Stanley Blacker Ser I-5.7%,7/25/52 AT COST 125,000 129,750
    Nextera-5.125%,11/15/72 AT COST 127,039 125,450
    GE Capital Corp-4.875%,10/15/52 AT COST 150,000 152,940
    Entergy Arkansas-4.9%,12/1/52 AT COST 125,000 124,250
    Comcast Corp-5%,12/15/61 AT COST 125,000 130,950
    AFLAC Inc-5.5%,9/15/52 AT COST 125,000 127,250
    Affiliated Managers-5.25%,10/15/22 AT COST 125,000 126,282
    JP Morgan Equity Inc A AT COST 250,000 240,987
    John Hancock FDS Str Inc Opp'y A AT COST 400,000 391,557
    Allianceber Equity Inc A AT COST 250,000 241,112
    KKR Fin'l Holdings-8.375%,11/15/41 AT COST 250,000 279,699
    DTE Energy Ser-6.5%,12/1/61 AT COST 250,000 272,900
    UBS Cap XL-6.6% AT COST    
    JP Chase Cap XL-5.875%,6/15/33 AT COST 477,641 503,400
    Goldman Sachs-6.125%,11/1/60 AT COST 372,813 391,800
    Corts GS Cap I-6% AT COST 114,687 124,950
    Citigroup Cap VII-7.125% AT COST 461,028 507,600
    Templeton Global Bond Fd AT COST    
    Morgan Stanley Cap Tr-6.45% AT COST 563,628 622,250
    Columbia Marsico 21st Century AT COST    

    TY 2012 OtherExpensesSchedule
    Name:
    The Brunckhorst Foundation
    EIN: 23-7000850
    Software ID:12000229
    Software Version:2012v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Service Charges 49 49    
    Public Notice 130     130
    Filing Fees 1,500     1,500


    TY 2012 TaxesSchedule
    Name:
    The Brunckhorst Foundation
    EIN: 23-7000850
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Unrelated Business Tax-'12 191,708      
    Excise Tax -'12 69,145