CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC (EIN 20-2078473)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-09
IRS object ID
201301299349101720
Schema version
2012v2.1
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)
Timestamp2013-05-09T17:11:22-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS J TATOM CPA PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12501 PARKVIEW ST STE 520AddressLine1
CityFORT WORTHCity
StateTXState
ZIP Code76102ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202078473EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE CAL & RUTH BRUNDRETT FAMILYBusinessNameLine1
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlCAL&NameControl
Phone9722630066Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 HINTONAddressLine1
CityGRAND PRAIRIECity
StateTXState
ZIP Code75050ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCALVIN C BRUNDRETTName
TitlePRESIDENTTitle
Phone9722630066Phone
Date Signed2013-05-09DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTHOMAS J TATOMName
Phone8173480009Phone
Date Prepared2013-05-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY82212FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss25050ContriReceivedRevAndExpnss
Total Revenue And Expenses25050TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Legal Fees Rev And Expnss1000LegalFeesRevAndExpnss
Accounting Fees Rev And Expnss475AccountingFeesRevAndExpnss
Other Expenses Rev And Expnss62OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss1537TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss21050ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps21050ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss22587TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps21050TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2463ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY16149CashBOY
Cash EOY18612CashEOY
Cash EOYFMV18612CashEOYFMV
Investments Corp Stock BOY20000InvestmentsCorpStockBOY
Investments Corp Stock EOY20000InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV20000InvestmentsCorpStockEOYFMV
Investments Other BOY43600InvestmentsOtherBOY
Investments Other EOY43600InvestmentsOtherEOY
Investments Other EOYFMV43600InvestmentsOtherEOYFMV
Total Assets BOY79749TotalAssetsBOY
Total Assets EOY82212TotalAssetsEOY
Total Assets EOYFMV82212TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY79749RetainedEarningsBOY
Retained Earnings EOY82212RetainedEarningsEOY
Total Net Assets BOY79749TotalNetAssetsBOY
Total Net Assets EOY82212TotalNetAssetsEOY
Total Liabilities Net Assets BOY79749TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY82212TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY79749TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2463ExcessOfRevenueOverExpenses
Subtotal82212Subtotal
Total Net Assets Fund Balances EOY82212TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year13302QualifyingDistributionsYear1
Noncharitable Assets Year172676NoncharitableAssetsYear1
Distribution Ratio Year10.045435DistributionRatioYear1
Qualifying Distributions Year22350QualifyingDistributionsYear2
Noncharitable Assets Year253257NoncharitableAssetsYear2
Distribution Ratio Year20.044126DistributionRatioYear2
Qualifying Distributions Year313000QualifyingDistributionsYear3
Noncharitable Assets Year353574NoncharitableAssetsYear3
Distribution Ratio Year30.242655DistributionRatioYear3
Qualifying Distributions Year44900QualifyingDistributionsYear4
Noncharitable Assets Year459331NoncharitableAssetsYear4
Distribution Ratio Year40.082588DistributionRatioYear4
Qualifying Distributions Year526494QualifyingDistributionsYear5
Noncharitable Assets Year552523NoncharitableAssetsYear5
Distribution Ratio Year50.504427DistributionRatioYear5
Total Distribution Ratio0.919231TotalDistributionRatio
Average Distribution Ratio0.183846AverageDistributionRatio
Net Noncharitable Assets73240NetNoncharitableAssets
Adjusted Noncharitable Assets13465AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One13465AdjNonchrtblAssetsAndOnePct
Qualifying Distributions21050QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationtruePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameCALVIN C BRUNDRETTBooksInCareOfPersonName
Books In Care Of Phone Number9722638839BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1610 HINTONAddressLine1
CityGRAND PRAIRIECity
StateTXState
ZIP Code75050ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CALVIN C BRUNDRETT
610 HINTONGRAND PRAIRIETX75050PRESIDENT10.00000
RUTH S BRUNDRETT
610 HINTONGRAND PRAIRIETX75050VICE PRES10.00000
JEANINE WALKER
514 LOVELLGRAND PRAIRIETX75050SECRETARY10.00000
LARRY C BRUNDRETT
6924 CR 527BURLESONTX76028TREASURER10.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1DIRECT MONETARY GIFTS TO SUPPORT RELIGIOUS MINISTRIES AND COMMUNITY SERVICE ORGANIZATIONS.Description1
Expenses121050Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities20000AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances10755AvgMonthlyCashBalances
FMV All Other Noncharitable Assets43600FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets74355TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets74355AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1115CashDeemedCharitable
Net Noncharitable Assets73240NetNoncharitableAssets
Minimum Investment Return3662MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions21050ExpensesAndContributions
Qualifying Distributions21050QualifyingDistributions
Adj Qualifying Distributions21050AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Qualifying Distributions21050QualifyingDistributions
Remaining Distri From Corpus21050RemainingDistriFromCorpus
Total Corpus21050TotalCorpus

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year0CurrentYear
Total0Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year21050CurrentYear
Year13302Year1
Year22350Year2
Year313000Year3
Total39702Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year21050CurrentYear
Year13302Year1
Year22350Year2
Year313000Year3
Total39702Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Current Year82212CurrentYear
Year179749Year1
Year274780Year2
Year351135Year3
Total287876Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

FieldValueIRS element (for citing)
Current Year82212CurrentYear
Year179749Year1
Year274780Year2
Year351135Year3
Total287876Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerCALVIN C RUTH S BRUNDRETTContributingManager
Shareholder ManagerJEANINE WALKERShareholderManager
Shareholder ManagerLARRY BRUNDRETTShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
FIRST BAPTIST CHURCH
122 NE 2ND STGRAND PRAIRIETX75050CHARITABLE CONTRIBUTION$1,250
LAY WITNESSES FOR CHRIST
P O BOX 127HURSTTX76053CHARITABLE CONTRIBUTION$13,500
WORLD BAPTIST FELLOWSHIP
P O BOX 13459ARLINGTONTX76094CHARITABLE CONTRIBUTION$1,500
ARLINGTON BAPTIST COLLEGE
3001 W DIVISIONARLINGTONTX76012CHARITABLE CONTRIBUTION$1,000
PARKWAY CHURCH
4802 JOHN STOCKBAUER DRVICTORIATX77904CHARITABLE CONTRIBUTION$1,600
LAKE FORK BAPTIST CHURCH
9483 WEST FM 515ALBATX75410CHARITABLE CONTRIBUTION$250
GRAND PRAIRIE METRO ROTARY
P O BOX 530203GRAND PRAIRIETX75053CHARITABLE CONTRIBUTION$600
NORMANNA BAPTIST CHURCH
225 N BEE STNORMANNATX78142CHARITABLE CONTRIBTUION$500
LIFELINE SHELTER
202 COLLEGE STGRAND PRAIRIETX75050CHARITABLE CONTRIBUTION$500
ALZHEIMERS FOUNDATION
2630 W FREEWAYFORT WORTHTX76102CHARITABLE CONTRIBUTION$250
FREETOWN ROAD CHURCH OF CHRIST
1038 FREETOWN RDGRAND PRAIRIETX75051CHARITABLE CONTRIBUTION$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year21050TotGrantOrContriPaidDuringYear

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1CALVIN C RUTH S BRUNDRETT610 HINTONGRAND PRAIRIETX7505010000X
2BON AIR SERVICE CO INCP O BOX 530798GRAND PRAIRIETX7505310000X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTHOMAS J TATOM CPA PCCategory
Amount$475Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

CALVIN C BRUNDRETT
RUTH S BRUNDRETT
JEANINE WALKER
LARRY C BRUNDRETT

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of Stock2300 SHARES BON AIR SERVICE CO INCNameOfStock
EOY Book Value20000EOYBookValue
EOYFMV20000EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemGOODMAN DIST. INVESTMENTSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value43600BookValue
EOYFMV43600EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryASHMORE LAW FIRMCategory
Amount$1,000Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
BANK PRINTING FEES62

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
CALVIN C RUTH S BRUNDRETT
610 HINTONGRAND PRAIRIETX75050
BRUNDRETT FAMILY TRUST
610 HINTONGRAND PRAIRIETX75050
BON AIR SERVICE CO INC
P O BOX 530798GRAND PRAIRIETX75053
BRUNDRETT VENTURES
610 HINTONGRAND PRAIRIETX75050
JASPER JEANINE WALKER
514 LOVELLGRAND PRAIRIETX75050

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