LINK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LINK FOUNDATION (EIN 74-2387802)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-15
- IRS object ID
- 202201359349100930
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-15T20:04:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2901 BEE CAVES ROAD BLDG O | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE W BRATCHER III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5124800269 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOE | PersonFirstNm |
| Person Last | BRATCHER III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,432,384 | 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 | $77,622 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,622 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $799,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $337,890 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $415,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $415,512 | 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 | $9,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,099 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,681 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,756 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $564,861 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $564,861 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $588,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $567,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$173,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $404,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,224 | CashBOYAmt |
| Cash EOY | $209,760 | CashEOYAmt |
| Cash EOYFMV | $209,760 | CashEOYFMVAmt |
| Acct Rcvbl | $1 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,159 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,911,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,441,872 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,908,702 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $295,019 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $303,421 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,013,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,957,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,432,384 | 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 | $2,013,617 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,957,152 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,013,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,957,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,013,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,957,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,013,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$173,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $116,640 | OtherIncreasesAmt |
| Subtotal | $1,957,152 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,957,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 144 AUTOMATIC DATA PROCESSING | P | 2013-01-08 | 2021-10-07 | $29,944 | $7,444 | $22,500 | $22,500 |
| 791 DONALDSON | P | 2013-08-20 | 2021-10-07 | $46,474 | $28,520 | $17,954 | $17,954 |
| 267 DOVER | P | 2013-08-20 | 2021-10-07 | $42,890 | $15,653 | $27,237 | $27,237 |
| 262 EMERSON ELECTRIC | P | 2013-08-20 | 2021-10-07 | $25,675 | $16,998 | $8,677 | $8,677 |
| 114 HONEYWELL | P | 2015-12-22 | 2021-10-07 | $24,950 | $11,226 | $13,724 | $13,724 |
| 98 ILLINOIS TOOL WORKS | P | 2013-08-20 | 2021-10-07 | $21,089 | $7,085 | $14,004 | $14,004 |
| 65 JOHNSON & JOHNSON | P | 2013-08-20 | 2021-10-07 | $10,533 | $5,848 | $4,685 | $4,685 |
| 4482 NATIONAL INSTRUMENTS | P | 2013-08-20 | 2021-10-07 | $183,579 | $116,555 | $67,024 | $67,024 |
| 124 NORDSON | P | 2013-08-20 | 2021-10-07 | $29,980 | $8,674 | $21,306 | $21,306 |
| 1920 NOVARTIS | P | 2013-08-20 | 2021-12-22 | $165,450 | $110,881 | $54,569 | $54,569 |
| 447 PACCAR | P | 2013-08-20 | 2021-10-07 | $37,226 | $24,570 | $12,656 | $12,656 |
| 359 TAIWAN SEMICONDUCTOR | P | 2020-02-05 | 2021-10-07 | $39,954 | $20,698 | $19,256 | $19,256 |
| 750 3M | P | 2013-01-08 | 2021-12-22 | $129,317 | $80,255 | $49,062 | $49,062 |
| 84 PROCTER & GAMBLE | P | 2013-08-20 | 2021-10-07 | $11,963 | $6,727 | $5,236 | $5,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $337,890 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,626 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,626 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,626 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,500 | 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 | $10,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,874 | OverpaymentAmt |
| Applied To ES Tax | $4,874 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOE W BRATCHER III | ||||||||
| 2901 BEE CAVES ROAD BLDG O | AUSTIN | TX | 78746 | PRES/TREAS | 1.00 | $0 | $0 | $0 |
| BRIGID ANNE COCKRUM | ||||||||
| 2901 BEE CAVES ROAD BLDG O | AUSTIN | TX | 78746 | SEC/V.P. | 1.00 | $0 | $0 | $0 |
| WENDY ALBRECHT | ||||||||
| 2901 BEE CAVES ROAD BLDG O | 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 | $4,360,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,501 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,478,230 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,478,230 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,411,057 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,626 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,626 | TotalTaxAmt |
| Distributable Before Adj | $214,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,927 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $567,361 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $567,361 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $168,163 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $409,812 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $564,493 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $280,645 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $713,002 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,136,115 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $567,361 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $352,434 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,488,549 | 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 | $168,163 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,320,386 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $409,812 | ExcessFromYear4Amt |
| Excess From Year3 | $564,493 | ExcessFromYear3Amt |
| Excess From Year2 | $280,645 | ExcessFromYear2Amt |
| Excess From Year1 | $713,002 | ExcessFromYear1Amt |
| Excess From Current Year | $352,434 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOE W BRATCHER III | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOE W 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 2218 PERSHING | AUSTIN | TX | 78723 | NONE | PUBLIC | PUBLIC SERVICE | $15,000 |
| AMNESTY INTERNATIONAL | |||||||
| 322 EIGHTH AVE | NEW YORK | NY | 10117 | NONE | PUBLIC | PUBLIC SERVICE | $49,653 |
| AUSTIN CHILD GUIDANCE CENTER | |||||||
| 810 W 45TH | AUSTIN | TX | 78751 | NONE | PUBLIC | PUBLIC SERVICE | $15,000 |
| 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 | $40,000 |
| CENTER FOR VICTIMS OF TORTURE | |||||||
| 649 DAYTON AVENUE | ST PAUL | MN | 55104 | NONE | PUBLIC | PUBLIC SERVICE | $85,000 |
| CENTRAL TEXAS FOOD BANK | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | NONE | PUBLIC | PUBLIC SERVICE | $25,000 |
| CLASSICAL GUITAR ALIVE | |||||||
| PO BOX 4975 | AUSTIN | TX | 78765 | NONE | PUBLIC | PUBLIC SERVICE | $15,000 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | NONE | PUBLIC | PUBLIC SERVICE | $20,000 |
| HUMAN RIGHTS WATCH | |||||||
| 485 5TH PUBLIC AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | PUBLIC SERVICE | $25,000 |
| KMFA | |||||||
| 3001 N LAMAR SUITE 100 | AUSTIN | TX | 78705 | NONE | PUBLIC | PUBLIC SERVICE | $35,000 |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | PUBLIC | PUBLIC SERVICE | $75,208 |
| NATIONAL CENTER FOR LESBIAN RIGHTS | |||||||
| 870 MARKET STREET SUITE 370 | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC | PUBLIC SERVICE | $25,000 |
| PEERS | |||||||
| 2144-B BUENA VISTA AVE | ALAMEDA | CA | 94501 | NONE | PUBLIC | PUBLIC SERVICE | $20,000 |
| RONALD MCDONALD HOUSE | |||||||
| 403 E 15TH ST | AUSTIN | TX | 78701 | NONE | PUBLIC | PUBLIC SERVICE | $20,000 |
| SAFE | |||||||
| BOX 19454 | AUSTIN | TX | 78760 | NONE | PUBLIC | PUBLIC SERVICE | $20,000 |
| THEATRE FOR THE NEW CITY | |||||||
| 155 FIRST AVE | NEW YORK | NY | 10003 | NONE | PUBLIC | PUBLIC SERVICE | $25,000 |
| UNITED NATIONS CHILDRENS FUND | |||||||
| 331 E 38TH | NEW YORK | NY | 10016 | NONE | PUBLIC | PUBLIC SERVICE | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $564,861 | 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 | $77,622 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $337,890 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $415,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $415,512 | 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 (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1013 AUTOMATIC DATA PROCESSING | $17,718 | $249,786 |
| 2702 COCA COLA | $78,448 | $159,985 |
| 760 ECOLAB | $35,824 | $178,288 |
| 1933 EMERSON ELEC | $66,842 | $179,711 |
| 605 FEDEX CORP | $66,411 | $156,477 |
| 684 ILLINOIS TOOL WKS | $75,909 | $168,811 |
| 3045 INTEL CORP | $63,100 | $156,818 |
| 758 JOHNSON & JOHNSON | $36,314 | $129,671 |
| 506 MICROSOFT | $13,452 | $170,178 |
| 932 PEPSICO | $66,178 | $161,898 |
| 1084 PROCTER & GAMBLE | $56,411 | $177,321 |
| 2704 DONALDSON | $58,038 | $160,239 |
| 1260 DOVER | $25,714 | $228,816 |
| 684 NORDSON | $31,232 | $174,605 |
| 1869 PACCAR INC | $87,416 | $164,958 |
| 823 HONEYWELL INTL | $81,047 | $171,604 |
| 500 BECTON DICKINSON | $96,869 | $125,740 |
| 384 ALCON | $15,431 | $33,454 |
| 282 AIR PRODS & CHEMS | $62,225 | $85,801 |
| 876 APPLE | $62,697 | $155,551 |
| 313 CINTAS | $63,391 | $138,712 |
| 366 INTUITIVE SURGICAL | $62,182 | $131,504 |
| 353 STRYKER | $61,591 | $94,399 |
| 244 INTUIT | $62,820 | $156,946 |
| 1641 TAIWAN SEMICONDUCTOR MFG | $94,612 | $197,429 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1175 AMPHENOL CORP CL A NEW | AT COST | $98,388 | $102,766 |
| 175 ADOBE | AT COST | $98,202 | $99,235 |
| 152 THERMO FISHER SCIENTIFIC | AT COST | $98,429 | $101,420 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE FMV AND BOOK VALUE OF STOCK GIFTED TO AMNESTY INT & METROP OPERA | Desc |
| Amt | $116,640 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $9,099 | Amt |
| Net Investment Income | $9,099 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $10,476 | $0 | $0 |
| FOREIGN TAX | $1,681 | $1,681 | $0 |
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