BRUCKNER FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRUCKNER FAMILY FOUNDATION INC (EIN 75-1686688)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-02-13
- IRS object ID
- 201820449349100607
- Schema version
- 2017v2.2
- 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 | 2018-02-13T14:10:41-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULE MINIUM CPA | PreparerPersonNm |
| PTIN | P00194716 | PTIN |
| Phone | 8063558241 | PhoneNum |
| Preparation | 2018-02-09 | 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 | 2018-02-09 | IPDt |
| IP Tm | 12:36:39 | 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 | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,458,920 | 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 | $725 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $725 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,167 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,151 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,151 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $78,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,043 | 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 | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $202 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,211 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,211 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,623 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,936 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,580 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,116 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,339 | CashBOYAmt |
| Cash EOY | $10,920 | CashEOYAmt |
| Cash EOYFMV | $10,920 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $228,755 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,069 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $680 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $250,337 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $257,667 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $264,005 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,448,187 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,425,962 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,490,040 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $475,386 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $487,299 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $485,806 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $99,989 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $892 | OtherAssetsBOYAmt |
| Other Assets EOY | $91 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $91 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,449,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,390,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,458,920 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $81 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81 | 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 | $2,449,576 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,389,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,449,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,389,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,449,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,390,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,449,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,580 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,931 | OtherIncreasesAmt |
| Subtotal | $2,389,927 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,389,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .266 SH CAP WORLD GRWTH & INC | P | 2017-09-15 | 2017-12-26 | $14 | $11 | $3 | $3 |
| CD | P | 2017-06-16 | 2017-12-15 | $90,000 | $90,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $8,148 | $8,148 | $8,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,151 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $150,021 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,145,470 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047694 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $125,768 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,055,823 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,525 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,065,216 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.009306 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,324,785 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.011829 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,360 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,882,567 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042155 | DistributionYr5Rt |
| Total Distribution | 0.152141 | TotalDistributionRt |
| Average Distribution | 0.030428 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,320,013 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,021 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $761 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $158,936 | 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 | $761 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $761 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $761 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $81 | 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 |
| 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 |
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 | $3,179,060 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,370,572 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,370,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,320,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $761 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $761 | TotalTaxAmt |
| Distributable Before Adj | $165,240 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $165,240 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $165,240 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,936 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,936 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $761 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $158,175 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,469 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,936 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,469 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,467 | 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 | $8,773 | 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 (36 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 | $1,000 |
| AMARILLO BOTANICAL GARDENS | |||||||
| 1400 STREIT DRIVE | AMARILLO | TX | 79106 | EDUCATIONAL | PROGRAMS | $1,000 | |
| AMARILLO COLLEGE FOUNDATION | |||||||
| BOX 447 | AMARILLO | TX | 79178 | EDUCATIONAL | PROGRAMS | $2,100 | |
| AMARILLO MUSEUM OF ART | |||||||
| 2200 S VAN BUREN | AMARILLO | TX | 79109 | PUBLIC CHARITY | PROGRAMS | $75 | |
| AMARILLO OPERA | |||||||
| 2223 S VAN BUREN ST | AMARILLO | TX | 79109 | PUBLIC CHARITY | PROGRAMS | $1,000 | |
| AMARILLO RECOVERY FOR ALCOHOL & DRUGS INC | |||||||
| 1001 WALLACE BLVD | AMARILLO | TX | 79106 | PUBLIC CHARITY | PROGRAMS | $50,181 | |
| AMARILLO SYMPHONY | |||||||
| 1000 S POLK | AMARILLO | TX | 79101 | PUBLIC CHARITY | PROGRAMS | $2,750 | |
| 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 | $25,000 | |
| 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 | |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 409 S MOORE | AMARILLO | TX | 79101 | PUBLIC CHARITY | PROGRAMS | $1,000 | |
| FAITH CITY MINISTRIES | |||||||
| 401 SE 2ND STREET | AMARILLO | TX | 79101 | PUBLIC CHARITY | PROGRAMS | $1,500 | |
| 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 | $2,200 | |
| GOLDEN SPREAD BOY SCOUT COUNCIL | |||||||
| 401 TASCOSA ROAD | AMARILLO | TX | 79124 | PUBLIC CHARITY | PROGRAMS | $1,000 | |
| HEAL THE CITY | |||||||
| 604 S TENNESSEE | AMARILLO | TX | 79106 | PUBLIC CHARITY | PROGRAMS | $45,305 | |
| HIGH PLAINS FOOD BANK | |||||||
| 815 ROSS STREET | AMARILLO | DC | 79102 | PUBLIC CHARITY | PROGRAMS | $1,000 | |
| LIFE CHALLEGE OF AMARILLO | |||||||
| 6500 HOPE RD | AMARILLO | TX | 79119 | PUBLIC CHARITY | PROGRAMS | $1,000 | |
| MAVERICK BOYS & GIRLS CLUB | |||||||
| 1923 S LINCOLN ST | AMARILLO | TX | 79109 | PUBLIC CHARITY | PROGRAMS | $750 | |
| MCMURRAY UNIVERSITY | |||||||
| MCMURRAY STATION | ABILENE | TX | 79697 | EDUCATIONAL | PROGRAMS, SCHOLARSHIPS | $1,000 | |
| PANHANDLE PLAINS HISTORICAL MUSEUM | |||||||
| 2503 4TH AVENUE | CANYON | TX | 79015 | PUBLIC CHARITY | PROGRAMS | $500 | |
| PRESBYTERIAN HOME FOR CHILDREN | |||||||
| 3400 BOWIE ST | AMARILLO | TX | 79109 | PUBLIC CHARITY | PROGRAMS | $1,500 | |
| SALVATION ARMY | |||||||
| 500 S HARRISON | AMARILLO | TX | 79101 | PUBLIC CHARITY | PROGRAMS | $1,000 | |
| SHARING HOPE MINISTRIES | |||||||
| PO BOX 7160 | AMARILLO | TX | 79114 | 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 | $500 | |
| TASCOSA GIRLS GOLF | |||||||
| 3921 WESTLAWN AVE | AMARILLO | TX | 79102 | EDUCATIONAL | PROGRAMS | $500 | |
| TEXAS BOYS RANCH | |||||||
| PO BOX 5665 | LUBBOCK | TX | 79408 | EDUCATIONAL | PROGRAMS | $1,000 | |
| 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 | |||||||
| 2418 W 9TH | AMARILLO | TX | 79106 | 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 | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,211 | 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 | $725 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,167 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,043 | 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 | $3,450 | Amt |
| Net Investment Income | $1,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,725 | 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 | $438,559 | $429,037 |
| AMERICAN BOND FUND OF AMERICA | $48,740 | $56,769 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CAPITAL WORLD GROWTH & INCOME | $1 | $1 |
| VANGUARD 500 INDEX FUND | $1,054,483 | $2,011,492 |
| AMERICAN CAPITAL INCOME BUILDER FUND | $137,565 | $179,457 |
| AMERICAN INCOME FUND OF AMERICA | $150,358 | $194,727 |
| AMERICAN INVESTMENT COMPANY OF AMERICA | $3,003 | $4,551 |
| AMERICAN FUND GLOBAL BALANCED | $76,665 | $94,836 |
| VANGUARD GNMA FUND | $1,332 | $1,327 |
| VANGUARD SMALL-CAP INDEX FUND | $2,555 | $3,649 |
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 | $257,667 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $264,005 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LUTHER BURBANK SAVINGS CD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $100,000 | BookValueAmt |
| EOYFMV | $99,989 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING DEPOSITS | Desc |
| BOY Book Value | $892 | BOYBookValueAmt |
| EOY Book Value | $91 | EOYBookValueAmt |
| EOYFMV | $91 | 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 | $52 | $52 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION OF SECURITIES DISTRIBUTED TO CHARITIES | Desc |
| Amt | $23,931 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $760 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |