CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC (EIN 20-2078473)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-07
IRS object ID
202443129349101414
Schema version
2023v5.1
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)
Return2024-11-07T10:32:21-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752599075PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HATTER & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16500 WEST FREEWAY SUITE 101AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76116ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202078473EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Cal & Ruth Brundrett Family Charitable Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAL&BusinessNameControlTxt
Phone9724676672PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 531139AddressLine1Txt
CityGrand PrairieCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75053ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeanine WalkerPersonNm
Person TitlePresidentPersonTitleTxt
Phone9724676672PhoneNum
Signature2024-11-06SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWalter D HatterPreparerPersonNm
PTINP00168769PTIN
Phone8173359258PhoneNum
Preparation2024-11-07PreparationDt
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$352,110FMVAssetsEOYAmt
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$13,971InterestOnSavRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$13,971TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$150LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$38OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,288TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,475ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,763TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,792ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,355CashBOYAmt
Cash EOY$40,754CashEOYAmt
Cash EOYFMV$40,754CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl BOY$288,596OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$268,405OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$268,405OtherNtsAndLoansRcvblEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$40,000OtherInvestmentsBOYAmt
Other Investments EOY$40,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$42,951OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$358,951TotalAssetsBOYAmt
Total Assets EOY$349,159TotalAssetsEOYAmt
Total Assets EOYFMV$352,110TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$358,951RetainedEarningBOYAmt
Retained Earning EOY$349,159RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$358,951TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$349,159TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$358,951TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$349,159TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$358,951TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,792ExcessRevenueOverExpensesAmt
Subtotal$349,159SubtotalAmt
Tot Net Ast Or Fund Balances EOY$349,159TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Individual With BooksJeanine WalkerIndividualWithBooksNm
Phone9724676672PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11622 Ernie LnAddressLine1Txt
CityGrand PrairieCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75052ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jeanine Walker
PO Box 531139Grand PrairieTX75053President0.25$0$0$0
Diann Edmondson
6123 Curzon AveFort WorthTX76116Sec/Treas0.25$0$0$0
Jackie Pennington Wier
1120 Macgregor LnGunterTX75058Vice-Pres0.25$0$0$0
Landon Walker
PO Box 885ArtesiaNM88210Director0.25$0$0$0
Laine Walker
206 Hancock AvenueNorristownPA19401Director0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Direct monetary gifts to support religious ministries and community service organizationsDescription1Txt
Expenses1$22,475Expenses1Amt
Description2Direct monetary gifts to support research organizationsDescription2Txt
Expenses2$0Expenses2Amt
Description3Direct monetary gifts to support educational organizationsDescription3Txt
Expenses3$0Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,567AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$311,356FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$346,923TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$346,923AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,204CashDeemedCharitableAmt
Net Vl Noncharitable Assets$341,719NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,086MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,086MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$17,086DistributableBeforeAdjAmt
Distributable Before Ded$17,086DistributableBeforeDedAmt
Distributable As Adjusted$17,086DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,086DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$25,313ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$43,625ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,200ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$23,115ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$131,253TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$131,253TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$17,086UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$25,313ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$105,940ExcessDistriCyovToNextYrAmt
Excess From Year4$43,625ExcessFromYear4Amt
Excess From Year3$21,200ExcessFromYear3Amt
Excess From Year2$23,115ExcessFromYear2Amt
Excess From Year1$18,000ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
First Baptist Church
950 Mayfield RdGrand PrairieTX75052PaidCharitable purposes$3,625
Grand Prairie Homeless Outreach Org
727 Hill St CGrand PrairieTX75050PaidCharitable Purposes$1,200
LWFC
Box 127HurstTX76053PaidCharitable Purposes$6,000
Circle Ministries to the Homeless
1909 Brookview DrArlingtonTX76010PaidCharitable Purposes$300
Isaiah 117 House
PO Box 842ElizabethtonTN37644PaidCharitable Purposes$1,550
YMCA of Metropolitan Dallas
1621 W Walnut Hill LnIrvingTX75038PaidCharitable Purposes$200
Honor Flight DFW
2201 Long Prairie Rd 107Flower MoundTX75022PaidCharitable Purposes$300
Lake Joe Pool 10k Pumpkinfest
PO Box 530203Grand PrairieTX75053PaidCharitable Purposes$500
Lifeline for Families
123 W Main StGrand PrairieTX75050PaidCharitable Purposes$2,500
Freedom Service Dogs
7193 S Dillon CtEnglewoodCO80112PaidCharitable Purposes$300
Greater Europe Mission
PO Box 5224WheatonIL60189PaidCharitable Purposes$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,475TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,971ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,971ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,971TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHatter & Assoc. Tax PrepCategoryTxt
Amt$1,100Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemHigh Ground InvestmentCategoryOrItemTxt
Book Value$40,000BookValueAmt
EOYFMV$42,951EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLaw Office of Frank Hagle LegalCategoryTxt
Legal Fees$150LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPostageDesc
Revenue And Expenses Per Books$38RevenueAndExpensesPerBooksAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.