2024-08-12T14:12:20-05:00 2023-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990PF 2023-01-01 742387803 THE MR AND MRS JOE W BRATCHER JR FOUNDATION MRAN 5129680928 3939 BEE CAVE ROAD C-100 AUSTIN TX 78746 WENDY ALBRECHT PRESIDENT 5129680928 2024-07-18 1 0 DANA MCCARTNEY P01302365 5123703200 2023 2024-08-08 14:25:15Z X 3176947 X X 26243 26243 70856 70856 69887 808319 69887 166986 166986 0 0 0 10523 5261 5262 6093 6093 0 2206 1206 0 26 0 0 18848 12560 5262 370750 370750 389598 12560 376012 -222612 154426 1 2 2 513144 268755 268755 780244 919394 916989 1723265 1605891 1991201 3016654 2794042 3176947 0 0 X 0 0 0 0 3016654 2794042 3016654 2794042 3016654 2794042 3016654 -222612 0 2794042 0 2794042 CHARLES SCHWAB - PUBLICLY TRADED SECURITY P 2022-01-01 2023-12-31 784895 738432 46463 46463 CAPITAL GAINS DIVIDENDS P 23424 23424 23424 69887 2147 0 2147 0 2147 2046 0 2500 0 4546 0 2399 2399 0 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 0 N/A WENDY ALBRECHT 5129680928 3939 BEE CAVE ROAD C-100 AUSTIN TX 78746 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 3074671 205872 0 3280543 0 0 3280543 49208 3231335 161567 161567 2147 2147 159420 0 159420 0 159420 376012 0 376012 159420 0 0 52790 125522 173277 200292 551881 376012 0 0 0 159420 216592 0 0 768473 0 0 0 0 0 0 0 768473 52790 125522 173277 200292 216592 WENDY ALBRECHT X ARTHRITIS FOUNDATION 4118 MCCULLOUGH SUITE 18 SAN ANTONIO TX 78212 501(C)(3) ARTHRITIS WALK TO RAISE AWARENESS AND FUNDS TO FIGHT ARTHRITIS 5750 AUSTIN HUMANE SOCIETY 124 WEST ANDERSON LANE AUSTIN TX 78752 501(C)(3) TO PROVIDE COMPREHENSIVE, HUMANE, LIFE-SAVING ANIMAL SERVICES 10000 AUSTIN PARKS FOUNDATION 507 CALLES STREET STE116 AUSTIN TX 78702 501(C)(3) DEVELOP AND MAINTAIN PARKS, TRAILS, AND OPEN SPACE IN AUSTIN AND TRAVIS COUNTY. 15000 CARITAS 611 NECHES STREET AUSTIN TX 78701 501(C)(3) SERVICE CONTINUUM FOR THOSE EXPERIENCING POVERTY 15000 CENTRAL TEXAS FOOD BANK 6500 METROPOLIS DR AUSTIN TX 78744 501(C)(3) TO NOURISH HUNGRY PEOPLE AND LEAD THE COMMUNITY IN THE FIGHT AGAINST HUNGER 25000 EQUINE CUSHING'S AND INSULIN RESISTANCE GROUP PO BOX 79 NORTH SANDWICH NH 03259 501(C)(3) ONGOING EDUCATION AND AWARENESS OF EQUINE CUSHING'S DISEASE AND INSULIN RESISTANCE AND PREVENTION OF LAMINITIS 20000 HOSPICE AUSTIN 4107 SPICEWOOD SPRINGS AUSTIN TX 78759 501(C)(3) HOSPICE AUSTIN'S PEDIATRIC PROGRAM 20000 KAMUKAMA FOUNDATION PO BOX 5929 AUSTIN TX 78763 501(C)(3) TO CONNECT SPONSORED STUDENTS IN UGANDA WITH THE RIGHT SCHOOL TO MEET HIS OR HER INDIVIDUAL NEEDS AND TO INVEST IN THE LOCAL SCHOOL COMMUNITIES OUR STUDENTS ATTEND. 3000 KCRW FOUNDATION 1900 PICO BLVD SANTA MONICA CA 90405 501(C)(3) CONNECTING CURIOUS MINDS THROUGH UNIQUE AND STRIKING PROGRAMMING 11500 KUT PO BOX 7458 AUSTIN TX 78713 501(C)(3) TO NOURISH MINDS AND BROADEN HORIZONS THROUGH INFORMATIVE, NON-COMMERCIAL PROGRAMMING 11500 PEASE PARK CONSERVANCY PO BOX 50065 AUSTIN TX 78763 501(C)(3) TO PRESERVE PEASE PARK. 5000 PIONEER FARMS 10621 PIONEER FARMS DRIVE AUSTIN TX 78754 501(C)(3) PIONEER FARMS HISTORICAL PROGRAMS 25000 ROUND TOP FESTIVAL 248 JASTER ROAD ROUND TOP TX 78954 501(C)(3) TO EDUCATE AND TRAIN YOUNG MUSICIANS 75000 ST DAVIDS FOUNDATION 811 BARTON SPRINGS ROAD SUITE 600 AUSTIN TX 78704 501(C)(3) CARE FOR THE UNDERSERVED AND UNINSURED 30000 THE SETON FUND 1501 W 38TH STREET AUSTIN TX 78705 501(C)(3) MEDICAL SERVICES FOR THE POOR 30000 THUNDERING PAWS PO BOX 1555 DRIPPING SPRINGS TX 78620 501(C)(3) DAILY SUPPORT TO SANCTUARY 43000 TREE FOLKS PO BOX 1395 DEL VALLE TX 78617 501(C)(3) TO PROVIDE TANGIBLE OPPORTUNITIES TO ADDRSS OUR REGION'S CHANGING CLIMATE 8000 WOUNDED WARRIOR 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 501(C)(3) TO PROVIDE SERVICES FOR WOUNDED SERVICE MEMBERS. 8000 OPERATION SMILE 3641 FACULTY BOULEVARD VIRGINIA BEACH VA 23453 501(C)(3) THROUGH EXPERTISE IN TREATING CLEFT LIP AND CLEFT PALATE, WE CREATE SOLUTIONS THAT DELIVER SAFE SURGERY TO PEOPLE WHERE IT'S NEEDED MOST. 5000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE SW 7TH FLOOR WASHINGTON DC 20001 501(C)(3) FIRST TO THE FRONTLINES, PROVIDING MEALS IN RESPONSE TO HUMANITARIAN, CLIMATE, AND COMMUNITY CRISES, AND BUILDING RESILIENT FOOD SYSTEMS WITH LOCALLY LET SOLUTIONS. 5000 370750 0 14 26243 14 70856 18 69887 0 166986 0 166986 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10523 5261 5262 $110,000 SYNCHRONY BANK 109366 108401 $230,000 MORGAN STANLEY 230000 226226 $88,000 FEDERAL HOME LN 83192 84962 $86,000 FEDERAL FARM CR 81734 83248 $70,000 FHLB 70102 69913 $105,000 OLD DOMINION NTN 105000 104999 $75,000 SANDY SPRING 75000 74996 $165,000 CITY NTNL BANK 165000 164244 48,897.43 UNITS OF DFA FIVE YEAR GLOBAL FIXED INCOME AT COST 538000 487018 3,937.486 UNITS OF DFA EMERGING MKTS CORE EQTY AT COST 74558 88239 5,529.173 UNITS OF DFA INTL SMALL CAP VALUE I AT COST 89428 117384 6,525.5680 UNITS OF DFA INTL VALUE III AT COST 97241 112436 6,849.5870 UNITS OF DFA LARGE CAP VALUE III AT COST 123097 195898 2,166.24 UNITS OF DFA REAL ESTATE SECURITIES AT COST 58001 84982 10,053.0390 UNITS OF DFA US LARGE COMPANY I AT COST 115515 317877 4,411.4980 UNITS OF DFA US MICRO CAP AT COST 66535 115934 2,582.7440 UNITS OF DFA US SMALL CAP VALUE I AT COST 72516 116069 214.4780 UNITS OF DFA INTL VALUE I AT COST 4000 4292 156.2640 UNITS OF US LARGE CAP VALUE I AT COST 7000 6960 33,473.904 UNITS OF DFA SHORT-TERM EXTENDED AT COST 360000 344112 BANK CHARGES 26 0 0 ADVISOR FEES 6093 6093 0 FOREIGN TAXES PAID 1206 1206 0 ESTIMATED TAX PAYMENTS 1000 0 0