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 07-01-2021 , and ending 06-30-2022
Name of foundation
BEHMANN BROTHERS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 271486
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CORPUS CHRISTI, TX78427
A Employer identification number

74-2146739
B Telephone number (see instructions)

(361) 438-4543
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,873,032J 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... 46,062 46,062  
5a Gross rents............ 44,773 44,773  
b Net rental income or (loss) 35,131
6a Net gain or (loss) from sale of assets not on line 10 580,928
b Gross sales price for all assets on line 6a 1,127,090
7 Capital gain net income (from Part IV, line 2)... 580,928
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........ 671,763 671,763  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,800 29,025   11,775
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,190 2,190   0
b Accounting fees (attach schedule)....... Click to see attachment 11,700 0   11,700
c Other professional fees (attach schedule).... Click to see attachment 8,229 8,229   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,219 8,478   741
19 Depreciation (attach schedule) and depletion... Click to see attachment 183 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,510 250   1,260
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,967 4,750   1,217
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,798 52,922   26,693
25 Contributions, gifts, grants paid....... 355,290 355,290
26 Total expenses and disbursements. Add lines 24 and 25 435,088 52,922   381,983
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 236,675
b Net investment income (if negative, enter -0-) 618,841
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 32,125 51,640 51,640
2 Savings and temporary cash investments......... 2,023 9,668 9,668
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,746,237 Click to see attachment4,956,208 4,627,562
c Investments—corporate bonds (attach schedule).......      
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 bullet1,150,736
Less: accumulated depreciation (attach schedule) bullet1,313 1,149,607 Click to see attachment1,149,423 2,184,162
15 Other assets (describe bullet) Click to see attachment141,198 Click to see attachment141,198 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,071,190 6,308,137 6,873,032
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) Click to see attachment0 Click to see attachment272
23 Total liabilities (add lines 17 through 22)......... 0 272
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,926,379 2,163,054
27 Paid-in or capital surplus, or land, bldg., and equipment fund 4,144,811 4,144,811
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 6,071,190 6,307,865
30 Total liabilities and net assets/fund balances (see instructions). 6,071,190 6,308,137
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
6,071,190
2
Enter amount from Part I, line 27a .....................
2
236,675
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,307,865
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
6,307,865
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 122.088 AB HIGH INCOME FUND CL ADVISOR #01859M409 P   2021-10-21
b 319.648 AMERICAN MUTUAL FUND INC CLASS A #XXX-XX-XXXX P   2022-03-18
c 564.453 COLUMBIA GBL TECHNOLOGY GROWTH FUND CL INSTITUTIONAL #19765P489 P   2021-09-14
d 1,173.248 DELAWARE HEALTHCARE FD INSTL CL #24610E408 P   2021-09-14
e 718.258 FUNDVANTAGE TR POLEN GROWTH FD INSTL CL #XXX-XX-XXXX P   2021-07-08
10.471 GROWTH FUND OF AMERICA (THE) CLASS A #XXX-XX-XXXX P 2021-12-20 2022-03-18
292.70 INVESTMENT CO AMER CLASS A #XXX-XX-XXXX P   2022-03-18
78.827 AB HIGH INCOME FUND CL ADVISOR #01859M409 P 2020-04-01 2021-08-02
114.269 AB HIGH INCOME FUND CL ADVISOR #01859M409 P 2019-02-01 2021-10-21
1,149.502 AMCAP FUND CLASS A #XXX-XX-XXXX P   2022-03-18
636.698 AMERICAN MUTUAL FUND INC CLASS A #XXX-XX-XXXX P   2022-03-18
1,751.359 COLUMBIA GBL TECHNOLOGY GROWTH FUND CL INSTITUTIONAL #19765P489 P   2021-09-14
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-07-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-07-25
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-08-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-08-25
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-09-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-09-25
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-10-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-10-25
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-11-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-11-25
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-12-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2021-12-25
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-01-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-01-25
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-02-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-02-25
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-03-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-03-25
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-04-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-04-25
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-05-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-05-25
255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-06-25
CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 P 2011-06-23 2022-06-25
2,075.58 DELAWARE HEALTHCARE FD INSTL CL #24610E408 P   2021-09-14
893.865 FUNDVANTAGE TR POLEN GROWTH FD INSTL CL #XXX-XX-XXXX P   2021-07-08
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2021-07-20
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2021-08-20
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2021-09-20
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2021-10-20
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2021-11-22
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2021-12-20
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2022-01-20
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2022-02-22
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2022-03-21
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2022-04-20
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2022-05-20
GNMA PASS THRU POOL #002867M #36202DFG1 P 2000-01-27 2022-06-21
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2021-07-20
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2021-08-20
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2021-09-20
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2021-10-20
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2021-11-22
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2021-12-20
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2022-01-20
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2022-02-22
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2022-03-21
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2022-04-20
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2022-05-20
GNMA PASS THRU POOL #002971M #36202DJQ5 P 2000-09-26 2022-06-21
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2021-07-15
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2021-08-16
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2021-09-15
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2021-10-15
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2021-11-15
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2021-12-15
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2022-01-18
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2022-02-15
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2022-03-15
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2022-04-18
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2022-05-16
GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 P 2008-05-15 2022-06-15
973.025 GROWTH FUND OF AMERICA (THE) CLASS A #XXX-XX-XXXX P   2022-03-18
292.7 INVESTMENT CO AMER CLASS A #XXX-XX-XXXX P   2022-03-18
400 KINETICS PARADIGM FD INSTL CL #XXX-XX-XXXX P 2018-05-25 2022-03-18
604.741 KINETICS PARADIGM FD INSTL CL #XXX-XX-XXXX P 2008-07-23 2022-06-08
38 SPDR S&P 500 ETF TRUST P 2018-06-29 2022-03-18
172 VANGUARD INDEX FUNDS VANGUARD VALUE ETF P 2017-04-25 2022-03-18
26 VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF #92206C870 P 2018-08-24 2021-09-15
624 VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF #92206C870 P 2018-08-24 2022-03-18
1,108 WCM FOCUSED INTERNATIONAL GROWTH CL INSTITUTIONAL #XXX-XX-XXXX P 2020-01-30 2022-03-18
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 977   968 9
b 16,759   16,440 319
c 40,415   29,515 10,900
d 33,590   33,178 412
e 38,764   30,318 8,446
684   751 -67
14,234   14,550 -316
637   521 116
914   906 8
45,865   44,202 1,663
33,382   26,768 6,614
125,397   59,262 66,135
    1 -1
71   67 4
    1 -1
92   87 5
      0
54   51 3
3     3
62   59 3
      0
40   38 2
    1 -1
55   52 3
2     2
30   29 1
1     1
35   33 2
      0
48   45 3
1     1
34   32 2
    5 -5
43   41 2
      0
22   21 1
59,409   50,743 8,666
48,242   21,585 26,657
3   2 1
3   3 0
2   2 0
2   2 0
2   2 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
5   5 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
5   5 0
3   3 0
1   1 0
5   5 0
1     1
1     1
1     1
1     1
1     1
1     1
1     1
2     2
1     1
1     1
1     1
1     1
63,529   55,384 8,145
26,635   21,115 5,520
30,120   21,860 8,260
50,000   14,760 35,240
16,667   10,374 6,293
25,171   16,538 8,633
2,486   2,190 296
54,001   52,553 1,448
25,484   21,074 4,410
373,077     373,077
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       9
b       319
c       10,900
d       412
e       8,446
      -67
      -316
      116
      8
      1,663
      6,614
      66,135
      -1
      4
      -1
      5
      0
      3
      3
      3
      0
      2
      -1
      3
      2
      1
      1
      2
      0
      3
      1
      2
      -5
      2
      0
      1
      8,666
      26,657
      1
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      1
      1
      1
      1
      1
      1
      1
      2
      1
      1
      1
      1
      8,145
      5,520
      8,260
      35,240
      6,293
      8,633
      296
      1,448
      4,410
      373,077
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 2 580,928
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,602
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 8,602
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,690
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,190
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 2,588
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,588 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
    Yes
     
    Website addressbulletWWW.BEHMANNBROTHERSFOUNDATION.ORG
    14
    The books are in care ofbulletCHARLES L KOSAREK Telephone no.bullet (361) 438-4543

    Located atbulletPO BOX 271486CORPUS CHRISTITX ZIP+4bullet78427
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    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
    CHARLES L KOSAREK JR PRESIDENT
    20.00     		37,200 0 0
    2952 FM 70
    SANDIA,TX78383
    JOHN LLOYD BLUNTZER DIRECTOR
    0.00     		300 0 0
    ROUTE 1 BOX 132
    CORPUS CHRISTI,TX78380
    WILLIE J KOSAREK TREASURER
    0.00     		300 0 0
    5151 FLYNN PARKWAY 604
    CORPUS CHRISTI,TX78411
    T MARK ANDERSON DIRECTOR
    0.00     		300 0 0
    341 UNIVERSITY PLACE
    CORPUS CHRISTI,TX78412
    NANCY LINDELL DIRECTOR
    0.00     		300 0 0
    5384 LAKE CHELEN DRIVE
    FT WORTH,TX76137
    SHERRY KOSAREK DIRECTOR
    0.00     		300 0 0
    2952 FM 70
    SANDIA,TX78383
    DANIEL BLUNTZER DIRECTOR
    0.00     		300 0 0
    PO BOX 1188
    ROBSTOWN,TX78380
    SHERRY KOSAREK VICE PRESIDENT
    5.00     		1,500 0 0
    2952 FM 70
    SANDIA,TX78383
    CHARLES L KOSAREK JR DIRECTOR
    0.00     		300 0 0
    2952 FM 70
    SANDIA,TX78383
    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
    5,980,370
    b
    Average of monthly cash balances.......................
    1b
    129,195
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,109,565
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,109,565
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    91,643
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,017,922
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    300,896
    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
    300,896
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,602
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,602
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    292,294
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    292,294
    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
    292,294
    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 7 292,294
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 15,226
    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$ 381,983
    a Applied to 2020, but not more than line 2a 15,226
    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..... 292,294
    e Remaining amount distributed out of corpus 74,463
    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 74,463
    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 ..........     		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 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 ......     		74,463
    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.... 74,463
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    CHARLES L KOSAREK
    PO BOX 271486
    CORPUS CHRISTI,TX784271486
    (361) 438-4543
    BEHMANBROTHERSFOUNDATION@MSN.COM
    bThe form in which applications should be submitted and information and materials they should include:
    SPECIAL GRANT REQUEST FORM CAN BE OBTAINED FROM WEBSITE
    cAny submission deadlines:
    MAY 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATIONS MUST BE LOCATED IN THE TEXAS COUNTIES OF NUECES,ARANSAS,BEE,JIM WELLS,KLEBERG,LIVE OAK, REFUGIO AND SAN PATRICIO
    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
    ALLIE'S HAVEN ANIMAL RESCUE
    PO BOX 151731
    FORT WORTH,TX76108     		NONE PUBLIC DONATION 6,500
    AMERICAN HEART ASSOCIATION
    500 NORTH SHORELINE SUITE 203 NORTH
    CORPUS CHRISTI,TX78401     		NONE PUBLIC COASTAL BEND HEART WALK 2022 1,000
    AMERICAN RED CROSS
    2700 SOUTHWEST FREEWAY
    HOUSTON,TX77098     		NONE PUBLIC DISASTER RELIEF PROGRAM 1,000
    ANNAPOLIS CHRISTIAN ACADEMY
    3875 SOUTH STAPLES STREET
    CORPUS CHRISTI,TX78411     		NONE PUBLIC WARRIOR FUND SCHOLARSHIP PROGRAM 2,000
    ARANSAS COUNTY ISD EDUCATION FOUNDATION
    PO BOX 195
    ROCKPORT,TX78381     		NONE PUBLIC MARITIME SCIENCE PATHWAY 2,000
    BOY SCOUTS OF AMERICA SOUTH TEXAS COUNCIL
    700 EVERHART ROAD BUILDING A
    CORPUS CHRISTI,TX78411     		NONE PUBLIC PROGRAM SUPPORT 1,000
    BOYS & GIRLS CLUB OF THE COASTAL BEND
    3902 GREENWOOD DRIVE
    CORPUS CHRISTI,TX78416     		NONE PUBLIC MEMBERSHIP SCHOLARSHIPS 2,000
    CAESAR KLEBERG WILDLIFE RESEARCH INSTITUTE
    700 UNIVERSITY BOULEVARD MSC 218
    KINGSVILLE,TX78363     		NONE PUBLIC PROGRAM SUPPORT 2,500
    CALVARY CHAPEL COASTLANDS
    3001 RODD FIELD ROAD
    CORPUS CHRISTI,TX78414     		NONE PUBLIC PROGRAM SUPPORT 7,000
    CAMP ARANZAZU INC
    5420 LOOP 1781
    ROCKPORT,TX78382     		NONE PUBLIC TECHNOLOGY UPGRADE 2022 2,000
    CAMP ZEPHYR
    151 FM 3162
    SANDIA,TX78383     		NONE PUBLIC NEW PROJECTORS 2,000
    CATHOLIC CHARITIES OF CORPUS CHRISTI
    615 OLIVER COURT
    CORPUS CHRISTI,TX78408     		NONE PUBLIC PROGRAM SUPPORT 500
    CHILDREN'S ADVOCACY CENTER OF THE COASTAL BEND
    5959 SOUTH STAPLES STREET SUITE 228
    CORPUS CHRISTI,TX78413     		NONE PUBLIC COMPUTERS AND OTHER IT UPGRADES 2,000
    CHILDREN'S COALITION OF ARANSAS COUNTY
    401-B WEST MARKET STREET
    ROCKPORT,TX78382     		NONE PUBLIC COASTAL BEND CHILD DEVELOPMENT CENTER 2,000
    CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION
    613 ELIZABETH SUITE 605
    CORPUS CHRISTI,TX78404     		NONE PUBLIC EXPANSION AND RENOVATION OF THE SOUTH CAMPUS EMERGENCY DEPARTMENT 15,000
    COASTAL BEND FOOD BANK
    826 KRILL STREET
    CORPUS CHRISTI,TX78408     		NONE PUBLIC PROGRAM SUPPORT 2,000
    COLLEGIATE EDU-NATION
    PO BOX 194
    ROSCOE,TX79545     		NONE PUBLIC BANQUETE ISO: CEN MODEL IMPLEMENTATION 7,500
    CORPUS CHRISTI AREA COUNCIL FOR THE DEAF DBA THE DEAF AND HARD OF HEARING
    5151 MCARDLE ROAD
    CORPUS CHRISTI,TX78411     		NONE PUBLIC GENERAL PROGRAMMING FOR THE DEAF AND HARD OF HEARING 4,000
    CORPUS CHRISTI CHAMBER MUSIC SOCIETY
    PO BOX 60124
    CORPUS CHRISTI,TX78466     		NONE PUBLIC BRING WORLD-CLASS MUSIC TO OUR SCHOOLS 1,000
    CORPUS CHRISTI EDUCATION FOUNDATION
    PO BOX 2822
    CORPUS CHRISTI,TX78403     		NONE PUBLIC CCISD COMPREHENSIVE STEM/ROBOTICS PROGRAM 5,000
    CORPUS CHRISTI HOPE HOUSE
    658 ROBINSON STREET
    CORPUS CHRISTI,TX78404     		NONE PUBLIC HOMELESS SHELTER AND SUPPORTIVE SERVICES 5,500
    CORPUS CHRISTI INTERNATIONAL SEAMEN'S CENTER
    1501 NORTH MESQUITE
    CORPUS CHRISTI,TX78401     		NONE PUBLIC OPERATING FUNDS 4,000
    CORPUS CHRISTI LITERACY COUNCIL
    4404 GREENWOOD DRIVE
    CORPUS CHRISTI,TX78416     		NONE PUBLIC IMPROVING LIVES THROUGH LITERACY 2,000
    CORPUS CHRISTI METRO MINISTRIES
    PO BOX 4899
    CORPUS CHRISTI,TX78408     		NONE PUBLIC TECHNOLOGY UPGRADES TO BETTER SERVE THE HOMELESS 8,500
    CORPUS CHRISTI POLICE FOUNDATION
    PO BOX 803
    CORPUS CHRISTI,TX78403     		NONE PUBLIC POLICE EQUIPMENT GRANT - TOTUS CAMERA 4,000
    CORPUS CHRISTI PREGNANCY CENTER
    4730 EVERHART ROAD
    CORPUS CHRISTI,TX78411     		NONE PUBLIC PREGNANCY CENTER SUPPORT 4,500
    CORPUS CHRISTI SYMPHONY SOCIETY INC
    555 NORTH CARANCAHUA STREET TOWER
    II SUITE 410
    CORPUS CHRISTI,TX78401     		NONE PUBLIC TECHNOLOGY UPGRADE TO ENHANCE DIGITAL OUTREACH 2,000
    DEL MAR COLLEGE FOUNDATION
    101 BALDWIN BOULEVARD
    CORPUS CHRISTI,TX78404     		NONE PUBLIC (1) BEHMANN BROTHERS FOUNDATION ENDOWED SCHOLARSHIP FUND (2) DEL MAR COLLEGE FOUNDATION STUDENT EMERGENCY ASSISTANCE FUND 20,000
    DRISCOLL CHILDREN'S HOSPITAL
    3533 SOUTH ALAMEDA
    CORPUS CHRISTI,TX78411     		NONE PUBLIC SUMMER CAMP 4,000
    FAMILY COUNSELING SERVICE
    3833 SOUTH STAPLES S203
    CORPUS CHRISTI,TX78411     		NONE PUBLIC TECHNOLOGY UPGRADES 5,000
    FANNIE BLUNTZER NASON RENEWAL CENTER INC DBA THE SPIRIT CENTER
    5201 LIPES BOULEVARD
    CORPUS CHRISTI,TX78413     		NONE PUBLIC GENERAL SUPPORT 9,250
    FIRST BAPTIST CHURCH CORPUS CHRISTI
    3115 OCEAN DRIVE
    CORPUS CHRISTI,TX78404     		NONE PUBLIC TECHNOLOGY SAFETY & COMMUNICATION 2,000
    FOCUS FOUNDATION
    6810 SARATOGA
    CORPUS CHRISTI,TX78414     		NONE PUBLIC SUMMER SPORTS AND WELLNESS PROGRAM 3,000
    FRIENDS OF THE CORPUS CHRISTI MUSEUM OF SCIENCE AND HISTORY
    1900 NORTH CHAPARRAL
    CORPUS CHRISTI,TX78401     		NONE PUBLIC MUSEUM STEAM CAMP AND SCHOLARSHIP FUNDS 3,000
    GIRL SCOUTS OF GREATER SOUTH TEXAS
    2410 BEVECREST DRIVE
    CORPUS CHRISTI,TX78415     		NONE PUBLIC GIRL SCOUTS LEADERSHIP DEVELOPMENT PROGRAM-FINANCIAL ASSISTANCE 5,000
    GOOD SAMARITAN RESCUE MISSION
    PO BOX 65
    CORPUS CHRISTI,TX78403     		NONE PUBLIC DONATION 500
    HALO-FLIGHT INC
    1843 FM 665
    CORPUS CHRISTI,TX78415     		NONE PUBLIC HALO-FLIGHT UNDERWRITING SUPPORT 5,000
    HUMANE SOCIETY OF ARANSAS PASS
    PO BOX 1502
    FULTON,TX78358     		NONE PUBLIC COYOTE ROLLERS FOR DOG YARDS 1,000
    INCARNATE WORD ACADEMY
    2920 SOUTH ALAMEDA
    CORPUS CHRISTI,TX78404     		NONE PUBLIC 2021-2022 ANNUAL GIVING CAMPAIGN 5,000
    KINGS CROSSING PRISON MINISTRIES
    5901 YORKTOWN BOULEVARD
    CORPUS CHRISTI,TX78414     		NONE PUBLIC LITTLE ANGELS 6,000
    MARY MCLEOD BETHUNE EARLY CHILD DEVELOPMENT NURSERY INC
    900 KINNEY ST
    CORPUS CHRISTI,TX78401     		NONE PUBLIC CHILD CARE FOR LOW INCOME & HOMELESS CHILDREN 3,000
    MISSION OF MERCY INC
    2421 AYERS STREET
    CORPUS CHRISTI,TX78404     		NONE PUBLIC TECHNICAL/CAPITAL UPGRADES TO IMPROVE PATIENT CARE 5,000
    NUECES COUNTY JUNIOR LIVESTOCK SHOW
    PO BOX 260968
    CORPUS CHRISTI,TX78426     		NONE PUBLIC SCHOLARSHIP FUNDS AND CARCASS STEER AWARDS 7,790
    NUECES EXTENSION PROGRAM FOUNDATION INC
    710 EAST MAIN SUITE 1
    ROBSTOWN,TX78380     		NONE PUBLIC AG AWARENESS DAY 3,000
    PEEWEE'S PET ADOPTION
    1307 SARATOGA
    CORPUS CHRISTI,TX78417     		NONE PUBLIC SPAY/NEUTER/TREAT 2022 7,500
    RISE SCHOOL OF CORPUS CHRISTI
    2030 RISE ROAD
    CORPUS CHRISTI,TX78411     		NONE PUBLIC BRIDGING THE TUITION GAP 2,000
    ROBSTOWN AREA HISTORICAL MUSEUM
    PO BOX 467
    ROBSTOWN,TX78380     		NONE PUBLIC DONATION 500
    ROCKPORT ART ASSOCIATION INC DBA ROCKPORT CENTER FOR THE ARTS
    638 EAST MARKET STREET
    ROCKPORT,TX78383     		NONE PUBLIC YOUTH SUMMER ART EXPLORATION 2,000
    ROTARY CLUB OF CORPUS CHRISTI
    921 NORTH CHAPARRAL SUITE 210
    CORPUS CHRISTI,TX78401     		NONE PUBLIC 2022 HARVEY WEIL SPORTSMAN CONSERVATIONIST AWARD DINNER 2,500
    SACRED HEART CHURCH
    217 WEST SAN PATRICIO
    MATHIS,TX78368     		NONE PUBLIC DONATION 1,000
    SEA CITY WORK CAMP
    PO BOX 10449
    CORPUS CHRISTI,TX78460     		NONE PUBLIC SEA CITY WORK CAMP 2022 3,000
    SHELTER A MUTT INC
    6690 SH 359
    ALICE,TX78333     		NONE PUBLIC DONATION 3,000
    SISTERS OF PROVIDENCE CO SR BETH WRIGHT SP
    1 SISTERS OF PROVIDENCE
    ST MARYOFTHEWOODS,IN47874     		NONE PUBLIC DONATION 1,500
    SISTERS OF THE SOCIETY OF OUR LADY OF THE MOST HOLY TRINITY
    1200 LANTANA
    CORPUS CHRISTI,TX78407     		NONE PUBLIC DONATION 2,500
    SOUTH TEXAS INSTITUTE FOR THE ARTS DBA ART MUSEUM OF SOUTH TEXAS
    1902 NORTH SHORELINE BOULEVARD
    CORPUS CHRISTI,TX78401     		NONE PUBLIC ART MUSEUM OF SOUTH TEXAS OPERATING UNDERWRITING 2,000
    SOUTH TEXAS LIGHTHOUSE FOR THE BLIND
    4421 AGNES STREET
    CORPUS CHRISTI,TX78405     		NONE PUBLIC TECHNOLOGY UPGRADES FOR THE BLIND AND VISUALLY IMPAIRED 3,000
    SOUTH TEXAS PUBLIC BROADCASTING SYSTEM
    3205 SOUTH STAPLES
    CORPUS CHRISTI,TX78411     		NONE PUBLIC CHALLENGE! ACADEMIC TOURNAMENT 2022-2023 SCHOOL YEAR 7,000
    SPECIAL OLYMPICS TEXAS INC
    623 POWER STREET SUITE A
    CORPUS CHRISTI,TX78401     		NONE PUBLIC SPECIAL OLYMPICS TEXAS-SOUTH TEXAS AREA ATHLETE PROGRAMS 4,000
    ST GERTRUDE THE GREAT CHURCH
    1120 SOUTH 8TH STREET
    KINGSVILLE,TX78363     		NONE PUBLIC DONATION -TAMKU NEWMAN CENTER 1,000
    ST JAMES EPISCOPAL SCHOOL OF CORPUS CHRISTI INC
    602 SOUTH CARANCAHUA STREET
    CORPUS CHRISTI,TX78401     		NONE PUBLIC TUITION AID SCHOLARSHIPS 1,000
    ST JOHN NEPOMUCENE CATHOLIC CHURCH
    603 NORTH FIRST STREET
    ROBSTOWN,TX78380     		NONE PUBLIC DONATION 2,250
    ST JOHN PAUL II HIGH SCHOOL
    3036 SARATOGA BOULEVARD
    CORPUS CHRISTI,TX78415     		NONE PUBLIC RESTRICTED FUNDS FOR TRANSPORTATION EXPENSES 4,000
    ST PIUS X MISSION
    PO BOX 119
    SANDIA,TX78383     		NONE PUBLIC DONATION 1,000
    ST THOMAS THE APOSTLE CATHOLIC CHURCH
    16602 FM 624
    ROBSTOWN,TX78380     		NONE PUBLIC DONATION: YOUTH MINISTRIES 3,000
    TEXAS A&M AGRILIFE EXTENSION SERVICE
    10345 HIGHWAY 44
    CORPUS CHRISTI,TX78406     		NONE PUBLIC COASTAL BEND AG GRANT 36,000
    TEXAS A&M AGRILIFE RESEARCH
    10345 HIGHWAY 44
    CORPUS CHRISTI,TX78406     		NONE PUBLIC CROP & LIVESTOCK ALTERNATIVES FOR THE COASTAL BEND REGION 30,000
    TEXAS A&M CORPUS CHRISTI FOUNDATION
    6300 OCEAN DRIVE
    CORPUS CHRISTI,TX78412     		NONE PUBLIC BEHMANN BROTHERS FOUNDATION ENDOWED SCHOLARSHIP AND ANNUAL SCHOLARSHIPS 20,000
    TEXAS STATE AQUARIUM ASSOCIATION
    2710 NORTH SHORELINE BOULEVARD
    CORPUS CHRISTI,TX78402     		NONE PUBLIC DONATION 6,500
    TIMON'S MINISTRIES
    10501 SOUTH PADRE ISLAND DRIVE
    CORPUS CHRISTI,TX78418     		NONE PUBLIC OPERATIONS SUPPORT 4,000
    WESLEY COMMUNITY CENTER
    PO BOX 7099
    CORPUS CHRISTI,TX78467     		NONE PUBLIC CHILDCARE AND FOOD PANTRY SERVICES 3,000
    WEST SIDE HELPING HAND
    PO BOX 5431
    CORPUS CHRISTI,TX78465     		NONE PUBLIC WEST SIDE HELPING HAND AFTER-SCHOOL AND ALL DAY SUMMER PROGRAM 4,000
    WOMEN'S SHELTER OF SOUTH TEXAS DBA THE PURPLE DOOR
    PO BOX 3368
    CORPUS CHRISTI,TX78463     		NONE PUBLIC SHELTER AND SUPPORTIVE SERVICES 8,000
    YWCA
    4601 CORONA DRIVE
    CORPUS CHRISTI,TX78411     		NONE PUBLIC YWTEENS PROGRAM 4,000
    Total .................................bullet 3a 355,290
    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 ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 35,131  
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 580,928  
    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) .. 0 662,121 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    662,121
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    BEHMANN BROTHERS FOUNDATION
    EIN:
    74-2146739
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 11,700 0   11,700

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

    TY 2021 DepreciationSchedule
    Name:
    BEHMANN BROTHERS FOUNDATION
    EIN:
    74-2146739
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND   1,149,150   VAR 0 % 0 0    
    COMPUTER & PRINTER 2019-03-20 1,586 1,130 200DB 5.000000000000 183 0    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BEHMANN BROTHERS FOUNDATION
    EIN:
    74-2146739
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 4,956,208 4,627,562

    TY 2021 LandEtcSchedule2
    Name:
    BEHMANN BROTHERS FOUNDATION
    EIN:
    74-2146739
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 1,149,150 0 1,149,150 2,184,162
    COMPUTER & PRINTER 1,586 1,313 273  


    TY 2021 LegalFeesSchedule
    Name:
    BEHMANN BROTHERS FOUNDATION
    EIN:
    74-2146739
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL AND PROFESSIONAL FEES 2,190 2,190   0


    TY 2021 OtherAssetsSchedule
    Name:
    BEHMANN BROTHERS FOUNDATION
    EIN:
    74-2146739
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OIL & GAS ROYALTIES 228,500 228,500  
    LESS ACCUMULATED DEPLETION -87,302 -87,302  


    TY 2021 OtherExpensesSchedule
    Name:
    BEHMANN BROTHERS FOUNDATION
    EIN:
    74-2146739
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 49 49   0
    INTERNET 1,261 1,261   0
    P.O. BOX RENT 360 180   180
    OFFICE SUPPLIES 1,842 921   921
    PUBLIC NOTICE 116 0   116
    INSURANCE EXPENSE 2,339 2,339   0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    BEHMANN BROTHERS FOUNDATION
    EIN:
    74-2146739
    Description Beginning of Year - Book Value End of Year - Book Value
      0 272


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BEHMANN BROTHERS FOUNDATION
    EIN:
    74-2146739
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES 8,229 8,229   0


    TY 2021 TaxesSchedule
    Name:
    BEHMANN BROTHERS FOUNDATION
    EIN:
    74-2146739
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 2,961 2,220   741
    FOREIGN TAXES 1,145 1,145   0
    TAXES 5,113 5,113   0