CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CAL & RUTH BRUNDRETT FAMILY CHARITABLE FOUNDATION INC (EIN 20-2078473)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-15
IRS object ID
201211369349101986
Schema version
2011v1.2
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)
Timestamp2012-05-15T14:48:03-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-05-15DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTHOMAS J TATOMName
Phone8173480009Phone
Date Prepared2012-05-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY79749FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss8750ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Total Revenue And Expenses8750TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Accounting Fees Rev And Expnss405AccountingFeesRevAndExpnss
Other Expenses Rev And Expnss74OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss479TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss3302ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps3302ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss3781TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps3302TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses4969ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY11180CashBOY
Cash EOY16149CashEOY
Cash EOYFMV16149CashEOYFMV
Investments Corp Stock BOY20000InvestmentsCorpStockBOY
Investments Corp Stock EOY20000InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV20000InvestmentsCorpStockEOYFMV
Investments Other BOY43600InvestmentsOtherBOY
Investments Other EOY43600InvestmentsOtherEOY
Investments Other EOYFMV43600InvestmentsOtherEOYFMV
Total Assets BOY74780TotalAssetsBOY
Total Assets EOY79749TotalAssetsEOY
Total Assets EOYFMV79749TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY74780RetainedEarningsBOY
Retained Earnings EOY79749RetainedEarningsEOY
Total Net Assets BOY74780TotalNetAssetsBOY
Total Net Assets EOY79749TotalNetAssetsEOY
Total Liabilities Net Assets BOY74780TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY79749TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY74780TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses4969ExcessOfRevenueOverExpenses
Subtotal79749Subtotal
Total Net Assets Fund Balances EOY79749TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year12350QualifyingDistributionsYear1
Noncharitable Assets Year153257NoncharitableAssetsYear1
Distribution Ratio Year10.044126DistributionRatioYear1
Qualifying Distributions Year213000QualifyingDistributionsYear2
Noncharitable Assets Year253574NoncharitableAssetsYear2
Distribution Ratio Year20.242655DistributionRatioYear2
Qualifying Distributions Year34900QualifyingDistributionsYear3
Noncharitable Assets Year359331NoncharitableAssetsYear3
Distribution Ratio Year30.082588DistributionRatioYear3
Qualifying Distributions Year426494QualifyingDistributionsYear4
Noncharitable Assets Year452523NoncharitableAssetsYear4
Distribution Ratio Year40.504427DistributionRatioYear4
Qualifying Distributions Year55495QualifyingDistributionsYear5
Noncharitable Assets Year530768NoncharitableAssetsYear5
Distribution Ratio Year50.178595DistributionRatioYear5
Total Distribution Ratio1.052391TotalDistributionRatio
Average Distribution Ratio0.210478AverageDistributionRatio
Net Noncharitable Assets72676NetNoncharitableAssets
Adjusted Noncharitable Assets15297AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One15297AdjNonchrtblAssetsAndOnePct
Qualifying Distributions3302QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Amount Credited To Next Year0AmountCreditedToNextYear

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

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

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
Expenses13302Expenses1

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 Balances10183AvgMonthlyCashBalances
FMV All Other Noncharitable Assets43600FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets73783TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets73783AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1107CashDeemedCharitable
Net Noncharitable Assets72676NetNoncharitableAssets
Minimum Investment Return3634MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions3302ExpensesAndContributions
Qualifying Distributions3302QualifyingDistributions
Adj Qualifying Distributions3302AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Qualifying Distributions3302QualifyingDistributions
Remaining Distri From Corpus3302RemainingDistriFromCorpus
Total Corpus3302TotalCorpus

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year3198Year3
Total198Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Year3168Year3
Total168Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year3302CurrentYear
Year12350Year1
Year213000Year2
Year34900Year3
Total23552Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year3302CurrentYear
Year12350Year1
Year213000Year2
Year34900Year3
Total23552Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Current Year79749CurrentYear
Year174780Year1
Year251135Year2
Year357617Year3
Total263281Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

FieldValueIRS element (for citing)
Current Year79749CurrentYear
Year174780Year1
Year251135Year2
Year357617Year3
Total263281Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerCALVIN C RUTH S BRUNDRETTContributingManager
Contributing ManagerJEANINE WALKERContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
FIRST BAPTIST CHURCH
122 NE 2ND STGRAND PRAIRIETX75050CHARITABLE CONTRIBUTION$602
LAY WITNESSES FOR CHRIST
P O BOX 127HURSTTX76053CHARITABLE CONTRIBUTION$750
WORLD BAPTIST FELLOWSHIP
P O BOX 13459ARLINGTONTX76094CHARITABLE CONTRIBUTION$750
ARLINGTON BAPTIST COLLEGE
3001 W DIVISIONARLINGTONTX76012CHARITABLE CONTRIBUTION$350
CHILDREN FIRST COUNSELING CENTER
P O BOX 532147GRAND PRAIRIETX75053CHARITABLE CONTRIBUTION$250
INGLEWOOD BAPTIST CHURCH
1901 S CARRIER PARKWAYGRAND PRAIRIETX75051CHARITABLE CONTRIBUTION$200
LUTHERAN SOCIAL SERVICES
P O BOX 140767AUSTINTX78714CHARITABLE CONTRIBUTION$200
NATIONAL MS SOCIETY
P O BOX 4125HOUSTONTX77210CHARITABLE CONTRIBUTION$200
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year3302TotGrantOrContriPaidDuringYear

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTHOMAS J TATOM CPA PCCategory
Amount$405Amount

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
BANK PRINTING FEES74

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (4 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

Comments

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