KEN AND MARTHA BRUNER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KEN AND MARTHA BRUNER FOUNDATION (EIN 75-2356469)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-14
- IRS object ID
- 202141659349100444
- Schema version
- 2020v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-14T17:49:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752137042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOUCHER MORGAN & YOUNG PC CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 203 | AddressLine1Txt |
| City | STEPHENVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752356469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN AND MARTHA BRUNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENA | BusinessNameControlTxt |
| Phone | 8172821716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 54875 | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760544875 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH L BRUNER | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 8173661565 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | BRUNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E YOUNG CPA | PreparerPersonNm |
| PTIN | P00117732 | PTIN |
| Phone | 2549657321 | PhoneNum |
| Preparation | 2021-06-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $923,996 | 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 | $26,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,502 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,502 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,502 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $22,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,269 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $22,269 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $729 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $875 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $875 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $59,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,500 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,646 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $957 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $288 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $288 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,266 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,646 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,006 | CashBOYAmt |
| Cash EOY | $77,457 | CashEOYAmt |
| Cash EOYFMV | $77,457 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $116,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,410 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,410 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $594,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $545,289 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $729,129 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $146 | OtherAssetsBOYAmt |
| Total Assets BOY | $725,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $740,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $923,996 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $588,053 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $588,053 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $137,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $152,103 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $725,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $740,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $725,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $740,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $725,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,266 | ExcessRevenueOverExpensesAmt |
| Subtotal | $740,156 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $740,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $729 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $403 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $403 | SubtotalAmt |
| Tax Based On Investment Income | $403 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Overpayment | $297 | OverpaymentAmt |
| Applied To ES Tax | $297 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTHA BRUNER | IndividualWithBooksNm |
| Phone | 8172821716 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 CIRCLEVIEW DR N | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH L BRUNER | ||||||||
| 529 CIRCLEVIEW DRIVE NORTH | HURST | TX | 76054 | PRESIDENT/DI | 10.00 | $0 | $0 | $0 |
| MARTHA M BRUNER | ||||||||
| 529 CIRCLEVIEW DRIVE NORTH | HURST | TX | 76054 | TREASURER/DI | 000.00 | $0 | $0 | $0 |
| TYLER PUTNAM JEZIORO | ||||||||
| 25919 N 101ST AVE | PEORIA | AZ | 85383 | VICE PRES/DI | 000.00 | $0 | $0 | $0 |
| CHRIS PUTNAM DEWITT | ||||||||
| 6325 RIVIERA DR | N RISCHLAND HILLS | TX | 76130 | SECRETARY/DI | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $752,504 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,471 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $905,789 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $905,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $892,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $403 | TotalTaxAmt |
| Distributable Before Adj | $44,207 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,207 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,207 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $42,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,207 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,299 | UndistributedIncomePYAmt |
| Qualifying Distributions | $42,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,299 | AppliedToYear1Amt |
| Applied To Current Year | $4,201 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $40,006 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH L BRUNER | ContributingManagerNm |
| Contributing Manager | MARTHA M BRUNER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH L BRUNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 54875 | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8172821716 | RecipientPhoneNum |
| Recipient Email Address | KENBRUNER@SBCGLOBAL.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIFIED FORM; APPLICATION SHOULD INCLUDE NAME OF ORGANIZATION AND PROOF OF QUALIFICATIONS UNDER IRC. SEC. 501(C)(3). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO SPECIFIC RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| PATRIOT PAWS SERVICE DOGS | |||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | ASSISTANCE FOR WOUNDED VETS | $5,000 |
| ACH CHILD AND FAMILY SERVICES | |||||
| 1424 SUMMIT AVENUE | FORT WORTH | TX | 76102 | FAMILY SUPPORT IN FORT WORTH | $5,000 |
| THE LADDER ALLIANCE | |||||
| 1100 HEMPHILL STREET | FORT WORTH | TX | 76104 | EMPOWERS VICTIMS OF DOMESTIC VIOLENC | $5,000 |
| SUMMER SANTA | |||||
| PO BOX 1773 | KELLER | TX | 762440000 | CLOTHING AND SCHOOL SUPP. FOR CHILDR | $5,000 |
| HOPE CENTER 4 AUTISM - FORT WORTH | |||||
| 2751 GREEN OAKS ROAD | FORT WORTH | TX | 76116 | PROVIDES RESOURCES FOR FAMILIES | $5,000 |
| STREETLIGHT USA | |||||
| P O BOX 55240 | PHOENIX | AZ | 85078 | ASSIST VICTIMS OF SEX TRAFICKING AND | $5,000 |
| TARRANT AREA FOOD BANK | |||||
| 2525 CULLEN STREET | FORT WORTH | TX | 76107 | FOOD FOR NEEDY FAMILIES IN TARRANT C | $2,500 |
| ST MARY'S FOOD BANK | |||||
| 2831 N 31ST AVE | PHOENIX | AZ | 85009 | FOOD FOR NEEDY FAMILIES IN PHOENIX A | $5,000 |
| HOOD COUNTY CHILDREN'S CHARITY FUND | |||||
| PO BOX 1276 | GRANBURY | TX | 76048 | IMMEDIATE NEEDS OF CHILDREN IN HOOD | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,502 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,269 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,115 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| LITIGATION PAYOUT | |
| DEFERRED FROM 2018 | |
| FUNDS REC'D NOT ON 1099 | |
| NONDIVIDEND DISTRIBUTIONS | $875 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,761 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,761 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | KEN MARTHA BRUNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 CIRCLE VIEW DRIVE N | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | GOLDMAN SACHS GROUP, INC | AssetDesc |
| Acquired | 2018-07 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2020-12 | SoldDt |
| Gross Sales Price | $50,000 | GrossSalesPriceAmt |
| Basis | $49,614 | BasisAmt |
| Total Net | $386 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 800 SH NEW YORK CMNTY BANCORP | $14,931 | $8,440 |
| 800 SH BRISTOL MYERS SQUIBB CO | $12,432 | $49,624 |
| 80 SH ZIMMER HOLDINGS, INC | $630 | $12,327 |
| 70 SH TORTOISE MLP | $16,286 | $1,441 |
| 50 SH TORTOISE MLP | $9,203 | $1,030 |
| 1200 SH OGE ENERGY CORP | $15,742 | $38,232 |
| 600 SH BP PLC | $25,574 | $12,312 |
| 600 SH AT&T, INC | $14,755 | $17,256 |
| 600 SH ALTRIA GROUP | $23,304 | $24,600 |
| 500 SH REDWOOD TRUST, INC | $17,206 | $4,390 |
| 500 SH ATMOS ENERGY CORP | $13,919 | $47,715 |
| 675 SH RAYONIER, INC REIT | $10,447 | $19,832 |
| 400 SH VERIZON COMMUNICATIONS | $13,710 | $23,500 |
| 400 SH VERIZON COMMUNICATIONS | $10,903 | $23,500 |
| 400 SH CONS EDISON CO | $17,365 | $28,908 |
| 400 SH AT&T, INC. | $9,951 | $11,504 |
| 300 SH PHILIP MORRIS | $26,260 | $24,837 |
| 300 SH MERCK & CO | $13,800 | $24,540 |
| 300 SH MERCK & CO | $10,737 | $24,540 |
| 300 SH ELI LILLY CO | $14,237 | $50,652 |
| 266.667 SH DUKE ENERGY CORP | $9,163 | $24,416 |
| 233.333 SH DUKE ENERGY CORP | $11,596 | $21,364 |
| 225 RAYONIER ADVANCED MATLS | $3,873 | $1,467 |
| 8 RMR GROUP INC | $95 | $309 |
| 434 RLJ LODGING TR REIT | $8,745 | $6,141 |
| 885 SH ENBRIDGE INCORPORATED | $17,100 | $28,283 |
| GOLDMAN SACHS GROUP GWG53 | ||
| VIRGINIA ELECTRIC AND POWER COMPANY | $50,006 | $51,025 |
| WALGREENS BOOTS ALLIANCE | $49,775 | $55,263 |
| FORD MOTOR CREDIT TLB60 | $36,434 | $36,729 |
| GENERAL MOTORS FINANCIAL CO. ACD54 | $50,006 | $50,408 |
| 200 OFFICE PPTYS | $17,104 | $4,544 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RECEIVABLE CJTXX | Desc |
| BOY Book Value | $146 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | $288 | $288 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $875 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $875 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF INCOME TAXES | $632 | $632 |
| FOREIGN TAX PAID ON DIVIDEND | $325 | $325 |