Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
BRANSON FAMILY FOUNDATION
 
% Kenneth Branson
Number and street (or P.O. box number if mail is not delivered to street address)701 LOS NINOS WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ALTOS, CA940221508
A Employer identification number

20-4963649
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,503,566J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 514,014 514,014  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 819,090
b Gross sales price for all assets on line 6a 11,600,083
7 Capital gain net income (from Part IV, line 2)... 819,090
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........ 1,333,104 1,333,104  
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 26,993 0   85
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 64,012 64,012   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 91,005 64,012   85
25 Contributions, gifts, grants paid....... 1,061,000 1,061,000
26 Total expenses and disbursements. Add lines 24 and 25 1,152,005 64,012   1,061,085
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 181,099
b Net investment income (if negative, enter -0-) 1,269,092
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 0 0 0
2 Savings and temporary cash investments......... 268,933 578,692 578,692
3 Accounts receivable bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
4 Pledges receivable bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
5 Grants receivable................. 0 0 0
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 0 0 0
9 Prepaid expenses and deferred charges.......... 0 0 0
10a Investments—U.S. and state government obligations (attach schedule) 920,392 Click to see attachment2,202,200 2,202,200
b Investments—corporate stock (attach schedule)....... 13,162,064 Click to see attachment13,361,148 13,361,148
c Investments—corporate bonds (attach schedule)....... 4,200,183 Click to see attachment3,361,526 3,361,526
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 0 0 0
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment35,390 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,586,962 19,503,566 19,503,566
Liabilities 17 Accounts payable and accrued expenses.......... 63,273 81,015
18 Grants payable................. 0 10,000
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)......... 63,273 91,015
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 18,523,689 19,412,551
25 Net assets with donor restrictions............ 0 0
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 18,523,689 19,412,551
30 Total liabilities and net assets/fund balances (see instructions). 18,586,962 19,503,566
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,523,689
2
Enter amount from Part I, line 27a .....................
2
181,099
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
707,763
4
Add lines 1, 2, and 3 ..........................
4
19,412,551
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 29 .
6
19,412,551
Form 990-PF (2020)
Form 990-PF (2020)
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 Publicly Traded Securities - VANGUARD TOTAL INTL BND-ADM      
b Publicly Traded Securities - Vanguard Strategic Equity Fund      
c Publicly Traded Securities - Vanguard Small-Cap Index Fund Admiral Shares      
d Publicly Traded Securities - Vanguard International Growth Fund Investor Shares      
e Publicly Traded Securities - Vanguard Growth Index Fund Admiral Shares      
Publicly Traded Securities - Vanguard Emerging Markets Stock Index Fund Admiral Shares      
Publicly Traded Securities - THE WINTON FUND LIMITED TRANCHE B      
Publicly Traded Securities - SPDR S&P 500 ETF TRUST      
Publicly Traded Securities - SIX CIRCLES ULTRA SHORT DURATION      
Publicly Traded Securities - SIX CIRCLES U.S. UNCONSTRAINED      
Publicly Traded Securities - SIX CIRCLES U.S. UNCONSTRAINED      
Publicly Traded Securities - SCHWAB U.S. TIPS ETF      
Publicly Traded Securities - PRIMECAP ODYSSEY STOCK FD      
Publicly Traded Securities - PIMCO INVESTMENT GRADE CORPORATE      
Publicly Traded Securities - NEUBERGER BER MU/C OPP-INS      
Publicly Traded Securities - MFS INTL VALUE-R6      
Publicly Traded Securities - LAKEWOOD CAPITAL OFFSHORE FUND,      
Publicly Traded Securities - JPMORGAN BETABUILDERS JAPAN - ETF      
Publicly Traded Securities - JPMORGAN BETABUILDERS EUROPE - ETF      
Publicly Traded Securities - JPMORGAN BETABUILDERS EUROPE - ETF      
Publicly Traded Securities - JPM CORE PLUS BD FD - R6      
Publicly Traded Securities - JPM CORE PLUS BD FD - R6      
Publicly Traded Securities - JPM CORE PLUS BD FD - R6      
Publicly Traded Securities - ISHARES BARCLAYS 7-10 YEAR TREASURY      
Publicly Traded Securities - ISHARES BARCLAYS 7-10 YEAR TREASURY      
Publicly Traded Securities - HARTFORD INTL VAL FD - CL F      
Publicly Traded Securities - FIDELITY INTERNATIONAL INDEX FUND      
Publicly Traded Securities - FIDELITY 500 INDEX FD-AI      
Publicly Traded Securities - DOUBLELINE TOTAL RET BD-I      
Publicly Traded Securities - ARTISAN INTERNATIONAL FUND - INST      
(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 543,391 0 526,030 17,361
b 50,157 0 49,656 501
c 44,852 0 25,235 19,617
d 9,651 0 9,049 602
e 96,430 0 35,506 60,924
10,000 0 12,775 -2,775
174,786 0 191,095 -16,309
2,815,295 0 2,178,996 636,299
90,000 0 90,542 -542
200,000 0 148,942 51,058
230,000 0 187,626 42,374
185,142 0 175,329 9,813
120,958 0 114,161 6,797
326,114 0 327,322 -1,208
106,415 0 128,975 -22,560
35,000 0 21,348 13,652
175,000 0 175,000 0
104,594 0 118,505 -13,911
61,126 0 56,715 4,411
174,958 0 195,718 -20,760
416,334 0 381,156 35,178
900,000 0 833,002 66,998
340,610 0 317,026 23,584
302,898 0 262,891 40,007
72,095 0 62,361 9,734
75,002 0 87,558 -12,556
269,325 0 354,389 -85,064
956,964 0 1,010,000 -53,036
322,296 0 340,060 -17,764
146,041 0 156,589 -10,548
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 0 0 0 17,361
b 0 0 0 501
c 0 0 0 19,617
d 0 0 0 602
e 0 0 0 60,924
0 0 0 -2,775
0 0 0 -16,309
0 0 0 636,299
0 0 0 -542
0 0 0 51,058
0 0 0 42,374
0 0 0 9,813
0 0 0 6,797
0 0 0 -1,208
0 0 0 -22,560
0 0 0 13,652
0 0 0 0
0 0 0 -13,911
0 0 0 4,411
0 0 0 -20,760
0 0 0 35,178
0 0 0 66,998
0 0 0 23,584
0 0 0 40,007
0 0 0 9,734
0 0 0 -12,556
0 0 0 -85,064
0 0 0 -53,036
0 0 0 -17,764
0 0 0 -10,548
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 2 819,090
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 37,213
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 17,640
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 17,640
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,640
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 17640 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 17,640
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    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 2020 or the taxable year beginning in 2020? See the 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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullethttp://www.bransonfamilyfoundation.bravesites.com
    14
    The books are in care ofbulletKen Branson Telephone no.bullet (650) 823-6177

    Located atbullet701 Los Ninos WayLos AltosCA ZIP+4bullet94022
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part 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 instructions ........
    1b
     
     
    ........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 2020?.............
    1c
     
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Cheryl Branson President and Director
    0.00     		0 0 0
    701 Los Ninos Way
    Los Altos,CA94022
    Ken Branson CFO and Director
    0.25     		0 0 0
    701 Los Ninos Way
    Los Altos,CA94022
    Cynthia Lamparter Director
    0.00     		0 0 0
    720 Curtis St
    Albany,CA94706
    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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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  
    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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    17,746,783
    b
    Average of monthly cash balances.......................
    1b
    736,590
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,483,373
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    18,483,373
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    277,251
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,206,122
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    910,306
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    910,306
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    17,640
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    17,640
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    892,666
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    892,666
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    892,666
    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
    1,061,085
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,061,085
    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
    1,061,085
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 892,666
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 19,605
    fTotal of lines 3a through e........ 19,605
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,061,085
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 892,666
    e Remaining amount distributed out of corpus 168,419
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 188,024
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		188,024
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 19,605
    e Excess from 2020.... 168,419
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    American Red Cross
    431 18th Street NW
    Washington,DC20006     		  N/A Humanitarian aid 30,000
    CARE
    151 Ellis St NE
    Atlanta,GA30303     		  N/A Humanitarian aid 75,000
    Doctors Without Borders
    40 Rector St 16th Floor
    New York,NY10006     		  N/A Humanitarian aid 75,000
    International Rescue Committee
    PO Box 6068
    Albert Lea,MN56007     		  N/A Humanitarian aid 75,150
    PATH
    2201 Westlake Ave Suite 200
    Seattle,WA98109     		  N/A Medical research 5,000
    Mercy Corp
    PO Box 80020
    Prescott,AZ86304     		  N/A Humanitarian aid 50,000
    Camfed USA Federation
    466 Geary St 400
    San Francisco,CA94102     		  N/A Humanitarian aid 5,000
    Heifer International
    1 World Ave
    Little Rock,AR72202     		  N/A Humanitarian aid 10,000
    Hesperian Health Guides
    1919 Addison St Suite 304
    Berkeley,CA94704     		  N/A Education 2,000
    One Acre Fund
    81 Prospect St
    Brooklyn,NY11201     		  N/A Economic development 30,000
    OneGoal
    PO Box 734137
    Chicago,IL60673     		  N/A Education 5,000
    Room To Read
    465 California St 1000
    San Francisco,CA94104     		  N/A Education 30,000
    TechnoServe
    1777 N Kent St 1100
    Arlington,VA22209     		  N/A Economic development 70,000
    Village Enterprise
    1161 Cherry St G
    San Carlos,CA94070     		  N/A Economic development 100,000
    Apne App International
    FDR Station
    New York,NY10022     		  N/A Women's health, rights, and economic development 2,000
    Shared Hope International
    12500 SE 2nd Cir 125
    Vancouver,WA98684     		  N/A Women's health, rights, and economic development 5,000
    Global Fund for Women
    800 Market St 7th Floor
    San Francisco,CA94102     		  N/A Women's health, rights, and economic development 10,000
    IPPF Worldwide
    1129 20th St NW 4th Floor
    Washington,DC20036     		  N/A Women's health, rights, and economic development 15,000
    Next Door
    234 East Gish Rd Suite 200
    San Jose,CA95112     		  N/A Women's health, rights, and economic development 10,000
    Planned Parenthood
    123 William St 10th Floor
    New York,NY10038     		  N/A Women's health, rights, and economic development 30,000
    Population Services International
    1120 19th St NW Suite 600
    Washington,DC20036     		  N/A Women's health, rights, and economic development 25,000
    Tostan
    718 7th St NW 2nd Floor
    Washington,DC20001     		  N/A Women's health, rights, and economic development 10,000
    Glide Foundation
    330 Ellis St
    San Francisco,CA94102     		  N/A Homelessness 30,000
    Bay Area Rescue Mission
    PO Box 1112
    Richmond,CA94802     		  N/A Homelessness 550
    Downtown Streets Team
    1671 The Alameda Suite 306
    San Jose,CA95126     		  N/A Homelessness 15,000
    Feeding America
    161 North Clark St Suite 700
    Chicago,IL60601     		  N/A Humanitarian aid 70,000
    Second Harvest
    750 Curtner Ave
    San Jose,CA95125     		  N/A Humanitarian aid 35,000
    Anti-Recidivism Coalition
    1320 East 7th St Suite 260
    Los Angeles,CA90021     		  N/A Racial justice 5,000
    BVM Capacity Building Institute
    3390 Stonewall Tell Rd
    Atlanta,GA30349     		  N/A Racial justice 5,000
    Cypress Mandela
    977 66th Ave
    Oakland,CA94621     		  N/A Economic development 5,000
    Ella Baker Center for Human Rights
    1419 34th Ave Suite 202
    Oakland,CA94601     		  N/A Human rghts 5,000
    Equal Justice Initiative
    122 Commerce St
    Montgomery,AL36104     		  N/A Racial justice 5,000
    Human Rights Watch
    350 Fifth Ave 34th Floor
    New York,NY10118     		  N/A Human rights 10,000
    Movement for Black Lives
    1624 Franklin St 1022
    Oakland,CA94612     		  N/A Racial justice 5,000
    Southern Center for Human Rights
    83 Poplar St NW
    Atlanta,GA30303     		  N/A Human rights 25,000
    National Parks Foundation
    1110 Vermont Ave NW Suite 200
    Washington,DC20005     		  N/A Environmental protection 5,000
    California State Parks Foundation
    33 Montgomery St Suite 520
    San Francisco,CA94105     		  N/A Environmental protection 5,000
    Regional Parks Foundation
    PO Box 21074 Crestmont Station
    Oakland,CA94620     		  N/A Environmental protection 5,000
    Peninsula Open Space Trust
    222 High St
    Palo Alto,CA94301     		  N/A Environmental protection 5,000
    Marine Mammal Center
    2000 Bunker Rd
    Sausalito,CA94965     		  N/A Environmental protection 150
    Ceres
    99 Chauncy St 6th Floor
    Boston,MA02111     		  N/A Environmental protection 50,000
    Energy Foundation
    301 Battery St 5th Floor
    San Francisco,CA94111     		  N/A Environmental protection 20,000
    Environmental Defense Fund
    257 Park Ave S
    New York,NY10010     		  N/A Environmental protection 61,000
    World Wildlife Fund
    1250 24th St NW
    Washington,DC20090     		  N/A Environmental protection 25,000
    Humane Society of Silicon Valley
    901 Ames Ave
    Milpitas,CA95035     		  N/A Animal protection 150
    Total .................................bullet 3a 1,061,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    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 ...........     		         
    4 Dividends and interest from securities....   0 14 514,014 0
    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 ............     		  0 18 819,090 0
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,333,104 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,333,104
    (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 (2020)
    Form 990-PF (2020)
    Page 13
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 17,640


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    BRANSON FAMILY FOUNDATION
    EIN:
    20-4963649
    Software ID:
    20012075
    Software Version:
    V1.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    See Cap Gains Schedule 2019-03 Purchase 2020-03   11,600,083 10,780,993   0 11,600,083 0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BRANSON FAMILY FOUNDATION
    EIN:
    20-4963649
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BLACKROCK HIGH YIELD PORTFOLIO 538,543 538,543
    DOUBLELINE TOTAL RET BD-I 0 0
    HARBOR HIGH YIELD BOND-RET 510,729 510,729
    JPM CORE PLUS BD FD - R6 0 0
    PIMCO INVESTMENT GRADE CORPORATE 0 0
    PIMCO Total Return ESG 865,115 865,115
    SCHWAB U.S. TIPS ETF 0 0
    TIAA-CREF CORE IMPCT BD-INST 477,926 477,926
    VANGUARD MORTGAGE-BACKED SEC 349,888 349,888
    VANGUARD TOTAL INTL BND-ADM 475,660 475,660
    Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 20,583 20,583
    Vanguard Long-Term Investment-Grade Fund Investor Shares 23,133 23,133
    Vanguard Total Bond Market Index Fund Admiral Shares 99,949 99,949

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BRANSON FAMILY FOUNDATION
    EIN:
    20-4963649
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ARTISAN INTERNATIONAL FUND - INST 0 0
    BRIDGEWATER PRIVATE INVESTORS 2 202,259 202,259
    CALVERT EMERG MRKTS EQTY-R6 390,941 390,941
    CALVERT EQUITY FUND-R6 425,562 425,562
    FIDELITY 500 INDEX FD-AI 0 0
    FIDELITY INTERNATIONAL INDEX FUND 0 0
    GCM GROSVENOR ADVANCE FEEDER FUND, 23,135 23,135
    GLOBAL ACCESS PE VINTAGE 2014 LP 125,894 125,894
    HARTFORD INTL VAL FD - CL F 0 0
    ISHARES MSCI USA ESG SELECT 793,922 793,922
    ISHARES TRUST ISHARES ESG MS 3,703,505 3,703,505
    ISHARES TRUST ISHARES ESG MSCI EAFE 226,862 226,862
    JPM BETABUILDERS DEVELOPED ASIA EX- 184,197 184,197
    JPMORGAN BETABUILDERS CANADA ETF 214,801 214,801
    JPMORGAN BETABUILDERS EUROPE - ETF 357,269 357,269
    JPMORGAN BETABUILDERS JAPAN - ETF 487,732 487,732
    LAKEWOOD CAPITAL OFFSHORE FUND, 176,141 176,141
    MARINER ATLANTIC, LTD. CLASS N 304,673 304,673
    MFS INTL VALUE-R6 189,685 189,685
    NEUBERGER BER MU/C OPP-INS 0 0
    NEWBROOK CAPITAL OFFSHORE FUND LTD. 220,077 220,077
    OCH-ZIFF OZOFII PRIVATE INVESTORS 1 0 0
    PARNASSUS CORE EQUITY-INST 605,662 605,662
    PRIMECAP ODYSSEY STOCK FD 0 0
    ROSE GROVE OFFSHORE FUND I LTD 1 340,380 340,380
    SCULPTOR OF II PRIVATE INVESTORS 270,348 270,348
    SIX CIRCLES INTERNATIONAL 705,206 705,206
    SIX CIRCLES U.S. UNCONSTRAINED 1,339,507 1,339,507
    SPDR S&P 500 ETF TRUST 0 0
    THE WINTON FUND LIMITED TRANCHE B 0 0
    THIRD POINT OFFSHORE FUND LTD 1 321,695 321,695
    UBS INTL SUSTAIN EQTY-P 215,956 215,956
    VINTAGE 2015 PRIVATE INVESTMENTS, 425,716 425,716
    VINTAGE 2016 PRIVATE INVESTMENTS, 398,801 398,801
    VINTAGE 2017 PRIVATE INVESTMENTS, 320,587 320,587
    VINTAGE 2018 PRIVATE INVESTMENTS, 179,272 179,272
    VINTAGE 2019 PRIVATE INVESTMENTS 65,334 65,334
    VINTAGE 2020 PRIVATE INVESTMENTS 10,157 10,157
    Vanguard Emerging Markets Stock Index Fund Admiral Shares 25,806 25,806
    Vanguard Growth Index Fund Admiral Shares 0 0
    Vanguard International Growth Fund Investor Shares 31,357 31,357
    Vanguard International Value Fund 28,147 28,147
    Vanguard Small-Cap Index Fund Admiral Shares 0 0
    Vanguard Strategic Equity Fund 0 0
    Vanguard Value Index Fund Admiral Shares 50,562 50,562

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    BRANSON FAMILY FOUNDATION
    EIN:
    20-4963649
    Software ID:
    20012075
    Software Version:
    V1.0
    US Government Securities - End of Year Book Value:

    2,202,200
    US Government Securities - End of Year Fair Market Value:

    2,202,200
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsLandSchedule2
    Name:
    BRANSON FAMILY FOUNDATION
    EIN:
    20-4963649
    Software ID:
    20012075
    Software Version:
    V1.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land     0 0
    Buildings     0 0
    Leasehold improvements     0 0
    Equipment     0 0

    TY 2020 OtherAssetsSchedule
    Name:
    BRANSON FAMILY FOUNDATION
    EIN:
    20-4963649
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Receivable from bank 35,390 0 0


    TY 2020 OtherExpensesSchedule
    Name:
    BRANSON FAMILY FOUNDATION
    EIN:
    20-4963649
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JP Morgan Investment Mgmt Fees 43,063 43,063 0 0
    Private equity investment expenses 20,949 20,949 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    BRANSON FAMILY FOUNDATION
    EIN:
    20-4963649
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    Unrealized gain on investments 707,763


    TY 2020 TaxesSchedule
    Name:
    BRANSON FAMILY FOUNDATION
    EIN:
    20-4963649
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CA Franchise Tax Board filing fee 10 0 0 10
    CA Registry of Charitable Trusts 75 0 0 75
    Accrual for federal excise taxes payable 12,753 0 0 0
    Accrual for deferred federal excise taxes 14,155 0 0 0