2025-05-14T14:57:15-04:00 2024-12-31 BENEDICT MCCABE LLC 3700 N CAPITAL OF TEXAS HWY STE 460 AUSTIN TX 78746 990PF 2024-01-01 826673963 HARRY E AND EDA L MONTANDON CHARITABLE TR % RICHARD BURATTI HARR 5125071772 13205 EL CAMINO ROAD AUSTIN TX 78727 RICHARD BURATTIOTHERS TRUSTEE 5124761040 2025-05-02 true true TRACY BENEDICT P00181574 5124761040 2024 2025-03-06 01:10:19Z X 47376650 X 0 X 253054 268328 841350 850390 1803499 30972902 1886799 22 22 2897925 3005539 75000 37500 37500 4200 4200 0 0 22890 22890 0 0 323242 275270 48089 27167 11909 2879 9980 455378 361749 0 85589 2270500 2270500 2725878 361749 0 2356089 172047 2643790 0 2674302 2581701 2581701 1316550 1665823 1646146 19798350 21725573 26941416 6261072 3823078 3811640 12243890 12688884 12395747 13167 42307331 42485059 47376650 0 0 X 41087670 41087670 1219661 1397389 42307331 42485059 42307331 42485059 42307331 172047 5681 42485059 42485059 PUBLICLY-TRADED SECURITIES P 2024-12-31 30723638 29317086 1637535 1406552 1886799 36749 36749 36749 27167 0 27167 X 663 10245 false false false false false false false true true TX true false false false false true HTTPS://MONTANDONCHARITABLETRUST.ORG 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 15000 0 0 KATHLEEN M MAYES 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 0 15000 0 0 ELINE BURATTI 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 0 15000 0 0 BARRETT RIESS 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 0 15000 0 0 JEFFREY MAYES 13205 EL CAMINO ROAD AUSTIN TX 78727 0 0 15000 0 0 US TRUST PO BOX 830269 DALLAS TX 75283 PROFESSIONAL SERVICE 224171 TRUIST WEALTH 611 W 5TH STREET AUSTIN TX 78701 PROFESSIONAL SERVICE 99071 ALL CHARITABLE ACTIVITIES OF FOUNDATION RELATE TO GRANT MAKING. 41022447 2340130 3005731 46368308 0 46368308 695525 45672783 2283639 2283639 36749 36749 2246890 2246890 2246890 2356089 0 0 0 0 2356089 2246890 2022 2021 2020 256897 256897 2356089 2246890 109199 366096 0 366096 256897 109199 MS AMBER CARDEN 607 W 3RD ST SUITE 2760 AUSTIN TX 787014706 5123972257 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 SEE ATTACHMENT A SEE ATTACHMENT A SEE ATTACHMENT A TX 78727 NONE PC GENERAL CHARITABLE CONTRIBUTION 2270500 2270500 14 253054 14 841350 18 1803499 OTHER INCOME 34 22 2897925 2897925 false false false false false false false false false false TAX AND RELATED ACCOUNTING FEE 22890 22890 RICHARD BURATTI ALL DIRECTORS ARE PART-TIME. U S TRUST INVESTMENT ADVISOR AND ALSO AN ADVISOR FOR GRANT-MAKING. TRUIST WEALTH INVESTMENT ADVISOR. US TRUST SEE ATTACHED SCH 3823078 3811640 TRUIST SEE ATTACHED SCH US TRUST SEE DETAIL 11710113 14595878 TRUIST SEE DETAIL 10015460 12345538 1665823 1646146 US TRUST SEE ATTACHED SCH 3116378 3119720 TRUIST SEE ATTACHED SCH 9572506 9276027 LEGAL FEES 4200 4200 ADMINISTRATIVE EXPENSES 600 600 INVESTMENT EXPENSES 253 7354 INSURANCE 2026 2026 MISCELLANEOUS 22 22 BASIS ADJUSTMENTS 5681 INV/ACCOUNT MANAGEMENT FEES 237988 238105 ADVISOR/ADR FEES 37165 37165 GRANTMAKING FEES 48089 48089 FOREIGN TAX PAID 11909 EXCISE TAX 27167