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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
BRAUN CHARITABLE TRUST-DIMA
 
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
PENNINGTON
State or province
NJ
Country  
ZIP or foreign postal code
08534
A Employer identification number

65-6450728
B Telephone number (see instructions)

8888663275
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$623,960J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 8,951 4,160  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 56,478
b Gross sales price for all assets on line 6a 275,797
7 Capital gain net income (from Part IV, line 2)... 56,478
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 65,429 60,638  
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
9,386 5,632   3,754
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
29 29   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
4 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,669 5,665 0 5,004
25 Contributions, gifts, grants paid....... 30,000 30,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 40,669 5,665 0 35,004
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,760
b Net investment income (if negative, enter -0-) 54,973
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 170 73 73
2 Savings and temporary cash investments......... 26,635 32,495 32,495
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
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 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 200,647 Click to see attachment
List of Attached Documents:
// Content
197,867 		193,955
b Investments—corporate stock (attach schedule)....... 239,043 Click to see attachment
List of Attached Documents:
// Content
260,491 		397,437
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 466,495 490,926 623,960
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances 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........ 466,495 490,926
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)..... 466,495 490,926
30 Total liabilities and net assets/fund balances (see instructions). 466,495 490,926
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
466,495
2
Enter amount from Part I, line 27a .....................
2
24,760
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
491,255
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
329
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
490,926
Form 990-PF (2025)
Form 990-PF (2025)
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 4. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-06-16 2025-01-08
b 4. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-06-29 2025-01-08
c 4. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-24 2025-01-08
d 13. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-11-08 2025-01-08
e 2. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-11-29 2025-01-08
4. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-13 2025-01-08
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-03-27 2025-01-08
15. COMCAST CORP NEW CL A   2022-08-24 2025-01-08
17. COMCAST CORP NEW CL A   2022-09-07 2025-01-08
4. COMCAST CORP NEW CL A   2022-09-08 2025-01-08
9. COMCAST CORP NEW CL A   2022-10-24 2025-01-08
15. CORTEVA INC REG SHS   2019-12-19 2025-01-08
6. CORTEVA INC REG SHS   2020-02-19 2025-01-08
8. CORTEVA INC REG SHS   2020-07-14 2025-01-08
15. CROWN CASTLE INC SHS   2024-04-30 2025-01-08
8. DISCOVER FINL SVCS   2024-07-25 2025-01-08
13. ELECTRONIC ARTS INC   2024-02-29 2025-01-08
4. FORTIVE CORP SHS   2023-09-12 2025-01-08
4. FORTIVE CORP SHS   2022-11-29 2025-01-08
5. FORTIVE CORP SHS   2022-10-24 2025-01-08
8. FORTIVE CORP SHS   2024-01-03 2025-01-08
5. FORTIVE CORP SHS   2024-01-04 2025-01-08
20. J P MORGAN CHASE & CO COM   2017-05-05 2025-01-08
6. MARVELL TECH INC   2023-06-02 2025-01-08
8. MARVELL TECH INC   2023-12-07 2025-01-08
8. MICRON TECHNOLOGY INC   2023-11-03 2025-01-08
11. MICRON TECHNOLOGY INC   2023-11-28 2025-01-08
4. OTIS WORLDWIDE CORP REG SH   2021-11-01 2025-01-08
11. OTIS WORLDWIDE CORP REG SH   2022-05-26 2025-01-08
1. OTIS WORLDWIDE CORP REG SH   2022-07-18 2025-01-08
15. RTX CORP CORP   2024-01-17 2025-01-08
4. RTX CORP CORP   2024-02-05 2025-01-08
10. SANOFI ADR   2021-05-17 2025-01-08
7. SANOFI ADR   2021-05-18 2025-01-08
14. SANOFI ADR   2020-05-29 2025-01-08
16. SKECHERS U S A INC CL A   2023-04-28 2025-01-08
20. SONY GROUP CORP   2023-03-21 2025-01-08
15. SONY GROUP CORP   2023-03-22 2025-01-08
16. SONY GROUP CORP   2023-03-23 2025-01-08
1. THERMO FISHER SCIENTIFIC INC   2023-12-12 2025-01-08
17. UBER TECHNOLOGIES INC   2024-08-30 2025-01-08
1. DISCOVER FINL SVCS   2024-07-29 2025-01-10
6. DISCOVER FINL SVCS   2024-07-26 2025-01-10
1. DISCOVER FINL SVCS   2024-07-25 2025-01-10
4. SANOFI ADR   2021-11-30 2025-01-10
7. SANOFI ADR   2021-12-01 2025-01-10
2. SKECHERS U S A INC CL A   2023-09-28 2025-01-10
2. SKECHERS U S A INC CL A   2023-09-27 2025-01-10
4. SKECHERS U S A INC CL A   2023-04-28 2025-01-10
30. SONY GROUP CORP   2023-03-28 2025-01-10
54. SONY GROUP CORP   2023-03-23 2025-01-10
15. SONY GROUP CORP   2023-04-17 2025-01-10
9. SONY GROUP CORP   2023-04-18 2025-01-10
10. SONY GROUP CORP   2023-03-27 2025-01-10
1. DISCOVER FINL SVCS   2024-07-30 2025-01-13
4. DISCOVER FINL SVCS   2024-07-29 2025-01-13
1. DISCOVER FINL SVCS   2024-08-30 2025-01-13
8. ELECTRONIC ARTS INC   2024-05-03 2025-01-27
4. ELECTRONIC ARTS INC   2024-08-30 2025-01-27
2. ELECTRONIC ARTS INC   2024-05-06 2025-01-27
3. ELECTRONIC ARTS INC   2024-05-02 2025-01-27
2. ZEBRA TECHNOLOGIES CORP CL A   2023-09-01 2025-01-27
2. ZEBRA TECHNOLOGIES CORP CL A   2023-09-05 2025-01-28
3. ALPHABET INC SHS CL C   2023-09-12 2025-02-10
5. ALPHABET INC SHS CL C   2022-10-24 2025-02-10
3. ALPHABET INC SHS CL C   2022-11-29 2025-02-10
15. APPLE INC   2017-05-05 2025-02-10
9. ASTERA LABS INC REG SHS   2024-12-19 2025-02-10
13. ASTERA LABS INC REG SHS   2025-01-08 2025-02-10
4. ASTERA LABS INC REG SHS   2024-12-18 2025-02-10
7. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-04-17 2025-02-10
10. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-03-27 2025-02-10
13. COMCAST CORP NEW CL A   2023-09-12 2025-02-10
11. COMCAST CORP NEW CL A   2024-03-12 2025-02-10
10. COMCAST CORP NEW CL A   2024-03-13 2025-02-10
5. COMCAST CORP NEW CL A   2022-11-29 2025-02-10
9. COMCAST CORP NEW CL A   2022-10-24 2025-02-10
2. CORTEVA INC REG SHS   2020-07-14 2025-02-10
14. CORTEVA INC REG SHS   2021-09-27 2025-02-10
13. CROWN CASTLE INC SHS   2024-05-15 2025-02-10
19. DUN AND BRADSTREET HLDGS INC   2022-12-12 2025-02-10
4. FID NATIONAL FINL INC FNF GROU   2023-01-17 2025-02-10
1. FID NATIONAL FINL INC FNF GROU   2023-01-18 2025-02-10
8. HONEYWELL INTERNATIONAL INC   2024-10-08 2025-02-10
9. HONEYWELL INTERNATIONAL INC   2024-10-10 2025-02-10
4. KKR & CO INC CL A   2024-12-18 2025-02-10
7. KKR & CO INC CL A   2024-12-19 2025-02-10
7. KKR & CO INC CL A   2025-01-08 2025-02-10
6. NOVO-NORDISK A S ADR   2023-09-12 2025-02-10
12. NOVO-NORDISK A S ADR   2022-11-08 2025-02-10
2. NOVO-NORDISK A S ADR   2022-11-29 2025-02-10
6. NOVO-NORDISK A S ADR   2022-10-24 2025-02-10
4. OTIS WORLDWIDE CORP REG SH   2022-07-18 2025-02-10
4. OTIS WORLDWIDE CORP REG SH   2022-09-09 2025-02-10
6. OTIS WORLDWIDE CORP REG SH   2022-10-24 2025-02-10
3. REINSURNCE GROUP AMERICA   2022-05-12 2025-02-10
2. REINSURNCE GROUP AMERICA   2022-05-25 2025-02-10
1. REINSURNCE GROUP AMERICA   2022-05-26 2025-02-10
23. SHELL PLC   2023-07-13 2025-02-10
1. SANOFI ADR   2021-12-01 2025-02-10
7. SANOFI ADR   2022-04-07 2025-02-10
17. SONY GROUP CORP   2023-04-18 2025-02-10
3. THERMO FISHER SCIENTIFIC INC   2024-03-05 2025-02-10
4. THERMO FISHER SCIENTIFIC INC   2023-12-12 2025-02-10
1. ZEBRA TECHNOLOGIES CORP CL A   2023-09-12 2025-02-10
2. ZEBRA TECHNOLOGIES CORP CL A   2023-09-27 2025-02-10
1. ZEBRA TECHNOLOGIES CORP CL A   2023-09-28 2025-02-10
5. CORTEVA INC REG SHS   2023-09-12 2025-02-11
3. CORTEVA INC REG SHS   2022-11-29 2025-02-11
5. CORTEVA INC REG SHS   2021-09-27 2025-02-11
11. CORTEVA INC REG SHS   2022-10-24 2025-02-11
6. CROWN CASTLE INC SHS   2024-05-15 2025-02-11
17. DUN AND BRADSTREET HLDGS INC   2022-12-13 2025-02-11
3. DUN AND BRADSTREET HLDGS INC   2022-12-12 2025-02-11
4. FID NATIONAL FINL INC FNF GROU   2023-01-18 2025-02-11
5. FID NATIONAL FINL INC FNF GROU   2023-01-19 2025-02-11
2. OTIS WORLDWIDE CORP REG SH   2022-11-29 2025-02-11
2. OTIS WORLDWIDE CORP REG SH   2023-09-12 2025-02-11
1. REINSURNCE GROUP AMERICA   2022-05-26 2025-02-11
2. SHELL PLC   2023-07-21 2025-02-11
2. SHELL PLC   2023-07-13 2025-02-11
4. SANOFI ADR   2022-04-07 2025-02-11
7. SONY GROUP CORP   2023-08-18 2025-02-11
25. SONY GROUP CORP   2023-08-17 2025-02-11
4. SONY GROUP CORP   2023-04-18 2025-02-11
16. DUN AND BRADSTREET HLDGS INC   2022-12-13 2025-02-12
5. FID NATIONAL FINL INC FNF GROU   2023-01-20 2025-02-12
4. FID NATIONAL FINL INC FNF GROU   2023-01-24 2025-02-12
1. FID NATIONAL FINL INC FNF GROU   2023-01-19 2025-02-12
13. SONY GROUP CORP   2023-09-12 2025-02-12
8. SONY GROUP CORP   2023-08-18 2025-02-12
3. DUN AND BRADSTREET HLDGS INC   2023-04-18 2025-02-13
18. DUN AND BRADSTREET HLDGS INC   2022-12-13 2025-02-13
8. DUN AND BRADSTREET HLDGS INC   2023-04-17 2025-02-13
2. FID NATIONAL FINL INC FNF GROU   2023-01-25 2025-02-13
2. FID NATIONAL FINL INC FNF GROU   2023-01-24 2025-02-13
6. FID NATIONAL FINL INC FNF GROU   2023-03-17 2025-02-13
14. ROSS STORES INC   2025-01-08 2025-02-26
9. ROSS STORES INC   2025-01-10 2025-02-26
.3333 SANDISK CORP   2025-01-08 2025-02-26
4. WABTEC   2024-02-12 2025-02-26
3. WABTEC   2024-02-09 2025-02-26
4. WABTEC   2024-04-10 2025-02-27
2. WABTEC   2024-02-12 2025-02-27
4. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-04-17 2025-03-10
5. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-09-12 2025-03-10
11. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-08-17 2025-03-10
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-04-18 2025-03-10
2. CONOCOPHILLIPS   2021-04-16 2025-03-10
1. CONOCOPHILLIPS   2021-04-19 2025-03-10
5. CONOCOPHILLIPS   2021-09-15 2025-03-10
4. CONOCOPHILLIPS   2021-04-15 2025-03-10
2. CONOCOPHILLIPS   2021-04-14 2025-03-10
19. DUN AND BRADSTREET HLDGS INC   2023-04-18 2025-03-10
5. FID NATIONAL FINL INC FNF GROU   2023-03-20 2025-03-10
2. FID NATIONAL FINL INC FNF GROU   2023-03-17 2025-03-10
1. HONEYWELL INTERNATIONAL INC   2024-10-10 2025-03-10
2. HONEYWELL INTERNATIONAL INC   2024-10-11 2025-03-10
5. HONEYWELL INTERNATIONAL INC   2024-10-23 2025-03-10
5. INTUIT INC   2024-12-19 2025-03-10
2. INTUIT INC   2024-12-18 2025-03-10
13. KKR & CO INC CL A   2025-01-08 2025-03-10
4. KKR & CO INC CL A   2025-01-10 2025-03-10
2. REINSURNCE GROUP AMERICA   2022-05-26 2025-03-10
3. REINSURNCE GROUP AMERICA   2022-07-18 2025-03-10
10. SANOFI ADR   2022-10-24 2025-03-10
4. SANOFI ADR   2022-04-07 2025-03-10
7. SANOFI ADR   2022-05-25 2025-03-10
10. SANOFI ADR   2022-05-26 2025-03-10
1. SKECHERS U S A INC CL A   2024-06-28 2025-03-10
11. SKECHERS U S A INC CL A   2023-09-29 2025-03-10
11. SKECHERS U S A INC CL A   2023-09-28 2025-03-10
1. UBER TECHNOLOGIES INC   2024-08-30 2025-03-10
26. UBER TECHNOLOGIES INC   2024-09-04 2025-03-10
3. WABTEC   2024-08-16 2025-03-10
6. WABTEC   2024-07-23 2025-03-10
2. WABTEC   2024-04-10 2025-03-10
13. DUN AND BRADSTREET HLDGS INC   2024-07-23 2025-03-11
34. DUN AND BRADSTREET HLDGS INC   2023-04-18 2025-03-11
13. DUN AND BRADSTREET HLDGS INC   2024-07-24 2025-03-11
12. FID NATIONAL FINL INC FNF GROU   2023-06-06 2025-03-11
2. FID NATIONAL FINL INC FNF GROU   2023-06-07 2025-03-11
3. FID NATIONAL FINL INC FNF GROU   2023-03-20 2025-03-11
5. FID NATIONAL FINL INC FNF GROU   2023-03-21 2025-03-11
1. REINSURNCE GROUP AMERICA   2023-09-12 2025-03-11
3. REINSURNCE GROUP AMERICA   2022-07-18 2025-03-11
3. REINSURNCE GROUP AMERICA   2022-10-24 2025-03-11
1. REINSURNCE GROUP AMERICA   2022-11-29 2025-03-11
10. SKECHERS U S A INC CL A   2024-06-28 2025-03-11
3. WABTEC   2024-08-16 2025-03-11
10. DUN AND BRADSTREET HLDGS INC   2024-07-24 2025-03-12
15. DUN AND BRADSTREET HLDGS INC   2024-07-25 2025-03-12
12. DUN AND BRADSTREET HLDGS INC   2024-07-30 2025-03-12
20. DUN AND BRADSTREET HLDGS INC   2024-07-29 2025-03-12
11. DUN AND BRADSTREET HLDGS INC   2024-07-26 2025-03-12
4. FID NATIONAL FINL INC FNF GROU   2023-09-12 2025-03-12
8. FID NATIONAL FINL INC FNF GROU   2023-06-07 2025-03-12
2. DISCOVER FINL SVCS   2024-08-30 2025-03-18
1. DISCOVER FINL SVCS   2024-09-03 2025-03-18
1. DISCOVER FINL SVCS   2024-09-03 2025-03-18
4. DISCOVER FINL SVCS   2024-09-03 2025-03-18
17. ALPHABET INC SHS CL A   2015-10-09 2025-03-20
8. REDDIT INC REG SHS-A- CL A   2024-12-19 2025-03-20
10. REDDIT INC REG SHS-A- CL A   2025-01-08 2025-03-20
7. REDDIT INC REG SHS-A- CL A   2024-11-27 2025-03-20
4. REDDIT INC REG SHS-A- CL A   2024-11-29 2025-03-20
3. REDDIT INC REG SHS-A- CL A   2024-12-18 2025-03-20
9. SANDISK CORP   2025-01-08 2025-03-20
9. SANDISK CORP   2025-02-10 2025-03-20
6. TENET HEALTHCARE CORP COM NEW   2023-02-06 2025-03-20
5. UNION PACIFIC CORP   2025-02-11 2025-03-20
8. UNION PACIFIC CORP   2025-02-10 2025-03-20
5. TENET HEALTHCARE CORP COM NEW   2023-02-08 2025-03-21
1. TENET HEALTHCARE CORP COM NEW   2023-03-17 2025-03-21
2. TENET HEALTHCARE CORP COM NEW   2023-02-06 2025-03-21
8. TENET HEALTHCARE CORP COM NEW   2023-02-09 2025-03-21
4. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-06-29 2025-04-07
8. TENET HEALTHCARE CORP COM NEW   2023-03-17 2025-04-08
1. TENET HEALTHCARE CORP COM NEW   2023-09-12 2025-04-09
3. TENET HEALTHCARE CORP COM NEW   2023-03-20 2025-04-09
6. HONEYWELL INTERNATIONAL INC   2024-10-28 2025-04-15
1. HONEYWELL INTERNATIONAL INC   2024-10-23 2025-04-15
33. MARVELL TECH INC   2024-05-02 2025-04-15
6. MARVELL TECH INC   2023-12-07 2025-04-15
1. MARVELL TECH INC   2024-06-28 2025-04-15
2. ZEBRA TECHNOLOGIES CORP CL A   2023-11-28 2025-04-15
1. HONEYWELL INTERNATIONAL INC   2024-10-28 2025-04-16
2. ZEBRA TECHNOLOGIES CORP CL A   2023-11-28 2025-04-16
3. ZEBRA TECHNOLOGIES CORP CL A   2023-11-29 2025-04-16
17. SONY GROUP CORP   2023-12-07 2025-04-28
40. SONY GROUP CORP   2023-11-28 2025-04-28
2. SONY GROUP CORP   2023-09-12 2025-04-28
5. SONY GROUP CORP   2023-11-29 2025-04-28
12. MARVELL TECH INC   2024-06-28 2025-05-06
2. SANOFI ADR   2022-10-24 2025-05-06
3. SONY GROUP CORP   2023-12-07 2025-05-06
8. SONY GROUP CORP   2023-12-08 2025-05-06
8. LUMH MOET HENNESSY LOUIS VUITTON   2024-12-19 2025-05-07
3. MARVELL TECH INC   2024-07-12 2025-05-07
1. MARVELL TECH INC   2024-06-28 2025-05-07
1. SANOFI ADR   2022-10-24 2025-05-07
18. SANOFI ADR   2023-11-01 2025-05-07
8. SANOFI ADR   2023-09-12 2025-05-07
6. SANOFI ADR   2022-11-29 2025-05-07
13. SONY GROUP CORP   2024-08-16 2025-05-07
12. SONY GROUP CORP   2023-12-08 2025-05-07
5. RTX CORP CORP   2024-02-05 2025-05-14
2. UNITEDHEALTH GROUP INC   2020-11-03 2025-05-14
1. UNITEDHEALTH GROUP INC   2023-09-12 2025-05-14
1. UNITEDHEALTH GROUP INC   2022-10-24 2025-05-14
1. UNITEDHEALTH GROUP INC   2022-11-29 2025-05-14
10. RTX CORP CORP   2024-02-05 2025-05-15
2. APPLOVIN CORP COM   2025-03-20 2025-05-20
12. MARVELL TECH INC   2024-07-12 2025-05-20
15. MARVELL TECH INC   2024-08-16 2025-05-20
10000. GRAND RIVER DAM AUTH OKLA REV REF REV BDS A   2018-06-28 2025-06-02
3. APPLOVIN CORP COM   2025-03-20 2025-06-05
2. SPOTIFY TECH S.A. REG SHS   2025-02-10 2025-06-09
6. LUMH MOET HENNESSY LOUIS VUITTON   2024-12-19 2025-06-10
5. LUMH MOET HENNESSY LOUIS VUITTON   2025-01-08 2025-06-10
7. LUMH MOET HENNESSY LOUIS VUITTON   2025-01-10 2025-06-10
13. LUMH MOET HENNESSY LOUIS VUITTON   2025-02-10 2025-06-10
1. CAPITAL ONE FINANCIAL CORPORATION   2025-06-12 2025-06-12
4. TENET HEALTHCARE CORP COM NEW   2025-02-10 2025-06-18
1. TENET HEALTHCARE CORP COM NEW   2023-09-12 2025-06-18
3. TENET HEALTHCARE CORP COM NEW   2025-02-10 2025-06-20
6. TENET HEALTHCARE CORP COM NEW   2025-02-11 2025-06-20
8. ADVANCED MICRO DEVICES   2023-06-12 2025-07-07
8.1536 CAPITAL ONE FINANCIAL CORPORATION   2024-09-04 2025-07-07
.8464 CAPITAL ONE FINANCIAL CORPORATION   2024-09-03 2025-07-07
5. HOWMET AEROSPACE INC ISSUED   2024-12-18 2025-07-07
2. HOWMET AEROSPACE INC ISSUED   2024-12-19 2025-07-07
1. SPOTIFY TECH S.A. REG SHS   2025-02-10 2025-07-07
13. FID NATIONAL FINL INC FNF GROU   2025-07-07 2025-07-10
12. FID NATIONAL FINL INC FNF GROU   2025-07-08 2025-07-11
13. FID NATIONAL FINL INC FNF GROU   2025-07-08 2025-07-11
11. FID NATIONAL FINL INC FNF GROU   2025-07-07 2025-07-11
1. ADVANCED MICRO DEVICES   2023-09-12 2025-07-22
6. ADVANCED MICRO DEVICES   2023-11-28 2025-07-22
6. ADVANCED MICRO DEVICES   2024-08-16 2025-07-22
15. ADVANCED MICRO DEVICES   2023-06-12 2025-07-22
7. ADVANCED MICRO DEVICES   2023-07-11 2025-07-22
11. CIENA CORP   2022-09-27 2025-07-22
2. SONY GROUP CORP   2024-08-16 2025-07-22
15. SONY GROUP CORP   2024-08-20 2025-07-22
45. SONY GROUP CORP   2024-08-20 2025-07-23
.875 CHEVRON CORP   2024-11-27 2025-07-30
8. CONOCOPHILLIPS   2023-05-10 2025-07-30
2. CONOCOPHILLIPS   2023-09-12 2025-07-30
9. CONOCOPHILLIPS   2021-09-15 2025-07-30
8. HOWMET AEROSPACE INC ISSUED   2024-12-19 2025-07-30
9. SHELL PLC   2023-07-24 2025-07-30
4. SHELL PLC   2023-09-12 2025-07-30
16. SHELL PLC   2023-07-21 2025-07-30
3. AIR PRODUCTS & CHEMICALS INC   2024-05-23 2025-09-15
1. ALPHABET INC SHS CL A   2015-10-09 2025-09-15
4. ALPHABET INC SHS CL A   2017-05-05 2025-09-15
10. AMAZON COM INC   2021-02-05 2025-09-15
1. ELEVANCE HEALTH INC   2020-05-13 2025-09-15
4. APPLE INC   2017-05-05 2025-09-15
2. APPLOVIN CORP COM   2025-03-20 2025-09-15
8. BOSTON SCIENTIFIC CORPORATION   2025-01-27 2025-09-15
4. BROADCOM INC   2024-10-17 2025-09-15
6. CARDINAL HEALTH INCORPORATED   2024-04-29 2025-09-15
1. CARDINAL HEALTH INCORPORATED   2024-04-30 2025-09-15
4. CHEVRON CORP   2024-11-27 2025-09-15
3. CIENA CORP   2022-09-27 2025-09-15
7. CIENA CORP   2022-10-03 2025-09-15
2. CIENA CORP   2022-09-28 2025-09-15
2. META PLATFORMS INC CLASS A COMMON STOCK   2022-10-24 2025-09-15
1. META PLATFORMS INC CLASS A COMMON STOCK   2020-04-13 2025-09-15
10. HASBRO INC 00   2025-06-09 2025-09-15
1. HOWMET AEROSPACE INC ISSUED   2024-12-19 2025-09-15
3. HOWMET AEROSPACE INC ISSUED   2025-01-08 2025-09-15
1. HUMANA INC   2022-05-12 2025-09-15
2. INTERCONTINENTAL EXCHANGE INC   2021-01-26 2025-09-15
3. INTERCONTINENTAL EXCHANGE INC   2020-12-09 2025-09-15
1. INTUIT INC   2025-07-22 2025-09-15
1. J P MORGAN CHASE & CO COM   2017-05-05 2025-09-15
1. ELI LILLY CO   2024-12-18 2025-09-15
6. MICROSOFT CORPORATION   2017-05-05 2025-09-15
6. MICRON TECHNOLOGY INC   2023-11-28 2025-09-15
6. MR COOPER GROUP INC   2025-03-03 2025-09-15
10. NVIDIA CORP 00   2024-02-08 2025-09-15
2. S&P GLOBAL INC   2024-11-27 2025-09-15
10. SS AND C TECHNOLOGIES HOLDINGS INC   2024-11-18 2025-09-15
1. SYNOPSYS INC   2025-07-22 2025-09-15
1. TKO GROUP HOLDINGS INC   2021-08-06 2025-09-15
3. TKO GROUP HOLDINGS INC   2021-08-09 2025-09-15
2. VISA INC CL A SHRS   2024-12-18 2025-09-15
2. VISA INC CL A SHRS   2024-12-19 2025-09-15
6. WELLS FARGO COMPANY   2025-01-08 2025-09-15
7. WESTERN DIGITAL CORP COM   2025-01-08 2025-09-15
8. JOHNSON CONTROLS INTER   2024-12-18 2025-09-15
1. SPOTIFY TECH S.A. REG SHS   2025-02-10 2025-09-15
1. APPLOVIN CORP COM   2025-03-20 2025-09-16
3. BROADCOM INC   2024-10-17 2025-09-16
3. CIENA CORP   2022-10-24 2025-09-16
8. CIENA CORP   2022-10-03 2025-09-16
4. MICRON TECHNOLOGY INC   2023-11-28 2025-09-16
5. MICRON TECHNOLOGY INC   2023-12-07 2025-09-16
1. APPLOVIN CORP COM   2025-03-20 2025-09-30
2. CIENA CORP   2022-10-24 2025-09-30
3. APPLOVIN CORP COM   2025-03-20 2025-10-01
5. CIENA CORP   2022-10-24 2025-10-01
10000. WASHINGTON ST VAR PURP GO BDS SER C   2016-04-11 2025-10-07
3. CIENA CORP   2022-11-29 2025-10-16
2. CIENA CORP   2023-04-11 2025-10-16
5. MICRON TECHNOLOGY INC   2023-12-07 2025-10-16
1. MICRON TECHNOLOGY INC   2025-03-20 2025-10-16
2. CIENA CORP   2023-04-11 2025-10-17
5. CIENA CORP   2023-09-12 2025-10-27
1. CIENA CORP   2024-05-23 2025-10-27
22. ROCKET COMPANIES INC   2025-03-04 2025-10-27
33. ROCKET COMPANIES INC   2025-03-03 2025-10-27
3. SYNOPSYS INC   2025-07-30 2025-10-27
6. SYNOPSYS INC   2025-07-22 2025-10-27
1. SYNOPSYS INC   2025-07-30 2025-10-28
1. S&P GLOBAL INC   2024-12-02 2025-11-10
3. S&P GLOBAL INC   2024-11-29 2025-11-10
6. SS AND C TECHNOLOGIES HOLDINGS INC   2024-11-19 2025-11-10
3. SS AND C TECHNOLOGIES HOLDINGS INC   2024-11-21 2025-11-10
5. SS AND C TECHNOLOGIES HOLDINGS INC   2024-11-20 2025-11-10
11. JOHNSON CONTROLS INTER   2024-12-19 2025-11-10
3. SS AND C TECHNOLOGIES HOLDINGS INC   2024-11-21 2025-11-11
6. CARDINAL HEALTH INCORPORATED   2024-04-30 2025-11-14
5. CIENA CORP   2024-05-23 2025-11-14
3. BROADCOM INC   2024-10-17 2025-11-25
3. BROADCOM INC   2024-10-23 2025-11-25
4. CIENA CORP   2024-05-24 2025-11-25
1. CIENA CORP   2024-05-23 2025-11-25
3. MICROSOFT CORPORATION   2017-05-05 2025-11-25
1. BROADCOM INC   2024-10-28 2025-12-02
8. BROADCOM INC   2024-10-23 2025-12-02
4. WESTERN DIGITAL CORP COM   2025-01-08 2025-12-02
18. BOSTON SCIENTIFIC CORPORATION   2025-02-10 2025-12-09
10. BOSTON SCIENTIFIC CORPORATION   2025-02-11 2025-12-09
8. BOSTON SCIENTIFIC CORPORATION   2025-01-27 2025-12-09
23. BOSTON SCIENTIFIC CORPORATION   2025-01-28 2025-12-09
2. MICROSOFT CORPORATION   2017-05-05 2025-12-09
4. MICRON TECHNOLOGY INC   2025-03-20 2025-12-09
55. ROCKET COMPANIES INC   2025-03-04 2025-12-09
50. ROCKET COMPANIES INC   2025-03-05 2025-12-09
34. BOSTON SCIENTIFIC CORPORATION   2025-03-10 2025-12-16
6. BOSTON SCIENTIFIC CORPORATION   2025-02-11 2025-12-16
(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 1,805   727 1,078
b 1,805   707 1,098
c 303   244 59
d 984   704 280
e 151   119 32
303   227 76
76   59 17
546   559 -13
619   595 24
146   138 8
328   281 47
854   417 437
341   188 153
455   216 239
1,299   1,387 -88
1,409   1,136 273
1,867   1,806 61
306   316 -10
306   260 46
382   312 70
612   570 42
382   360 22
4,839   1,736 3,103
698   360 338
931   413 518
798   583 215
1,098   828 270
364   323 41
1,001   826 175
91   70 21
1,727   1,289 438
461   368 93
492   536 -44
344   376 -32
688   687 1
1,104   843 261
415   357 58
311   265 46
332   283 49
541   496 45
1,110   1,239 -129
171   142 29
1,024   856 168
171   142 29
196   191 5
343   338 5
139   96 43
139   94 45
279   211 68
613   518 95
1,103   956 147
306   273 33
184   164 20
204   173 31
171   144 27
685   570 115
171   138 33
941   1,036 -95
471   602 -131
235   260 -25
353   384 -31
798   554 244
799   552 247
567   412 155
946   510 436
567   287 280
3,437   554 2,883
917   1,117 -200
1,324   1,683 -359
407   516 -109
609   424 185
870   591 279
450   585 -135
381   475 -94
346   434 -88
173   176 -3
311   281 30
125   54 71
873   607 266
1,165   1,319 -154
210   247 -37
231   164 67
58   41 17
1,662   1,648 14
1,870   1,917 -47
592   593 -1
1,035   1,017 18
1,035   1,033 2
507   583 -76
1,014   690 324
169   122 47
507   320 187
384   280 104
384   293 91
576   406 170
605   340 265
403   242 161
202   123 79
1,521   1,431 90
53   48 5
374   389 -15
382   310 72
1,649   1,752 -103
2,198   1,984 214
359   255 104
717   450 267
359   233 126
315   253 62
189   197 -8
315   217 98
693   699 -6
540   609 -69
186   230 -44
33   39 -6
229   165 64
286   205 81
192   153 39
192   165 27
196   123 73
134   126 8
134   124 10
214   222 -8
156   116 40
559   413 146
89   73 16
171   216 -45
283   208 75
226   172 54
57   41 16
283   222 61
174   132 42
32   34 -2
192   243 -51
85   92 -7
114   85 29
114   86 28
343   192 151
1,949   2,151 -202
1,253   1,378 -125
16   15 1
735   549 186
551   410 141
731   589 142
365   274 91
341   242 99
427   354 73
939   762 177
85   61 24
183   103 80
92   51 41
458   296 162
366   208 158
183   106 77
163   217 -54
311   167 144
125   64 61
217   213 4
434   430 4
1,084   1,111 -27
2,920   3,239 -319
1,168   1,332 -164
1,391   1,918 -527
428   566 -138
373   246 127
560   353 207
594   409 185
238   222 16
416   392 24
594   557 37
55   69 -14
605   547 58
605   525 80
73   73  
1,909   1,876 33
528   477 51
1,055   1,013 42
352   295 57
106   137 -31
277   388 -111
106   135 -29
744   425 319
124   72 52
186   100 86
310   172 138
186   143 43
558   353 205
558   421 137
186   141 45
552   692 -140
526   477 49
80   104 -24
120   158 -38
96   130 -34
160   215 -55
88   119 -31
248   173 75
495   287 208
311   283 28
155   142 13
155   143 12
621   554 67
2,775   572 2,203
890   1,304 -414
1,112   1,711 -599
779   977 -198
445   571 -126
334   499 -165
506   409 97
506   435 71
762   335 427
1,173   1,230 -57
1,877   1,948 -71
614   271 343
123   55 68
245   112 133
982   451 531
1,962   707 1,255
968   443 525
120   74 46
360   170 190
1,195   1,242 -47
199   222 -23
1,750   2,197 -447
318   310 8
53   71 -18
457   466 -9
197   207 -10
449   466 -17
674   717 -43
426   300 126
1,003   698 305
50   34 16
125   87 38
736   857 -121
106   82 24
76   53 23
202   143 59
881   1,049 -168
164   223 -59
55   71 -16
52   41 11
939   830 109
417   437 -20
313   275 38
325   234 91
300   214 86
655   460 195
619   645 -26
310   476 -166
310   543 -233
310   526 -216
1,327   920 407
736   614 122
726   893 -167
908   1,044 -136
10,000   10,000  
1,231   922 309
1,399   1,273 126
647   787 -140
539   655 -116
755   925 -170
1,402   1,842 -440
32     32
674   557 117
169   74 95
502   418 84
1,004   831 173
1,088   1,025 63
1,778   1,101 677
185   115 70
904   550 354
362   220 142
715   637 78
667   751 -84
621   669 -48
673   810 -137
569   636 -67
151   106 45
907   732 175
907   884 23
2,269   1,922 347
1,059   776 283
930   441 489
48   36 12
361   273 88
1,124   818 306
136   125 11
774   804 -30
194   244 -50
871   532 339
1,532   879 653
645   567 78
287   255 32
1,147   1,005 142
888   787 101
251   34 217
1,006   191 815
2,313   1,677 636
310   266 44
945   148 797
1,171   614 557
819   816 3
1,449   733 716
908   616 292
151   103 48
633   574 59
406   120 286
946   290 656
270   82 188
1,513   251 1,262
757   172 585
784   677 107
188   110 78
565   342 223
272   426 -154
346   225 121
519   328 191
646   764 -118
309   87 222
751   772 -21
3,068   412 2,656
949   452 497
1,354   670 684
1,756   702 1,054
1,093   1,043 50
899   735 164
428   600 -172
211   50 161
632   150 482
683   635 48
683   630 53
489   429 60
719   343 376
860   643 217
698   637 61
594   307 287
1,082   550 532
407   130 277
1,086   332 754
634   301 333
792   368 424
719   307 412
292   86 206
2,122   922 1,200
731   216 515
10,030   10,073 -43
517   129 388
345   101 244
1,008   368 640
202   104 98
342   101 241
915   244 671
183   49 134
386   217 169
579   335 244
1,396   1,936 -540
2,792   3,601 -809
451   645 -194
491   520 -29
1,472   1,571 -99
509   438 71
254   225 29
424   365 59
1,350   875 475
254   225 29
1,240   617 623
966   244 722
1,145   550 595
1,145   533 612
780   197 583
195   49 146
1,430   206 1,224
381   172 209
3,050   1,422 1,628
642   196 446
1,674   1,910 -236
930   1,057 -127
744   816 -72
2,139   2,351 -212
979   137 842
989   416 573
1,038   542 496
943   498 445
3,156   3,216 -60
557   634 -77
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       1,078
b       1,098
c       59
d       280
e       32
      76
      17
      -13
      24
      8
      47
      437
      153
      239
      -88
      273
      61
      -10
      46
      70
      42
      22
      3,103
      338
      518
      215
      270
      41
      175
      21
      438
      93
      -44
      -32
      1
      261
      58
      46
      49
      45
      -129
      29
      168
      29
      5
      5
      43
      45
      68
      95
      147
      33
      20
      31
      27
      115
      33
      -95
      -131
      -25
      -31
      244
      247
      155
      436
      280
      2,883
      -200
      -359
      -109
      185
      279
      -135
      -94
      -88
      -3
      30
      71
      266
      -154
      -37
      67
      17
      14
      -47
      -1
      18
      2
      -76
      324
      47
      187
      104
      91
      170
      265
      161
      79
      90
      5
      -15
      72
      -103
      214
      104
      267
      126
      62
      -8
      98
      -6
      -69
      -44
      -6
      64
      81
      39
      27
      73
      8
      10
      -8
      40
      146
      16
      -45
      75
      54
      16
      61
      42
      -2
      -51
      -7
      29
      28
      151
      -202
      -125
      1
      186
      141
      142
      91
      99
      73
      177
      24
      80
      41
      162
      158
      77
      -54
      144
      61
      4
      4
      -27
      -319
      -164
      -527
      -138
      127
      207
      185
      16
      24
      37
      -14
      58
      80
       
      33
      51
      42
      57
      -31
      -111
      -29
      319
      52
      86
      138
      43
      205
      137
      45
      -140
      49
      -24
      -38
      -34
      -55
      -31
      75
      208
      28
      13
      12
      67
      2,203
      -414
      -599
      -198
      -126
      -165
      97
      71
      427
      -57
      -71
      343
      68
      133
      531
      1,255
      525
      46
      190
      -47
      -23
      -447
      8
      -18
      -9
      -10
      -17
      -43
      126
      305
      16
      38
      -121
      24
      23
      59
      -168
      -59
      -16
      11
      109
      -20
      38
      91
      86
      195
      -26
      -166
      -233
      -216
      407
      122
      -167
      -136
       
      309
      126
      -140
      -116
      -170
      -440
      32
      117
      95
      84
      173
      63
      677
      70
      354
      142
      78
      -84
      -48
      -137
      -67
      45
      175
      23
      347
      283
      489
      12
      88
      306
      11
      -30
      -50
      339
      653
      78
      32
      142
      101
      217
      815
      636
      44
      797
      557
      3
      716
      292
      48
      59
      286
      656
      188
      1,262
      585
      107
      78
      223
      -154
      121
      191
      -118
      222
      -21
      2,656
      497
      684
      1,054
      50
      164
      -172
      161
      482
      48
      53
      60
      376
      217
      61
      287
      532
      277
      754
      333
      424
      412
      206
      1,200
      515
      -43
      388
      244
      640
      98
      241
      671
      134
      169
      244
      -540
      -809
      -194
      -29
      -99
      71
      29
      59
      475
      29
      623
      722
      595
      612
      583
      146
      1,224
      209
      1,628
      446
      -236
      -127
      -72
      -212
      842
      573
      496
      445
      -60
      -77
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 56,478
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 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) 1 764
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........................... 3 764
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 5,531
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
FL
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 1532 AFTPENNINGTONNJ ZIP+408534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
555,065
b
Average of monthly cash balances.......................
1b
29,371
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
584,436
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
584,436
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,767
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
575,669
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
28,783
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
28,783
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (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
28,783
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
28,783
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
28,783
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, line 26, column (d) ..........
1a
35,004
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
35,004
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 28,783
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 791
d From 2023...... 8,733
e From 2024...... 7,254
f Total of lines 3a through e ........ 16,778
4Qualifying distributions for 2025 from Part
XI, line 4: $ 35,004
a Applied to 2024, 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 2025 distributable amount..... 28,783
e Remaining amount distributed out of corpus 6,221
5 Excess distributions carryover applied to 2025. 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 22,999
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		22,999
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 791
c Excess from 2023 .... 8,733
d Excess from 2024 .... 7,254
e Excess from 2025 .... 6,221
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   UNRESTRICTED GENERAL 30,000
Total ................................. 3a 30,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 8,951  
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 56,478  
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) ..   65,429  
13Total. Add line 12, columns (b), (d), and (e)..................
13
65,429
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
BRAUN CHARITABLE TRUST-DIMA
EIN:
65-6450728
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2025 InvestmentsCorpStockSchedule
Name:
BRAUN CHARITABLE TRUST-DIMA
EIN:
65-6450728
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K305 ALPHABET INC SHS 10,089 20,340
34959J108 FORTIVE CORP    
444859102 HUMANA INC 7,059 5,123
594918104 MICROSOFT CORP COM 8,934 25,148
670100205 NOVO NORDISK A/S ADR    
20030N101 COMCAST CORP    
46625H100 J P MORGAN CHASE & C 1,652 4,511
02079K107 ALPHABET INC SHS    
91324P102 UNITEDHEALTH GROUP I    
20825C104 CONOCOPHILLIPS    
037833100 APPLE INC 4,599 11,418
192446102 COGNIZANT TECHNOLOGY    
023135106 AMAZON COM INC 15,273 24,467
759351604 REINSURANCE GROUP OF    
92826C839 VISA INC 14,456 15,431
68902V107 OTIS WORLDWIDE CORP    
171779309 CIENA CORP 4,588 18,476
084670702 BERKSHIRE HATHAWAYIN 1,772 3,016
45866F104 INTERCONTINENTAL EXC 9,311 11,823
80105N105 SANOFI-SYNTHELABO    
26484T106 DUN AND BRADSTREET H    
007903107 ADVANCED MICRO DEVIC 2,843 2,570
31620R303 FIDELITY NATIONAL FI    
573874104 MARVELL TECH INC    
595112103 MICRON TECHNOLOGY 3,607 10,560
780259305 ROYAL DUTCH SHELL PL    
830566105 SKECHERS U S A INC    
835699307 SONY CORP ADR AMERN    
87256C101 TKO GROUP HOLDINGS I 2,200 6,479
88033G407 TENET HEALTHCARE COR    
883556102 THERMO FISHER SCIENT    
989207105 ZEBRA TECHNOLOGIES C    
G5960L103 MEDTRONIC PLC SHS 7,866 7,589
009158106 AIR PRODUCTS & CHEM 7,433 6,670
04626A103 ASTERA LABS INC    
11135F101 BROADCOM INC 6,290 10,383
14149Y108 CARDINAL HEALTH INC 9,616 17,262
22052L104 CORTEVA INC    
22822V101 CROWN CASTLE INC    
254709108 DISCOVER FINL SVCS    
285512109 ELECTRONIC ARTS INC    
036752103 ELEVANCE HEALTH INC 6,842 7,011
532457108 ELI LILLY & CO 4,567 6,448
42809H107 HESS CORP    
438516106 HONEYWELL INTL INC    
443201108 HOWMET AEROSPACE INC 6,398 10,661
461202103 INTUIT INC 5,359 4,637
G51502105 JOHNSON CONTROLS INT 7,839 11,257
48251W104 KKR & CO INC    
502441306 LVMH MOET HENNESSY    
30303M102 META PLATFORMS INC 9,517 19,143
67066G104 NVIDIA 13,615 25,924
75734B100 REDDIT INC    
75513E101 RTX CORP    
78409V104 S&P GLOBAL INC 8,879 9,407
78467J100 SS & C TECHNOLOGIES 8,351 9,092
90353T100 UBER TECHNOLOGIES    
929740108 WABTEC    
03831W108 APPLOVIN CORP COM 4,553 12,129
03073E105 CENCORA INC 1,660 2,027
166764100 CHEVRON CORP 7,517 7,925
418056107 HASBRO INC 9,672 11,070
458140100 INTEL CORP 4,022 3,469
760125104 RENTOKIL INTL SPNSRD 4,797 5,185
77311W101 ROCKET COMPANIES INC 5,764 11,597
833445109 SNOWFLAKE INC 7,447 6,142
L8681T102 SPOTIFY TCH SA RE 7,969 8,130
867224107 SUNCOR ENERGY INC 1,835 2,041
949746101 WELLS FARGO & CO 4,788 6,244
95082P105 WESCO INTERNATIONAL 9,269 9,052
958102105 WSTIN DIGITAL CORP 2,243 7,580

TY 2025 InvestmentsGovtObligationsSch
Name:
BRAUN CHARITABLE TRUST-DIMA
EIN:
65-6450728
US Government Securities - End of Year Book Value:

197,867
US Government Securities - End of Year Fair Market Value:

193,955
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 OtherDecreasesSchedule
Name:
BRAUN CHARITABLE TRUST-DIMA
EIN:
65-6450728
Description Amount
TIMING DIFFERENCE 329


TY 2025 OtherExpensesSchedule
Name:
BRAUN CHARITABLE TRUST-DIMA
EIN:
65-6450728
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 4 4   0


TY 2025 OtherProfessionalFeesSchedule
Name:
BRAUN CHARITABLE TRUST-DIMA
EIN:
65-6450728
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 9,386 5,632   3,754


TY 2025 TaxesSchedule
Name:
BRAUN CHARITABLE TRUST-DIMA
EIN:
65-6450728
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 29 29   0