2023-11-14T14:16:43-06:00 2022-12-31 BENEDICT MCCABE LLC 100 CONGRESS AVENUE SUITE 990 AUSTIN TX 78701 990PF 2022-01-01 826673963 HARRY E AND EDA L MONTANDON CHARITABLE TR % RICHARD BURATTI HARR 5125071772 13205 EL CAMINO ROAD AUSTIN TX 78727 RICHARD BURATTIOTHERS TRUSTEE 5124761040 2023-05-15 true RICHARD BURATTIOTHERS XXX-XX-XXXX SUSAN Z PECKHAM P00025928 5124761040 3 2022 2023-04-26 12:10:37Z X 42327271 X 0 X 112044 112044 1008964 1008964 -547676 42688084 166670 573332 1287678 33750 16875 16875 29220 29220 0 0 323850 228372 95478 106649 6076 10297 9611 686 503766 290154 0 113039 2700000 2700000 3203766 290154 0 2813039 -2630434 997524 858578 5865613 5865613 1410246 1436504 1332738 36872081 16312754 17356890 5822835 5706547 5272819 685412 13717456 12479342 45442 19869 19869 45694594 43058743 42327271 0 0 X 41087670 41087670 4606924 1971073 45694594 43058743 45694594 43058743 45694594 -2630434 43064160 5417 43058743 PUBLICLY-TRADED SECURITIES ALL PURCHASED P 42521414 43235760 -714346 -714346 166670 13866 13866 13866 49476 0 49476 X 0 35610 35610 false false false false false false false true true TX false false false false false true HTTP://FDNWEB.ORG/MONTANDON RICHARD BURATTI 5125071772 13205 EL CAMINO ROAD AUSTIN TX 78727 false false false false false false false false false false false false false false false false false false false false false RICHARD BURATTI 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 0 7500 0 0 KATHLEEN M MAYES 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 0 7500 0 0 ELINE BURATTI 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 0 7500 0 0 BARRETT RIESS 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 0 7500 0 0 JEFFREY MAYES 13205 EL CAMINO ROAD AUSTIN TX 78727 0 0 3750 0 0 US TRUST PO BOX 830269 DALLAS TX 75283 PROFESSIONAL SERVICE 230823 TRUIST WEALTH 611 W 5TH STREET AUSTIN TX 78701 PROFESSIONAL SERVICE 93027 ALL CHARITABLE ACTIVITIES OF FOUNDATION RELATE TO GRANT MAKING. 40099185 3049154 2317485 45465824 0 45465824 681987 44783837 2239192 2239192 13866 13866 2225326 2225326 2225326 2813039 0 0 0 0 2813039 2225326 717140 2020 2019 2018 0 0 2813039 717140 2095899 0 0 0 0 129427 0 0 MS AMBER CARDEN 607 W 3RD ST SUITE 2760 AUSTIN TX 787014706 5123972717 RESTRICTIONS OR LIMITATIONS ON AWARDS: TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS THAT ARE LEGALLY ESTABLISHED AND WHOSE PRINCIPAL OPERATIONS ARE IN TEXAS THAT SERVE (1) HANDICAPPED AND DISABLED INDIVIDUALS OF ALL AGES, OR (II) CHILDREN, WHETHER HANDICAPPED, DISABLED, ILL OR OTHERWISE DISADVANTAGED. SUBMISSION DEADLINES ARE NOV 1ST AND APRIL 1ST SEE ABOVE ANTHROPOS ARTS 9038 N I-35 AUSTIN TX 78753 NONE PC PAIRING STUDENTS WITH PROFESSIONAL MUSICIANS. 25000 ANY BABY CAN 6207 SHERIDAN AVE AUSTIN TX 78723 NONE PC SUPPORT EARLY CHILDHOOLD INTERVENTION PROGRAM. 50000 BREAKTHROUGH CENTRAL TEXAS 1050 E 11TH ST AUSTIN TX 78702 PC SUPPORT YEAR-ROUND PROGRAMMING FOR 6TH GRADERS. 50000 CENTER FOR WOMEN & THEIR WORK 1311 E CESAR CHAVEZ ST AUSTIN TX 78702 NONE PC SUPPORT ART EDUCATION PROGRAM FOR DISABLED YOUNG ADULTS. 50000 CASA OF TRAVIS COUNTY 7600 CHEVY CHASE DR 200 AUSTIN TX 78752 NONE PC SUPPORT THE CHILD ADVOCACY PROGRAM. 20000 FOSTER ANGELS OF CENTRAL TEXAS 101 WESTLAKE DR STE 210 AUSTIN TX 78746 NONE PC SUPPORT GUIDE TO THRIVE PROGRAM. 60000 HOPE HOUSE OF AUSTIN 1705 CO RD 285 LIBERTY HILL TX 78642 NONE PC CONTRIBUTION TO BUILD A FIFTH HOME AND PROVIDE FOR 10 MORE CHILDREN. 100000 HOSPICE AUSTIN 4107 SPICEWOOD SPRINGS RD AUSTIN TX 78759 NONE PC SUPPORT CAMP BRAVE HEART. 25000 JEREMIAH PROGRAM 1200 PAUL TERESA SALDANA ST AUSTIN TX 78702 NONE PC YEAR-ROUND PROGRAMMING FOR YOUNG CHILDREN OF LOW INCOME MOTHERS. 50000 MAINSPRING SCHOOLS 1100 W LIVE OAK ST AUSTIN TX 78704 NONE PC REMODEL CLASSROOMS FOR AT-RISK CHILDREN. 45000 MARBRIDGE FOUNDATION INC 1100 W LIVEOAK ST AUSTIN TX 78704 NONE PC SUPPORT NEW EQUESTRIAN FACILITY. 100000 PEOPLE'S COMMUNITY CLINIC 1101 CAMINO LA COSTA AUSTIN TX 78752 NONE PC AFFORDABLE HEALTHCARE FOR LOW INCOME CHILDREN. 15000 TEXAS RAMP PROJECT 105 LBJ DR JOHNSON CITY TX 78636 NONE PC PROVIDE WHEELCHAIR RAMPS FOR LOW INCOME PEOPLE WITH DISABILITIES. 35000 DOWN HOME RANCH 20250 FM 619 ELGIN TX 78621 NONE PC UPGRADE THE CURRENT CHIP AND SEAL ROADS TO ASPHALT PAVEMENT. 100000 DOWNTOWN WOMEN'S CENTER 409 SOUTH MONROE AMARILLO TX 79101 NONE PC SUPPORT YOUTH BEHAVIOR MODIFICATION AND HEALING PROGRAM FOR YOUTH RECOVERING FROM SUBSTANCE ABUSE. 50000 ROCK-RIDE ON CENTER FOR KIDS 2050 RICKRIDE LN GEORGETOWN TX 78626 NONE PC CAPITAL CAMPAIGN TO PURCHASE LAND FOR EXPANSION 100000 RONALD MCDONALD HOUSE CHARITIES 1315 BARBARA JORDAN BLVD AUSTIN TX 78723 NONE PC CAPITAL CAMPAIGN TO PROVIDE 51 ADDITIONAL GUEST BEDROOMS TO SERVICE FAMILIES OF CRITICALLY ILL CHILDREN 60000 AGE OF CENTRAL TEXAS 3710 CEDAR ST AUSTIN TX 78705 NONE PC CONSTRUCTION OF SOUTH AUSTIN FACILITY 60000 ARC OF THE CAPITAL AREA 1106 CLAYTON LN AUSTIN TX 78723 NONE PC EXPAND PROGRAM AND SERVICES FOR THOSE WITH INTELLECTUAL AND DEVELOPMENT DISABILITIES. 25000 ASSISTANCE LEAGUE OF AUSTIN 4901 BURNET RD AUSTIN TX 78756 NONE PC SUPPORT OPERATION IMPACT PROJECT TO PROVIDE CLOTHING AND OTHER SUPPORT TO SCHOOL CHILDREN 35000 AUSTIN HABITAT FOR HUMANITY 500 W BEN WHITE BLVD AUSTIN TX 78704 NONE PC BUILD 3 HOMES FOR LOW INCOME FAMILIES WITH MEMBERS WHO HAVE DISABILITIES. 40000 AUSTIN SMILES 9415 BURNET RD 207 AUSTIN TX 78758 NONE PC SUPPORT CENTRAL TEXAS CLEFT COMMUNITY PROGRAMS FOR CHILDREN. 50000 AUSTIN YMBL SUNSHINE CAMP 2225 ANDREW ZILKER RD AUSTIN TX 78746 NONE PC OVERNIGHT SUMMER CAMP PROGRAM FOR CAMPER AGE 8-15. 30000 BOYS & GIRLS CLUBS OF AUSTIN 6648 ED BLUESTEIN BLVD AUSTIN TX 78723 NONE PC PROVIDE CLUBS WITH YOUTH DEVELOPMENT PROGRAMMING. 25000 CANDLELIGHT RANCH 6408 MULESHOE BEND TRAIL MARBLE FALLS TX 78654 NONE PC FUND CAMP EXPERIENCES FOR CHILDREN WITH SPECIAL NEEDS. 45000 CARITAS OF AUSTIN 611 NECHES ST AUSTIN TX 78701 NONE PC FUND THE HOMELESS YOUTH PROJECT TO PROVIDE HOUSING AND STABILITY. 30000 CENTER FOR CHILD PROTECTION 8509 FM 969 2 AUSTIN TX 78724 NONE PC GENERAL OPERATING SUPPORT TO ASSIST VICTIMS OF CHILD ABUSE WITH CRITICAL SERVICE. 20000 COMMUNITIES IN SCHOOLS 3000 S I-35 FRONTAGE RD STE 200 AUSTIN TX 78704 NONE PC SUPPORT THE STUDENT AND FAMILY ASSISTANCE FUND AND HOLIDAY ASSISTANCE FUND. 30000 CREATIVE ACTION 1023 SPRINGDALE RD BLDG 3 AUSTIN TX 78721 NONE PC AFTERSCHOOL CARE PROGRAMMING FOR LOW INCOME YOUTH. 25000 HALF HELEN FOUNDATION 1023 SPRINGDALE RD AUSTIN TX 78721 NONE PC EXPAND THE PEDIATRIC VISION CARE PROGRAM FOR LOW INCOME STUDENTS. 50000 HAND TO HOLD 12325 HYMEADOW DR STE 4-102 AUSTIN TX 78750 NONE PC SUPPORT GROWTH TO ASSIST 3,000 ILL AND DISADVANTAGED NEONATAL CHILDREN. 20000 JUNIOR LEAGUE OF AUSTIN 5330 BLUFFSTONE LN AUSTIN TX 78759 NONE PC SUPPORT 3 FLAGSHIP PROGRAMS FOR LOW INCOME STUDENTS - FOOD IN TUMMIES, COATS FOR KIDS, AND KIDS IN COOL SHOES. 40000 MEALS ON WHEELS CENTRAL TEXAS 3227 E 5TH ST AUSTIN TX 78702 NONE PC PROVIDE MEALS TO HOME-BOUND SENIORS. 25000 MIRACLE FARM INC 10802 FM 2621 BRENHAM TX 77833 NONE PC SUPPORT COUNSELING AND TRAINING TO SUPPORT BOYS AGES 13-18 AT THE FARM. 30000 MOBILE LOAVES & FISHES INC 9301 HOG EYE RD STE 950 AUSTIN TX 78724 NONE PC SUPPORT NEXT PHASE OF EXPANSION FOR COMMUNITY FIRST VILLAGE. 50000 OPEN DOOR PRESCHOOL 1717 W 10TH ST AUSTIN TX 78703 NONE PC SUPPORT C.A.R.E.S. PROGRAM FOR LOW INCOME AND SPECIAL NEEDS PROGRAM. 25000 OPEN MY WORLD THERAPEUTIC 5300 COUNTY RD 279 LEANDER TX 78641 NONE PC FUNDING TO COMPLETE COVER FOR ARENA, LIGHTS FOR PEN, AND FENCING TO ENHANCE THERAPEUTIC RIDING PROGRAM. 25000 THE RISE SCHOOL OF AUSTIN 4800 MANOR RD BLDG J AUSTIN TX 78723 NONE PC SUPPORT THE SPEECH THERAPY PROGRAM FOR CHILDREN TO INCLUDE AUGMENTATIVE AND ALTERNATIVE COMMUNICATION. 25000 SETTLEMENT HOME FOR CHILDREN 1600 PAYTON GIN RD AUSTIN TX 78758 NONE PC PROVIDE THERAPY AND TRAUMA SUPPORT FOR GIRLS AGES 12-21 IN RESIDENTIAL PROGRAM. 50000 WOMEN'S STORYBOOK PROJECT TEXAS 5524 BEE CAVES RD AUSTIN TX 78746 NONE PC BOOKS AND TAPES FOR CHILDREN OF INCARCERATED MOTHERS. 25000 WONDERS & WORRIES 9101 BURNET RD STE 205 AUSTIN TX 78758 NONE PC SUPPORT FOR ILLNESS EDUCATION AND COPING SUPPORT PROGRAM FOR CHILDREN OF LOW INCOME FAMILIES. 40000 YOUTH AND FAMILY ALLIANCE 3700 S 1ST ST AUSTIN TX 78704 NONE PC SUPPORT STREET OUTREACH PROGRAM AND YOUNG ADULTS SHELTER TO HELP YOUTH 16-26 SEEK PERMANENT HOUSING. 30000 DELL CHILDREN MEDICAL CENTER 4900 MUELLER BLVD AUSTIN TX 78723 NONE PC HIRE A CHILD LIFE SPECIALIST DEDICATED TO THE TRANSPLANT PROGRAM. 130000 ACTS OF LOVE EARLY CHILDHOOD PO BOX 216 LEANDER TX 78646 NONE PC STAFFING FOR EARLY CHILDHOOD DIRECTOR TO SERVE TEEN PARENTS WITH CHILDCARE AND FAMILY SUPPORT. 35000 BROOKWOOD IN GEORGETOWN 905 N CHURCH STREET GEORGETWON TX 78626 NONE PC FUNDING FOR TINY HOME VILLAGE AT GRACE PLACE. 50000 CHILDREN'S ADVOCACY CENTER 1501 W ANDERSON LANE BLDG B-1 AUSTIN TX 78757 NONE PC SUUPORT COURT APPOINTED SPECIAL ADVOCACY PROGRAM. 20000 GENAUSTIN 3000 S INTERSTATE 35 AUSTIN TX 78704 NONE PC SUPPORT FLAGSHIP PROGRAM GIRL CONNECT SERVING 1600 YOUNG GIRLS. 30000 HEAING WITH HORSES RANCH 10014 N FM 973 ROAD MANOR TX 78653 NONE PC SUPPORT EQUINE NEALING PROGRAM OF GERIATRIC/THERAPY HORSES AND DONKEYS. 40000 HELPING HAND HOME FOR CHILDREN 3804 AVENUE B AUSTIN TX 78751 NONE PC SUPPORT C.A.R.E. PROGRAM FOR FOSTER FAMILIES. 50000 LITERACY COALITION OF CENTRAL TEXAS 724 EBERHART LANE STE 500 AUSTIN TX 78745 NONE PC SUPPORT THE PALS PROGRAM TO HELP PRE-K/K LEARN TO READ. 25000 PHOENIX HOUSE TEXAS 400 W LIVE OAK STREET AUSTIN TX 78704 NONE PC PROVIDE CARE FOR YOUTH IN SUBSTANCE ABUSE RECOVERY PROGRAM. 50000 SAGE STUDIO & GALLERY 916 SPRINGDALE RD BLDG 2 STE 103 AUSTIN TX 78702 NONE PC SUPPORT STUDIO PROGRAM FOR ARTISTS WITH DISABILITIES. 25000 THE SALVATION ARMY AUSTIN AREA 4700 MANOR ROAD AUSTIN TX 78723 NONE PC SUPPORT THE AUSTIN SHELTER FOR WOMEN AND CHILDREN AND THE RATHGEBER CENTR FOR FAMILIES. 25000 URBAN ROOTS PO BOX 17932 AUSTIN TX 78760 NONE PC SUPPORT FARM INTERNSHIP PROGRAM FOR YOUTH AGES 14-17. 30000 AUSTIN THEATER ALLIANCE 713 CONGRESS AVENUE AUSTIN TX 78701 NONE PC EDUCATIONAL PROGRAMS TO SERVE DISADVANTAGED YOUTH IN TITLE 1 SCHOOLS. 15000 CENTRAL TEXAS FOOD BANK 6500 METROPOLIS DRIVE AUSTIN TX 78744 NONE PC SUPPORT MEAL SERVICES TO CHILDREN IN THE SUMMER MONTHS. 40000 DRIVE A SENIOR CENTRAL TEXAS (DBA CHARIOT) PO BOX 202283 AUSTIN TX 78720 NONE PC FUND FREE TRANSPORTATION FOR 650 SENIORS IN AUSTIN WHO CAN NO LONGER DRIVE DUE TO IMPAIRMENTS. 25000 CHILDREN'S CRANIOFACIAL 15851 N DALLAS PKWY STE 245 ADDISON TX 75001 NONE PC CHOOSE KIND SCHOOLS INITIATIVE TO BENEFIT CHILDREN WITH CRANIOFACIAL CONDITIONS. 10000 CLAYON DABNEY FOR KIDS WITH CANCER 2825 OAK LAWN AVENUE DALLAS TX 75219 NONE PC SUPPORT MEDICINE OF THE HEART PROGRAM TO CREATE LASTING MEMORIES. 35000 COMMUNITY PARTNERS OF DALLAS 7950 ELMBROOK DRIVE DALLAS TX 75247 NONE SUPPORT THE RAINBOW ROOM PROGRAM FOR CHILDREN OF ABUSE. 15000 DEBY LEWIS FOUNDATION C/O PASO DEL NORTE COMMUNITY FOUNDA 221 N KANSAS STREET 19TH FL EL PASO TX 79901 NONE PC PROVIDE SCHOLARSHIPS TO LOW INCOME STUDENTS FOR HIGHER EDUCATION. 25000 E3 ALLIANCE 930 MIDDLE FISKVILE RD STE 507 AUSTIN TX 78752 NONE PC DISCIPLINE PEER LEARNING NETWORK TO PROVIDE COACHING TOOLS TO IMPROVE OUTCOMES FOR STUDENTS OF COLOR. 25000 EASTER SEALS OF CENTRAL TEXAS 315 E ST ELMO AUSTIN TX 78752 NONE PC REPLACE AUDIOLOGY EQUIPMENT AND CREATE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES. 30000 FAMILY ELDERCARE 1700 RUTHERFORD LANE AUSTIN TX 78754 NONE PC PROVIDE GUARDIANSHIP SERVICES FOR LOW INCOME TEXANS - THE ELDERLY PROJECT AND GUARDIANSHIP SERVICES. 50000 HERE I AM ORPHAN MINISTRIES PO BOX 831 BRENHAM TX 778340831 NONE PC FUND THE POST-ADOPTIVE FOREVER FAMILIES PROGRAMS. 15000 KATELLE FOUNDATION 311 BOWIE ST 3503 AUSTIN TX 78703 NONE PC PARTNERSHIP WITH TEXAS SCHOOL DISTRICTS CHILDREN WILL REGAIN JOY AND KINDNESS THROUGH SONG. 15000 RISE ADVENTURES 2720 ROCHELLE PT IRVING TX 75062 NONE PC PURCHASE A MOWER AND TWO PERSONAL WATERCRAFT AND TRAILER FOR THE DISABILITY WATER SPORTS PARK. 50000 SHIELD RANCH FOUNDATION 9433 BEE CAVES RD STE 140 AUSTIN TX 78733 NONE PC UNDERWRITE A SCREENED SLEEPING SHELTER. 35000 SUMMERHOUSE HOUSTON 1424 WASECA STREET HOUSTON TX 77055 NONE PC FUNDING FOR A BUILDING ADDITION TO GROW PROGRAM FOR YOUNG ADULTS WITH ADD OR AUTISM. 20000 2700000 112044 14 1008964 14 -547676 18 573332 573332 false false false false false false false false false false TAX AND RELATED ACCOUNTING FEE 29220 29220 RICHARD BURATTI ALL DIRECTORS ARE PART-TIME. U S TRUST INVESTMENT ADVISOR AND ALSO AN ADVISOR FOR GRANT-MAKING. TRUIST WEALTH INVESTMENT ADVISOR. PRIVATE FOUNDATION TAX RETURN IS ON EXTENSION UNTIL 11/15/2023. AFTER TAX RETURN IS FILED, WE WILL PROVIDE ATTORNEY GENERAL WITH REQUIRED INFORMATION. US TRUST SEE ATTACHED SCH 3208053 2964360 TRUIST SEE ATTACHED SCH 2498494 2308459 US TRUST SEE DETAIL 8853853 10287929 TRUIST SEE DETAIL 7458901 7068961 1436504 1332738 US TRUST SEE ATTACHED SCH 5007444 4679891 TRUIST SEE ATTACHED SCH 8710012 7799451 PRIOR YEAR TAX OVERPAYMENT 45442 19869 19869 TIMING DIFFERENCES 5416 ROUNDING 1 INSURANCE E&O BANK FEES 3008 3008 INVESTMENT FEES 5917 5917 BOARD EXPENSES 1372 686 686 ADVISOR FEES 228372 228372 GRANT MAKING FEES 95478 95478 FOREIGN TAX PAID 6076 6076 INCOME TAX PAID 100573