TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
The Brunckhorst Foundation

Number and street (or P.O. box number if mail is not delivered to street address)175 Pinelawn Road 302
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Melville, NY11747

A Employer identification number

23-7000850

B Telephone number (see instructions)

(804) 241-9649

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$184,648,070J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	580,000
2	Check .............
3	Interest on savings and temporary cash investments	13,291		13,291
4	Dividends and interest from securities...	4,314,360		4,314,360
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		6,945,690
b	Gross sales price for all assets on line 6a 112,640,005
7	Capital gain net income (from Part IV, line 2)...			6,945,690
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........	11,853,341		11,273,341
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......	148,800			100,800
15	Pension plans, employee benefits.......	11,383			11,383
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	3,036		3,036
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	90,000	22,500	67,500
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	1,003,395	935,895	67,500
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	163,987
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	3,802	1,860	1,670
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,424,403		960,255	251,889
25	Contributions, gifts, grants paid.......	7,445,000			7,445,000
26	Total expenses and disbursements. Add lines 24 and 25	8,869,403		960,255	7,696,889
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	2,983,938
b	Net investment income (if negative, enter -0-)			10,313,086
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	4,610,200	8,177,122	8,177,122
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	676,116	762,129	762,129
	10a	Investments—U.S. and state government obligations (attach schedule)	1,881,601
	b	Investments—corporate stock (attach schedule).......	61,010,787	List of Attached Documents: // Content 68,807,420	102,086,503
	c	Investments—corporate bonds (attach schedule).......	56,532,239	List of Attached Documents: // Content 40,177,387	43,086,006
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	14,123,185	List of Attached Documents: // Content 23,894,008	30,536,310
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	138,834,128	141,818,066	184,648,070
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	138,834,128	141,818,066
	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).....	138,834,128	141,818,066
	30	Total liabilities and net assets/fund balances (see instructions).	138,834,128	141,818,066

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

138,834,128

Enter amount from Part I, line 27a .....................

2,983,938

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

141,818,066

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

141,818,066

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
1 a	Publicly Traded Securities	P
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	112,640,005	105,694,315	6,945,690
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			6,945,690
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	6,945,690
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 ...................		3	6,945,690

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	143,352
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	143,352
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	143,352
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	246,966
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	246,966
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	103,614
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax103,614	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

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

...............................

Yes

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

Kandel & Company Telephone no. right arrow

(804) 241-9649

Located at right arrow

175 Pinelawn Road-Suite 302MelvilleNY ZIP+4 right arrow

11747

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
Susan S Kemp	Secretary 4.00	0
7004 Wildon Grove Road Gordonsville,VA22942	Secretary 4.00	0
Richard Todd Stravitz	President & CEO 4.00	0
2702 Monument Ave Richmond,VA23220	President & CEO 4.00	0

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 Besa	Grant Admin 20.00	55,200
4896 Burnham Road North Chesterfield,VA23234	Grant Admin 20.00	55,200
Mark R Doran	Grant Admin 10.00	45,600
7004 Wildon Grove Road Gordonsville,VA22942	Grant Admin 10.00	45,600
Ansley S Dowler	Grant Admin 10.00	48,000
4480 Springfield Road Glen Allen,VA23060	Grant Admin 10.00	48,000




Total number of other employees paid over $50,000...................

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
Kandel & Company	Accounting, Tax & Mang't	180,000
175 Pinelawn Road-Suite 302 Melville,NY11747	Accounting, Tax & Mang't	180,000
Rockefeller Capital Management	Advisory & Fin'l Mang't	913,395
One Town Center Road-Ste 500 Boca Raton,FL33486	Advisory & Fin'l Mang't	913,395

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

173,392,147

Average of monthly cash balances.......................

2,009,871

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

175,402,018

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

175,402,018

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

2,631,030

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

172,770,988

Minimum investment return. Enter 5% (0.05) of line 5................

8,638,549

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.)

Minimum investment return from Part IX, line 6..................

8,638,549

Tax on investment income for 2024 from Part V, line 5 .......

143,352

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

143,352

Distributable amount before adjustments. Subtract line 2c from line 1............

8,495,197

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

8,495,197

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

8,495,197

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

7,696,889

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

7,696,889

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2024
1 Distributable amount for 2024 from Part X, line 7			8,495,197
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......	942,128
b From 2020......	359,453
c From 2021......
d From 2022......	516,579
e From 2023......	494,069
f Total of lines 3a through e ........		2,312,229
4Qualifying distributions for 2024 from Part
XI, line 4: $ 7,696,889
a Applied to 2023, but not more than line 2a
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.....			7,696,889
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2024.		798,308	798,308
(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		1,513,921
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 ..........			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) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		143,820
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		1,370,101
10 Analysis of line 9:
a Excess from 2020....	359,453
b Excess from 2021....
c Excess from 2022....	516,579
d Excess from 2023....	494,069
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Planned Parenthood SW Central Flori 736 Central Ave Sarasota,FL34236	N/A	PC	General Purpose unless otherwise stated	250,000
Southern Environmental Law Center 120 Garrett St-Ste 400 Charlottesville,VA22902	N/A	PC	General Purpose unless otherwise stated	480,000
Chesapeake Bay Foundation Inc 6 Herndon Avenue Annapolis,MD21403	N/A	PC	General Purpose unless otherwise stated	425,000
Richmond SPCA 2519 Hermitage Road Richmond,VA23220	N/A	PC	General Purpose unless otherwise stated	200,000
Center for Reproductive Rights Inc 199 Water Street-22nd FL New York,NY10038	N/A	PC	General Purpose unless otherwise stated	300,000
Environmental Defense Fund Inc 257 Park Ave So-17th FL New York,NY10010	N/A	PC	General Purpose unless otherwise stated	350,000
Earth Justice 180 Steuart Street 194330 San Francisco,CA94105	N/A	PC	General Purpose unless otherwise stated	405,000
Tri County Humane Society 21287 Boca Rio Road Boca Raton,FL33433	N/A	PC	General Purpose unless otherwise stated	300,000
American Rivers Inc 1101 14th Street NW-Ste 1400 Washington,DC20005	N/A	PC	General Purpose unless otherwise stated	200,000
National Wildlife Federation 11100 Wildlife Center Drive Reston,VA20190	N/A	PC	General Purpose unless otherwise stated	100,000
Natural Resources Defense Fund Inc 40 West 20th Street New York,NY10011	N/A	PC	General Purpose unless otherwise stated	225,000
Nature Conservancy 4245 North Fairfax Drive-Ste 100 Arlington,VA22203	N/A	PC	General Purpose unless otherwise stated	400,000
Conservation Fund 1655 N Fort Myers Drive-Ste 1300 Arlington,VA22209	N/A	PC	General Purpose unless otherwise stated	400,000
Planned Parenthood-SouthEast North 2300 N Florida Mango Dr W Palm Beach,FL33409	N/A	PC	General Purpose unless otherwise stated	250,000
Sierra Club Foundation 2101 Webster St-Ste 1250 Oakland,CA94612	N/A	PC	General Purpose unless otherwise stated	1,160,000
American Forests 1220 L Street NW-Ste 750 Washington,DC20005	N/A	PC	General Purpose unless otherwise stated	150,000
Trust for Public Land 23 Geary St-Ste 1000 San Francisco,CA94108	N/A	PC	General Purpose unless otherwise stated	50,000
Defenders of Wildlife 1130 17th Street NW Washington,DC20036	N/A	PC	General Purpose unless otherwise stated	100,000
American Humane Association 1400 16th Street NW-Ste 360 Washington,DC20036	N/A	PC	General Purpose unless otherwise stated	200,000
National Audubon Society Inc 225 Varick Street-7th Fl New York,NY10014	N/A	PC	General Purpose unless otherwise stated	100,000
Ocean Conservancy 1300 19th Street NW-8th FL Washington,DC20036	N/A	PC	General Purpose unless otherwise stated	250,000
Elephant Sanctuary in Tennessee PO Box 393 Hohenwald,TN38462	N/A	PC	General Purpose unless otherwise stated	200,000
African Wildlife Foundation 1100 New Jersey Ave SE-Suite 900 Washington,DC20003	N/A	PC	General Purpose unless otherwise stated	200,000
Humane World for Animals Inc 1255 23rd Street NW-Ste 450 Washington,DC20037	N/A	PC	General Purpose unless otherwise stated	100,000
Naral Pro-Choice America Foundation 1725 Eye St NW-Ste 900 Washington,DC20006	N/A	PC	General Purpose unless otherwise stated	200,000
Oceana Inc 1025 Connecticut Ave NW-Ste 200 Washington,DC20036	N/A	PC	General Purpose unless otherwise stated	50,000
Virginia League for Planned Parenth 201 N Hamilton Street Richmond,VA23221	N/A	PC	General Purpose unless otherwise stated	100,000
National Parks Conservation Associa 777 6th Street NW-Ste 700 Washington,DC20001	N/A	PC	General Purpose unless otherwise stated	100,000
Center for Biological Diversity Inc PO Box 710 Tucson,AZ85702	N/A	PC	General Purpose unless otherwise stated	150,000
Greenpeace Fund Inc 1300 I St NW-Ste 1100E Washington,DC20005	N/A	PC	General Purpose unless otherwise stated	50,000
Total ................................. 3a				7,445,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	13,291
4 Dividends and interest from securities ....			14	4,314,360
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	6,945,690
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) ..				11,273,341

13Total. Add line 12, columns (b), (d), and (e)..................

11,273,341

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:	24020490
Software Version:	2024v5.2

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

The Brunckhorst Foundation

Employer identification number

23-7000850

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 The Brunckhorst Foundation

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 2010 Trust 2702 Monument Ave Richmond, VA23220	$ 580,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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 The Brunckhorst Foundation		Employer identification number 23-7000850

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 The Brunckhorst Foundation			Employer identification number 23-7000850
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

(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

(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

(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

(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

- TIN:

TY 2024 AccountingFeesSchedule

Name:

The Brunckhorst Foundation

EIN:

23-7000850

Software ID:

24020490

Software Version:

2024v5.2

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Kandel & Company-Accounting & Tax Prep	90,000	22,500	0	67,500

- TIN:

TY 2024 ContractorCompensationExpln

Name:

The Brunckhorst Foundation

EIN:

23-7000850

Software ID:

24020490

Software Version:

2024v5.2

Contractor	Explanation
Kandel & Company	Accounting, Tax Preparation & Management Oversight
Rockefeller Capital Management	Investment advisory and financial management.

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

The Brunckhorst Foundation

EIN:

23-7000850

Software ID:

24020490

Software Version:

2024v5.2

Name of Bond	End of Year Book Value	End of Year Fair Market Value
Nationwide Fin'l Svcs Inc-6.75%,5/15/87	174,000	205,756
Ford Motor Co-6.625%,2/15/28	4,228	4,106
Expend Energy-5.7%,1/23/25	350,121	349,951
Canadian IMP Fin'l-3.75%,7/26/24
Alabama PWR	89,387	94,841
Appalachian PWR Co
Arizona Pub Svc Co	433,567	432,188
Banco Santanda SA-3.8%,2/23/28	371,052	383,692
Banco Santanda SA-4.379%,4/12/28	182,642	195,112
Banco Santanda SA-5.294%,8/18/27
Bank of America-5.875%,2/7/42
Bank of America Corp Note-6.111%,1/29/37
Bank of America Corp Note-5%,1/21/44	92,256	93,378
Barrick Gold Fin'l Note-5.8%,11/15/34
Columbia Pipeline Group Inc-5.8%,6/1/45	97,378	96,360
Comcast Corp-6.4%,3/1/40
UBS AG London Branch MTN-4.35%,6/15/27	584,548	620,513
Duke Energy Ind-6.45%,4/1/39
Endurance Specialty Hldg Note-7%,7/15/34	542,792	543,920
General Electric Co-5.2%,7/15/34
General Electric Co-5.25%,7/15/34
General Motors Co-5.2%,4/13/45	225,780	216,770
GS Fin'l Corp Ser E-0%,1/11/24
HP Inc-6%,9/15/41
HSBC Holdings Note-4.95%.3/31/30
HSBC Holdings Note-6.1%.1/14/42
Keybank National Assoc Note-4.9%,8/8/32	238,670	236,915
Legg Mason Inc-5.625%,1/15/44
Lloyds Banking Group-4.55%,8/16/28
MetLife Inc Note-5.875%,2/6/41
Morgan Stanley Note-6.375%,7/24/42
Nevada Power Co-5.375%,9/14/40
Nevada Power Co-5.45%,5/15/41
Nevada Power Co-6.65%,4/1/36
Oracle Corp-6.5%,4/15/38
Pacificorp Bond-6.35%,7/15/38
Paramount Global-6.875%,4/30/36	543,483	506,220
Phillip Morris Int'l-6.375%,5/16/38
Phillip Morris Int'l-4.5%,3/20/42	174,652	173,320
Puget Energy Inc Note-6.274%,3/15/37
Raymond James Fin'l Note-4.95%,7/15/46	93,326	89,757
Regions Bank-Birmingham-6.45%,6/26/37
Royal Bank Canada-0%,11/14/24
San Diego Gas & Elec-6%,6/1/39
Simon Property Group-6.75%,2/1/40
Southern CA Edison Bond-5.55%,1/15/36
Southern CA Edison Bond-5.65%,2/1/36
Southern CA Edison Bond-5.95%,2/1/38
Southern CA Edison Bond-6.05%,3/15/39
Southern CA Gas Co-5.125%,11/15/40	89,303	94,889
Toledo Hospital Ser 2018B-5.75%,11/15/38	232,896	245,750
Toledo Hospital Ser 6.015%,11/15/48	236,810	244,775
Verizon MD Inc-5.125%,6/15/33	94,549	96,798
Amgen Inc-5.75%,3/15/40
Amgen Inc-5.75%,3/2/63
Appalachian PWR-6.7%,8/15/37
Arch Cap Group-5.031%,12/15/46	917,620	895,820
Baker Hughes-5.125%,9/15/40	237,700	237,363
Banco Santander-5.147%,8/18/25
Barrick Gold-6.45%,10/15/35
BOFA Fin'l-0%,10/3/24
Centerpoint Energy
Cigna Group-5.375%,2/15/42	98,475	92,137
Citigroup Global-0%,12/5/24
Cleco PWR-6%,12/1/40
Consolidated Edison-5.5%,12/1/39
Consolidated Edison-5.7%,6/15/40
Dupont De Nemours-5.419%,11/15/48
Enbridge Energy-5.5%,9/15/40	97,539	95,720
Enbridge Inc-5.5%,12/1/46
Goldman Sachs-4%,3/3/24
Goldman Sachs-6.25%,2/1/41
Lincoln National-6.3%,10/9/37
Lowes Companies-5.75%,7/1/53
Lowes Companies-5.8%,10/15/36
McKesson Corp-6%,3/1/41
Meta Platforms-5.6%,5/15/53
Meta Platforms-5.75%,5/15/63
Newmont Corp-5.875%,4/1/35
Nexterra Energy Cap-5.25%,2/28/53	94,534	91,779
Norfolk Southern Corp-6%,5/23/11	145,823	130,295
Oklahoma Gas & Elec-6.45%,2/1/38	17,979	17,871
Oracle Corp-5.55%,2/6/53	467,155	472,395
Pacificorp-5.5%,5/15/54	99,268	93,446
Prudential Fin'l-6.2%,11/15/40
Public Service Co-6.625%,11/15/37
Ross Stores-5.45%,4/15/50
Royal Bank Canada-0%,1/23/25
Royal Bank Canada-0%,1/31/25
Royal Bank Canada-0%,12/19/24
Royal Bank Canada-0%,6/26/25
Royal Bank Canada-0%,7/17/25
Royal Bank Canada-0%,8/28/25
Royal Bank Canada-0%,11/29/24
Royal Bank Canada-0%,10/10/24
Royal Bank Canada-0%,10/3/24
Southern Ca Edison-0%,3/1/53
Southern Ca Edison-0%,6/1/53
Southern Ca Edison-0%,11/15/35
Southern Copper-5.875%,4/23/45	207,459	195,276
Transcanada Pipelines-5.85%,3/15/36
Transcanada Pipelines-6.1%,6/1/40
Truist Bank-3.3%,5/15/26	460,390	489,585
Truist Fin'l-3.875%,3/19/29	90,293	95,420
Tucson Elec-5.5%,4/15/53
US Bancorp-3.1%,4/27/26	231,393	244,640
Virginia Elec & Pwr-5.45%,4/1/53
Wells Fargo Bank-5.85%,2/1/37
Goldman Sachs-6.75%,10/1/17
GS Fin'l Corp-0%,12/19/24
GS Fin'l Corp-0%,1/2/25
Halliburton Co-5%,11/15/45	272,438	267,834
Halliburton Co-6.7%,9/15/38
Hartford Fin'l Ser-6.625%,3/30/40
Hartford Healthcare-5.746%,4/1/44	462,115	438,863
HSBC USA-0%,12/2/24
IBM Corp-4.9%,7/27/52	91,373	88,961
Intel Corp-5.05%,8/5/62	898,510	780,290
Intel Corp-5.7%,2/10/53	97,386	88,439
Intel Corp-5.7%,2/10/53	205,555	180,446
JP Morgan Chase-4.95%,6/1/45	232,942	226,988
JP Morgan Chase Fin'l-0%,1/23/25
JP Morgan Chase Fin'l-0%,10/25/24
JP Morgan Chase Fin'l-0%,12/19/24
JP Morgan Chase Fin'l-0%,8/13/25
BOFA Fin'l Ser A MTN-0%-5/22/25	500,000	557,600
Citigroup Global Mkts Hldgs-0%-5/2/25	1,000,000	1,280,400
Citigroup Global Mkts Hldgs-0%-2/9/26	1,500,000	1,464,525
Citigroup Global Mkts Hldgs-0%-3/20/25	500,000	550,750
Citigroup Global Mkts Hldgs-0%-12/9/25	1,000,000	973,800
Citigroup Global Mkts Hldgs-0%-6/12/25	500,000	564,750
Citigroup Global Mkts Hldgs-0%-8/19/25	400,000	364,760
GS CI WO Index-0%-12/3/25	1,000,000	958,400
GS Fin Corp MTN-0%-8/12/25	500,000	522,550
GS Fin Corp Ser F-0%-1/2/25	2,000,000	2,270,122
JP Morgan Chase Fin'l-0%-1/23/25	2,000,000	2,475,000
JP Morgan Chase Fin'l-0%-8/13/25	1,200,000	1,384,260
Morgan Stanley Fin Ser A-0%-5/2/25	1,500,000	1,561,225
Morgan Stanley Fin Ser A-0%-8/12/25	500,000	489,525
Royal Bank Canada-0%-1/23/25	500,000	564,150
Royal Bank Canada-0%-12/19/25	500,000	465,350
Royal Bank Canada-0%-6/26/25	2,000,000	2,302,600
Royal Bank Canada-0%-7/17/25	3,500,000	4,072,950
Royal Bank Canada-0%-5/20/25	500,000	528,750
Royal Bank Canada-0%-2/25/26	2,000,000	1,957,100
Royal Bank Canada-0%-3/17/25	3,500,000	3,855,950
Royal Bank Canada-0%-8/12/25	500,000	556,350
Royal Bank Canada-0%-8/19/25	800,000	886,160
Royal Bank Canada-0%-8/28/25	1,000,000	1,129,900
Royal Bank Canada-0%-1/31/25	1,000,000	1,200,500

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

The Brunckhorst Foundation

EIN:

23-7000850

Software ID:

24020490

Software Version:

2024v5.2

Name of Stock	End of Year Book Value	End of Year Fair Market Value
McDonalds Corp
IBM Corp	2,508,276	3,517,280
Microsoft Corp	5,566,971	7,587,000
Aegon Funding Co-Pfd-5.1%
American EQ Inv-Pfd
Abbvie Inc
Amazon.Com	4,464,963	6,581,700
Amgen Inc
Astrazeneca PLC
Brighthouse Financial-Pfd A-6.75%
Cardinal Health Inc	1,330,893	2,601,940
Chevron Corp
Exxon Mobil
Johnson & Johnson
Merck & Co	812,536	994,800
Alphabet CL C
Eli Lilly & Co	6,449,906	6,948,000
Glaxo Smithkline PLC
Nvidia Corporation	10,125,926	28,335,190
United Health Group Inc
Vertex Pharmaceuticals Inc	2,175,217	2,818,900
Ford Motor PFD-6.5%,8/15/62
McKesson Corp	1,584,118	2,279,640
Novo Nordisk ADR
Adobe Systems Inc
Apple Inc	4,121,508	5,509,240
Arch Cap Group-Pfd
Deere & Co
GE Aerospace	1,628,956	2,001,480
Madrigal Pharmaceuticals Inc
Meta Platforms Inc	3,438,614	4,684,080
Mongodb Inc-CLA
Netflix Inc
Qualcomm Inc
Sandoz Group AG
Servicenow Inc	1,564,405	1,590,180
Shopify Inc
Applovin Corp	541,021	518,128
Cadence Design Systems Inc	1,238,420	1,201,840
Crowdstrike Holdings Inc CL A	1,303,121	1,368,640
Cummins Inc	2,175,549	2,091,600
GE Vernova Inc	2,184,931	3,947,160
Goldman Sachs Group	1,790,175	1,717,860
Intuitive Surgical Inc	1,986,304	2,609,800
JP Morgan Chase & Co	482,455	479,420
Okta Inc	229,140	236,400
Palantir Technologies Inc CL A	647,592	756,300
Palo Alto Networks Inc	1,697,759	1,637,640
PayPal Holdings Inc	162,325	170,700
Quanta Services	1,085,725	1,106,175
Soundhound AI Inc CL A	801,192	1,388,800
Stryker Corporation	1,109,405	1,080,150
Taiwan Semiconductor	194,130	197,490
Tesla Inc	3,544,481	4,442,240
Vistra Corp	1,037,406	965,090
Zscaler Inc	824,000	721,640

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

The Brunckhorst Foundation

EIN:

23-7000850

Software ID:

24020490

Software Version:

2024v5.2

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
JP Morgan Equity Inc A	AT COST
Health Care Select Sec SPDR	AT COST	1,578,690	1,650,840
SPDR S&P 500 ETF Tr	AT COST	9,682,211	12,307,680
Ishares S&P 100 Index Fd	AT COST	381,348	577,700
Invesco QQQ Tr Unit Ser 1	AT COST	9,028,546	12,269,520
Invesco Exchange Traded S&P	AT COST	809,122	1,249,000
Select Sector SPDR Indust	AT COST	2,168,591	2,239,920
Select Sector SPDR Tr Financial	AT COST	245,500	241,650

- TIN:

TY 2024 LegalFeesSchedule

Name:

The Brunckhorst Foundation

EIN:

23-7000850

Software ID:

24020490

Software Version:

2024v5.2

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
McGuire Woods	3,036	0	0	3,036

- TIN:

TY 2024 OtherExpensesSchedule

Name:

The Brunckhorst Foundation

EIN:

23-7000850

Software ID:

24020490

Software Version:

2024v5.2

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Filing Fees	1,500		1,500
Interest & Service Charges	272
Publication Expense	170		170
Service Fees-Securities	1,860	1,860

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

The Brunckhorst Foundation

EIN:

23-7000850

Software ID:

24020490

Software Version:

2024v5.2

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Advisory Fees	913,395	913,395	0	0
Kandel & Company-Management	90,000	22,500	0	67,500

- TIN:

TY 2024 SubstantialContributorsSch

Name:

The Brunckhorst Foundation

EIN:

23-7000850

Software ID:

24020490

Software Version:

2024v5.2

Name	Address
Barbara Brunckhorst 2010 Trust	2702 Monument Ave Richmond,VA23220

- TIN:

TY 2024 TaxesSchedule

Name:

The Brunckhorst Foundation

EIN:

23-7000850

Software ID:

24020490

Software Version:

2024v5.2

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Excise Tax -'24	143,352
Unrelated Business Tax-'24	20,635