2022-11-14T10:02:03-06:00 2021-12-31 MIKESKA MONAHAN & PECKHAM PC 100 CONGRESS AVENUE SUITE 990 AUSTIN TX 78701 990PF 2021-01-01 826673963 HARRY E AND EDA L MONTANDON CHARITABLE TR % RICHARD BURATTI HARR 5125071772 13205 EL CAMINO ROAD AUSTIN TX 78727 RICHARD BURATTIOTHERS TRUSTEE 5124761040 2022-05-15 true RICHARD BURATTIOTHERS XXX-XX-XXXX SUSAN Z PECKHAM P00025928 5124761040 3 2021 2022-09-23 18:48:47Z X 53298792 X 6239 100848 100848 685789 685789 4625929 42408943 4625929 5418805 5412566 75000 37500 37500 19890 19890 0 0 337533 231136 106397 37601 37601 12112 9225 2887 482136 335352 0 146784 2605000 2605000 3087136 335352 0 2751784 2331669 5077214 832577 858578 858578 1129870 1410246 1400630 35704774 36872081 44474584 5088456 5822835 5876348 509405 685412 643210 90217 45442 45442 43355299 45694594 53298792 0 0 X 41081431 41087670 2273868 4606924 43355299 45694594 43355299 45694594 43355299 2331669 7626 45694594 45694594 US TRUST-ST BOX A-SEE ATTACHED 2021-12-31 3367070 3160887 209082 206183 US TRUST-BOX B-SEE ATTACHED 2021-12-31 405279 419238 -13966 -13959 US TRUST-BOX D-SEE ATTACHED 2021-12-31 3762029 2838196 919061 923833 US TRUST-BOX E-SEE ATTACHED 2021-12-31 893993 854357 33830 39636 US TRUST-ST BOX C-SEE ATTACHED 2021-12-31 232 223 9 9 US TRUST-BOX F-SEE ATTACHED 2021-12-31 1346 1079 267 267 AMERITRADE-ST BOX A-SEE ATTACHED 2021-12-31 13926234 12731603 1194631 1194631 AMERITRADE-LT BOX D-SEE ATTACHED 2021-12-31 19860344 17769745 2090599 2090599 CAPITAL GAIN DIVIDENDS P 192416 CAPITAL GAIN DIVIDENDS P 192416 CAPITAL GAIN DIVIDENDS P 192416 CAPITAL GAIN DIVIDENDS P 192416 CAPITAL GAIN DIVIDENDS P 192416 CAPITAL GAIN DIVIDENDS P 192416 CAPITAL GAIN DIVIDENDS P 192416 CAPITAL GAIN DIVIDENDS P 192416 4625929 70573 70573 70573 45442 0 45000 90442 X 19869 19869 false false false false false false false true true TX false false false 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 254173 AMG WEALTH ADVISORS 2700 VIA FORTUNA SUITE 100 AUSTIN TX 78746 PROFESSIONAL SERVICE 83360 ALL CHARITABLE ACTIVITIES OF FOUNDATION RELATE TO GRANT MAKING. 42955058 973117 6939819 50867994 0 50867994 763020 50104974 2505249 2505249 70573 70573 2434676 2434676 2434676 2751784 0 0 0 0 2751784 2434676 1034248 2019 2018 2017 0 0 2751784 1034248 1717536 0 0 0 0 717140 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 ANTHROPOS ARTS 9038 N I-35 AUSTIN TX 78753 NONE PC SUPPORT MUSIC MENTORSHIP PROGRAM IN TITLE 1 SCHOOLS. 25000 ANY BABY CAN 6207 SHERIDAN AVE AUSTIN TX 78723 NONE PC SUPPORT EARLY CHILDHOOLD INTERVENTION PROGRAM. 50000 AVANCE INC 4900 GONZALEZ ST 116 AUSTIN TX 78702 PC PROVIDE CHILDCARE FOR INFANTS-3 YEARS FOR LOW INCOME FAMILIES THROUGH FAMILY FRIENDS AND NEIGHBOR CURRICULUM. 25000 BREAKTHROUGH CENTRAL TEXAS 1050 E 11TH ST AUSTIN TX 78702 PC SUPPORT 6TH GRADE STUDENTS BUILD ACADEMIC SKILLS TO REACH COLLEGE. 25000 CENTER FOR WOMEN & THEIR WORK 1311 E CESAR CHAVEZ ST AUSTIN TX 78702 NONE PC BRING ARTS EDUCATION BUILDINGS INTO ADA COMPLIANCE. 75000 CASA OF TRAVIS COUNTY 7600 CHEVY CHASE DR 200 AUSTIN TX 78752 NONE PC CHILD ADVOCACY SPECIALISTS TO OVERSEE CASA VOLUNTEERS. 50000 DELL CHILDREN MEDICAL CENTER FDN 4900 MUELLER BLVD AUSTIN TX 78723 NONE PC SUPPORT EMERGENCY FAMILY RELIEF FOR LOW INCOME PATIENTS NEEDING HEART SURGERY. 50000 FOSTER ANGELS OF CENTRAL TEXAS 101 WESTLAKE DR STE 210 AUSTIN TX 78746 NONE PC SUPPORT GUIDE TO THRIVE PROGRAM. 60000 GIRLS EMPOWERMENT NETWORK 2801 S I-35 FRONTAGE RD 110 AUSTIN TX 78741 NONE PC PROVIDE ACTIVITY KITS AND VIRTUAL GIRL CONNECT TO AT-RISK GIRLS. 50000 HOPE HOUSE OF AUSTIN 1705 CO RD 285 LIBERTY HILL TX 78642 NONE PC UNRESTRICTED GRANT TO COMPLETE ACCREDITATION PROCESS TO CARE FOR DISABLED CHILDREN. 50000 HOSPICE AUSTIN 4107 SPICEWOOD SPRINGS RD AUSTIN TX 78759 NONE PC SUPPORT CAMP BRAVE HEART. 25000 JEREMIAH PROGRAM 1200 PAUL TERESA SALDANA ST AUSTIN TX 78702 NONE PC PROVIDE CHILDCARE FOR SINGLE MOTHERS ENROLLED IN SCHOOL. 35000 MAINSPRING SCHOOLS 1100 W LIVE OAK ST AUSTIN TX 78704 NONE PC GENERAL OPERATING SUPPORT. 45000 MARBRIDGE FOUNDATION INC 1100 W LIVEOAK ST AUSTIN TX 78704 NONE PC RENOVATION TO CREATE INDUSTRIAL KITCHEN. 75000 PEOPLE'S COMMUNITY CLINIC 1101 CAMINO LA COSTA AUSTIN TX 78752 NONE PC AFFORDABLE HEALTHCARE FOR LOW INCOME CHILDREN. 25000 REACH UNLIMITED 11832 MUELLER CEMENTARY RD BLDG B CYPRESS TX 77429 NONE PC SUPPORT CONNECTIONS PROJECT PURCHASE OF HARDWARE AND SOFTWARE. 15000 TEXAS RAMP PROJECT 105 LBJ DR JOHNSON CITY TX 78636 NONE PC PROVIDE WHEELCHAIR RAMPS FOR LOW INCOME PEOPLE WITH DISABILITIES. 35000 DOWN HOME RANCH 20250 FM 619 ELGIN TX 78621 NONE PC PURCHASE THREE RANCH VEHICLES AND UPGRADES TO POOL FACILITY. 100000 DOWNTOWN WOMEN'S CENTER 409 SOUTH MONROE AMARILLO TX 79101 NONE PC SUPPORT YOUTH BEHAVIOR MODIFICATION AND HEALING PROGRAM. 100000 ROCK-RIDE ON CENTER FOR KIDS 2050 RICKRIDE LN GEORGETOWN TX 78626 NONE PC CAPITAL CAMPAIGN TO PURCHASE LAND FOR EXPANSION 100000 RONALD MCDONALD HOUSE CHARITIES 1315 BARBARA JORDAN BLVD AUSTIN TX 78723 NONE PC CAPITAL CAMPAIGN TO EXPAND HOUSE AT MUELLER. 100000 AGE OF CENTRAL TEXAS 3710 CEDAR ST AUSTIN TX 78705 NONE PC CONSTRUCTION OF SOUTH AUSTIN FACILITY 25000 ARC OF THE CAPITAL AREA 1106 CLAYTON LN AUSTIN TX 78723 NONE PC ONLINE GROUP DAY HABILITATION SERVICES FOR THOSE WITH INTELLECTUAL AND DEVELOPMENT DISABILITIES. 25000 ASSISTANCE LEAGUE OF AUSTIN 4901 BURNET RD AUSTIN TX 78756 NONE PC SUPPORT OPERATION IMPACT PROJECT TO PROVIDE CLOTHING AND OTHER SUPPORT TO SCHOOL CHILDREN 25000 ASSITANCE LEAGUE OF EL PASO 2728 YANDELL DR EL PASO TX 79903 NONE PC OPERATION SCHOOL BELL CLOTHING FOR CHILDREN GRADES 1-5. 25000 AUSTIN CHILDREN'S MUSEUM 1830 SIMOND AVE AUSTIN TX 78723 NONE PC SUPPORT LITTLE THINKERS PRESCHOOL. 25000 AUSTIN DIAPER BANK 2210 DENTON DR AUSTIN TX 78758 NONE PC DIAPER DISTRIBUTION PROGRAM FOR LOW INCOME FAMILIES. 10000 AUSTIN HABITAT FOR HUMMANITY 500 W BEN WHITE BLVD AUSTIN TX 78704 NONE PC DIRECT COST OF BUILDING A HOME FOR SINGLE MOTHER. 25000 AUSTIN SMILES 9415 BURNET RD 207 AUSTIN TX 78758 NONE PC EXPAND CENTRAL TEXAS CLEFT COMMUNITY PROGRAMS FOR CHILDREN. 50000 AUSTIN YMBL SUNSHINE CAMP 2225 ANDREW ZILKER RD AUSTIN TX 78746 NONE PC OVERNIGHT SUMMER CAMP PROGRAM FOR CAMPER AGE 8-15. 25000 BASTROP COUNTY EMERGENCY 1311 CHESTNUT ST BASTROP TX 78602 NONE PC NIBBLES: THE NUTRITION IN BACKPACKS BEFORE LITTLE ONES EXIT SCHOOL PROGRAM WEEKEND MEALS AND SNACKS FOR LOW INCOME STUDENTS. 25000 BOOKSPRING 1807 W SLAUGHTER LN BLDG 1 AUSTIN TX 78748 NONE PC PURCHASE MULTI-LINGUAL CHILDREN'S BOOKS FOR LOW INCOME CHILDREN AGES 1-12. 15000 BOYS & GIRLS CLUBS OF AUSTIN 6648 ED BLUESTEIN BLVD AUSTIN TX 78723 NONE PC PROVIDE CLUBS WITH YOUTH DEVELOPMENT PROGRAMMING. 20000 CANDLELIGHT RANCH 6408 MULESHOE BEND TRAIL MARBLE FALLS TX 78654 NONE PC SUPPORT PROJECT HEAL FOR CHILDREN WITH SPECIAL NEEDS. 40000 CAPITAL IDEA 835 N PLEASANT VALLEY RD 3RD FLOOR AUSTIN TX 78702 NONE PC EMPOWER LOW INCOME YOUTH, AGES 18-20 TO DEVELOP SKILLS AND PREPARE FOR EMPLOYMENT. 10000 CARITAS OF AUSTIN 611 NECHES ST AUSTIN TX 78701 NONE PC YOUTH HOMELESSNESS DEMONSTRATION PROJECT. 25000 CASA OF CENTRAL TEXAS 1619 COMMON ST 301 NEW BRAUNFELS TX 78130 NONE PC TRAIN VOLUNTEER TO ADVOCATE FOR CHILDREN WHO HAVE BEEN ABUSED, NEGLECTED AND/OR IN FOSTER CARE. 35000 CENTER FOR CHILD PROTECTION 8509 FM 969 2 AUSTIN TX 78724 NONE PC GENERAL OPERATING SUPPORT TO ASSIST VICTIMS OF CHILD ABUSE WITH CRITICAL SERVICE. 20000 THE CHRISTI CENTER 2306 HANCOCK DR AUSTIN TX 78756 NONE PC PROVIDE GRIEF SUPPORT TO CHILDREN AND YOUTH AGES 5-18. 10000 COMMUNITIES IN SCHOOLS 3000 S I-35 FRONTAGE RD STE 200 AUSTIN TX 78704 NONE PC CIS STUDENT AND FAMILY ASSISTANCE FUND. 30000 CON MI MADRE 1825 FORT VIEW RD AUSTIN TX 78704 NONE PC CAPACITY GRANT TO ASSIST YOUNG HISPANIC WOMEN TO GRADUATE HIGH SCHOOL AND ENTER COLLEGE. 25000 COUNCIL ON AT RISK YOUTH 3710 CEDAR ST AUSTIN TX 78705 NONE PC VIOLENCE PREVENTION PROGRAM AT DEL VALLE HIGH SHOOL TO REDUCE INCARCERATION RATES. 25000 CREATIVE ACTION 1023 SPRINGDALE RD BLDG 3 AUSTIN TX 78721 NONE PC AFTERSCHOOL CARE PROGRAMMING FOR LOW INCOME YOUTH 25000 FAMILY ELDERCARE 1700 RUTHERFORD LN AUSTIN TX 78754 NONE PC GUARDIANSHIP PROGRAM FOR ADULTS WITH DISABILITIES 25000 GIRL SCOUTS OF CENTRAL TEXAS 12012 PARK 35 CIR AUSTIN TX 78753 NONE PC GIRL SCOUTS BEYOND BARS PROGRAM FOR GIRLS WHOSE MOTHERS ARE INCARCERATED. 20000 HALF HELEN FOUNDATION 1023 SPRINGDALE RD AUSTIN TX 78721 NONE PC PEDIATRIC VISION CARE ON OPTICAL PRIME MOBILE VISION CLINIC FOR LOW INCOME CHILDREN. 50000 HAND TO HOLD 12325 HYMEADOW DR STE 4-102 AUSTIN TX 78750 NONE PC ASSIST GROWTH AND EXPANSION OF PROGRAMS IN NICUS ACROSS TEXAS. 50000 JUNIOR LEAGUE OF AUSTIN 5330 BLUFFSTONE LN AUSTIN TX 78759 NONE PC SUPPORT FOOD IN TUMMIES, COATS FOR KIDS AND KIDS IN COOL SHOES PROGRAMS FOR LOW INCOME CHILDREN. 40000 MANOS DE CRISTO INC 4911 HARMON AVE AUSTIN TX 78751 NONE PC DENTAL SERVICES TO UNDERSERVED CHILDREN. 25000 MARK KILROY FOUNDATION 13304 HWY 6 SANTA FE TX 77510 NONE PC AWARD ANTI-DRUG COLLEGE SCHOLARSHIPS TO DISADVANTAGED YOUTH. 50000 MEALS ON WHEELS 3227 E 5TH ST AUSTIN TX 78702 NONE PC PROVIDE MEALS TO SENIORS AND INDIVIDUALS WITH DISABILITIES. 25000 MIRACLE FARM INC 10802 FM 2621 BRENHAM TX 77833 NONE PC TRAUMA FOCUSED COUNSELING SERVICES FOR YOUNG MEN. 30000 MOBILE LOAVES & FISHES INC 9301 HOG EYE RD STE 950 AUSTIN TX 78724 NONE PC COMMUNITY FIRST VILLAGE FUNDS TO BE USED FOR NEW HOME BUILDS I.E. MICRO-HOUSES, RVS OR TRAVEL TRAILER. 100000 OPEN DOOR PRESCHOOL 1717 W 10TH ST AUSTIN TX 78703 NONE PC SUPPORT BUILDING 3RD CAMPUS IN LAUREL CREEK. 25000 OPEN MY WORLD THERAPEUTIC 5300 COUNTY RD 279 LEANDER TX 78641 NONE PC PURCHASE FARM EQUIPMENT TO ENHANCE THERAPEUTIC RIDING PROGRAM. 65000 PARTNERSIPS FOR CHILDREN 14000 SUMMIT DR AUSTIN TX 78728 NONE PC SUPPLY BASIC NEEDS TO CHILDREN IN CARE OF CHILD PROTECTIVE SERVUCES. 25000 THE REFUGEE FOR DMST PO BOX 90804 AUSTIN TX 78709 NONE PC CIRCLE OF CARE PROGRAM. PROVIDE THERAPEUTIC SUPPORT FOR GIRLS AT THE REFUGEE RANCH. 25000 THE RISE SCHOOL OF AUSTIN 4800 MANOR RD BLDG J AUSTIN TX 78723 NONE PC SPEECH THERAPY PROGRAM FOR CHILDREN. 25000 SAFE IN AUSTIN 14601 HONEYCOMB DR LEANDER TX 78641 NONE PC BUILD BARN TO HOUSE OFFICE AND THERAPY ROOMS FOR HEALING HEARTS VISITORS. 50000 SETTLEMENT HOME FOR CHILDREN 1600 PAYTON GIN RD AUSTIN TX 78758 NONE PC PROVIDE BASIC NEEDS FOR GIRLS IN RESIDENTIAL TREATMENT CENTER AND GROUP HOME PROGRAM. 50000 FOUNDATION AT SHIELD RANCH 9433 BEE CAVES RD AUSTIN TX 78733 NONE PC CONSTRUCT SCREENED SLEEPING SHELTERS AT THE CAMPSITE AT SHIELD RANCH. 35000 TEXAS CAN ACADEMIES AUSTIN 2406 ROSEWOOD AVE AUSTIN TX 78702 NONE PC SUPPORT STUDENT ASSISTANCE PROGRAM PROVIDE MENTAL AND BEHAVIORAL HEALTH RESOURCES AND SERVICES TO VULNERABLE STUDENTS. 25000 WOMEN'S STORYBOOK PROJECT TEXAS 5524 BEE CAVES RD AUSTIN TX 78746 NONE PC SUPPORT WSP BY MAIL PROGRAM BENEFITING CHILDREN WITH INCARCERATED MOTHERS. 25000 WONDERS & WORRIES 9101 BURNET RD STE 205 AUSTIN TX 78758 NONE PC PROVIDE THERAPEUTIC SESSIONS AND CONSULTATIONS FOR FAMILIES IN CENTRAL TEXAS. 25000 YOUTH AND FAMILY ALLIANCE 3700 S 1ST ST AUSTIN TX 78704 NONE PC SUPPORT STREET OUTREACH PROGRAM. 25000 WEST TEXAS REHABILITATION CENTER 3001 S JACKSON SAN ANGELO TX 76904 NONE PC SUPPORT ADDULT THERAPY PROGRAMS. 100000 DELL CHILDREN MEDICAL CENTER 4900 MUELLER BLVD AUSTIN TX 78723 NONE PC NEW CAPITAL CAMPAIGN. 25000 AMERICAN YOUTHWORKS 1901 E BEN WHITE BLVD AUSTIN TX 78741 NONE PC STUDENT TRAINING IN TEXAS CONSERVATION CORPS AND DISASTER RELIEF PROGRAMS. 10000 2605000 100848 14 685789 14 4625929 18 5412566 5412566 false false false false false false false false false false X X 1 ESTATE OF EDA MONTANDON 13205 EL CAMINO ROAD AUSTIN TX 78727 6239 X TAX AND RELATED ACCOUNTING FEE 19890 19890 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 11/15/2022. AFTER TAX RETURN IS FILED, WE WILL PROVIDE ATTORNEY GENERAL WITH REQUIRED INFORMATION. US TRUST SEE ATTACHED SCH 5822835 5876348 US TRUST SEE DETAIL 12048676 19391328 AMG/AMERITRAD SEE DETAIL 0 0 TRUIST SEE DETAIL 24823405 25083256 1410246 1400630 US TRUST SEE ATTACHED SCH 685412 643210 PRIOR YEAR TAX OVERPAYMENT 80069 45442 45442 TAX REFUND DUE FROM ESTATE 10148 0 0 INSURANCE E&O 5775 2888 2887 BANK FEES -366 -366 INVESTMENT FEES 6703 6703 PREVIOUSLY TAXED INCOME RECEIVED IN 2021 7626 ADVISOR FEES 231136 231136 GRANT MAKING FEES 106397 106397 FOREIGN TAX PAID 2974 2974 INCOME TAX PAID 34627 34627