MR AND MRS JOE W BRATCHER JR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MR AND MRS JOE W BRATCHER JR FOUNDATION (EIN 74-2387803)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-21
- IRS object ID
- 202642029349100719
- Schema version
- 2025v4.2
- 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
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-21T15:46:36-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742900215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 2000 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787019682 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742387803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MR AND MRS JOE W BRATCHER JR | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MRAN | BusinessNameControlTxt |
| Phone | 5129680928 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE ROAD C-100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY ALBRECHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5129680928 | PhoneNum |
| Signature | 2026-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANA MCCARTNEY | PreparerPersonNm |
| PTIN | P01302365 | PTIN |
| Phone | 5123703200 | PhoneNum |
| Preparation | 2026-07-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,946,897 | 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 | $14,340 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,340 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $726,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $109,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,680 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $781 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $781 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $942 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,723 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $351,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $351,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $360,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,723 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $353,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$251,160 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $347,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $254,911 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $254,911 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6 | AcctRcvblAmt |
| Acct Rcvbl EOY | $6 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6 | AcctRcvblEOYFMVAmt |
| Corporate Bonds BOY | $329,926 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,890,676 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,061,676 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,691,980 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,567,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,316,593 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,946,897 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $2,567,753 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,316,593 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,567,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,316,593 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,567,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,316,593 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,567,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$251,160 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,316,593 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,316,593 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB PUBLICLY TRADED SECURITY | P | 2011-11-11 | 2025-12-31 | $721,970 | $731,000 | -$9,030 | -$9,030 |
| CAPITAL GAINS DIVIDENDS | P | $4,647 | $4,647 | $4,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,383 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,528 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,528 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,903 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,903 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,375 | OverpaymentAmt |
| Applied To ES Tax | $1,375 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WENDY ALBRECHT | IndividualWithBooksNm |
| Phone | 5129680928 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE ROAD C-100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY ALBRECHT | ||||||||
| 3939 BEE CAVE ROAD BLDG C-100 | AUSTIN | TX | 78746 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| AARON ALBRECHT | ||||||||
| 3939 BEE CAVE ROAD BLDG C-100 | AUSTIN | TX | 78746 | SECRETARY/VP | 0.50 | $0 | $0 | $0 |
| BRIGID COCKRUM | ||||||||
| 3939 BEE CAVE ROAD BLDG C-100 | AUSTIN | TX | 78746 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LAUREN ALBRECHT | ||||||||
| 3939 BEE CAVE ROAD BLDG C-100 | AUSTIN | TX | 78746 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BETH BILODEAU | ||||||||
| 3939 BEE CAVE ROAD BLDG C-100 | AUSTIN | TX | 78746 | DIRECTOR | 0.50 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,548,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $543,601 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,091,842 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,091,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,378 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,045,464 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,273 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,273 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,528 | TotalTaxAmt |
| Distributable Before Adj | $150,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $150,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $150,745 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $353,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $353,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $125,522 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $173,277 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $200,292 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $216,592 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $261,814 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $977,497 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $353,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $150,745 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $202,755 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,180,252 | 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 | $125,522 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,054,730 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $173,277 | ExcessFromYear4Amt |
| Excess From Year3 | $200,292 | ExcessFromYear3Amt |
| Excess From Year2 | $216,592 | ExcessFromYear2Amt |
| Excess From Year1 | $261,814 | ExcessFromYear1Amt |
| Excess From Current Year | $202,755 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WENDY ALBRECHT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUSTIN HUMANE SOCIETY | ||||||
| 124 WEST ANDERSON LANE | AUSTIN | TX | 78752 | PC | TO PROVIDE COMPREHENSIVE, HUMANE, LIFE-SAVING ANIMAL SERVICES | $10,000 |
| CARITAS OF AUSTIN | ||||||
| 611 NECHES STREET | AUSTIN | TX | 78701 | PC | SERVICE CONTINUUM FOR THOSE EXPERIENCING POVERTY | $15,000 |
| EQUINE CUSHING'S AND INSULIN RESISTANCE GROUP | ||||||
| PO BOX 79 | NORTH SANDWICH | NH | 03259 | PC | ONGOING EDUCATION AND AWARENESS OF EQUINE CUSHING'S DISEASE AND INSULIN RESISTANCE AND PREVENTION OF LAMINITIS | $20,000 |
| HOSPICE AUSTIN | ||||||
| 4107 SPICEWOOD SPRINGS | AUSTIN | TX | 78759 | PC | HOSPICE AUSTIN'S PEDIATRIC PROGRAM | $20,000 |
| KCRW FOUNDATION | ||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PC | CONNECTING CURIOUS MINDS THROUGH UNIQUE AND STRIKING PROGRAMMING | $30,000 |
| KUT | ||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | PC | TO NOURISH MINDS AND BROADEN HORIZONS THROUGH INFORMATIVE, NON-COMMERCIAL PROGRAMMING | $15,000 |
| OPERATION SMILE | ||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | PC | THROUGH EXPERTISE IN TREATING CLEFT LIP AND CLEFT PALATE, WE CREATE SOLUTIONS THAT DELIVER SAFE SURGERY TO PEOPLE WHERE IT'S NEEDED MOST. | $7,500 |
| PIONEER FARMS | ||||||
| 10621 PIONEER FARMS DRIVE | AUSTIN | TX | 78754 | PC | PIONEER FARMS HISTORICAL PROGRAMS | $25,000 |
| ROUND TOP FESTIVAL | ||||||
| 248 JASTER ROAD | ROUND TOP | TX | 78954 | PC | TO EDUCATE AND TRAIN YOUNG MUSICIANS | $50,000 |
| ST DAVIDS FOUNDATION | ||||||
| 811 BARTON SPRINGS ROAD SUITE 600 | AUSTIN | TX | 78704 | PC | CARE FOR THE UNDERSERVED AND UNINSURED | $30,000 |
| THE SETON FUND | ||||||
| 1501 W 38TH STREET | AUSTIN | TX | 78705 | PC | MEDICAL SERVICES FOR THE POOR | $30,000 |
| THUNDERING PAWS | ||||||
| PO BOX 1555 | DRIPPING SPRINGS | TX | 78620 | PC | DAILY SUPPORT TO SANCTUARY | $10,000 |
| TREE FOLKS | ||||||
| PO BOX 1395 | DEL VALLE | TX | 78617 | PC | TO PROVIDE TANGIBLE OPPORTUNITIES TO ADDRSS OUR REGION'S CHANGING CLIMATE | $8,000 |
| VICTORY SCHOOL UGANDA | ||||||
| PO BOX 5929 | AUSTIN | TX | 78763 | PC | TO IMPROVE THE QUALITY OF EDUCATION FOR THE STUDENTS | $3,000 |
| WOUNDED WARRIOR | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | TO PROVIDE SERVICES FOR WOUNDED SERVICE MEMBERS. | $8,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY (BLOOD CANCER UNITED) | ||||||
| 1201 5TH STREET NW SUITE 410 | WASHINGTON | DC | 20005 | PC | CURE BLOOD CANCER AND IMPROVE THE QUALITY OF LIFE OF ALL PATIENTS AND THEIR FAMILIES. | $20,000 |
| TRUSTED OBSCURITY | ||||||
| 1003 BERRYWOOD | AUSTIN | TX | 78753 | PC | TO PROVIDE CONSISTENTLY HIGH-QUALITY EXPERIENCES THAT ARE WELCOMING, INCLUSIVE, AND FUN. TO CREATE AN OPEN AND COMFORTABLE ENVIRONMENT FOR ACTORS, SUPPORT, AND CUSTOMERS. TO PRACTICE UNWAVERING SINCERITY IN OUR TRANSPARENCY. TO HONOR OUR AUDIENCES' SPIRITS. TO BREAK BARRIERS AND CHALLENGE THE NORM. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $351,500 | 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 | $14,340 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,340 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,383 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,297 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,297 | 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 | ACCOUNTANT FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 65,694.1590 UNITS OF DFA FIVE YEAR GLOBAL FIXED INCOME | AT COST | $707,000 | $659,569 |
| 3,300.8140 UNITS OF DFA EMERGING MKTS CORE EQTY | AT COST | $61,326 | $95,988 |
| 4,383.5690 UNITS OF DFA INTL SMALL CAP VALUE I | AT COST | $71,085 | $135,759 |
| 5,054.9800 UNITS OF DFA INTL VALUE III | AT COST | $74,635 | $123,999 |
| 5,569.5870 UNITS OF DFA LARGE CAP VALUE III | AT COST | $100,094 | $201,452 |
| 1,819.5790 UNITS OF DFA REAL ESTATE SECURITIES | AT COST | $48,719 | $72,237 |
| 8,300.6050 UNITS OF DFA US LARGE COMPANY I | AT COST | $95,379 | $376,847 |
| 3,857.7880 UNITS OF DFA US MICRO CAP | AT COST | $58,184 | $121,289 |
| 2,256.8700 UNITS OF DFA US SMALL CAP VALUE I | AT COST | $61,305 | $116,545 |
| 214.4780 UNITS OF DFA INTL VALUE I | AT COST | $4,000 | $6,132 |
| 156.2640 UNITS OF US LARGE CAP VALUE I | AT COST | $7,000 | $8,799 |
| 28,987.1160 UNITS OF DFA SHORT-TERM EXTENDED | AT COST | $290,000 | $288,132 |
| 1,968.0000 UNITS OF DIMENSNL ULTRASHRT FIXED | AT COST | $99,949 | $99,679 |
| 36,684.3870 BBH LIMITED DURATION I | AT COST | $383,000 | $385,553 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $781 | Amt |
| Net Investment Income | $781 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $942 | $942 | $0 |
| ESTIMATED TAX PAYMENTS | $3,200 | $0 | $0 |
| CHECK FEES | $34 | $0 | $0 |