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
BRAUN CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

65-6450728
B Telephone number (see instructions)

(888) 866-3275
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$556,959J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 9,141 4,665  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,773
b Gross sales price for all assets on line 6a 211,901
7 Capital gain net income (from Part IV, line 2)... 34,773
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
704    
12 Total. Add lines 1 through 11........ 44,618 39,438  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,449 5,670   3,780
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,906 99   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21 21    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,626 5,790 0 5,030
25 Contributions, gifts, grants paid....... 30,000 30,000
26 Total expenses and disbursements. Add lines 24 and 25 45,626 5,790 0 35,030
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,008
b Net investment income (if negative, enter -0-) 33,648
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 93 170 170
2 Savings and temporary cash investments......... 18,328 26,635 26,635
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 207,432 Click to see attachment
List of Attached Documents:
// Content
200,647 		191,835
b Investments—corporate stock (attach schedule)....... 244,341 Click to see attachment
List of Attached Documents:
// Content
239,043 		338,319
c Investments—corporate bonds (attach schedule).......      
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)..........     0
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) 470,194 466,495 556,959
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 470,194 466,495
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)..... 470,194 466,495
30 Total liabilities and net assets/fund balances (see instructions). 470,194 466,495
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
470,194
2
Enter amount from Part I, line 27a .....................
2
-1,008
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
469,186
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,691
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
466,495
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 1. ADVANCED MICRO DEVICES   2023-06-12 2024-06-11
b 6. ADVANCED MICRO DEVICES   2023-06-12 2024-07-10
c 5. ADVANCED MICRO DEVICES   2023-06-12 2024-09-26
d 2. AIR PRODUCTS & CHEMICALS INC   2024-05-23 2024-09-26
e 2. ALPHABET INC SHS CL C   2018-06-11 2024-06-11
11. ALPHABET INC SHS CL C   2018-06-11 2024-08-30
1. ALPHABET INC SHS CL C   2018-06-11 2024-09-16
5. ALPHABET INC SHS CL C   2018-06-11 2024-09-17
1. ALPHABET INC SHS CL C   2018-06-11 2024-09-26
2. ALPHABET INC SHS CL C   2018-11-30 2024-09-26
10. ALPHABET INC SHS CL C   2018-11-30 2024-10-08
8. ALPHABET INC SHS CL C   2018-11-30 2024-10-10
1. ALPHABET INC SHS CL A   2015-07-14 2024-06-11
5. ALPHABET INC SHS CL A   2015-07-14 2024-09-26
1. ALPHABET INC SHS CL A   2015-10-09 2024-09-26
1. ALPHABET INC SHS CL A   2015-10-09 2024-12-18
5. AMAZON COM INC   2021-01-20 2024-06-11
9. AMAZON COM INC   2021-01-20 2024-09-26
2. AMAZON COM INC   2021-01-20 2024-12-18
9. AMERICAN EXPRESS CO   2023-12-21 2024-05-23
5. AMERICAN EXPRESS CO   2024-01-03 2024-05-31
2. AMERICAN EXPRESS CO   2023-12-21 2024-05-31
1. ANTHEM INC   2020-01-10 2024-09-26
5. APPLE INC   2017-05-05 2024-06-11
2. APPLE INC   2017-05-05 2024-09-26
2. APPLE INC   2017-05-05 2024-12-18
4. APPLIED MATERIALS INCORPORATED   2020-09-10 2024-02-08
6. APPLIED MATERIALS INCORPORATED   2020-09-18 2024-02-08
1. APPLIED MATERIALS INCORPORATED   2020-09-18 2024-06-11
3. APPLIED MATERIALS INCORPORATED   2020-09-18 2024-09-26
5. APPLIED MATERIALS INCORPORATED   2020-09-18 2024-10-23
4. APPLIED MATERIALS INCORPORATED   2022-10-24 2024-10-23
1. APPLIED MATERIALS INCORPORATED   2022-11-08 2024-10-23
2. APPLIED MATERIALS INCORPORATED   2022-11-29 2024-10-28
2. APPLIED MATERIALS INCORPORATED   2023-09-12 2024-10-28
9. APPLIED MATERIALS INCORPORATED   2022-11-08 2024-10-28
12. AVANTOR INC   2021-09-13 2024-09-26
7. AVANTOR INC   2021-09-16 2024-09-26
1. AVANTOR INC   2021-09-29 2024-11-27
4. AVANTOR INC   2021-09-17 2024-11-27
9. AVANTOR INC   2021-09-16 2024-11-27
14. AVANTOR INC   2021-09-29 2024-11-29
4. AVANTOR INC   2021-09-30 2024-11-29
2. AVANTOR INC   2021-11-02 2024-12-02
12. AVANTOR INC   2021-09-30 2024-12-02
13. AVANTOR INC   2021-10-29 2024-12-02
5. AVANTOR INC   2021-11-01 2024-12-02
10. AVANTOR INC   2022-05-18 2024-12-02
2. AVANTOR INC   2021-11-03 2024-12-02
2. AVANTOR INC   2022-07-28 2024-12-18
11. AVANTOR INC   2022-05-18 2024-12-18
24. AVANTOR INC   2022-07-28 2024-12-19
9. AVANTOR INC   2022-10-24 2024-12-19
5. AVANTOR INC   2022-11-29 2024-12-20
22. AVANTOR INC   2022-11-23 2024-12-20
4. AVANTOR INC   2022-10-24 2024-12-20
10. BP AMOCO P L C SPONSORED ADR   2022-08-03 2024-09-26
16. BP AMOCO P L C SPONSORED ADR   2022-08-03 2024-11-27
16. BP AMOCO P L C SPONSORED ADR   2022-09-09 2024-11-29
3. BP AMOCO P L C SPONSORED ADR   2022-08-03 2024-11-29
28. BP AMOCO P L C SPONSORED ADR   2022-08-05 2024-11-29
9. BP AMOCO P L C SPONSORED ADR   2022-09-09 2024-12-18
18. BP AMOCO P L C SPONSORED ADR   2023-04-24 2024-12-18
2. BP AMOCO P L C SPONSORED ADR   2023-04-24 2024-12-19
20. BP AMOCO P L C SPONSORED ADR   2023-04-26 2024-12-19
7. BP AMOCO P L C SPONSORED ADR   2023-09-12 2024-12-19
1. BERKSHIRE HATHAWAYINC   2020-06-05 2024-06-11
1. BERKSHIRE HATHAWAYINC   2020-06-05 2024-09-26
3. BERKSHIRE HATHAWAYINC   2020-06-05 2024-11-27
1. BERKSHIRE HATHAWAYINC   2020-06-16 2024-11-27
4. CARDINAL HEALTH INCORPORATED   2024-04-26 2024-09-26
1. CARDINAL HEALTH INCORPORATED   2024-04-29 2024-09-26
2. CARDINAL HEALTH INCORPORATED   2024-04-29 2024-12-18
1. CATERPILLAR INC   2022-03-31 2024-01-17
4. CATERPILLAR INC   2022-03-02 2024-01-17
3. CATERPILLAR INC   2022-03-31 2024-02-05
1. CATERPILLAR INC   2022-07-18 2024-02-05
1. CATERPILLAR INC   2023-09-12 2024-02-09
1. CATERPILLAR INC   2023-04-11 2024-02-09
1. CATERPILLAR INC   2022-11-29 2024-02-09
2. CATERPILLAR INC   2022-10-24 2024-02-09
2. CATERPILLAR INC   2022-07-18 2024-02-09
9. CIENA CORP   2022-09-14 2024-09-26
3. CIENA CORP   2022-09-27 2024-09-26
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-13 2024-09-26
9. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-04 2024-09-26
9. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-13 2024-12-18
2. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-13 2024-12-19
18. COMCAST CORP NEW CL A   2018-05-16 2024-09-26
1. COMCAST CORP NEW CL A   2020-07-14 2024-09-26
3. COMCAST CORP NEW CL A   2020-07-14 2024-11-27
1. COMCAST CORP NEW CL A   2021-01-26 2024-11-27
1. COMCAST CORP NEW CL A   2021-01-27 2024-11-27
7. COMCAST CORP NEW CL A   2021-05-21 2024-11-27
15. COMCAST CORP NEW CL A   2021-10-13 2024-11-27
3. COMCAST CORP NEW CL A   2022-04-11 2024-11-27
3. COMCAST CORP NEW CL A   2022-05-25 2024-11-29
7. COMCAST CORP NEW CL A   2022-04-11 2024-11-29
22. COMCAST CORP NEW CL A   2022-08-24 2024-12-18
25. COMCAST CORP NEW CL A   2022-05-25 2024-12-18
2. CONOCOPHILLIPS   2020-11-11 2024-06-11
8. CONOCOPHILLIPS   2020-11-11 2024-06-26
2. CONOCOPHILLIPS   2020-11-11 2024-09-26
1. CONOCOPHILLIPS   2020-11-12 2024-12-18
1. CONOCOPHILLIPS   2021-04-14 2024-12-18
3. DOWDUPONT INC   2019-07-16 2024-09-26
6. DOWDUPONT INC   2019-07-17 2024-09-26
9. DOWDUPONT INC   2019-10-14 2024-11-27
4. DOWDUPONT INC   2019-07-17 2024-11-27
6. DOWDUPONT INC   2019-10-14 2024-11-29
7. DOWDUPONT INC   2019-10-15 2024-11-29
3. DOWDUPONT INC   2019-12-19 2024-11-29
5. CROWN CASTLE INTERNATIONAL CORP   2024-04-26 2024-09-26
1. CROWN CASTLE INTERNATIONAL CORP   2024-04-26 2024-12-18
10. CROWN CASTLE INTERNATIONAL CORP   2024-04-29 2024-12-18
2. CROWN CASTLE INTERNATIONAL CORP   2024-04-30 2024-12-18
6. CROWN CASTLE INTERNATIONAL CORP   2024-04-30 2024-12-19
1. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-02-22 2024-06-11
3. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-02-22 2024-09-26
3. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-02-23 2024-11-27
1. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-02-22 2024-11-27
3. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-03-01 2024-11-29
4. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-02-23 2024-11-29
2. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-03-04 2024-12-18
1. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-03-01 2024-12-18
3. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-03-04 2024-12-19
6. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-03-05 2024-12-19
3. DISCOVER FINANCIAL SERVICES   2024-07-24 2024-09-26
1. DISCOVER FINANCIAL SERVICES   2024-07-24 2024-09-26
2. DOLLAR GENERAL CORP   2021-03-29 2024-04-09
4. DOLLAR GENERAL CORP   2021-03-29 2024-04-10
4. DOLLAR GENERAL CORP   2021-04-16 2024-05-23
2. DOLLAR GENERAL CORP   2021-03-29 2024-05-23
2. DOLLAR GENERAL CORP   2021-09-16 2024-05-23
2. DOLLAR GENERAL CORP   2021-09-16 2024-05-24
2. DOLLAR GENERAL CORP   2022-10-24 2024-05-24
1. DOLLAR GENERAL CORP   2022-11-29 2024-05-31
5. DOLLAR GENERAL CORP   2023-08-17 2024-05-31
2. DOLLAR GENERAL CORP   2023-09-12 2024-05-31
5. DOLLAR GENERAL CORP   2023-06-06 2024-05-31
6. DOLLAR TREE INC   2019-08-12 2024-09-26
2. DOLLAR TREE INC   2019-12-03 2024-09-26
7. DOLLAR TREE INC   2019-12-03 2024-10-17
6. DOLLAR TREE INC   2022-08-25 2024-11-27
3. DOLLAR TREE INC   2020-07-14 2024-11-27
2. DOLLAR TREE INC   2022-10-24 2024-11-27
1. DOLLAR TREE INC   2022-11-29 2024-11-29
1. DOLLAR TREE INC   2024-04-09 2024-11-29
9. DOLLAR TREE INC   2024-05-23 2024-11-29
2. DOLLAR TREE INC   2022-10-24 2024-11-29
5. DOLLAR TREE INC   2024-04-10 2024-11-29
1. DOLLAR TREE INC   2023-09-12 2024-11-29
5. DOLLAR TREE INC   2024-05-31 2024-12-18
2. DOLLAR TREE INC   2024-05-23 2024-12-18
1. DOLLAR TREE INC   2024-05-24 2024-12-18
1. DOLLAR TREE INC   2024-09-16 2024-12-19
6. DOLLAR TREE INC   2024-06-03 2024-12-19
2. DOLLAR TREE INC   2024-05-31 2024-12-19
14. DOLLAR TREE INC   2024-09-17 2024-12-19
21. DUN AND BRADSTREET HLDGS   2022-12-12 2024-09-26
3. ELECTRONIC ARTS INC   2024-02-22 2024-09-26
2. ELECTRONIC ARTS INC   2024-02-23 2024-12-18
1. ELECTRONIC ARTS INC   2024-02-29 2024-12-18
7. ELECTRONIC ARTS INC   2024-02-22 2024-12-18
2. ELECTRONIC ARTS INC   2024-02-29 2024-12-19
2. FACEBOOK INC   2020-03-03 2024-02-16
1. FACEBOOK INC   2020-03-03 2024-06-11
2. FACEBOOK INC   2020-04-13 2024-09-26
1. FACEBOOK INC   2020-04-13 2024-12-18
2. FORTIVE CORP   2019-08-02 2024-06-11
7. FORTIVE CORP   2019-09-18 2024-09-26
1. FORTIVE CORP   2019-08-02 2024-09-26
2. FORTIVE CORP   2019-08-05 2024-09-26
6. FORTIVE CORP   2019-12-17 2024-10-23
2. FORTIVE CORP   2019-09-18 2024-10-23
4. FORTIVE CORP   2021-08-03 2024-10-23
4. FORTIVE CORP   2020-02-19 2024-10-23
1. FORTIVE CORP   2019-12-18 2024-10-23
3. FORTIVE CORP   2021-08-03 2024-10-28
1. FORTIVE CORP   2021-10-29 2024-10-28
3. FORTIVE CORP   2021-08-04 2024-10-28
7. FORTIVE CORP   2021-10-29 2024-10-29
2. FORTIVE CORP   2021-11-01 2024-10-29
1. FORTIVE CORP   2021-11-03 2024-10-29
6. FORTIVE CORP   2022-06-09 2024-11-27
2. FORTIVE CORP   2022-06-09 2024-11-29
5. FORTIVE CORP   2022-06-10 2024-11-29
4. FORTIVE CORP   2022-08-26 2024-11-29
3. FORTIVE CORP   2022-10-24 2024-12-02
6. FORTIVE CORP   2022-08-26 2024-12-02
4. FORTREA HOLDINGS INC REG   2022-12-07 2024-07-01
7. FORTREA HOLDINGS INC REG   2020-03-20 2024-07-01
5. FORTREA HOLDINGS INC REG   2020-03-19 2024-07-01
8. FORTREA HOLDINGS INC REG   2023-11-30 2024-07-01
1. FORTREA HOLDINGS INC REG   2019-01-18 2024-07-01
5. FORTREA HOLDINGS INC REG   2019-01-17 2024-07-01
2. FORTREA HOLDINGS INC REG   2022-10-24 2024-07-01
10. FORTREA HOLDINGS INC REG   2023-12-01 2024-07-02
4. FORTREA HOLDINGS INC REG   2023-12-04 2024-07-02
3. FORTREA HOLDINGS INC REG   2023-12-04 2024-07-03
1. FORTREA HOLDINGS INC REG   2024-05-02 2024-07-05
4. FORTREA HOLDINGS INC REG   2024-05-06 2024-07-05
3. FORTREA HOLDINGS INC REG   2024-05-03 2024-07-05
3. FORTREA HOLDINGS INC REG   2024-05-06 2024-07-08
1. FORTREA HOLDINGS INC REG   2024-05-07 2024-07-08
10000. HAWAII ST   2015-11-19 2024-10-01
1. HUMANA INC   2022-05-12 2024-09-26
1. HUMANA INC   2022-05-12 2024-12-18
5. INTERCONTINENTAL EXCHANGE INC   2020-12-08 2024-09-26
2. INTERCONTINENTAL EXCHANGE INC   2020-12-09 2024-12-18
3. J P MORGAN CHASE & CO COM   2015-07-14 2024-09-26
1. J P MORGAN CHASE & CO COM   2017-05-05 2024-09-26
1. J P MORGAN CHASE & CO COM   2017-05-05 2024-12-18
2. LPL FINANCIAL HOLDINGS INC   2023-06-23 2024-07-23
3. LPL FINANCIAL HOLDINGS INC   2023-06-23 2024-07-24
7. LPL FINANCIAL HOLDINGS INC   2023-06-29 2024-07-24
4. LPL FINANCIAL HOLDINGS INC   2023-07-12 2024-07-24
1. LPL FINANCIAL HOLDINGS INC   2023-09-12 2024-07-24
1. LABORATORY CORP AMER HLDGS COM NEW   2020-03-20 2024-03-05
1. LABORATORY CORP AMER HLDGS COM NEW   2022-10-24 2024-03-05
4. LABORATORY CORP AMER HLDGS COM NEW   2022-12-07 2024-03-06
1. LABORATORY CORP AMER HLDGS COM NEW   2023-09-12 2024-03-06
1. LABORATORY CORP AMER HLDGS COM NEW   2022-10-24 2024-03-06
3. LAS VEGAS SANDS CORP   2021-02-19 2024-06-11
15. LAS VEGAS SANDS CORP   2021-04-21 2024-08-30
1. LAS VEGAS SANDS CORP   2021-02-19 2024-08-30
5. LAS VEGAS SANDS CORP   2021-07-23 2024-08-30
1. LAS VEGAS SANDS CORP   2023-09-12 2024-09-04
14. LAS VEGAS SANDS CORP   2021-07-23 2024-09-04
3. LAS VEGAS SANDS CORP   2022-11-29 2024-09-04
10. LAS VEGAS SANDS CORP   2022-10-24 2024-09-04
13. LAS VEGAS SANDS CORP   2023-02-07 2024-09-04
12. MARVELL TECH INC   2023-05-04 2024-02-08
15. MARVELL TECH INC   2023-05-03 2024-02-08
15. MARVELL TECH INC   2023-05-04 2024-09-26
12. MARVELL TECH INC   2023-05-04 2024-10-17
9. MARVELL TECH INC   2023-06-02 2024-12-18
5000. MICHIGAN ST TRUNK LINE   2022-08-04 2024-11-15
2. MICROSOFT CORPORATION   2017-05-05 2024-06-11
5. MICROSOFT CORPORATION   2017-05-05 2024-09-26
1. MICROSOFT CORPORATION   2017-05-05 2024-12-18
21. MICRON TECHNOLOGY INC   2023-11-01 2024-02-08
1. MICRON TECHNOLOGY INC   2023-11-01 2024-06-11
7. MICRON TECHNOLOGY INC   2023-11-03 2024-09-26
4. MICRON TECHNOLOGY INC   2023-11-01 2024-09-26
2. MICRON TECHNOLOGY INC   2023-11-03 2024-12-18
15000. MINNEAPOLIS-ST PAUL MN   2018-06-25 2024-06-06
9. MONDELEZ INTERNATIONAL INC   2022-02-24 2024-02-21
13. MONDELEZ INTERNATIONAL INC   2022-01-03 2024-02-21
5. MONDELEZ INTERNATIONAL INC   2021-12-17 2024-02-21
5. MONDELEZ INTERNATIONAL INC   2023-09-12 2024-02-29
3. MONDELEZ INTERNATIONAL INC   2022-11-29 2024-02-29
9. MONDELEZ INTERNATIONAL INC   2022-03-31 2024-02-29
20. MONDELEZ INTERNATIONAL INC   2022-02-24 2024-02-29
6. MONDELEZ INTERNATIONAL INC   2022-10-24 2024-02-29
2. MONSTER BEVERAGE SHS   2022-06-09 2024-05-23
12. MONSTER BEVERAGE SHS   2022-06-10 2024-05-23
18. MONSTER BEVERAGE SHS   2022-07-18 2024-05-23
4. MONSTER BEVERAGE SHS   2023-09-12 2024-05-31
16. MONSTER BEVERAGE SHS   2022-08-24 2024-05-31
10. MONSTER BEVERAGE SHS   2022-10-24 2024-05-31
4. MONSTER BEVERAGE SHS   2022-11-29 2024-05-31
1. NOVO-NORDISK A S ADR   2019-01-09 2024-06-11
5. NOVO-NORDISK A S ADR   2019-01-09 2024-09-26
8. NOVO-NORDISK A S ADR   2019-01-09 2024-10-08
10. NOVO-NORDISK A S ADR   2019-01-10 2024-12-18
14. NOVO-NORDISK A S ADR   2019-01-11 2024-12-19
2. NOVO-NORDISK A S ADR   2019-01-10 2024-12-19
2. NVIDIA CORP 00   2024-02-08 2024-06-11
10. NVIDIA CORP 00   2024-02-08 2024-09-26
3. NVIDIA CORP 00   2024-02-08 2024-12-18
4. OTIS WORLDWIDE CORP REG   2021-11-01 2024-09-26
2. PROGRESSIVE CORP OHIO COM   2021-12-03 2024-04-09
7. PROGRESSIVE CORP OHIO COM   2021-12-06 2024-04-10
4. PROGRESSIVE CORP OHIO COM   2022-05-25 2024-04-26
2. PROGRESSIVE CORP OHIO COM   2023-09-12 2024-04-29
2. PROGRESSIVE CORP OHIO COM   2022-11-29 2024-04-29
3. PROGRESSIVE CORP OHIO COM   2022-05-25 2024-04-29
4. PROGRESSIVE CORP OHIO COM   2022-10-24 2024-04-29
4. RAYTHEON TECHNOLOGIES   2024-01-17 2024-09-26
1. REINSURANCE GROUP OF AMERICA INC   2022-05-11 2024-09-26
1. REINSURANCE GROUP OF AMERICA INC   2022-05-12 2024-09-26
1. ROSS STORES INC   2021-08-12 2024-06-11
2. ROSS STORES INC   2021-08-12 2024-08-16
1. ROSS STORES INC   2021-10-13 2024-08-16
1. ROSS STORES INC   2021-08-13 2024-08-16
8. ROSS STORES INC   2021-09-16 2024-08-16
2. ROSS STORES INC   2021-10-14 2024-08-16
7. ROSS STORES INC   2021-11-22 2024-08-30
2. ROSS STORES INC   2021-10-15 2024-08-30
2. ROSS STORES INC   2022-07-18 2024-08-30
3. ROSS STORES INC   2021-10-14 2024-08-30
5. ROSS STORES INC   2022-07-18 2024-09-04
6. ROSS STORES INC   2022-10-24 2024-09-04
2. ROSS STORES INC   2022-11-29 2024-09-04
2. ROSS STORES INC   2023-09-12 2024-09-04
2. ROYAL DUTCH SHELL PLC   2023-07-13 2024-06-11
7. ROYAL DUTCH SHELL PLC   2023-07-13 2024-12-18
9. SANOFI ADR   2020-03-13 2024-09-26
5. SANOFI ADR   2020-04-28 2024-09-26
8. SKECHERS U S A INC   2023-04-28 2024-09-26
7. SONY CORP/AMER SHARES NEW/   2023-03-21 2024-09-26
1. SONY CORP/AMER SHARES NEW/   2023-03-20 2024-09-26
1. TKO GROUP HOLDINGS INC   2021-08-05 2024-09-26
3. TKO GROUP HOLDINGS INC   2021-08-06 2024-09-26
1. TENET HEALTHCARE CORP   2023-02-03 2024-06-11
1. TENET HEALTHCARE CORP   2023-02-02 2024-06-11
5. TENET HEALTHCARE CORP   2023-02-03 2024-08-16
2. TENET HEALTHCARE CORP   2023-02-06 2024-09-17
4. TENET HEALTHCARE CORP   2023-02-03 2024-09-17
2. TENET HEALTHCARE CORP   2023-02-06 2024-09-26
2. TENET HEALTHCARE CORP   2023-02-06 2024-12-18
1. THERMO FISHER SCIENTIFIC INC   2023-12-12 2024-09-26
3. UBER TECHNOLOGIES INC   2024-08-30 2024-09-26
4. UBER TECHNOLOGIES INC   2024-08-30 2024-12-18
6. UNILEVER PLC W/I (UK/USD) US9047677045   2020-01-27 2024-04-26
5. UNILEVER PLC W/I (UK/USD) US9047677045   2020-01-31 2024-04-29
4. UNILEVER PLC W/I (UK/USD) US9047677045   2020-01-27 2024-04-29
8. UNILEVER PLC W/I (UK/USD) US9047677045   2020-02-03 2024-04-29
3. UNILEVER PLC W/I (UK/USD) US9047677045   2020-04-13 2024-04-29
17. UNILEVER PLC W/I (UK/USD) US9047677045   2020-03-10 2024-04-29
3. UNILEVER PLC W/I (UK/USD) US9047677045   2020-02-19 2024-04-29
6. UNILEVER PLC W/I (UK/USD) US9047677045   2020-04-14 2024-04-30
6. UNILEVER PLC W/I (UK/USD) US9047677045   2022-10-24 2024-04-30
2. UNILEVER PLC W/I (UK/USD) US9047677045   2022-11-29 2024-04-30
4. UNILEVER PLC W/I (UK/USD) US9047677045   2023-09-12 2024-04-30
5. UNILEVER PLC W/I (UK/USD) US9047677045   2020-04-13 2024-04-30
1. UNITEDHEALTH GROUP INC   2020-02-19 2024-04-09
2. UNITEDHEALTH GROUP INC   2019-05-14 2024-04-09
1. UNITEDHEALTH GROUP INC   2020-04-16 2024-04-10
3. UNITEDHEALTH GROUP INC   2020-04-16 2024-09-17
1. UNITEDHEALTH GROUP INC   2020-08-11 2024-09-26
1. UNITEDHEALTH GROUP INC   2020-08-11 2024-12-18
2. VEEVA SYS INC CL A   2021-10-29 2024-07-23
1. VEEVA SYS INC CL A   2021-11-01 2024-07-23
1. VEEVA SYS INC CL A   2022-10-24 2024-07-23
1. VEEVA SYS INC CL A   2022-11-29 2024-07-23
5. VEEVA SYS INC CL A   2023-05-03 2024-07-24
1. VEEVA SYS INC CL A   2023-09-12 2024-07-25
6. VEEVA SYS INC CL A   2023-05-04 2024-07-25
1. VEEVA SYS INC CL A   2023-05-05 2024-07-25
1. VEEVA SYS INC CL A   2023-05-03 2024-07-25
44. VERIZON COMMUNICATIONS   2023-10-19 2024-03-25
5. VERIZON COMMUNICATIONS   2023-10-20 2024-03-25
21. VERIZON COMMUNICATIONS   2023-11-01 2024-03-26
24. VERIZON COMMUNICATIONS   2023-10-20 2024-03-26
2. VISA INC   2022-11-29 2024-01-03
2. VISA INC   2021-04-26 2024-01-03
4. VISA INC   2022-10-24 2024-01-03
6. VOYA FINL INC SHS   2022-09-28 2024-06-28
4. VOYA FINL INC SHS   2022-09-28 2024-07-01
1. VOYA FINL INC SHS   2022-11-29 2024-07-02
2. VOYA FINL INC SHS   2022-10-24 2024-07-02
4. VOYA FINL INC SHS   2022-09-29 2024-07-02
1. VOYA FINL INC SHS   2022-09-28 2024-07-02
3. VOYA FINL INC SHS   2023-02-02 2024-07-02
7. VOYA FINL INC SHS   2023-02-02 2024-07-15
10. VOYA FINL INC SHS   2023-02-03 2024-07-16
2. VOYA FINL INC SHS   2023-02-02 2024-07-16
5. VOYA FINL INC SHS   2023-02-03 2024-07-17
1. VOYA FINL INC SHS   2023-09-12 2024-07-17
1. WABTEC   2024-02-09 2024-06-11
3. WABTEC   2024-02-09 2024-09-26
1. ZEBRA TECHNOLOGIES CORP CL A   2023-08-25 2024-08-16
3. ZEBRA TECHNOLOGIES CORP CL A   2023-08-24 2024-08-16
1. ZEBRA TECHNOLOGIES CORP CL A   2023-08-25 2024-09-26
5. ALLEGION PLC SHS   2023-06-13 2024-02-22
4. ALLEGION PLC SHS   2023-06-12 2024-02-22
3. ALLEGION PLC SHS   2023-07-12 2024-02-23
1. ALLEGION PLC SHS   2023-06-13 2024-02-23
2. ALLEGION PLC SHS   2023-07-12 2024-03-01
2. ALLEGION PLC SHS   2023-07-13 2024-03-01
6. ALLEGION PLC SHS   2023-08-17 2024-03-01
2. ALLEGION PLC SHS   2023-09-12 2024-03-04
5. ALLEGION PLC SHS   2023-08-18 2024-03-04
2. AXALTA COATING SYSTEMS   2020-07-01 2024-05-02
14. AXALTA COATING SYSTEMS   2020-06-30 2024-05-02
12. AXALTA COATING SYSTEMS   2020-07-01 2024-05-03
2. AXALTA COATING SYSTEMS   2020-11-04 2024-05-03
5. AXALTA COATING SYSTEMS   2020-11-03 2024-05-03
8. AXALTA COATING SYSTEMS   2020-08-25 2024-05-03
14. AXALTA COATING SYSTEMS   2020-08-24 2024-05-03
7. AXALTA COATING SYSTEMS   2020-08-21 2024-05-03
5. AXALTA COATING SYSTEMS   2020-07-02 2024-05-03
3. AXALTA COATING SYSTEMS   2020-11-05 2024-05-15
5. AXALTA COATING SYSTEMS   2022-10-24 2024-05-15
13. AXALTA COATING SYSTEMS   2020-11-04 2024-05-15
5. AXALTA COATING SYSTEMS   2022-10-24 2024-05-16
2. AXALTA COATING SYSTEMS   2022-11-29 2024-05-16
13. AXALTA COATING SYSTEMS   2023-05-11 2024-05-16
8. AXALTA COATING SYSTEMS   2023-05-12 2024-05-17
7. AXALTA COATING SYSTEMS   2023-09-12 2024-05-17
3. AXALTA COATING SYSTEMS   2023-05-11 2024-05-17
2. ICON PLC   2024-06-11 2024-09-26
3. ICON PLC   2024-06-28 2024-11-18
4. ICON PLC   2024-06-17 2024-11-18
3. ICON PLC   2024-09-17 2024-11-18
5. ICON PLC   2024-06-11 2024-11-18
24. MEDTRONIC PLC SHS   2023-06-21 2024-05-31
12. MEDTRONIC PLC SHS   2023-06-22 2024-06-10
5. MEDTRONIC PLC SHS   2023-06-21 2024-06-10
9. MEDTRONIC PLC SHS   2023-07-12 2024-06-17
4. MEDTRONIC PLC SHS   2023-09-12 2024-06-17
9. MEDTRONIC PLC SHS   2023-08-17 2024-06-17
4. APTIV PLC SHS   2022-07-18 2024-09-26
2. APTIV PLC SHS   2022-07-20 2024-09-26
6. APTIV PLC SHS   2022-07-20 2024-11-27
5. APTIV PLC SHS   2022-07-27 2024-11-27
9. APTIV PLC SHS   2023-06-05 2024-11-29
3. APTIV PLC SHS   2022-07-27 2024-11-29
7. APTIV PLC SHS   2022-10-13 2024-11-29
2. APTIV PLC SHS   2022-11-29 2024-11-29
3. APTIV PLC SHS   2022-10-24 2024-11-29
2. APTIV PLC SHS   2023-09-12 2024-12-02
6. APTIV PLC SHS   2023-06-05 2024-12-02
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 159   128 31
b 1,099   769 330
c 836   641 195
d 594   525 69
e 352   113 239
1,808   623 1,185
159   57 102
800   283 517
165   57 108
330   109 221
1,652   543 1,109
1,308   434 874
174   29 145
817   146 671
163   34 129
195   34 161
930   816 114
1,728   1,469 259
460   327 133
2,123   1,658 465
1,188   933 255
475   368 107
520   308 212
1,026   185 841
453   74 379
507   74 433
698   223 475
1,048   335 713
228   56 172
626   167 459
913   279 634
730   335 395
183   97 86
370   207 163
370   292 78
1,665   876 789
312   503 -191
182   301 -119
21   41 -20
84   171 -87
189   387 -198
296   574 -278
85   165 -80
42   80 -38
253   494 -241
274   529 -255
105   201 -96
211   303 -92
42   78 -36
43   65 -22
234   333 -99
504   774 -270
189   178 11
106   106  
468   473 -5
85   79 6
308   298 10
466   477 -11
468   504 -36
88   89 -1
819   835 -16
259   283 -24
517   716 -199
57   80 -23
572   795 -223
200   272 -72
408   201 207
453   201 252
1,451   602 849
484   182 302
438   414 24
109   103 6
234   205 29
279   223 56
1,117   771 346
952   670 282
317   174 143
318   284 34
318   221 97
318   234 84
635   382 253
635   349 286
565   384 181
188   120 68
77   57 20
694   545 149
711   511 200
159   114 45
735   586 149
41   41  
128   123 5
43   50 -7
43   49 -6
298   386 -88
640   790 -150
128   143 -15
128   131 -3
299   334 -35
842   820 22
957   1,094 -137
226   71 155
908   282 626
207   71 136
98   35 63
98   53 45
173   84 89
346   164 182
563   238 325
250   109 141
371   158 213
433   187 246
186   83 103
580   462 118
93   92 1
932   929 3
186   185 1
554   555 -1
132   151 -19
420   454 -34
356   457 -101
119   151 -32
356   452 -96
475   609 -134
252   300 -48
126   151 -25
379   451 -72
758   900 -142
411   421 -10
137   140 -3
307   406 -99
608   811 -203
558   868 -310
279   406 -127
279   443 -164
283   443 -160
283   487 -204
134   252 -118
671   812 -141
268   252 16
671   786 -115
438   545 -107
146   177 -31
473   621 -148
429   897 -468
215   281 -66
143   292 -149
72   147 -75
72   127 -55
645   1,023 -378
143   292 -149
359   634 -275
72   116 -44
348   588 -240
139   227 -88
70   116 -46
69   72 -3
416   719 -303
139   235 -96
971   1,018 -47
239   273 -34
429   430 -1
301   286 15
150   139 11
1,053   1,004 49
301   278 23
946   377 569
502   189 313
1,144   344 800
623   172 451
146   125 21
547   414 133
78   63 15
156   121 35
453   392 61
151   118 33
302   298 4
302   264 38
75   65 10
226   224 2
75   75  
226   222 4
523   523  
150   153 -3
75   77 -2
477   373 104
159   124 35
397   296 101
318   262 56
236   187 49
472   393 79
95   135 -40
167   117 50
119   83 36
191   235 -44
24   20 4
119   97 22
48   62 -14
238   312 -74
95   127 -32
71   95 -24
23   37 -14
94   145 -51
70   111 -41
70   109 -39
23   37 -14
10,000   10,000  
312   426 -114
242   426 -184
795   550 245
308   219 89
630   206 424
210   87 123
237   87 150
441   418 23
689   626 63
1,608   1,521 87
919   879 40
230   241 -11
217   100 117
217   185 32
870   806 64
217   203 14
217   185 32
132   181 -49
580   896 -316
39   60 -21
193   230 -37
40   49 -9
555   645 -90
119   134 -15
396   354 42
515   748 -233
868   470 398
1,085   594 491
1,119   587 532
966   470 496
993   540 453
5,000   5,000  
857   137 720
2,160   343 1,817
451   69 382
1,796   1,446 350
135   69 66
782   510 272
447   275 172
219   146 73
15,316   15,584 -268
663   577 86
957   855 102
368   326 42
366   355 11
220   197 23
659   566 93
1,464   1,282 182
439   350 89
105   90 15
632   524 108
948   875 73
205   226 -21
821   722 99
513   447 66
205   201 4
142   24 118
624   122 502
939   195 744
1,062   242 820
1,448   339 1,109
207   48 159
241   140 101
1,264   702 562
407   211 196
409   323 86
410   189 221
1,438   677 761
835   463 372
413   277 136
413   261 152
619   347 272
826   500 326
483   344 139
219   116 103
219   113 106
144   125 19
294   251 43
147   107 40
147   125 22
1,177   910 267
294   216 78
1,052   783 269
301   218 83
301   162 139
451   324 127
754   406 348
905   517 388
302   234 68
302   238 64
140   124 16
433   436 -3
511   369 142
284   250 34
547   421 126
688   625 63
98   89 9
122   50 72
365   151 214
136   57 79
136   58 78
780   286 494
315   112 203
631   229 402
325   112 213
261   112 149
612   496 116
227   219 8
252   292 -40
307   340 -33
257   291 -34
206   227 -21
412   469 -57
154   149 5
875   899 -24
154   178 -24
311   308 3
311   267 44
104   99 5
207   202 5
259   249 10
459   305 154
918   474 444
457   292 165
1,750   876 874
573   319 254
502   319 183
375   636 -261
188   315 -127
188   158 30
188   184 4
924   893 31
188   225 -37
1,125   1,068 57
188   181 7
188   179 9
1,792   1,390 402
204   159 45
858   743 115
981   765 216
516   416 100
516   461 55
1,031   770 261
427   365 62
285   243 42
71   64 7
142   128 14
285   241 44
71   61 10
214   209 5
507   488 19
728   695 33
146   139 7
366   347 19
73   69 4
163   137 26
546   410 136
344   268 76
1,033   807 226
374   268 106
648   585 63
518   458 60
387   367 20
129   117 12
255   245 10
255   245 10
764   638 126
256   216 40
640   537 103
70   44 26
488   314 174
421   265 156
70   52 18
175   129 46
281   192 89
491   338 153
246   167 79
175   112 63
107   80 27
179   118 61
465   338 127
178   118 60
71   52 19
462   393 69
284   241 43
249   187 62
107   91 16
572   634 -62
558   956 -398
744   1,266 -522
558   892 -334
930   1,586 -656
1,945   2,120 -175
995   1,056 -61
415   442 -27
718   788 -70
319   324 -5
718   736 -18
290   372 -82
145   196 -51
333   589 -256
278   493 -215
497   834 -337
166   296 -130
387   565 -178
110   203 -93
166   264 -98
112   204 -92
335   556 -221
      184
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      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
      184
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       31
b       330
c       195
d       69
e       239
      1,185
      102
      517
      108
      221
      1,109
      874
      145
      671
      129
      161
      114
      259
      133
      465
      255
      107
      212
      841
      379
      433
      475
      713
      172
      459
      634
      395
      86
      163
      78
      789
      -191
      -119
      -20
      -87
      -198
      -278
      -80
      -38
      -241
      -255
      -96
      -92
      -36
      -22
      -99
      -270
      11
       
      -5
      6
      10
      -11
      -36
      -1
      -16
      -24
      -199
      -23
      -223
      -72
      207
      252
      849
      302
      24
      6
      29
      56
      346
      282
      143
      34
      97
      84
      253
      286
      181
      68
      20
      149
      200
      45
      149
       
      5
      -7
      -6
      -88
      -150
      -15
      -3
      -35
      22
      -137
      155
      626
      136
      63
      45
      89
      182
      325
      141
      213
      246
      103
      118
      1
      3
      1
      -1
      -19
      -34
      -101
      -32
      -96
      -134
      -48
      -25
      -72
      -142
      -10
      -3
      -99
      -203
      -310
      -127
      -164
      -160
      -204
      -118
      -141
      16
      -115
      -107
      -31
      -148
      -468
      -66
      -149
      -75
      -55
      -378
      -149
      -275
      -44
      -240
      -88
      -46
      -3
      -303
      -96
      -47
      -34
      -1
      15
      11
      49
      23
      569
      313
      800
      451
      21
      133
      15
      35
      61
      33
      4
      38
      10
      2
       
      4
       
      -3
      -2
      104
      35
      101
      56
      49
      79
      -40
      50
      36
      -44
      4
      22
      -14
      -74
      -32
      -24
      -14
      -51
      -41
      -39
      -14
       
      -114
      -184
      245
      89
      424
      123
      150
      23
      63
      87
      40
      -11
      117
      32
      64
      14
      32
      -49
      -316
      -21
      -37
      -9
      -90
      -15
      42
      -233
      398
      491
      532
      496
      453
       
      720
      1,817
      382
      350
      66
      272
      172
      73
      -268
      86
      102
      42
      11
      23
      93
      182
      89
      15
      108
      73
      -21
      99
      66
      4
      118
      502
      744
      820
      1,109
      159
      101
      562
      196
      86
      221
      761
      372
      136
      152
      272
      326
      139
      103
      106
      19
      43
      40
      22
      267
      78
      269
      83
      139
      127
      348
      388
      68
      64
      16
      -3
      142
      34
      126
      63
      9
      72
      214
      79
      78
      494
      203
      402
      213
      149
      116
      8
      -40
      -33
      -34
      -21
      -57
      5
      -24
      -24
      3
      44
      5
      5
      10
      154
      444
      165
      874
      254
      183
      -261
      -127
      30
      4
      31
      -37
      57
      7
      9
      402
      45
      115
      216
      100
      55
      261
      62
      42
      7
      14
      44
      10
      5
      19
      33
      7
      19
      4
      26
      136
      76
      226
      106
      63
      60
      20
      12
      10
      10
      126
      40
      103
      26
      174
      156
      18
      46
      89
      153
      79
      63
      27
      61
      127
      60
      19
      69
      43
      62
      16
      -62
      -398
      -522
      -334
      -656
      -175
      -61
      -27
      -70
      -5
      -18
      -82
      -51
      -256
      -215
      -337
      -130
      -178
      -93
      -98
      -92
      -221
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 34,773
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 468
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 468
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 1,395
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
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 arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
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
RENNY SUE BRAUN TRUSTEE
12 		0    
2219 CLARK LANE
REDONDO BEACH,CA90278
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
542,710
b
Average of monthly cash balances.......................
1b
21,279
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
563,989
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
563,989
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,460
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
555,529
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
27,776
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
27,776
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
27,776
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
27,776
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
27,776
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
35,030
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
35,030
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 27,776
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 791
e From 2023...... 8,733
f Total of lines 3a through e ........ 9,524
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 35,030
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 27,776
e Remaining amount distributed out of corpus 7,254
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 16,778
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		16,778
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 791
d Excess from 2023.... 8,733
e Excess from 2024.... 7,254
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).)
RENNY SUE BRAUN
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.
NONE
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

CHABAD OF MARINA DEL REY

2929 WASHINGTON BLVD
MARINA DEL REY,CA90292 		N/A PC UNRESTRICTED GENERAL 30,000
Total .................................right arrow 3a 30,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 9,141  
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 34,773  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX REFUND 		    1 704  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   44,618  
13Total. Add line 12, columns (b), (d), and (e)..................
13
44,618
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BRAUN CHARITABLE TRUST
EIN:
65-6450728
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2024 InvestmentsCorpStockSchedule
Name:
BRAUN CHARITABLE TRUST
EIN:
65-6450728
Name of Stock End of Year Book Value End of Year Fair Market Value
256746108 DOLLAR TREE INC    
256677105 DOLLAR GENERAL CORP    
02079K305 ALPHABET INC SHS 4,640 12,301
34959J108 FORTIVE CORP 1,818 1,950
50540R409 LABORATORY CORP AMER    
444859102 HUMANA INC 7,485 5,328
594918104 MICROSOFT CORP COM 9,689 26,555
670100205 NOVO NORDISK A/S ADR 1,715 2,237
20030N101 COMCAST CORP 3,526 3,490
46625H100 J P MORGAN CHASE & C 3,475 8,390
02079K107 ALPHABET INC SHS 1,208 2,095
22052L104 DOWDUPONT INC    
91324P102 UNITEDHEALTH GROUP I 2,190 2,529
20825C104 CONOCOPHILLIPS 2,344 3,273
037833100 APPLE INC 5,300 15,276
055622104 BP P L C SPONS ADR    
192446102 COGNIZANT TECHNOLOGY 3,788 4,768
778296103 ROSS STORES INC    
023135106 AMAZON COM INC 14,627 22,817
904767704 UNILEVER PLC AMER SH    
759351604 REINSURANCE GROUP OF 2,487 4,273
92826C839 VISA INC 2,209 2,212
68902V107 OTIS WORLDWIDE CORP 2,516 3,149
30303M102 FACEBOOK INC    
036752103 ANTHEM INC    
038222105 APPLIED MATERIALS IN    
171779309 CIENA CORP 6,764 11,449
084670702 BERKSHIRE HATHAWAYIN 3,912 8,159
45866F104 INTERCONTINENTAL EXC 6,114 8,196
G0750C108 AXALTA COATING SYSTE    
80105N105 SANOFI-SYNTHELABO 6,031 5,788
517834107 LAS VEGAS SANDS CORP    
05352A100 AVANTOR INC    
743315103 PROGRESSIVE CORP/THE    
609207105 MONDELEZ INTERNATION    
922475108 VEEVA SYS INC    
149123101 CATERPILLAR INC    
61174X109 MONSTER BEVERAGE SHS    
G6095L109 APTIV PLC SHS    
26484T106 DUN AND BRADSTREET H 2,706 2,878
929089100 VOYA FINL INC SHS    
007903107 ADVANCED MICRO DEVIC 5,446 5,194
025816109 AMERICAN EXPRESS CO    
31620R303 FIDELITY NATIONAL FI 2,820 4,211
34965K107 FORTREA HOLDINGS INC    
50212V100 LPL FINANCIAL HOLDIN    
573874104 MARVELL TECH INC 6,439 10,714
595112103 MICRON TECHNOLOGY 2,901 3,282
780259305 ROYAL DUTCH SHELL PL 3,509 3,508
830566105 SKECHERS U S A INC 3,077 3,833
835699307 SONY CORP ADR AMERN 7,145 8,570
87256C101 TKO GROUP HOLDINGS I 2,400 4,974
88033G407 TENET HEALTHCARE COR 1,983 4,418
883556102 THERMO FISHER SCIENT 4,232 4,162
92343V104 VERIZON COMMUNICATIO    
989207105 ZEBRA TECHNOLOGIES C 3,692 5,793
G0176J109 ALLEGION PLC SHS    
G5960L103 MEDTRONIC PLC SHS    
009158106 AIR PRODUCTS & CHEM 8,220 8,701
04626A103 ASTERA LABS INC 1,633 1,722
11135F101 BROADCOM INC 5,852 7,651
14149Y108 CARDINAL HEALTH INC 5,654 6,623
22052L104 CORTEVA INC 2,847 3,930
22822V101 CROWN CASTLE INC 3,384 3,086
254709108 DISCOVER FINL SVCS 5,476 6,756
285512109 ELECTRONIC ARTS INC 4,088 4,389
036752103 ELEVANCE HEALTH INC 2,902 3,320
532457108 ELI LILLY & CO 5,340 5,404
42809H107 HESS CORP 3,323 3,192
438516106 HONEYWELL INTL INC 6,991 7,454
443201108 HOWMET AEROSPACE INC 1,759 1,750
461202103 INTUIT INC 4,572 4,400
G51502105 JOHNSON CONTROLS INT 1,677 1,658
48251W104 KKR & CO INC 1,609 1,627
502441306 LVMH MOET HENNESSY 1,836 1,830
30303M102 META PLATFORMS INC 4,562 14,052
67066G104 NVIDIA 7,451 11,818
75734B100 REDDIT INC 3,351 3,596
75513E101 RTX CORP 3,038 3,934
78409V104 S&P GLOBAL INC 3,655 3,486
78467J100 SS & C TECHNOLOGIES 4,363 4,395
90353T100 UBER TECHNOLOGIES 3,188 2,654
929740108 WABTEC 4,084 5,119

TY 2024 InvestmentsGovtObligationsSch
Name:
BRAUN CHARITABLE TRUST
EIN:
65-6450728
US Government Securities - End of Year Book Value:

200,647
US Government Securities - End of Year Fair Market Value:

191,835
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 OtherDecreasesSchedule
Name:
BRAUN CHARITABLE TRUST
EIN:
65-6450728
Description Amount
TIMING DIFFERENCE 2,691


TY 2024 OtherExpensesSchedule
Name:
BRAUN CHARITABLE TRUST
EIN:
65-6450728
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 21 21   0


TY 2024 OtherIncomeSchedule2
Name:
BRAUN CHARITABLE TRUST
EIN:
65-6450728
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EXCISE TAX REFUND 704 0  


TY 2024 OtherProfessionalFeesSchedule
Name:
BRAUN CHARITABLE TRUST
EIN:
65-6450728
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 9,449 5,670   3,780


TY 2024 TaxesSchedule
Name:
BRAUN CHARITABLE TRUST
EIN:
65-6450728
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 99 99   0
EXCISE TAX - PRIOR YEAR 918 0   0
EXCISE TAX ESTIMATES 3,889 0   0