Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
FRED AND NANCY BRUMLEY FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 505 MAC H0006-092
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO63166
A Employer identification number

37-1588721
B Telephone number (see instructions)

(800) 352-3705
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,275,301J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 138,023 137,256  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,410
b Gross sales price for all assets on line 6a 1,809,513
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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........ 136,613 137,256  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,130 37,597   12,532
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,295 0 0 1,295
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,406 5,263   5,143
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,952 2,339   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22 22    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,805 45,221 0 18,970
25 Contributions, gifts, grants paid....... 215,000 215,000
26 Total expenses and disbursements. Add lines 24 and 25 289,805 45,221 0 233,970
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -153,192
b Net investment income (if negative, enter -0-) 92,035
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 1,262,443 178,848 178,848
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 586,946 Click to see attachment
List of Attached Documents:
// Content
1,281,807 		2,156,900
c Investments—corporate bonds (attach schedule)....... 167,925    
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,415,373 Click to see attachment
List of Attached Documents:
// Content
2,820,711 		2,939,553
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,432,687 4,281,366 5,275,301
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,432,687 4,281,366
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)..... 4,432,687 4,281,366
30 Total liabilities and net assets/fund balances (see instructions). 4,432,687 4,281,366
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
4,432,687
2
Enter amount from Part I, line 27a .....................
2
-153,192
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,960
4
Add lines 1, 2, and 3 ..........................
4
4,281,455
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
89
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,281,366
Form 990-PF (2024)
Form 990-PF (2024)
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 11000. AT&T INC 2.550% 12/01/33   2022-09-14 2024-01-10
b 9000. AMAZON.COM INC 2.100% 5/12/31   2021-12-08 2024-01-10
c 10000. VR BANK OF AMERICA 2.884% 10/22/30     2024-01-10
d 2000. CVS HEALTH CORP 4.300% 3/25/28   2023-01-12 2024-01-10
e 8000. CVS HEALTH CORP 4.300% 3/25/28   2020-06-09 2024-01-10
6000. VR CITIGROUP INC 3.668% 7/24/28   2017-08-29 2024-01-10
9000. COMCAST CORP 4.150% 10/15/28     2024-01-10
4000. ENTERPRISE PRODUCTS 4.800% 2/01/49     2024-01-10
6000. ENTERPRISE PRODUCTS 4.800% 2/01/49     2024-01-10
8305.98 FHLMC POOL #SD8267 5.000% 10/01/52   2022-11-17 2024-01-10
15444.6 FHLMC POOL #RA6815 2.500% 2/01/52     2024-01-10
6181.48 FHLMC POOL RB5163 3.000% 5/01/42     2024-01-10
5000. FED NATL MTG ASSN 6.625% 11/15/30     2024-01-10
23097.08 FNMA POOL #FS4377 3.000% 4/01/52     2024-01-10
5856.6 FNMA POOL MA4438 2.500% 10/01/51     2024-01-10
19109.89 FNMA POOL MA4438 2.500% 10/01/51     2024-01-10
886.36 FNMA POOL #MA4587 2.500% 3/01/42   2023-06-08 2024-01-10
8782.66 FNMA POOL #MA4587 2.500% 3/01/42     2024-01-10
14452.81 FNMA POOL #MA4600 3.500% 4/01/52     2024-01-10
3639.16 FNMA POOL #MA4656 4.500% 6/01/52     2024-01-10
9032.79 FNMA POOL #MA4656 4.500% 6/01/52     2024-01-10
11128.34 FNMA POOL MA4732 4.000% 9/01/52     2024-01-10
8237.39 FNMA POOL #MA4842 5.500% 11/01/52     2024-01-10
9000. GOLDMAN SACHS GROUP 3.800% 3/15/30     2024-01-10
3000. VR JPMORGAN CHASE & 4.203% 7/23/29   2023-06-22 2024-01-10
8000. VR JPMORGAN CHASE & 4.203% 7/23/29   2019-01-23 2024-01-10
25549.922 WESTERN ASSET SMASH SER EC FD 938     2024-01-10
6137.175 WESTERN ASSET SMASH SER C FD 937     2024-01-10
188.596 WESTERN ASSET SMASH SER M FD 936     2024-01-10
9029.033 WESTERN ASSET SMASH SER M FD 936     2024-01-10
6000. VR MORGAN STANLEY 3.591% 7/22/28   2017-08-29 2024-01-10
6000. SHELL INTERNATIONAL 2.875% 5/10/26   2017-12-06 2024-01-10
1000. US TREASURY BOND 3.000% 2/15/49   2023-09-07 2024-01-10
17000. US TREASURY BOND 3.000% 2/15/49     2024-01-10
1000. US TREASURY BOND 2.000% 2/15/50   2023-09-07 2024-01-10
21000. US TREASURY BOND 2.000% 2/15/50   2022-10-18 2024-01-10
23000. US TREASURY BOND 2.375% 5/15/51     2024-01-10
6000. US TREASURY NOTE 3.500% 1/31/30     2024-01-10
9000. VERIZON COMMUNICATIO 4.125% 3/16/27     2024-01-10
115. GOLDMAN ACTIVEBETA US LC ETF   2023-03-14 2024-01-24
5026. INVESCO OPTIMUM YIELD DIVERSIF ETF     2024-01-24
282. ISHARES CORE S&P TOTAL U.S. ETF   2023-03-14 2024-01-24
87. ISHARES JP MORGAN USD EMERGING     2024-01-24
169. ISHARES CORE TOTAL BOND ETF     2024-01-24
32.858 PGIM HIGH YIELD-Q 1067   2023-08-09 2024-01-24
789.519 PGIM HIGH YIELD-Q 1067   2021-09-08 2024-01-24
47. VANGUARD DIVIDEND APPRECIATION   2023-03-14 2024-01-24
1167. VANGUARD LONG-TERM BOND ETF     2024-01-24
50. VANGUARD MIDCAP VIPER   2023-11-29 2024-01-24
132. CHEWY INC   2023-07-27 2024-01-25
108. CHEWY INC   2021-05-04 2024-01-25
17. VERALTO CORP   2020-07-17 2024-01-25
117. CENTENE CORP DEL   2024-01-25 2024-04-03
153. CENTENE CORP DEL     2024-04-03
21. GXO LOGISTICS INC   2024-01-25 2024-04-03
10. LULULEMON ATHLETICA INC   2024-01-25 2024-04-03
39. LULULEMON ATHLETICA INC     2024-04-03
86. ALPHABET INC CL C   2024-04-03 2024-07-02
7. BROADCOM INC     2024-07-02
200. CHIPOTLE MEXICAN GRILL INC   2024-01-25 2024-07-02
391. CHIPOTLE MEXICAN GRILL INC     2024-07-02
6. COSTCO WHOLESALE CORP   2022-08-12 2024-07-02
24. META PLATFORMS INC     2024-07-02
66. ESTEE LAUDER COMPANIES INC     2024-07-02
60. ESTEE LAUDER COMPANIES INC     2024-07-02
51. BOSTON SCIENTIFIC CORP COM   2024-01-25 2024-07-23
46. GXO LOGISTICS INC   2024-01-25 2024-07-23
170. GXO LOGISTICS INC     2024-07-23
1120. ISHARES CORE U.S. AGGREGATE ETF   2024-01-24 2024-07-23
236. ISHARES CORE U.S. AGGREGATE ETF     2024-07-23
57. TWILIO INC   2024-01-25 2024-07-23
95. TWILIO INC   2022-05-23 2024-07-23
5. UNITEDHEALTH GROUP INC   2024-07-02 2024-07-23
45. AGCO CORP COM   2024-01-25 2024-08-06
95. AGCO CORP COM     2024-08-06
79. AMAZON COM INC COM     2024-09-05
18. INTERCONTINENTAL EXCHANGE INC   2020-07-17 2024-09-05
2250. ISHARES CORE U.S. AGGREGATE ETF   2024-01-24 2024-09-05
159. ISHARES CORE MSCI EAFE ETF     2024-09-05
4. ELI LILLY & CO COM   2024-07-23 2024-09-05
31. MORGAN STANLEY   2024-04-03 2024-09-05
1975. PIMCO ENHANCED SHORT MATURITY ETF     2024-09-05
38. PIMCO ENHANCED SHORT MATURITY ETF     2024-09-05
48. VANGUARD MIDCAP VIPER   2024-07-23 2024-09-05
123. APPLE INC     2024-10-10
7. COSTCO WHOLESALE CORP   2024-01-25 2024-10-10
16. COSTCO WHOLESALE CORP     2024-10-10
5. S&P GLOBAL INC   2024-09-05 2024-10-10
6. S&P GLOBAL INC   2021-12-15 2024-10-10
47. ALPHABET INC CL C   2024-07-23 2024-11-08
14. ARISTA NETWORKS INC   2024-07-23 2024-11-08
39. BROADCOM INC   2024-07-23 2024-11-08
6. META PLATFORMS INC   2024-07-23 2024-11-08
25. MORGAN STANLEY   2024-04-03 2024-11-08
4. NETFLIX.COM INC   2024-09-05 2024-11-08
286. NVIDIA CORP     2024-11-08
150. VANGUARD RUSSELL 2000   2024-09-05 2024-11-08
42. VANGUARD MIDCAP VIPER     2024-11-08
6. VERTEX PHARMACEUTICALS INC COM   2024-09-05 2024-11-08
43. VERTIV HOLDINGS LLC   2024-08-06 2024-11-08
11. VISA INC-CLASS A SHRS   2024-09-05 2024-11-08
7. INTUITIVE SURGICAL INC   2024-09-05 2024-12-19
12. INTUITIVE SURGICAL INC   2022-08-12 2024-12-19
11. NETFLIX.COM INC   2020-07-17 2024-12-19
40. SALESFORCE INC     2024-12-19
9. SERVICENOW INC   2020-07-17 2024-12-19
82. TRADE DESK INC/THE   2023-06-08 2024-12-19
24. VERTIV HOLDINGS LLC   2024-08-06 2024-12-19
36. XPO INC   2020-07-17 2024-12-19
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(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 8,861   8,618 243
b 7,668   9,050 -1,382
c 8,811   9,994 -1,183
d 1,962   1,972 -10
e 7,849   9,246 -1,397
5,699   6,099 -400
8,850   9,325 -475
3,728   3,628 100
5,592   5,666 -74
8,163   8,220 -57
12,952   13,877 -925
5,454   5,694 -240
5,717   6,954 -1,237
20,161   20,893 -732
4,912   5,148 -236
16,028   17,635 -1,607
757   791 -34
7,505   8,467 -962
13,089   13,206 -117
3,494   3,541 -47
8,672   8,746 -74
10,398   10,812 -414
8,227   8,303 -76
8,395   9,904 -1,509
2,892   2,861 31
7,712   8,081 -369
158,665   199,010 -40,345
56,953   53,964 2,989
1,475   1,471 4
70,607   90,247 -19,640
5,700   6,090 -390
5,768   6,000 -232
793   778 15
13,482   15,642 -2,160
638   628 10
13,401   13,706 -305
15,932   18,075 -2,143
5,832   5,823 9
8,841   9,940 -1,099
11,060   8,916 2,144
67,448   69,105 -1,657
30,243   24,397 5,846
7,555   7,380 175
7,675   7,703 -28
154   152 2
3,703   4,429 -726
8,129   6,963 1,166
83,656   81,956 1,700
11,488   10,877 611
2,592   4,305 -1,713
2,120   8,303 -6,183
1,303   1,135 168
8,512   8,590 -78
11,132   10,070 1,062
1,073   1,189 -116
3,757   4,701 -944
14,654   12,438 2,216
16,023   13,425 2,598
11,580   8,919 2,661
12,192   9,242 2,950
23,836   9,361 14,475
5,150   3,221 1,929
12,235   10,769 1,466
6,956   9,197 -2,241
6,324   18,051 -11,727
4,005   3,092 913
2,492   2,603 -111
9,211   6,146 3,065
109,829   109,536 293
23,143   23,255 -112
3,310   4,104 -794
5,517   9,477 -3,960
2,776   2,486 290
3,928   5,555 -1,627
8,293   12,286 -3,993
13,823   14,521 -698
2,919   1,691 1,228
227,055   220,050 7,005
12,047   11,797 250
3,764   3,493 271
3,134   2,889 245
197,890   197,920 -30
3,808   3,775 33
12,150   12,009 141
28,097   26,326 1,771
6,247   4,747 1,500
14,279   8,037 6,242
2,574   2,574  
3,089   2,842 247
8,551   8,657 -106
5,739   4,792 947
7,190   6,367 823
3,549   2,951 598
3,219   2,330 889
3,189   2,697 492
42,703   32,762 9,941
14,333   12,904 1,429
11,534   10,378 1,156
3,043   2,867 176
5,248   2,918 2,330
3,375   3,091 284
3,727   3,362 365
6,390   2,848 3,542
9,968   5,425 4,543
13,693   9,568 4,125
9,649   3,800 5,849
10,647   6,129 4,518
2,809   1,629 1,180
5,381   1,095 4,286
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      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
      11
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       243
b       -1,382
c       -1,183
d       -10
e       -1,397
      -400
      -475
      100
      -74
      -57
      -925
      -240
      -1,237
      -732
      -236
      -1,607
      -34
      -962
      -117
      -47
      -74
      -414
      -76
      -1,509
      31
      -369
      -40,345
      2,989
      4
      -19,640
      -390
      -232
      15
      -2,160
      10
      -305
      -2,143
      9
      -1,099
      2,144
      -1,657
      5,846
      175
      -28
      2
      -726
      1,166
      1,700
      611
      -1,713
      -6,183
      168
      -78
      1,062
      -116
      -944
      2,216
      2,598
      2,661
      2,950
      14,475
      1,929
      1,466
      -2,241
      -11,727
      913
      -111
      3,065
      293
      -112
      -794
      -3,960
      290
      -1,627
      -3,993
      -698
      1,228
      7,005
      250
      271
      245
      -30
      33
      141
      1,771
      1,500
      6,242
       
      247
      -106
      947
      823
      598
      889
      492
      9,941
      1,429
      1,156
      176
      2,330
      284
      365
      3,542
      4,543
      4,125
      5,849
      4,518
      1,180
      4,286
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -1,410
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  
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 right arrow 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) 1 1,279
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 1,279
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 1,279
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,992
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,992
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,713
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,280 Refundedright arrow 11 3,433
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNC
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrow  
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
RON MARTIN CO-TRUSTEE
1 		0    
100 N Main St FL 5D4001-052
WINSTON SALEM,NC27101
TONY ORSBORN CO-TRUSTEE
1 		0    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
REV THOMAS TATE CO-TRUSTEE
1 		0    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
ANDY MARTIN CO-TRUSTEE
1 		0    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
WELLS FARGO BANK N A TRUSTEE
1 		50,130    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
4,723,965
b
Average of monthly cash balances.......................
1b
437,992
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,161,957
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
5,161,957
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
77,429
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,084,528
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
254,226
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
254,226
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,279
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,279
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
252,947
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
252,947
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
252,947
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
233,970
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
233,970
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 252,947
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 207,129
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 233,970
a Applied to 2023, but not more than line 2a 207,129
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 2024 distributable amount..... 26,841
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		226,106
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
WELLS FARGO BANK
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
(800) 352-3705
bThe form in which applications should be submitted and information and materials they should include:
WWW.WELLSFARGO.COM/PRIVATE-FOUNDAT IONS/BRUMLEY-FOUNDATION
cAny submission deadlines:
AUGUST 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOUNDATION FUNDS TO PROVIDE ASSISTANCE TO THE RESIDENTS OF MECKLENBURG FIFTY-MILE RADIUS OF CHARLOTTE, NC. MUST QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501C3
Form 990-PF (2024)
Form 990-PF (2024)
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

CHANGED CHOICES

POST OFFICE BOX 34367
CHARLOTTE,NC28234 		NONE PC GENERAL OPERATING 20,000

URBANPROMISE CHARLOTTE

PO BOX 12213
CHARLOTTE,NC28220 		NONE PC GENERAL OPERATING 15,000

CENTER FOR COMMUNITY TRANSITIONS INC

POST OFFICE BOX 33533
CHARLOTTE,NC28233 		NONE PC GENERAL OPERATING 15,000

THOMPSON CHILD & FAMILY FOCUS

6800 SAINT PETERS LANE
MATTHEWS,NC281058458 		NONE PC GENERAL OPERATING 25,000

CHARLOTTE RESCUE MISSION

915 W 1ST ST
CHARLOTTE,NC28202 		NONE PC GENERAL OPERATING 30,000

HABITAT CHARLOTTE REGION

3815 LATROBE DR
CHARLOTTE,NC282111166 		NONE PC GENERAL OPERATING 10,000

CRISIS ASSISTANCE MINISTRY

500-A SPRATT STREET
CHARLOTTE,NC28206 		NONE PC GENERAL OPERATING 10,000

THE SALVATION ARMY A GEORGIA CORPORATIO

PO BOX 31128
CHARLOTTE,NC28231 		NONE PC GENERAL OPERATING 40,000

ARTSPLUS

PO BOX 32757
CHARLOTTE,NC28232 		NONE PC GENERAL OPERATING 50,000
Total .................................right arrow 3a 215,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 138,023  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -1,410  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1    
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   136,613  
13Total. Add line 12, columns (b), (d), and (e)..................
13
136,613
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
FRED AND NANCY BRUMLEY FDN
EIN:
37-1588721
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,295     1,295

TY 2024 InvestmentsCorpBondsSchedule
Name:
FRED AND NANCY BRUMLEY FDN
EIN:
37-1588721
Name of Bond End of Year Book Value End of Year Fair Market Value
172967LP4 VR CITIGROUP INC    
06051GHX0 VR BANK OF AMERICA    
126650CX6 CVS HEALTH CORP    
38141GXH2 GOLDMAN SACHS GROUP    
31359MGK3 FED NATL MTG ASSN 6.    
912810SF6 US TREASURY BOND    
822582BT8 SHELL INTERNATIONAL    
46647PAV8 VR JPMORGAN CHASE &    
92343VDY7 VERIZON COMMUNICATIO    
29379VBU6 ENTERPRISE PRODUCTS    
61744YAK4 VR MORGAN STANLEY    
20030NCT6 COMCAST CORP    
023135BZ8 AMAZON.COM INC    
00206RMM1 AT&T INC    
912810SL3 US TREASURY BOND    
912810SX7 US TREASURY BOND 2.3    
91282CGJ4 US TREASURY NOTE    

TY 2024 InvestmentsCorpStockSchedule
Name:
FRED AND NANCY BRUMLEY FDN
EIN:
37-1588721
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 17,115 35,103
34964C106 FORTUNE BRANDS INNOV 18,116 18,449
21036P108 CONSTELLATION BRANDS 17,991 18,785
339041105 FLEETCOR TECHNOLOGIE    
11135F101 BROADCOM INC 16,705 85,317
235851102 DANAHER CORP 20,145 23,414
79466L302 SALESFORCE INC 25,651 34,770
169656105 CHIPOTLE MEXICAN GRI 35,081 39,195
896239100 TRIMBLE INC 11,672 17,665
617446448 MORGAN STANLEY 13,202 25,018
81762P102 SERVICENOW INC 20,684 39,224
73278L105 POOL CORPORATION 13,762 13,638
67066G104 NVIDIA CORP 64,077 213,924
016255101 ALIGN TECHNOLOGY INC 28,741 24,396
45866F104 INTERCONTINENTAL EXC 16,107 22,948
550021109 LULULEMON ATHLETICA    
92826C839 VISA INC-CLASS A SHR 41,177 55,307
532457108 ELI LILLY & CO COM 20,412 42,460
893641100 TRANSDIGM GROUP INC 12,077 24,078
037833100 APPLE INC 52,334 179,802
30303M102 META PLATFORMS INC 51,646 99,537
697435105 PALO ALTO NETWORKS I 9,470 32,753
92532F100 VERTEX PHARMACEUTICA 20,932 24,565
64110L106 NETFLIX INC 17,930 38,327
040413106 ARISTA NETWORKS INC    
983793100 XPO INC 11,250 25,837
252131107 DEXCOM INC 36,665 24,964
02079K107 ALPHABET INC CL C 65,528 138,259
15135B101 CENTENE CORP DEL    
78409V104 S&P GLOBAL INC 21,728 23,407
594918104 MICROSOFT CORP 98,067 186,725
023135106 AMAZON COM INC COM 99,434 144,359
90384S303 ULTA BEAUTY INC 16,509 21,747
001084102 AGCO CORP COM    
518439104 ESTEE LAUDER COMPANI    
36262G101 GXO LOGISTICS INC    
09857L108 BOOKING HOLDINGS INC 12,840 24,842
G1151C101 ACCENTURE PLC 16,176 16,182
892356106 TRACTOR SUPPLY CO CO 16,188 20,163
16679L109 CHEWY INC    
278865100 ECOLAB INC 20,437 22,963
46120E602 INTUITIVE SURGICAL I 19,578 32,883
22160K105 COSTCO WHOLESALE COR    
679295105 OKTA INC 24,141 22,222
90138F102 TWILIO INC    
127387108 CADENCE DESIGN SYSTE 24,600 29,145
13646K108 CANADIAN PACIFIC KAN 25,408 26,053
361ESC049 ESC GCI LIBERTY INC    
88339J105 TRADE DESK INC/THE 17,785 27,972
92338C103 VERALTO CORP    
00724F101 ADOBE INC 22,195 22,234
032654105 ANALOG DEVICES INC 25,155 23,371
040413205 ARISTA NETWORKS INC 14,972 50,402
219948106 CORPAY INC 22,475 29,781
22160N109 COSTAR GROUP, INC 21,758 18,041
23804L103 DATADOG INC 34,401 39,438
64125C109 NEUROCRINE BIOSCIENC 18,248 18,018
91324P102 UNITEDHEALTH GROUP I 36,721 34,904
92537N108 VERTIV HOLDINGS LLC 14,521 24,313

TY 2024 InvestmentsOtherSchedule2
Name:
FRED AND NANCY BRUMLEY FDN
EIN:
37-1588721
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
52470G734 WESTERN ASSET SMASH      
31418ECZ1 FNMA POOL #MA4587      
31418ELY4 FNMA POOL #MA4842      
3133KNSC8 FHLMC POOL #RA6815      
31418EE63 FNMA POOL #MA4656      
74440Y884 PGIM HIGH YIELD-Q 10      
3132DWFG3 FHLMC POOL #SD8267      
52470G742 WESTERN ASSET SMASH      
46434G103 ISHARES CORE MSCI EM AT COST 236,169 247,993
3133KYWY1 FHLMC POOL RB5163 3.      
922908629 VANGUARD MIDCAP VIPE AT COST 427,092 515,054
31418EHJ2 FNMA POOL MA4732 4.0      
52470G759 WESTERN ASSET SMASH      
31418D4Y5 FNMA POOL MA4438 2.5      
3140XK2K5 FNMA POOL #FS4377      
31418EDE7 FNMA POOL #MA4600      
33739H101 FIRST TRUST GLOBAL T AT COST 105,394 108,858
381430107 GOLDMAN SACHS ACTIVE AT COST 247,355 257,952
381430503 GOLDMAN ACTIVEBETA U      
46090F100 INVESCO OPTIMUM YIEL AT COST 157,361 150,437
464287150 ISHARES CORE S&P TOT      
464287226 ISHARES CORE U.S. AG AT COST 798,019 794,677
464288281 ISHARES JP MORGAN US      
46432F842 ISHARES CORE MSCI EA AT COST 450,302 458,226
46434V613 ISHARES CORE TOTAL B      
72201R833 PIMCO ENHANCED SHORT      
921908844 VANGUARD DIVIDEND AP      
921937793 VANGUARD LONG-TERM B      
46435U853 ISHARES BROAD USD HI AT COST 160,045 158,197
92206C664 VANGUARD RUSSELL 200 AT COST 238,974 248,159

TY 2024 OtherDecreasesSchedule
Name:
FRED AND NANCY BRUMLEY FDN
EIN:
37-1588721
Description Amount
TAX LOT BASIS ADJUSTMENT 89


TY 2024 OtherExpensesSchedule
Name:
FRED AND NANCY BRUMLEY FDN
EIN:
37-1588721
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 22 22   0


TY 2024 OtherIncreasesSchedule
Name:
FRED AND NANCY BRUMLEY FDN
EIN:
37-1588721
Description Amount
COST BASIS ADJUSTMENT 77
MUTUAL FUND TIMING ADJ 1,832
PY PENDING SALES 48
PY PURCHASE OF ACCRUED INTEREST 3


TY 2024 OtherProfessionalFeesSchedule
Name:
FRED AND NANCY BRUMLEY FDN
EIN:
37-1588721
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 5,143     5,143
INVESTMNT MNGMNT FEES (NON-DED 5,263 5,263    


TY 2024 TaxesSchedule
Name:
FRED AND NANCY BRUMLEY FDN
EIN:
37-1588721
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,603 1,603   0
FEDERAL TAX PAYMENT - PRIOR YE 4,621 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,992 0   0
FOREIGN TAXES ON NONQUALIFIED 736 736   0