Form Department of the Treasury Internal Revenue Service

990 -P F

Return of Private Foundation

or Section 4947( a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Note : The foundatica-ma y be able to use a co py of this return to satisfy state re portin g req uirements

OMB No

1545-0052
, 20

^00

For calendar year 2009 , or tax year be g innin g G Check all that apply Initial return H Amended return
Name of foundation Use the IRS

, 2009, and ending

L_J Initial return of a former public charity

Address chan g e Name change

L_J Final return

A Employer identification number

label. Otherwise , print ortype . See S p ecific Instructions .

THE BRUNNER FOUNDATION

Number and street (or P 0 box number if mail 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

(636)
C If exemption application is pending , check here
D

532-7824
^
^ E

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

H Check type of organization

X Section 501 ( c) 3 exempt private foundation ^ Other taxable p rivate foundation Section 4947 ( a)( 1 ) nonexem pt charitable trust . - _ E If private foundation status was terminated Fair market value of all assets at end J Accounting method U Casn U Accrual under section 507(b )( 1)(A), check here i of year (from Part ll, col (c), line Other ( specify ) - - - - - - - - - - - - - - - - - - - F If the foundation is in a 60-month termination 0

16) ^ $

5,983,395.

(Part 1, column (d) must be on cash basis )

(a ) Revenue and
expenses per books (b) Net investment

under section 507(b)( 1)(B) check here

Analysis of Revenue and Expenses (The

total of amounts in columns (b), (c), and (d)

(d) Disbursements
( c) Adjusted net for chartable

may not necessanly equal the amounts in

column (a) (see page 11 of the instructions)
1 2 3 Contribution Check ^ ti , grants , etc , received ( attach schedule) If the foundation is not required to attach Sch B . . . . . . . . . .

income

income

purposes (cash basis on ly)

360 ,000.

Interest on savings and temporary cash investments

C C C J d

Dividends and interest from securities . . 5a Gross rents . . . . . . . . . . . . . . . . .

b Net rental income or (loss)

126,291.

126,291.

ATCH

6 a Net gain or (loss ) from sale of assets not on line 10 b Gross sales puce for all 1 92 9 0 57 . assets on line 6a

13 r 610
13,610.
5-

7
8

Capital gain net income (from Part IV, line 2)

Net short- term capital gain

G EG&
Zulu

. . . . . . . . .

ncome modifications
b Less Cost of goods sold ,

. . . . .

10 a Gross sales less returns and allowances

c Gross profit or (loss ) ( attach schedule)

11 12
13 14

Other income (attach schedule ) Total . Add lines 1 throu g h 11

. , , , ,
.

720.
500, 621. 0

720.
140, 621.

ATCH

Compensation of officers , directors , trustees, etc Other employee salaries and wages Pension plans, employee benefits

. . . . . . . . , . .

go 4 N
r-

15

16 a Legal fees ( attach schedule) . .

L
17
18

b Accounting fees (attach schedule ) ATCH 3 c Other professional fees ( attach schedule ) .*.
Interest . . . . . . . . . . . . . . . . . .
Taxes ( attach schedule ) ( see page 14 of the instructions ]

3, 000.
19,957.

1, 500.
19,957.

0.

1, 500

2,208.

1,458.

E 19
E 20

Depreciation (attach schedule ) and depletion

Occupancy . . . . . . . . . . . . . . . . .

21
22 E. 23 cc 24

Travel , conferences , and meetings , . . . . .

Punting and publications . . . . . . . . . . . . . . . Other expenses ( attach schedule )

Total operating and administrative expenses.

^a
O 25
26

Add lines 13 through 23

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

25,165.
502, 800.
527

22,915'
22,915.

0.
0.

1,500
502 , 800
504 , 300

Contributions olfts grants paid Subtract line 26 from line 12

Total ex p enses and disbursements. Add lines 24 and 25

,965.

27

a Excess of revenue over expenses and disbursements

-27,344.

b Net investment income (if negative , enter -0-)

c Adjusted net income ( if neg ative , enter -0 -) . For Privacy Act and Paperwork Reduction Act Notice , see page 30 of the instructions . 9E14101000 86974J K927 4:25:35 PM V 09-6 5/6/2010

117,706.
-0* ATCH 4 SSA ** AT CH 5

Form 990-PF (2009) PAGE 2

Form 990-PF (2009)

20-6768914
Beginning of year (a) Book Value ( b) Book Value End of year

Paae2
(c) Fair Market Value

Attached schedules and amounts in the B a l ance Sh ee t s d escrip t ion co l umn s h ou ld b e f or en d -o f-year amounts only (See instructions)

1 2 3
4

Cash - non-interest - bearing . . . . . . . . . . . . . . . . . Savings and temporary cash investments . ... ... .. . Accounts receivable ^ -----------------------Less allowance for doubtful accounts ^ ------------Pledges receivable ^ -----------------------Less allowance for doubtful accounts ^

279,793.

448,575.

448,575

5
6

Grants receivable

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

Receivables due from officers , directors , trustees , and other disqualified persons ( attach schedule) (see page 16 of the instructions)

7 8 9

Other notes and loans receivable (attach schedule) ^ - - - - Less allowance for doubtful accounts ^ _ _ __ Inventories for sale or use Prepaid expenses and deferred charges . . . . . . . . . . . . b Investments - corporate stock ( attach schedule ) ATCJ-I. 6_ c Investments - corporate bonds (attach schedule ) . . . . . . . .

Q 10 a Investments - U S and state government obligations (attach schedule)

6, 941, 194.

6, 745, 068.

5; 534, 82n

11

Investments - land, buildings, and equipment basis Less accumulated depreciation (attach schedule )

^ ---- -------------^ ------ ----- -- - --- - -

12 13
14

Investments - mortgage loans . . . . . . . . . . . . . . . . Investments - other (attach schedule ) , , , , , , , , , , , , ,

Land , buildings, and ^ equipment basis -- ---------------Less accumulated depreciation ^ (attach schedule ) --------------------

15 16 17 18 U) 19
20

Otherassets (descnbe ^ --------------------) Total assets (to be completed by all filers - see the instructions Also, seepage 1, item I) Accounts payable and accrued expenses . _ , . . , . . , , . Grants payable ,,,,,,,,,,,,,,,,,,,,,,, Deferred revenue . . . . . . . . . . . . . . . . . . . . . .
Loans from officers , directors, trustees, and other disqualified persons

7, 220, 987.

7, 193, 643.

5, 983, 395.

u 21 22
23

Mortgages and other notes payable (attach schedule) , , , , , Other liabilities (describe ^ ) ------------------Total liabilities ( add lines 17 through 22)

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

24 25
26

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

Permanently restricted . . . . . . . . . . . . . . . . . . . .

7 , 220, 987.

7, 193, 643.

U.

0 27
42 28 29

Foundations that do not follow SFAS 117, check here and complete lines 27 through 31. o. F-1 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

Z
31

Total net assets or fund balances (see page 17 of the instructions ) . . . . .. . . . . . . .. ... . . . . . .. Total liabilities and net assetslfund balances (see page 17 of the instructions ) ......................

7 , 220 , 987. 7, 220, 987.

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

Analysis of Chan g es in Net Assets or Fund Balances

1 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 year's return ) . . . . .. . . .. . .... . .. . . . . . . . 2 Enter amount from Part I, line 27a 3 Other increases not included in line 2 ( itemize) ^ 1 2 3 4
5 6

7,220,987. -27,344, 7, 193, 643.

7, 193, 643. Form 990-PF (2009)

------------------------------------4 Add lines 1 2 and 3 5 Decreases not included in Ilne 2 ( itemize ) ^ _ _______ _ 6 Total net assets or fund balances at end of year line 4 minus line 5 ) - Part II, col urn n ( b ), line 30

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Form 990-PF (2009)

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How acquired o-^ n (c) Date acquired (mo , day, yr)

Page 3
(d) Date sold mo , day, yr )

..

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 buck warehouse , or common stock , 200 shs . MLC Co) SEE PART IV SCHEDULE

1a b

c
d

e
(e) Gross sales puce ( 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 only for assets showing gain in column (h) and owned by the foundation on 12/31/69 ( k) Excess of col (1) 0 ) Adjusted basis (i) F M V as of 12/31/69 as of 12/31/69 over col . ()), if any ,r Va;" (Cal ^.; C- .-s (C_l (h) gain m i n us '. col ( k), but not less than -0-) or Losses (from col (h))

a
b

c
d

e 2 } defined in sections 1222( 5) and (6) 3 Net short-term capital gain or ( loss) as 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 . 3 Ric Qualification Under Section 4940 ( e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
{ 2 Capital gain net income or ( net capital loss ) . If gain , also enter in Part I, line 7 If (loss ), enter -0- In Part I, line 7

13,610.

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
(a) Base period years Calendar year ( or tax year beginning in )

. .

u Yes

No

Enter the aDoroonate amount in each column for each year. see oaoe 18 of the instructions before makina any entries
(distributions Adj usted qualifying Net value of nonchantable - use assets (d) divided ratio (col (b) dtvlded by col (c)) b)

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
2004 2 Total of line 1, column (d)

0.

2,955,000.

0.000000

0.147489

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 nonchantable- use assets for 2009 from Part X, line 5 Multiply line 4 by line 3 .. . .. . . . . . . . . . .. . . . . . . . . ..... . . . . . .. . .
. . . . . ........... .. . .

3 4 5
6

0.036872 5, 415,748. 199,689.

1,177.

4 5
6

Enter 1% of net investment income (1% of Part I, line 27b)

7 8

Add lines 5 and 6 Enter qualifying distributions from Part XII, line 4 Part VI instructions on page 18

7 8

200, 866. 504, 300.

If line 8 is eaual to or greater than line 7. check the box in Part VI. line 1b. and complete that p art usinci a 1% tax rate See the
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Form 990-PF(2009)

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check here ^ and enter " N/A" on line 1 , ,

Page4

17M.W Excise Tax Based on Investment Income ( Section 4940(a), 4940 ( b), 4940 ( e), or 4948 - see page 18 of the instructions)
1a Exempt operating foundations described in section 4940(d)(2),

Date of ruling or determination letter b Domestic foundations that

- - - - _ - - - - - - -( attach copy of ruling letter if necessary - see instructions) section 4940(e) requirements in Part V, check 1 1,177.

meet the

here 00- u and enter 1 % of Part I, line 27b X

c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4%

of Part I, line 12, col (b) 2

3

Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
Add lines 1 and 2

, . , , ,

2
3 1,177.

4
5

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,

4
5

0.
1,177.

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

6 a b c d 7 8
9 10 11

CreditsfPayments 6a 2009 estimated tax payments and 2008 overpayment credited to 2009 6b Exempt foreign organizations-tax withheld at source 6c Tax paid with application for extension of time to file (Form 8868) , , , 6d Backup withholding erroneously withheld . . . . . . . . . . . . . . . . . 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
Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed 383 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 2010 estimated tax ^

1, 560. 0. 0. . . . . . . . . .
^ ^ Refunded ^

7 8
9 10 11

1; 5l0 .

383.

FURVAIN Statements Reg ardin g Activities

1a 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 $100 during the year (either directly or indirectly) for political purposes (see page 19 of the instructions for definition)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities
Did the foundation file Form 1120-POL for this year? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year
(1) On the foundation ^$ (2) On foundation managers ^ $

Yes 1a 1b

No X X

c d

1c

e Enter the reimbursement (if any) paid by the foundation during 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? , , , , , , , , , , , , , 2
If "Yes," attach a detailed descnption 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? 4a

5

If *Yes," attach a conformed copy of the changes . . . . . . . . . . . , Did the foundation have unrelated business gross income of $1,000 or more during the year? , , , , , , , , , , , , , , ,
, , , , , , , , , , , , , , , ,

3 4a
4b 5

X X
X X

b 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
conflict with the state law remain in the governing instrument? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 X

7 8a

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes,"complete Part ll, col (c), and Part XV Enter the states to which the foundation reports or with which it is registered (see page 19 of the instructions) ^ MO, ------------------------------------------------------------------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'lf "No,' attach explanation . . . . . . . . . . . . . . . . . 9 Is the foundation claiming status as a private operating foundation within the meaning of section 49420)(3) or 4942(1)(5) for calendar year 2009 or the taxable year beginning in 2009 (see instructions for Part XIV on page
27)2 If "Yes,'complete PartXIV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8b

10

Did any persons become substantial contributors

during the tax year? If "Yes," attach a schedule listing their

I n

names and eddTsses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I 10

Form 990-PF (2009)

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Form 990- PF (2009 )

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Page 5

Statements Reg 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 with the public inspection requirements for its annual returns and exemption application? N/A Website address ^ . . . . .

11
12 13 X

X
X

----------------------------------------------------------------------------LEGRAND 636-532-7824 14 The books are in care of - ----------------------------- Telephone no ^ ----------------------SUITE 105 ST. LOUIS, -MO--- ZIP +4 ^ 63141-------Located at 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 ................. . 1111" 1 15

INITAVY: 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. 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? . . . . . . . . (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? . . . . . . . . (5) Transfer any income or assets to a disqualified person (or make any of either available for Yes u Yes Yes Yes u Yes Q No Flo No No No

X X

u u Yes X No the benefit or use of a disqualified person ) ? . . . . . . . . . . . . . . . . . . . . . . . . . (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 I Al No termination of government service, if terminating within 90 days ) . . . .. . . . . . . . . . . . u Yes b If any answer is "Yes" to 1 a(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 20 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 1 a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2009? . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 (1)(3) or 4942 (1)(5)) a At the end of tax year 2009 , did the foundation have any undistributed income (lines 6d and u No 6e, Part XIII ) for tax year( s) beginning before 2009? . . . . . . . . . . . . . . . . . . . . . . . . . u Yes If"Yes," list the years ^ ---------- ,--------- ,-------- ,-------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 page 20 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 3a
b

1b

1t

2b

-------- -------Did the foundation hold more than a 2% direct or indirect interest in any business
enterprise at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u Yes No If "Yes ," did it have excess business holdings in 2009 as a result of (1) any purchase by the foundation or

disqualified persons after May 26 , 1969 , ( 2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest , or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the
foundation had excess business holdings in 2009 ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b

X 4a . . . . . . , 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 j eopardize its X charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2009? . . . . . . 4b Form 990-PF (2009)

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Form 990-PF (2009)

20-6768914 Statements Regarding Activities for Which Form 4720 May Be Required (continued) u Yes u Yes Yes
u Yes u Yes

Page 6

5a 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))? . . . . . . (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly , any voter registration drive? . . . . , . . (3) Provide a grant to an individual for travel , study , or other similar purposes? , , . , . . . . . . (4) Provide a grant to an organization other than a charitable , 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? . . . . . . . . . . . . . . . . .

No No X No
u No u 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 instructions) ? Organizations relying on a current notice regarding disaster assistance check here c . . . . . . . . . . . . . . . ^u

. . .

5b

If the answer is "Yes" to question 5a (4), does the foundation claim exemption from the tax u No because it maintained expenditure responsibility for the grant ? . . . . . . . . . . . . . . . . . . . u Yes If "Yes," attach the statement required by Regulations section 53 4945-5(d) 6a Did the foundation , during the year reneive any funds, directly o, ,n d,rectty , to pay premiums u 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 At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? . . El Yes No

6b

b If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?

7b

LIMAM
1

Information About Officers , Directors , Trustees , Foundation Managers, Highly Paid Employees, and Contractors
( a) Name and address a vera ge (b) hours and w eek Tide, per devoted to position ((c) Compensation f not paid, enter -0(d) Contributions to employee benefit plans and deferred com pensation (e) Expense account, other allowances

List all officers, directors, trustees , foundation managers and their compensation ( see pa ge 22 of the instructions).

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

ATTACHMENT 7 ------------------------------------------------------------------------------------------------------------2

0.

0.

Compensation of five highest-paid employees (other than those included on line 1 -seepage 23 of the 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

(d) Contributions to
( c) Compensation employee benefit plans and d eferre d ation com p en sation (e) Expense account, other allowances

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

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

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

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

Total number of other employees paid over $50,000

.^
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Form 990-PF (2009) ' 20-6768914 UNTIM Information About Officers , Directors, Trustees, Foundation Managers , Highly Paid Employees,

Page 7

and Contractors (continued)

3 Five highest- paid independent contractors for professional services ( see page 23 of the instructions ) . If none , enter " NONE." ( c) Compensation (a) Name and address of each person paid more than $50,000 (b) Type of service

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

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

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

Total number of others receiving over $50,000 for professional services

-summa-,, of Direct Charitable Activities List the foundation 's four largest direct chartable 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

. .^

NONE

Expenses

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

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

s 1

UI :i Summary of Proaram - Related Investments (see Dane 23 of the instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 Amount

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

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

Total . Add lines 1 throu g h 3

. ^ Form 990-PF (2009)

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PAGE 8

Form 990-PF (2009)

20-6768914

Page 8

Minimum investment Return (All domestic foundations must complete this part. Foreign foundations, see page 24 of the instructions.)
I 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 b Average of monthly cash balances . ..

. .

.. .. . . . . . . , .. , ..

1a lb
Ic Id

5,134,037. 364, 184.

0 . 5,498,221.

c Fair market value of all other assets ( see page 24 of the instructions ) . . .. . ... . .. ... . . . . d Total ( add lines 1a , b, and c) . . . . ... . . . . . . . . .. .. . .. .... . ... . . . .... . . . .

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

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

2 3 4
5

Acquisition indebtedness applicable to line 1 assets ........ . . ........... .. .. . .. Subtract line 2 from line 1d ............. .. .. . . . .. .. ... Cash deemed held for charitable activities Enter 1 1/2 % of lin e3 .(for grea ter amo unt,s paee ge 25 of the instructions )
Net value of noncharitable -use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4

2 3 4
5

0. 5,498,221. 82,473.
5,415,748.

Minimum investment return . Enter 5 % of line 5

270,787.

iL
1

Distributable Amount ( see page 25 of the instructions) (Section 49420 )(3) and 0 )(5) private operating
foundations and certain foreign organizations check here ^ D and do not complete this pa rt ) 1 . . .. . . . . .. . .. .. ...... . . .. . . . . 270,787.

Minimum investment return from Part X, line 6

2a 1, 177. 2a Tax on investment income for 2009 from Part VI, line 5 2b b Income tax for 2009 (This does not include the tax from Part VI) c Add lines 2a and 2b .............................................

2c

1, 177.

3 4 5
6

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

3 4 5
6

269, 610. 269, 610.

Distributable amount as adj usted Subtract line 6 from line 5 Enter here and on Part XIII, line 1

269, 610.

Qualifying Distributions (see page 25 of the instructions)

I a b
2 3 a b
4

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

Ia lb 2 3a
3b
4

504, 300. 0. 0. 0.
0.
504,300.

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) Adjusted qualifying distributions . Subtract line 5 from line 4

5 6

1,177. 503,123.

Note : The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating wheth er the foundation qualifies for the section 4940(e) reduction of tax in those years
Form 990-PF (2009)

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PAGE 9

Form 990- P F (2009 )

20-67 68914

Page 9

Undistributed Income ( see page 26 of the instructions)

(a) (b) (c) (d)

1
2

Distributable
Undistributed

amount for 2009

from Part XI ,

Corpus

Years prior to 2008

2008

2009

line 7 .....................
income, if any , as of the end of 2009

269, 610.

a Enter amount for 2008 only

b Total for prior years

. . . . . . ,

20 0 7 , 20 06

-.20

05

Excess distributions carryover, if any , to 2009 a From 2004 b From 2005 c From 2006 d From 2007 4,679. e From 2008 f Total of lines 3a through e , , , , , , , , , , , Qualifying distributions for 2009 from Part XII, 4, 679.

line4
b

^ $

504, 300.
, , ,

a Applied to 2008 , but not more than line 2a

required - see page 26 of the instructions )

Applied to undistributed income of prior years ( Election

. . . . . .

c Treated as distributions out of corpus ( Election required - see page 26 of the instructions) . , , d Applied to 2009 distributable amount e Remaining amount distributed out of corpus Excess distributions carryover applied to 2009 , 5
(If an amount appears in column (d), the same amount must be shown in column (a) )

269,610. 234,690.

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

239,369.

amount - see page 27 of the instructions e Undistributed income for 2008 Subtract line 4a from line 2a Taxable amount - see page 27 of the instructions . . . . . . . . . . . . . f Undistributed income for 2009 Subtract lines
4d and 5 from line 1 This amount must be

distributed in 2010 Amounts treated as distributions out of corpus to satisfy requirements imposed by section
170(b)(1)(F) or 4942( g)(3) (see page 27 of the

9
10

instructions ) . . . . . . . Excess distributions carryover from 2004 not applied on line 5 or line 7 ( see page 27 of the instructions ) . . . . . . . . . . . . . . . . . . Excess distributions carryover to 2010. Subtract lines 7 and 8 from line 6a
Analysis of line 9

239,369.

a b c d

Excess from 2005 Excess from 2006 , , , Excess from 2007 , , , Excess from 2008 . . .

e Excess from 2009 .

4, 679. 234, 690.

Form 990-PF (2009)

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PAGE 10

Form 990- PF (2009 )

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Page 10

INITTZ Private O p eratin g Foundations see p a g e 27 of the instructions and Part VII-A, q uestion 9 ) 1 a If the foundation has received a ruling or determination letter that it is a private operating
b
2a

NOT APPLICABLE

foundation , and the ruling is effective for 2009 , enter the date of the ruling . . . . . . . . . . . . . Check box to indicate whether the foundation is a private operating foundation described in section
Enter the lesser of the adjusted net income from Part I or the minimum Investment return from Part X for each Tax year (a) 2009 (b) 2008 Prior 3 years (c) 2007

^ 4942 (1)(3) or
(d) 2006

4942(1)(5)
(e) Total

year listed
b C

. . . . . . .
, , , , ,

85% of line 2a

Qualifying distributions from Part

XII, line 4 for each year listed

Amounts included in line 2c not

used directly for active conduct of exempt activities . . . . .

e Qualifying distnbuhons made

directly for active conduct of exempt activities Subtract line 2d from line 2c 3 a
Complete 3a, b, or c for aitnmah,,e test uhed u p on. the

"Assets" alternative test - enter

(1) value of all assets

(2) under section

Value of assets qualifying

4942(1)(3)(8)(4 . . . . . "Endowment" alternative testenter 2/3 of minimum investment return shown in Part X, line 6 for each year listed "Support" alternative test - enter
(1) Total support other than rents,

gross investment
(interest, dividends,

income

payments on securities loans (section 512(a)(5)), or royalties) . . . . from general (2) Support
public and 5 or more

exempt
provided

organizations

as

in section 4942

(3)

0)(3)(B)(m) . . . . . . 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 a

or more in assets

Information Regarding Foundation Managers: 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

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 ^ u 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 (see page 28 of the instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d 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

Any restrictions factors.

or limitations

on awards , such as by geographical

areas , charitable fields , kinds of institutions ,

or other

X01 9E14901 000

Form 990-PF (2009)

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PAGE 11

Form 990-PF (2009 ) Supplementary Information (continued)

20-6768914

Page 11

Grants and Contributions Paid During the Year or Approved for Future Payment If recipient is an individual. Foundation Recipient Purpose of grant or show any relationship to status o f any foundation manager contnbubon recipient Name and address (home or business) or substantial contributor a Paid during the year 8

Amount

ATTACHMENT

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

502, 800.

Total. ............................... .. .............. DO- 3b Form 990-PF (2009)

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PAGE 12

Form 990-PF ( 2009 )

20-6768914

Page 12
R e l a t e d e exempt or
function income (See page 28 of a instructions

Analysis of Income- Producing Activities

Enter gross amounts unless otherwise indicated Program service revenue a
b

Unrela ted business income

( a)
Business code

Excluded b section 512 , 513 , or 514

(c) Exclusion code (d) Amount

(b) Amount

c
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

126,291.

7 Other investment income 8 Gain or (loss) from sales of assets other than inventory
9 Net income or (loss ) from special events . . .

18

13,610.

10 Gross profit or (loss ) from sales of inventory .

11 Other revenue a

OTHER INCOME

720.

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

. .

140, 621 .
140, 621.

13 Total . Add line 12 , columns ( b), (d), and (e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 (See worksheet in line 13 instructions on page 28 to venfv 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 )

NOT APPLICABLE

Form 990-PF (2009) JSA

9E1492 1 000

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PAGE 13

Form 990- PF (2009 )

20-6768914

Page 13

jiEltWA
1
a

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
organization directly or indirectly engage in any of the following with
or in

Did the

any other organization

section 527, relating to

described
political

Yes

No

in section 501 ( c) of the Code ( other than section 501 ( c)(3) organizations ) orq amz atl Q ns7 Transfers from the reporting foundation to a nonchantable exempt organization of

(1) Cash ........................................................ (2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

a1 la ( 2 )

X X

b Other transactions (1) Sales of assets to a nonchantable exempt organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b 1 (2) Purchases of assets from a nonchantable exempt organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b 2 (3) Rental of facilities, equipment , or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b ( 3 )
(4) Reimbursement arrangements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (5) Loans or loan guarantees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b ( 4 ). 1b ( s )

X X X
X X

(6) Performance of services or membership or fundraising solicitations

c

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

1b ( 6 )
1c

X
X

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 value of the goods, other assets , or services qiven by the reporting fntindatinn
value in any transaction or sharing arrangement, show in column (d) the value

Column ( b) should always show the fair market if the foundation ,ece,;cd Iss than `- n market an p a
of the goods , other assets , or services received

2a
IS

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in
section 501 (c) of the Code ( other than section 501 (c)(3)) or in section 527? , , If "Yes " cmmnlete the fnllowmn schedule (a) Name of organization ( b) Type of organization ( c) Description of relationship , , , , , , , , , , , , , , , , , , , , , , , u Yes No

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 rue, correct , and comp a Declaration of preparer (other than taxpayer or fiduciary ) is based on all information of which preparer has any knowledge belief , it i

ig

ture of office r/o r tru s

y ?^ reparer's 0 signature d Firm's name (or urs if self-employed ), address , and ZIP code ' BKD, LLP 211 N. BROADWAY, MO ST. LOUIS, SUI

JSA 9E14931 000

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

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

OMB No 1545-0047

2009
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 charitable 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

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 (I) Form 990 , Part VIII, line 1 h or ( ii) Form 990-EZ, line 1 Complete Parts I and 11 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, 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 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 Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF.

Schedule B (Form 990, 990-EZ, or 990-PF) (2009)

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16

Schedule B ( Form 990 , 990-EZ, or 990-PF) (2009) Name of organization THE BRUNNER FOUNDATION

Page

of

of Part I

Employer identification number

20-6768914 Contributors (see instructions)

(a) No. 1 JOHN G. (b) Name , address, and ZIP + 4 & JANELL S. BRUNNER $ 360,000. (c) Aggregate contributions (d) Type of contribution

1726 BUTTERNUT DRIVE

Person Payroll Noncash

ST.
(a) No.

LOUIS,

MO

63131
(c) Aggregate contributions

(Complete Part II if there is a n onc a s h con t ri b u ti on )

(d) Type of contribution

(b) Name , address , and ZIP + 4

Person Payroll Noncash (Complete Part II if there is a n oncas h con t ri b u t ion )

(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 nonca s h con t ri b u t ion

(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 n o n cas h con t ri b u ti o n )

(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 noncas h con t ri b u tion )

(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 contrib u ti o n )

SSA 9E1253 1 000 Schedule B (Form 990 , 990-EZ, or 990 -PF) (2009)

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THE BRUNNER FOUNDATION

20-6768914

FORM 990 -PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
P

Kind of Property Gross sale puce less

ex enses of sale

Description Cost or other FMV as of Add basis as of Excess of FMV over

ad i basis

Depreciation allowed /
a l lowabl e

Date acquired Gain or

( loss )

Date sold

TOTAL LONG-TERM CAPITAL GAIN DIVIDENDS

1,184.

MUTUAL FUNDS PROPERTY TYPE:

D SECURITIES

VAR

VAR

,927,873.

1,915,447.

12,426.

TOTAL GAIN (LOSS)

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

13,610.

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PAGE 15

THE BRUNNER FOUNDATION

20-6768914
ATTACHMENT 1

FORM 990PF,

PART I - DIVIDENDS AND INTEREST FROM SECURITIES

DESCRIPTION NON-DIVIDEND DISTRIBUTIONS TOTAL

REVENUE AND EXPENSES PER BOOKS 126,291.

NET INVESTMENT INCO ME 126,291.

126,291.

1 26,291.

ATTACHMENT
nfn^ n T -nr,-7 r /t i'nI n n_ n r. -) r I, n n n ,mr _fl 11 n

THE BRUNNER FOUNDATION

20-6768914
ATTACHMENT 2

FORM 990PF,

PART I - OTHER INCOME

DESCRIPTION OTHER INCOME TOTALS

REVENUE AND EXPENSES PER BOOKS 720. 720.

NET INVESTMENT INCO ME

720.
720.

ATTACHMENT 2
M n n ^i A T r^ n n^i r /r /n nI n A . n r . ^f r nw. IT nn r r-.n r+r' i n

THE BRUNNER FOUNDATION ATTACHMENT 3

20-6768914

FORM 990PF,

PART I - ACCOUNTING FEES

DESCRIPTION CPA FEES

REVENUE AND EXPENSES PER BOOKS 3,000.

NET INVESTMENT INCOME 1,500.

ADJUSTED NET INCOME

CHARITABLE PURPOSES 1,500.

TOTALS

3.000.

1,500.

0.

1, 500.

n^-n-7 A

rin'1 -7

r /f /'7nI n

n . ^r . -ir_ _

T7

nn

ATTACHMENT 3
r-. r^r^ ^n

THE BRUNNER FOUNDATION

20-6768914
ATTACHMENT 4

FORM 990PF,

PART I - OTHER PROFESSIONAL FEES

DESCRIPTION INVESTMENT FEES

REVENUE AND EXPENSES PER BOOKS 19,957

NET INVESTMENT INCOME19,957.

TOTALS

19,957.

19,957.

ATTACHMENT 4
n rn" A T ., n ' ,'7 r / / / n n I n A . n r. .'l r . r,we r, nn / r1T ,.r+ ^1 'I

THE BRUNNER FOUNDATION

20-6768914 ATTACHMENT 5

FORM 990PF,

PART I - TAXES

DESCRIPTION FOREIGN TAXES FEDERAL TAXES TOTALS

REVENUE AND EXPENSES PER BOOKS 1,458.

NET INVESTMENT INCOME1,458.

750.
2 ,208. 1,458.

ATTACHMENT 5
n r n-1 A T r'n n ' 7 r / r /'7 n'I n A . IN r . -1 r_ C' ^^ n n /' ^^r n7^ Cl Cl

THE BRUNNER FOUNDATION FORM 990PF, PART II - CORPORATE STOCK ATTACHMENT 6

20-6768914

DESCRIPTION

ENDING BOOK VALUE

ENDING FMV

MUTUAL FUNDS TOTALS

6,745,068.

5,534,820.

6, 745, 068.

5, 534, 820.

ATTACHMENT
n r n ^7 A T r^ n ' 1 r / r / n n i n n r1 r ^1 r r1L a n n r r, T r+r, r1 ^1

THE BRUNNER FOUNDATION FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 7

20-6768914

NAME AND ADDRESS

TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION

CONTRIBUTIONS TO EMPLOYEE COMPENSATION BENEFIT PLANS

EXPENSE ACCT AND OTHER ALLOWANCES

JOHN G. BRUNNER 1726 BUTTERNUT DRIVE ST. LOUIS, MO 63131

TRUSTEE

0.

0.

0.

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

TRUSTEE

0.

0.

0.

GRAND TOTALS

0.

ATTACHMENT 7
nr n-7 A -r r,n--7 r /11 /11 n1 n A . nr. . -ir T7 nn
11 T /" T 11 A

THE

BRUNNER

FOUNDATION

20-6768914

Fr)RM

9QDPP

PART YV

C,PAUTC

ANn r0NTRTPJITT

nNc

PAID

ni!RTNr

THR

Y'

ATTACHMENT 8

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

GRACE EVANGELISTIC MINISTRIES

P 0 BOX 111999

NONE
RELIGIOUS ORGANIZATION

RELIGIOUS PURPOSES

485,000

NASHVILLE,

TN 37222

TRUTH FOR LIFE P 0 BOX 398000 OH 44139

NONE RELIGIOUS ORGANIZATION

RELIGIOUS PURPOSES

300

CLEVELAND,

NATIONAL GALLERY OF ART 4TH AND CONSTITUTION AVENUE NW WASHINGTON, DC 20565

NONE ART GALLERY

SUPPORT OF ART GALLERY

5,500

FREEDOM ALLIANCE 22570 MARKET COURT, DULLES, VA 20166 SUITE 240

NONE CHARITABLE FOUNDATION

SUPPORT OF ORGANIZATIONAL COSTS

2,000

MCCABE EDUCATIONAL TRUST

NONE PUBLIC CHARITY

EDUCATION

10,000

"OTAL CONTRIBUTIONS PAID

ATTACHMENT 8

SCHEDULE D (Form 1041) Department of the Treasury

Internal Revenue Service

OMB No 1545-0092

Capital Gains and Losses

^ Attach 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

2009

Name of estate or trust THE BRUNNER

Employer identification number

Note : Form 5227 filers need to complete

onlyParts I and 11
(e ) Cost or other basis ( see page 4 of the instructions ) (f) Gain or (loss) for the entire year Subtract (e) from (d)

..

Short-Term Capital Gains and Losses - Assets Held One Year or Less
(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

la

b 2 3 4 5

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

.... . . . . . .. . ... . . ... . . ._________________ . . . . . ... . . .. . . .. . . . 2 3 4

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

Net short-term gain or (loss) from partnerships, S corporations, and other estates or trusts , , , , . , . , , Short-term capital loss carryover Enter the amount, if any, from line 9 of the 2008 Capital Loss Carryover Worksheet . . . .... .. . . . ... . . . . .. . . . . . . . . . . .. .. .. . . . . . .. . ... Net short-term gain or (loss). Combine lines la through 4 in column (f) Enter here and on line 13, column ( 3 ) on the back ^ Lonq-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

5
(f) Gain or (loss) for the entire year Subtract (e) from (d)

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

6a LONG-TERM CAPITAL GAIN DIVIDEND

1,184.

b Enter the long-term gain or (loss), if any, from Schedule D-1, line 6b . . .. . . . . . ... . . . . . . . . 7 8
9 10

6b 7 8
9 10 11 ^ 12

12,426.

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

Capital gain distributions . . . . .. . . . . .. . .... . ...... . . . . .. . . . . . . . . . .. ... Gain from Form 4797, Part I . . . . . . . . .. . . . .. . ...... . . . . . . . . .. . . . . . Long-term capital loss carryover Enter the amount, if any, from line 14 of the 2008 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

13,610.

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

Schedule D (Form 1041) 2009

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Schedule D ( Form 1041) 2009

Page 2

Summary of Parts I and II

13
14

(1) Beneficiaries '

( see page 5 )

(2) Estate's
or trust's

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

(3) Total

14a 14b 14c

15

13,610.

15

13,610.

Note : If line 15, column (3), is a net gain, enter the gain on Form 1041, line 4 (or Form 990-T, Part I, 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 Worksheet necessary I Loss Limitation

16

Enter here and enter as a (loss) on Form 1041, line 4 (or Form 990-T, Part I, line 4c, if a trust) , the smaller of 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, orif Form 1041, page 1, line 22 (or Form 990-T, line 34), is a loss, complete the CapitalLoss CarryoveMWorksheeton page 7 of the instructions to figure your capital loss carryover

Tax Computation Using Maximum Capital Gains Rates

Form 1041 filers. Complete this Dart 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 tnan 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) is 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 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) but not less than zero 18 Enter the estate's or trust's qualified dividends from Form 1041, line 2b(2) (or enter the qualified dividends included in income in Part I of Form 990-T) , 19 17

19

20 21 22 23
24 25

Add lines 18 and 19 ................ 20 If the estate or trust is filing Form 4952, enter the amount from line 4g, otherwise, enter -0, , ^ 21 Subtract line 21 from line 20 If zero or less, enter -0. . . .. . . .... . . Subtract line 22 from line 17 If zero or less, enter -0, , , , , , , , , , ,
Enter 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' E]Yes. Skip lines 27 thru 30 go to line 31 El NO. Enter the smaller of line 17 or line 22

22 23
24

26 27

25 26
27

28
29 30

Enter the amount from line 26 (If line 26 is blank, enter -0-)
Subtract line 28 from line 27 Multiply line 29 by 15% (15)

, , , , , , , ,

28

, , , , , , , , . 29 30 31 32 33 34 Schedule D ( Form 1041) 2009

31

Figure the tax on the amount on line 23 Use the 2009 Tax Rate Schedule for Estates and Trusts (seethe Schedule G Instructions in the instructions for Form 1041) , , , , , , , , , , , , , , , Add lines 30 and 31
Figure the tax on the amount on line 17 Use the 2009 Tax Rate Schedule for Estates and Trusts (seethe Schedule G instructions in the instructions for Form 1041) , , , , , , , , , , , , , , , , , , , , , Tax on all taxable income . Enter the smaller of line 32 or line 33 here and on Form 1041, Schedule

32
33 34

G. line 1a (or Form 990-T, line 36) . .. .. . . . . . . . . .. . . .. .. . . . . . . . . . . . . . . . . . .

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Schedule D- 1 (Form 1041) 2009 Name of estate or trust as shown on Form 1041 Do not enter name and employer identification number if shown on the other side Employer identification number

Page 2

THE BRUNNER FOUNDATION 13Mg Lon g -Term Ca p ital Gains and Losses - Assets Held More Than One Year
( b) Date acquired (mo . day. vr ) ( c) Date sold ( mo , day , yr) (d ) Sales puce (see page 4 of the instructions )

20-6768914
( 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 I I I 1,927,873.1 1,915,447.1 12,426.

6b Total. Combine the amounts in column (0 Enter here and on Schedule D, line 6b

12,426. . 1 Schedule D-1 (Form 1041) 2009

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