BRUNETTI FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BRUNETTI FAMILY CHARITABLE FOUNDATION (EIN 47-1950794)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-02
IRS object ID
201941229349101834
Schema version
2018v3.1
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)
Return2019-05-02T16:51:41-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12929 Allen Parkway 20th FloorAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770197100ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471950794EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Brunetti Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WAYNE BRUNETTIInCareOfNm
Business Name ControlBRUNBusinessNameControlTxt
Phone9703894608PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 Kirby Drive Box 22 Suite 6NWAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWAYNE BRUNETTIPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGregg E SteffenPreparerPersonNm
PTINP00004204PTIN
Phone7139601706PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.7.148.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id79649420191225000040FederalOriginalSubmissionId
Federal Original Submission Id2019-05-02FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC0299963539DAE0192EE5F7D493CB41FAD424D7AtSubmissionCreationDeviceId
At Submission Filing Device Id04C861604B7D13370E99EF2399248A673415F61AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,101,393FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$66,176DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,176DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$25,285OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$25,285OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$40,891TotalRevAndExpnssAmt
Total Net Invst Incm$40,891TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,595AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,595AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$14,968TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$21,563TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,595TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,563TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$81,595TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$55,672ExcessRevenueOverExpensesAmt
Net Investment Income$40,891NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$53,936CashBOYAmt
Cash EOY$7,895CashEOYAmt
Cash EOYFMV$7,895CashEOYFMVAmt
Sav And Temp Cash Invst BOY$18,922SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,283SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,283SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,313,464CorporateStockBOYAmt
Corporate Stock EOY$2,078,215CorporateStockEOYAmt
Corporate Stock EOYFMV$2,078,215CorporateStockEOYFMVAmt
Total Assets BOY$1,386,322TotalAssetsBOYAmt
Total Assets EOY$2,101,393TotalAssetsEOYAmt
Total Assets EOYFMV$2,101,393TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,386,322RetainedEarningBOYAmt
Retained Earning EOY$2,101,393RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,386,322TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,101,393TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,386,322TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,101,393TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,386,322TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$55,672ExcessRevenueOverExpensesAmt
Other Increases$770,743OtherIncreasesAmt
Subtotal$2,101,393SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,101,393TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$64,065AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,714,341NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03737DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,035,252NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050471DistributionYr2Rt
Adjusted Qlfy Distri Yr3$104,220AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$948,520NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.109876DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,034,166NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Total Distribution0.197717TotalDistributionRt
Average Distribution0.049429AverageDistributionRt
Net Vl Noncharitable Assets$1,843,252NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$91,110AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$409NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$91,519AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$81,595QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$818InvestmentIncomeExciseTaxAmt
Subtotal$818SubtotalAmt
Tax Based On Investment Income$818TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,877EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,877TotalPaymentsAndCreditsAmt
Overpayment$7,059OverpaymentAmt
Applied To ES Tax$7,059AppliedToESTaxAmt

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 Line1WAYNE BRUNETTIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9703894608PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12121 KIRBY DRIVE BOX 22 6NWAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Wayne Brunetti
2121 Kirby Drive Box 22HoustonTX77019President0.5$0$0$0
Mary Brunetti
2121 Kirby Drive Box 22HoustonTX77019Vice President0.25$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

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$1,818,836AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,486AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,871,322TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,871,322AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,070CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,843,252NetVlNoncharitableAssetsAmt
Minimum Investment Return$92,163MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$92,163MinimumInvestmentReturnAmt
Tax Based On Investment Income$818TaxBasedOnInvestmentIncomeAmt
Total Tax$818TotalTaxAmt
Distributable Before Adj$91,345DistributableBeforeAdjAmt
Distributable Before Ded$91,345DistributableBeforeDedAmt
Distributable As Adjusted$91,345DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$81,595ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$81,595QualifyingDistributionsAmt
Adjusted Qualifying Distri$81,595AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$91,345DistributableAsAdjustedAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr3$30,183ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,220ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$31,403TotalExcessDistributionCyovAmt
Qualifying Distributions$81,595QualifyingDistributionsAmt
Applied To Current Year$81,595AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$9,750ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,750ExcessDistributionCyovAppCYAmt
Total Corpus$21,653TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$21,653ExcessDistriCyovToNextYrAmt
Excess From Year3$20,433ExcessFromYear3Amt
Excess From Year2$1,220ExcessFromYear2Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWAYNE BRUNETTIContributingManagerNm
Contributing ManagerMARY BRUNETTIContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HOUSTON GRAND OPERA
510 PRESTON STREETHOUSTONTX770020174GENERAL SUPPORT$5,000
LUPUS FOUNDATION OF AMERICA
2121K STREETWASHINGTONDC200371830GENERAL SUPPORT$500SUITE 200
HOUSTON AREA WOMENS CENTER
1010 WAUGHHOUSTONTX77019GENERAL SUPPORT$2,000
PHI GAMMA DELTA EDUCATIONAL EDUCATION
PO BOX 4599LEXINGTONKY40544GENERAL SUPPORT$2,500
KEYSTONE SCIENCE SCHOOL
1053 SODA RIDGE ROADKEYSTONECO80435GENERAL SUPPORT$5,500
LAMAR ATHLETIC BOOSTER CLUB
3325 WESTHEIMER RDHOUSTONTX77098GENERAL SUPPORT$1,500
DENVER RESCUE MISSION
6100 SMITH ROADDENVERCO80216GENERAL SUPPORT$1,000
CHILDRENS HOSPITAL COLORADO FOUNDATION
13123 E 16TH AVENUEAURORACO80045GENERAL SUPPORT$1,000BOX 045
PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
7155 EAST 38TH AVEDENVERCO80207GENERAL SUPPORT$1,000
COLORADO PUBLIC RADIO
7409 ALTON CTCENTENNIALCO80112GENERAL SUPPORT$1,000
MIND SPRINGS HEALTH
PO BOX 40GLENWOOD SPRINGSCO81602GENERAL SUPPORT$2,000
CHILDREN'S DIABETES FOUNDATION
4380 S SYRACUSE STDENVERCO80237GENERAL SUPPORT$1,000SUITE 430
MERCURY
3100 TIMMONS LNHOUSTONTX770275966GENERAL SUPPORT$5,000SUITE 201
MISSION HILLS AFTER SCHOOL PROGRAM
1 HARVARD YARDCAMBRIDGEMA02138GENERAL SUPPORT$5,000
THREE PEAKS SCHOLARSHIP FUND
PO BOX 26830SILVERTHORNECO80497GENERAL SUPPORT$2,000
SUMMIT COMMUNITY CARE CLINIC
PO BOX 4337FRISCOCO80443GENERAL SUPPORT$2,000
BISHOP KENNY HIGH SCHOOL ANNUAL FUND
1055 KINGMAN AVEJACKSONVILLEFL32207GENERAL SUPPORT$1,500
FAMILY & INTERCULTURAL RESOURCE CENTER
PO BOX 1636SILVERTHORNECO80498GENERAL SUPPORT$3,000
THE SUMMIT FOUNDATION
PO BOX 4000BRECKENRIDGECO80424GENERAL SUPPORT$25,000
SUMMIT COUNTY LIBRARY FOUNDATION
PO BOX 770FRISCOCO80443GENERAL SUPPORT$500
HOUSTON FOOD BANK
535 PORTWALL STREETHOUSTONTX77029GENERAL SUPPORT$1,000
COLORADO FOURTEENERS INITIATIVE
1600 JACKSON STREETGOLDENCO80401GENERAL SUPPORT$500SUITE 352
ALPENGLOW CHAMBER MUSIC FESTIVAL
PO BOX 840DILLONCO804350840GENERAL SUPPORT$500
TRI DELTA FOUNDATION
14951 NORTH DALLAS PARKWAYDALLASTX752547892GENERAL SUPPORT$5,000SUITE 500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66,155ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm-$25,285UnrelatedBusinessTaxblIncmAmt
Exclusion41ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$25,285UnrelatedBusinessTaxblIncmAmt
Exclusion$66,176ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,891TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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)
CategoryTAX PREP FEESCategoryTxt
Amt$6,595Amt
Disbursements Charitable Prps$6,595DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAMERITRADEStockNm
EOY Book Value$2,078,215EOYBookValueAmt
EOYFMV$2,078,215EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Enterprise Products Partners-$6,380-$6,380
Enable Midstream Partners-$18,905-$18,905

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescACCUMULATED UNREALIZED GAIN/LOSSDesc
Amt$770,743Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURYCategoryTxt
Amt$14,968Amt

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