2024-06-13T15:48:43-05:00 2023-12-31 561355935 CULP ELLIOTT & CARPENTER PLLC 6801 CARNEGIE BLVD SUITE 400 CHARLOTTE NC 282113665 990PF 2023-01-01 271111359 THE BRUNNEMER FAMILY FOUNDATION BRUN 7043726118 6101 CARNEGIE BLVD 210 CHARLOTTE NC 28209 H KEITH BRUNNEMER JR CHAIRMAN/PRES 7043726118 2024-06-13 1 H KEITH BRUNNEMER JR 999009999 0 ANN K DIXON P00838176 7043726322 2024-05-30 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 290092 X X 14816 14816 4284 4284 18380 414000 18380 37480 37480 0 0 0 3828 0 3828 218 0 218 20 0 0 4066 0 4046 57000 57000 61066 0 61046 -23586 37480 -6 -5 -5 24697 235617 235617 165 37927 37927 2704 294183 59841 51776 356966 333380 290092 0 0 X 0 0 0 0 356966 333380 356966 333380 356966 333380 356966 -23586 0 333380 0 333380 BANK AMERICA CORP 5.150 08/15/23 P 2022-11-02 2023-08-15 50000 50568 -568 -568 BANK MONTREAL MEDIUM SR GLBL P 2023-10-18 2023-02-19 18000 17973 27 27 BAYCARE HEALTH SYS INC P 2023-10-18 2023-11-15 45000 45390 -390 -390 LENNOX INTL INC P 2023-10-18 2023-11-15 97000 97916 -916 -916 R. J. REYNOLDS TOBACCO COMPANY P 2022-11-02 2023-05-22 15000 15146 -146 -146 BANK AMERICA CORP VAR P 2011-10-03 2023-07-14 67000 55613 11387 11387 FORT JAMES CORP 7.750 P 2018-03-05 2023-11-15 10000 11502 -1502 -1502 GE AEROSPACE PERP JR SB GLBL P 2015-12-03 2023-03-15 55000 49128 5872 5872 GE AEROSPACE PERP JR SB GLBL P 2015-12-03 2023-09-15 47000 41982 5018 5018 INDEPENDENT BANK GROUP INC P 2020-01-08 2023-03-31 10000 10402 -402 -402 18380 521 0 521 0 521 0 0 1000 0 1000 12 467 467 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A H KEITH BRUNNEMER JR 7043726118 6101 CARNEGIE BLVD STE 210 CHARLOTTE NC 28209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H KEITH BRUNNEMER JR 6101 CARNEGIE BLVD STE 210 CHARLOTTE NC 28209 CHAIRMAN/PRES 0.00 0 0 0 H KEITH BRUNNEMER III 6101 CARNEGIE BLVD STE 210 CHARLOTTE NC 28209 VICE PRESIDENT 0.00 0 0 0 MARGARET B CARPENTER 6101 CARNEGIE BLVD STE 210 CHARLOTTE NC 28209 SECRETARY 0.00 0 0 0 ANNA B WILDER 6101 CARNEGIE BLVD STE 210 CHARLOTTE NC 28209 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 195908 129003 0 324911 0 0 324911 4874 320037 16002 16002 521 521 15481 0 15481 0 15481 61046 0 61046 15481 0 0 482744 61268 137387 681399 61046 0 0 0 15481 45565 0 0 726964 0 0 0 0 0 0 0 726964 482744 61268 137387 45565 H KEITH BRUNNEMER JR H KEITH BRUNNEMER III H KEITH BRUNNEMER JR 6101 CARNEGIE BLVD STE 210 CHARLOTTE NC 28209 7043726118 THE FOUNDATION MAKES GRANTS TO TAX-EXEMPT 501 (C)(3) CHARITIES AS DETERMINED BY THE FOUNDATION DIRECTORS AT PERIODIC MEETINGS. WHILE REQUEST FROM ELIGIBLE CHARITIES WILL BE CONSIDERED, NO FORM OR OTHER MATERIALS ARE REQUIRED TO BE SUBMITTED. SEE STATEMENT FOR LINE 2A SEE STATEMENT FOR LINE 2A CRISIS ASSISTANCE MINISTRY 500 A SPRATT ST CHARLOTTE NC 28206 NONE PUBLIC TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS AND FAMILIES IN FINANCIAL DISTRESS. 10000 EVANGELICAL LUTHERAN CHURCH IN AMERICA 8765 WEST HIGGINS ROAD CHICAGO IL 60631 NONE PUBLIC TO SHARE THE STORY OF JESUS AND THE ELCA BY ENGAGING WITH 1 MILLION NEW PEOPLE AS WE GROW THE CHURCH TOGETHER. THIS CONTRIBUTION IS TO AID IN EFFORTS IN UKRAINE. 20000 HOLY CROSS FAITH MEMORIAL CHURCH 113 BASKERVILL DRIVE PAWLEYS ISLAND SC 29585 NONE PUBLIC TO WORSHIP GOD AND SERVE THE COMMUNITY MINISTERING TO THE MANY IN NEED. 10000 LOAVES & FISHES 648 GRIFFITH ROAD SUITE B CHARLOTTE NC 28217 NONE PUBLIC TO PROVIDE FOOD AND GROCERIES TO NEIGHBORS FACING CHALLENGES. 5000 REELIN FOR RESEARCH 1852 BANKING ST 9333 GREENSBORO NC 27408 NONE PUBLIC PROVIDE FUNDS FOR RESEARCH TO HELP FIND A CURE FOR CANCER. 5000 THE GOOD FELLOWS CLUB PO BOX 34708 CHARLOTTE NC 28234 NONE PUBLIC TO PROVIDE SUPPORT TO PEOPLE IN NEED IN OUR COMMUNITY. 5000 THE SALVATION ARMY OF GREATER CHARLOTTE 4015 STUART ANDREW BLVD CHARLOTTE NC 28217 NONE PUBLIC SERVING THE NEEDS OF THE COMMUNITY THROUGH SERVICES RANGING FROM EMERGENCY ASSISTANCE, SHELTERING, ADULT REHAB, AND DISASTER RELIEF. 2000 57000 0 14 14816 14 4284 18 18380 0 37480 0 37480 0 0 0 0 0 0 0 0 0 0 TAX COMPLIANCE FEES 3828 0 3828 CORPORATE BONDS 59841 51776 CORPORATE STOCK 37927 2704 BANK FEES 20 0 0 TAX 218 0 218