KEN AND MARTHA BRUNER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KEN AND MARTHA BRUNER FOUNDATION (EIN 75-2356469)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-15
- IRS object ID
- 202011679349100231
- Schema version
- 2019v5.0
- 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 | 2020-06-15T13:42:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E YOUNG CPA | PreparerPersonNm |
| PTIN | P00117732 | PTIN |
| Phone | 2549657321 | PhoneNum |
| Preparation | 2020-06-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.38.98.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-15 | IPDt |
| IP Tm | 13:42:04 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 346F49B0F4B29E96E2B34A7541D554CC417EC080 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 346F49B0F4B29E96E2B34A7541D554CC417EC080 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $987,420 | 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 | $8,791 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,791 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,791 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,589 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,589 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,917 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $889 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,634 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,634 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $56,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,269 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,014 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,350 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $576 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $576 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $268 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $268 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,502 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,075 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,014 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,208 | CashBOYAmt |
| Cash EOY | $14,006 | CashEOYAmt |
| Cash EOYFMV | $14,008 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $116,835 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,835 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $651,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $594,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $856,577 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $146 | OtherAssetsEOYAmt |
| Total Assets BOY | $707,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $725,890 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $987,420 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $1,458 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $1,458 | TotalLiabilitiesBOYAmt |
| 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 | $118,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $137,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $706,388 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $725,890 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $707,846 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $725,890 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $706,388 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,502 | ExcessRevenueOverExpensesAmt |
| Subtotal | $725,890 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $725,890 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $889 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,192 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $710,323 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070661 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,824 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $899,952 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045362 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,546 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $839,450 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048301 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,933 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $824,555 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049643 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,941 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $800,445 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046151 | DistributionYr5Rt |
| Total Distribution | 0.260118 | TotalDistributionRt |
| Average Distribution | 0.052024 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $923,437 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,041 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $311 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,352 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $622 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $622 | SubtotalAmt |
| Tax Based On Investment Income | $622 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $632 | TaxDueAmt |
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 (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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH L BRUNER | ||||||||
| 529 CIRCLEVIEW DRIVE NORTH | HURST | TX | 76054 | PRESIDENT/DI | 000.00 | $0 | $0 | $0 |
| MARTHA M BRUNER | ||||||||
| 529 CIRCLEVIEW DRIVE NORTH | HURST | TX | 76054 | VP/S-T/DIREC | 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 | $809,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,152 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $937,500 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $937,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $923,437 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,172 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,172 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $622 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $622 | TotalTaxAmt |
| Distributable Before Adj | $45,550 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,550 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,550 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,550 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,749 | UndistributedIncomePYAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,749 | AppliedToYear1Amt |
| Applied To Current Year | $7,251 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $38,299 | 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 (7 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 |
| NEW DAY SERVICES FOR CHILDREN & FAM | |||||
| PO BOX 471233 | FORT WORTH | TX | 76147 | HOUSING FOR CHILDREN & FAMILILIES | $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 |
| STJUDE CHILDREN'S RESEARCH HOSPITA | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | CHILDREN'S HOSPITAL | $5,000 |
| HOPE CENTER 4 AUTISM - FORT WORTH | |||||
| 2751 GREEN OAKS ROAD | FORT WORTH | TX | 76116 | PROVIDES RESOURCES FOR FAMILIES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | 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 | $8,791 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,589 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,818 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| LITIGATION PAYOUT | $24 |
| DEFERRED FROM 2018 | $1,458 |
| FUNDS REC'D NOT ON 1099 | $67 |
| NONDIVIDEND DISTRIBUTIONS | $85 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,196 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,196 | 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 | $1,350 | Amt |
| Net Investment Income | $1,350 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PUBLIC STORAGE DEP PFD Y | 2017-12 | PURCHASE | 2019-03 | $50,000 | $54,726 | -$4,726 |
| LOSS ON SECURITY CONVERSION TO OPI | 2013-12 | PURCHASE | 2019-01 | $944 | -$944 | |
| TORTOISE MIDSTREAM ENERGY (NTG) | 2014-01 | PURCHASE | 2019-11 | $2,028 | $1,065 | $963 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 800 SH NEW YORK CMNTY BANCORP | $14,931 | $9,616 |
| 800 SH GOVT PPTYD INCOME TR | ||
| 800 SH BRISTOL MYERS SQUIBB CO | $12,432 | $51,352 |
| 80 SH ZIMMER HOLDINGS, INC | $630 | $11,974 |
| 700 SH TORTOISE MLP | $16,286 | $7,672 |
| 500 SH TORTOISE MLP | $9,203 | $5,480 |
| 1200 SH OGE ENERGY CORP | $15,742 | $53,364 |
| 600 SH BP PLC | $25,574 | $22,644 |
| 600 SH AT&T, INC | $14,755 | $23,448 |
| 600 SH ALTRIA GROUP | $23,304 | $29,946 |
| 500 SH REDWOOD TRUST, INC | $17,206 | $8,270 |
| 500 SH ATMOS ENERGY CORP | $13,919 | $55,930 |
| 675 SH RAYONIER, INC REIT | $10,447 | $22,113 |
| 400 SH VERIZON COMMUNICATIONS | $13,710 | $24,560 |
| 400 SH VERIZON COMMUNICATIONS | $10,903 | $24,560 |
| 400 SH CONS EDISON CO | $17,365 | $36,188 |
| 400 SH AT&T, INC. | $9,951 | $15,632 |
| 300 SH PHILIP MORRIS | $26,260 | $25,527 |
| 300 SH MERCK & CO | $13,800 | $27,285 |
| 300 SH MERCK & CO | $10,737 | $27,285 |
| 300 SH ELI LILLY CO | $14,237 | $39,429 |
| 266.667 SH DUKE ENERGY CORP | $9,163 | $24,323 |
| 233.333 SH DUKE ENERGY CORP | $11,596 | $21,282 |
| 225 RAYONIER ADVANCED MATLS | $3,873 | $864 |
| 8 RMR GROUP INC | $95 | $365 |
| 434 RLJ LODGING TR REIT | $8,745 | $7,690 |
| 885 SH ENBRIDGE INCORPORATED | $17,100 | $35,141 |
| 1000 SH PUBLIC STORAGE | ||
| 1000 SH PUBLIC STORAGE | ||
| GOLDMAN SACHS GROUP GWG53 | $49,614 | $50,105 |
| VIRGINIA ELECTRIC AND POWER COMPANY | $50,006 | $50,875 |
| WALGREENS BOOTS ALLIANCE | $49,775 | $52,120 |
| FORD MOTOR CREDIT TLB60 | $36,434 | $36,377 |
| GENERAL MOTORS FINANCIAL CO. ACD54 | $50,006 | $48,732 |
| 200 OFFICE PPTYS | $17,104 | $6,428 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RECEIVABLE CJTXX | Desc |
| EOY Book Value | $146 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | $268 | $268 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LITIGATION PAYOUT | $24 | $24 |
| DEFERRED FROM 2018 | $1,458 | $1,458 |
| FUNDS REC'D NOT ON 1099 | $67 | $67 |
| NONDIVIDEND DISTRIBUTIONS | $85 | $85 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF INCOME TAXES | $283 | $283 |
| FOREIGN TAX PAID ON DIVIDEND | $293 | $293 |