BRUNETTI FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRUNETTI FAMILY CHARITABLE FOUNDATION (EIN 47-1950794)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-25
- IRS object ID
- 202020859349100502
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-25T09:27:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Allen Parkway 20th Floor | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770197100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471950794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brunetti Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WAYNE BRUNETTI | InCareOfNm |
| Business Name Control | BRUN | BusinessNameControlTxt |
| Phone | 9703894608 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 Kirby Drive Box 22 Suite 6NW | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE BRUNETTI | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gregg E Steffen | PreparerPersonNm |
| PTIN | P00004204 | PTIN |
| Phone | 7139601706 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,521,981 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $75,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $74,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $87,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,580 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$14,049 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$14,049 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $143,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,861 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,964 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,964 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $2,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,364 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,497 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,861 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,895 | CashBOYAmt |
| Cash EOY | $4,011 | CashEOYAmt |
| Cash EOYFMV | $4,011 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,283 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,051 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,051 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,078,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,498,919 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,498,919 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,101,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,521,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,521,981 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,101,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,521,981 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,101,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,521,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,101,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,521,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,101,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,497 | ExcessRevenueOverExpensesAmt |
| Other Increases | $375,091 | OtherIncreasesAmt |
| Subtotal | $2,521,981 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,521,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TD AMERITRADE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2019-08-01 | SoldDt |
| Gross Sales Price | $87,078 | GrossSalesPriceAmt |
| Cost Or Other Basis | $78,498 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,580 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,580 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,580 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,595 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,843,252 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044267 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,065 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,714,341 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03737 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,035,252 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050471 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $948,520 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109876 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,034,166 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.241984 | TotalDistributionRt |
| Average Distribution | 0.048397 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,333,564 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,937 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $689 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,626 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,364 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,377 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,377 | SubtotalAmt |
| Tax Based On Investment Income | $1,377 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,059 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,059 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,682 | OverpaymentAmt |
| Applied To ES Tax | $5,682 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE BRUNETTI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9703894608 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 KIRBY DRIVE BOX 22 6NW | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Wayne Brunetti | ||||||||
| 2121 Kirby Drive Box 22 | Houston | TX | 77019 | President | 0.5 | $0 | $0 | $0 |
| Mary Brunetti | ||||||||
| 2121 Kirby Drive Box 22 | Houston | TX | 77019 | Vice President | 0.25 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,321,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,369,101 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,369,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,333,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,678 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,678 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,377 | TotalTaxAmt |
| Distributable Before Adj | $115,301 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $115,301 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $115,301 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,364 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $98,364 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $98,364 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,301 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $20,433 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,220 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $21,653 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,364 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $98,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $16,937 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,937 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,716 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,716 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,496 | ExcessFromYear4Amt |
| Excess From Year3 | $1,220 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WAYNE BRUNETTI | ContributingManagerNm |
| Contributing Manager | MARY BRUNETTI | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| HOUSTON GRAND OPERA | ||||||
| 510 PRESTON STREET | HOUSTON | TX | 770020174 | GENERAL SUPPORT | $5,000 | |
| HOUSTON AREA WOMENS CENTER | ||||||
| 1010 WAUGH | HOUSTON | TX | 77019 | GENERAL SUPPORT | $5,000 | |
| PHI GAMMA DELTA EDUCATIONAL EDUCATION | ||||||
| PO BOX 4599 | LEXINGTON | KY | 40544 | GENERAL SUPPORT | $5,000 | |
| KEYSTONE SCIENCE SCHOOL | ||||||
| 1053 SODA RIDGE ROAD | KEYSTONE | CO | 80435 | GENERAL SUPPORT | $5,500 | |
| CHILDRENS HOSPITAL COLORADO FOUNDATION | ||||||
| 13123 E 16TH AVENUE | AURORA | CO | 80045 | GENERAL SUPPORT | $500 | BOX 045 |
| MERCURY | ||||||
| 3100 TIMMONS LN | HOUSTON | TX | 770275966 | GENERAL SUPPORT | $10,000 | SUITE 201 |
| THREE PEAKS SCHOLARSHIP FUND | ||||||
| PO BOX 26830 | SILVERTHORNE | CO | 80497 | GENERAL SUPPORT | $5,000 | |
| SUMMIT COMMUNITY CARE CLINIC | ||||||
| PO BOX 4337 | FRISCO | CO | 80443 | GENERAL SUPPORT | $2,500 | |
| BISHOP KENNY HIGH SCHOOL ANNUAL FUND | ||||||
| 1055 KINGMAN AVE | JACKSONVILLE | FL | 32207 | GENERAL SUPPORT | $2,000 | |
| FAMILY & INTERCULTURAL RESOURCE CENTER | ||||||
| PO BOX 1636 | SILVERTHORNE | CO | 80498 | GENERAL SUPPORT | $5,000 | |
| THE SUMMIT FOUNDATION | ||||||
| PO BOX 4000 | BRECKENRIDGE | CO | 80424 | GENERAL SUPPORT | $25,000 | |
| SUMMIT COUNTY LIBRARY FOUNDATION | ||||||
| PO BOX 770 | FRISCO | CO | 80443 | GENERAL SUPPORT | $500 | |
| HOUSTON FOOD BANK | ||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | GENERAL SUPPORT | $5,000 | |
| COLORADO FOURTEENERS INITIATIVE | ||||||
| 1600 JACKSON STREET | GOLDEN | CO | 80401 | GENERAL SUPPORT | $1,000 | SUITE 352 |
| JUNIOR ACHIEVEMENT - ROCKY MOUNTAINS | ||||||
| 1445 MARKET STREET SUITE 200 | DENVER | CO | 80202 | GENERAL SUPPORT | $1,000 | |
| NATIONAL EATING DISORDER ASSOCIATION | ||||||
| 200 W 41 ST SUITE 1203 | NEW YORK | NY | 10036 | GENERAL SUPPORT | $500 | |
| SEVEN ACRES | ||||||
| 6250 N BRAESWOOD | HOUSTON | TX | 77074 | GENERAL SUPPORT | $100 | |
| LAKE DILLION THEATRE COMPANY | ||||||
| PO BOX 1759 | SILVERTHORNE | CO | 80498 | GENERAL SUPPORT | $10,000 | |
| THE GATHERING PLACE | ||||||
| 1535 HIGH STREET | DENVER | CO | 80218 | GENERAL SUPPORT | $2,000 | |
| THE DELORES PROJECT | ||||||
| PO BOX 1406 | DENVER | CO | 802011406 | GENERAL SUPPORT | $2,000 | |
| MS SOCIETY | ||||||
| 8111 N STADIUM DR SUITE 100 | HOUSTON | TX | 77054 | GENERAL SUPPORT | $1,000 | |
| THE ENDANGERED LANGUAGE FUND | ||||||
| 300 GEORGE STREET SUITE 900 | NEW HAVEN | CT | 06511 | GENERAL SUPPORT | $1,000 | |
| LONESTAR BBYO | ||||||
| 9000 S RICE STREET | HOUSTON | TX | 77096 | GENERAL SUPPORT | $300 | |
| DOMUS PACIS | ||||||
| PO BOX 3366 | BRECKENRIDGE | CO | 80424 | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,330 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$14,049 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 41 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$14,049 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,861 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WAYNE MARY BRUNETTI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 KIRBY DRIVE BOX 22 6NW | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $75,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAX PREP FEES | $2,900 | $2,900 |
| BANK FEES | $64 | $64 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERITRADE | StockNm |
| EOY Book Value | $2,498,919 | EOYBookValueAmt |
| EOYFMV | $2,498,919 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Enterprise Products Partners | -$2,645 | -$2,645 |
| Enable Midstream Partners | -$11,404 | -$11,404 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCUMULATED UNREALIZED GAIN/LOSS | Desc |
| Amt | $375,091 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
Comments