BRUCKNER FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: BRUCKNER FAMILY FOUNDATION INC (EIN 75-1686688)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-02-25
IRS object ID: 201940569349100054
Schema version: 2018v3.1
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
All Oth Prog Rltd Investments Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-02-25T12:25:48-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	751386677	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BROWN GRAHAM & COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 20210	AddressLine1Txt
City	AMARILLO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	791142210	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	751686688	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRUCKNER FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BRUC	BusinessNameControlTxt
Phone	8063555831	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	22 EDGEWATER DR	AddressLine1Txt
City	AMARILLO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	791064157	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PEGGY BRUCKNER	PersonNm
Person Title	SEC/TREAS	PersonTitleTxt
Phone	8063555831	PhoneNum
Signature	2019-02-21	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL D SLOAN CPA	PreparerPersonNm
PTIN	P01280318	PTIN
Phone	8063558241	PhoneNum
Preparation	2019-02-21	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	216.82.192.190	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-02-21	IPDt
IP Tm	14:06:46	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	3AC16EE2AA8B31DFBCB38F614B761A066467A8C2	AtSubmissionCreationDeviceId
At Submission Filing Device Id	DC92EB43BB5C6FF309A275AAF7173B7B69626277	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,186,510	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$1,756	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,756	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$73,059	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$73,059	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,535	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$375,554	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$5,535	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$80,350	TotalRevAndExpnssAmt
Total Net Invst Incm	$80,350	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	$3,625	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,812	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,813	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$783	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$262	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$262	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,670	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,074	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,813	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$157,447	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$157,447	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$162,117	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,074	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$159,260	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$81,767	ExcessRevenueOverExpensesAmt
Net Investment Income	$78,276	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$10,920	CashBOYAmt
Cash EOY	$9,005	CashEOYAmt
Cash EOYFMV	$9,005	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$108,069	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$47,711	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$47,711	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY	$17	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$17	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$257,667	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$265,255	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$267,516	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$1,425,962	CorporateStockBOYAmt
Corporate Stock EOY	$1,436,163	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,308,109	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$487,299	CorporateBondsBOYAmt
Corporate Bonds EOY	$500,578	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$481,010	CorporateBondsEOYFMVAmt
Other Investments BOY	$100,000	OtherInvestmentsBOYAmt
Other Investments EOY	$73,000	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$72,996	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$91	OtherAssetsBOYAmt
Other Assets EOY	$146	OtherAssetsEOYAmt
Other Assets EOYFMV	$146	OtherAssetsEOYFMVAmt
Total Assets BOY	$2,390,008	TotalAssetsBOYAmt
Total Assets EOY	$2,331,875	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,186,510	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$81	AccountsPayableBOYAmt
Total Liabilities BOY	$81	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
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	$2,389,927	RetainedEarningBOYAmt
Retained Earning EOY	$2,331,875	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,389,927	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,331,875	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,390,008	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,331,875	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,389,927	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$81,767	ExcessRevenueOverExpensesAmt
Other Increases	$23,715	OtherIncreasesAmt
Subtotal	$2,331,875	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,331,875	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
.0140 AMERICAN CAP WORLD GROWTH	P	2017-12-21	2018-01-18	$1	$1	$0	$0
.6750 AMERICAN INVESTMENT COMPANY	P	2010-06-18	2018-03-22	$26	$18	$8	$8
100,000 CD LUTHER BURBANK SERVICES	P	2017-12-11	2018-06-27	$100,000	$100,000	$0	$0
150,000 CD KEY BANK NA	P	2018-07-11	2018-10-25	$150,000	$150,000	$0	$0
120,000 CS HOME SAVINGS	P	2018-10-25	2018-10-26	$119,899	$120,000	-$101	-$101
CAPITAL GAINS DIVIDENDS	P			$5,628		$5,628	$5,628

Field	Value	IRS element (for citing)
Capital Gain Net Income	$5,535	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$158,175	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$3,320,013	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.047643	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$150,021	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$3,145,470	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.047694	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$125,768	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$3,055,823	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.041157	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$28,525	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$3,065,216	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.009306	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$27,500	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$2,324,785	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.011829	DistributionYr5Rt
Total Distribution	0.157629	TotalDistributionRt
Average Distribution	0.031526	AverageDistributionRt
Net Vl Noncharitable Assets	$3,386,444	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$106,761	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$783	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$107,544	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$159,260	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$783	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$783	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$783	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$800	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$800	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$17	OverpaymentAmt
Applied To ES Tax	$17	AppliedToESTaxAmt
Refund	$0	RefundAmt

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
Individual With Books	BROWN GRAHAM CO PC	IndividualWithBooksNm
Phone	8063558241	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	7431 CONTINENTAL PARKWAY	AddressLine1Txt
City	AMARILLO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	79119	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 (3 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
PEGGY BRUCKNER
22 EDGEWATER	AMARILLO	TX	79106	SECRETARY/TREASURER	10.00	$0	$0	$0
CHRIS BRUCKNER
2215 PARKER	AMARILLO	TX	79109	PRESIDENT	5.00	$0	$0	$0
BRIAN BRUCKNER
2409 PARKER	AMARILLO	TX	79109	VICE-PRESIDENT	5.00	$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,338,953	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$98,915	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$146	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,438,014	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,438,014	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$51,570	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,386,444	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$169,322	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$169,322	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$783	TaxBasedOnInvestmentIncomeAmt
Total Tax	$783	TotalTaxAmt
Distributable Before Adj	$168,539	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$168,539	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$168,539	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$159,260	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$159,260	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$783	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$158,477	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$168,539	DistributableAsAdjustedAmt
Undistributed Income PY	$8,773	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$159,260	QualifyingDistributionsAmt
Applied To Year1	$8,773	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$150,487	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	$18,052	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	PEGGY BRUCKNER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMARILLO AREA FOUNDATION
700 FIRST NATIONAL PLACE 1 801 S	FILLMORE	AMARILLO	TX	79180	EDUCATIONAL	PROGRAMS	$2,000
AMARILLO BOTANICAL GARDENS
1400 STREIT DRIVE		AMARILLO	TX	79106	EDUCATIONAL	PROGRAMS	$1,000
AMARILLO CHILDREN'S HOME
3400 BOWIE ST		AMARILLO	TX	79109	PUBLIC CHARITY	PROGRAMS	$2,000
AMARILLO COLLEGE FOUNDATION
BOX 447		AMARILLO	TX	79178	EDUCATIONAL	PROGRAMS	$15,015
AMARILLO MUSEUM OF ART
2200 S VAN BUREN		AMARILLO	TX	79109	PUBLIC CHARITY	PROGRAMS	$100
AMARILLO OPERA
2223 S VAN BUREN ST		AMARILLO	TX	79109	PUBLIC CHARITY	PROGRAMS	$1,000
AMARILLO SYMPHONY
1000 S POLK		AMARILLO	TX	79101	PUBLIC CHARITY	PROGRAMS	$1,250
ANOTHER CHANCE HOUSE
209 S JACKSON		AMARILLO	TX	79101	PUBLIC CHARITY	PROGRAMS	$1,000
ASBURY THEOLOGICAL SEMINARY
204 N LEXINGTON AVENUE		WILMORE	KY	403901199	RELIGIOUS	PROGRAMS	$1,000
BUCKNER FOUNDATION
700 NORTH PEARS ST STE 1200		DALLAS	TX	75201	PUBLIC CHARITY	PROGRAMS	$1,000
CITY CHURCH OUTREACH MINISTRY
205 S POLK		AMARILLO	TX	79101	RELIGIOUS	PROGRAMS	$1,000
DISCOVERY CENTER
1200 STREIT DRIVE		AMARILLO	TX	79106	EDUCATIONAL	PROGRAMS	$100
DOWNTOWN WOMEN'S CENTER
409 S MOORE		AMARILLO	TX	79101	PUBLIC CHARITY	PROGRAMS	$1,250
FAITH CITY MINISTRIES
401 SE 2ND STREET		AMARILLO	TX	79101	PUBLIC CHARITY	PROGRAMS	$39,978
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS RD		KANSAS CITY	MO	64129	RELIGIOUS	PROGRAMS	$1,500
GIDEONS INTERNATIONAL
PO BOX 2304		AMARILLO	TX	79105	RELIGIOUS	PROGRAMS	$2,000
GOLDEN SPREAD BOY SCOUT COUNCIL
401 TASCOSA ROAD		AMARILLO	TX	79124	PUBLIC CHARITY	PROGRAMS	$2,000
HEAL THE CITY
604 S TENNESSEE		AMARILLO	TX	79106	PUBLIC CHARITY	PROGRAMS	$1,000
HIGH PLAINS FOOD BANK
815 ROSS STREET		AMARILLO	TX	79102	PUBLIC CHARITY	PROGRAMS	$1,000
LIFE CHALLEGE OF AMARILLO
6500 HOPE RD		AMARILLO	TX	79119	PUBLIC CHARITY	PROGRAMS	$3,000
MAVERICK BOYS & GIRLS CLUB
1923 S LINCOLN ST		AMARILLO	TX	79109	PUBLIC CHARITY	PROGRAMS	$1,000
MCMURRAY UNIVERSITY
MCMURRAY STATION		ABILENE	TX	79697	EDUCATIONAL	PROGRAMS, SCHOLARSHIPS	$1,000
MEALS ON WHEELS
219 SW 7TH AVE		AMARILLO	TX	79101	PUBLIC CHARITY	PROGRAMS	$10,165
OPPORTUNITY SCHOOL
1100 SOUTH HARRISON STREET		AMARILLO	TX	79101	EDUCATIONAL	PROGRAMS	$500
PANHANDLE PLAINS HISTORICAL MUSEUM
2503 4TH AVENUE		CANYON	TX	79015	PUBLIC CHARITY	PROGRAMS	$500
POWER OF THE PURSE
1400 WALLACE BOULEVARD		AMARILLO	TX	79106	PUBLIC CHARITY	PROGRAMS	$500
RONALD MCDONALD HOUSE CHARITIES OF AMARILLO
1501 STREIT DRIVE		AMARILLO	TX	79106	PUBLIC CHARITY	PROGRAMS	$40,046
SALVATION ARMY
500 S HARRISON		AMARILLO	TX	79101	PUBLIC CHARITY	PROGRAMS	$2,000
SHARING HOPE MINISTRIES
2300 SW 7TH AVE		AMARILLO	TX	79106	RELIGIOUS	PROGRAMS	$1,000
SNACK PAK 4 KIDS
PO BOX 526		CANYON	TX	79015	PUBLIC CHARITY	PROGRAMS	$2,000
TASCOSA EXCELLENCE COUNCIL
3921 WESTLAWN AVENUE		AMARILLO	TX	79102	EDUCATIONAL	PROGRAMS	$1,000
TASCOSA GIRLS GOLF
3921 WESTLAWN AVE		AMARILLO	TX	79102	EDUCATIONAL	PROGRAMS	$600
TEXAS BOYS RANCH
PO BOX 5665		LUBBOCK	TX	79408	EDUCATIONAL	PROGRAMS	$10,943
TEXAS TECH CENTURY CLUB
2500 BROADWAY ST		LUBBOCK	TX	79409	PUBLIC CHARITY	PROGRAMS	$250
THE ANTIOCH PROJECT
PO BOX 2529		CHINO	CA	91708	RELIGIOUS	PROGRAMS	$1,000
THE NAVIGATORS
PO BOX 6027		ALBERT LEA	MN	56007	PUBLIC CHARITY	PROGRAMS	$1,600
UNITED WAY
2207 LINE AVENUE		AMARILLO	TX	791066718	PUBLIC CHARITY	PROGRAMS	$1,000
WESLEY COMMUNITY CENTER
1615 S ROBERTS		AMARILLO	TX	79102	EDUCATIONAL	PROGRAMS	$1,000
WESLEY FOUNDATION WT A&M
107 26ST		CANYON	TX	79015	EDUCATIONAL	PROGRAMS	$1,000
WTAMU FOUNDATION
WTAMU BOX 60766		CANYON	TX	79016	EDUCATIONAL	PROGRAMS	$2,150

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$157,447	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,756	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$73,059	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$5,535	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$80,350	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$80,350	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)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$3,625	Amt
Net Investment Income	$1,812	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,813	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	N/A	Desc
Amt	$0	Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD TOTAL BOND MARKET INDEX ADM	$450,384	$428,919
AMERICAN BOND FUND OF AMERICA	$50,194	$52,091

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD 500 INDEX FUND	$1,093,495	$1,922,431
AMERICAN CAPITAL INCOME BUILDER FUND	$137,565	$160,917
AMERICAN INCOME FUND OF AMERICA	$126,396	$135,976
AMERICAN FUND GLOBAL BALANCED	$74,732	$84,141
VANGUARD GNMA FUND	$1,370	$1,339
VANGUARD SMALL-CAP INDEX FUND	$2,605	$3,305

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$0	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$265,255	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$267,516	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	CD SANTANDER BANK	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$73,000	BookValueAmt
EOYFMV	$72,996	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	OUTSTANDING REINVESTED DIVIDEND	Desc
BOY Book Value	$91	BOYBookValueAmt
EOY Book Value	$146	EOYBookValueAmt
EOYFMV	$146	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEES	$150	$150	$0
SUPPLIES	$112	$112	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	APPRECIATION OF SECURITIES DISTRIBUTED TO CHARITIES	Desc
Amt	$23,715	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX ON INVESTMENT INCOME	CategoryTxt
Amt	$783	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt