2026-05-14T15:41:20-04:00 2025-12-31 BENEDICT MCCABE LLC 3700 N CAPITAL OF TEXAS HWY STE 460 AUSTIN TX 78746 990PF 2025-01-01 826673963 HARRY E AND EDA L MONTANDON CHARITABLE TR % RICHARD BURATTI HARR 5125071772 13205 EL CAMINO ROAD AUSTIN TX 78727 RICHARD BURATTIOTHERS TRUSTEE 5124761040 2026-05-06 true TRACY BENEDICT P00181574 5124761040 2025 2025-03-06 01:10:19Z X 51805394 X 0 X 199589 221522 1052562 1067790 1975738 21849304 1926300 0 106 3227889 3215718 75000 37500 37500 13500 13500 0 0 342647 219233 116567 43145 16935 2726 9573 477018 296741 0 154067 2368200 2368200 2845218 296741 0 2522267 382671 2918977 0 2581701 1235896 1235896 1665823 1330583 1363448 31298079 33043592 41598098 3823078 3869144 3937612 3116378 3400885 3670340 42485059 42880100 51805394 0 0 X 41087670 41087670 1397389 1792431 42485059 42880101 42485059 42880101 42485059 382671 12371 42880101 42880101 PUBLICLY-TRADED SECURITIES P 2025-12-31 21849304 20023619 1825685 1825685 WASH SALE AND MARKET DISCOUNT ADJUSTMENTS 2025-12-31 78029 0 78029 78029 1926300 40574 40574 40574 32900 0 32900 X 315 7989 0 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 ELAINE 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 239518 TRUIST WEALTH 611 W 5TH STREET AUSTIN TX 78701 PROFESSIONAL SERVICE 103129 ALL CHARITABLE ACTIVITIES OF FOUNDATION RELATE TO GRANT MAKING. 43860096 1477950 3357256 48695302 0 48695302 730430 47964872 2398244 2398244 40574 40574 2357670 2357670 2357670 2522267 0 0 0 0 2522267 2357670 0 2023 2022 2021 256897 109199 366096 2522267 0 2357670 164597 530693 0 0 530693 256897 109199 164597 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 2368200 2368200 14 199589 14 1052562 18 1975738 3227889 3227889 false false false false false false false false false false TAX AND RELATED ACCOUNTING FEE 13500 13500 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 3869144 3937612 US TRUST SEE DETAIL 13073918 17233328 TRUIST SEE DETAIL 19969674 24364770 1330583 1363448 US TRUST SEE ATTACHED SCH 3400885 3670340 TRUIST SEE ATTACHED SCH ADMINISTRATIVE EXPENSES 700 700 INVESTMENT EXPENSES 0 6847 INSURANCE 2026 2026 MISCELLANEOUS 0 106 BASIS ADJUSTMENTS 12371 INV/ACCOUNT MANAGEMENT FEES 196387 196387 ADVISOR/ADR FEES 29693 22846 GRANTMAKING FEES 116567 116567 FOREIGN TAX PAID 16935 EXCISE TAX 43145