KEN AND MARTHA BRUNER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KEN AND MARTHA BRUNER FOUNDATION (EIN 75-2356469)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-10
- IRS object ID
- 201532229349100503
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-10T08:00:30-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752963305 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN GREEN CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6508 COLLEYVILLE BLVD STE 300 | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760346271 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 & MARTHA BRUNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEN& | 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 | 76054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH L BRUNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8172821716 | PhoneNum |
| Signature | 2015-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN GREEN | PreparerPersonNm |
| PTIN | P00451195 | PTIN |
| Phone | 8172516688 | PhoneNum |
| Preparation | 2015-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $848,113 | 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 | $35,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,725 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,725 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,725 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $22,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,555 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $22,555 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $61,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,407 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,280 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $825 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $460 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $460 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $116 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $116 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $941 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,941 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,006 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,280 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $255,388 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $167,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $167,432 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $399,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $518,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $680,681 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $655,185 | TotalAssetsBOYAmt |
| Total Assets EOY | $685,667 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $848,113 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $588,053 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $588,053 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $67,132 | RetainedEarningBOYAmt |
| Retained Earning EOY | $97,614 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $655,185 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $685,667 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $655,185 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $685,667 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $655,185 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,417 | OtherIncreasesAmt |
| Subtotal | $685,667 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $685,667 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,127 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,917 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $749,403 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043924 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,059 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $678,338 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044313 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $630,355 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045292 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,263 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $557,884 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041699 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,333 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $458,967 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055196 | DistributionYr5Rt |
| Total Distribution | 0.230424 | TotalDistributionRt |
| Average Distribution | 0.046085 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $800,445 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,139 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,941 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $500 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $500 | SubtotalAmt |
| Tax Based On Investment Income | $500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $502 | AppliedToEsTaxAmt |
| Total Payments And Credits | $602 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $94 | OverpaymentAmt |
| Applied To ES Tax | $94 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTHA BRUNER | IndividualWithBooksNm |
| Phone | 8172821716 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 CIRCLEVIEW DR N | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 | 1.00 | $0 | $0 | $0 |
| MARTHA M BRUNER | ||||||||
| 529 CIRCLEVIEW DRIVE NORTH | HURST | TX | 76054 | VP/S-T/DIREC | 1.00 | $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 | $601,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $812,635 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $812,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $800,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,022 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,022 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $500 | TotalTaxAmt |
| Distributable Before Adj | $39,522 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,522 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,522 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,941 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,941 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $36,941 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,522 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,970 | UndistributedIncomePYAmt |
| Qualifying Distributions | $36,941 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,970 | AppliedToYear1Amt |
| Applied To Current Year | $971 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $38,551 | 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 | KENNTH 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 PROFF 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 | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SPIRIT HORSE THERAPEUTIC CENTER | ||||||
| 1960 POST OAK DRIVE | 1960 POST OAK DRIVE | CORINTH | TX | 76210 | THERAPY FOR SPECIAL NEED INDIVIDUALS | $10,000 |
| LOVE NEVER FAILS INTERNATIONAL | ||||||
| 5617 DIAMOND OAKS DRIVE S | 5617 DIAMOND OAKS DRIVE S | FORT WORTH | TX | 76117 | RELIGIOUS | $5,000 |
| CAL FARLEY'S | ||||||
| PO BOX 1890 | PO BOX 1890 | AMARILLO | TX | 79174 | PROVIDE CHILDREN WITH HOUSIONG AND E | $5,000 |
| PATRIOT PAWS SERVICE DOGS | ||||||
| 254 RANCH TRAIL | 254 RANCH TRAIL | ROCKWALL | TX | 75032 | ASSISTANCE FOR WOUNDED VETS | $5,000 |
| NEW DAY SERVICES FOR CHILDREN & FAM | ||||||
| PO BOX 471233 | PO BOX 471233 | FORT WORTH | TX | 76147 | HOUSING FOR CHILDREN & FAMILIES | $5,000 |
| ACH CHILD AND FAMILY SERVICES | ||||||
| 1424 SUMMIT AVENUE | 1424 SUMMIT AVENUE | FORT WORTH | TX | 76102 | FAMILY SUPPORT IN FORT WORTH | $3,000 |
| MAKE A WISH FOUNDATION OF N TX | ||||||
| 6655 DESEO | 6655 DESEO | IRVING | TX | 75039 | ILL CHILDREN LAST WISH | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,000 | 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 | $2,725 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,555 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,127 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,407 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,407 | 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 | $35,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $825 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 800 SH BRISTOL MYERS SQUIBB CO | $12,432 | $47,224 |
| 266.667 SH DUKE ENERGY CORP | $9,163 | $22,277 |
| 233.333 SH DUKE ENERY CORP | $11,596 | $19,493 |
| 1000 SH TECO ENERGY, INC | $16,131 | $20,490 |
| 80 SH ZIMMER HOLDINGS, INC | $630 | $9,074 |
| 800 SH MERRILL LYNCH PFD CAPITAL 7% | $20,000 | $20,424 |
| 300 SH MERCK & CO | $13,800 | $17,037 |
| 300 SH MERCK & CO | $10,737 | $17,037 |
| 600 SH OGE ENERGY CORP | $15,742 | $42,576 |
| 600 SH AT&T, INC | $14,755 | $20,154 |
| 400 SH AT&T, INC. | $9,951 | $13,436 |
| 400 SH VERIZON COMMUNICATIONS | $13,710 | $18,712 |
| 400 SH VERIZON COMMUNICATIONS | $10,903 | $18,712 |
| 400 SH CONS EDISON CO | $17,365 | $26,404 |
| 800 SH NEW YORK CMNTY BANCORP | $14,931 | $12,800 |
| 450 SH RAYONIER, INC REIT | $14,223 | $18,860 |
| 800 SH ROYAL BK SCOTLAND GRP 6.35% | $20,000 | $19,800 |
| 1100 SH WINDSTREAM CORP | $15,019 | $9,064 |
| 900 SH WINDSTREAM CORP | $9,314 | $7,416 |
| 800 SH BARCLAYS BANK PLC 6.625 | $20,000 | $20,408 |
| 800 SH MORGAN STANLEY CAP TR VIII | $20,000 | $20,154 |
| 500 SH REDWOOD TRUST, INC | $15,958 | $9,850 |
| 800 SH ING GROEP NV 7.375 | $20,000 | $20,592 |
| 400 SH SPECTRA ENERGY CORP | $6,605 | $14,520 |
| 500 SH SPECTRA ENERGY CORP | $10,505 | $18,150 |
| 1200 SH FELCOR LODGING TRUST INC | $13,770 | $12,984 |
| 300 SH ELI LILLY CO | $14,237 | $20,697 |
| 95.992 SH FRONTIER COMMUNICATIONS | $825 | $640 |
| 96.008 SH FRONTIER COMMUNICATIONS | $649 | $640 |
| 2000 SH FRONTIER COMMUNICATIONS | $12,927 | $13,340 |
| 500 SH ATMOS ENERGY CORP | $13,919 | $27,870 |
| 600 SH ALTRIA GROUP | $23,304 | $29,562 |
| 600 SH BP PLC | $25,574 | $22,872 |
| 800 SH GOVT PPTYD INCOME TR | $20,349 | $18,408 |
| 300 SH PHILIP MORRIS | $26,260 | $24,435 |
| 700 SH TORTOISE MLP | $19,042 | $19,551 |
| 225 RAYONIER ADVANCED MATLS | $3,909 | $5,018 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE FEES | $232 | $116 | $116 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR VALUATION ADJUSTMENT | Desc |
| Amt | $7,417 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $460 | Amt |
| Net Investment Income | $460 | NetInvestmentIncomeAmt |