2025-07-16T10:20:59-05:00 2024-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990PF 2024-01-01 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 2025-07-03 1 0 DANA MCCARTNEY P01302365 5123703200 2024 2025-03-06 01:10:19Z X 3001457 X X 24209 24209 89607 89607 91175 627680 91175 204991 204991 0 0 0 10011 5005 5006 5147 5147 0 3372 872 0 18530 11024 5006 412750 412750 431280 11024 417756 -226289 193967 2 268755 347151 347151 919394 329926 338448 1605891 1890676 2315858 2794042 2567753 3001457 0 0 X 0 0 0 0 2794042 2567753 2794042 2567753 2794042 2567753 2794042 -226289 0 2567753 0 2567753 CHARLES SCHWAB - PUBLICLY TRADED SECURITY P 2023-01-01 2024-12-31 626880 536505 90375 90375 CAPITAL GAINS DIVIDENDS P 800 800 800 91175 2696 0 2696 0 2696 2399 0 3200 0 5599 0 2903 2903 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 2733063 488008 0 3221071 0 0 3221071 48316 3172755 158638 158638 2696 2696 155942 0 155942 0 155942 417756 0 417756 155942 0 0 52790 125522 173277 200292 216592 768473 417756 0 0 0 155942 261814 0 0 1030287 0 0 0 0 0 0 52790 977497 125522 173277 200292 216592 261814 WENDY ALBRECHT X ARTHRITIS FOUNDATION 4118 MCCULLOUGH SUITE 18 SAN ANTONIO TX 78212 PC ARTHRITIS WALK TO RAISE AWARENESS AND FUNDS TO FIGHT ARTHRITIS 5750 AUSTIN HUMANE SOCIETY 124 WEST ANDERSON LANE AUSTIN TX 78752 PC TO PROVIDE COMPREHENSIVE, HUMANE, LIFE-SAVING ANIMAL SERVICES 10000 AUSTIN PARKS FOUNDATION 507 CALLES STREET STE116 AUSTIN TX 78702 PC DEVELOP AND MAINTAIN PARKS, TRAILS, AND OPEN SPACE IN AUSTIN AND TRAVIS COUNTY. 15000 CARITAS OF AUSTIN 611 NECHES STREET AUSTIN TX 78701 PC SERVICE CONTINUUM FOR THOSE EXPERIENCING POVERTY 15000 CENTRAL TEXAS FOOD BANK 6500 METROPOLIS DR AUSTIN TX 78744 PC 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 PC 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 PC HOSPICE AUSTIN'S PEDIATRIC PROGRAM 20000 KCRW FOUNDATION 1900 PICO BLVD SANTA MONICA CA 90405 PC CONNECTING CURIOUS MINDS THROUGH UNIQUE AND STRIKING PROGRAMMING 11500 KUT PO BOX 7458 AUSTIN TX 78713 PC TO NOURISH MINDS AND BROADEN HORIZONS THROUGH INFORMATIVE, NON-COMMERCIAL PROGRAMMING 11500 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. 5000 PEASE PARK CONSERVANCY PO BOX 50065 AUSTIN TX 78763 PC TO PRESERVE PEASE PARK. 5000 PIONEER FARMS 10621 PIONEER FARMS DRIVE AUSTIN TX 78754 PC PIONEER FARMS HISTORICAL PROGRAMS 25000 ROUND TOP FESTIVAL 248 JASTER ROAD ROUND TOP TX 78954 PC TO EDUCATE AND TRAIN YOUNG MUSICIANS 100000 ST DAVIDS FOUNDATION 811 BARTON SPRINGS ROAD SUITE 600 AUSTIN TX 78704 PC CARE FOR THE UNDERSERVED AND UNINSURED 30000 THE SETON FUND 1501 W 38TH STREET AUSTIN TX 78705 PC MEDICAL SERVICES FOR THE POOR 30000 THUNDERING PAWS PO BOX 1555 DRIPPING SPRINGS TX 78620 PC DAILY SUPPORT TO SANCTUARY 10000 TREE FOLKS PO BOX 1395 DEL VALLE TX 78617 PC TO PROVIDE TANGIBLE OPPORTUNITIES TO ADDRSS OUR REGION'S CHANGING CLIMATE 8000 VICTORY SCHOOL UGANDA PO BOX 5929 AUSTIN TX 78763 PC TO IMPROVE THE QUALITY OF EDUCATION FOR THE STUDENTS 3000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE SW 7TH FLOOR WASHINGTON DC 20001 PC FIRST TO THE FRONTLINES, PROVIDING MEALS IN RESPONSE TO HUMANITARIAN, CLIMATE, AND COMMUNITY CRISES, AND BUILDING RESILIENT FOOD SYSTEMS WITH LOCALLY LET SOLUTIONS. 5000 WOUNDED WARRIOR 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 PC TO PROVIDE SERVICES FOR WOUNDED SERVICE MEMBERS. 8000 THE STAGE AUSTIN 6134 E HWY 290 AUSTIN TX 78723 PC TO SUPPORT LOCAL MUSIC, ARTISTS, AND COMMUNITY ENGAGEMENT IN AUSTIN'S VIBRANT CULTURAL SCENE 50000 412750 0 14 24209 14 89607 18 91175 0 204991 0 204991 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10011 5005 5006 $88,000 FEDERAL HOME LN 83192 87713 $86,000 FEDERAL FARM CR 81734 85730 $165,000 CITY NTNL BANK 165000 165005 59,795.9290 UNITS OF DFA FIVE YEAR GLOBAL FIXED INCOME AT COST 647000 599155 3,300.8140 UNITS OF DFA EMERGING MKTS CORE EQTY AT COST 61326 76843 4,383.5690 UNITS OF DFA INTL SMALL CAP VALUE I AT COST 71085 96132 5,054.9800 UNITS OF DFA INTL VALUE III AT COST 74635 89423 5,569.5870 UNITS OF DFA LARGE CAP VALUE III AT COST 100094 176333 1,819.5790 UNITS OF DFA REAL ESTATE SECURITIES AT COST 48719 73183 8,300.6050 UNITS OF DFA US LARGE COMPANY I AT COST 95379 323641 3,857.7880 UNITS OF DFA US MICRO CAP AT COST 58184 111837 2,256.8700 UNITS OF DFA US SMALL CAP VALUE I AT COST 61305 109481 214.4780 UNITS OF DFA INTL VALUE I AT COST 4000 4416 156.2640 UNITS OF US LARGE CAP VALUE I AT COST 7000 7702 36,579.2440 UNITS OF DFA SHORT-TERM EXTENDED AT COST 392000 379693 1,968.0000 UNITS OF DIMENSNL ULTRASHRT FIXED AT COST 99949 99561 16,964.5710 UNITS OF DFA SHORT-TERM GOVERNMENT AT COST 170000 168458 ADVISOR FEES 5147 5147 0 FOREIGN TAXES PAID 872 872 0 ESTIMATED TAX PAYMENTS 2500 0 0