2017-11-06T13:32:43-06:00 2016-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990PF 2016-01-01 742387803 THE MR AND MRS JOE W BRATCHER JR FOUNDATION MRAN 5129680928 3939 BEE CAVE ROAD NO C-100 AUSTIN TX 78746 WENDY ALBRECHT PRESIDENT 5129680928 2017-10-30 1 DANA MCCARTNEY P01302365 5123703200 168.215.174.114 2017-10-30 06:00:55 CD P 03B034175DB09675C0EA2B375CDFD1C2C0A6E616 03B034175DB09675C0EA2B375CDFD1C2C0A6E616 2016 2017-02-10 21:41:12Z X 4019429 X X 35006 35006 37494 37494 33814 279237 33814 106314 106314 0 0 0 5500 2750 2750 7611 7611 0 4500 0 0 17611 10361 2750 222049 222049 239660 10361 224799 -133346 95953 240512 85404 85404 2037148 2033583 2056842 1507291 1532618 1877183 3784951 3651605 4019429 0 0 X 0 0 0 0 3784951 3651605 3784951 3651605 3784951 3651605 3784951 -133346 0 3651605 0 3651605 GE CAPITAL BANK P 2013-01-03 2016-05-23 245000 245423 -423 -423 CAPITAL GAINS DIVIDENDS P 34237 34237 34237 33814 0 248810 4104236 0.060623 223230 4340285 0.051432 85000 4143199 0.020516 84801 241759 0.350767 10900 65747 0.165787 0.649125 0.129825 3983640 517176 960 518136 224799 1919 0 1919 0 1919 3203 3203 1284 1284 0 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 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 WENDY ALBRECHT 3939 BEE CAVE ROAD BLDG C-100 AUSTIN TX 78746 PRESIDENT/TREASURER 1.00 0 0 0 JOE W BRATCHER III 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 NONE 0 NONE 0 0 3831426 212879 0 4044305 0 0 4044305 60665 3983640 199182 199182 1919 1919 197263 0 197263 0 197263 224799 0 224799 0 224799 197263 0 0 14163 7943 46738 68844 224799 0 0 0 197263 27536 0 0 96380 0 0 0 0 0 0 0 96380 14163 7943 46738 27536 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 5000 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. 10000 CAPITAL AREA FOOD BANK OF TEXAS 8201 S CONGRESS AVE AUSTIN TX 78745 501(C)(3) FIGHT AGAINST HUNGER IN CENTRAL TEXAS 5000 CARITAS 611 NECHES STREET AUSTIN TX 78701 501(C)(3) SERVICE CONTINUUM FOR THOSE EXPERIENCING POVERTY 5000 HOSPICE AUSTIN 4107 SPICEWOOD SPRINGS AUSTIN TX 78759 501(C)(3) HOSPICE AUSTIN'S PEDIATRIC PROGRAM 10000 KCRW FOUNDATION 1900 PICO BLVD SANTA MONICA CA 90405 501(C)(3) CONNECTING CURIOUS MINDS THROUGH UNIQUE AND STRIKING PROGRAMMING 10000 KUT PO BOX 7458 AUSTIN TX 78713 501(C)(3) TO NOURISH MINDS AND BROADEN HORIZONS THROUGH INFORMATIVE, NON-COMMERCIAL PROGRAMMING 10000 PIONEER FARMS 10621 PIONEER FARMS DRIVE AUSTIN TX 78754 501(C)(3) PIONEER FARMS HISTORICAL PROGRAMS 10000 ROUND TOP FESTIVAL 248 JASTER ROAD ROUND TOP TX 78954 501(C)(3) TO EDUCATE AND TRAIN YOUNG MUSICIANS 25000 ST ANDREW'S EPISCOPAL SCHOOL 1112 WEST 31ST STREET AUSTIN TX 78705 501(C)(3) EDUCATION 49549 ST DAVIDS FOUNDATION 811 BARTON SPRINGS ROAD SUITE 600 AUSTIN TX 78704 501(C)(3) CARE FOR THE UNDERSERVED AND UNINSURED 25000 THE SETON FUND 1501 W 38TH STREET AUSTIN TX 78705 501(C)(3) MEDICAL SERVICES FOR THE POOR 25000 VICTORY SCHOOL UGANDA PO BOX 5929 AUSTIN TX 78763 501(C)(3) TO IMPROVE THE QUALITY OF EDUCATION FOR THE STUDENTS 2500 WOUNDED WARRIOR 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 501(C)(3) TO PROVIDE SERVICES FOR WOUNDED SERVICE MEMBERS. 5000 PEASE PARK CONSERVANCY PO BOX 50065 AUSTIN TX 78763 501(C)(3) TO PRESERVE PEASE PARK. 25000 222049 0 14 35006 14 37494 18 33814 0 106314 0 106314 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5500 2750 2750 $260,000 FHLB 256762 260499 $100,000 BMW BANK NO AMER 99520 100410 $245,000 GE CAPITAL BANK 0 0 $245,000 GOLDMAN SACHS BANK 245241 245586 $245,000 STATE BANK OF INDIA 243263 245107 $245,000 CIT BANK 244374 248097 $245,000 DISCOVER BANK 243428 246075 $248,000 SYNCHRONY BANK 246544 250506 $230,000 AMERICAN EXPRESS CENTURION 229343 232053 $118,000 UST INFL IDX 120428 126173 $105,000 NORTHWEST IOWA COMMUNITY 104680 102336 17,788.749 UNITS OF DFA FIVE YEAR GLBL FIXED INCM AT COST 198000 193364 7,383.904 UNITS OF DFA EMERGING MKTS CORE EQTY AT COST 146791 128185 8,714.127 UNITS OF DFA INTL SMALL CAP VALUE AT COST 142739 165743 11,660.426 UNITS OF DFA INTL VALUE III AT COST 179557 165695 12,001.556 UNITS OF DFA LARGE CAP VALUE III AT COST 215685 295958 3,431.599 UNITS OF DFA REAL ESTATE SECURITIES AT COST 91881 118424 25,690.748 UNITS OF DFA US LARGE CO AT COST 295202 447019 8,548.067 UNITS OF DFA US MICRO CAP AT COST 128923 178569 4,927.14 UNITS OF DFA US SMALL CAP VALUE AT COST 133840 184226 ADVISOR FEES 7611 7611 0 FEDERAL EXCISE TAX 4500 0 0