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1

Fom;990

=P F
Initial return

Return of Private Foundation
or Section 4947( a)(1) Nonexempt Charitable Trust Treated as a Private Foundation
Note . The foundation ma y be able to use a co py of this return to satis fy state re p ortin g req uirements . 2010 . and endina

OMB No 1545-0052

Department of the Treasury
Internal Revenue Serv i ce

20 1 0
. 20

For calendar near 2010 . or tax near beainnina

G Check all that apply
Name of foundation

Initial return of a former public chanty

Final return

H Amended return

Address change

Name change
A Employer identification number

THE BRUNNER FOUNDATION
Number and street (or P 0 box number if mad is not delivered to street address )

20-6768914 Room/suite
B Telephone number ( see page 10 of the instructions)

C/O LARRY LEGRAND 540 MARYVILLE CENTRE DRIVE, City or town , state, and ZIP code
ST. LOUIS, MO 63141

SUITE 105
C D

(636)
If exemption application is pending , check here • .

532-7824
^ . . . . . • ^ ^ D

1 Foreign organizations , check here

2 Foreign organizations meeting the

H Check type of organization I

x

Section 501 ( c ) 3 exempt private foundation
Other taxable p rivate foundation
E

85% t est , heck here and attach computa tion

Section 4947 ( a )( 1 ) nonexem p t charitable trust

Fair market value of all assets at end of year (from Part fl , col (c) , line 16) ^ $ 8,353,253.

x Cash L_J Accrual J Accounting method Other ( specify ) ---------------------u (Part 1, column (d) must be on cash basis ) (a ) Revenue and
expenses per books
600,000

If private foundation status was terminated under section507 (b)(1)(A), check here . ^ El Ifthefoundauonisina60 -month termination under section 507(b )( 1)(B) check here . ^

F

[Analysis Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in
column (a) (see p a ge 11 of the instructions
1 Contributions efts grants , etc, received ( attach schedule)

(b) Net investment income

( c) Adjusted net income

(d ) Disbursements for chartable purposes
( cash basis onl y)

.

2 3

Check III

if the foundation is not required to attach Sch B . . . . . . . . .

Interest on savings and temporary cash investments

4

Dividends and interest from securities

. .

29,333.

29,333.

ATCH

1

S a Gross rents . . . . . . . . . . . . . . . . .
b Net rental income or (loss) w d 6a Net gain or ( loss) from sale of assets not on line 10 -709

, 939.
n
V

Y

b Gross sales pace for all 9,653,706. assets on line 6a 7 Capital gain net income (from Part IV , line 2)

8
9 C'V

Net short-term capital gain
Income modifications

. . . . . . . .
• . . . • • . .

10 a Gross sales less returns and allowances • • • • b Less Cost of goods sold . '"r

c Gross profit or ( loss) (attach schedule) . .
11 12
13

Other income ( attach schedule ) Total . Add lines I throu g h 11

• , , , , , , -80, 606.
• • 0

29,333.

Compensation of officers, directors, trustees, etc

W

Z Z

14 15
N r

Other employee salaries and wages . . . . Pension plans, employee benefits . , . , ,

0
U)

L

16 a Legal fees ( attach schedule) • • , • , b Accounting fees ( attach schedule ) ATCH 2

4, 4 7 3.
17,274.
. .

2,236.
17,274.

0.

2,237

c Other professional fees ( attach schedule) .
17
18

Interest .

. . . . . . . . .

Taxes ( attach schedule ) ( see page 14 of the instructions )*

2,319.
_ -

1, 319.

E 19- Depreciation (attach schedule ) and depletion 20 Occupancy . _ . _ . ._. . . .
21 Travel , conferences , and meetings . • , . ,

22 E 23 24

Printing and publications . . . . . . . . . Other expenses (attach schedule ) . . . . . . Total operating and administrative expenses.

CL
0 25
26

Add lines 13 through 23

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

24,066.
622, 000.

20,829. 20,829.

0. 0.

2,237
622,000

Contributions , gifts, grants paid
Subtract line 26 from line 12

Total exp enses and disbursements . Add lines 24 and 25

6 46,066.
- 7 2 6 , 672.

624,237

27

a Excess of revenue over expenses and disbursements

b Net investment income (if negative , enter -0-)
c Adjusted net income ( if neg ative , enter -0-) . .

8,504. 1 * A'1'C;H 3 SSA ** ATCH 4 Form 990-PF (2010) 21 PAGE 1

For Paperwork Reduction Act Notice , see page 30 of the instructions . 0E14101000 86974J K927 5/18/2011 9:56:51 AM V 10-6.1

Form 990-PF(2010)

20-6768914
Attached schedules and amounts in the d escrip t ion co l umn s h ou ld b e f or en d -o f -year Beginning of year End of year

Pa„a2
( c) Fair Market Value

Ba l ance Sheets
I

amounts only ( See instructions )

( a) Book Value

( b) Book Value

Cash - non-interest- bearing . . . . . . . . . . . . . . . . .

2
3

Savings and temporary cash investments
Accounts receivable ^

........ .

448,575.

560, 308.
--

560, 308
-

----------------------

Less allowance for doubtful accounts ^
4 Pledges receivable ----

------------_ --

-------------------

Less allowance for doubtful accounts
5 Grants receivable . . . . . . . . . . . . . . . . . . . . . .

6 7 u, N
N Q

Receivables due from officers , directors , trustees , and other
disqualified persons (attach schedule ) ( see page 15 of the instructions)

8 9
10 a

Other notes and loans receivable (attach schedule) ^ _ _ _ _ _ ___ ___ Less allowance for doubtful accounts ^ Inventories for sale or use Prepaid expenses and deferred charges . . . . . . . . . . . .
Investments - U S and state government obligations (attach schedule) .

_ _ _.. _

- _ _ ___

b Investments - corporate stock ( attach schedule ) ATCH 5..
c Investments - corporate bonds ( attach schedule) . . . . . . . .
11 Investments - land, buildings, ^

6, 745, 068.
--- -- -

5, 906, 663.
---

7,792, 945
--- -

and equipment basis
Less accumulated depreciation (attach schedule ) ^

----------------- -------------------

12
13
14

Investments - mortgage loans
Land, buildings, and ^

. . . . . . .. . . . . . . . .
. . . . . . . . . . . . . -- ----------------

Investments - other ( attach schedule ) equipment basis

Less accumulated depreciation ^ (attach schedule ) --------------------

15 16

Other assets ( descnbe Total assets (to be

^ -------------------- ) completed by all filers - see the

instructions Also, see page 1, item I)
17 Accounts payable and accrued expenses . . . . . . . . . . .

7,193, 643.

6,466, 971.

8, 353, 253.

18
y 19
20

Grants payable
Deferred revenue

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

Loans from officers, directors, trustees , and other disqualified persons

21 J 22 23

Mortgages and other notes payable ( attach schedule) Other liabilities ( describe ^ ------------------)

Total liabilities (add lines 17 through 22)

0.

Foundations that follow SFAS 117, check here ^ X and complete lines 24 through 26 and lines 30 and 31.

a a)) 24
V

Unrestricted . . . ... ... ... . . . .. ...... ..
Temporarily restricted . . . . . . . . . . . . . . . . . . . .
Permanently restricted . . . . . . . . . . . . . . . . . . . .

7, 193, 643.

6, 466, 971.

r- 25
M 26

LL

0 27
28 i
29

Foundations that do not follow SFAS 117, check here and complete lines 27 through 31. ^ Capital stock , trust principal , or current funds . . . . . . . . .
Paid - in or capital surplus , or land , bldg , and equipment fund
Retained earnings, accumulated income , endowment , or other funds

30

Total net assets

or fund balances ( see page 17

of the

Z
-31

instruction s) , ...• .. . . . ... ... .. .... . . .
Total liabilities and-net - assets/fund - balances ( see page 17

7, 193, 643.
7, 193, 643.

6, 466, 971.
_ 6, 466, 971.

of the instructions )

Anal sis of Chan g es in Net Assets or Fund Balances
I Total net assets or fund balances at beginning of year - Part II, column ( a), line 30 ( must agree with end-of-year figure reported on prior years return ) .. . ........ . ..... ..... . .. 2 Enter amount from Part I , line 27a ...................................... 3 Other increases not included in line 2 ( itemize) ^ ---- --- ------------- ----------------4 Add lines 1 , 2, and 3 _ __ 5 Decreases not included in line 2 ( itemize) ^ 6 Total net assets or fund balances at end of year _Ilne 4 minus line 5 - Part II, column b line 30 1 2 3 4 5 6 7,193,643 -726, 672 6,466, 971 6 ,466,971
Form 990-PF (2010)

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Form 990-PF (2010 )

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Page 3

OEM

Capital Gains and Losses for Tax on Investment Income
acquired P-Purchase D-Donation

la b

(a) List and describe the kind (s) of property sold (e g real estate , 2-story buck warehouse , or common stock, 200 shs MLC Co ) SEE PART IV SCHEDULE

Date ac) ed ( mo day, yr) ui

(d ) Date sold (mo , day, yr)

c
d

e
(e) Gross sales price ( f) Depreciation allowed (or allowable ) (g) Cost or other basis plus expense of sale ( h) Gain or (loss) (e) plus (f) minus (g)

a
b

c
d

e
Complete on ly for assets showin g gain in column ( h ) and owned b the foundation on 12/ 31/69 (1) F M V. as of 12/31/69 U ) Adjusted basis as of 12/ 31/69 ( k) Excess of col (i) over col Q), if any ( I) Gains ( Col (h) gain minus col (k), but not less than -0-) or Losses (from col (h))

a
b

c
d

e
If gain , also enter in Part I, line 7 { If (loss), enter -0- in Part I, line 7 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 pages 13 and 17 of the instructions) If (loss ), enter -0- In Part I , line 8 . 2 Capital gain net income or ( net capital loss) }

2

-709,939.

3

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income I (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period '? If "Yes," the foundation does not qualify under section 4940 (e) Do not complete this part
1 Enter the annrnnriate amount in each column for each year see nape 19 of the instructions hefnre making any entries
Base period years Calendar year ( or tax year beginning in) Adj usted qualifying distributions Net value of nonchantable-use assets ( di Distri b ution by (b) divided r atio b) ded y col (c))

u Yes 0 No

(col

2009

503,123.

5,415,748.

0.092900

2008
2007 2006

359,003.
321,775. 201,597.

6,184,337.
6,927,364. 4,689,451.

0.058050
0.046450 0.042989

2005 2 3

0.

2,955,000. 2 3 4 5 6 7 8

0.000000 0.240389 0.04 8078 7, 060, 799. 339,469. 85. 339,554. 624,237.

Total of line 1 , column (d) Average distribution ratio for the 5-year base period - divide the total on line 2 by 5 , or by the number - of years the foundation has been in existence if less than 5-years . .. .. . ... Enter the net value of noncharltable-use assets for 2010 from Part X, line 5 Multiply line 4 by line 3 .. ... .. . .......... ... . .. .. . ........ . ..

4 5 6 7 8

Enter 1 % of net investment income ( 1% of Part I , line 27b ) ................ . ... Add lines 5 and 6 Enter qualifying distributions from Part XII, line 4

If line 8 is equal to or greater than line 7 . check the box in Part VI. line 1b . and complete that Dart usina a 1% tax rate See the Part VI instructions on page 18 JSA 0E14301 000 86974J K927 5/18/2011 9:56:51 AM V 10-6.1 Form 990-PF (2010) PAGE 3

4

d

990-RF

20-6768914
Excise Tax Based on Investment Income ( Section 4940 ( a), 4940 ( b), 4940 (e), or 4948 - see page 18 of the instructions)
check here ^ and enter "N/A" on line 1

4

FUTM
1a

Exempt operating foundations described in section 4940 (d)(2),

Date of ruling or determination letter ^ u X

- - - - - - - - - - - - ( attach copy of ruling letter if necessary - see instructions)

b Domestic foundations that meet the section 4940(e)
here and enter 1 % of Part I, line 27b

requirements in Part V, check Exempt foreign organizations enter 4% of
.

1

85.

c All other domestic foundations enter 2% of line 27b 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 4
5

Add lines l and 2 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
Tax based on investment income . Subtract line 4 from line 3 If zero or less, enter -0.

, , ,

3 4
5

85. 0.
85.

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

6

Credits/Payments a 2010 estimated tax payments and 2009 overpayment credited to 2010
b Exempt foreign organizations-tax withheld at source , , , , , , , , , , , ,

6a
6b

1,383.

0. 0. 6c c Tax paid with application for extension of time to file (Form 8868) , , , , , , , 6d d Backup withholding erroneously withheld 7 Total credits and payments Add lines 6a through 6d . . . . . . . . . . . . . . . . . . . . . . . . . Enter any penalty for underpayment of estimated tax Check here u if Form 2220 is attached . . . . . . . 8
9 10 11 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed , , , 120. Refunded ^ " Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid Enter the amount of line 10 to be Credited to 2011 estimated tax ^

7
9 10 11

1,383.

1,298. 1,178.

Statements Regarding Activities
la During the tax year , did the foundation attempt to influence any national , state, or local legislation or did it participate or intervene in any political campaign? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of the instructions for definition )? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities
Did the foundation file Form 1120 - POL for this year? (1) On the foundation , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ( 2) On foundation managers Enter the amount ( if any) of tax on political expenditures (section 4955 ) imposed dunng the year ^$ ^ $ 1a X

lb

X

c d

1c-

X

e 2
3

Enter the reimbursement (if any) paid by the foundation dunng the year for political expenditure tax imposed on foundation managers ^ $ Has the foundation engaged in any activities that have not previously been reported to the IRS? , , , , , , , , , , , , , , , , If "Yes," attach a detailed descnption of the activities
Has the foundation made any changes , not previously reported to the IRS , in its govemmg instrument, articles of incorporation , or bylaws , or other similar instruments? If "Yes," attach a conformed copy of the changes , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

2

X

4a b 5

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

X X X

If "Yes," has it filed a tax return on Form 990 -T for this year? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , Was there a liquidation , termination, dissolution , or substantial contraction during the year? 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: • By language in the governing instrument, or • By state legislation that effectively amends the governing instrument so that no mandatory directions that

7
8a

conflict with the state law remain in the governing instrument? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , Did the foundation have at least $5,000 in assets at any time during the year? If 'Yes," complete Part /l, col (c), and ParXV
Enter the states to which the foundation reports or with which it is registered (see -page 19 of -theinstructions ) ^ MO,

X X

-------------------------------------------------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 . . . . . . . . . . . . . . . . . . 9 Is the foundation 4942 0)( 5) claiming status as a private operating foundation within the meaning of section 49420)(3) or

X

for calendar year 2010

or the taxable year beginning

in 2010

( see instructions

for Part XIV on page

27)? If "Yes, " complete Part XIV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

X

10

Did any persons become substantial names and addresses

contributors

during the tax year? If "Yes," attach a schedule listing their
10 X Form 990-PF (2010)

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orrn 990- P,F (2010 )

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MRNM Statements Re g ardin g Activities (continued)
11' At any time during the year , did the foundation , directly or indirectly , own a controlled entity within the

12
13

meaning of section 512 (b)(13)? If "Yes," attach schedule (see page 20 of the instructions) . .. . . . . . . . . . . . . ... Did the foundation acquire a direct or indirect interest in any applicable insurance contract before
August 17 , 2008? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the foundation comply wi th the public inspection requirements for its annual returns and exemption application? Websiteaddress . . . . .

11
12 13 X

X
X

01 -----N/A--------------------------------------------------------------------

14
15

The books are in care of Located at

LEGRAND 636-532-7824 - ----------------------------- Telephone no ^ ----------------------SUITE 105 ST. LOUIS, -MO--- ZIP +4 ^ 63141-------Form 1041 - Check here . . . . . . . . ^ 15 . . . . . . . . . . . .. . . . . . . . . . .

Section 4947 (a)(1) nonexempt charitable trusts filing Form 990- PF in lieu of

and enter the amount of tax-exempt interest received or accrued during the year

16

At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over a bank , securities , or other financial account in a foreign country? . . . . . . . . . . . . . . . . . . . . . . . . . . See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22 1 If "Yes," enter the name of the forei g n country

Yes 16

No X

W&PRET Statements Re g ardin g Activities for Which Form 4720 May Be Re q uired
File Form 4720 if any item is checked in the "Yes" column , unless an exception applies. I a 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? . . . . . . . . El Yes Yes Yes Yes u Yes u No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (3) Furnish goods, services , or facilities to ( or accept them from ) a disqualified person? (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? . . . . . . . . . . . . . . X X X No No 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) ? . . . . . . . . . . . . . . . . . . . . . . . . . . . (6) Agree to pay money or property to a government official? ( Exception . Check " No" if the X No

foundation

agreed to make a grant to or to employ the official

for a period

after
u Yes X No

termination of government service, if terminating within 90 days ) . . . . . . . . . . . . . . . .

b If any answer is "Yes" to la(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 page 22 of the instructions )? Organizations relying on a current notice regarding disaster assistance check here • • • • ^ • • • •

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

c Did the foundation engage in a prior year in any of the acts described in la, other were not corrected before the first day of the tax year beginning in 2010? . . . . . . . . . . . 2 Taxes on failure to distribute income (section 4942) (does not apply for years the operating foundation defined in section 4942 0)(3) or 4942(j)(5)) a At the end of tax year 2010 , did the foundation have any undistributed income ( lines 6d and 6e, Part XIII ) for tax year( s) beginning before 2010? . . . . . . . . . . . . . . . . . . . . . .
If"Yes," list the years

than excepted acts, that .. . . . . . . . . . . . . . . foundation was a private X

.

1:1 Yes

X

No

^ - - - - - - - - - - ---------- --------- --------b Are there any years listed in 2a for which the foundation is not applying the provisions of section (relating to incorrect valuation of assets ) to the year' s undistributed income? ( If applying section

4942(a)(2) to

4942 ( a)(2)

all years listed , answer "No " and attach statement - see page 22 of the instructions ) . . . . . . . . . . . . . . . . . . . . . . c If the provisions of section 4942 ( a)(2) are being applied to any of the years listed in 2a, list the years here u X No or

3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If "Yes," did disqualified it have excess business holdings persons after May 26 , 1969 , in 2010 as a result of ( 1) El Yes

any purchase by the foundation approved

( 2) the lapse of the 5-year period _(or longer period to dispose of holdings holding period? (Use acquired Schedule by gift or bequest,

by the --

Commissioner under section the 10-, 15-, or 20-year

4943 ( c)(7)) first phase

or (3) the lapse of if the

C, -Form

4720, -to- determine

foundation had excess business holdings in 2010 )

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

, , , , , , , 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

X

I4bI I X Form 990-PF (2010)

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990-PF(2010)
56

20-6768914 Statements Regarding Activities for Which Form 4720 May Be Required (continued)
. . . . . . u Y es a No

Page6

During the year did the foundation pay or incur any amount to* (1) Carry on propaganda , or otherwise attempt to influence legislation ( section 4945 ( e)) 7 (2) Influence the outcome of any specific public election ( see section 4955), or to carry on,

directly or indirectly , any voter registration drives
(3) Provide a grant to an individual for travel, study, or other similar purposes? . . . . . . . . . . .

0 Yes
Yes

X No
X No

(4) Provide a grant to an organization other than a chantable , etc , organization described in section 509(a)(1), (2), or (3), or section 4940 (d)(2)7 (see page 22 of the instructions) . . . . . . . (5) Provide for any purpose other than religious , charitable , scientific, literary , or educational
purposes, or for the prevention of cruelty to children or animals? . . . . . . . . . . . . . . . . .

u Yes
u Yes

a No
a 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 page 22 of the in structions ) ? Organizations relying on a current notice regarding disaster assistance check here . . . . . . . . . . . . . . . ^ u c 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) u Yes

.. .

5b

u No

6a Did the foundation , during the year , receive any funds, directly or indirectly , to pay premiums Q No on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . u Y es b Did the foundation , during the year , pay premiums , directly or indirectly , on a personal benefit contract? , , , , , , , , .
if "Yes" to 6b, file Form 8870 7a b 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 p roceeds or have an y net income attributable to the transactions u Yes u No X .

6b

X

7b

X

Information About Officers , Directors, Trustees , Foundation Managers , Highly Pa id Employees,

and Contractors
I List all officers, directors , trustees, foundation mana gers and their compensation ( see pa g e 22 of the instructions ) .
(a) Name and address and average (b) hours per week devoted to Position ((c) Compensation f not paid , enter -0(d) Contnbut ons to employee benefit plans and deferred com nsabon (e) Expense account, other allowances

------------------------------------ATTACHMENT 6

0.

0.

0

-------------------------------------------------------------------------

------------------------------------2 Compensation of five highest-paid employees (other than those included on line I -seepage 23 of the instructions). If none. enter "NONE."
(a) Name and address of each employee paid more than $50,000 Title, and avers ga (b) hours per week devoted to position (c) Compensation (d) Contributions to employee benefit plans and deferred com p ensation (e) Expense account, other allowances

------------------------------------NONE

------------------------------------------------------------------------------------------------------------------------------------------------- -

Total number of other employees paid over $50,000

:^
Form 990-PF (2010)

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Form 990- PF (2010 )

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Information About Officers , Directors, Trustees , Foundation Managers , Highly Paid Employees, and Contractors (continued)
3 t-we nt nest- ala inde p endent contractors Tor p rotessionai services
(a) Name and address of each person paid more than $50,000

see p a c e zs of the instructions). IT none , enter --NUtvt.(b) Type of service ( c) Compensation

--------------------------------------------------------NONE

------------------------------------------------------------------------------------------------------------------------------------------------------------------------- - - - - - - - - - - - - - - - - - - - -- -- -- - --------- -- - - - - - - ------------

Total number of others receivin g over $50,000 for p rofessional services

. ^

NONE

Summary of Direct Charitable Activities
List the foundation 's four largest direct chantable activities dunng the tax year Include relevant statistical information such as the number of organizations and other beneficianes served , conferences convened, research papers produced, etc Expenses

I

N/A -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

2

3

4 ---------------------------------------------------------------------------

Summary of Prnaram -Related Investments (see nane 24 of the instructions)
Descnbe the two largest program - related investments made by the foundation during the tax year on lines 1 and 2 Amount

1

NONE ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

2

All other program-related investments See page 24 of the instructions 3 NONE -----------------------------------------------------------------------------------------------------------------------------------------------------

Total . Add lines 1 throu g h 3

^ Form 990-PF (2010)

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Form 990-PF (2010)

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Page 8

Minimum investment Return (All domestic foundations must complete this part. Foreign foundations, see page 24 of the instructions.)
1 a b c d e 2 3 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc , purposesAverage monthly fair market value of securities .. . . . Average of monthly cash balances Fair market value of all other assets (see page 25 of the instructions) . . .. . .... . .... . .. Total (add lines 1a, b, and c) . . ....... . .. . . .. Reduction claimed for blockage or other factors reported on lines la and 1c (attach detailed explanation) Acquisition indebtedness applicable to line 1 assets Subtract line 2 from line ld .. .. . .* le ............................ ..... ... .. . .. . ....... 2 0.

Ia
lb 1 1d

6, 663,883.
504, 441. 0. 7,168,324.

.

3

7,168,324. 107, 525. 7,060,799. 353,040.

4 5 6

I
2a

Cash deemed held for charitab actleivities Enter 1 1/2 % of line3 (fo r grea.ter .amo. unt,s ee pge 25 of a the instructions) . . . . .. 4 ... .. ..... ...... . ........ . Net value of noncharitable - use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 Minimum investment return . Enter 5% of line 5 6 Distributable Amount (see page 25 of the instructions) (Section 49420)(3) and 0)(5) private operating foundations and certain foreign organizations check here ^ and do not complete this part ) 1 Minimum investment return from Part X, line 6 .. ..... .... . . .. ... . . . . .. . . ...
2a 85. Tax on investment income for 2010 from Part VI, line 5 2b b Income tax for 2010 (This does not include the tax from Part VI.) c Add lines 2a and 2b .............................................

353, 040.

3 4 5 6
7

Distributable amount before adjustments Subtract line 2c from line 1 . ...... . . . . . . . . Recoveries of amounts treated as qualifying distributions , , ,, , , , , , ,,,,, , , , , , , , , , Add lines 3 and 4 .............................................. Deduction from distributable amount (see page 25 of the instructions) ..
Distributable amount as adjusted line 1 Subtract line 6 from line 5 Enter here and on Part XIII,

2c 3 4 5 6
7

85. 352, 955. 352, 955.

352, 955.

Qualifying Distributions(see page 25 of the instructions)
I a b Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes Expenses, contributions, gifts, etc -total from Part I, column (d), line 26 .. .. . .. ..... . . . Program-related investments - total from Part IX-B ...................... Ia lb 624,237. 0.

2
3 a b
4

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 la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 , . .

.

2 3a
3b
4

0. 0.
0.
624,237.

5 6

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1 % of Part I, line 27b (see page 26 of the instructions) . . . ... . . . . . . ...... . . 5 85. Adjusted qualifying distributions . Subtract line 5 from line 4 . .... . . . . . . ....... . .... 6 624,152. Note : The amount on line 6 will be used in Part V, column (b), in subsequent years when calculatin g whether the foundation qua lifi es fo r the sectio n 4 940(e) reduction of tax in th ose yea rs Form 990-PF (2010)

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Form 990- PF (2010 )

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Page 9

Undistributed Income ( see page 26 of the instructions)
( a) (b) (c) (d)

1
2

Distributable
Undistributed

amount for 2010

from Part XI,

Corpus

Years prior to 2009

2009

2010

line? ,,,,,,,,,,,,,,,,,,,,,
income, if any , as of the end of 2010

352,955.

a Enter amount for 2009 only 3

, , , , , , , . ,

b Total for prior years 20 0 8 , 20 07 .20 06
Excess distributions carryover , if any, to 2010 From 2005 From 2006 From 2007 4, 679. From 2008 234, 690. e From 2009 f Total of lines 3a through e , , , , , . . . . . 4 Qualifying distributions for 2010 from Part XII, 624, 237. line4 ^ $ a b c d
a
b

239, 369.

Applied to 2009 , but not more than line 2a

, , ,

Applied to undistributed income of prior years ( Election

required - see page 26 of the instructions )

. . . . . .

c Treated as distributions out of corpus (Election required - see page 26 of the instructions) . , , , d Applied to 2010 distributable amount . . . . e Remaining amount distributed out of corpus . .
5 Excess distributions carryover applied to 2010 ,

352,955. 271, 282

(If an amount appears in column (d), the same
amount must be shown in column (a) )

6

Enter the net total of each column as indicated below: a Corpus Add lines 3f, 4c, and 4e Subtract line 5 b Prior years' undistributed income Subtract
line 4b from line 2b

510, 651.

c Enter the amount of pnor 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 page 27 of the instructions e Undistributed income for 2009 Subtract line
4a from line 2a Taxable amount - see page 27 of the instructions . . . . . . . . . . . . .

f

Undistributed

income for 2010

Subtract lines

7

4d and 5 from line 1 This amount must be distributed in 2011 Amounts treated as distributions out of corpus

8

to satisfy requirements imposed by section 170(b)( 1)(F) or 4942 (g)(3) (see page 27 of the instructions ) . . .. . . . Excess distributions carryover from 2005 not
applied on line 5 or line 7 (see page 27 of the

9
10

instructions ) . . . . . . . . . . . . . . . . . . Excess distributions carryover to 2011. Subtract lines 7 and 8 from line 6a
Analysis of line 9

510,651.
.

a Excess from b Excess from c Excess from d Excess from e Excess from

2006 , , , 2007 , , , 2008 2009 .,, 2010 4, 679 . 234,690. 271,282. Form 990-PF (2010)

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9

Form 990 -PE (2010) 20-6768914 Page 10 100.1M. Private O peratin g Foundations see p a g e 27 of the instructions and Part VII-A, q uestion 9 ) NOT APPLICABLE la - If the foundation has received a ruling or determination letter that it is a private operating foundation , and the ruling is effective for 2010, enter the date of the ruling . . . . . . . . . . ^ b Check box to indicate whether the foundation is a private operating foundation described in section 49420)(3) or 49420)(5)

Li

2a

Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed . . . . . . 85% of line 2a , . . . .

Tax year ( a) 2010 ( b) 2009

Prior 3 years (e) Total ( c) 2008 (d) 2007

b C

Qualifying distributions from Part XII, line 4 for each year listed

d

Amounts included in line 2c not used directly for active conduct of exempt activities . . . . .

e

3 a

Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c Complete 3a , b, or c for the alternative test relied upon "Assets" alternative test - enter Value of all assets . Value of assets qualifying under section 4942 ( I)(3)(B)(i) . . . . . "Endowment" alternative testenter 2/3 of minimum investment return shown in Part X. tine 6 for each year listed (1) (2)
"Support" alternative test - enter (1) Total gross support other than income rents,

b

C

investment dividends ,

(interest ,

payments on loans ( section or royalties) .

securities 512 (a)(5)), . .

from general (2) Support public and 5 or more exempt organ izations as provided in section 4942 0)(3)(B)(u) . . . . . . (3) Largest amount of support from an exempt organization . . . . .

(4) Gross investment income

Supplementary Information ( Complete this part only if the foundation had $5,000 at any time during the year - see page 28 of the instructions.)
1 Information Regarding Foundation Managers:

or more in assets

a List 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) )
JOHN & JANELL BRUNNER b List 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 N/A Information Regarding Contribution , Grant, Gift, Loan , Scholarship, etc., Programs: Check here ^ If the foundation only makes contributions to preselected charita ble organizations-and does- not -accept unsolicited -requests for-funds - If-the foundation -makes gifts, grants, etc (see page 28 of the instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d

2 _

a The name, address, and telephone number of the person to whom applications should be addressed b The form in which applications should be submitted and information and materials they should include

c Any submission deadlines.

d Any restrictions factors
JSA 0E14901000

or limitations

on awards, such as by geographical areas, charitable fields, kinds of institutions,

or other

Form 990-PF (2010)

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Form 990-PF ( 2010 )

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Page 11

Supplementary Information (continued) 3 Grants and Contributions Paid During the Yea r or Approved for Future Payment
Recipient
Name and address (home or business)
If recipient is an individual, show any relationship to

any foundation manager
orsubstanbal contnbutor

Foundation status of

recipient

Purpose of grant or contribution

Amount

a Paid dung the year ATTACHMENT 7

Total ................................................. ^ 3a b Approved for future payment

622, 000.

Total

^ 3b Form 990-PF (2010)

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Form 990 - PF (2010 )

20-6768914

Paae 12

FUTLEVI"T

Analysis of Income - Producing Activities
Unrela ted business income
(a) Business code (b) Amount

Enter gross amounts unless otherwise indicated 1 Program service revenue a
b c

Excluded b section 512 , 513 , or 514
(o) Exclusion code (d ) Amount

(e) R e l a t e d or exemp t
( function income of thSe Instructions

d e f
g Fees and contracts from government agencies

2 Membership dues and assessments

, , , ,

3 Interest on savings and temporary cash investments

4 Dividends and interest from securities 5 Net rental income or (loss) from real estate a Debt-financed property , , , , , , , , b Not debt-financed property , , , . . . ,
6 Net rental income or (loss) from personal property

14

29,333.

7 Other investment income 8 Gain or (loss) from sales of assets other than inventory 9 Net income or (loss ) from special events , , 10 Gross profit or (loss) from sales of inventory .
11 Other revenue a b

18

-709,939.

c
d

e 12 Subtotal Add columns (b), (d), and (e)

. . .

-680, 606. -680,606.

13 Total . Add line 12 , columns ( b), (d), and (e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 (See worksheet in line 13 instructions on page 29 to verify calcula tions )

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 XVI-A contributed importantly to the accomplishment of the foundation's exempt purposes ( other than by providing funds for such purposes ) ( See page 29 of the instructions )

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Form 990-PF (2010)

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Page 13

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1 Did in the organization 501(c) directly or indirectly engage section in any of the following with any other organization relating to described political Yes No section of the Code (other than 501(c)(3) organizations) or in section 527,

organizations? a Transfers from the reporting foundation to a nonchantable exempt organization of (1) Cash ........................................................ (2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a1 1a 2 X X

b Other transactions: (1) Sales of assets to a nonchantable exempt organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b ( l ) (2) Purchases of assets from a nonchantable exempt organization . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 1b(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b(3) (3) Rental of facilities, equipment, or other assets
(4) Reimbursement arrangements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b 4

X X
X X

(5) Loans or loan guarantees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . .
(6) Performance of services or membership or fundraising solicitations . . . . . . . . . . . . . .

. . . . . . . . . . . c Sharing of facilities, equipment, mailing lists, other assets, or paid employees d If the answer to any of the above is "Yes," complete the following schedule Column value of the goods, other assets, or services given by the reporting foundation If the

1b( 5 ) X . . . . . . . . . . . . . 1b(6 ) X . . . . . . . . . . . . . 1c X (b) should always show the fair market foundation received less than fair market

2a
h

Is

the

foundation

directly

or

indirectly

affiliated

with,

or

related

to,

one

or

more

tax-exempt
. . . . .

organizations
. . . . . . . . . u Yes © No

described in section 501(c) of the Code (other than section 501(c)(3)) or in section 5277 . . . . . If "V.. " rmm^lntn tho fnllnv inn crharii ilo (a) Name of organization (b) Type of organization

( c) Descnpbon of relationship

Sign

Under penalties of p ury , I de let belief , it is true, co t, an co

that I have examined this return, including accompanying schedules and statements , and to the best of my knowledge and Declaration of preparer ( other than taxpayer or fdu ary) s based on all information of which preparer has any knowled e

Here ,
gn re of officer or tru tee

Pnntlfype preparers name

r

avers slgnatur

Paid
Use Only

ONNa J . I-AA s 01\) ,

JSA 0E14931 000

Schedule B
(Form 990 , 990-EZ, or 990-PF)
Department of the Treasury Internal Revenue Service

Schedule of Contributors
^ Attach to Form 990, 990-EZ, or 990-PF.

OMB No 1545-0047

2010
Employer identification number

Name of the organization THE BRUNNER FOUNDATION

20-6768914
Organization type (check one) Filers of: Section: u 501(c)( ) (enter number) organization not treated as a private foundation

Form 990 or 990-EZ

u 4947(a)(1) nonexempt chantable trust u 527 political organization

Form 990-PF

501(c)(3) exempt private foundation
u 4947(a)(1) nonexempt charitable trust treated as a private foundation u 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

LI For an organization filing Form 990, 990-EZ , or 990- PF that received, during the year , $ 5,000 or more ( in money or property ) from any one contributor Complete Parts I and II
Special Rules u For a section 501 (c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (1) Form 990, Part VIII, line 1h or (u) Form 990-EZ, line 1 Complete Parts IandII For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals Complete Parts I, II, and III

u

u For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc , purposes, but these contributions did-not
-aggregate to-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 Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc, contributions of $5,000 or more during the year . ...... ... ... . . ... . . . ... . ..... . .......... .... ^ $

Caution . An organization that is not covered by the General Rule and/or the Special Rules does not 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 line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF)
For Paperwork Reduction Act Notice, see the Instructions for Forth 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

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Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Name of organization THE BRUNNER FOUNDATION

Page

of

of Part I

Employer identification number

20-6768914 Contributors (see instructions) (a) No. 1(b) Name , address, and ZIP + 4 JOHN G. & JANELL S. BRUNNER ------------------------------------- 1726 - BUTTERNUT - DRIVE -----------------------------------------(a) No. (b) Name , address, and ZIP + 4 (c) Aggregate contributions $--------600,000_ (c) Aggregate contributions (d) Type of contribution

Person Payroll Noncash

ST. LOUIS,

MO

63131

(Complete Part II if there is
a noncash contribution ) (d) Type of contribution

----

----------------------------------------------------------------------------------$ ----------------

Person Payroll Noncash

-----------------------------------------(a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions

(Complete Part 11 if there is a noncash contribution )
(d) Type of contribution

----

---------------------------------------------------------------------------------------------------------------------------$ ----------------

Person Payroll Noncash (Complete Part II if there is a noncash contribution )

(a) No.

(b) Name , address, and ZIP + 4

(c) Aggregate contributions

(d) Type of contribution

----

---------------------------------------------------------------------------------------------------------------------------$ ----------------

Person Payroll Noncash (Complete Part II if there is a noncash contribution )

(a) No.

(b) Name , address, and ZIP + 4

(c) Aggregate contributions

(d) Type of contribution

----

--------------------------------------------------------------------------------------------------

Person Payroll Noncash

--

- -

-----------------------------------------(a) No. (b) Name , address , and ZIP + 4

-

- - -

-

(Complete Part II if-there is a noncash contribution )
(d) Type of contribution

(c) Aggregate contributions

----

---------------------------------------------------------------------------------------------------------------------------$ ----------------

Person Payroll Noncash (Complete Part II if there is a noncash contribution

SSA 0E1253 1 000

Schedule B (Form 990 , 990-EZ , or 990 - PF) (2010)

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TIH.E BRUNNER FOUNDATION

20-6768914

FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
Kind of Property
Gross sale price less ex oe nses of sale Depreciation allowed / Cost or other FMV as of

Description
Add basis as of Excess of FMV over ad i basis

Date acquired
Gain or ( loss )

Date sold

allowable

hagis

121311159

12/31/69

TOTAL LONG-TERM CAPITAL GAIN DIVIDENDS

35,079.

MUTUAL FUNDS PROPERTY TYPE:

D SECURITIES

VAR

VAR

4,218,436.

5,025,747.
MUTUAL FUNDS PROPERTY TYPE: D SECURITIES

-807,311.
VAR VAR

5,400,191.

5,337,898.

62,293.

TOTAL GAIN (LOSS)

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

-709,939.

JSA OE17301 000

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THE BRUNNER FOUNDATION

20-6768914 ATTACHMENT 1

FORM 990PF,

PART I l- DIVIDENDS AND INTEREST FROM SECURITIES

DESCRIPTION DIVIDENDS

REVENUE AND EXPENSES PER BOOKS 29,333.

NET INVESTMENT INCOME 29,333.

TOTAL

29,333.

29,333.

ATTACHMENT 1

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THE BRUNNER FOUNDATION ATTACHMENT 2

20-6768914

FORM 990PF,

PART Il- ACCOUNTING FEES

DESCRIPTION CPA FEES TOTALS

REVENUE AND EXPENSES PER BOOKS 4,473. 4,473.

NET INVESTMENT INCOME 2,236. 2,236.

ADJUSTED NET INCOME

CHARITABLE PURPOSES 2,237. 0. 2,237.

ATTACHMENT 2

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THE BRUNNER FOUNDATION

20-6768914 ATTACHMENT 3

FORM 990PF,

PART I,- OTHER PROFESSIONAL FEES

DESCRIPTION INVESTMENT FEES TOTALS

REVENUE AND EXPENSES PER BOOKS 17,274. 17,274.

NET INVESTMENT INCOME 17,274. 17,274.

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ATTACHMENT 3

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THE BRUNNER FOUNDATION

20-6768914
ATTACHMENT 4

FORM 990PF,

PART I - TAXES

DESCRIPTION FOREIGN TAXES FEDERAL TAXES TOTALS

REVENUE AND EXPENSES PER BOOKS 1,319. 1,000. 2,319.

NET INVESTMENT INCOME 1,319.

1, 319.

ATTACHMENT 4 86974J K927 5/18/2011 9:56:51 AM V 10-6.1 PAGE 20

THE BRUNNER FOUNDATION ATTACHMENT 5 FORM 990PF , PART II - CORPORATE STOCK

20-6768914

DESCRIPTION

ENDING BOOK VALUE

ENDING FMV

MUTUAL FUNDS TOTALS

5,906,663.

7,792,945.

5, 906, 663.

7, 792, 945.

ATTACHMENT 5 86974J K927 5/18/2011 9:56:51 AM V 10-6.1 PAGE 21

THE BRUNNER FOUNDATION
FORM 990PF PART VIII - LIST OF OFFICERS, I CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS DIRECTORS, AND TRUSTEES ATTACHMENT 6

20-6768914

EXPENSE ACCT AND OTHER ALLOWANCES

NAME AND ADDRESS

^

TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION

COMPENSATION

I JOHN 1726 ST. G. BRUNNER DRIVE 63131 ^ TRUSTEE 1.00

•0.

0.

0.

BUTTERNUT LOUIS, MO

JANELL S. BRUNNER 1726 BUTTERNUT DRIVE ST. LOUIS, MO 63131

TRUSTEE 1.00

0.

0.

0.

GRAND

TOTALS

0.

0.

0.

I

I

ATTACHMENT 6 86974J K927 5/18/20111 9:56:51 AM V 10-6.1 PAGE 22

THE BRUNNER FOUNDATION

1

20-6768914

RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND

RECIPIENT NAME AND ADDRESS

FOUNDATION STATUS OF RECIPIENT

PURPOSE OF GRANT OR CONTRIBUTION

AMOUNT

GLOBAL EVANGELICAL MINISTRIES P 0 BOX 111999 TN 37222

NONE RELIGIOUS ORGANIZATION

RELIGIOUS PURPOSES

465,000

NASHVILLE,

STAY FOCUSED 245 EAST 44TH STREET, NEW YORK, NY 10017 SUITE 22B

NONE PUBLIC CHARITY

ASSISTING TEENS WITH DISABILITIES

20,000

VALLEY PALOOZA ORGANIZATION P 0 BOX 314 MO 63088

NONE PUBLIC CHARITY

ASSISTANCE TO DISABLED PERSONS

1,000

VALLEY PARK,

CRYSTAL LAKE ART CENTER 111 P 0 10TH STREET BOX 1513 MI 49635 I

NONE ART GALLERY

SUPPORT OF ART GALLERY

125,000

FRANKFORT,

CHINA INTERNATIONAL MINISTRIES P 0 BOX 40489 CA 91114

NONE RELIGIOUS ORGANIZATION

RELIGIOUS PURPOSES

5,000.

PASADENA,

WOUNDED WARRIOR PROJECT 7020 A C SKINNER PARKWAY, FL 32256 SUITE 100

NONE PUBLIC CHARITY

AID TO VETERANS

5,000

JACKSONVILLE,

ATTACHMENT 7 86974J K927 5/18/2011 9156 51 AM V 10-6 1 PAGE 23

THE BRUNNER FOUNDATION

20-6768914

RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT

SHRINER'S HOSPITAL i 2900 ROCKY POINT DR TAMPA, FL 33607

NONE HOSPITAL

HEALTH CARE SERVICES

11000.

TOTAL CONTRIBUTIONS PAID

ATTACHMENT

7 24

869747 K927

5/18/2011

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V 10-6 1

PAGE

SCHEDULE D
(Form 1041)
Department of the Treasury Internal Revenue Service

Capital Gains and Losses
to Form 1041, Form 5227, or Form 990-T. See the Instructions for Schedule D (Form 1041) (also for Form 5227 or Form 990-T, if applicable).
FOUNDATION 20-6768914

OMB No 1545-0092

00010

Name of estate or trust THE BRUNNER

Employer identification number

Note : Form 5227 filers need to complete

onlyParts I and 11
(f) Gain or (loss) for the entire year Subtract (e) from (d)

- M.

Short-Term Capital Gains and Losses - Assets Held One Year or Less
(b) Date acquired (mo, day, yr)

(a) Description of property (Example 100 shares 7% preferred of "Z" Co)

(c) Date sold
(mo. da y, yr )

(d) Sales puce

(e) Cost or other basis (see instructions) ____ ___

la

b 2

Enter the short-term gain or (loss), if any, from Schedule D-1, line 1b

, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

lb 2

62,293.

Short-term capital gain or (loss) from Forms 4684, 6252, 6781, and 8824

3
4

Net short-term gain or (loss) from partnerships, S corporations, and other estates or trusts

, , , , , , , , , ,

3 4
5 62,293.
( f) Gain or ( loss) for the e tntire year Subtrac t (e) from (d) )

Short-term capital loss carryover Enter the amount, if any, from line 9 of the 2009 Capital Loss Carryover Worksheet . . .. .. . . . . .. .. . . ... . .. .. .. . . . . . .. .... . . .. . . .. . . 5 Net short-term gain or (loss). Combine lines 1 a through 4 in column (f) Enter here and on line 13, column 3 on the back ^ ^ 1:W Lone-Term Capital Gains and Losses - Assets Held More Than One Year
(a) Description of property (Example 100 shares 7% preferred of "Z" Co) (b) Date acquired (mo , day, yr) ( c) Date sold (mo , day, yr) (d) Sales price

(e ) Cost or other basis (see instructions )

6a LONG-TERM CAPITAL GAIN DIVIDEND

35,079.

b Enter the long-term gain or (loss), if any, from Schedule D-1, line 6b

, , , , , , , , , , , , , , , , , , , , , , ,

6b

-807,311.

7 8 9
10

Long-term capital gain or (loss) from Forms 2439, 4684, 6252, 6781, and 8824 Net long-term gain or (loss) from partnerships, S corporations, and other estates or trusts . . , , ; ,

7_ 89
10 11 12

-

Capital gain distributions ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,
Gain from Form 4797, Part I ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,, Long-term capital loss carryover Enter the amount, if any, from line 14 of the 2009 Capital Loss Carryover Worksheet . . .. . .. .. ......... . . .. . . . . . . .. . ... ..... ... .. . . .. Net long -term gain or (loss). Combine lines 6a through 11 in column (f) Enter here and on line 14a, ^ column 3 on the back

11 12

-772,232.

For Paperwork Reduction Act Notice, see the Instructions for Form 1041.

Schedule D (Form 1041) 2010

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Schedule D ( Form 1041 ) 2010

Page2

Summary of Parts I and II

(1 ) Beneficiaries '

( 2) Estate's

Caution : Read the instructions before completing this part
13 14 Net short-term gain or ( loss) , , , , , , , , , , , , , , , , , , , , 13 Net long -term gain or ( loss): a Total for year ,,,,,,,,,,,,,,,,,,,,,,,,,,,, 14a b Unrecaptured section 1250 gain ( see line 18 of the wrksht ) , , .14b c 28% rate gain , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 14c
Total net gain or ( loss). Combine lines 13 and 14a , , , , , _ , ^ 15

(see Instr )

or trust's

(3) Total
62,293. -772,232.

15

-709, 939.

Note : if line 15, column (3), is a net gain, enter the gain on Form 1041 , line 4 (or Form 990-T, Part line 4a) If lines 14a and 15, column (2), are net gains, go to Part V, and do not complete Part IV If line 15, column (3), is a net loss , complete Part IV and the Capital Loss Carryover Worksheets necessary

ital Loss Limitation Enter here and enter as a (loss) on Form 1041, line 4 (or Form 990-T, Part 1, line 4c, if a trust) , the smaller of 3,000.) a The loss on line 15, column (3) or b $3,000 , , . . . . . . . . . . . . . . . . . . . ^ 16 Note : If the loss on line 15, column (3), is more than $3,000, or d Form 1041, page 1, line 22 (or Form 990-T, line 34), is a loss, complete the Capital Loss CarryoveM/orksheeton page 7 of the instructions to figure your capital loss canyover 16

Tax Computation Using Maximum Capital Gains Rates
Form 1041 filers. Complete this part only if both lines 14a and 15 in column (2) are gains, or an amount is entered in Part I or Part II and there is an entry on Form 1041, line 2b( 2), and Form 1041, line 22, is more than zero Caution : Skip this part and complete the worksheet on page 8 of the instructions if. • Either line 14b, col (2) or line 14c, col (2) more than zero, or • Both Form 1041, line 2b(1), and Form 4952, line 4g are more than zero Form 990 -T trusts. Complete this part only if both lines 14a and 15 are gains, or qualified dividends are included in income in Part I of Form 990-T, and Form 990-T, line 34, is more than zero Skip this part and complete the worksheet on page 8 of the instructions if either line 14b, col (2) or line 14c, col (2) is more than zero 17 18 19 Enter taxable income from Form 1041, line 22 (or Form 990-T, line 34) Enter the smaller of line 14a or 15 in column (2) 18 but not less than zero Enter the estate's or trust's qualified dividends
from Form 1041, line 2b(2) (or enter the qualified 19 20 dividends included in income in Part I of Form 990-T)

. . .

20 21 22 23 24 25

Add lines 18 and 19 If the estate or trust is filing Form 4952, enter the

amount from line 4g, otherwise, enter -021 . . ^ Subtract line 21 from line 20 If zero or less, enter -0Subtract line 22 from line 17 If zero or less. enter -0Enter the smaller of the amount on line 17 or $2,300 , , , , , , , , , , , , , Is the amount on line 23 equal to or more than the amount on line 24? B Yes. Skip lines 25 and 26, go to line 27 and check the "No" box No. Enter the amount from line 23 Subtract line 25 from line 24 Are the amounts on lines 22 and 26 the same?
Yes. Skip lines 27 thru 30, go to line 31 NO. Enter the smaller of line 17 or line 22

22 23 24

26 27

25 26 27 28

28 29 30 31

Enter the amount from line 26 (If line 26 is blank, enter -0-)

, , , , , , , ,

Subtract line 28 from line 27 1 29 Multiply line-29 by 15% (15) Figure the tax on the amount on line 23 Use the 2010 Tax Rate-Schedule- for Estates and Trusts (seethe Schedule G instructions in the instructions for Form 1041)

32
33

Add lines 30 and 31
Figure the tax on the amount on line 17. Use the 2010 Tax Rate Schedule for Estates and Trusts (see the Schedule G instructions in the instructions for Form 1041) , , , , , , , , ,

34

Tax on all taxable income . Enter the smaller of line 32 or line 33 here and on Form 1041, Schedule G. line 1a (or Form 990-T. line 36) .. ... .. .. .. .. . ... . . . . . . ... . .. . . . . . . . . . .
Schedule D (Form 1041) 2010

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SCHEDULE D-1 (Form1041)
D epa rtment of the Treasur y Internal Revenue Service Name of estate or trust

Continuation Sheet for Schedule D (Form 1041)
^ See instructions for Schedule D (Form 1041). ^ Attach to Schedule D to list additional transactions for lines 1a and 6a.

OMB No 1545-0092

10

Employer identification number

THE BRUNNER FOUNDATION

20-6768914
(b) Date _ a cared w^

Short-Term Capital Gains and Losses - Assets Held One Year or Less
(a) Description of property (Example
100 sh 7 o preferred of - Z Co) %

(c) Date sold
(mo ,day, yr)

(d) Sales puce (see page 4 of the

(e) Cost or other basis (see page 4 of the „

(f) Gain or (loss)
Subtract (e) from (d)

1a

MUTUAL FUNDS

5,400,191.

5,337,898.

62,293.

1b Total . Combine the amounts in column ( f) Enter here and on Schedule D, line 1b
For Paperwork Reduction Act Notice , see the Instructions for Form 1041 . JSA 0F1221 1 000

. ... ...... .... .... 1

62,293.

Schedule D-1 (Form 1041) 2010

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Schedule D- 1 (Form 1041 ) 2010 Name of estate or trust as shown on Form 1041 Do not enter name and employer identification number if shown on the other side

Page 2

Employer identification number

17Ma

Lon g -Term Ca p ital Gains and Losses - Assets Held More Than One Year
( b) Date acquired mo, da r ( c) Date sold ( mo , day, yr) ( d) Sales puce (see page 4 of the instructions) ( e) Cost or other basis ( see page 4 of the instructions) (f) Gain or (loss) Subtract ( e) from (d)

( a) Description of property ( Example 100 sh 7% preferred of " Z " Co)

6a MUTUAL FUNDS 4,218,436. 5,025,747. -807,311.

6b Total. Combine the amounts in column (f) Enter here and on Schedule D, line 6b SSA 0F1222 1 000

. 1

-807,311.

Schedule D-1 (Form 1041) 2010

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C'

Form 8868 (Rev January 2011) Department of the Treasury
Internal R evenue Service

Application for Extension of Time To File an Exempt Organization Return
^ File a separate a for each return .

OMB No 1545-1709

• If you are filing for an Automatic 3-Month Extension , complete only Part I and check this box . ... . .. . ... ... . . . ^ • If you are filing for an Additional (Not Automatic ) 3-Month Extension , complete only Part II (on page 2 of this form)

Do not complete Part ll unles;;ou have already been granted an automatic 3-month extension on a previously filed Form 8868
Electronic filing (e-file) You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for a corporation required to file Form 990-T), or an additional (not automatic) 3-month extension of time You can electronically file Form 8868 to request an extension of time to file any of the forms listed in Part I or Part li with the exception of Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts, which must be sent to the IRS in paper format (see instructions) For more details on the electronic filing of this form, visit www irs gov/efile and click on e-file for Charities & Nonprofits

Automatic 3-Month Extension of Time. Only submit original (no copies needed)
A corporation required to file Form 990-T and req
Part I only ................... All other corporations (including 1120-C filers), p
Type or print Name of exempt organization THE BRUNNER FOUNDATION

o
s, and

extension - check this box and complete
u sts must use Form 7004 to request an extension of time
Employer identification number 20-6768914

File by the due date for rung your return See instructions

Number, street , and room or suite no If a P O box, see instructions

C/O LARRY LEGRAND

540 MARYVILLE CENTRE DRIVE, SUITE 105 City, town or post office , state, and ZIP code For a foreign address , see instructions ST. LOUIS, MO 63141

Enter the Return code for the return that this application is for ( file a separate application for each return )
Application Is For Return Code Application Is For

, . , . , , . , , ,

F0-F-4
Return Code

Form 990
Form 990-BL

01
02

Form 990-T ( co rp oration )
Form 1041-A

07
08

Form 990-EZ
Form 990-PF Form 990-T sec 401 a or 408 ( a ) trust)

03
04 05

Form 4720
Form 5227 Form 6069

09
10 11

Form 990-T (trust other than above )
• The books are in the care of ^ Telephone No ^ 636 LARRY LEGRAND

06

Form 8870

12

532-7824

FAX No ^

• If the organization does not have an office or place of business in the United States, check this box • If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN)

... . .. . . . ... . . . ^ u If this is

for the whole group, check this box , , . , , , Bo. u If it is for part of the group, check this box , .... , , ^ Li and attach a list with the names and EINs of all members the extension is for I request an automatic 3-month (6 months for a corporation required to file Form 990-T) extension of time I

until 08 / 15 , 20 11 for the organization's return for
^ calendar year 20 10 or

, to file the exempt organization return for the organization named above The extension is

^
2-

tax year beginning

, 20

, and ending
- u Initial return

120u Final return --

If the tax year entered in line 1 is for less than 12 months, check reason

u Change in accounting period If this application is for Form 990- BL, 990- PF, 990-T, 4720, or 6069 , enter the tentative tax , less any nonrefundable credits See instructions 85. 3a $ b If this application is for Form 990-PF, 990-T, 4720, or 6069 , enter any refundable credits and estimated tax payments made . Include any prior year overpayment allowed as a credit 1,383. 3b $ c Balance Due . Subtract line 3b from line 3a Include your payment with this form, if required , by using EFTPS (Electronic Federal Tax Payment System ) See instructions 3c $ Caution . If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions 3a
For Paperwork Reduction Act Notice , see Instructions . JSA 0F8054 4 000 Form 8868 (Rev 1-2011)

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