DENNIS J BRAUNER CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DENNIS J BRAUNER CHARITABLE TR (EIN 86-6546533)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-23
IRS object ID
202233279349100703
Schema version
2021v4.0
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)
Return2022-11-23T10:15:11-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCYNTHIAPersonFirstNm
Person LastWALTERSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS FRANCKE CPAPreparerPersonNm
PTINP00830002PTIN
Phone5028222400PhoneNum
Preparation2022-11-23PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Application PendingYes (X)ApplicationPendingInd
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$106,710FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,517DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,517DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,517DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$5,404NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,804GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,481CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,922TotalRevAndExpnssAmt
Total Net Invst Incm$6,999TotalNetInvstIncmAmt
Total Adj Net Incm$2,518TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$755OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$755OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$755OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$34TaxesRevAndExpnssAmt
Taxes Net Invst Incm$34TaxesNetInvstIncmAmt
Taxes Adj Net Incm$34TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$789TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$789TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$789TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,789TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$789TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$789TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,133ExcessRevenueOverExpensesAmt
Net Investment Income$6,210NetInvestmentIncomeAmt
Adjusted Net Income$1,729AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$3,770CashEOYAmt
Cash EOYFMV$3,770CashEOYFMVAmt
Corporate Stock EOY$67,559CorporateStockEOYAmt
Corporate Stock EOYFMV$72,224CorporateStockEOYFMVAmt
Corporate Bonds EOY$30,804CorporateBondsEOYAmt
Corporate Bonds EOYFMV$30,716CorporateBondsEOYFMVAmt
Total Assets EOY$102,133TotalAssetsEOYAmt
Total Assets EOYFMV$106,710TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY$102,133NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances EOY$102,133TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$102,133TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$2,133ExcessRevenueOverExpensesAmt
Other Increases$100,000OtherIncreasesAmt
Subtotal$102,133SubtotalAmt
Tot Net Ast Or Fund Balances EOY$102,133TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,481CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$86InvestmentIncomeExciseTaxAmt
Subtotal$86SubtotalAmt
Tax Based On Investment Income$86TaxBasedOnInvestmentIncomeAmt
Tax Due$86TaxDueAmt

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$104,045AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,370AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$106,415TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$106,415AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,596CashDeemedCharitableAmt
Net Vl Noncharitable Assets$104,819NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,241MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,241MinimumInvestmentReturnAmt
Tax Based On Investment Income$86TaxBasedOnInvestmentIncomeAmt
Total Tax$86TotalTaxAmt
Distributable Before Adj$5,155DistributableBeforeAdjAmt
Distributable Before Ded$5,155DistributableBeforeDedAmt
Distributable As Adjusted$5,155DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,000ExpensesAndContributionsAmt
Qualifying Distributions$5,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,155DistributableAsAdjustedAmt
Qualifying Distributions$5,000QualifyingDistributionsAmt
Applied To Current Year$5,000AppliedToCurrentYearAmt
Undistributed Income CY$155UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DOCTORS WITHOUT BORDERS USA
40 RECTOR ST 16TH FLOORNEW YORKNY10006CHARITABLE$625
CATHOLIC CHARITIES OF THE ARCHDIOCE
PO BOX 070912MILWAUKEEWI532070912CHARITABLE$625
KENOSHA ACHIEVEMENT CENTER
1218 79TH STKENOSHAWI53143CHARITABLE$625
SCHOOL SISTERS OF ST FRANCIS
1501 S LAYTON BLVDMILWAUKEEWI53215CHARITABLE$625
ST JOSEPH CATHOLIC ACADEMY
2401 69TH STKENOSHAWI53143CHARITABLE$625
ASPCA
424 E 92ND STNEW YORKNY10128CHARITABLE$625
SALVATION ARMY USA
615 SLATERS LN 1112ALEXANDRIAVA22314CHARITABLE$625
SMILE TRAIN INC
633 3RD AVE 9TH FLOORNEW YORKNY10017CHARITABLE$625
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,517RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,404RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,922RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,922TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
AssetSYB - VARIOUS SECURITIESAssetDesc
Acquired2021-03AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2021-11SoldDt
Gross Sales Price$8,323GrossSalesPriceAmt
Basis$7,400BasisAmt
Total Net$923TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSYB - FIXED INCOME FUNDSBondNm
EOY Book Value$30,804EOYBookValueAmt
EOYFMV$30,716EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSYB - EQUITIESStockNm
EOY Book Value$67,559EOYBookValueAmt
EOYFMV$72,224EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINITIAL FUNDING OF TRUSTDesc
Amt$100,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
TRUSTEE FEES$227$227$227
TRUSTEE FEES$151$151$151
INVESTMENT MANAGEMENT FEES$377$377$377

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$34Amt
Net Investment Income$34NetInvestmentIncomeAmt
Adjusted Net Income$34AdjustedNetIncomeAmt

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