BRUCKNER FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BRUCKNER FAMILY FOUNDATION INC (EIN 75-1686688)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201401329349100030
- Schema version
- 2013v3.0
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T09:46:07-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20210 | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 791142210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 79106 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY BRUCKNER | PersonNm |
| Person Title | SEC/TREAS | PersonTitleTxt |
| Phone | 8063555831 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULE MINIUM | PreparerPersonNm |
| PTIN | P00194716 | PTIN |
| Phone | 8063558241 | PhoneNum |
| Preparation | 2014-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,965,079 | 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 | $627,136 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,124 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,124 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,520 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,520 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $243,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,243 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $698,023 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,887 | 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 | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,671 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $341 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,003 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,003 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $664,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $310,313 | CashBOYAmt |
| Cash EOY | $46,862 | CashEOYAmt |
| Cash EOYFMV | $46,862 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,558 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,558 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $190 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $228,268 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $227,933 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,039,281 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,499,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,011,016 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $426,264 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $637,587 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $636,710 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,791,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,454,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,965,079 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,573 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,379 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,573 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,379 | 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 | $1,788,625 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,453,424 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,788,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,453,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,791,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,454,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,788,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $664,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,453,424 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,453,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ROGERS ELEMEMENTS TRUST | P | 2012-08-31 | 2013-04-30 | $2,862 | $3,090 | -$228 | -$228 |
| ROGERS ELEMEMENTS TRUST | P | 2012-12-03 | 2013-05-31 | $4,089 | $4,415 | -$326 | -$326 |
| ROGERS ELEMEMENTS TRUST | P | 2013-09-03 | 2013-10-01 | $8,128 | $8,245 | -$117 | -$117 |
| RUSSELL 1000 INDEX FUND | P | 2012-07-23 | 2013-01-02 | $23,727 | $22,289 | $1,438 | $1,438 |
| I SHARES 1-3 YR T BOND | P | 2013-06-28 | 2013-10-31 | $18,501 | $18,461 | $40 | $40 |
| I SHARES 1-3 YR T BOND | P | 2013-09-03 | 2013-12-02 | $8,873 | $8,846 | $27 | $27 |
| I SHARES CORE TOTAL BOND MKT | P | 2012-11-01 | 2013-01-02 | $3,105 | $3,106 | -$1 | -$1 |
| I SHARES CORE TOTAL BOND MKT | P | 2013-06-03 | 2013-08-30 | $24,157 | $24,943 | -$786 | -$786 |
| I SHARES CORE TOTAL BOND MKT | P | 2013-10-01 | 2013-10-31 | $6,687 | $6,628 | $59 | $59 |
| VANGUARD MATERIALS ETF | P | 2012-07-23 | 2013-04-01 | $8,514 | $7,430 | $1,084 | $1,084 |
| VANGUARD TELECOM ETF | P | 2012-07-23 | 2013-01-02 | $7,714 | $7,421 | $293 | $293 |
| VANGUARD MSCI EMERGING MKTS ETF | P | 2012-08-31 | 2013-06-03 | $11,564 | $11,084 | $480 | $480 |
| FIRST TR HEALTHCARE | P | 2012-09-28 | 2013-01-02 | $7,873 | $7,816 | $57 | $57 |
| WISDOMTREE EMERGING MKT EQUITY INCOME | P | 2012-10-01 | 2013-06-28 | $10,485 | $11,792 | -$1,307 | -$1,307 |
| I SHARES US REAL ESTATE | P | 2012-07-23 | 2013-07-01 | $8,078 | $7,924 | $154 | $154 |
| SECTOR SPDR INDUSTRIAL | P | 2012-07-23 | 2013-01-02 | $8,198 | $7,408 | $790 | $790 |
| SECTOR SPDR FINANCIAL | P | 2012-07-23 | 2013-10-01 | $10,491 | $7,430 | $3,061 | $3,061 |
| I SHARES GOLD TRUST | P | 2012-07-23 | 2013-01-31 | $3,267 | $3,103 | $164 | $164 |
| I SHARES GOLD TRUST | P | 2012-08-31 | 2013-02-28 | $1 | $1 | $0 | $0 |
| I SHARES GOLD TRUST | P | 2012-08-31 | 2013-04-30 | $3,668 | $4,163 | -$495 | -$495 |
| SPDR GOLD TRUST | P | 2013-09-03 | 2013-10-01 | $3,860 | $4,221 | -$361 | -$361 |
| 50K ROYAL BANK OF SCOTLAND PLC | P | 2011-01-07 | 2013-02-05 | $53,250 | $49,630 | $3,620 | $3,620 |
| CAPITAL GAINS DIVIDENDS | P | $6,597 | $6,597 | $6,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,243 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,360 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,882,567 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042155 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $140,825 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,443,478 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097560 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,390 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,230,756 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089693 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,212 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,081,654 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078779 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $428,033 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,325,258 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.322981 | DistributionYr5Rt |
| Total Distribution | 0.631168 | TotalDistributionRt |
| Average Distribution | 0.126234 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,324,785 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $293,467 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $665 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $294,132 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,330 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,330 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $920 | TotalPaymentsAndCreditsAmt |
| Tax Due | $410 | 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 | Yes (1) | 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 | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 79119 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $2,269,122 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,360,188 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,360,188 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,324,785 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,330 | TotalTaxAmt |
| Distributable Before Adj | $114,909 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,909 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,909 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $337,146 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,587 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,710 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $488,221 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $87,409 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $87,409 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $400,812 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $249,737 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $151,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,778 | ExcessFromYear4Amt |
| Excess From Year3 | $49,587 | ExcessFromYear3Amt |
| Excess From Year2 | $69,710 | ExcessFromYear2Amt |
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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| AMARILLO AREA CASA | |||||||
| 112 W 8TH AVE 101 | AMARILLO | TX | 79101 | PUBLIC CHARITY | PROGRAMS | $70 | |
| AMARILLO AREA FOUNDATION WOMEN'S PHIL FUND | |||||||
| 801 S FILMORE SUITE 700 | AMARILLO | TX | 79101 | PUBLIC CHARITY | PROGRAMS | $1,000 | |
| AMARILLO AREA FOUNDATION | |||||||
| 700 FIRST NATIONAL PLACE 1 801 S | AMARILLO | TX | 79180 | EDUCATIONAL | PROGRAMS | $1,500 | FILLMORE |
| AMARILLO BOTANICAL GARDENS | |||||||
| 1400 STREIT DRIVE | AMARILLO | TX | 79106 | EDUCATIONAL | PROGRAMS | $1,000 | |
| AMARILLO COLLEGE FOUNDATION | |||||||
| BOX 447 | AMARILLO | TX | 79178 | EDUCATIONAL | PROGRAMS | $950 | |
| AMARILLO MUSEUM OF ART (CHRISTMAS ROUNDUP) | |||||||
| 2200 S VAN BUREN | AMARILLO | TX | 79109 | PUBLIC CHARITY | PROGRAMS | $650 | |
| 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 | $1,000 | |
| ASBURY THEOLOGICAL SEMINARY | |||||||
| 204 N LEXINGTON AVENUE | WILMORE | KY | 403901199 | RELIGIOUS | PROGRAMS | $1,000 | |
| BSA FOUNDATION | |||||||
| 1600 WALLACE BOULEVARD | AMARILLO | TX | 79106 | PUBLIC CHARITY | PROGRAMS | $100 | |
| CITY CHURCH OUTREACH MINISTRY | |||||||
| 205 S POLK | AMARILLO | TX | 79101 | RELIGIOUS | PROGRAMS | $500 | |
| DON & SYBIL HARRINGTON CANCER CENTER | |||||||
| 1500 WALLACE BLVD | AMARILLO | TX | 79106 | PUBLIC CHARITY | PROGRAMS | $100 | |
| DON & SYBIL HARRINGTON DISCOVERY CENTER | |||||||
| 1200 STREIT DR | AMARILLO | TX | 79106 | PUBLIC CHARITY | PROGRAMS | $100 | |
| FAITH CITY MINISTRIES | |||||||
| 401 SE 2ND STREET | AMARILLO | TX | 79101 | PUBLIC CHARITY | PROGRAMS | $1,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | RELIGIOUS | PROGRAMS | $1,250 | |
| FRIENDS OF AMARILLO BOTANICAL GARDENS | |||||||
| 1400 STREIT DRIVE | AMARILLO | TX | 79106 | PUBLIC CHARITY | PROGRAMS | $40 | |
| 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 | $500 | |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 200024999 | PUBLIC CHARITY | PROGRAMS | $200 | |
| HIGH PLAINS FOOD BANK | |||||||
| 815 ROSS STREET | AMARILLO | TX | 79102 | PUBLIC CHARITY | PROGRAMS | $1,000 | |
| MAVERICK BOYS & GIRLS CLUB | |||||||
| 1923 S LINCOLN ST | AMARILLO | TX | 79109 | PUBLIC CHARITY | PROGRAMS | $150 | |
| MCMURRAY UNIVERSITY | |||||||
| MCMURRAY STATION | ABILENE | TX | 79697 | EDUCATIONAL | PROGRAMS, SCHOLARSHIPS | $1,000 | |
| OPPORTUNITY SCHOOL | |||||||
| 1100 S HARRISON | AMARILLO | TX | 79101 | EDUCATIONAL | PROGRAMS | $100 | |
| PANHANDLE PLAINS HISTORICAL MUSEUM | |||||||
| 2503 4TH AVENUE | CANYON | TX | 79015 | PUBLIC CHARITY | PROGRAMS | $150 | |
| PRESBYTERIAN HOME FOR CHILDREN | |||||||
| 3400 BOWIE ST | AMARILLO | TX | 79109 | PUBLIC CHARITY | PROGRAMS | $250 | |
| SALVATION ARMY | |||||||
| 500 S HARRISON | AMARILLO | TX | 79101 | PUBLIC CHARITY | PROGRAMS | $1,000 | |
| SAMARITAN PASTORAL COUNSELING CENTER OF AMARILLO | |||||||
| 112 W 8TH ST SUITE 800 | AMARILLO | TX | 79101 | PUBLIC CHARITY | PROGRAMS | $500 | |
| TASCOSA BAND AND ORCHESTRA | |||||||
| 3921 WESTLAWN AVENUE | AMARILLO | TX | 79102 | EDUCATIONAL | PROGRAMS | $500 | |
| TASCOSA EXCELLENCE COUNCIL | |||||||
| 3921 WESTLAWN AVENUE | AMARILLO | TX | 79102 | EDUCATIONAL | PROGRAMS | $1,000 | |
| 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 | $100 | |
| THE NAVIGATORS | |||||||
| 2418 W 9TH | AMARILLO | TX | 79106 | EDUCATIONAL | PROGRAMS | $1,600 | |
| THS TENNIS BOOSTER CLUB | |||||||
| 3921 WESTLAWN AVE | AMARILLO | TX | 79102 | EDUCATIONAL | PROGRAMS | $500 | |
| 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 | $1,600 | |
| WTAMU LEARNING DISABILITIES | |||||||
| WTAMU BOX 60766 | CANYON | TX | 79016 | EDUCATIONAL | PROGRAMS | $40 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,450 | 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 | $8,124 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,520 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,243 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,887 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,887 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Payroll ContributionPayrollContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BRUCKNER TRUCK SALES INC | |||||||
| 1 | 9471 I-40 EAST | AMARILLO | TX | 79118 | $17,643 | Yes (X) | |
| ESTATE OF BEN BRUCKNER JR | |||||||
| 2 | 22 EDGEWATER DRIVE | AMARILLO | TX | 79106 | $1,184 | Yes (X) | |
| ESTATE OF BEN BRUCKNER JR | |||||||
| 3 | 22 EDGEWATER DRIVE | AMARILLO | TX | 79106 | $226,596 | Yes (X) | |
| ESTATE OF BEN BRUCKNER JR | |||||||
| 4 | 22 EDGEWATER DRIVE | AMARILLO | TX | 79106 | $2,367 | Yes (X) | |
| ESTATE OF BEN BRUCKNER JR | |||||||
| 5 | 22 EDGEWATER DRIVE | AMARILLO | TX | 79106 | $379,346 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 112.947 SHS VANGUARD GNMA FUND | $1,184 | 2013-09-20 |
| 3 | 16,491.669 SHS VANGUARD INT TERM TAX EXEMPT FUND | $226,596 | 2013-09-20 |
| 4 | 48.289 SHS VANGUARD CAP INDEX FUND | $2,367 | 2013-09-20 |
| 5 | 2,407.635 SHS VANGUARD 500 INDEX FUND | $379,346 | 2013-09-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | 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 (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX ADM | $395,905 | $379,823 |
| AMERICAN BOND FUND OF AMERICA | $61,282 | $69,522 |
| MORGANSTANLEY BOND | $50,089 | $50,398 |
| CITIGROUP BOND | $29,945 | $31,472 |
| GOLDMAN SACHS GROUP INC | $49,450 | $52,065 |
| LLOYDS TSB BANK PLC | $50,916 | $53,430 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CAPITAL WORLD GROWTH & INCOME | $44,707 | $71,410 |
| AMERICAN GROWTH FUND OF AMERICA | $9,732 | $17,163 |
| VANGUARD 500 INDEX FUND | $928,878 | $1,281,065 |
| AMERICAN CAPITAL INCOME BUILDER FUND | $137,565 | $167,258 |
| AMERICAN INCOME FUND OF AMERICA | $114,669 | $149,399 |
| AMERICAN INVESTMENT COMPANY OF AMERICA | $17,209 | $23,696 |
| AMERICAN NEW PERSPECTIVE FUND | $21,756 | $35,943 |
| AMERICAN NEW WORLD FUND | $2,675 | $4,135 |
| AMERICAN FUND GLOBAL BALANCED | $64,085 | $75,957 |
| ELEMENTS ROGERS TRUST | $3,646 | $3,489 |
| ISHARES MSCI EAFE INDEX | $22,430 | $29,253 |
| SECTOR SPDR CONSMRS STPL | $7,806 | $9,370 |
| SPDR S P WORLD EX US | $15,000 | $18,983 |
| CONSUMER DISCRETIONARY | $7,944 | $11,027 |
| FIRST TR UTILITIES | $7,939 | $8,822 |
| SPDR HEALTH CARE SELECT | $8,315 | $10,035 |
| I SHARES 1-3 YEAR | $13,503 | $13,501 |
| I SHARES TRUST SHS | $10,475 | $10,079 |
| I SHARES MSCI EMERGING | $10,479 | $10,240 |
| I SHARES RS 2000 VALUE | $23,830 | $30,646 |
| I SHARES US REAL ESTATE | $4,333 | $4,353 |
| SECTOR SPDR ENERGY | $7,941 | $9,736 |
| SPDR GOLD TRUST | $4,365 | $4,296 |
| VANGUARD INDUSTRIAL ETF | $6,659 | $7,402 |
| VANGUARD GNMA FUND | $1,190 | $1,184 |
| VANGUARD SMALL-CAP INDEX FUND | $2,397 | $2,574 |
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 | $228,268 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $227,933 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $3,003 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,003 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OUTSTANDING CHECKS | $2,573 | $969 |
| EXCISE TAX PAYABLE | $0 | $410 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF BENJAMIN BRUCKNER JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 EDGEWATER DRIVE | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 79106 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $1,330 | $0 | $0 |
| FOREIGN INVESTMENT TAXES | $341 | $341 | $0 |