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
Barbara Brunckhorst Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)2702 Monument Ave
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Richmond, VA23220
A Employer identification number

86-6502564
B Telephone number (see instructions)

(804) 241-9649
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$540,978,518J 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) 14,057,100
2 Check right arrow.............
3 Interest on savings and temporary cash investments 706,362 706,362  
4 Dividends and interest from securities... 8,694,749 8,694,249  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,102,520
b Gross sales price for all assets on line 6a 416,018,235
7 Capital gain net income (from Part IV, line 2)... 15,102,520
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........ 38,560,731 24,503,131  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 168,000 16,800   151,200
14 Other employee salaries and wages...... 139,250     139,250
15 Pension plans, employee benefits....... 23,887      
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
29,897     29,897
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
150,000 100,000   50,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,081,942 3,031,942   50,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
296,801      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,002     2,002
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
24,019 1,827   22,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,915,798 3,150,569   444,349
25 Contributions, gifts, grants paid....... 23,220,000 23,220,000
26 Total expenses and disbursements. Add lines 24 and 25 27,135,798 3,150,569   23,664,349
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,424,933
b Net investment income (if negative, enter -0-) 21,352,562
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......... 2,400,934 7,872,241 7,872,241
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.......... 285,993 189,192 189,192
10a Investments—U.S. and state government obligations (attach schedule) 51,523,710 Click to see attachment
List of Attached Documents:
// Content
19,453 		19,750
b Investments—corporate stock (attach schedule)....... 208,092,095 Click to see attachment
List of Attached Documents:
// Content
237,452,109 		329,154,981
c Investments—corporate bonds (attach schedule)....... 55,737,383 Click to see attachment
List of Attached Documents:
// Content
88,651,364 		93,182,096
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).......... 96,240,650 Click to see attachment
List of Attached Documents:
// Content
91,518,839 		110,560,258
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) 414,280,765 425,703,198 540,978,518
Liabilities 17 Accounts payable and accrued expenses.......... 2,500  
18 Grants payable................. 72,000,000 50,000,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 72,002,500 50,000,000
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........ 342,278,265 375,703,198
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)..... 342,278,265 375,703,198
30 Total liabilities and net assets/fund balances (see instructions). 414,280,765 425,703,198
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
342,278,265
2
Enter amount from Part I, line 27a .....................
2
11,424,933
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
22,000,000
4
Add lines 1, 2, and 3 ..........................
4
375,703,198
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
375,703,198
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 Rockefeller Capital Management P 2024-01-01 2024-12-31
b
c
d
e
(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 416,018,235   400,915,715 15,102,520
b
c
d
e
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       15,102,520
b
c
d
e
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 15,102,520
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 15,102,520
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) 1 296,801
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........................... 3 296,801
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- ..... 5 296,801
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 485,993
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.............. 7 485,993
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 189,192
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow189,192 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 arrowVA
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowKandel & Company Telephone no.right arrow (804) 241-9649

Located atright arrow175 Pinelawn RoadMelvilleNY ZIP+4right arrow11747
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
Richard Todd Stravitz Trustee
20.00 		84,000    
2702 Monument Avenue
Richmond,VA23220
Ansley S Dowler Trustee
1.00 		0    
4480 Springfield Road
Glen Allen,VA23060
Susan S Kemp Trustee
20.00 		84,000    
7004 Wildon Grove Road
Gordonsville,VA22942
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
Glen G Besa Grants Admin
20.00 		55,200    
4896 Burnham Road
North Chesterfield,VA23234
Bradley S Kemp Assistant
10.00 		10,050    
100 Pinewood Rd-Unit 325
Virginia Beach,VA23451
Emily R Stravitz Program Admin
20.00 		74,000    
2702 Monument Ave
Richmond,VA23220
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
Rockefeller Capital Management Investment Management 2,931,942
One Town Center Road-Ste 500
Boca Raton,FL33486
McGuire Woods LLP Legal Services 29,897
800 East Canal Street
Richmond,VA23219
Kandel & Company CPA Professional Services 300,000
175 Pinelawn Road
Melville,NY11747
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  
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
504,327,487
b
Average of monthly cash balances.......................
1b
8,465,420
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
512,792,907
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
 
3
Subtract line 2 from line 1d.........................
3
512,792,907
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,691,894
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
505,101,013
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
25,255,051
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
25,255,051
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
296,801
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
296,801
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
24,958,250
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
24,958,250
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
24,958,250
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
23,664,349
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
23,664,349
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 24,958,250
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 5,188,613
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$ 23,664,349
a Applied to 2023, but not more than line 2a 5,188,613
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 18,475,736
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 .......... 		6,482,514
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).)
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
Capital Region Land Conservancy


200 S 3rd Street
Richmond,VA23219 		N/A PC General Purpose unless otherwise stated 50,000
Dogwood Alliance


45 S French Broad Ave-Ste 170
Asheville,NC28801 		N/A PC General Purpose unless otherwise stated 50,000
Environmental Law Alliance Worldwid


1412 Pearl Street
Eugene,OR97401 		N/A PC General Purpose unless otherwise stated 75,000
Espanola Humane


108 Hamm Parkway
Espanola,NM87532 		N/A PC General Purpose unless otherwise stated 90,000
James River Association


16 South 17th St-Ste 100
Richmond,VA23219 		N/A PC General Purpose unless otherwise stated 75,000
REPRO-Rising Virginia Foundation


PO Box 1204
Alexandria,VA22313 		N/A PC General Purpose unless otherwise stated 75,000
Partnership for Smarter Growth


701 E Franklin St-Ste 800
Richmond,VA23219 		N/A PC General Purpose unless otherwise stated 50,000
Partnership Project Inc


PO Box 65826
Washington,DC20035 		N/A PC Equitable & Just Nat'l Climate Forum 75,000
Planned Parenthood of Greater Texas


7424 Greenville Ave-Ste206
Dallas,TX75231 		N/A PC General Purpose unless otherwise stated 75,000
Richmond Animal Welfare Foundation


1600 Chamberlayne Ave
Richmond,VA23222 		N/A PC General Purpose unless otherwise stated 100,000
Rockefeller Philanthropy Advisors


120 Broadway-Ste 3475
New York,NY10271 		N/A PC Just Transition Fund 100,000
Tramp's Rescue


22511 Mt Cloud Road
Bowling Green,VA22427 		N/A PC General Purpose unless otherwise stated 30,000
Union of Concerned Scientists


2 Brattle Square-6th FL
Cambridge,MA02138 		N/A PC General Purpose unless otherwise stated 75,000
VA Institute Marine Science Foundat


1370 Greate Rd
Gloucester Point,VA23062 		N/A PC General Purpose unless otherwise stated 100,000
VCU School of Medicine


800 East Leigh St-Box 980568
Richmond,VA23298 		N/A GOV To Fund the Liver Institute and Endow two Chairs. 22,000,000
Wildlife Center of Virginia


1800 S Delphine Ave
Waynesboro,VA22980 		N/A PC General Purpose unless otherwise stated 100,000
Virginia Conservation Network


701 E Franklin St-Ste 800
Richmond,VA23219 		N/A PC General Purpose unless otherwise stated 50,000
American Assoc Study of Liver Disea


1001 N Fairfax St
Alexandria,VA22314 		N/A PC General Purpose unless otherwise stated 50,000
Total .................................right arrow 3a 23,220,000
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 ........... 		    14 706,362  
4 Dividends and interest from securities ....     14 8,694,249 500
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 15,102,520  
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) ..   24,503,131 500
13Total. Add line 12, columns (b), (d), and (e)..................
13
24,503,631
(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.)
4 Interest on Tax Exempt Securities
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: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Barbara Brunckhorst Foundation
 
Employer identification number

86-6502564
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Barbara Brunckhorst Foundation
  		Employer identification number
86-6502564
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Barbara Brunckhorst 1994 Trust
2702 Monument Ave
 
Richmond, VA23220

$ 14,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Richard T Stravitz CRT
2702 Monument Ave
 
Richmond, VA23220

$ 27,134


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
Susan S Kemp CRT
2702 Monument Ave
 
Richmond, VA23220

$ 29,966


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Barbara Brunckhorst Foundation
  		Employer identification number

86-6502564
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Barbara Brunckhorst Foundation
  		Employer identification number

86-6502564
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2

TY 2024 AccountingFeesSchedule
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Kandel & Company-Accounting & Tax Prep 150,000 100,000 0 50,000

TY 2024 ContractorCompensationExpln
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
Contractor Explanation
Kandel & Company CPA Accounting, Tax Preparation & Foundation Advisory Consultation
McGuire Woods LLP Legal Services Pertaining to Foundation Grants
Rockefeller Capital Management Investment Management & Advisory

TY 2024 InvestmentsCorpBondsSchedule
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
Name of Bond End of Year Book Value End of Year Fair Market Value
Citigroup Global Mkts Holdings-9/20/24    
Aflac Inc-6.45%,8/15/40    
Alabama Power-5.5%,3/15/41 199,565 195,262
Alibab Group Hldg-3.6%,11/28/24    
Appalachian Power-6.375,4/1/36 392,715 387,941
Banco Santander SA-1.849%,3/25/26 357,102 384,736
Banco Santander SA-3.8%,2/23/28 369,884 383,692
Banco Santanda SA-4.375%,4/12/28 548,322 585,336
Bank of America-6%,10/15/36    
Bank of America-5.875%,2/7/42    
Bank of America-6.11%,1/29/37 887,476 880,498
Barrick Gold Corp-5.8%,11/15/34 588,925 589,728
Berkshire Harhaway Energy-6.5%,9/15/37    
Columbia Pipeline Group Inc-5.8%,6/1/45 347,770 337,260
Comcast Corp-6.4%,3/1/40    
Consolidated Edison Co-5.7%,6/15/40 503,325 502,840
Credit Suisse AG-5%,8/3132 905,450 936,726
Duke Energy Progress Inc-6.3%,4/1/38    
Enbridg Energy Ptrs LP-5.5%,9/15/40 165,223 167,510
Entergy Arkansas-4.95%,12/15/44 92,821 90,053
Entergy LA-4.9%,1/15/45 116,538 113,230
General Electric Co-3.75%,8/15/31 53,321 55,253
General Electric Co-5.3%,6/15/36 105,086 107,829
Georgia Power Co-5.4%,6/1/40 182,610 178,321
Georgia Power Co-5.85%,3/1/37 52,491 52,083
Goldman Sachs Group Inc-5.15%,7/15/38 98,014 96,911
Goldman Sachs Group Inc-6.25%,2/1/41    
Halliburton Co-6.7%,9/15/38    
Hartford Fin'l Svcs Group-6.1%,10/1/41 201,556 204,224
HSBC Bank USA-5.625%,8/15/35 461,485 498,255
Indiana Mich Power-6.05%,3/15/37 104,256 102,963
Intel Corp-5.05%,8/5/62 1,511,203 1,365,507
Interstate Power & Lt-6.25%,7/15/39    
JP Morgan Chase-5.5%,10/15/40 186,534 199,000
JP Morgan Chase-6.4%,5/15/38    
JP Morgan Chase-4.95%,6/1/45 705,417 680,963
JP Morgan Chase-5.625%,8/16/43 301,626 299,004
Keybank National Assoc-4.9%,8/8/32 478,582 473,830
Koninklijke Philips NV    
Legg Mason Inc 852,031 856,065
Lincoln National Corp-6.3%,10/9/37    
Lincoln National Corp-7%,6/15/40 133,203 136,661
Lloyds Banking Group 190,874 196,230
Lloyds Banking Group 238,658 244,173
Morgan Stanley MTN-6.375%,7/24/42    
Morgan Stanley-Ser A-0%,1/10/25    
Nevada Power-5.375%,9/15/40 245,085 241,008
Nevada Power-6.65%,4/1/36    
Nomura Holdings Inc-5.386%,7/6/27 597,328 604,581
Pacificorp-5.75%,4/1/37 507,929 502,785
Pacificorp-6.25%,10/15/37    
Philip Morris Int'l Inc-4.875%,11/15/43 1,055,683 1,028,640
Philip Morris Int'l Inc-6.375%,5/16/38    
PPG Indus Inc-5.5%,11/15/40 148,133 147,227
PPL Electric Utils-6.25%,5/15/39    
Prudential Fin'l Inc-5.1%,8/15/43 94,154 93,692
Prudential Fin'l Inc-6.625%,6/21/40    
Public Service Elec & Gas-5.7%,12/1/36 111,763 112,075
Puget Energy Inc-5.795%,3/15/40 226,922 232,292
Puget Energy Inc-6.274%,3/15/37    
Regions Bank-6.45%,6/26/37 1,201,267 1,147,878
San Diego Gas & Elec-3.95%,11/15/41 81,292 79,357
San Diego Gas & Elec-6%,6/1/39    
Sierra Pacific Power-6.75%,7/1/37    
Southern CA Edison-5.5%,3/15/40 163,037 170,536
Southern CA Edison-5.55%,1/15/36 99,646 99,163
Southern CA Edison-5.95%,2/1/38 103,150 102,384
Southern CA Edison-6.05%,3/15/39 103,983 103,378
Southern CA Edison-Ser 22-5.45%,6/1/52 177,692 187,946
Tampa Electric-6.15%,5/15/37    
Toledo Edison-6.15%,5/15/37 105,758 105,281
Toledo Hospital Ser 2018B-6.015%,11/15/4 237,233 244,775
Toledo Hospital Ser 2018B-5.75%,11/15/38 241,088 245,750
Virginia Electric & Pwr-6.35%,11/30/37    
Wisconsin Power & Light    
Alabama Power-5.2%,6/1/41 189,034 189,682
Amgen Inc-5.65%,3/2/53 101,728 96,277
Amgen Inc-5.7%,3/15/40 149,724 148,842
Amgen Inc-6.4%,2/1/39    
Appalachian Power-6.7%,8/15/37    
Arch Capital Finance 917,620 895,820
Arizona Pub Svc Co 785,261 773,390
Assured GTY US Holdings    
Atmos Energy Corp 98,537 99,058
Banco Santander SA-3.49%,5/28/30 176,046 182,228
Banco Santanda SA-5.147,8/18/25 592,910 600,546
Bank America Corp    
Bank America Corp    
Bank America Corp 348,092 336,186
Barclays Bank PLC 192,350 186,558
Barrick Gold Corp-6.45%,10/15/35    
Berkshire Harhaway Energy-5.75%,1/15/40    
Cieco Pwr LLC 100,203 99,854
Cisco Systems Inc    
Citibank NA 246,525 257,805
Citigroup Global Mkts-0%,1/23/25    
Citigroup Global Mkts-0%,1/6/25 3,000,000 3,598,800
Citigroup Global Mkts-0%,12/5/24    
Citigroup Inc-6.125%,8/25/36 156,851 153,024
Consolidated Edison NY-5.5%,12/1/39 99,698 98,844
Consolidated Edison NY-6.15%,11/15/52    
Dominion Energy-5.45%,2/1/41 98,545 97,608
DTE Electric Co 99,639 101,722
Duke Energy Ohio-5.65%,4/1/53 451,493 440,410
Duke Energy Progree-6.45%,4/1/39    
Dupont De Nemours-5.419%,11/15/48 598,254 596,784
Florida Pwr & Lt-5.95%,2/1/38    
Florida Pwr & Lt-5.96%,4/1/39    
Goldman Sachs Group Inc-6%,7/5/28    
Goldman Sachs Group Inc-6.75%,10/1/37    
GS Fin'l Corp MTN-0%,1/2/25 2,000,000 2,270,122
GS Fin'l Corp MTN-0%,12/19/24    
Halliburton-4.75%,8/1/43 90,723 87,122
Halliburton-5%,11/15/45 504,718 491,029
Hartford Fin'l Svcs Group-6.625%,3/30/40    
Hartford Fin'l Svcs Group-6.625%,4/15/42    
Huntington National Bank    
IBM Corp-4.7%,2/19/46 180,688 173,576
IBM Corp-5.1%,2/6/53 280,480 275,334
Indiana Mich Power 202,204 194,868
Intel Corp-5.9%,2/10/63 1,317,125 1,172,899
JP Morgan Chase Fin'l-0%,12/19/24    
JP Morgan Chase Fin'l-0%,3/5/25    
JP Morgan Chase Fin'l-0%,7/31/24    
JP Mprgan Chase Fin'l-0%,10/25/24    
JP Morgan Chase Fin'l-0%,12/4/24    
JP Mprgan Chase Fin'l-0%,8/13/25 3,000,000 3,343,950
JP Mprgan Chase Fin'l-0%,9/30/24    
Lloyds Banking Group-4.45%,5/8/25 194,590 199,636
Lowes Cos Inc-5.75%,7/1/53 97,776 97,910
Lowes Cos Inc-5.8%,10/15/36    
Lowes Cos Inc-5.8%,9/15/62 752,819 725,865
Lowes Cos Inc-5.85%,4/1/63 302,098 293,469
Lowes Cos Inc-6.65%,9/15/37    
McKesson Corp-6%,3/1/41    
Merck & Co-5.85%,6/30/39    
Meta Platforms-5.75%,5/15/63    
Meta Platforms-4.65%,8/15/62 429,715 424,335
MetLife Inc-5.25%,1/15/54 190,562 187,190
MetLife Inc-5.875%,2/6/41 101,207 102,066
Mississippi Power Co-4.75%,10/15/41 90,330 84,955
Mizuho Fin'l Group-2.839%,9/13/26 227,545 242,645
Montefiore Med Ctr NY-4.287%,9/1/50 376,975 376,460
Morgan Stanley-Ser A-0%,8/5/25 2,000,000 2,252,700
Nevada Power-5.45%,5/15/41 235,407 231,650
Nomura Holdings Inc-5.842%,1/18/28 201,758 203,999
Oklahoma Gas & Elrctric-5.6%,4/1/53 349,335 340,620
Oracle Corp-5.55%,2/6/53 934,310 944,790
Pacificorp-5.55%,5/15/54 99,421 93,446
Pacificorp-6,1/15/39 303,736 306,018
Pfizer-5.6%,9/15/40 95,152 101,001
Philip Morris Int'l Inc-4.5%,3/20/42 881,840 866,600
Philips 66-4.9%,10/1/46 90,555 85,990
PNC Bank Pittsburgh-4.05%,7/26/28 231,540 241,512
Prudential Fin'l Inc-6.2%,11/15/40    
Public Service Co-6.625%,11/15/37    
Raymond James Fin'l Inc-4.95%,7/15/46 93,006 89,757
Ross Stores-5.45%,4/15/50 987,190 902,670
Royal Bank CDA-0%,1/31/25 1,000,000 1,200,500
Royal Bank CDA-0%,2/21/25 2,000,000 2,173,200
Royal Bank CDA-0%,8/13/25    
Royal Bank CDA-0%,8/28/25 500,000 564,950
Royal Bank CDA-0%,12/4/24    
Royal Bank CDA-0%,1/23/25 1,000,000 1,128,300
Royal Bank CDA-0%,10/10/24    
Royal Bank CDA-0%,10/3/24    
San Diego Gas & Elec-5.35%,4/1/53 97,721 94,095
Royal Bank CDA-0%,6/26/25 3,000,000 3,453,900
Shell Int'l Fin'l-6.375%,12/15/38    
Simon Pacific Group-5.85%,3/8/53 98,056 100,691
Southern CA Edison-5.55%,1/15/37 246,478 248,248
Southern CA Edison-5.7%,3/1/33 178,974 170,205
Southern CA Edison-5.875%,12/1/53 510,845 497,285
Southern CA Gas Co-5.125%,11/15/40 419,456 427,000
Southern CA Gas Co-5.75%,6/1/53 1,010,130 993,400
Southern CA Gas Co-56.35%,11/15/52    
Southwestern Pub Svc-5.15%,6/1/52 94,281 88,883
Spectra Energy Partners LP-5.95%,9/25/43 200,852 197,136
Swiss Bank corp-7.75%,9/1/26 207,073 208,422
Tampa Electric-6.55%,5/15/36    
Transcanada Pipelines Ltd-5%,10/16/43 182,472 178,626
Transcanada Pipelines Ltd-6.1%,6/1/40 530,330 508,035
Truist Bank Charlotte NC-3.3%,5/15/26 460,910 489,585
Tucson Electric Power-5.5%,4/15/53 199,329 190,688
Union Electric Co-5.45%,3/15/53 99,286 95,753
Verizon Communications Inc    
Walmart Inc    
Wells Fargo & Co-4.75%,12/7/46 892,380 842,990
Wells Fargo Bank Nat'l-5.95%,8/26/36 254,092 257,350
West VA Univ Health Sys-4.924%,6/1/48 98,852 94,223
Alleghany Corp-4.9%,9/15/44 136,755 137,770
Barclays Bank-0%,2/19/26 1,000,000 969,200
BOFA Fin-0%,5,22/25 1,000,000 1,115,200
Citigroup Global Mkts-0%,5/2/25 2,000,000 2,560,800
Citigroup Global Mkts-0%,8/19/25 600,000 547,140
Citigroup Global Mkts-0%,12/9/25 3,000,000 2,939,000
Citigroup Global Mkts-0%,6/12/25 1,000,000 1,129,500
Citigroup Global Mkts-0%,2/9/25 1,500,000 1,464,525
Connecticut Lt & Pwr,5.75%,3/1/37 251,682 251,490
Florida Pwr & Lt-5.4%,9/1/35 247,295 252,053
GS Fin'l Corp MTN-0%,8/12/25 1,500,000 1,567,650
GS Fin'l Corp MTN-0%,12/3/25 1,000,000 958,400
GS Fin'l Corp MTN-0%,9/16/25 900,000 1,153,980
GS Fin'l Corp MTN-0%,8/19/25 1,000,000 1,079,559
GS Fin'l Corp MTN-0%,9/17/25 1,000,000 1,059,100
Morgan Stanley Fin'l Index-0%,3/31/25 1,000,000 1,154,150
Morgan Stanley Fin'l Index-0%,5/2/25 2,000,000 2,102,700
Morgan Stanley Fin'l Index-0%,5/20/25 1,000,000 1,085,150
Morgan Stanley Fin'l Index-0%,8/12/25 1,500,000 1,468,575
Royal Bank-0%,6/12/25 1,000,000 1,372,700
Royal Bank-0%,8/12/25 1,500,000 1,669,050
Royal Bank-0%,5/20/25 3,000,000 3,149,100
Royal Bank-0%,8/19/25 1,200,000 1,329,240
Royal Bank-0%,12/19/25 1,000,000 1,043,900
Royal Bank-0%,2/25/26 1,500,000 1,463,400
UBS AG London-5.8%,9/11/25 350,755 352,613
JP Morgan Chase Fin'l-0%,6/25/25 1,000,000 1,105,100
JP Morgan Chase Fin'l-0%,12/3/25 1,000,000 1,284,100
XTO Energy Inc 104,839 105,032

TY 2024 InvestmentsCorpStockSchedule
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
Abbvie    
Alphabet Inc 6,490,850 8,569,800
Amazon Inc 11,771,222 15,357,300
AT & T Inc-Pfd 5%,    
Bank of America Corp    
Berkley WR Corp Pfd-5.1%    
Bristol Myers Squibb Co 538,310 565,600
Capital One Fin'l Corp Pfd J-4.8%    
Caterpillar Inc    
Chevron Corp    
Deere & Co    
Eli Lilly & Co 14,815,624 18,528,000
Exxon Mobil Corp 4,148,774 4,302,800
Ford Motor Co Pdf-6%    
GSK PLC ADR    
Goldman Sachs Group Inc 2,355,797 2,290,480
IBM Corp 2,797,939 4,396,600
L3 Harris Technologies Inc 3,255,443 3,574,760
Merck & Co 3,588,681 3,780,240
Nvidia Corp 23,537,842 48,344,400
Pinnacle West Capital Corp 609,576 593,390
Walmart Inc 4,280,647 7,679,750
Microsoft Corp 8,538,308 12,645,000
Berkshire Hathaway Inc    
Costco Wholesale Corp 7,375,720 10,308,038
Ford Motor Co    
Johnson & Johnson    
Lockheed Martin Corp    
Northrop Grumman Corp    
United Rentals Inc 11,180,818 14,088,800
Adobe Systems Inc    
Advanced Micro Devices Inc    
Affirm Holdinds inc    
American Express Co 4,773,792 7,122,960
Apple Corp 13,787,316 18,030,240
Arista Networks Inc    
ARM Holdings PLC    
Astrazeneca ADR    
Bank of Montreal    
Benton Dickenson & Co    
Block Inc CL A    
Boeing Co    
BP PLC ADR    
Broadcom Inc 8,382,447 19,242,720
Cisco Systems Inc 228,593 236,800
Citigroup    
Conoco Phillips    
Crispr Therapaeutics AG    
Crowdstrike Holding Inc 3,286,533 3,421,600
Cummins Inc 7,421,749 8,366,400
Devon Energy Corp    
Diamondback Energy Inc    
Docusign Inc    
ELF Beauty Inc    
EQT Corp    
Exact Sciences Corp    
Ferrari NV Euro    
GE healthcare Technologies Inc 2,972,405 3,127,200
General Electric Co    
Gilead Sciences Inc    
Illinois Tool Works Inc    
Intel Corp    
Intuitive Surgical Inc 6,728,263 10,961,160
KLA Corp 6,015,085 6,931,320
LAM Research    
Lululemon Athletica Inc 560,773 573,615
Madrigal Pharmaceuticals Inc    
Mercedes Benz Group AG    
Meta Platforms Inc CL A 8,419,107 11,710,200
Micron Technologies Inc 43,598 42,080
Morgan Stanley Co    
Nucor Corp    
Onto Innovation Inc    
Palantir Technologies Inc CL A 3,169,818 5,294,100
Palo Alto Networks Inc 4,612,849 6,550,560
Parker Hannifin Corp    
Paypal Holdings Inc 866,763 853,500
Pioneer Natural Resources Co    
Regeneron Pharmaceuticals Inc    
RTX Corporation 2,359,536 3,008,720
Salesforce Inc    
Schwab, Charles Corp    
Servicenow Inc 6,312,222 10,601,200
Shopify Inc CL A    
Southern Copper Corp    
Southewestern Energy Co    
Starbucks Corp    
Taiwan Semiconductor Manu'f 248,568 236,988
Tesla Inc 8,837,552 9,692,160
The Trade Desk    
Uber Technologies Inc    
Ulta Beauty Inc    
United Health Group Inc    
Vertex Pharmaceuticals Inc 5,071,107 6,040,500
Applovin Corp CL A 1,540,592 1,457,235
Cadence Design Systems Inc 3,707,867 3,605,520
Cameco Corp 1,258,944 1,284,750
Netflix Inc 5,150,589 5,570,750
Deckers Outdoor Corp 1,483,575 1,827,810
EOS Energy Enterpeises Inc 10,436 9,720
GE Aerospace 3,828,497 6,004,440
GE Verona Inc 4,176,712 4,933,950
Interactive Brokers Group Inc 1,534,799 1,766,700
Nano Nuclear Energy Inc 151,816 124,475
Nexgen Energy Ltd 67,798 66,000
Nuscale Power Corp 93,049 89,650
OKTA Inc CL A 1,516,829 1,418,400
Rigetti Computing Inc 199,400 305,200
Robinhood Markets inc 1,919,722 1,863,000
SAP ADR Rep 1 1,411,210 1,723,470
SOFI Technologies Inc 301,496 308,000
Solid Power Inc CL A 10,392 9,450
Soundhound AI CL A 647,370 892,800
Stryker Cprporation 2,205,421 2,160,300
Uranium Energy Corp 257,310 267,600
Vistra Corp 2,679,971 2,757,400
WIMI Hologram Cloud Inc 22,601 18,500
Zscaler Inc 1,033,801 902,050
Axon Enterprise Inc 2,529,185 2,377,280
AT & T Inc 329,100 341,550

TY 2024 InvestmentsGovtObligationsSch
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

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


19,453
State & Local Government Securities - End of Year Fair Market Value:


19,750


TY 2024 InvestmentsOtherSchedule2
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Canadian Inp Bank Community-7/26/24 AT COST    
Invesco QQQ Tr Unit Ser 1 AT COST 24,395,245 31,185,030
Ishares Select 100 Index fd AT COST 8,420,711 9,532,050
Proshares S&P 500 Div EFT AT COST 2,663,270 3,035,578
Select Sector SPDR Tr Energy AT COST    
Select Sector SPDR Tr Technology AT COST 7,925,842 11,044,700
SPDR S&P 500 ETF Tr AT COST 29,240,038 35,750,880
Vaneck ETF Tr Semi ETF AT COST 3,143,715 2,906,040
Royal Bank CDC-11/14/24 AT COST    
Bank America Ser A AT COST    
Citigroup Global Mkts-0%,9/30/24 AT COST    
GS Fin'l Corp MTN-0%,12/4/24 AT COST    
HSBC Bank USA-0%,12/2/24 AT COST    
Royal Bank CDA-0%,11/29/24 AT COST    
Royal Bank CDA-0%,12/19/24 AT COST    
UBS AG London MTN-0%,8/13/24 AT COST    
Global X FDS Artifical ETF AT COST 1,636,712 1,932,000
Global X FDS Global Uranium AT COST 279,963 267,800
Global X FDS AT COST    
Health Care Select Sector AT COST    
IShares Russell 2000 ETF AT COST 5,425,210 5,744,960
IShares Nasdaq Biotech AT COST    
IShares US Aer Def AT COST 1,429,249 1,744,200
JP Morgan Exchange Traded AT COST    
Select Sector Financial AT COST 1,706,221 1,933,200
Selector Sector Industrial AT COST 3,668,391 3,952,800
SPDR S&P Biotech AT COST 1,584,272 1,531,020

TY 2024 LegalFeesSchedule
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
McGuire Woods 29,897 0 0 29,897


TY 2024 OtherExpensesSchedule
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Association Dues 22,000     22,000
Interest & Bank Fees 192      
Service Fees-Securities 1,827 1,827    


TY 2024 OtherIncreasesSchedule
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
Accrued Grant Paid 22,000,000


TY 2024 OtherProfessionalFeesSchedule
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Kandel & Company-Company Management 150,000 100,000 0 50,000
Rockefeller Capital-Investment Advisory 2,931,942 2,931,942 0 0


TY 2024 SubstantialContributorsSch
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
Name Address
Barbara Brunckhorst 1994 Trust 2702 Monument Ave
Richmond,VA23220
Richard T Stravitz CRT 2702 Monument Ave
Richmond,VA23220
Susan S Kemp CRT 2702 Monument Ave
Richmond,VA23220


TY 2024 TaxesSchedule
Name:
Barbara Brunckhorst Foundation
EIN:
86-6502564
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2024-Excise Tax 296,801