CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC (EIN 20-2078473)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-18
IRS object ID
201501699349100400
Schema version
2014v5.0
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)
Return2015-06-18T07:33:10-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWALTER D HATTERPreparerPersonNm
Phone8173359258PhoneNum
Preparation2015-06-18PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$74,381FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,186ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,186TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$475AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$7OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,198ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,198ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,680TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,198TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,494ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,525CashBOYAmt
Cash EOY$10,781CashEOYAmt
Cash EOYFMV$10,781CashEOYFMVAmt
Corporate Stock BOY$20,000CorporateStockBOYAmt
Corporate Stock EOY$20,000CorporateStockEOYAmt
Corporate Stock EOYFMV$20,000CorporateStockEOYFMVAmt
Other Investments BOY$43,600OtherInvestmentsBOYAmt
Other Investments EOY$43,600OtherInvestmentsEOYAmt
Other Investments EOYFMV$43,600OtherInvestmentsEOYFMVAmt
Total Assets BOY$82,125TotalAssetsBOYAmt
Total Assets EOY$74,381TotalAssetsEOYAmt
Total Assets EOYFMV$74,381TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$82,125RetainedEarningBOYAmt
Retained Earning EOY$74,381RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$82,125TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$74,381TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$82,125TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$74,381TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$82,125TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,494ExcessRevenueOverExpensesAmt
Subtotal$74,631SubtotalAmt
Other Decreases$250OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$74,381TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$17,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$80,935NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.213134DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,050AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$79,749NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.263953DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,302AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$72,676NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045435DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,350AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$53,257NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044126DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$53,574NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.242655DistributionYr5Rt
Total Distribution0.809303TotalDistributionRt
Average Distribution0.161861AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,198QualifyingDistributionsAmt

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$19,698Expenses1Amt
Description2Direct monetary gifts to support research organizationsDescription2Txt
Expenses2$250Expenses2Amt
Description3Direct monetary gifts to support educational organizationsDescription3Txt
Expenses3$250Expenses3Amt

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$20,198ExpensesAndContributionsAmt
Qualifying Distributions$20,198QualifyingDistributionsAmt
Adjusted Qualifying Distri$20,198AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$20,198QualifyingDistributionsAmt
Remaining Distri From Corpus$20,198RemainingDistriFromCorpusAmt
Total Corpus$20,198TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$20,198ExcessDistriCyovToNextYrAmt
Excess From Current Year$20,198ExcessFromCurrentYearAmt

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$20,198CurrentYearAmt
Year1$17,250Year1Amt
Year2$21,050Year2Amt
Year3$3,302Year3Amt
Total$61,800TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$20,198CurrentYearAmt
Year1$17,250Year1Amt
Year2$21,050Year2Amt
Year3$3,302Year3Amt
Total$61,800TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$74,381CurrentYearAmt
Year1$82,125Year1Amt
Year2$82,212Year2Amt
Year3$79,749Year3Amt
Total$318,467TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$74,381CurrentYearAmt
Year1$82,125Year1Amt
Year2$82,212Year2Amt
Year3$79,749Year3Amt
Total$318,467TotalAmt

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 (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
First Baptist Church
122 NE 2nd StGrand PrairieTX75050PaidCharitable purposes$900
Lay Witnesses for Christ
PO Box 127HurstTX76053PaidCharitable purposes$14,200
Pregnancy Resource Center of Grand Prairie
2305 Oak LnGrand PrairieTX75051PaidCharitable Purposes$600
Alzheimer's Association
2630 West Fwy Suite 100Fort WorthTX76102PaidResearch$250
Life Line Shelter
202 College stGrandpraireTX75050PaidCharitable Purposes$600
Calvary Baptist Church
401 West ChurchGrand PrairieTX75050PaidCharitable Purposes$1,250
Christ Holy Temple Church
3227 Fordham RoadDallasTX75216PaidCharitable Purposes$798
Lighthouse Church of God in Christ
2127 S Corinth StreetDallasTX75203PaidCharitable Purposes$400
Edge Park United Methodist Church
5516 Crowley RoadFort WorthTX76134PaidCharitable Purposes$250
Arlington Baptist College
3001 W DivisionArlingtonTX76012PaidEducation$250
First Assembly of God
2201 Military RoadColumbusMS39702PaidCharitable Purposes$250
Guidestone Mission Dignity
2401 Cedar Springs RoadDallasTX75201PaidCharitable Purposes$250
Children First
202 College StreetGrand PrairieTX75050PaidCharitable Purposes$100
New Testament Church
2203 Smith Barry RoadArlingtonTX76013PaidCharitable Purposes$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,198TotalGrantOrContriPdDurYrAmt

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$475Amt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGoodman Dist. InvestmentsCategoryOrItemTxt
Book Value$43,600BookValueAmt
EOYFMV$43,600EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCorrection of Register Balance by ClientDesc
Amt$250Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank Service ChargeDesc
Revenue And Expenses Per Books$7RevenueAndExpensesPerBooksAmt

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