LINK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LINK FOUNDATION (EIN 74-2387802)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-13
- IRS object ID
- 202331339349100123
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-13T09:25:54-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE A FLIELLER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3129 HONEY TREE LN | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742387802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LINK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINK | BusinessNameControlTxt |
| Phone | 5124800269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH MOPAC EXPRESSWAY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN S BRATCHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5124800269 | PhoneNum |
| Signature | 2023-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | IAN | PersonFirstNm |
| Person Last | BRATCHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE A FLIELLER | PreparerPersonNm |
| PTIN | P01457483 | PTIN |
| Phone | 5123271687 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,837,109 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $66,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,589 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $367 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,747 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,355 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,355 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,298 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $672 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209,760 | CashBOYAmt |
| Cash EOY | $210,403 | CashEOYAmt |
| Cash EOYFMV | $210,403 | CashEOYFMVAmt |
| Acct Rcvbl | $674 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $674 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $674 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $10,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,736,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,734,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,616,032 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,957,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,955,746 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,837,109 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,957,152 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,955,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,957,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,955,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,957,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,955,746 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,957,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,955,746 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,955,746 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 EMBECTA CORP | P | 2017-06-22 | 2022-05-17 | $2,587 | $2,222 | $365 | $365 |
| CLASS ACTION SECURITIES LITIGATION | P | 2017-06-22 | 2022-12-15 | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $367 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $858 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $858 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,142 | OverpaymentAmt |
| Applied To ES Tax | $9,142 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANE A FLIELLER CPA | IndividualWithBooksNm |
| Phone | 5123271687 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3129 HONEY TREE LANE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| IAN S BRATCHER | |||||||||
| 901 SOUTH MOPAC EXPRESSWAY BLDG 1 | SUITE 510 | AUSTIN | TX | 78746 | PRES/TREAS | 1.00 | $0 | $0 | $0 |
| MADISON GOFORTH | |||||||||
| 901 SOUTH MOPAC EXPRESSWAY BLDG 1 | SUITE 510 | AUSTIN | TX | 78746 | SEC/V.P. | 1.00 | $0 | $0 | $0 |
| WENDY ALBRECHT | |||||||||
| 901 SOUTH MOPAC EXPRESSWAY BLDG 1 | SUITE 510 | AUSTIN | TX | 78746 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIGID ANNE COCKRUM | |||||||||
| 901 SOUTH MOPAC EXPRESSWAY BLDG 1 | SUITE 510 | AUSTIN | TX | 78746 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,617,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,552 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,674 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,836,337 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,836,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,545 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,778,792 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $858 | TotalTaxAmt |
| Distributable Before Adj | $188,082 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $188,082 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $188,082 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $409,812 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $564,493 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $280,645 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $713,002 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $352,434 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,320,386 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $130,582 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $130,582 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,189,804 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $279,230 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,910,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $564,493 | ExcessFromYear4Amt |
| Excess From Year3 | $280,645 | ExcessFromYear3Amt |
| Excess From Year2 | $713,002 | ExcessFromYear2Amt |
| Excess From Year1 | $352,434 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IAN S BRATCHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | IAN S BRATCHER III CO H DAVID HUGHE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 BEE CAVES ROAD BLDG O | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124800010 | RecipientPhoneNum |
| Form And Info And Materials | INFO SHOWING EVIDENCE OF PUBLIC CHARITY OR PRIVATE OPERATG FOUNDATION STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 30TH OF EACH CALENDAR YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | AVERAGE GRANT IS 5,000. NO GEOGRAPHICAL LIMITATION ALTHOUGH AUSTIN, TEXAS IS PREFERRED. CHARITABLE FIELDS INCLUDE HUMAN SERVICES AND MEDICAL ORGANIZATIONS(ESPECIALLY FOR CHILDREN). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN YMCA | |||||||
| 1100 W 1ST | AUSTIN | TX | 78702 | NONE | PUBLIC | PUBLIC SERVICE | $15,000 |
| CENTER FOR SURVIVORS OF TORTURE | |||||||
| 5124 BURNET ROAD | AUSTIN | TX | 78756 | NONE | PUBLIC | PUBLIC SERVICE | $20,000 |
| PEERS | |||||||
| 2144-B BUENA VISTA AVE | ALAMEDA | CA | 94501 | NONE | PUBLIC | PUBLIC SERVICE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,380 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $367 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,747 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,747 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1013 AUTOMATIC DATA PROCESSING | $17,718 | $241,965 |
| 2702 COCA COLA | $78,448 | $171,874 |
| 760 ECOLAB | $35,824 | $110,626 |
| 1933 EMERSON ELEC | $66,842 | $185,684 |
| 605 FEDEX CORP | $66,411 | $104,786 |
| 684 ILLINOIS TOOL WKS | $75,909 | $150,685 |
| 3045 INTEL CORP | $63,100 | $80,479 |
| 758 JOHNSON & JOHNSON | $36,314 | $133,901 |
| 506 MICROSOFT | $13,452 | $121,349 |
| 932 PEPSICO | $66,178 | $168,375 |
| 1084 PROCTER & GAMBLE | $56,411 | $164,291 |
| 2704 DONALDSON | $58,038 | $159,184 |
| 1260 DOVER | $25,714 | $170,617 |
| 684 NORDSON | $31,232 | $162,600 |
| 1869 PACCAR INC | $87,416 | $184,975 |
| 823 HONEYWELL INTL | $81,047 | $176,369 |
| 500 BECTON DICKINSON | $94,647 | $127,150 |
| 384 ALCON | $15,431 | $26,323 |
| 282 AIR PRODS & CHEMS | $62,225 | $86,929 |
| 876 APPLE | $62,697 | $113,819 |
| 313 CINTAS | $63,391 | $141,357 |
| 366 INTUITIVE SURGICAL | $62,182 | $97,118 |
| 353 STRYKER | $61,591 | $86,305 |
| 244 INTUIT | $62,820 | $94,970 |
| 1641 TAIWAN SEMICONDUCTOR MFG | $94,612 | $122,238 |
| 1175 AMPHENOL CORP CL A NEW | $98,388 | $89,465 |
| 175 ADOBE | $98,202 | $58,893 |
| 152 THERMO FISHER SCIENTIFIC | $98,429 | $83,705 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,355 | Amt |
| Net Investment Income | $4,355 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $5,626 | $0 | $0 |
| FOREIGN TAX | $672 | $672 | $0 |
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