BRUNETTI FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRUNETTI FAMILY CHARITABLE FOUNDATION (EIN 47-1950794)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-02
- IRS object ID
- 202600619349100200
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-02T01:07:54-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E PARK AVE STE 300 | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471950794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUNETTI FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUN | BusinessNameControlTxt |
| Phone | 9703894608 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 KIRBY DRIVE BOX 37 10N | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE BRUNETTI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9703894608 | PhoneNum |
| Signature | 2026-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN LR MYERS CPA | PreparerPersonNm |
| PTIN | P01706931 | PTIN |
| Phone | 3192346885 | PhoneNum |
| Preparation | 2026-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,719,081 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $247,113 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $89,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $866,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,455,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $866,523 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,203,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $956,134 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $152 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $152 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $734 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,201 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $474 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,931 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,031 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,353 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,070,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $953,895 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,188 | CashBOYAmt |
| Cash EOY | $22,213 | CashEOYAmt |
| Cash EOYFMV | $22,213 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,157 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,591 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,314,104 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,517,183 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,569,277 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,380,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,666,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,719,081 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,380,449 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,666,987 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,380,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,380,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,666,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,380,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,070,155 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,450,604 | SubtotalAmt |
| Other Decreases | $783,617 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,455,913 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,589,390 | CostOrOtherBasisAmt |
| Gain Or Loss | $866,523 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $866,523 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $866,523 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,134 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,134 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,125 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE BRUNETTI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9703894608 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 KIRBY DRIVE BOX 37 10N | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WAYNE BRUNETTI | ||||||||
| 2121 KIRBY DRIVE BOX 37 10N | HOUSTON | TX | 77019 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARY BRUNETTI | ||||||||
| 2121 KIRBY DRIVE BOX 37 10N | HOUSTON | TX | 77019 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,478,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $181,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,659,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,659,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,619,526 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,976 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,259 | TotalTaxAmt |
| Distributable Before Adj | $117,717 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,717 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,717 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,953 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,953 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,717 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,324 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,324 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,953 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,236 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,560 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,560 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,324 | ExcessFromYear3Amt |
| Excess From Current Year | $12,236 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WAYNE BRUNETTI | ContributingManagerNm |
| Contributing Manager | MARY BRUNETTI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| THE FUND FOR BISHOP KENNY HIGH SCHOOL | |||||||
| 1055 KINGMAN AVE | JACKSONVILLE | FL | 322079892 | PC | PROGRAM SUPPORT | $15,000 | |
| ST LOUIS ZOO THE TRIBUTE FUND | |||||||
| 1 GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | PC | PROGRAM SUPPORT | $100 | |
| HOUSTON AREA WOMEN'S CENTER | |||||||
| 1010 WAUGH | HOUSTON | TX | 77019 | PC | PROGRAM SUPPORT | $10,000 | |
| PHI GAMMA DELTA EDUCATIONAL FOUNDATION | |||||||
| PO BOX 4599 | LEXINGTON | KY | 405449986 | PC | PROGRAM SUPPORT | $5,000 | |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON STREET | HOUSTON | TX | 770020174 | PC | PROGRAM SUPPORT | $20,000 | |
| HOUSTON FOOD BANK | |||||||
| C/O DONER SERVICES 535 PORTWALL ST | HOUSTON | TX | 770291322 | PC | PROGRAM SUPPORT | $5,000 | |
| FAMILY TREE | |||||||
| 3805 NORTH MARSHALL STREET SUITE | WHEAT RIDGE | CO | 80033 | PC | PROGRAM SUPPORT | $5,000 | 100 |
| MERCURY | |||||||
| 2900 WESLAYAN STE 500 | HOUSTON | TX | 77027 | PC | PROGRAM SUPPORT | $15,000 | |
| BOOKS BETWEEN KIDS | |||||||
| PO BOX 25072 | HOUSTON | TX | 77265 | PC | PROGRAM SUPPORT | $2,500 | |
| HOUSTON PUBLIC MEDIA | |||||||
| 4343 ELGIN STREET | HOUSTON | TX | 77204 | PC | PROGRAM SUPPORT | $1,500 | |
| THE METHODIST HOSPITAL FOUNDATION | |||||||
| PO BOX 4384 | HOUSTON | TX | 772104384 | PC | PROGRAM SUPPORT | $20,000 | |
| HOUSTON COALITION FOR THE HOMELESS | |||||||
| 2000 CRAWFORD ST SUITE 700 | HOUSTON | TX | 770020174 | PC | PROGRAM SUPPORT | $5,000 | |
| ANIMAL ASSISTED HAPPINESS | |||||||
| 1030 E EL CAMINO REAL 279 | SUNNYVALE | CA | 94087 | PC | PROGRAM SUPPORT | $5,000 | |
| THE SALVATION ARMY GREATER HOUSTON | |||||||
| PO BOX 2687 | HOUSTON | TX | 775852687 | PC | PROGRAM SUPPORT | $1,500 | |
| HOUSTON ZOO | |||||||
| 1513 CAMBRIDGE STREET | HOUSTON | TX | 77030 | PC | PROGRAM SUPPORT | $2,500 | |
| BAKERRIPLEY | |||||||
| PO BOX 231808 | HOUSTON | TX | 772231808 | PC | PROGRAM SUPPORT | $4,500 | |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 3400 N DESERT DR | EAST POINT | GA | 30344 | PC | PROGRAM SUPPORT | $5,000 | |
| NORTH STAR ACHIEVEMENT CENTER | |||||||
| 908 LILY CREEK ROAD SUITE 201 | LOUISVILLE | KY | 40243 | PC | PROGRAM SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,611 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $866,523 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $956,134 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $956,134 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMIT FOUNDATION SOUL OF THE SUMMIT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4000 | AddressLine1Txt |
| City | BRECKENRIDGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $247,113 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,935 | Amt |
| Net Investment Income | $734 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,201 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AVANTIS INTERNATNL SML (AVDV) | AT COST | $99,415 | $105,528 |
| AVANTIS US SMALL CAP (AVUV) | AT COST | $101,867 | $104,020 |
| DIMENSIONAL U S SMALL (DFAS) | AT COST | $102,008 | $104,226 |
| ISHARES CORE MSCI (IEMG) | AT COST | $171,939 | $176,251 |
| ISHARES CORE S&P 500 (IVV) | AT COST | $808,819 | $837,682 |
| SPDR PORTFOLIO DLVPD (SPDW) | AT COST | $393,429 | $408,039 |
| SPDR SHORT TERM (SPSB) | AT COST | $50,243 | $50,102 |
| SPDR PORTFOLIO S&P 400 (SPMD) | AT COST | $230,621 | $232,914 |
| STATE STREET REAL ESTATE SLCT (XLRE) | AT COST | $100,693 | $96,194 |
| VANGUARD INTER-TERM (VGIT) | AT COST | $50,208 | $49,862 |
| VANGUARD INTERMEDIATE (VCIT) | AT COST | $50,132 | $49,664 |
| VANGUARD TOTAL BOND (BND) | AT COST | $357,809 | $354,795 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $152 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $152 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO COST BASIS REPORTING | Desc |
| Amt | $783,617 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $474 | Amt |
| Net Investment Income | $474 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SUMMIT FOUNDATION SOUL OF THE SUMMIT | |||
| PO BOX 4000 | BRECKENRIDGE | CO | 80424 |
| WAYNE BRUNETTI | |||
| 2121 KIRBY DRIVE BOX 37 10N | HOUSTON | TX | 77019 |
| MARY BRUNETTI | |||
| 2121 KIRBY DRIVE BOX 37 10N | HOUSTON | TX | 77019 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $900 | $0 | $0 |
| FOREIGN TAX | $1,031 | $1,031 | $0 |
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