CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC (EIN 20-2078473)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202113199349104711
Schema version
2020v4.1
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)
Return2021-11-15T10:43:33-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11300 S UNIVERSITY DR STE 620AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76107ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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 530806AddressLine1Txt
CityGrand PrairieCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75053ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeanine WalkerPersonNm
Person TitlePresidentPersonTitleTxt
Phone9724676672PhoneNum
Signature2021-11-10SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJeaninePersonFirstNm
Person LastWalkerPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWalter D HatterPreparerPersonNm
PTINP00168769PTIN
Phone8173359258PhoneNum
Preparation2021-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$355,392FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,189ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$16,778InterestOnSavRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$21,967TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$188LegalFeesRevAndExpnssAmt
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$0OtherExpensesRevAndExpnssAmt
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$21,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,488TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$521ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,451CashBOYAmt
Cash EOY$29,314CashEOYAmt
Cash EOYFMV$29,314CashEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl BOY$343,462OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$326,078OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$326,078OtherNtsAndLoansRcvblEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$355,913TotalAssetsBOYAmt
Total Assets EOY$355,392TotalAssetsEOYAmt
Total Assets EOYFMV$355,392TotalAssetsEOYFMVAmt
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$355,913RetainedEarningBOYAmt
Retained Earning EOY$355,392RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$355,913TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$355,392TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$355,913TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$355,392TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$355,913TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$521ExcessRevenueOverExpensesAmt
Subtotal$355,392SubtotalAmt
Tot Net Ast Or Fund Balances EOY$355,392TotNetAstOrFundBalancesEOYAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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 Line1514 LovellAddressLine1Txt
CityGrand PrairieCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75050ZIPCd
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
514 LovellGand PrairieTX75050President0.25$0$0$0
Diann Edmondson
6111 Curzon AveFort WorthTX76116Sec/Treas0.25$0$0$0
Jackie Pennington
4107 Bishop CreekArlingtonTX76016Vice-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$21,200Expenses1Amt
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$2,443AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$326,078FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$328,521TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$328,521AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,928CashDeemedCharitableAmt
Net Vl Noncharitable Assets$323,593NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,180MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,180MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$16,180DistributableBeforeAdjAmt
Distributable Before Ded$16,180DistributableBeforeDedAmt
Distributable As Adjusted$16,180DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,200ExpensesAndContributionsAmt
Qualifying Distributions$21,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$21,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,180DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,673ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$119,900ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,313ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$43,625ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$215,511TotalExcessDistributionCyovAmt
Qualifying Distributions$21,200QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$21,200RemainingDistriFromCorpusAmt
Total Corpus$236,711TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$16,180UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$236,711ExcessDistriCyovToNextYrAmt
Excess From Year4$26,673ExcessFromYear4Amt
Excess From Year3$119,900ExcessFromYear3Amt
Excess From Year2$25,313ExcessFromYear2Amt
Excess From Year1$43,625ExcessFromYear1Amt
Excess From Current Year$21,200ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
First Baptist Church
950 Mayfield RdGrand PrairieTX75052PaidCharitable purposes$7,550
Children First
202 College StreetGrand PrairieTX75050PaidCharitable Purposes$1,500
American Legion #274
110 West InezBeevilleTX78102PaidCharitable Purposes$500
Grand Prairie Homeless Outreach Org
727 Hill St CGrand PrairieTX75050PaidCharitable Purposes$250
South American Mission
1021 Maxwell Hill RdFt MillSC29708PaidCharitable Purposes$350
Lake Joe Pool 10K Pumpkinfest
PO Box 530203Grand PrairieTX75050PaidCharitable Purposes$500
LWFC
Box 127HurstTX76053PaidCharitable Purposes$6,000
Denman Baptist Church
1807 E DenmanLufkinTX75902PaidCharitable Purposes$900
Lifeline Shelter for Families Inc
123 W Main StreetGrand PrairieTX75051PaidCharitable Purposes$650
Alzheimers Association NM Chapter
6731 Academy Road NEAlbuquerqueNM87109PaidCharitable Purposes$100
Alzheimers Assoc N Central TX
2630 W Freeway 100Fort WorthTX76102PaidCharitable Purposes$75
Broadview Baptist Church
2500 South 27th StreetAbileneTX79605PaidCharitable Purposes$100
First Baptist Church of Hurst
1801 Norwood DriveHurstTX76054PaidCharitable Purposes$250
MacArthur Blvd Baptist Church
8001 Mustang DriveIrvingTX75063PaidCharitable Purposes$100
Grand Prairie Food & Clothing
118 NE 4th StreetGrand PrairieTX75050PaidCharitable Purposes$250
Grand Prairie Historical Organization
PO Box 531073Grand PrairieTX75053PaidCharitable Purposes$100
Grand Prairie United Charities
1417 Densman StreetGrand PrairieTX75051PaidCharitable Purposes$200
Honor Flight Inc
2201 Long Prairie Road Ste 107-376Flower MoundTX75022PaidCharitable Purposes$100
Immaculate Conception Catholic Church
610 NE 17th StreetGrand PrairieTX75050PaidCharitable Purposes$100
Meadowbrook Baptist Church
1207 N Old Robinson RdWacoTX76706PaidCharitable Purposes$250
Rotary Club of Grand Prairie Foundation Inc
PO Box 530182Grand PrairieTX75053PaidCharitable Purposes$1,000
Shriners Hospitals for Children
2900 Rocky Point DriveTampaFL33607PaidCharitable Purposes$100
St Judge Children's Research Hospital
262 Danny Thomas PlMemphisTN38105PaidCharitable Purposes$75
Texas Scottish Rite Hospital for Children
2222 Welborn StreetDallasTX75219PaidCharitable Purposes$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,778ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16,778ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,778TotalIncomeProducingActyAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLaw Office of Frank Hagle LegalCategoryTxt
Legal Fees$188LegalFeesAmt

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