CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC (EIN 20-2078473)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-14
IRS object ID
201402269349100715
Schema version
2013v3.1
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)
Return2014-08-14T08:44:15-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HATTER & ASSOCIATES LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11300 S UNIVERSITY DR STE 620AddressLine1
CityFORT WORTHCity
StateTXState
ZIP Code761075766ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202078473EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Cal & Ruth Brundrett Family Charitable Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCAL&BusinessNameControlTxt
Phone9722630066PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 HintonAddressLine1
CityGrand PrairieCity
StateTXState
ZIP Code75050ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAL BRUNDRETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9722630066PhoneNum
Signature2014-05-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWALTER D HATTERPreparerPersonNm
Phone8173359258PhoneNum
Preparation2014-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$82,125FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,638ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,638TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$475LegalFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$475TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,725TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$87ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,612CashBOYAmt
Cash EOY$18,525CashEOYAmt
Cash EOYFMV$18,525CashEOYFMVAmt
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$82,212TotalAssetsBOYAmt
Total Assets EOY$82,125TotalAssetsEOYAmt
Total Assets EOYFMV$82,125TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$82,212RetainedEarningBOYAmt
Retained Earning EOY$82,125RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$82,212TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$82,125TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$82,212TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$82,125TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$82,212TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$87ExcessRevenueOverExpensesAmt
Subtotal$82,125SubtotalAmt
Tot Net Ast Or Fund Balances EOY$82,125TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,050AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$79,749NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.263953DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,302AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$72,676NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045435DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$53,257NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044126DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$53,574NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.242655DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,900AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$59,331NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082588DistributionYr5Rt
Total Distribution0.678757TotalDistributionRt
Average Distribution0.135751AverageDistributionRt
Net Vl Noncharitable Assets$80,935NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,987AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$10,987AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,250QualifyingDistributionsAmt

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 HintonAddressLine1
CityGrand PrairieCity
StateTXState
ZIP Code75050ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$16,400Expenses1Amt
Description2Direct monetary gifts to support research organizationsDescription2Txt
Expenses2$850Expenses2Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,568AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$43,600FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$82,168TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$82,168AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,233CashDeemedCharitableAmt
Net Vl Noncharitable Assets$80,935NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,047MinimumInvestmentReturnAmt

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$17,250ExpensesAndContributionsAmt
Qualifying Distributions$17,250QualifyingDistributionsAmt
Adjusted Qualifying Distri$17,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$17,250QualifyingDistributionsAmt
Applied To Current Year$17,250AppliedToCurrentYearAmt
Undistributed Income CY$0UndistributedIncomeCYAmt

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$17,250CurrentYearAmt
Year1$21,050Year1Amt
Year2$3,302Year2Amt
Year3$2,350Year3Amt
Total$43,952TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$17,250CurrentYearAmt
Year1$21,050Year1Amt
Year2$3,302Year2Amt
Year3$2,350Year3Amt
Total$43,952TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$82,125CurrentYearAmt
Year1$82,212Year1Amt
Year2$79,749Year2Amt
Year3$74,780Year3Amt
Total$318,866TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$82,125CurrentYearAmt
Year1$82,212Year1Amt
Year2$79,749Year2Amt
Year3$74,780Year3Amt
Total$318,866TotalAmt

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 WALKER 5562ContributingManagerNm
Shareholder ManagerJEANINE WALKERShareholderManagerNm
Shareholder ManagerLARRY BRUNDRETTShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
First Baptist Church
122 NE 2nd StGrand PrairieTX75050PaidCharitable purposes$3,050
Lay Witnesses for Christ
PO Box 127HurstTX76053PaidCharitable purposes$7,000
Great Futures Start Here (Boys & Girls Club)
4816 Worth StDallasTX75246PaidCharitable Purposes$2,700
Radiant Life Assembly of God
PO BOX 530716Grand PrairieTX75053PaidCharitable Purposes$1,000
South Texas Children's Home
PO BOX 1210BeevilleTX79336PaidCharitable Purposes$600
Legacy Brain Foundation
7777 Forest Lane Suite C-648DallasTX75230PaidCharitable Purposes$500
Pregnancy Resource Center of Grand Prairie
2305 Oak LnGrand PrairieTX75051PaidCharitable Purposes$250
College Avenue Baptist Church
PO BOX 1244 213 N College AvenueLevellandTX79336PaidCharitable Purposes$250
Alzheimer's Association
2630 West Fwy Suite 100Fort WorthTX76102PaidCharitable Purposes$350
CrossPoint Chruch of Christ
3020 W Bardin RoadGrand PrairieTX75052PaidCharitable Purposes$100
Trinity ChruchTrinity Christian School
1231 E Pleasant Run RoadCedar HillTX75104PaidCharitable Purposes$100
World Baptist Fellowship
PO BOX 13459ArlingtonTX76094PaidCharitable Purposes$250
Life Line Shelter
202 College stGrandpraireTX75050PaidCharitable Purposes$600
West Texas Disaster
200 W OakWestTX76691PaidCharitable Purposes$250
World Baptist Fellowship
PO BOX 13459ArlingtonTX76012PaidCharitable Purposes$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,250TotalGrantOrContriPdDurYrAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJEANINE JASPER WALKERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1514 LovellAddressLine1
CityGrand PrairieCity
StateTXState
ZIP Code75050ZIPCode
FieldValueIRS element (for citing)
Total Contributions$5,562TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryThomas J. Tatom CPA Tax PrepCategoryTxt
Legal Fees$475LegalFeesAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.