TY 2014 Form 990PF

- TIN:

Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2014

Open to Public Inspection

For calendar year 2014, or tax year beginning 2014, and ending , 20

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 or province, country, and ZIP or foreign postal code
Syosset, NY11791

A Employer identification number

23-7000850

B Telephone number (see instructions)

(516) 496-9195

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$105,605,670J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach
	schedule)..............	12,877,408
2	Check
	Sch. B ...............
3	Interest on savings and temporary cash investments	5,560		5,560
4	Dividends and interest from securities......	4,081,383		4,077,091
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,093,344
b	Gross sales price for all assets on line 6a 26,448,649
7	Capital gain net income (from Part IV, line 2)...			1,093,344
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........	18,057,695		5,175,995
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		5,105		5,105
b	Accounting fees (attach schedule).......		20,000		20,000
c	Other professional fees (attach schedule)....		55,000	49,500	5,500
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		538,799
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		2,055	415	1,640
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	620,959		49,915	32,245
25	Contributions, gifts, grants paid........	4,710,000			4,710,000
26	Total expenses and disbursements. Add lines 24 and 25	5,330,959		49,915	4,742,245
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	12,726,736
b	Net investment income (if negative, enter -0-)			5,126,080
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2014)

Form 990-PF (2014)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............	273,342	71,606	71,606
	2	Savings and temporary cash investments..........	5,804,997	80,926	80,926
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........	79,798	77,276	77,276
	10a	Investments—U.S. and state government obligations (attach schedule)	803,492	247,995	256,427
	b	Investments—corporate stock (attach schedule)........	23,918,374	26,981,894	30,251,014
	c	Investments—corporate bonds (attach schedule)........	51,058,369	66,420,555	66,885,061
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........	6,763,591	7,584,942	7,983,360
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	88,701,963	101,465,194	105,605,670
	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 )	13,983	50,478
	23	Total liabilities (add lines 17 through 22)..........	13,983	50,478
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted...................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........	88,687,980	101,414,716
	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 instructions)......	88,687,980	101,414,716
	31	Total liabilities and net assets/fund balances (see instructions)..	88,701,963	101,465,194

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	88,687,980
2	Enter amount from Part I, line 27a.....................	2	12,726,736
3	Other increases not included in line 2 (itemize)	3
4	Add lines 1, 2, and 3..........................	4	101,414,716
5	Decreases not included in line 2 (itemize)	5
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	101,414,716

Form 990-PF (2014)

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.)
1a
b
c
d
e

(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
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(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
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,093,344
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 . . . . . . . . . . . . . . . .		3	1,093,344

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? Yes No

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 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))
2013	3,879,842	77,153,893	0.05029
2012	3,336,630	70,378,618	0.04741
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

2	Total of line 1, column (d) ......................	2	0.24928
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	0.04986
4	Enter the net value of noncharitable-use assets for 2014 from Part X, line 5.....	4	97,789,325
5	Multiply line 4 by line 3.......................	5	4,875,287
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	51,261
7	Add lines 5 and 6.........................	7	4,926,548
8	Enter qualifying distributions from Part XII, line 4..............	8	4,742,245
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 (2014)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	102,522
	hereand 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	102,522
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	102,522
6	Credits/Payments:

a	2014 estimated tax payments and 2013 overpayment credited to 2014	6a	179,798
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	179,798
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	77,276
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax77,276	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Form 990-PF (2014)

Page 5

Part VII-A

Statements Regarding Activities (continued)

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. Click to see attachment

...............................

Yes

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

Richard Kandel Telephone no. bullet

(516) 496-9195

Located at bullet

6800 Jericho Turnpike-Suite 206ESyossetNY ZIP+4 bullet

11791

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

16 At any time during calendar year 2014, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet

Form 990-PF (2014)

Page 6

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)? ........

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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 2014?.............

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)):

At the end of tax year 2014, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2014?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?........................YesNo

If "Yes," did it have excess business holdings in 2014 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 2014.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2014?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)..................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.......................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2014)

Page 7

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
Frank Brunckhorst III	Trustee 0.00	0
7960 Sanderling Rd Sarasota,FL34242	Trustee 0.00	0
Barbara Brunckhorst	Trustee 10.00	0
2700 N Ocean Dr 2604A Riviera Beach,FL34242	Trustee 10.00	0
Richard Todd Stravitz	Trustee 0.00	0
11 Bridgeway Road Richmond,VA23226	Trustee 0.00	0

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...................

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
Kandel & Company	Accounting & Mang't	75,000
6800 Jericho Turnpike-Ste 206E Syosset,NY11791	Accounting & Mang't	75,000

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 (2014)

Page 8

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 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.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

99,155,569

Average of monthly cash balances.......................

122,934

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

99,278,503

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

99,278,503

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

1,489,178

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

97,789,325

Minimum investment return. Enter 5% of line 5..................

4,889,466

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

4,889,466

Tax on investment income for 2014 from Part VI, line 5......

102,522

Income tax for 2014. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

102,522

Distributable amount before adjustments. Subtract line 2c from line 1............

4,786,944

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

4,786,944

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

4,786,944

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

4,742,245

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

4,742,245

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

4,742,245

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 (2014)

Page 9

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(c) 2013	(d) 2014
1 Distributable amount for 2014 from Part XI, line 7			4,786,944
2 Undistributed income, if any, as of the end of 2014:
a Enter amount for 2013 only.......		1,056,459
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2014:
a From 2009.......
b From 2010.......
c From 2011.......
d From 2012.......
e From 2013.......
fTotal of lines 3a through e.........
4Qualifying distributions for 2014 from Part
XII, line 4: $ 4,742,245
a Applied to 2013, but not more than line 2a			1,056,459
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 2014 distributable amount.....			3,685,786
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2014.
(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 2013. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2014. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........			1,101,158
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) .......
8Excess distributions carryover from 2009 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2010....
b Excess from 2011....
c Excess from 2012....
d Excess from 2013....
e Excess from 2014....

Form 990-PF (2014)

Page 10

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 2014, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2014	(b) 2013	(c) 2012	(d) 2011	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

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 (2014)

Page 11

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Sierra Club Foundation 85 Second St-Ste 750 San Francisco,CA94105	N/A	PC	General Purpose	740,000
So Environmental Law Center 201 West Main St-Ste 14 Charlottesville,VA22902	N/A	PC	General Purpose	200,000
Chesapeake Bay Foundation 6 Herndon Avenue Annapolis,MD21403	N/A	PC	General Purpose	200,000
SPCA of Richmond 2519 Hermitage Road Richmond,VA23220	N/A	PC	General Purpose	130,000
Conservation Fund 1655 N Fort Myers Dr-Ste 1300 Arlington,VA22209	N/A	PC	General Purpose	200,000
Center for Reproductive Rights 120 Wall Street New York,NY10005	N/A	PC	General Purpose	100,000
Environmental Defense Fund 257 Park Ave So New York,NY10010	N/A	PC	General Purpose	300,000
Riverside School 2110 McRae Road N Chesterfield,VA23245	N/A	PC	General Purpose	100,000
Earth Justice 111 S ML King Blvd Tallahassee,FL32301	N/A	PC	General Purpose	395,000
SPCA Tri County Humane Society 21287 Boca Rio Road Boca Raton,FL33433	N/A	PC	General Purpose	140,000
American Rivers 1101 14th Street NW-Ste 1400 Washington,DC20005	N/A	PC	General Purpose	100,000
National Wildlife Foundation 11100 Wildlife Center Drive Reston,VA20190	N/A	PC	General Purpose	100,000
Natural Resources Defense Council 40 West 20th Street New York,NY10011	N/A	PC	General Purpose	250,000
Nature Conservancy 490 Westfield Road Charlottesville,VA22901	N/A	PC	General Purpose	200,000
Suncoast Seabird Sanctuary 18328 Gulf Blvd Indian Shores,FL33785	N/A	PC	General Purpose	150,000
Conservation Foundation of Gulf Coa 224 Dantura Street West Palm Beach,FL33401	N/A	PC	General Purpose	200,000
Nature Conservancy 222 S Westmonte Drive Altamonte Springs,FL32714	N/A	PC	General Purpose	200,000
Planned Parenthood 2300 N Florida Manigo Dr W Palm Beach,FL33409	N/A	PC	General Purpose	127,500
Sierra Club Foundation 422 E Franklin Street Richmond,VA23219	N/A	PC	General Purpose	100,000
Sierra Club Foundation 1990 Central Avenue St Petersburg,FL33112	N/A	PC	General Purpose	200,000
American Forests 1220 L Street NW-Ste 750 Washington,DC20005	N/A	PC	General Purpose	50,000
Trust for Public Land 101 Montgomery Street-Ste 900 San Francisco,CA94104	N/A	PC	General Purpose	50,000
Conservation Fund 1495 Smith Preserve Way Naples,FL34102	N/A	PC	General Purpose	50,000
Defenders of Wildlife 1130 17th Street NW Washington,DC20036	N/A	PC	General Purpose	50,000
American Humane Association 1400 16th Street NW-Ste 360 Washington,DC20036	N/A	PC	General Purpose	100,000
Audubon Society 4500 Biscayne Blvd-Ste 205 Miami,FL33137	N/A	PC	General Purpose	50,000
Florida Conservation Alliance Insti 299 S Orange Ave-Ste 2600 Orlando,FL32801	N/A	PC	General Purpose	50,000
Ocean Conservancy 1300 19th Street NW Washington,DC20036	N/A	PC	General Purpose	50,000
Planned Parenthood 736 Central Ave Sarasota,FL34236	N/A	PC	General Purpose	127,500
Total ................................. 3a				4,710,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2014)

Page 12

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	(e) Related or exempt function income (See instructions.)
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	5,560
4 Dividends and interest from securities....			14	4,077,091	4,292
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	1,093,344
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)..				5,175,995	4,292

13Total. Add line 12, columns (b), (d), and (e)..................

135,180,287

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
4	Interest & Dividends on Tax Exempt Securities

Form 990-PF (2014)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

Yes

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2014)

Additional Data

Software ID:	14000265
Software Version:	2014v5.0

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Name of the organization

The Brunckhorst Foundation

Employer identification number

23-7000850

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

Name of organization The Brunckhorst Foundation

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
1	Barbara Brunckhorst 2010 Trust 2700 N Ocean Dr 2604A Riviera Beach, FL33404	$560,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	Lillian Edith Brunckhorst 2002 Tr 6800 Jericho Tpke-Ste 206E Syosset, NY11791	$1,162,190	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
3	Barbara Brunckhorst 2700 N Ocean Dr 2604A Riviera Beach, FL33404	$4,575,357	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
4	Lillian Edith Brunckhorst 2002 Tr 6800 Jericho Tpke-Ste 206E Syosset, NY11791	$6,579,861	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization The Brunckhorst Foundation

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
2	Publicly Traded Marketable Securities	$ 1,162,190	2014-07-09
(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
The Brunckhorst Foundation

Employer identification number

23-7000850

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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

(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

(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

(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

(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) (2014)

Additional Data

Software ID:	14000265
Software Version:	2014v5.0

- TIN:

TY 2014 AccountingFeesSchedule

Name:

The Brunckhorst Foundation

EIN: 23-7000850

Software ID:14000265

Software Version:2014v5.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Kandel & Company-Accounting & Tax Prep	20,000	0	0	20,000

- TIN:

TY 2014 InvestmentsCorpBondsSchedule

Name:

The Brunckhorst Foundation

EIN: 23-7000850

Software ID:14000265

Software Version:2014v5.0

Name of Bond	End of Year Book Value	End of Year Fair Market Value
American Express Co-7.25%, 5/20/14
Bank of America Corp-5.125%, 11/15/14
Barclays Bank-5.2%, 7/10/14
BB&T Corp-5.7%, 4/30/14
Bear Stearns Co-5.7%, 11/15/14
Bellsouth Corp-5.2%, 9/15/14
Caterpillar Fin Ser Corp-6.125%, 2/17/14
CME Group Inc-5.75%. 2/15/14
Conoco Phillips-4.75%, 2/1/14
Credit Suisse FB USA-5.125%, 1/15/14
Credit Suisse New York-5.5%, 5/1/14
Deutsche Telecom-4.875%, 7/8/14
Du Pont EI De Nemou-5.875%, 1/15/14
GE Capital Corp-5.65%, 6/9/14
GE Capital Corp-5.9%, 5/13/14
Glaxo Smithkline Cap-4.375%, 4/15/14
Goldman Sachs Group-5%, 10/1/14
Goldman Sachs Group-6%, 5/1/14
Hewlett Packard-6.125%, 5/1/14
HSBC Finance Corp-6.676%, 1/15/21	1,447,188	1,706,129
International Paper-5.3%, 4/1/15	98,114	99,033
JP Morgan Chase-4.65%, 6/1/14
JP Morgan Chase-5.125%, 9/15/14
JP Morgan Chase-5.375%, 1/15/14
Mellon Funding-5%, 12/1/14
Merrill Lynch Co-5.3%, 9/30/15	261,538	268,408
MetLife-5.5%, 6/15/14
Paccar Inc-6.875%, 2/15/14
Philip Morris-6.875%, 3/17/14
PNC Funding Corp-5.25%, 11/15/15	403,227	414,560
Potash Corp-5.25%, 5/15/14
Prudential Fin'l-5.1%, 9/20/14
SBC Communications-5.1%, 9/15/14
Staples Inc-9.75%, 1/15/14
Unilever Capital-3.65%, 2/15/14
United Healthcare Group-5%, 8/15/14
US Bank NA Notes-4.95%, 10/30/14
Wachovia Bank-4.8%, 11/1/14
Wachovia Bank-5.25%, 8/1/14
Western Union Co-6.5%, 2/26/14
American Int'l Group-5.45%,5/18/17	100,449	109,110
American Int'l Group-5.6%,10/16/16	150,387	161,187
Bank of America-5.3%,3/15/17	507,669	537,085
Bank of America-5.75%,8/15/16	204,515	212,918
Bank of America-5.35%,9/15/15	60,371	61,601
Bank of America-5.42%,3/15/17	356,039	375,252
Bank of America-5.625%,10/14/16	101,702	107,089
Bank of America-6.1%,6/15/17	311,321	329,703
Bankers Trust NY-7.5%,11/15/15	102,232	105,188
Barclays Bank-5%,9/22/16	401,733	425,940
BB &T Corp-5.2%,12/23/15	141,552	145,583
Berkley WR Corp-5.6%,5/15/15	100,452	101,750
Capital One Fin'l-5.5%,6/1/15	100,681	101,815
Citigroup Inc-4.875%,5/7/15	475,344	486,370
Citigroup Inc-6.01%,1/15/15	175,085	175,248
Comcast Corp-5.85%,11/15/15	204,030	209,164
Comerica Bank-5.75%,11/21/16	304,137	324,864
Compass Bank-6.4%,10/1/17	258,659	272,695
Countrywide Fin'l-6.25%,5/15/16	102,511	106,134
Donnelley RR-6.125%,1/15/17	203,624	212,000
Dresdner Bank-7.25%,9/15/15	508,302	517,300
Ford Motor Credit-5.625%,9/15/15	100,314	103,184
Ford Motor Credit-6.625%,8/15/17	309,194	334,428
Ford Motor Credit-7%,4/15/15	100,642	101,721
GE Capital Corp-4.375%,9/21/15	401,936	410,132
GE Capital Corp-5.5%,8/15/15	80,773	82,130
Goldman Sachs Group-5.125%,1/15/15	200,122	200,256
Goldman Sachs Group-5.625%,1/15/17
JP Morgan Chase-5.15%,10/1/15	480,011	488,210
Key Bank NA-4.95%,9/15/15	200,511	205,696
Key Bank NA-5.45%,3/3/16	101,093	105,083
MBNA Corp Sr Notes-5%,6/15/15	401,288	407,708
Merrill Lynch Co-5%,1/15/15	200,084	200,230
Merrill Lynch Co-6.05%,5/16/16	457,542	476,518
Merrill Lynch Co-6.4%,8/28/17	102,851	111,417
Morgan Stanley-5.55%,4/27/17	102,159	108,543
Morgan Stanley-5.95%,12/28/17	312,267	333,345
Nationwide Fin'l-5.625%,2/13/15	150,233	150,774
PPL Energy Supply-6.2%,5/15/16	153,604	155,880
Simon Properties Group-5.75%,12/1/15	203,182	206,710
Suntrust Banks-5.45%,12/1/17	280,559	300,556
Transatlantic HL-5.75%,12/15/15	75,711	77,759
UBS AG Stamford-3.875%,1/15/15	300,025	300,315
UBS AG Stamford-5.875%,7/15/16	202,868	213,720
Vodafone Group-5%,9/15/15
Wachovia Bank-4.875%,2/1/15	200,196	200,620
Wachovia Bank-5%,8/15/15	402,482	410,720
Wachovia Bank-5.625%,10/15/16	102,169	107,540
ABN AMRO Bank NV-4.65%,6/4/18	200,753	207,950
Alcoa Inc-6.75%,7/15/18
American Int'l Group-5.85%,1/16/18	362,529	391,335
Bank of America-5.65%,5/1/18	207,650	222,194
Bank of America-6.4%,8/15/19	213,514	227,984
Barclays Bank-5.125%,1/8/20	307,376	336,390
Barclays Bank-5.14%,10/14/20
Barclays Bank-6.75%,5/22/19	213,921	236,330
Citigroup Inc-5.5%,2/15/17	102,389	107,498
Computer Science-6.5%,3/15/18	105,950	111,781
Credit Suisse FB USA-4.375%,8/5/20	303,793	325,209
Credit Suisse FB USA-5.3%,8/13/19	206,746	224,880
Credit Suisse FB USA-5.4%,1/14/20	265,980	279,572
Fifth Third Bank-4.5%,6/1/18	53,147	57,093
Ford Motor Credit-5%,5/15/18	201,694	217,310
GE Capital Corp-5.625%,5/1/18	104,972	112,523
Goldman Sachs Group-6.15%,4/1/18	317,869	336,726
Hartford Fin'l Services-6.3%,3/15/18	104,784	113,009
HSBC Finance Corp-5%,9/27/20	102,526	109,588
International Paper-9.375%,5/15/19	233,226	255,310
Jabil Circuit Inc-5.625%,12/15/20	201,019	211,880
Jefferies Group-5.125%,4/13/18	101,707	105,461
JP Morgan Chase-6.3%,4/23/19	108,939	116,158
Key Bank NA-4.625%,6/15/18	99,632	104,590
Lincoln National Corp-6.25%,2/15/20	107,718	116,030
Lloyds TSB Bank-4.875%.1/21/16	100,225	104,060
Lorillard Tobacco Settle-6.875%,5/1/20	216,971	235,576
Merrill Lynch-5.7%,5/2/17	204,217	216,202
Moody's Corp-5.5%,9/1/20	105,641	113,545
Morgan Stanley-5.625%,9/23/19	208,749	225,758
Nationwide Fin'l-6.75%,5/15/67	174,000	209,200
Peabody Energy-6.5%,9/15/20	96,294	78,075
Pitney Bowes-4.75%,5/15/18	200,864	212,942
Pitney Bowes-5.6%,3/15/18	207,007	217,398
Protective Life-6.4%,1/15/18	104,852	111,306
Royal Bank of Scotland-5.65%,8/24/20	102,107	113,870
Transocean-6.5%,11/15/20	110,826	94,409
UBS AG Stamford-5.75%,4/25/18	104,194	112,205
Weyerhaeuser-7.375%,10/1/19	107,807	119,302
Credit Suisse FB USA-6%,2/15/18	704,106	750,735
Alcoa-5.4%,4/15/21	105,845	108,303
Bank of America-5.49%,3/15/19	215,850	221,304
Bank of America-6.75%,8/15/19	110,094	113,493
Barclays Bank-6.05%,12/4/17	211,975	219,920
Barclays Bank-6.278%,12/29/49
Best Buy-5.5%,3/15/21	100,691	104,000
BNP Paribas-5%,1/15/21	204,799	226,204
Century Link Inc-6.45%,6/15/21	221,159	214,500
Ford Motor Credit-5.875%,8/2/21	112,419	115,779
Ford Motor Credit-4.25%,9/20/22	204,753	212,214
GE Capital Corp-5.75%.2/15/23	34,895	34,174
Goldman Sachs Group-4.85%,5/15/22	53,005	53,552
Goldman Sachs Group-5%,5/15/22	87,287	86,724
Goldman Sachs Group-5%,6/15/23	108,394	108,474
Goldman Sachs Group-6%,12/15/23	58,496	57,695
Hewlett Packard-4.3%,6/1/21	581,288	631,740
Hewlett Packard-4.65%,12/9/21	311,271	315,877
Ingram Micro Inc-5%,8/10/22	518,506	531,115
Lloyds TSB Bank-6.5%,9/14/20	544,157	578,875
Morgan Stanlry-5.75%,1/25/21	54,536	57,397
Morgan Stanlry-4.875%,11/1/22	617,352	637,248
Nordea Bank Reg-S-4.875%,5/13/21	203,582	218,880
Rabobank Nederland-3.95%,11/9/22	511,122	509,315
Royal Bank of Scotland-6.4%,10/21/19	104,370	116,015
Sociele Generale-5.2%,4/15/21	545,811	568,200
Tyson Foods Inc-4.5%,6/15/22	266,654	270,673
Weatherford Int'l-4.5%,4/15/22	154,993	133,504
Weyerhaeuser Co-7.125%,7/15/23	591,896	600,022
Wyndham Worldwide-4.25%,3/1/22	104,606	102,137
American Tower-5%,2/15/24	209,988	212,094
Avon Products-5%,3/15/23	320,227	267,750
Bank of America-5.2%,5/29/53	256,275	230,937
Barclays Bank-10.17%,6/21/21	1,253,858	1,352,250
Barrick Gold Corp-3.85%,4/1/22	473,824	481,170
Citigroup Inc-5.95%,1/30/23	319,654	295,500
Citigroup Inc-3.5%,5/15/23	177,732	194,698
Citigroup Inc-5.35%,5/15/23	514,400	461,250
Citigroup Inc-5.5%,9/13/25	1,569,081	1,571,230
Expedia Inc-5.95%,8/15/20	216,560	223,494
Ford Motor Credit-8.875%,1/15/22	128,722	129,938
Ford Motor Co Debenture-7.125%,11/15/25	543,853	553,000
GE Capital Corp-5.55%,3/15/23	58,831	57,406
Genworth Holdings Inc-4.9%,8/15/23	998,682	805,700
Goldman Sachs Group-5.25%,8/15/24	223,132	219,346
Goldman Sachs Group-5.95%,1/15/27	683,399	686,490
Hewlett Packard-4.375%,9/15/21	217,047	220,181
Indiana Bell Tel-7.3%,8/15/26	306,153	322,384
ING Bank NV-5.8%,9/25/23	540,837	556,550
International Game Tech-5.35%,10/15/23	372,518	352,516
JP Morgan Chase-6%,8/1/23	200,663	197,500
Leucadia National Corp-5.5%,10/18/23	508,457	512,060
Lowes Companies-6.5%,3/15/29	126,139	133,027
Merrill Lynch Co-6.22%,9/15/26	1,158,583	1,213,221
Morgan Stanley-4.1%,5/22/23	288,458	303,732
Oneck Inc-4.25%,2/1/22	893,767	823,725
Pacific Bell-7.125%,3/15/26	245,367	254,808
Petrobras Global-4.375%,5/20/23	599,271	520,350
Standard Chartered PLC-5.2%,1/26/24	310,184	312,420
Staples Inc-4.375%,1/12/23	654,951	641,747
Suntrust Banks-6%,2/15/26	637,605	649,269
Verizon Communications-5.15%,9/15/23	260,067	276,057
Vivendi-4.75%,4/12/22
Wachovia Bank-6.605%,10/1/25	306,853	314,451
Wynn Las Vegas-5.375%,3/15/22	725,551	710,500
Xstrata Fin'l Reg-4%,10/25/22	96,158	99,510
Zions Bancorp-7.2%,9/15/2023	102,375	105,098
ABN AMRO Bank NV-6.25%,4/27/22	225,040	226,070
Access Midsream Partner Financial	99,133	101,500
Alcoa-5.875%,2/23/22	328,388	331,833
Alcoa-5.125%,10/1/24	206,619	211,954
ALcoa-5.9%,2/1/27	111,014	108,914
Allegheny Technologies-53875%,8/15/23	329,223	306,906
American Tower Corp-3.5%,1/31/23	96,185	96,621
Assured Guaranteed-5%,7/1/24	448,158	448,350
Ball Corp-5%,3/15/22	207,667	206,000
Bank of America-4.2%,8/26/24	305,985	305,616
Barrick Gold Corp-4.1%,5/1/23	501,645	486,600
Bellsouth Telec=7%,10/1/25	123,198	121,970
BPCE SA-5.7%,10/22/23	1,305,556	1,288,524
BPCE SA-5.15%,7/21/24	323,192	309,141
Buckeye Partners LP-4.15%.7/1/23	100,942	97,458
Buckeye Partners LP-4.35%.10/15/24	100,699	98,009
Cadence Design-4.375%,10/15/24	102,787	101,604
Chesapeake Energy-5.75%,3/15/23	56,019	51,500
Citigroup Inc-6.3%,5/15/24	511,056	492,500
Citigroup Inc-4.3%,11/20/26	100,907	99,776
Constellation Brands-4.25%,5/1/23	404,210	397,000
Continental Resources-4.5%,4/15/23	100,902	95,115
Darden Restaurants-3.35%,11/1/22	148,830	143,508
Diamond Offshore-3.45%,11/1/23	96,374	92,809
DirectTV Holdings-4.45%,4/1/24	204,360	209,260
El Paso Pipeline-4.3%,5/1/24	101,635	100,194
Enbridge Inc-3.5%,6/10/24	241,418	234,838
Energizer Holdings-4.7%,5/24/22	146,049	144,994
Ensco PLC-4.5%,10/1/24	465,390	438,237
Flextronics International-5%,2/15/23	520,877	510,000
First Energy Corp-4.25%,3/15/23	301,388	309,543
Freeport McMoran-3.875%,3/15/23	296,118	282,852
General Motors-4.875%,10/2/23	157,213	160,500
General Motors-4%,4/1/25	100,676	100,250
Genworth Holdings Inc-4.8%,2/15/24	213,232	162,126
Glencore Financial Regs-4.125%,5/30/23	101,220	101,220
Goldcorp Inc-3.7%,3/15/23	171,354	170,611
Goldman Sachs Group-5.1%,8/15/25	109,604	108,376
Goldman Sachs Group-5.25%,3/15/26	265,284	264,197
Goldman Sachs Group-5.25%,6/15/27	40,761	38,878
Goldman Sachs Group-5.7%,5/10/19	209,602	202,300
GTE Calif Inc-6.75%,5/15/27	134,856	129,675
Healthsouth Corp-5.75%,11/1/24	211,034	208,000
Icahn Enter Financial-5.875%,2/1/22	208,324	200,876
Jabil Circuit Inc-4.7%,9/15/22	205,502	199,000
Jefferies Group-5.125%,1/20/23	166,789	157,561
John Hancock Life-6%,11/15/27	36,357	36,739
JP Morgan Chase-5%,7/31/19	409,996	391,376
JP Morgan Chase-6.125%,4/30/24	213,903	199,498
Juniper Networks-4.5%,3/15/24	512,418	504,705
Kerr Megee Corp-6.95%,7/1/24	122,763	122,222
Kinder Morgan Regs-5.625%,11/15/23	202,798	214,086
Kinder Morgan Regs-4.15%,11/15/23	202,901	199,488
KLA-Tencor Corp-4.65%,11/1/24	411,263	414,100
Limited Brands Inc-5.625%,2/15/22	215,283	215,000
M&T Bank Corp-6.45%,2/15/24	221,745	212,250
Macy's Retail Holdings-6.79%,7/15/27	52,881	52,610
Morgan Stanley-5.45%,7/15/19	519,816	500,900
Morgan Stanley-5%,11/24/25	1,036,460	1,040,442
Motorola Inc-6.5%,9/1/25	120,778	116,474
Murphy Oil Corp-4%,6/1/22	98,227	91,925
Nationsbank Corp-7.25%,10/15/25	242,773	245,306
Newmont Mining-3.5%,3/15/22	482,460	469,875
Noble Holding Int'l-3.95%,3/15/22	392,432	344,000
Nustar Logistics-4.75%,2/1/22	103,275	92,000
Old Republic Int'l-4.875%,10/1/24	211,741	208,774
Oneok Partners LP-5%,9/15/23	107,737	104,481
Pitney Bowes-4.625%,3/15/24	768,544	767,708
QVC-4.85%,4/1/24	212,000	203,656
Qwest Diagnostic-4.25%,4/1/24	254,369	257,650
Rabobank Nederland-4.625%,12/1/23	103,889	105,745
Rowan Companies-4.875%,6/1/22	104,208	97,308
Seagate HDD Cayman-4.75%,6/1/23	105,841	103,865
Seagate HDD Cayman-4.75%,1/1/25	259,824	258,053
Societe Generale-5%,1/17/24	52,990	50,412
Southwest Bank-6.565%,12/15/27	185,532	186,777
Steel Dynamics-5.25%,4/15/23	206,879	203,000
Stifel Financial-4.25%,7/18/24	253,920	251,483
Synchrony Financial-4.25%,8/15/15	204,847	205,226
Tech Resources-3.75%,2/1/23	197,031	179,258
Tesoro Corp-5.375%,10/1/22	259,455	253,125
Time Warner Enter-8.375%,3/15/23	117,971	134,589
Toll Brothers Fin'l-5.875%,2/15/22	109,247	106,750
Toll Brothers Fin'l-4.375%,4/15/23	202,671	196,000
Toll Brothers Fin'l-5.625%,1/15/24	213,016	211,000
Transocean Inc-3.8%,10/15/22	586,391	492,000
Union Carbide-7.5%,6/1/25	98,950	106,138
URS Corporation-5%,4/1/22	309,548	282,000
Verisign Inc-4.625%,5/1/23	401,830	392,000
Wells Fargo-5.9%,6/15/24	219,544	201,500
Williams Co-3.7%,1/15/23	631,655	583,758
Xerox Corp-3.8%,5/15/24	99,092	98,074
XL Capital Ltd-6.25%,5/15/27	122,737	118,980
Zions Bancorp-4.5%,6/13/23	103,057	105,573
Zurich Insurance-7.125%,10/15/23	93,695	95,018

- TIN:

TY 2014 InvestmentsCorpStockSchedule

Name:

The Brunckhorst Foundation

EIN: 23-7000850

Software ID:14000265

Software Version:2014v5.0

Name of Stock	End of Year Book Value	End of Year Fair Market Value
Barclays Bank PLC-8.125%-Pfd BCS.D	200,903	208,640
ING Group-7.375%-PFD	354,580	437,580
Bristol Myers Squibb	335,339	531,270
Duke Energy Corp
Verizon Communications	304,076	327,460
Aegon NV-6.375%-Pfd	236,181	255,000
Aegon NV-7.25%-Pfd
Bank of America-6.625%-Pfd BAC.I	118,540	131,200
Barclays Bank PLC-7.1%-Pfd Ser 3 A	98,529	103,240
Deutsch Bank Ctg't-6.55%-Pfd	121,470	131,200
HSBC Holding PLC-6.2%-Pfd	590,007	642,500
A T & T Inc	436,169	470,260
Dominion Resources Inc	235,016	307,600
Dow Chemical Co
Dupont EI De Nemours	292,914	443,640
Glaxo Smithkline PLC
Johnson & Johnson	442,129	637,877
JP Mprgan Chase	456,424	813,540
Nextera Energy Inc	398,156	744,030
Blackrock Inc	308,946	500,584
Eli Lilly & Co	385,308	620,910
General Electric	529,040	682,290
Kimberly Clark Corp	401,007	462,160
Lockheed Martin Corp	394,670	770,280
Pfizer Inc	301,200	373,800
Procter & Gamble	378,333	455,450
Wells Fargo & Co	301,308	493,380
BB&T Corp-5.2%-Pfd F	127,006	113,550
BB&T Corp-5.625%-Pfd E	125,000	120,950
BB&T Corp-5.85%-Pfd-D	234,588	225,450
Charles Schwab-6%-Pfd B	108,761	102,400
First Republic Bank-6.7%-Pfd A	125,000	131,500
Goldman Sachs Group-5.95%-PFD I	383,671	371,100
JP Morgan Chase-5.5%-Pfd O	248,669	240,500
PNC Financial Services-5.375%-Pfd O	248,620	239,100
Public Storage-5.625%-Pfd U	200,000	196,240
Public Storage-5.75%-Pfd T	125,000	123,650
Suntrust Banks-5.875%-Pfd E	125,000	120,065
Wells Fargo Global Notes-5.125%-Pfd	244,636	230,400
Amazon.Com
Ameren Corp	326,616	461,300
Apple Inc	308,992	331,140
Biogen Idec Inc
Blackstone Group LP	241,208	304,470
Boeing Co	247,331	259,960
Caterpillar Inc
Chevron Corp
Clorox Co
Costco Wholesale Corp
CSX Corp	235,364	253,610
Cummins Inc
Deere & Co	167,932	176,940
Exxon Mobil Corp
Fedex Corp
General Mills
Gilead Science	281,661	282,780
Honeywell Int'l Inc	483,305	519,584
HSBC CI SPX 5.5%	3,000,000	2,880,000
HSBC Holdings PLC ADR
IBM Corp
Mastercard Inc-Cl A
MetLife Inc
Schlumberger Ltd
Starbucks Corp
Union Pacific Corp
United Technologies Corp	223,270	230,000
Visa Inc-CL A
Walgreen Co	215,977	266,700
Whole Foods Markets Inc
BB&T Corp-5.2%-PFD G	125,000	114,800
Citigroup Inc-5.8%-PFD C	701,500	668,560
Citigroup Inc-6.875%-PFD K	125,000	132,900
Citigroup Inc-7.125%-PFD J	250,000	271,200
Gulf Power Co-5.6%-PFD A	100,000	95,139
JP Morgan Chase-5.45%-PFD P	325,000	308,100
Morgan Stanley-6.875%-PFD F	375,000	399,150
Morgan Stanley-7.125%-PFD E	375,000	413,250
Public Storage-5.2%-PFD W	125,000	114,750
Public Storage-5.2%-PFD X	125,000	115,585
SCE Trust II-5.1%-PFD G	125,000	113,700
US Bancorp-5.15%-PFD H	125,000	117,150
Wells Fargo-5.85%-PFD Q	324,701	333,450
Abbvie Inc	120,073	130,880
Amgen Corp	222,455	238,935
Anheuser Busch Inbev	284,648	280,800
Cisco Systems Inc	106,799	125,167
Comcast Corp-CL A	207,139	232,040
General Dynamics Corp	355,813	412,860
Home Depot	361,443	409,383
JPM Contingent Income SPX-4.6%	3,000,000	2,832,000
Marriott Int'l	402,793	468,180
Merck & Co	284,102	283,950
Microsoft Corp	305,053	325,150
Novartis AG	333,029	324,310
Sherwin Williams Company	333,667	394,560
Walt Disney Co	265,426	282,570
Allstate NV-6.375%-Pfd AEH	125,000	131,650
Bank of America-6.625%-Pfd BAC.W	125,401	127,835
Citigroup Inc-6.875%-Pfd L	125,000	131,145
Commerce Bancshares-6.2%-Pfd B	125,000	127,050
JP Morgan Chase-6.3%-Pfd W	125,000	127,800
JP Morgan Chase-6.7%-Pfd T	125,000	132,100
JP Morgan Chase-6.375%-Pfd I	250,000	253,100
Morgan Stanley-6.625%-Pfd G	125,000	127,535
Northern Trust-5.85%-Pfd C	125,000	125,200
State Street Corp-6%-Pfd E	125,000	126,200
Wells Fargo & Co-6%-Pfd T	125,000	126,900
Wells Fargo RL Estate-6.375%-Pfd A	50,000	50,700

- TIN:

TY 2014 InvestmentsGovtObligationsSch

Name:

The Brunckhorst Foundation

EIN: 23-7000850

Software ID:14000265

Software Version:2014v5.0

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:

247,995

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

256,427

- TIN:

TY 2014 InvestmentsOtherSchedule2

Name:

The Brunckhorst Foundation

EIN: 23-7000850

Software ID:14000265

Software Version:2014v5.0

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
Morgan Stanley Cap Tr-6.45%	AT COST	563,628	629,830
Corts GS Cap I-6%	AT COST	114,687	127,400
Goldman Sachs-6.125%,11/1/60	AT COST	372,813	387,900
Brookfield Global Inc	AT COST
DTE Energy Ser-6.5%,12/1/61	AT COST	250,000	260,700
KKR Fin'l Holdings-8.375%,11/15/41	AT COST	250,000	277,600
Allianceber Equity Inc A	AT COST	250,000	275,630
JP Morgan Equity Inc A	AT COST	250,000	333,491
Affiliated Managers-5.25%,10/15/22	AT COST	125,000	128,500
AFLAC Inc-5.5%,9/15/52	AT COST	125,000	122,800
Comcast Corp-5%,12/15/61	AT COST	125,000	126,700
Entergy Arkansas-4.9%,12/1/52	AT COST	238,471	233,200
GE Capital Corp-4.875%,10/15/52	AT COST	150,000	148,560
Nextera-5.125%,11/15/72	AT COST	251,600	227,400
Stanley Blacker Ser I-5.7%,7/25/52	AT COST	125,000	126,300
First Trust MLP & Energy	AT COST
DWS RREEF GLB Infrastructure-C	AT COST
Duke Energy Corp-5.125%,1/15/73	AT COST	125,000	124,450
Entergy Arkansas-4.75%,6/1/63	AT COST	125,000	111,700
Entergy Louisiana LLC-4.7%,6/1/63	AT COST	125,000	110,220
GE Capital Corp-4.7%,5/16/53	AT COST	125,000	118,150
GE Capital Corp-4.875%,1/29/53	AT COST	125,000	124,050
Nextera Energy Cap-5%,1/15/73	AT COST	100,000	89,320
Nuveen Conn-2.65%,3/1/15	AT COST
Nuveen Mass-2.65%,3/1/15	AT COST
Prudential Fin'l-5.7%,3/15/53	AT COST	125,000	124,900
Qwest Corp-6.125%,6/1/53	AT COST	178,506	168,700
WR Berkley Corp-5.625%,4/30/53	AT COST	257,659	237,600
Zions Bancorp-6.95%,9/15/28	AT COST	253,506	273,900
SPDR S&P Dividend	AT COST	304,773	354,600
Vanguard European MSCI ETF	AT COST
Deutsche GLB Infrastructure-C	AT COST	423,083	494,105
Qwest Corp-6.875%,10/1/54	AT COST	125,000	128,200
Stifel Fin'l-5.375%,12/31/22	AT COST	77,571	77,100
Verizon Communications-5.9%,2/15/54	AT COST	125,000	130,900
Health Care Set Sect SPDR	AT COST	238,369	273,520
Ishares Nasdaq BioTech ETF	AT COST	102,725	121,340
Ishares Select Div ETF	AT COST	366,974	397,000
SPDR Trust Ser 1	AT COST	464,870	513,850
Unit AAM Balanced 2012-2	AT COST
Unit AAM Inflation Inc Strategy	AT COST
Unit AAM Preferred Inc Opp'y 2 Yr	AT COST
Unit AAM Hartford Global Div Strat	AT COST
Unit Guggenheim MLP 2	AT COST	194,183	181,548
Unit AAM Balanced 2014-1	AT COST	114,255	106,218
Unit AAM Hartford Global Div #14	AT COST	216,320	218,725
Unit AAM Inflation Inc 14-1	AT COST	100,949	97,253

- TIN:

TY 2014 LegalFeesSchedule

Name:

The Brunckhorst Foundation

EIN: 23-7000850

Software ID:14000265

Software Version:2014v5.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
McDermott Will & Amery	5,105	0	0	5,105

- TIN:

TY 2014 OtherExpensesSchedule

Name:

The Brunckhorst Foundation

EIN: 23-7000850

Software ID:14000265

Software Version:2014v5.0

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Filing Fees	1,500		1,500
Public Notice	140		140
Service Charges	415	415

- TIN:

TY 2014 OtherLiabilitiesSchedule

Name:

The Brunckhorst Foundation

EIN: 23-7000850

Software ID:14000265

Software Version:2014v5.0

Description	Beginning of Year - Book Value	End of Year - Book Value
Unrelated Business Tax Payable	13,983	50,477
Rounding		1

- TIN:

TY 2014 OtherProfessionalFeesSchedule

Name:

The Brunckhorst Foundation

EIN: 23-7000850

Software ID:14000265

Software Version:2014v5.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Kandel & Company-Management	55,000	49,500	0	5,500

- TIN:

TY 2014 SubstantialContributorsSch

Name:

The Brunckhorst Foundation

EIN: 23-7000850

Software ID:14000265

Software Version:2014v5.0

Name	Address
Barbara Brunckhorst	2700 N Ocean Drive Riviera Beach,FL33404
Lillian Edith Brunckhorst 2002 Tr	6800 Jericho Tpke-Ste 206E Syosset,NY11791
Barbara Brunckhorst 2010 Trust	2700 N Ocean Drive Riviera Beach,FL33404

- TIN:

TY 2014 TaxesSchedule

Name:

The Brunckhorst Foundation

EIN: 23-7000850

Software ID:14000265

Software Version:2014v5.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Excise Tax -'14	102,522
Unrelated Business Tax-'14	436,277