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
BRAUNER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4846 VISTA ARROYO
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LA MESA, CA91941
A Employer identification number

87-2271068
B Telephone number (see instructions)

(619) 865-5254
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$996,287
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,213
2 Check right arrow.............
3 Interest on savings and temporary cash investments 39 39  
4 Dividends and interest from securities... 24,788 24,788  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 45,389
b Gross sales price for all assets on line 6a 304,886
7 Capital gain net income (from Part IV, line 2)... 45,389
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........ 71,429 70,216  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 5,409 4,760   650
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 408 408    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,817 5,168   650
25 Contributions, gifts, grants paid....... 49,677 49,677
26 Total expenses and disbursements. Add lines 24 and 25 55,494 5,168   50,327
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,935
b Net investment income (if negative, enter -0-) 65,048
c Adjusted net income (if negative, enter -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......... 20,766 10,305 10,305
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 614,465 Click to see attachment
List of Attached Documents:
// Content
656,288
656,288
c Investments—corporate bonds (attach schedule)....... 309,248 Click to see attachment
List of Attached Documents:
// Content
329,694
329,694
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)..........      
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) 944,479 996,287 996,287
Liabilities 17 Accounts payable and accrued expenses.......... 2,724 3,600
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)......... 2,724 3,600
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........... 941,755 992,687
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........    
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)..... 941,755 992,687
30 Total liabilities and net assets/fund balances (see instructions). 944,479 996,287
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
941,755
2
Enter amount from Part I, line 27a .....................
2
15,935
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
34,997
4
Add lines 1, 2, and 3 ..........................
4
992,687
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
992,687
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 5-SHS-ABBVIE INC COM USD0.01 ABBV 00 P 2020-03-31 2024-03-18
b 45.659-SHS-FIDELITY OVERSEAS FOSFX 3 P 2022-09-21 2024-11-19
c 14-SHS-PAYCHEX INC COM USD0.01 PAYX P 2020-03-31 2024-08-16
d 82.884-SHS-FIDELITY VALUE DISCOVERY P 2023-03-21 2024-03-18
e 135.27-SHS-J P MORGAN EXCHANGE TRADE P 2024-03-18 2024-11-19
6-SHS-ABBVIE INC COM USD0.01 ABBV 00 P 2020-03-31 2024-06-12
4-SHS-GENERAL DYNAMICS CORP COM USD1 P 2020-03-31 2024-03-18
6-SHS-PHINIA INC COMMON STOCK PHIN 7 P 2020-05-04 2024-08-16
292.212-SHS-HARTFORD SCHRODERS EMRG P 2024-06-12 2024-11-19
16-SHS-J P MORGAN EXCHANGE TRADED FD P 2024-04-22 2024-11-19
4.26-SHS-APPLE INC AAPL XXX-XX-XXXX P 2020-03-31 2024-07-16
554.198-SHS-HARTFORD SCHRODERS EMRG P 2022-11-04 2024-11-19
93.181-SHS-STRATEGIC ADVISERS SHORT P 2021-10-12 2024-04-22
20-SHS-ISHARES CORE S&P MID-CAP ETF P 2024-03-18 2024-05-23
192.785-SHS-JPMORGAN US EQUITY FUND P 2024-03-18 2024-05-23
4.47-SHS-APPLE INC AAPL XXX-XX-XXXX P 2020-03-31 2024-09-30
136-SHS-ISHARES S&P MID-CAP 400 GROW P 2022-12-13 2024-03-18
562.331-SHS-STRATEGIC ADVISERS SHORT P 2021-10-12 2024-09-10
70.95-SHS-ISHARES CORE S&P MID-CAP E P 2024-03-18 2024-07-16
273.264-SHS-JPMORGAN US EQUITY FUND P 2024-09-10 2024-10-31
4.65-SHS-APPLE INC AAPL XXX-XX-XXXX P 2020-03-31 2024-10-31
25-SHS-ISHARES S&P MID-CAP 400 GROWT P 2022-12-13 2024-05-23
375.785-SHS-T ROWE PRICE U.S EQUITY P 2022-09-21 2024-02-13
15.49-SHS-ISHARES CORE S&P MID-CAP E P 2024-09-10 2024-11-15
104.385-SHS-JPMORGAN US EQUITY FUND P 2024-03-18 2024-11-15
4.4-SHS-APPLE INC AAPL XXX-XX-XXXX P 2020-03-31 2024-11-15
14-SHS-ISHARES TR MSCI EAFEMIN VL EF P 2022-12-13 2024-03-18
4-SHS-UNITED PARCEL SERVICE INC CL B P 2020-03-31 2024-06-12
67-SHS-ISHARES TR MSCI EAFEMIN VL EF P 2023-03-21 2024-03-18
55.795-SHS-JPMORGAN US EQUITY FUND C P 2024-04-22 2024-11-15
3.692-SHS-CONSTELLATION ENERGYCORP C P 2020-03-31 2024-04-22
13.38-SHS-ISHARES TR MSCI EAFEMIN VL P 2022-12-13 2024-08-16
3-SHS-UNITEDHEALTH GROUP INC UNH 913 P 2020-03-31 2024-03-18
70-SHS-ISHARES TR US TREAS BD ETF GO P 2023-11-02 2024-04-22
75.787-SHS-JPMORGAN US EQUITY FUND C P 2024-09-10 2024-11-15
1.308-SHS-CONSTELLATION ENERGYCORP C P 2020-07-06 2024-04-22
190.08-SHS-ISHARES TR MSCI EAFEMIN V P 2022-11-04 2024-11-19
3-SHS-UNITEDHEALTH GROUP INC UNH 913 P 2020-03-31 2024-06-12
85-SHS-ISHARES TR US TREAS BD ETF GO P 2024-03-18 2024-04-22
391.93-SHS-SCHWAB STRATEGIC TR US RE P 2024-09-10 2024-11-15
5-SHS-CONSTELLATION ENERGYCORP COM C P 2020-03-31 2024-06-12
155.62-SHS-ISHARES TR MSCI EAFEMIN V P 2022-12-13 2024-11-19
0.32-SHS-WILLIAM BLAIR INT'L GROWTH P 2021-11-15 2024-11-15
324-SHS-ISHARES TR US TREAS BD ETF G P 2023-11-02 2024-06-12
245.806-SHS-WESTERN ASSET CORE BOND P 2024-03-18 2024-04-22
236.824-SHS-DFA EMERGING MRKTS CORE P 2022-12-13 2024-03-18
19-SHS-ISHARES TRUST S & P MID CAPIT P 2022-12-13 2024-03-18
34.856-SHS-WILLIAM BLAIR INT'L GROWT P 2010-05-27 2024-11-15
67.71-SHS-ISHARES TR US TREAS BD ETF P 2023-11-02 2024-08-16
0.001-SHS-WESTERN ASSET CORE BOND FU P 2024-02-13 2024-08-16
318.826-SHS-DFA EMERGING MRKTS CORE P 2022-12-13 2024-11-19
4.53-SHS-MARSH &MCLENNAN COMPANIES I P 2020-05-04 2024-10-31
216.281-SHS-AMERICAN BOND FUND OF AM P 2023-11-02 2024-04-22
660.29-SHS-ISHARES TR US TREAS BD ET P 2023-11-02 2024-09-10
208.885-SHS-WESTERN ASSET CORE BOND P 2024-07-16 2024-08-16
2-SHS-DIAGEO ADR EACH REPR4 ORD GBX2 P 2020-03-31 2024-05-23
1.07-SHS-MARSH &MCLENNAN COMPANIES I P 2020-03-31 2024-11-15
301.641-SHS-AMERICAN BOND FUND OF AM P 2023-11-02 2024-08-16
28-SHS-ISHARES TRUST S & P MID CAPIT P 2023-03-21 2024-03-18
261.574-SHS-WESTERN ASSET CORE BOND P 2024-02-13 2024-09-10
1-SHS-DIAGEO ADR EACH REPR4 ORD GBX2 P 2020-04-01 2024-05-23
3.47-SHS-MARSH &MCLENNAN COMPANIES I P 2020-05-04 2024-11-15
487.099-SHS-BAIRD CORE PLUS BOND INS P 2024-09-30 2024-10-31
62.31-SHS-J P MORGAN EXCHANGE TRADED P 2024-06-12 2024-09-30
1135.243-SHS-WESTERN ASSET CORE BOND P 2024-02-13 2024-09-30
331.687-SHS-FIDELITY ADVISOR FOCUSED P 2022-11-04 2024-11-19
2.01-SHS-MCKESSON CORP MCK 58155Q103 P 2020-03-31 2024-10-31
1971.971-SHS-BLACKROCK TOTAL RETURN P 2024-09-30 2024-10-31
8.73-SHS-J P MORGAN EXCHANGE TRADED P 2024-03-18 2024-11-15
790.372-SHS-WESTERN ASSET CORE BOND P 2024-05-23 2024-09-30
44.165-SHS-FIDELITY INTL SMALL CAP O P 2020-04-01 2024-11-19
850.838-SHS-OAKMARK INTL INVESTOR CL P 2022-09-21 2024-11-19
104.214-SHS-CAUSEWAY EMERGING MRKTS P 2024-04-22 2024-05-23
7.69-SHS-J P MORGAN EXCHANGE TRADED P 2024-06-12 2024-11-15
(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 894   377 517
b 2,931   2,100 831
c 1,755   895 860
d 3,021   2,803 218
e 8,238   8,389 -151
996   452 544
1,106   530 576
272   118 154
5,014   4,909 105
974   967 7
998   272 726
9,510   7,734 1,776
923   943 -20
1,186   1,172 14
4,594   4,478 116
1,038   286 752
12,003   9,617 2,386
5,635   5,691 -56
4,380   4,158 222
7,075   6,774 301
1,056   297 759
2,230   1,768 462
18,346   13,615 4,731
997   912 85
2,787   2,425 362
992   281 711
988   904 84
549   388 161
4,730   4,408 322
1,490   1,260 230
664   119 545
989   864 125
1,469   730 739
1,554   1,537 17
2,024   1,879 145
235   43 192
13,740   11,141 2,599
1,481   730 751
1,887   1,914 -27
8,712   9,061 -349
1,084   161 923
11,249   10,044 1,205
9   14 -5
7,345   7,115 230
2,527   2,579 -52
5,409   4,826 583
2,159   1,951 208
989   611 378
1,570   1,487 83
       
7,620   6,498 1,122
999   448 551
2,379   2,344 35
15,582   14,500 1,082
2,258   2,223 35
276   252 24
237   95 142
3,472   3,270 202
3,182   2,828 354
2,875   2,736 139
138   123 15
769   344 425
4,939   5,071 -132
4,110   4,000 110
12,397   11,875 522
10,587   8,087 2,500
1,021   268 753
19,483   20,094 -611
530   541 -11
8,631   8,228 403
916   684 232
21,671   17,655 4,016
1,202   1,110 92
467   494 -27
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       517
b       831
c       860
d       218
e       -151
      544
      576
      154
      105
      7
      726
      1,776
      -20
      14
      116
      752
      2,386
      -56
      222
      301
      759
      462
      4,731
      85
      362
      711
      84
      161
      322
      230
      545
      125
      739
      17
      145
      192
      2,599
      751
      -27
      -349
      923
      1,205
      -5
      230
      -52
      583
      208
      378
      83
       
      1,122
      551
      35
      1,082
      35
      24
      142
      202
      354
      139
      15
      425
      -132
      110
      522
      2,500
      753
      -611
      -11
      403
      232
      4,016
      92
      -27
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 45,389
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 4,071
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) 1 904
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  
3 Add lines 1 and 2........................... 3 904
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 904
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 18
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 922
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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 arrowCA
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 arrowN/A
14
The books are in care ofright arrowPAM BRAUNER Telephone no.right arrow (619) 865-5254

Located atright arrow4846 VISTA ARROYOLA MESACA ZIP+4right arrow91941
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
 
 
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
DAVID BRAUNER PRESIDENT
5.00
0 0 0
4846 VISTA ARROYO
LA MESA,CA91941
PAM BRAUNER SECRETARY/TR
5.00
0 0 0
4846 VISTA ARROYO
LA MESA,CA91941
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  
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 arrow  
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 N/A  
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
970,415
b
Average of monthly cash balances.......................
1b
12,202
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
982,617
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
982,617
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,739
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
967,878
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
48,394
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
48,394
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
904
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
904
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
47,490
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
47,490
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
47,490
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
50,327
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
50,327
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 47,490
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 41,937
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 50,327
a Applied to 2023, but not more than line 2a 41,937
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount..... 8,390
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
39,100
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) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
DAVID BRAUNER
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

ACLU OF SOUTHERN CALIFORNIA

1313 W 8TH ST
LOS ANGELES,CA90017
NONE 501C3 CHARITABLE DONATION 1,012

AMERICAN RED CROSS

PO BOX 37839
BOONE,IA50037
NONE 501C3 CHARITABLE DONATION 500

AMERICARES

88 HAMILTON AVE
STAMFORD,CT06902
NONE 501C3 CHARITABLE DONATION 500

ANERA

1111 14TH STREET NW STE
WASHINGTON,DC20005
NONE 501C3 CHARITABLE DONATION 500

ANGELS FOSTER FAMILY NETWORK

9295 FARNHAM STREET SUIT
SAN DIEGO,CA92123
NONE 501C3 CHARITABLE DONATION 520

BETHANY CHRISTIAN SERVICES

901 EASTERN AVE NE
GRAND RAPIDS,MI49501
NONE 501C3 CHARITABLE DONATION 500

BOYS TOWN

14100 CRAWFORD ST
BOYS TOWN,NE68010
NONE 501C3 CHARITABLE DONATION 500

CATHOLIC CHARITIES DIOCESE OF SAN D

3888 PADUCAH DR
SAN DIEGO,CA92117
NONE 501C3 CHARITABLE DONATION 515

CATHOLIC RELIEF SERVICES

228 W LEXINGTON ST
BALTIMORE,MD21201
NONE 501C3 CHARITABLE DONATION 500

CHARITY NAVIGATOR

299 MARKET ST
SADDLE BROOK,NJ07663
NONE 501C3 CHARITABLE DONATION 100

COLINA DE LUZ

PO BOX 2969
CHULA VISTA,CA91912
NONE 501C3 CHARITABLE DONATION 500

DOCTORS WITHOUT BORDERSDIRECT

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006
NONE 501C3 CHARITABLE DONATION 1,500

FAMILY RADIO

4057 RURAL PLAINS CIRCLE
FRANKLIN,TN37064
NONE 501C3 CHARITABLE DONATION 515

FEEDING AMERICA

161 NORTH CLARK ST STE
CHICAGO,IL60601
NONE 501C3 CHARITABLE DONATION 500

FEEDING SAN DIEGO

9477 WAPLES ST STE 100
SAN DIEGO,CA92121
NONE 501C3 CHARITABLE DONATION 500

HABITAT FOR HUMANITY

322 WEST LAMAR STREET
AMERICUS,GA317093543
NONE 501C3 CHARITABLE DONATION 500

INNOCENCE PROJECT SO CALIF

225 CEDAR ST
SAN DIEGO,CA92101
NONE 501C3 CHARITABLE DONATION 500

INNOCENCE PROJECT

40 WORTH ST RM 701
NEW YORK,NY100132994
NONE 501C3 CHARITABLE DONATION 540

INTERNATIONAL JUSTICE MISSION

PO BOX 96961
WASHINGTON,DC20090
NONE 501C3 CHARITABLE DONATION 500

JUST IN TIME FOR FOSTER YOUTH

PO BOX 601627
SAN DIEGO,CA92106
NONE 501C3 CHARITABLE DONATION 1,135

KCBS

865 BATTERY STREET
SAN FRANCISCO,CA94111
NONE 501C3 CHARITABLE DONATION 253

KITCHENS FOR GOOD

2799 HEALTH CENTER DR
SAN DIEGO,CA92123
NONE 501C3 CHARITABLE DONATION 535

MAKE A WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON RD
SAN DIEGO,CA92123
NONE 501C3 CHARITABLE DONATION 500

MARCH OF DIMES

PO BOX 8972
TOPEKA,KS66608
NONE 501C3 CHARITABLE DONATION 1,000

MEALS ON WHEELS AMERICA

1550 CRYSTAL DRIVE
ARLINGTON,VA22202
NONE 501C3 CHARITABLE DONATION 500

MEALS ON WHEELS GREATER SAN DIEGO

9590 CHESAPEAKE DRIVE
SAN DIEGO,CA92123
NONE 501C3 CHARITABLE DONATION 1,000

MONARCH SCHOOL

1625 NEWTON AVE
SAN DIEGO,CA92113
NONE 501C3 CHARITABLE DONATION 1,000

PERKINS SCHOOL FOR THE BLIND

175 NORTH BEACON STREET
WATERTOWN,MA02472
NONE 501C3 CHARITABLE DONATION 500

PRESBYTERIAN HUNGER MISSION

100 WITHERSPOON STREET
LOUISVILLE,KY40202
NONE 501C3 CHARITABLE DONATION 1,000

PRISON FELLOWSHIP

44180 RIVERSIDE PARKWAY
LANDSDOWN,VA20176
NONE 501C3 CHARITABLE DONATION 500

RONALD MCDONALD HOUSE

2929 CHILDRENS WAY
SAN DIEGO,CA92123
NONE 501C3 CHARITABLE DONATION 525

SALVATION ARMY

825 7TH AVE SAN DIEGO
SAN DIEGO,CA92101
NONE 501C3 CHARITABLE DONATION 1,541

SAN DIEGO FOOD BANK

950 DISTRIBUTION AVE
SAN DIEGO,CA92121
NONE 501C3 CHARITABLE DONATION 2,064

SAN DIEGO FOSTER ANGELS

4462 SAPPHIRE LANE
OCEANSIDE,CA92056
NONE 501C3 CHARITABLE DONATION 1,020

SAN DIEGO MILITARY OUTREACH MINISTR

4426 HARBISON AVE
LA MESA,CA91942
NONE 501C3 CHARITABLE DONATION 250

SAN DIEGO RESCUE MISSION

120 ELM ST
SAN DIEGO,CA92101
NONE 501C3 CHARITABLE DONATION 2,060

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST S
FAIRFIELD,CT06825
NONE 501C3 CHARITABLE DONATION 500

SHRINERS HOSPITAL FOR CHILDREN

PO BOX 1525
RANSON,WV25438
NONE 501C3 CHARITABLE DONATION 1,200

SMILETRAINORG

633 THIRD AVE 9TH FLOOR
NEW YORK,NY10017
NONE 501C3 CHARITABLE DONATION 529

ST JUDE

262 DANNY THOMAS PLACE
MEMPHIS,TN38105
NONE 501C3 CHARITABLE DONATION 500

ST VINCENT DE PAULFATHER JOE'S VI

3350 E ST
SAN DIEGO,CA92102
NONE 501C3 CHARITABLE DONATION 1,050

STL JOSEPH INDIAN SCHOOL

1301 NORTH MAIN ST
CHAMERBLAIN,SD57325
NONE 501C3 CHARITABLE DONATION 500

UNICEF USA

125 MAIDEN LANE
NEW YORK,NY10038
NONE 501C3 CHARITABLE DONATION 1,046

UNITED WAY

701 N FAIRFAX STREET
ALEXANDRIA,VA22314
NONE 501C3 CHARITABLE DONATION 500

WESTMINSTER PRES

3598 TALBOT ST
SAN DIEGO,CA92106
NONE 501C3 CHARITABLE DONATION 14,700

WORLD CENTRAL KITCHEN

PO BOX 96538
WASHINGTON,DC20090
NONE 501C3 CHARITABLE DONATION 1,543

WORLD FOOD PROGRAM GIVING BASKET

1750 H ST NW
WASHINGTON,DC20090
NONE 501C3 CHARITABLE DONATION 500

WORLD VISION

PO BOX 9716
FEDERAL WAY,WA98063
NONE 501C3 CHARITABLE DONATION 512

YOUTH ASSISTANCE COALITION

1848 COMMERCIAL ST
SAN DIEGO,CA92113
NONE 501C3 CHARITABLE DONATION 512
Total .................................right arrow 3a 49,677
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 ...........
    14 39  
4 Dividends and interest from securities ....     14 24,788  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    14 7,341 38,048
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) ..   32,168 38,048
13Total. Add line 12, columns (b), (d), and (e)..................
13
70,216
(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 InvestmentsCorpBondsSchedule
Name:
BRAUNER FAMILY FOUNDATION
EIN:
87-2271068
Name of Bond End of Year Book Value End of Year Fair Market Value
FIDELITY BOND FUNDS 329,694 329,694

TY 2024 InvestmentsCorpStockSchedule
Name:
BRAUNER FAMILY FOUNDATION
EIN:
87-2271068
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY STOCK FUNDS 309,978 309,978
FIDELITY EXCHANGE TRADED PRODUCTS 291,722 291,722
FIDELITY STOCKS 41,011 41,011
FIDELITY SIMON PROPERTY GROUP 1,550 1,550
FIDELITY GOVT CASH RESERVES 9,261 9,261
FIDELITY INVESTMENT YE CREDIT BALANC 2,766 2,766

TY 2024 OtherIncreasesSchedule
Name:
BRAUNER FAMILY FOUNDATION
EIN:
87-2271068
Description Amount
UNREALIZED GAINS ON SECURITITIES 34,997


TY 2024 OtherProfessionalFeesSchedule
Name:
BRAUNER FAMILY FOUNDATION
EIN:
87-2271068
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FIDELITY BROKERAGE INVESTMENT FE 4,109 4,110    
TAX - ACCOUNTING 1,300 650   650


TY 2024 TaxesSchedule
Name:
BRAUNER FAMILY FOUNDATION
EIN:
87-2271068
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IRS TAX 340 340    
FOREIGN INVESTMENT TAX 42 42    
CA AG 26 26