BREWER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BREWER FAMILY FOUNDATION (EIN 83-2773737)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202511359349103126
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T12:01:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7557 RAMBLER RD SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832773737 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREWER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREW | BusinessNameControlTxt |
| Phone | 8173540003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W GLADE ROAD 109 | AddressLine1Txt |
| City | EULESS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BAILEY BREWER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8173540003 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL KNUTSON | PreparerPersonNm |
| PTIN | P00542807 | PTIN |
| Phone | 5853811000 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $937,985 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,386 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,386 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $321,176 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,101,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $321,176 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $347,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $347,562 | 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 |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $444 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $444 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,532 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,532 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $301,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $345,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,075 | CashBOYAmt |
| Cash EOY | $721,405 | CashEOYAmt |
| Cash EOYFMV | $721,405 | CashEOYFMVAmt |
| Corporate Stock BOY | $593,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $232,444 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $216,580 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $648,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $953,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $937,985 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $648,025 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $953,849 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $648,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $953,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $648,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $953,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $648,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $301,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,246 | OtherIncreasesAmt |
| Subtotal | $953,849 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $953,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 200 SHARES DEERE & CO | 2024-02-15 | 2024-12-20 | $85,826 | $74,101 | $11,725 | $11,725 |
| 300 SHARES DEERE & CO | 2024-02-16 | 2024-12-20 | $128,739 | $111,152 | $17,587 | $17,587 |
| 65 SHARES DEERE & CO | 2013-08-23 | 2024-11-26 | $29,921 | $31,026 | -$1,105 | -$1,105 |
| 35 SHARES DEERE & CO | 2023-03-08 | 2024-11-26 | $16,111 | $16,706 | -$595 | -$595 |
| 100 SHARES DEERE & CO | 2023-03-08 | 2024-11-26 | $46,029 | $42,514 | $3,515 | $3,515 |
| 3 SHARES DEERE & CO | 2023-03-08 | 2024-11-26 | $1,381 | $1,275 | $106 | $106 |
| 50 SHARES DEERE & CO | 2023-03-08 | 2024-11-26 | $23,016 | $21,257 | $1,759 | $1,759 |
| 125 SHARES DEERE & CO | 2023-03-08 | 2024-11-26 | $57,535 | $42,514 | $15,021 | $15,021 |
| 100 SHARES DEERE & CO | 2023-03-08 | 2024-11-26 | $46,034 | $42,514 | $3,520 | $3,520 |
| 22 SHARES DEERE & CO | 2023-03-08 | 2024-11-26 | $10,126 | $9,353 | $773 | $773 |
| 5 DEERE CALL OPTION | 2024-11-15 | 2024-11-15 | $2,947 | $2,947 | $2,947 | |
| 20 SHARES BERKSHIRE HATHAWAY | 2013-12-27 | 2024-01-24 | $7,528 | $4,064 | $3,464 | $3,464 |
| 470 SHARES BERKSHIRE HATHAWAY | 2013-12-27 | 2024-01-26 | $174,835 | $105,812 | $69,023 | $69,023 |
| 125 SHARES BERKSHIRE HATHAWAY | 2013-12-27 | 2024-01-26 | $46,499 | $28,142 | $18,357 | $18,357 |
| 1105 SHARES BERKSHIRE HATHAWAY | 2013-12-27 | 2024-01-26 | $411,049 | $248,772 | $162,277 | $162,277 |
| 17 BERKSHIRE CALL OPTION | 2024-01-16 | 2024-01-17 | $3,983 | $765 | $3,218 | $3,218 |
| 5 DEERE CALL OPTION | 2024-01-19 | 2024-01-19 | $1,397 | $1,397 | $1,397 | |
| 10 DEERE CALL OPTION | 2024-02-09 | 2024-02-09 | $2,223 | $2,223 | $2,223 | |
| 100 GM CALL OPTION | 2024-01-26 | 2024-01-26 | $2,132 | $2,132 | $2,132 | |
| 100 GM CALL OPTION | 2024-02-02 | 2024-02-02 | $3,832 | $3,832 | $3,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $321,176 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,798 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,798 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,798 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | 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 | $520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,278 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | BAILEY BREWER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173540003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W GLADE ROAD 109 | AddressLine1Txt |
| City | EULESS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76039 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| W BAILEY BREWER | ||||||||
| 101 W GLADE RD STE 109 | EULESS | TX | 76039 | PRES/TREAS/DIR | 5.00 | $0 | $0 | $0 |
| STACEY M BREWER | ||||||||
| 101 W GLADE RD STE 109 | EULESS | TX | 76039 | VP/SEC | 0.00 | $0 | $0 | $0 |
| PHILIP B BREWER | ||||||||
| 2300 BALSAM DR G106 | ARLINGTON | TX | 76006 | DIR | 0.00 | $0 | $0 | $0 |
| K TAYLOR HALE | ||||||||
| 4709 BARKRIDGE TRAIL | FORT WORTH | TX | 76109 | DIR | 0.00 | $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 | $449,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $464,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $914,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $914,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $900,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,798 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,798 | TotalTaxAmt |
| Distributable Before Adj | $40,243 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,243 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,243 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,532 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,243 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,398 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,398 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $40,109 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | W BAILEY BREWER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | 501(C)(3) | MEDICAL SUPPORT | $103 | |
| ANIMAL ADVOCATES OF NORTH TEXAS | ||||||||
| P O BOX 1323 | KELLER | TX | 76244 | N/A | 501(C)(3) | ANIMAL RESCUE SERVICES | $1,000 | |
| BROTHERSKEEPERS | ||||||||
| PO BOX 471249 | FORT WORTH | TX | 76147 | N/A | 501(C)(3) | SUPPORT FOR VETERANS/FAMILIES IN CRISIS | $2,000 | |
| CASA OF TARRANT COUNTY | ||||||||
| 101 SUMMIT AVE SUITE 505 | FORT WORTH | TX | 76102 | N/A | 501(C)(3) | CHILDREN & YOUTH SERVICES | $1,000 | |
| CATHOLIC CHARITIES OF FORT WORTH | ||||||||
| 249 W THORNHILL DR | FORT WORTH | TX | 76115 | N/A | 501(C)(3) | COMMUNITY SERVICES | $1,000 | |
| CHHS BAND BOOSTER CLUB | ||||||||
| 5401 HERITAGE AVE | COLLEYVILLE | TX | 76034 | N/A | 501(C)(3) | HIGH SCHOOL BAND BOOSTER CLUB | $406 | |
| COLLEYVILLE MIDDLE SCHOOL PTA | ||||||||
| 1100 BOGART DR | COLLEYVILLE | TX | 76034 | N/A | 501(C)(3) | YOUTH EDUCATION | $518 | |
| EATON HIGH SCHOOL VOLLEYBALL BOOSTERS | ||||||||
| 1350 EAGLE BLVD | HASLET | TX | 76052 | N/A | 501(C)(3) | YOUTH SPORTS | $100 | |
| FORT WORTH MEMORIES | ||||||||
| 1633 ROGERS RD | FORT WORTH | TX | 76107 | N/A | 501(C)(3) | UNDERPRIVILEDGED CHILDREN BIKE PROGRAM | $2,000 | |
| GIRL SCOUTS TROUP 1617 | ||||||||
| MEADOWVIEW CT | COLLEYVILLE | TX | 76034 | N/A | 501(C)(3) | YOUTH SERVICES | $108 | |
| GLADNEY CENTER FOR ADOPTION | ||||||||
| 6300 JOHN RYAN DR | FORT WORTH | TX | 76132 | N/A | 501(C)(3) | CHILDREN & YOUTH SERVICES | $1,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 8140 WALNUT HILL LN STE 810 | DALLAS | TX | 75231 | N/A | 501(C)(3) | MEDICAL RESEARCH & ADVOCACY | $1,000 | |
| LADDER ALLIANCE | ||||||||
| 1100 HEMPHILL ST SUITE 302 | FORT WORTH | TX | 76104 | N/A | 501(C)(3) | WOMEN'S CRISIS & JOB TRAINING | $1,000 | |
| LENA POPE HOME INC | ||||||||
| 3200 SANGUINET ST | FORT WORTH | TX | 76107 | N/A | 501(C)(3) | CHILDREN CRISIS & COUNSELING CENTER | $1,000 | |
| LONDON ISD ATHLETIC BOOSTER CLUB | ||||||||
| 1306 FM43 | CORPUS CHRISTI | TX | 78415 | N/A | 501(C)(3) | HIGH SCHOOL ATHLETIC BOOSTER CLUB | $105 | |
| MEALS ON WHEELS | ||||||||
| 5740 AIRPORT FRWY | FORT WORTH | TX | 76117 | N/A | 501(C)(3) | SENIOR FOOD INSECURITY | $1,000 | |
| PIONEER CEMETERY ORGANIZATION | ||||||||
| P O BOX 100294 | FORT WORTH | TX | 76185 | N/A | 501(C)(3) | PRESERVATION OF OLDEST FTW CEMETERY | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 2824 CENTRAL DR SUITE 332 | BEDFORD | TX | 76021 | N/A | 501(C)(3) | MEDICAL CARE FOR BODY AUTONOMY | $3,000 | |
| RHYAN'S GOOD DAY FOUNDATION | ||||||||
| P O BOX 1542 | COLLEYVILLE | TX | 76034 | N/A | 501(C)(3) | SCHOLARSHIPS FOR TX HS SENIORS/2024 GALA SPONSOR | $6,389 | |
| RYAN SIDDIQUE SCHOLARSHIP FUND | ||||||||
| C/O MITCHELL NACHTIGAL LAW 1601 | EULESS | TX | 76040 | N/A | 501(C)(3) | SCHOLARSHIPS FOR STUDENTS W/EPILEPSY | $2,500 | AIRPORT FRWY STE 205 |
| SAFE HAVEN OF TARRANT COUNTY | ||||||||
| 6815 MANHATTAN BLVD 105 | FORT WORTH | TX | 76120 | N/A | 501(C)(3) | WOMEN'S SHELTER | $1,000 | |
| TARRANT AREA FOOD BANK | ||||||||
| 2600 CULLEN ST | FORT WORTH | TX | 76107 | N/A | 501(C)(3) | FOOD INSECURITY | $1,000 | |
| THE GATEHOUSE | ||||||||
| 670 WESTPORT PKWY | GRAPEVINE | TX | 76051 | N/A | 501(C)(3) | WOMEN & CHILDREN'S CRISIS CENTER | $1,000 | |
| THE WARM PLACE | ||||||||
| 809 LIPSCOMB ST | FORT WORTH | TX | 76104 | N/A | 501(C)(3) | GRIEF COUNSELING | $2,000 | |
| UTA | ||||||||
| 701 SOUTH NEDDERMAN DR | ARLINGTON | TX | 76019 | N/A | 501(C)(3) | SCHOOL OF BUSINESS SCHOLARSHIPS | $5,000 | |
| YMCA | ||||||||
| 9100 NORTH BEACH ST | FORT WORTH | TX | 76244 | N/A | 501(C)(3) | YOUTH SERVICES & PROGRAMS | $1,000 | |
| ZACH MUCKLEROY TCU SCHOLARSHIP | ||||||||
| TCU FROG CLUB TCU BOX 297140 | FORT WORTH | TX | 76129 | N/A | I | STUDENT SCHOLARSHIP | $5,000 | |
| AUTISM SPEAKS | ||||||||
| 50 F ST NW SUITE 360 | WASHINGTON | DC | 20001 | N/A | 501(C)(3) | SUPPORT AUTISM RESEARCH & OUTREACH | $200 | |
| THE FORGOTTEN ONES ANIMAL RESCUE | ||||||||
| 2000 FM 663 SUITE 300 | MIDLOTHIAN | TX | 76065 | N/A | 501(C)(3) | ANIMAL RESCUE | $103 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,532 | 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 | $26,386 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $321,176 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $347,562 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $347,562 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,950 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $232,444 | EOYBookValueAmt |
| EOYFMV | $216,580 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $201 | $201 | $0 |
| MEALS AND ENTERTAINMENT | $195 | $195 | $0 |
| LICENSES & PERMITS | $6 | $6 | $0 |
| BANKING FEES | $42 | $42 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT - STOCK BASIS | Desc |
| Amt | $4,246 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $1,058 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |