2017-10-24T14:55:48-05:00 2016-12-31 750786316 WEAVER AND TIDWELL LLP 12221 MERIT DRIVE SUITE 1400 DALLAS TX 75251 990 2016-01-01 752571394 BUCKNER RETIREMENT SERVICES INC BUCK 2147588000 700 N PEARL ST NO 1200 DALLAS TX 75201 TONY LINTELMAN SR VICE PRESIDENT/CFO 2147588000 2017-10-18 1 HEIDI J DOLAN P00934271 9724901970 45.17.216.71 2017-10-18 12:46:22 CD P 6C93707AA25D3F51A89E4653CB8E0B827D8BC4C4 CA2AB4CE0F37544BA897DA4E4A577328FEBA6144 2016 2021-01-29 14:40:06Z ALBERT L REYES 700 N PEARL ST NO 1200 DALLAS TX 75201 50868602 0 X WWW.BUCKNER.ORG X 1994 TX TO PROVIDE CARE, MAINTENANCE, HOUSING, AND RELATED SERVICES TO SENIOR ADULTS IN A MORAL AND CHRISTIAN ENVIRONMENT. 26 26 897 1094 0 0 375873 997306 50814358 49513679 494239 303360 25105 33079 51709575 50847424 2097123 2039636 0 0 25178667 25819989 0 0 0 26674108 25423522 53949898 53283147 -2240323 -2435723 104273883 160814682 102953156 164737603 1320727 -3922921 X PROVIDE HOUSING AND CARE FOR AGING PERSONS TO ALLOW SENIOR ADULTS TO RECEIVE A HIGH QUALITY CONTINUUM OF CARE THROUGHOUT THEIR LATER YEARS IN LIFE IN AN ATMOSPHERE THAT ALLOWS WORSHIP AND HELP FOR SENIOR ADULTS TO REACH AND MAINTAIN THEIR FULL POTENTIAL. CARE IS PROVIDED IN A MANNER CONSISTENT WITH CHRISTIAN CONDUCT AND PRINCIPLES. 0 0 48910817 2039636 49546758 OVER 1,460 RESIDENTS SERVED IN RESIDENTIAL RETIREMENT COMMUNITIES; OVER 60 CLIENTS SERVED THROUGH HOSPICE; PROVIDED OVER $540,000 IN SUPPLEMENTAL ASSISTANCE FUNDS FOR RESIDENTS OF BUCKNER RETIREMENT COMMUNITIES. 48910817 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 174 0 1 897 1 0 0 0 0 0 0 0 0 0 1 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 X TONY LINTELMAN 2147588000 700 N PEARL ST STE 1200 DALLAS TX 75201 BILLY R ALLEN DIRECTOR 1.00 4.00 X 0 0 0 MARGARETH FANINI AVILES DIRECTOR 1.00 4.00 X 0 0 0 CAROL C BRIAN DIRECTOR 1.00 4.00 X 0 0 0 LEE E BUSH DIRECTOR 1.00 4.00 X 0 0 0 SUE COURTS DIRECTOR 1.00 4.00 X 0 0 0 ED FRANCIS DIRECTOR 1.00 7.00 X 0 0 0 JULIO GUARNERI DIRECTOR 1.00 4.00 X 0 0 0 DAVID HENNESSEE DIRECTOR 1.00 4.00 X 0 0 0 RODNEY HENRY DIRECTOR 1.00 6.00 X 0 0 0 WATSON MOORE DIRECTOR 1.00 5.00 X 0 0 0 REBECA BROKENBEK DIRECTOR 1.00 4.00 X 0 0 0 CASSANDRA HARRIS DIRECTOR 1.00 4.00 X 0 0 0 ZACH PARRISH DIRECTOR 1.00 4.00 X 0 0 0 ROGERS POPE JR DIRECTOR 1.00 4.00 X 0 0 0 JEFF TAYLOR DIRECTOR 1.00 4.00 X 0 0 0 JAMES H WESTBROOKS DIRECTOR 1.00 4.00 X 0 0 0 SUSAN WILLIAMS DIRECTOR 1.00 4.00 X 0 0 0 NANCY NEAL DIRECTOR 1.00 6.00 X 0 0 0 DUKE PRESLEY DIRECTOR 1.00 5.00 X 0 0 0 BARRY PRYOR DIRECTOR 1.00 7.00 X 0 0 0 LYNETTE GUY RANTON DIRECTOR 1.00 6.00 X 0 0 0 PRISCILLA REIMER DIRECTOR 1.00 4.00 X 0 0 0 EDWARD SALDANA DIRECTOR 1.00 4.00 X 0 0 0 KAY K STRUZICK DIRECTOR 1.00 6.00 X 0 0 0 GEORGE S VORPAHL DIRECTOR 1.00 6.00 X 0 0 0 SUSAN WILHOIT DIRECTOR 1.00 4.00 X 0 0 0 ALBERT L REYES PRESIDENT/CEO 6.00 34.00 X 0 345538 137484 CHARLIE WILSON SENIOR VICE PRESIDENT 32.00 8.00 X 302846 0 53761 PATRICK CRUMP VICE PRESIDENT 29.00 11.00 X 204481 0 33777 TONY LINTELMAN SR. VICE PRESIDENT, CFO 7.00 33.00 X 0 301650 52515 STEPHEN N WAKEFIELD VP, GENERAL COUNSEL, SECRETARY 5.00 35.00 X 0 259611 46316 RICHARD MUNOZ ASSISTANT SECRETARY 8.00 32.00 X 0 153714 7167 CHRISTINA ALLERT ASSISTANT SECRETARY 5.00 35.00 X 0 108958 14518 DOYLETA GAY HORTON SENIOR DIRECTOR OF MARKETING & SALES 40.00 0.00 X 148296 0 7159 ROY DOYLE ANTLE DIRECTOR, AUSTIN 40.00 0.00 X 128332 0 11237 WESLEY WELLS EXECUTIVE DIRECTOR, LONGVIEW 40.00 0.00 X 128558 0 17056 BEN C MAZZARA EXECUTIVE DIRECTOR, BEAUMONT 40.00 0.00 X 128449 0 27096 BLAKE LAMBERT DIRECTOR OF MARKETING & SALES 40.00 0.00 X 109102 0 5399 1150064 1169471 413485 13 0 1 0 HILL & WILKINSON CONSTRUCTION GROUP LTD 2703 TELECOM PARKWAY STE 120 RICHARDSON TX 75082 CONSTRUCTION 8257474 D2 ARCHITECTURE LLC 2001 N LAMAR ST 300 DALLAS TX 75202 ARCHICTECTURAL SVCS 1805323 BARBARA J VESSELS INTERIORS 1025 N STEMMONS FWY STE 605 DALLAS TX 75207 INTERIOR DESIGN SVCS 398585 RICK L WARNER 8320 PIGEON ROAD GILMER TX 75645 CONSTRUCTION 214770 HEALTHMEDX LLC 5100 N TOWNE CTR DR OZARK MO 65721 IT SOLUTIONS 151172 8 830244 167062 39372 997306 PROGRAM SERVICE REVENUE 900099 49513679 49513679 49513679 248028 248028 48655 27855 0 21178 48655 6677 55332 55332 MISCELLANEOUS INCOME 900099 33079 33079 33079 50847424 49546758 0 303360 1494948 1494948 544688 544688 594865 594865 18884614 18884614 627877 529414 98463 4254873 3029439 1225434 1457760 1390644 67116 1849000 1849000 21527 21527 27000 27000 2991547 2677748 313799 443350 435303 8047 564222 530780 33442 299325 299325 4278392 4277641 751 288003 185157 102846 15026 4751 10275 4463308 4457597 5711 4030974 4030974 899522 899277 245 FOOD 2957715 2957715 MEDICAL COSTS 1615612 1615612 SUPPLIES 318569 318569 RESIDENT ACTIVITIES 163441 163441 196989 183180 13809 53283147 48910817 4372330 0 2439410 3053747 1741300 4237007 1680693 1349595 153809 146604 428814 372938 139351667 41620613 85213558 97731054 1557404 1602132 11058895 52321605 104273883 160814682 2258857 6040905 264713 213739 91603523 150446269 8826063 8036690 102953156 164737603 X 1306933 -3936714 13794 13793 1320727 -3922921 104273883 160814682 X -2435723 -400599 -2407326 X 0 1 X 1 0 X 479724 603371 408957 375873 997306 2865231 47392152 49046619 50664993 50814358 49513679 247431801 47871876 49649990 51073950 51190231 50510985 250297032 358881 413954 272087 283388 855244 2183554 0 358881 413954 272087 283388 855244 2183554 248113478 488388 513006 372917 367704 248028 1990043 488388 513006 372917 367704 248028 1990043 17296 60312 27243 25105 33079 163035 48377560 50223308 51474110 51583040 50792092 252450110 0.98280 0.98830 0.00790 0.00300 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2012 AMOUNT: $ 17,296. 2013 AMOUNT: $ 60,312. 2014 AMOUNT: $ 27,243. 2015 AMOUNT: $ 25,105. 2016 AMOUNT: $ 33,079. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5290105 5290105 95636456 30192626 65443830 11150138 6219473 4930665 27274968 5208514 22066454 97731054 REVENUE BOND PROCEEDS HELD BY TRUSTEE 51736900 CAPITALIZED MARKETING COSTS 584705 52321605 DEPOSITS 2052522 OTHER 67630 PAYABLE TO AFFILIATED COMPANIES 734047 ENTRANCE FEES-GREENRIDGE 3429941 ENTRANCE FEES-CALDER WOODS 1260000 ASSET RETIREMENT OBLIGATION 492550 8036690 X PART X, LINE 2: THE CODIFICATION GUIDANCE FOR ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES REQUIRES THAT BRS RECOGNIZE IN ITS CONSOLIDATED FINANCIAL STATEMENTS THE FINANCIAL EFFECTS OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE TAX POSITION. THE NEW REQUIREMENTS ALSO PROVIDE GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. TAX POSITIONS TAKEN RELATED TO BRS'S TAX EXEMPT STATUS, UNRELATED BUSINESS ACTIVITIES TAXABLE INCOME AND DEDUCTIBILITY OF EXPENSES AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, BRS HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. FOR THE YEAR ENDED DECEMBER 31, 2016, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2016, BRS'S TAX YEARS 2013 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. 1 BUCKNER INTERNATIONAL 700 N PEARL ST STE 1200 DALLAS TX 75201 750891443 501(C)(3) 1494948 GENERAL SUPPORT 1 RESIDENT RENTAL ASSISTANCE 26 544688 PART I, LINE 2: MONITORING PROCEDURES: A COMMITTEE REVIEWS ALL APPLICATIONS FOR RESIDENT ASSISTANCE. COMMITTEE MEMBERS ARE UNAWARE OF THE IDENTITY OF APPLICANTS AND MAKE AWARDS BASED ON NEED AND AVAILABILITY OF FUNDS. ALL RECIPIENTS ARE RESIDENTS OF BUCKNER RETIREMENT SERVICES' FACILITIES. ASSISTANCE IS FOR MONTHLY RENT AND OTHER EXPENSES INCURRED AT THE FACILITY IN WHICH THE RECIPIENT RESIDES. X 1 1 0 1 0 0 0 0 0 1 0 ALBERT L REYES PRESIDENT/CEO 0 254175 0 70020 0 21343 0 50082 0 87402 0 483022 0 0 CHARLIE WILSON SENIOR VICE PRESIDENT 252999 0 45703 0 4144 0 42223 0 11538 0 356607 0 0 0 PATRICK CRUMP VICE PRESIDENT 190301 0 10780 0 3400 0 22555 0 11222 0 238258 0 0 0 TONY LINTELMAN SR. VICE PRESIDENT, CFO 0 262914 0 33184 0 5552 0 44178 0 8337 0 354165 0 0 STEPHEN N WAKEFIELD VP, GENERAL COUNSEL, SECRETARY 0 234090 0 19924 0 5597 0 36290 0 10026 0 305927 0 0 RICHARD MUNOZ ASSISTANT SECRETARY 0 144390 0 7472 0 1852 0 0 0 7167 0 160881 0 0 DOYLETA GAY HORTON SENIOR DIRECTOR OF MARKETING & SALES 109120 0 36121 0 3055 0 0 0 7159 0 155455 0 0 0 BEN C MAZZARA EXECUTIVE DIRECTOR, BEAUMONT 121513 0 5853 0 1083 0 24434 0 2662 0 155545 0 0 0 SCHEDULE J, PART I, LINE 4B: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION: THE 457(F) IS A DEFERRED COMPENSATION PLAN THAT ALLOWS BUCKNER TO CONTRIBUTE MONEY ON A PRE-TAX BASIS INTO INVESTMENTS THAT PROVIDE KEY EXECUTIVES WITH A RETIREMENT BENEFIT. ALL CONTRIBUTIONS REMAIN AN ASSET OF THE COMPANY UNTIL DISTRIBUTED. ALBERT L. REYES $31,827 TONY LINTELMAN $25,168 CHARLIE WILSON $24,054 STEPHEN N. WAKEFIELD $22,387 PATRICK CRUMP $8,984 SCHEDULE J, PART I, LINE 7: PROVISIONS FOR ANY NON-FIXED PAYMENTS THE BUCKNER GOAL ACHIEVEMENT PROGRAM (GAP) IS INTENDED TO REWARD SELECTED MANAGERS FOR THEIR ACHIEVEMENT OF PRE-ESTABLISHED GOALS AND OBJECTIVES WHICH ARE TIED TO THE BUSINESS PLAN AND BUDGET. GAP PAYMENTS ARE SUBJECT TO APPROVAL BY THE BOARD AT THE END OF EACH YEAR. CHARLIE WILSON $45,703 PATRICK CRUMP $10,780 DOYLE ANTLE $5,712 DOYLETA GAY HORTON $5,341 WESLEY WELLS $5,125 BEN MAZZARA $3,555 SCHEDULE J, PART I LINE 3: METHODS USED TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S PRESIDENT THE PRESIDENT/CEO OF BUCKNER RETIREMENT SERVICES INC. IS EMPLOYED BY BUCKNER INTERNATIONAL (BI), A RELATED 501(C)(3) ORGANIZATION. BI USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE PRESIDENT/CEO: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -FORM 990 OF OTHER ORGANIZATIONS -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 1A: RELEVANT INFORMATION OF THE BENEFIT PROVIDED THE ORGANIZATION PROVIDED THE FOLLOWING TAXABLE COMPENSATION TO PERSONS LISTED IN PART VII: - GROSS UP PAYMENTS FOR COSTS OF TAX EQUALIZATION OF BENEFITS FOR THE SEVEN EMPLOYEES LISTED A TARRANT CO CULTURAL EDU FACILITIES FINANCE CORP 043833551 87638RGD3 2007-07-01 106951242 REFUND OUTSTANDING SERIES 1998 (7/30/98) 1 0 0 B TARRANT CO CULTURAL EDU FACILITIES FINANCE CORP 043833551 87638RGY7 2016-05-05 103194157 SEE PART VI 0 0 0 A 16015000 39540000 112951940 3824210 3508674 62851081 1569673 620801 42455403 2010 0 1 1 1 B 505000 103884278 697563 42325783 1378102 13893270 48716441 2018 0 1 0 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 1 MORGAN STANLEY 1 1 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 BOND A - SCHEDULE K, PART I, LINE A(F), DESCRIPTION OF PURPOSE: REFUND SERIES 1998 (7/30/98) BONDS AND FINANCING THE COST OF CERTAIN HEALTH FACILITIES LOCATED IN AUSTIN, LONGVIEW, BEAUMONT AND HOUSTON, TEXAS. BOND A - SCHEDULE K, PART II, LINE 3: INCLUDES SALES PROCEEDS OF $106,951,242 PLUS INVESTMENT EARNINGS OF $6,000,698. BOND A - SCHEDULE K, PART III, LINE 7: MEET THE PRIVATE SECURITY OR PAYMENT TEST: WITH RESPECT TO THE BOND ISSUE, BUCKNER RETIREMENT SERVICES LIMITS TRADE WITH THIRD PARTY VENDORS FOR BUSINESS USE TO 5%. BOND A - SCHEDULE K, PART IV, LINE 1, FORM 8038-T NO FORM 8038-T WAS FILED WITH RESPECT TO THE BOND ISSUE DUE TO NEGATIVE ARBITRAGE CALCULATION DURING THE REBATE PERIOD. BOND A - SCHEDULE K, PART IV, LINE 2C: THE DATE REBATE COMPUTATION WAS PERFORMED IS 9/16/2015. BOND A - SCHEDULE K, PART IV, LINE 5C: PROJECT FUND AND CAPITALIZED INTEREST FUND WERE INVESTED IN GIC INSTRUMENTS DATED AUGUST 7, 2007. DUE TO THE ECONOMIC ENVIRONMENT THE GIC INSTRUMENTS WERE TERMINATED ON NOVEMBER 25, 2008. BOND B - SCHEDULE K, PART I, LINE B(F): DESCRIPTION OF PURPOSE: (1) FINANCE THE CONSTRUCTION AND EXPANSION OF CERTAIN FACILITIES LOCATED IN AUSTIN, BEAUMONT AND LONGVIEW, TEXAS. (2) TO REFUND A PORTION OF THE OUTSTANDING 2007 SERIES BONDS. BOND B - SCHEDULE K, PART II, LINE 3B: PROCEEDS INCLUDES PROCEEDS OF $103,194,157 PLUS INVESTMENT EARNINGS OF $690,121. BOND B - SCHEDULE K, PART II, LINE 13: YEAR OF SUBSTANTIAL COMPLETION IS ESTIMATED TO BE 2018. BOND B - SCHEDULE K, PART III, LINE 7: MEET THE PRIVATE SECURITY OR PAYMENT TEST: WITH RESPECT TO THE BOND ISSUE, BUCKNER RETIREMENT SERVICES LIMITS TRADE WITH THIRD PARTY VENDORS FOR BUSINESS USE TO 5%. BONDS A AND B - SCHEDULE K, PART III, LINE 9, PRIVATE BUSINESS USE BUCKNER RETIREMENT SERVICES MONITORS COMPLIANCE WITH THE RULES OF SECTION 145 OF THE INTERNAL REVENUE CODE BASED PRIMARILY ON PRIVATE BUSINESS USE. BUCKNER RETIREMENT SERVICES HAS RECEIVED PRIVATE PAYMENTS WITH RESPECT TO BOND-FINANCED ASSETS OR SPACE BUT MONITORS COMPLIANCE WITH THE PRIVATE ACTIVITY BOND TESTS OF SECTIONS 141 AND 145 OF THE INTERNAL REVENUE CODE BASED PRIMARILY ON LIMITING PRIVATE BUSINESS USE. X 1 34397 APPRAISAL/FMV X WOOD TOOLS 1 4975 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PROCESS USED TO REVIEW FORM 990 THE FINANCE COMMITTEE APPOINTS A FINANCE COMMITTEE MEMBER, FAMILIAR AND QUALIFIED IN ACCOUNTING MATTERS, TO REVIEW AND DISCUSS THE TAX FORMS WITH STAFF. UPON APPROVAL OF THIS REVIEW, THE TAX FORM IS SENT TO THE FULL BOARD PRIOR TO THE FILING OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ENFORCEMENT AND MONITORING DIRECTORS AND OFFICERS ARE REQUIRED TO SUBMIT A STATEMENT OF DISCLOSURE UPON APPOINTMENT TO THE BOARD AND THEREAFTER ANNUALLY. THE PURPOSE OF THIS STATEMENT IS TO PROVIDE A MECHANISM FOR THE DISCLOSURE OF ANY ACTUAL OR POTENTIAL CONFLICT(S) OF INTEREST. ANY ACTUAL OR POTENTIAL CONFLICTS THAT ARISE BETWEEN ANNUAL STATEMENT SUBMISSIONS ARE REQUIRED TO BE COMMUNICATED AS SOON AS POSSIBLE IN WRITING TO THE GENERAL COUNSEL. THE CONFLICT OF INTEREST POLICY (COI) IS EXPLAINED AT THE TIME OF ISSUANCE FOR SIGNATURE. THE COI DEFINES DISQUALIFIED PERSONS AND POTENTIAL CONFLICTS. ANY CONFLICTS THAT ARISE ARE REVIEWED BY THE BOARD OUTSIDE OF THE PRESENCE OF THE INDIVIDUAL(S) INVOLVED. FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION DETERMINATION COMPENSATION DECISIONS FOR THE EXECUTIVE JOBS ARE BASED ON RELEVANT COMPENSATION SURVEY DATA, EVIDENCED JOBHOLDER PERFORMANCE AND AVAILABLE RESOURCES. THE CHAIRMAN OF THE BOARD OF TRUSTEES OF BUCKNER INTERNATIONAL, A RELATED ENTITY, IN CONSULATION WITH THE TRUSTEES, IS RESPONSIBLE FOR SETTING THE COMPENSATION FOR THE PRESIDENT/CEO JOB. THE BOARD CHAIR COORDINATES WITH THE HUMAN RESOURCES CONSULTANT TO CONDUCT A FORMAL EVALUATION OF THE JOB PERFORMANCE OF THE PRESIDENT/CEO. THE EVALUATION INVOLVES FEEDBACK FROM THE PRESIDENT/CEO, HIS DIRECT REPORTS AND THE TRUSTEES. THAT DATA IS REVIEWED BY THE BOARD MEMBERS AND A REPORT IS REVIEWED WITH THE PRESIDENT/CEO DURING HIS ANNUAL JOB PERFORMANCE EVALUATION MEETING. THIS MEETING OCCURS DURING THE LAST SIX MONTHS OF EACH YEAR. FOR ALL OTHER EXECUTIVE JOB HOLDERS, SURVEY DATA IS PROVIDED TO THE PRESIDENT/CEO FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW BY REQUEST. THEY MAY BE REVIEWED AT THE CORPORATE OFFICE IN DALLAS OR MAY BE SENT BY MAIL. FORM 990, PART XI, LINE 9: NET TRANSFERS TO RELATED ORGANIZATIONS 28,130. CHARGE FOR REFUNDING 2007 BONDS -2,435,456. BUCKNER CHILDREN & FAMILY SERVICES INC (BCFS) 700 N PEARL ST STE 1200 DALLAS TX 75201 752571395 SOCIAL SERVICES TX 501(C)(3) LINE 7 BI 1 RIO GRANDE CHILDREN'S HOME INC (RGCH) 700 N PEARL ST STE 1200 DALLAS TX 75201 741492806 SOCIAL SERVICES TX 501(C)(3) LINE 7 BCFS 1 BUCKNER ADOPTION AND MATERNITY SERVICES INC (BAMS) 700 N PEARL ST STE 1200 DALLAS TX 75201 752571396 ADOPTION SERVICES TX 501(C)(3) LINE 7 BI 1 BUCKNER INTERNATIONAL (BI) 700 N PEARL ST STE 1200 DALLAS TX 75201 750891443 MANAGEMENT, ADMINISTRATION TX 501(C)(3) LINE 12C, III-FI N/A 0 MY FATHERS HOUSE LUBBOCK (MFHL) 700 N PEARL ST STE 1200 DALLAS TX 75201 752914146 SOCIAL SERVICES TX 501(C)(3) LINE 7 BCFS 1 RIO GRANDE CHILDREN'S HOME FOUNDATION 700 N PEARL ST STE 1200 DALLAS TX 75201 742552150 MANAGEMENT, ADMINISTRATION TX 501(C)(3) LINE 12B, II RGCH 1 BUCKNER FOUNDATION 700 N PEARL ST STE 1200 DALLAS TX 75201 752125945 MANAGEMENT, ADMINISTRATION TX 501(C)(3) LINE 12A, I BI 1 BAPTIST MEMORIALS MINISTRIES (BMM) 902 N MAIN ST SAN ANGELO TX 76902 752755400 RETIREMENT TX 501(C)(3) LINE 10 BRS 1 BUCKNER SENIOR LIVING INC 700 N PEARL ST STE 1200 DALLAS TX 75201 461785859 SOCIAL SERVICES TX 501(C)(3) LINE 10 BRS 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 BUCKNER INTERNATIONAL B 1494948 CASH BUCKNER FOUNDATION C 830244 CASH BUCKNER FOUNDATION P 79153 CASH BUCKNER INTERNATIONAL P 421363 CASH BUCKNER SENIOR LIVING INC P 216960 CASH BAPTIST MEMORIALS MINISTRIES P 124959 CASH FORM 990, SCHEDULE R, PART V, LINE 1B: GIFT, GRANT OR CAPITAL CONTRIBUTION TO OTHER ORGANIZATION FUNDS ARE SENT PERIODICALLY TO BUCKNER FOUNDATION TO INVEST AND MANAGE ON BEHALF OF BUCKNER RETIREMENT SERVICES TO SUPPORT THE ORGANIZATIONS' MISSION. FUNDS ARE ALSO DISTRIBUTED TO BUCKNER INTERNATIONAL TO ASSIST IN ITS ONGOING OPERATIONS.