CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC (EIN 20-2078473)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-18
IRS object ID
201721389349100607
Schema version
2016v3.0
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)
Return2017-05-18T13:40:09-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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
ZIP761075766ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Phone9722630066PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 HintonAddressLine1Txt
CityGrand PrairieCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAL BRUNDRETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9722630066PhoneNum
Signature2017-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWALTER D HATTERPreparerPersonNm
Phone8173359258PhoneNum
Preparation2017-05-18PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.215.73.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-18IPDt
IP Tm13:40:04IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id26E31C6EDA216DB77B144605F4E50C9F4DEA3796AtSubmissionCreationDeviceId
At Submission Filing Device Id82C338044E0BF04AFE0399D6C5B4B88F4B66228AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$154,135FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$126,861ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$126,861TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Taxes Rev And Expnss$682TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$682TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$95,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$95,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,182TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$95,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,679ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$103,456CashBOYAmt
Cash EOY$134,135CashEOYAmt
Cash EOYFMV$134,135CashEOYFMVAmt
Corporate Stock BOY$20,000CorporateStockBOYAmt
Corporate Stock EOY$20,000CorporateStockEOYAmt
Corporate Stock EOYFMV$20,000CorporateStockEOYFMVAmt
Total Assets BOY$123,456TotalAssetsBOYAmt
Total Assets EOY$154,135TotalAssetsEOYAmt
Total Assets EOYFMV$154,135TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$123,456RetainedEarningBOYAmt
Retained Earning EOY$154,135RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$123,456TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$154,135TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$123,456TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$154,135TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$123,456TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,679ExcessRevenueOverExpensesAmt
Subtotal$154,135SubtotalAmt
Tot Net Ast Or Fund Balances EOY$154,135TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$30,207AdjustedQlfyDistriYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,198AdjustedQlfyDistriYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$17,250AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$80,935NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.213134DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,050AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$79,749NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.263953DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,302AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$72,676NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045435DistributionYr5Rt
Total Distribution0.522522TotalDistributionRt
Average Distribution0.104504AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$95,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
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 FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCALVIN C BRUNDRETTIndividualWithBooksNm
Phone9722630066PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1610 HintonAddressLine1Txt
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CALVIN C BRUNDRETT
610 HintonGrand PrairieTX75050PRESIDENT10.00$0$0$0
RUTH S BRNDRETT
610 HintonGrand PrairieTX75050VicePresident10.00$0$0$0
JEANINE WALKER
514 LovellGand PrairieTX75050Secretary10.00$0$0$0
LARRY C BRUNDRETT
6924 CR 527BurlesonTX76028Treasurer10.00$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 ministriesand community service organizationsDescription1Txt
Expenses1$92,900Expenses1Amt
Description2Direct monetary gifts to support research organizationsDescription2Txt
Expenses2$100Expenses2Amt
Description3Direct monetary gifts to support educational organizationsDescription3Txt
Expenses3$2,500Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$95,500ExpensesAndContributionsAmt
Qualifying Distributions$95,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$95,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$20,198ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,875ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$51,073TotalExcessDistributionCyovAmt
Qualifying Distributions$95,500QualifyingDistributionsAmt
Remaining Distri From Corpus$95,500RemainingDistriFromCorpusAmt
Total Corpus$146,573TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$146,573ExcessDistriCyovToNextYrAmt
Excess From Year2$20,198ExcessFromYear2Amt
Excess From Year1$30,875ExcessFromYear1Amt
Excess From Current Year$95,500ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$95,500CurrentYearAmt
Year1$30,875Year1Amt
Year2$20,198Year2Amt
Year3$17,250Year3Amt
Total$163,823TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$95,500CurrentYearAmt
Year1$30,875Year1Amt
Year2$20,198Year2Amt
Year3$17,250Year3Amt
Total$163,823TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$134,135CurrentYearAmt
Year1$123,456Year1Amt
Year2$74,381Year2Amt
Year3$82,125Year3Amt
Total$414,097TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$134,135CurrentYearAmt
Year1$123,456Year1Amt
Year2$74,381Year2Amt
Year3$82,125Year3Amt
Total$414,097TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEANINE JASPER WALKERContributingManagerNm
Shareholder ManagerJEANINE WALKERShareholderManagerNm
Shareholder ManagerLARRY BRUNDRETTShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
First Baptist Church
122 NE 2nd StGrand PrairieTX75050PaidCharitable purposes$4,750
Lay Witnesses for Christ
PO Box 127HurstTX76053PaidCharitable purposes$51,700
Alzheimer's Association
2630 West Fwy Suite 100Fort WorthTX76102PaidResearch$100
Life Line Shelter
202 College stGrandpraireTX75050PaidCharitable Purposes$1,450
Calvary Baptist Church
401 West ChurchGrand PrairieTX75050PaidCharitable Purposes$700
Children First
202 College StreetGrand PrairieTX75050PaidCharitable Purposes$1,000
Boys & Girls Clubs
2907 Linfield RdDallasTX75216PaidCharitable Purposes$2,000
South Texas Children's Home
PO Box 759BeevilleTX78104PaidCharitable Purposes$500
World Baptist Fellowship
3001 W Division StreetArlingtonTX76012PaidCharitable Purposes$4,000
New Testament Baptist Church
2203 Smith Barry RoadArlingtonTX76013PaidCharitable Purposes$750
Inglewood Baptist Church
1901 S Carrier PkwyGrand PrairieTX75051PaidCharitable Purposes$500
TMPA Charities
6200 La Calma Drive Ste 200AustinTX78752PaidCharitable Purposes$10,000
Vested Interest in K9s
PO Box 9East TauntonMA02718PaidCharitable Purposes$1,050
Freedom Service Dogs
7193 S Dillon CtEnglewoodCO80112PaidCharitable Purposes$1,250
Mutts with a Mission
PO Box 4147SuffolkVA23439PaidCharitable Purposes$1,250
Guardian Angels Medical Service Dogs
3251 NE 180th AvenueWillistonFL32696PaidCharitable Purposes$250
Paws for Purple Hearts
5860 Labath Avenue Ste ARohnert ParkCA94928PaidCharitable Purposes$1,000
Arlington Baptist College
3001 W DivisionArlingtonTX76012PaidCharitable Purposes$2,500
Radiant Life Church
1910 SE 14th StreetGrand PrairieTX75051PaidCharitable Purposes$2,000
Lake Joe Pool Pumpkin Run
5700 Lake Ridge PkwyGrand PrairieTX75052PaidCharitable Purposes$250
For the Troops
PO Box 12Simi ValleyCA93062PaidCharitable Purposes$500
Honor Flight DFW
2201 Long Prairie Rd Ste 107 PMB 37Flower MoundTX75022PaidCharitable Purposes$7,500
Deliverance Chapel Church
1438 Hortense AveDallasTX75216PaidCharitable Purposes$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$95,500TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CALVIN RUTH BRUNDRETT
1610 Hinton StreetGrand PrairieTX75050$96,261Yes (X)
Brundrett Ventures
2610 Hinton StreetGrand PrairieTX75050$30,600Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock2300 shares Bon Air Service Co Inc.StockNm
EOY Book Value$20,000EOYBookValueAmt
EOYFMV$20,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank Service ChargeDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2015 Federal Income TaxCategoryTxt
Amt$682Amt

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