Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE BROESCHE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6002 ROGERDALE RD 115
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX77072
A Employer identification number

35-2158155
B Telephone number (see instructions)

(713) 461-6080
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$2,383,870
J 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 12,541 12,541 12,541
4 Dividends and interest from securities... 32,665 32,665 32,665
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 56,965
b Gross sales price for all assets on line 6a 2,422,499
7 Capital gain net income (from Part IV, line 2)... 56,965
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........ 102,171 102,171 45,206
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
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)... 1,700 1,700 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 13,873 13,873 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,573 15,573 0 0
25 Contributions, gifts, grants paid....... 120,000 120,000
26 Total expenses and disbursements. Add lines 24 and 25 135,573 15,573 0 120,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -33,402
b Net investment income (if negative, enter -0-) 86,598
c Adjusted net income (if negative, enter -0-)... 45,206
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 87,520 64,296 64,296
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 486,341 Click to see attachment94,725 94,725
b Investments—corporate stock (attach schedule)....... 947,378 Click to see attachment2,010,004 2,010,004
c Investments—corporate bonds (attach schedule)....... 872,469 Click to see attachment214,845 214,845
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,393,708 2,383,870 2,383,870
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,393,708 2,383,870
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 2,393,708 2,383,870
30 Total liabilities and net assets/fund balances (see instructions). 2,393,708 2,383,870
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
2,393,708
2
Enter amount from Part I, line 27a .....................
2
-33,402
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
23,564
4
Add lines 1, 2, and 3 ..........................
4
2,383,870
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,383,870
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a CIMAREX ENERGY CO NOTE CALL MAKE WHOLE P 2020-09-10 2021-01-29
b AIR LEASE CORP SER A MTN P 2020-09-01 2021-02-02
c HCA INC. NOTE CALL MAKE WHOLE P 2020-03-31 2021-02-02
d MYLAN NV SER B NOTE P 2020-05-07 2021-02-02
e WALGREENS BOOTS ALLIANCE INC NOTE P 2020-07-28 2021-02-02
KRAFT HEINZ FOODS CO SER B NOTE P 2020-10-22 2021-02-04
JPMORGAN CAHSE & CO NOTE CALL MAKE WHOLE P 2019-03-19 2021-02-05
UNITED STATES TREAS SER AA-2021 P 2020-01-31 2021-02-12
BOARDWALK PIPELINES LP NOTE P 2020-10-22 2021-02-16
DUPONT DE NEMOURS INC NOTE P 2020-10-22 2021-02-16
EXPEDIA GROUP INC NOTE CALL MAKE WHOLE P 2021-02-09 2021-02-16
ISHARES TR MBS ETF TRD EXECUTED BY JONE P 2020-09-11 2021-02-16
KIRBY CORP NOTE CALL MAKE WHOLE P 2020-09-11 2021-02-16
MOSAIC CO NOTE CALL MAKE WHOLE P 2021-02-09 2021-02-16
SOUTHWEST AIRLS CO NOTE CALL MAKE WHOLE P 2021-06-11 2021-02-16
UNITED STATES TREAS SER AA-2021 P 2020-01-31 2021-03-01
UNITED STATES TREAS NTS NOTE P 2021-02-12 2021-03-01
UNITED STATES TREAS NTS NOTE P 2021-02-12 2021-03-01
UNITED STATES TREAS SER N-2024 P 2021-02-12 2021-03-01
ALLY FINL INC NOTE CALL MAKE WHOLE P 2020-08-31 2021-03-02
AON CORP NOTE CALL MAKE WHOLE P 2020-09-28 2021-03-02
BAT CAPITAL CORP MTN CALL MAKE WHOLE P 2020-10-22 2021-03-02
BK OF AMERICA CORP SER B NOTE P 2019-06-10 2021-03-02
BOARDWALK PIPELINES LP NOTE P 2020-10-22 2021-03-02
BROWN & BROWN INC NOTE CALL MAKE WHOLE P 2020-12-07 2021-03-02
CHARTER COMMUNICATIONS OPER P 2020-10-22 2021-03-02
CITIGROUP INC NOTE P 2021-02-03 2021-03-02
DARDEN RESUTRANTS INC NOTE P 2021-02-02 2021-03-02
DIAMONDBACK ENERGY INC NOTE P 2021-01-29 2021-03-02
DUPONT DE NEMOURS INC NOTE P 2020-10-22 2021-03-02
EXPEDIA GROUP INC NOTE CALL MAKE WHOLE P 2021-02-09 2021-03-02
GENERAL MTRS FINL CO INC NOTE P 2020-02-05 2021-03-02
ISHARES IBOXX $ INVESTMENT GRADE P 2021-09-11 2021-03-02
ISHARES TR MBS ETF EX-DIV DATE P 2020-02-11 2021-03-02
ISHARES TR MBS ETF TRD EXECUTED BY JONE P 2020-02-11 2021-03-02
JANUS DETROIT STR TR HENDERSON MTG P 2020-02-04 2021-03-02
JANUS DETROIT STR TR HENDERSON MTG P 2020-09-11 2021-03-02
KIRBY CORP NOTE CALL MAKE WHOLE P 2020-09-11 2021-03-02
MOSAIC CO NOTE CALL MAKE WHOLE P 2021-02-09 2021-03-02
OMEGA HEALTHCARE INVS INC NOTE P 2021-02-03 2021-03-02
ROPER TECHNOLOGIES INC NOTE P 2020-06-22 2021-03-02
SOUTHWEST AIRLS CO NOTE CALL MAKE WHOLE P 2020-06-11 2021-03-02
UNITED STATES TREAS NTS NOTE P 2020-01-31 2021-03-02
UNITED STATES TREAS SER AA-2021 P 2020-01-31 2021-03-02
UNITED STATES TREAS NTS NOTE P 2018-03-29 2021-03-02
UNITED STATES TREAS NTS NOTE P 2018-03-29 2021-03-02
UNITED STATES TREAS SER-F 2029 P 2020-01-31 2021-03-02
UNITED STATES TREAS SER E-2026 P 2018-03-29 2021-03-02
UNITED STATES TREAS SER N-2024 P 2020-01-31 2021-03-02
UNITED STATES TREAS SER E-2027 P 2018-03-29 2021-03-02
WESTERN DIGITAL CORP, NOTE P 2021-02-03 2021-03-02
ISHARES IBOXX $ INVESTMENT GRADE P 2021-02-16 2021-03-09
BOARDWALK PIPELINES LP NOTE P 2020-10-22 2021-03-11
BROWN & BROWN INC NOTE CALL MAKE WHOLE P 2020-12-07 2021-03-12
UNITED STATES TREAS NTS NOTE P 2020-01-31 2021-03-12
BAT CAPITAL CORP MTN CALL MAKE WHOLE P 2020-10-22 2021-03-15
UNITED STATES TREAS NTS NOTE P 2020-01-31 2021-05-04
UNITED STATES TREAS SER AA-2021 P 2020-01-31 2021-05-04
UNITED STATES TREAS NTS NOTE P 2018-03-29 2021-05-04
UNITED STATES TREAS NTS NOTE P 2018-03-29 2021-05-04
UNITED STATES TREAS SER F-2029 P 2020-01-31 2021-05-04
UNITED STATES TREAS SER E-2026 P 2018-03-29 2021-05-04
UNITED STATES TREAS SER N-2024 P 2020-01-31 2021-05-04
UNITED STATES TREAS SER E-2027 P 2018-03-29 2021-05-04
ALLY FINL INC NOTE CALL MAKE WHOLE P 2020-08-31 2021-05-05
AON CORP NOTE CALL MAKE WHOLE P 2020-09-28 2021-05-05
BK OF AMERICA CORP SER B NOTE P 2019-06-10 2021-05-05
CHARTER COMMUNICATIONS OPER P 2020-10-22 2021-05-05
CHENIERE CORPUS CHRISTI HLDGS SER B P 2020-03-15 2021-05-05
CITIGROUP INC NOTE P 2021-02-03 2021-05-05
DARDEN RESTAURANTS INC NOTE P 2021-02-02 2021-05-05
DIAMONDBACK ENERGY INC NOTE P 2021-01-29 2021-05-05
DUPONT DE NEMOURS INC NOTE P 2021-10-22 2021-05-05
ENERGY TRANSFER LP NOTE CALL MAKE WHOLE P 2021-03-15 2021-05-05
EXPEDIA GROUP INC NOTE CALL MAKE WHOLE P 2021-02-09 2021-05-05
GENERAL MTRS FINL CO INC NOTE P 2021-02-05 2021-05-05
KIRBY CORP NOTE CALL MAKE WHOLE P 2020-09-11 2021-05-05
MOSAIC CO NOTE CALL MAKE WHOLE P 2021-02-09 2021-05-05
OMEGA HEALTHCARE INVS INC NOTE P 2021-02-03 2021-05-05
ROPER TECHNOLOGIES INC NOTE P 2020-06-22 2021-05-05
SOUTHWEST AIRLS CO NOTE CALL MAKE WHOLE P 2020-06-11 2021-05-05
TAPESTRY INC NOTE CALL MAKE WHOLE P 2021-03-15 2021-05-05
WESTERN DIGITAL CORP, NOTE P 2021-02-03 2021-05-05
ISHARES TR MBS ETF P 2020-02-11 2021-05-06
JANUS DETROIT STR TR HENDERSON MTG P 2020-02-04 2021-05-06
DUPONT DE NEMOURS INC NOTE P 2020-10-22 2021-05-13
ALLY FINL INC NOTE CALL MAKE WHOLE P 2020-08-31 2021-05-28
DIAMONDBACK ENERGY INC NOTE P 2021-01-29 2021-05-28
ROPER TECHNOLOGIES INC NOTE P 2020-06-22 2021-05-28
UNITED STATES TREAS SER AA-2021 P 2020-01-31 2021-05-28
ALLY FINL INC NOTE P 2020-08-31 2021-06-01
AON CORP NOTE CALL MAKE WHOLE P 2020-09-28 2021-06-01
BK OF AMERICA CORP SER B NOTE P 2021-02-16 2021-06-01
BOEING CO NOTE CALL MAKE WHOLE P 2021-05-28 2021-06-01
CENOVUS ENERGY INC NOTE CALL MAKE WHOLE P 2021-05-28 2021-06-01
CENTENE CORP DEL SER B NOTE P 2021-06-01 2021-06-01
CHARTER COMMUNICATIONS OPER P 2020-10-22 2021-06-01
CHENIERE CORPUS CHRISTI HLDGS SER B P 2021-03-15 2021-06-01
CITIGROUP INC NOTE P 2021-02-03 2021-06-01
DARDEN RESTAURANTS INC NOTE P 2021-02-02 2021-06-01
ENERGY TRANSFER LP NOTE CALL MAKE WHOLE P 2021-03-15 2021-06-01
EXPEDIA GROUP INC NOTE CALL MAKE WHOLE P 2021-02-09 2021-06-01
GENERAL MTRS FINL CO INC NOTE P 2020-02-05 2021-06-01
ISHARES TR MBS ETF EX-DIV DATE P 2020-02-11 2021-06-01
ISHARES TR MBS ETF TRD EXECUTED BY JONE P 2020-02-11 2021-06-01
JANUS DETROIT STR TR HENDERSON MTG P 2020-02-04 2021-06-01
KIRBY CORP NOTE CALL MAKE WHOLE P 2020-09-11 2021-06-01
LENNAR CORP SER B NOTE P 2021-05-28 2021-06-01
MOSAIC CO NOTE CALL MAKE WHOLE P 2021-02-09 2021-06-01
OMEGA HEALTHCARE INVS INC NOTE P 2021-02-03 2021-06-01
SOUTHWEST AIRLS CO NOTE CALL MAKE WHOLE P 2020-06-11 2021-06-01
TAPESTRY INC NOTE CALL MAKE WHOLE P 2021-03-15 2021-06-01
TECK RESOURCES LTD SER B NOTE P 2021-06-01 2021-06-01
UNITED RENTALS NORTH AMER INC NOTE P 2021-06-01 2021-06-01
UNITED STATES TREAS NTS NOTE P 2020-01-31 2021-06-01
UNITED STATES TREAS NTS NOTE P 2018-03-29 2021-06-01
UNITED STATES TREAS NTS NOTE P 2018-03-29 2021-06-01
UNITED STATES TREAS SER F-2029 P 2020-01-31 2021-06-01
UNITED STATES TREAS SER E-2026 P 2018-03-29 2021-06-01
UNITED STATES TREAS SER N-2024 P 2020-01-31 2021-06-01
UNITED STATES TREAS SER E-2027 P 2018-03-29 2021-06-01
WESTERN DIGITAL CORP. NOTE P 2021-02-03 2021-06-01
BOEING CO NOTE CALL MAKE WHOLE P 2021-05-28 2021-08-02
DARDEN RESTAURANTS INC NOTE P 2021-02-02 2021-10-14
TAPESTRY INC NOTE CALL MAKE WHOLE P 2021-03-15 2021-11-10
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 49,562   46,541 3,021
b 50,541   47,624 2,917
c 47,162   41,234 5,928
d 46,783   43,380 3,403
e 48,316   47,162 1,154
47,824   47,057 767
29,690   26,652 3,038
18,801   18,635 166
6,048   5,853 195
5,059   5,080 -21
5,504   5,474 30
12,226   12,274 -48
2,286   2,141 145
10,452   10,477 -25
2,386   2,122 264
704   698 6
613   613 0
832   832 0
636   640 -4
20,131   19,738 393
11,678   11,995 -317
20,202   20,386 -184
18,847   17,345 1,502
20,404   19,925 479
19,070   20,003 -933
18,399   18,958 -559
20,399   20,786 -387
19,887   20,157 -270
19,080   19,490 -410
20,269   20,334 -65
18,730   18,624 106
19,773   18,183 1,590
12,019   11,441 578
327,844   322,779 5,065
873   885 -12
52,737   52,031 706
532   532 0
20,772   19,970 802
19,473   19,804 -331
19,433   19,944 -511
13,791   13,895 -104
20,124   18,075 2,049
22,582   21,468 1,114
21,517   20,992 525
60,742   60,534 208
30,784   29,163 1,621
10,095   9,925 170
20,012   18,155 1,857
41,716   39,913 1,803
14,985   13,735 1,250
18,876   18,930 -54
15,798   15,252 546
27,261   26,975 286
26,509   28,440 -1,931
11,325   10,516 809
27,015   27,543 -528
8,690   8,063 627
13,274   12,842 432
37,653   36,391 1,262
19,034   18,030 1,004
5,977   5,948 29
12,300   11,221 1,079
25,688   24,082 1,606
9,222   8,548 674
12,692   12,501 191
7,316   7,658 -342
10,967   10,193 774
11,933   12,522 -589
11,725   11,683 42
12,443   12,759 -316
13,238   13,253 -15
12,800   13,051 -251
12,040   12,107 -67
12,464   12,441 23
12,188   12,087 101
12,076   11,130 946
11,062   10,573 489
12,481   12,850 -369
12,288   12,659 -371
9,714   9,959 -245
11,883   10,709 1,174
12,179   12,199 -20
13,431   13,418 13
199,992   195,500 4,492
32,339   31,837 502
15,000   15,128 -128
14,847   14,600 247
15,077   15,251 -174
10,752   10,969 -217
16,190   15,616 574
5,699   5,743 -44
3,104   3,244 -140
4,420   4,087 333
5,048   5,061 -13
4,463   4,491 -28
5,355   5,361 -6
5,020   5,226 -206
5,915   5,851 64
4,547   4,646 -99
4,438   4,424 14
4,562   4,531 31
5,568   5,500 68
5,526   5,071 455
75,516   74,096 1,420
17,333   17,009 324
13,020   12,850 170
5,622   5,299 323
5,767   5,796 -29
4,457   4,597 -140
5,124   5,285 -161
5,973   5,370 603
5,544   5,554 -10
3,253   3,253 0
4,200   4,213 -13
3,608   3,349 259
15,147   14,547 600
7,534   7,138 396
2,454   2,435 19
4,972   4,509 463
10,522   9,868 654
3,762   3,458 304
4,497   4,480 17
10,194   10,157 37
10,044   10,028 16
9,961   9,919 42
266     266
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       3,021
b       2,917
c       5,928
d       3,403
e       1,154
      767
      3,038
      166
      195
      -21
      30
      -48
      145
      -25
      264
      6
      0
      0
      -4
      393
      -317
      -184
      1,502
      479
      -933
      -559
      -387
      -270
      -410
      -65
      106
      1,590
      578
      5,065
      -12
      706
      0
      802
      -331
      -511
      -104
      2,049
      1,114
      525
      208
      1,621
      170
      1,857
      1,803
      1,250
      -54
      546
      286
      -1,931
      809
      -528
      627
      432
      1,262
      1,004
      29
      1,079
      1,606
      674
      191
      -342
      774
      -589
      42
      -316
      -15
      -251
      -67
      23
      101
      946
      489
      -369
      -371
      -245
      1,174
      -20
      13
      4,492
      502
      -128
      247
      -174
      -217
      574
      -44
      -140
      333
      -13
      -28
      -6
      -206
      64
      -99
      14
      31
      68
      455
      1,420
      324
      170
      323
      -29
      -140
      -161
      603
      -10
      0
      -13
      259
      600
      396
      19
      463
      654
      304
      17
      37
      16
      42
      266
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 56,965
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 15,871
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,204
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 1,204
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 177
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,677
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 22
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 451
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet451 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletKIRT BROESCHE Telephone no.bullet (713) 461-6080

    Located atbullet6002 ROGERDALE RD STE 115HOUSTONTX ZIP+4bullet77072
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
    Yes
     
    If "Yes," list the years bullet2020, 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
    Yes
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HENRY F BROESCHE - DECEASED 102421 PRESIDENT
    0.00
    0 0 0
    626 VOSS
    HOUSTON,TX77024
    CAROLYN C BROESCHE SECRETARY/TREASURER
    0.00
    0 0 0
    626 VOSS
    HOUSTON,TX77024
    JULIANNE BROESCHE GAUT DIRECTOR
    0.00
    0 0 0
    626 VOSS
    HOUSTON,TX77024
    KIRT H BROESCHE DIRECTOR
    0.00
    0 0 0
    626 VOSS
    HOUSTON,TX77024
    KARL F BROESCHE DIRECTOR
    0.00
    0 0 0
    626 VOSS
    HOUSTON,TX77024
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,312,881
    b
    Average of monthly cash balances.......................
    1b
    75,908
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,388,789
    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
    2,388,789
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    35,832
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,352,957
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    117,648
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    117,648
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,204
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,204
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    116,444
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    116,444
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    116,444
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 116,444
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 5,447
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 120,000
    a Applied to 2020, but not more than line 2a 5,447
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 114,553
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    1,891
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    HENRY F BROESCHE - DECEASED 102421
    CAROLYN C BROESCHE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVENUE FL 17
    CHICAGO,IL60601
        CHARITABLE CONTRIBUTION 10,000
    AMARILLO COLLEGE
    PO BOX 447
    AMARILLO,TX79178
        CHARITABLE CONTRIBUTION 2,000
    BREAD FOR THE WORLD
    425 3RD STREET SW SUITE 1200
    WASHINGTON,DC20024
        CHARITABLE CONTRIBUTION 5,000
    BROOKWOOD COMMUNITY
    1752 FM 1489
    BROOKSHIRE,TX77423
        CHARITABLE CONTRIBUTION 5,000
    CHILD FUND INTERNATIONAL
    2821 EMERYWOOD PARKWAY
    RICHMOND,VA23294
        CHARITABLE CONTRIBUTION 5,000
    DAVIS PHINNEY FOUNDATION FOR PARKINSON'S
    357 S MCCASLIN BLVD STE 105
    LOUISVILLE,CO80027
        CHARITABLE CONTRIBUTION 3,000
    ECCLESIA HOUSTON
    325 PINEY POINT RD
    HOUSTON,TX77024
        CHARITABLE CONTRIBUTION 18,000
    FAITH LUTHERAN CHURCH
    4600 BELLAIRE BLVD
    HOUSTON,TX77401
        CHARITABLE CONTRIBUTION 35,000
    HEAL THE CITY
    609 S CAROLINA ST
    AMARILLO,TX79106
        CHARITABLE CONTRIBUTION 8,000
    HEART4CHILDREN
    PO BOX 47
    TOMBALL,TX77377
        CHARITABLE CONTRIBUTION 5,000
    MILITARY COMMUNITY YOUTH MINISTRIES
    540 N CASCADE AVE
    COLORADO SPRINGS,CO80903
        CHARITABLE CONTRIBUTION 2,000
    NICK FINNEGAN COUNSELING CENTER
    2714 JOANEL ST
    HOUSTON,TX77027
        CHARITABLE CONTRIBUTION 5,000
    SAVING INNOCENCE
    PO BOX 93037
    LOS ANGELES,CA90093
        CHARITABLE CONTRIBUTION 5,000
    SEA TURTLE INC
    6617 PADRE BOULEVARD
    SOUTH PADRE ISLAND,TX78597
        CHARITABLE CONTRIBUTION 2,000
    WESTMINSTER PRESBYTERIAN CHURCH
    5127 AVENUE U
    GALVESTON,TX77551
        CHARITABLE CONTRIBUTION 5,000
    YELLOWSTONE ACADEMY
    3000 TRULLEY ST
    HOUSTON,TX77004
        CHARITABLE CONTRIBUTION 5,000
    Total .................................bullet 3a 120,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 12,541  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        14 56,965  
    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) .. 0 102,171 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    102,171
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE BROESCHE FAMILY FOUNDATION
    EIN:
    35-2158155
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 214,845 214,845

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE BROESCHE FAMILY FOUNDATION
    EIN:
    35-2158155
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARES TR MBS ETF 2,010,004 2,010,004

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE BROESCHE FAMILY FOUNDATION
    EIN:
    35-2158155
    US Government Securities - End of Year Book Value:

    94,725
    US Government Securities - End of Year Fair Market Value:

    94,725
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 OtherExpensesSchedule
    Name:
    THE BROESCHE FAMILY FOUNDATION
    EIN:
    35-2158155
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 13,873 13,873 0 0


    TY 2021 OtherIncreasesSchedule
    Name:
    THE BROESCHE FAMILY FOUNDATION
    EIN:
    35-2158155
    Description Amount
    NONTAXABLE INCOME 4,430
    UNREALIZED GAIN/(LOSS) 19,134


    TY 2021 TaxesSchedule
    Name:
    THE BROESCHE FAMILY FOUNDATION
    EIN:
    35-2158155
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 1,700 1,700 0 0