DENNIS J BRAUNER CHARITABLE TR: Form 990PF, tax year 2023

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Organization
DENNIS J BRAUNER CHARITABLE TR (EIN 86-6546533)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202403189349102695
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T16:10:00-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472587260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANCKE & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12505 BUSH RIDGE DRIVE SUITE BAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40245ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN866546533EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DENNIS J BRAUNER CHARITABLE TRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDENNBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 34290AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTOCK YARDS BANK TRUSTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5026250334PhoneNum
Signature2024-11-13SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS FRANCKE CPAPreparerPersonNm
PTINP00830002PTIN
Phone5028222400PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$92,237FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$168InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$168InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$168InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,229DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,229DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,229DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$577NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,566GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$52CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,820TotalRevAndExpnssAmt
Total Net Invst Incm$2,449TotalNetInvstIncmAmt
Total Adj Net Incm$2,397TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$882OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$882OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$882OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$21TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21TaxesNetInvstIncmAmt
Taxes Adj Net Incm$21TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$903TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$903TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$903TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,598ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,598ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,501TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$903TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$903TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,598TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,681ExcessRevenueOverExpensesAmt
Net Investment Income$1,546NetInvestmentIncomeAmt
Adjusted Net Income$1,494AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,280CashBOYAmt
Sav And Temp Cash Invst EOY$3,585SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,585SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$65,531CorporateStockBOYAmt
Corporate Stock EOY$58,075CorporateStockEOYAmt
Corporate Stock EOYFMV$63,528CorporateStockEOYFMVAmt
Corporate Bonds BOY$23,284CorporateBondsBOYAmt
Corporate Bonds EOY$25,278CorporateBondsEOYAmt
Corporate Bonds EOYFMV$25,124CorporateBondsEOYFMVAmt
Total Assets BOY$90,095TotalAssetsBOYAmt
Total Assets EOY$86,938TotalAssetsEOYAmt
Total Assets EOYFMV$92,237TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$90,095NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$86,938NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$90,095TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$86,938TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$90,095TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$86,938TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$90,095TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,681ExcessRevenueOverExpensesAmt
Subtotal$87,414SubtotalAmt
Other Decreases$476OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$86,938TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$52CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21InvestmentIncomeExciseTaxAmt
Subtotal$21SubtotalAmt
Tax Based On Investment Income$21TaxBasedOnInvestmentIncomeAmt
Tax Due$21TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STOCK YARDS BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5026251845PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 34290AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40232ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STOCK YARDS BANK & TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 34290AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40232ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$84,802AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,432AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$87,234TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$87,234AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,309CashDeemedCharitableAmt
Net Vl Noncharitable Assets$85,925NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,296MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,296MinimumInvestmentReturnAmt
Tax Based On Investment Income$21TaxBasedOnInvestmentIncomeAmt
Total Tax$21TotalTaxAmt
Distributable Before Adj$4,275DistributableBeforeAdjAmt
Distributable Before Ded$4,275DistributableBeforeDedAmt
Distributable As Adjusted$4,275DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,598ExpensesAndContributionsAmt
Qualifying Distributions$3,598QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,275DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$335ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$335TotalExcessDistributionCyovAmt
Qualifying Distributions$3,598QualifyingDistributionsAmt
Applied To Current Year$3,598AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$335ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$335ExcessDistributionCyovAppCYAmt
Undistributed Income CY$342UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DOCTORS WITHOUT BORDERS USA
40 RECTOR ST 16TH FLOORNEW YORKNY10006CHARITABLE$514
CATHOLIC CHARITIES OF THE ARCHDIOCE
PO BOX 070912MILWAUKEEWI532070912CHARITABLE$514
KENOSHA ACHIEVEMENT CENTER
1218 79TH STKENOSHAWI53143CHARITABLE$514
SCHOOL SISTERS OF ST FRANCIS
1501 S LAYTON BLVDMILWAUKEEWI53215CHARITABLE$514
ST JOSEPH CATHOLIC ACADEMY
2401 69TH STKENOSHAWI53143CHARITABLE$514
ASPCA
424 E 92ND STNEW YORKNY10128CHARITABLE$514
SALVATION ARMY USA
615 SLATERS LN 1112ALEXANDRIAVA22314CHARITABLE$514
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,598TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$168RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,229RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$577RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,820RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,820TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

How AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
PURCHASE$10,717$11,147-$430
PURCHASE$6,797$6,996-$199

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSYB - FIXED INCOME FUNDSBondNm
EOY Book Value$25,278EOYBookValueAmt
EOYFMV$25,124EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSYB - EQUITIESStockNm
EOY Book Value$58,075EOYBookValueAmt
EOYFMV$63,528EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTS TO DNIDesc
Amt$476Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
TRUSTEE FEES$221$221$221
TRUSTEE FEES$220$220$220
INVESTMENT MANAGEMENT FEES$441$441$441

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$21Amt
Net Investment Income$21NetInvestmentIncomeAmt
Adjusted Net Income$21AdjustedNetIncomeAmt

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