2020-11-16T11:16:03-06:00 2019-12-31 MIKESKA MONAHAN & PECKHAM PC 100 CONGRESS AVENUE SUITE 990 AUSTIN TX 78701 990PF 2019-01-01 826673963 HARRY E AND EDA L MONTANDON CHARITABLE TR % RICHARD BURATTI HARR 5125071772 13205 EL CAMINO ROAD AUSTIN TX 78727 RICHARD BURATTIOTHERS SEE SCH TRUSTEE 5124761040 2020-11-15 true P00025928 5124761040 97.77.193.242 74225420203215000001 2020-11-16 P 35150429C7E6432C8549DC8D41B8AD0CF3E5A85E 2DE4AD93CB82CC844C7EDFBDCA37F4543A78D92F 2019 2021-04-22 16:20:28Z X 42240102 X 5792836 214441 214441 851668 851668 -292435 13087840 0 6566510 1066109 75000 37500 37500 12540 12540 0 0 273093 194217 78876 92248 92248 2418 1208 1208 8983 8013 970 464282 345726 0 118554 1026736 1026736 1491018 345726 0 1145290 5075492 720383 7415370 4260733 2564694 24069639 33097312 33712119 5662585 5215756 5502604 343431 305396 363412 103157 97273 97273 37594182 42976470 42240102 0 0 X 35288595 41081431 2305587 1895039 37594182 42976470 37594182 42976470 37594182 5075492 306796 42976470 42976470 US TRUST ST BOX A - SEE ATTACHED 2019-12-31 8972757 8872248 105356 100509 US TRUST BOX B - SEE ATTACHED 2019-12-31 751368 747993 -3311 3375 US TRUST LT BOX D - SEE ATTACHED 2019-12-31 1906540 2020927 -115499 -114387 US TRUST LT BOX E - SEE ATTACHED 2019-12-31 468061 467750 -3662 311 US TRUST ST BOX C - SEE ATTACHED 2019-12-31 535 489 46 46 US TRUST LT BOX F - SEE ATTACHED 2019-12-31 202 165 37 37 US TRUST ST MLP - SEE ATTACHED 2019-12-31 5269 5201 68 68 US TRUST LAZARD PTP ADJ 2019-12-31 91 -91 -91 US TRUST CAP GAIN DISTRIB 2019-12-31 AMG AMERITRADE ST BOX A - SEE ATTACHED 2019-12-31 1263445 1258487 4958 4958 CAPITAL GAIN DIVIDENDS P 255 -292435 false 431669 35819697 0.012051 0.012051 0.012051 41606500 501400 7204 508604 1145290 X 7204 7204 7204 87273 87273 80069 80069 false false false false false false false true true TX false false true 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 15000 0 0 HENRY B MAYES JR 17500 NORTH LAKE HILLS DR JONESTOWN TX 78645 TRUSTEE 0 15000 0 0 KATHLEEN M MAYES 17500 NORTH LAKE HILLS DR JONESTOWN TX 78645 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 US TRUST PO BOX 830269 DALLAS TX 75283 PROFESSIONAL SERVICE 117941 AMG WEALTH ADVISORS 2700 VIA FORTUNA SUITE 100 AUSTIN TX 78746 PROFESSIONAL SERVICE 76276 ALL CHARITABLE ACTIVITIES OF FOUNDATION RELATE TO GRANT MAKING. 33712119 2564694 5963289 42240102 0 42240102 633602 41606500 2080325 2080325 7204 7204 2073121 2073121 2073121 1145290 0 0 0 0 1145290 7204 1138086 2073121 88675 2017 2016 2015 0 0 1145290 88675 1056615 0 0 0 0 1016506 0 0 MS AMBER CARDEN 607 W 3RD ST SUITE 2760 AUSTIN TX 787014706 5123972001 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 ANY BABY CAN 6207 SHERIDAN AVE AUSTIN TX 78723 NONE PC TO PROVIDE HOME-BASED SERVICES FOR EARLY CHILDHOOD INTEGRATION PROGRAM 50000 BREAKTHROUGH CENTRAL TEXAS 1050 E 11TH ST AUSTIN TX 78702 NONE PC SUPPORT SIXTH GRADERS IN THE SUMMER ACADEMY TO BUILD ACADEMIC SKILLS 25000 DOWN HOME RANCH 20250 FARM-TO-MARKET 619 ELGIN TX 78621 NONE PC PROVIDE CAPITAL IMPROVEMENTS ON TWO PROPERTIES TO HOUSE CLIENTS WITH DISABILITIES 40000 GOODWILL CENTRAL TEXAS 6505 BURLESON ROAD AUSTIN TX 78744 NONE PC PROVIDE SCHOLARSHIPS FOR TWELVE LOW INCOME STUDENTS TO LEARN NURSING SKILLS FOR FUTURE EMPLOYMENT 25000 HEALING WITH HORSES RANCH 10014 FM973 MANOR TX 78653 NONE PC SCHOLARSHIP SUPPORT FOR CLIENTS WITH DISABILITIES WHO NEED EQUINE LEARNING & PSYCHOTHERAPY. 25000 HELPING HAND HOME FOR CHILDREN 3804 AVE B AUSTIN TX 78751 NONE PC BUILD SPLASH PAD TO BE USED IN THERAPY BY CHILDREN PHSYSICALLY, EMOTIONALLY, SEXUALLY ABUSED 25000 HILL COUNTRY COMMUNITY 1005 LACY DR LEANDER TX 78641 NONE PC BUILD OUT THRIFT STORE TO PROVIDE UTILITY RENT ASSISTANCE & TRANSITIONAL HOUSING 25000 HILL COUNTRY MEDICAL MINISTRIES 904 CRYSTAL FALLS PKWY LEANDER TX 78641 NONE PROVIDE FUNDING FOR NURSE PRACTITIONER, NURSE AND BILINGUAL ASSISTANT FOR UNDERSERVED FAMILIES 25000 JEREMIAH PROGRAM AUSTIN 1200 PAUL TERESA SALDANA ST AUSTIN TX 78702 NONE PC SUPPORT EARLY CHILDHOOD PROGRAMS IN THE ONSITE, FIVE CLASSROOM CHILD DEVELOPMENT CENTER 25000 HOSPICE AUSTIN 4107 SPICEWOOD SPRINGS RD AUSTIN TX 78759 NONE PC SUPPORT PEDIATRIC HOSPICE SERVICES WITH COMPREHENSIVE MEDICAL CARE FOR THE FAMILY 25000 MOUNT NEBO PO BOX 650112 AUSTIN TX 78765 NONE PC PROGRAM SUPPORT FOR BASE CAMP ACADEMY PROGRAM AND SUMMER CAMP 25000 THE JUNIOR LEAGUE OF AUSTIN 5330 BLUFFSTONE LN AUSTIN TX 78759 NONE PC SUPPORT FOOD IN TUMMIES PROGRAM SERVING 1,600 STUDENTS PRE-K THROUGH 5TH WITH FOOD BACKPACKS 25000 THE MARBRIDGE FOUNDATION 2310 BLISS SPILLAR RD MANCHACA TX 78652 NONE PC OPERATIONAL AND PROGRAM SUPPORT FOR THOSE WITH COGNITIVE AND INTELLECTUAL DISABILITIES 50000 THE SETTLEMENT HOME FOR CHILDREN 1600 PAYTON GIN RD AUSTIN TX 78758 NONE PC FUNDS TO RENOVATE HOME FOR ABUSED GIRLS AGE 11-21 WHO HAVE BEEN REMOVED FROM THEIR FAMILIES 40000 MOBILE LOAVES & FISHES 9301 HOG EYE RD 950 AUSTIN TX 78724 NONE PC FUNDING TO BUILD A MICRO HOME FOR PHASE TWO OF THE COMMUNITY FIRST VILLAGE 35000 ACTS OF LOVE EARLY CHILDHOOD 207 SONNY DR LEANDER TX 78641 NONE PC OUTDOOR PLAY & OFFICE EQUIPMENT WASHER & DRYER 25000 AGE OF CENTRAL TEXAS 3710 CEDAR ST AUSTIN TX 78705 NONE PC WHEELCHAIRS, WALKERS, SHOWER CHAIRS AND BENCHES 25000 AUSTIN SMILES 9415 BURNET RD 207 AUSTIN TX 78758 NONE PC FUND TO BENEFIT CENTRAL TEXAS CHILDREN 25000 AUSTIN PUBLIC EDUCATION FDN 4000 S IH35 FRONTAGE RD AUSTIN TX 78704 NONE PC SUPPORT TECHNOLOGY FOR LIBRARY 7500 URBAN ROOTS 4900 GONZALES ST AUSTIN TX 78702 NONE PC SUPPORT FARM INTERNSHIP PROGRAM 20000 BOOKSPRING 2006 GREENBROOK PKWY AUSTIN TX 78723 NONE PC PURCHASE CHILDRENS BOOKS FOR LOW INCOME AND DISADVANTAGED CHILDREN 10000 BOYS AND GIRLS CLUBS OF AUSTIN & TRAVIS COUNTY 6648 ED BLUESTEIN BLVD AUSTIN TX 78723 NONE PC SUPPORT SALARIES, SUPPLIES, & MATERIALS, FIELD TRIP COSTS 20000 CANDLELIGHT RANCH FOUNDATION 6408 MULESHOE BEND TRAIL MARBLE FALLS TX 78654 NONE PC ASSIST WITH PROGRAM MATERIAL AND SUPPLIES AND STAFF COMPENSATIONAS WELL AS MAINTENANCE 40000 CARITAS OF AUSTIN 611 NECHES ST AUSTIN TX 78701 NONE PC OPERATIONAL EXPENSES 10000 CENTER FOR CHILD PROTECTION 8509 FM 969 2 AUSTIN TX 78724 NONE PC PARTIALLY FUND SALARY FOR NEW ED SPECIALIST 20000 CHILDRENS ADVOCACY CENTERS OF TX 1501 W ANDERSON LN AUSTIN TX 78757 NONE PC ANNUAL LEADERSHIP CONFERENCE MEETING, SPACE RENTAL, FOOD & BEVERAGE AND EQUIPMENT RENTAL 20000 EASTER SEALS CENTRAL TEXAS 8505 CROSS PARK DR 120 AUSTIN TX 78754 NONE PC FIT ABILITY PROGRAM SCHOLARSHIP 20000 FAMILY ELDERCARE 1700 RUTHERFORD LN AUSTIN TX 78754 NONE PC GUARDIANSHIP PROGRAM 20000 GENAUSTIN 2801 S IH 35 FRONTAGE RD 110 AUSTIN TX 78741 NONE PC AUGUST GIRL CONNECT PROGRAM 30000 HALF HELEN FOUNDATION 1023 SPRINGDALE RD AUSTIN TX 78721 NONE PC ASSIST WITH FUNDING OF TWO PORTABLE OPTOMETRY CLINICS 35000 MIRACLE FARM INC 10802 FM2621 BRENHAM TX 77833 NONE PC TRAUMA FOCUSED COUNSELING FOR YOUNG MEN AGES 13-18 20000 OPEN MY WORLD THERAPEUTIC RIDING 5300 COUNTY RD 279 LEANDER TX 78641 NONE PC COST FOR 9 MONTHS OF RENT FOR CURRENT LOCATION 40000 SAFE IN AUSTIN 14601 HONEYCOMB DR LEANDER TX 78641 NONE PC GENERAL OPERATIONS 20000 STILL CREEK BOYS RANCH INC 6055 HEARNE RD BRYAN TX 77808 NONE PC BOYS HOUSE "RELIEF PARENT" SALARY 20000 TEXAS RAMP PROJECT 9705 BURNET RD AUSTIN TX 78758 NONE PC BUILDING WHEELCHAIR RAMPS FOR THE ELDERLY AND DISABLED ACROSS TEXAS 25000 THE SAFE ALLIANCE 4800 MANOR RD A AUSTIN TX 78723 NONE PC COST OF STAFF WAGES TO SUPPORT BEHAVIOR AND EDUCATION THERAPY FOR ABUSED CHILDREN 25000 WONDERS & WORRIES 9101 BURNET RD SUITE 205 AUSTIN TX 78758 NONE PC CAPITAL CAMPAIGN FOR EXPANSION INTO THE HOUSTON AREA 30000 YOUTH AND FAMILY ALLIANCE 3700 S 1ST ST AUSTIN TX 78704 NONE PC STREET OUTREACH FOR RUNWAY AND HOMELESS YOUTH AGES 10-26 TO EXPAN STAFF NEEDS 20000 CAL FARLEYS BOYS RANCH 600 SW 11TH AVE AMARILLO TX 79101 NONE PC NEW DISHWASHER AND HOT WATER HEATERS 34236 1026736 14 214441 14 851668 18 -292435 773674 773674 false false false false false false false false false false X X 1 ESTATE OF EDA MONTANDON 13205 EL CAMINO ROAD AUSTIN TX 78727 5792836 X TAX AND RELATED ACCOUNTING FEE 12540 12540 U S TRUST INVESTMENT ADVISOR AND ALSO AN ADVISOR FOR GRANT-MAKING. AMG WEALTH ADVISORS INVESTMENT ADVISOR. PRIVATE FOUNDATION TAX RETURN IS ON EXTENSION UNTIL 11/16/2020. AFTER TAX RETURN IS COMPLETED, WE WILL PROVIDE ATTORNEY GENERAL WITH REQUIRED INFORMATION. US TRUST SEE ATTACHED SCH 5215756 5502604 US TRUST SEE DETAIL 11586734 12002062 AMG/AMERITRAD SEE DETAIL 21510578 21710057 US TRUST SEE ATTACHED SCH 305396 363412 LAZARD PARTNERSHIP INT US TRUS 0 0 IRS PREPAYMENT 103157 0 0 PRIOR YEAR TAX OVERPAYMENT 0 27273 27273 TAX REFUND DUE FROM ESTATE 0 10000 10000 ESTIMATED TAX PAID 0 60000 60000 INSURANCE E&O 1940 970 970 BANK FEES 50 50 INVESTMENT FEES 6993 6993 FINAL ESTATE K-1 CAPITAL LOSS CARRYOVER 306796 ADVISOR FEES 194217 194217 GRANT MAKING FEES 78876 78876 ESTATE OF EDA MONTANDON 13205 EL CAMINO ROAD AUSTIN TX 78727 FOREIGN TAX PAID 16364 16364 INCOME TAX PAID 75884 75884