2021-08-31T14:14:05-05:00 2020-12-31 DR-4586-TX WINTER MIKESKA MONAHAN & PECKHAM PC 100 CONGRESS AVENUE SUITE 990 AUSTIN TX 78701 990PF 2020-01-01 826673963 HARRY E AND EDA L MONTANDON CHARITABLE TR % RICHARD BURATTI HARR 5125071772 13205 EL CAMINO ROAD AUSTIN TX 78727 RICHARD BURATTIOTHERS TRUSTEE 5124761040 2021-09-15 true RICHARD BURATTIOTHERS XXX-XX-XXXX SUSAN Z PECKHAM P00025928 5124761040 2021-08-30 2 2020 2022-09-23 18:48:47Z X 49184787 X 0 X 135497 135497 883185 883185 1768217 32812222 1768217 2786899 2786899 75000 37500 37500 25002 25002 0 0 300493 208564 91929 16178 16178 9504 8539 965 426177 295783 0 130394 2015000 2015000 2441177 295783 0 2145394 345722 2491116 4260733 832577 831952 0 1129870 1160223 33097312 35704774 41164016 5215756 5088456 5305397 305396 509405 632982 97273 90217 90217 42976470 43355299 49184787 0 0 X 41081431 41081431 1895039 2273868 42976470 43355299 42976470 43355299 42976470 345722 33107 43355299 43355299 US TRUST ST BOX A-SEE ATTACHED 6695035 6699296 63286 -4261 US TRUST ST BOX B-SEE ATTACHED 2020-12-31 367323 357879 9444 9444 US TRUST LT BOX D-SEE ATTACHED 2020-12-31 4799276 4876103 -61641 -76827 US TRUST LT BOX E-SEE ATTACHED 2020-12-31 779496 768114 -6255 11382 US TRUST ST BOX C-SEE ATTACHED 2020-12-31 400833 401083 -250 -250 US TRUST LT BOX F-SEE ATTACHED 2020-12-31 350770 350402 368 368 AMERITRADE ST BOX A-SEE ATTACHED 2020-12-31 524236 435745 88491 88491 AMERITRADE LT BOX D-SEE ATTACHED 2020-12-31 18849128 17220479 1628649 1628649 CAPITAL GAIN DIVIDENDS P 46125 CAPITAL GAIN DIVIDENDS P 46125 CAPITAL GAIN DIVIDENDS P 46125 CAPITAL GAIN DIVIDENDS P 46125 CAPITAL GAIN DIVIDENDS P 46125 CAPITAL GAIN DIVIDENDS P 46125 CAPITAL GAIN DIVIDENDS P 46125 CAPITAL GAIN DIVIDENDS P 46125 1768217 34627 34627 34627 80069 0 80069 45442 45442 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 1.5 15000 0 0 HENRY B MAYES JR 17500 NORTH LAKE HILLS DR JONESTOWN TX 78645 TRUSTEE 1.0 15000 0 0 KATHLEEN M MAYES 17500 NORTH LAKE HILLS DR JONESTOWN TX 78645 TRUSTEE 1.0 15000 0 0 ELINE BURATTI 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 1.0 15000 0 0 BARRETT RIESS 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 1.0 15000 0 0 US TRUST PO BOX 830269 DALLAS TX 75283 PROFESSIONAL SERVICE 132220 AMG WEALTH ADVISORS 2700 VIA FORTUNA SUITE 100 AUSTIN TX 78746 PROFESSIONAL SERVICE 76344 ALL CHARITABLE ACTIVITIES OF FOUNDATION RELATE TO GRANT MAKING. 36379839 1650722 6594062 44624623 0 44624623 669369 43955254 2197763 2197763 34627 34627 2163136 2163136 2163136 2145394 0 0 0 0 2145394 0 2145394 2163136 1016506 2018 2017 2016 0 0 2145394 1016506 1128888 0 0 0 0 1034248 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 AUSTIN EDUCATION FUND 4000 IH 35 FRONTAGE ROAD AUSTIN TX 78704 NONE PC EMERGENCY GRANT FOR BASIC NEEDS TO AISD FAMILIES AFFECTED BY COVID 19 10000 AGE OF CENTRAL TEXAS 3710 CEDAR ST AUSTIN TX 78705 NONE PC MEDICAL EQUIPMENT FOR DISABLED SENIORS 25000 AUSTIN SMILES 9415 BURNET RD 207 AUSTIN TX 78758 NONE PC WRAP AROUND SERVICES TO CHILDREN BORN WITH CLEFT PALATES INCLUDING CAMP ACTIVITIES 50000 ASSISTANCE LEAGUE OF EL PASO OPERATION SCHOOL BELL 2728 YANDELL DR EL PASO TX 79903 NONE PC NEW CLOTHING FOR SCHOOL CHILDREN GRADES 1-5 50000 AMERICAN YOUTH WORKS 1901 E BEN WHITE BLVD AUSTIN TX 78741 NONE PC SUPPORT YOUTH BUILD AUSTIN AND TEXAS CONSERVATION CORPS 25000 AUSTIN THEATRE ALLIANCE 713 CONGRESS AVE AUSTIN TX 78701 NONE PC FOUR PROGRAMS FOR STUDENTS AT TITLE 1 SCHOOLS 25000 BOOKSPRING 2006 GREENBROOK PKWY AUSTIN TX 78723 NONE PC DISTRIBUTE HIGH QUALITY AGE APPROPRIATE BOOKS TO LOW INCOME CHILDREN AGE 1-12 10000 BOYS AND GIRLS CLUBS OF AUSTIN 6648 ED BLUESTEIN BLVD AUSTIN TX 78723 NONE PC CLUB TO GO INITIATIVE FOR STUDENTS DEALING WITH COVID 19 CHALLENGES 20000 CANDLELIGHT RANCH 6408 MULESHOE BEND TRAIL MARBLE FALLS TX 78654 NONE PC CONTINUE TO SUPPORT RANCH ACTIVITIES FOR 2020 40000 CARITAS OF AUSTIN 611 NECHES ST AUSTIN TX 78701 NONE PC SUPPORT HOUSING AND CASE MANAGEMENT FOR AUSTIN'S HOMELESS YOUTH 30000 CENTER FOR CHILD PROTECTION 8509 FM 969 2 AUSTIN TX 78724 NONE PC GENERAL OPERATIONS DUE TO INCREASE IN COVID 19 EXPENSES 20000 COMMUNITIES IN SCHOOLS 3000 S IH 35 FRONTAGE RD SUITE 200 AUSTIN TX 78704 NONE PC BASIC NEED ASSISTANCE TO STUDENTS AND FAMILIES IMPACTED BY COVID 19 25000 FAMILY ELDERCARE 1700 RUTHERFORD LN AUSTIN TX 78754 NONE PC CONTINUE TO SUPPORT GUARDIANSHIP PROGRAM 30000 FOUNDATION AT SHIELD RANCH 9433 BEE AVE RD AUSTIN TX 78733 NONE PC CONSTRUCT OPEN AIR FACILITY FOR USE DURING SUMMER CAMPS AND OTHER PROGRAMS 30000 HALF HELEN FOUNDATION 1023 SPRINGDALE RD AUSTIN TX 78721 NONE PC PARTIAL FUNDING TO PURCHASE A MOBILE OPTOMETRY CLINIC TO SCREEN 18,000 CHILDREN 50000 HAND TO HOLD 13740 RESEARCH BLVD STE L5 AUSTIN TX 78750 NONE PC FUND EXPANSION OF NICU FAMILY COUNSELING SERVICE AND PROGRAM MANAGER POSITION 50000 HEALING WITH HORSES RANCH 10014 FM973 MANOR TX 78653 NONE PC SUPPORT THE STARS, STRIPES AND STIRRUPS PROGRAM FOR VETERANS 30000 THE JUNIOR LEAGUE OF AUSTIN 5330 BLUFFSTONE LN AUSTIN TX 78759 NONE PC SUPPORT FOOD IN TUMMIES PROGRAM FOR DEL VALLE ELEMENTARY SCHOOL CHILDREN IMPACTED BY COVID 19 30000 MARK KILROY FOUNDATION 13304 HWY 6 SANTA FE TX 77510 NONE PC AWARD ANTI-DRUG SCHOLARSHIPS TO DISADVANTAGED HIGH SCHOOL SENIORS 50000 MIRACLE FARM 10802 FM2621 BRENHAM TX 77833 NONE PC SUPPORT TRAUMA BASED COUNSELING FOR YOUNG MEN AGES 13-18 30000 MOBILE LOAVES & FISHES 9301 HOG EYE RD 950 AUSTIN TX 78724 NONE PC MEET INCREASED NEED OF RESIDENTS DURING COVID 19 50000 OPEN MY WORLD THERAPEUTIC 5300 COUNTY RD 279 LEANDER TX 78641 NONE PC FINISH ENHANCING CURRENT PROPERTY RELATED TO RECENT MOVE 40000 PASO DEL NORTE COMMUNITY 221 N KANSAS ST 1900 EL PASO TX 79901 NONE PC PROVIDE COLLEGE SCHOLARSHIPS TO DISADVANTAGED YOUTH IN EL PASO 50000 THE RISE SCHOOL OF AUSTIN 4800 MANOR RD BLDG J AUSTIN TX 78723 NONE PC SUPPORT SPEECH THERAPY PROGRAM FOR CHILDREN WITH DISABILITIES 15000 THE SAFE ALLIANCE PO BOX 19454 AUSTIN TX 78760 NONE PC SUPPORT STAFF COSTS IN CHARTER SCHOOL 35000 THE SETTLEMENT HOME FOR CHILDREN 1600 PAYTON GIN RD AUSTIN TX 78758 NONE PC PROVIDE BASIC NEEDS FOR YOUNG GIRLS IN RESIDENTIAL PROGRAMS 50000 URBAN ROOTS 4900 GONZALEZ STREET AUSTIN TX 78702 NONE PC SUPPORT DISADVANTAGED YOUTH IN THE FARM INTERNSHIP PROGRAM 20000 WONDERS & WORRIES 9101 BURNET RD SUITE 205 AUSTIN TX 78758 NONE PC HELP LAUNCH SERVICES IN HOUSTON AREA FOR CHILDREN & TEENS AFFECTED BY PARENTS ILLNESS 50000 YOUTH AND FAMILY ALLIANCE 3700 SOUTH 1ST ST AUSTIN TX 78704 NONE PC SUPPORT STREET OUTREACH PROGRAM BENEFITING HOMELESS YOUTH 30000 SALVATION ARMY AUSTIN AREA 501 E 8TH ST AUSTIN TX 78701 NONE PC EMERGENCY SHELTER & SUPPORT SERVICES FOR WOMEN AND CHILDREN 50000 DELL CHILDREN'S MEDICAL CENTER 4900 MUELLER BLVD AUSTIN TX 78723 NONE PC CAPITAL CAMPAIGN TO BUILD CENTER OF EXCELLENCE IN HEART, NEUROSCIENCE AND HEMATOLOGY/ONCOLOGY CARE 50000 CENTER FOR WOMEN & THEIR WORK 1311 E CESAR CHAVEZ ST AUSTIN TX 78702 NONE PC ART ON THE GO TO SERVE DISABLED YOUNG ADULTS IN SCHOOLS 25000 HELPING HAND HOME FOR CHILDREN 3804 AVENUE B AUSTIN TX 78751 NONE PC SUPPORT CAPITAL CAMPAIGN 100000 WEST TEXAS REHABILITATION CENTER 700 W 45TH ST AUSTIN TX 78751 NONE PC PURCHASE BERTEC CDP/IVR EQUIPMENT FOR SAN ANTONIO LOCATION 150000 ROCK RIDE ON CENTER FOR KIDS 2050 ROCKRIDE LN GEORGETOWN TX 78626 NONE PC CAPITAL CAMPAIGN TO PURCHASE TWO ACRES OF LAND TO EXPAND PROGRAMS 100000 MARBRIDGE FOUNDATION 2310 BLISS SPILLAR RD MANCHACA TX 78652 NONE PC ASSIST WITH COST OF DEMOLITION OF WINTER'S DORM AND RELOCATE UNDERGROUND UTILITIES 100000 ANY BABY CAN 6207 SHERIDAN AVE AUSTIN TX 78723 NONE PC SUPPORT EARLY CHILDHOOD INTERVENTION PROGRAM 50000 AUSTIN TRAVIS COUNTY MHMR CENTER 56 EAST AVE AUSTIN TX 78701 NONE PC REMODEL EXISTING SPACE TO INCLUDE DROP IN OFFICE CUBICLES FOR STAFF AND FURNITURE NEEDS 25000 BREAKTHROUGH CENTRAL TEXAS 1050 E 11TH ST AUSTIN TX 78702 NONE PC SUPPORT 6TH GRADE ENTRY OF LOW INCOME STUDENT, SALARY SUPPORT FOR ADVISORS, MATERIALS AND STUDENT MEALS 50000 CAPITAL IDEA 835 N PLEASANT VALLEY RD 3RD FLOOR AUSTIN TX 78702 NONE PC SUPPORT TEN LOW INCOME YOUTH AGES 18-20 TO BUILD CAREER SKILLS, TUITION FEES, BOOKS, EMERGENCY ASSISTANCE 10000 CASA OF TRAVIS COUNTY 7600 CHEVY CHASE DR 200 AUSTIN TX 78752 NONE PC SALARY FOR ONE ADVOCACY SPECIALIST 25000 FOSTER ANGELS OF CENTRAL TEXAS 101 WESTLAKE DR STE 210 AUSTIN TX 78746 NONE PC SUPPORT YOUNG ADULTS AGING OUT OF FOSTER CARE SYSTEM. PROVIDE PERSONAL ITEMS SUCH AS SHELTER AND FOOD 50000 HOSPICE AUSTIN 4107 SPICEWOOD SPRINGS RD AUSTIN TX 78759 NONE PC PROVIDE PEDIATRIC HOSPICE SERVICES FOR CHILDREN AND HELP COVER COST OF PATIENT CARE AND OPERATING COSTS 50000 MEALS ON WHEELS CENTRAL TEXAS 3227 E 5TH ST AUSTIN TX 78702 NONE PC PROGRAM COSTS TO SUPPORT MEAL DELIVERY AND SOCIAL SERVICES TO UNDERSERVED ELDERLY 25000 PEOPLE'S COMMUNITY CLINIC 1101 CAMINO LA COSTA AUSTIN TX 78752 NONE PC SUPPORT OPERATIONAL EXPENSES WITHIN THE PEDIATRIC DEPARTMENT 25000 THE REFUGE FOR DMST PO BOX 90804 AUSTIN TX 78709 NONE PC ASSIST WITH COST TO CONSTRUCT AN OUTDOOR VENUE TO BE USED FOR THERAPY SPACE FOR SURVIVORS 25000 MAINSPRING SCHOOLS 1100 W LIVE OAK ST AUSTIN TX 78704 NONE PC RENNOVATE TWO CLASSROOMS FOR CHILDREN WITH SENSORY AND BEHAVIORAL CHALLENGES 25000 DOWN HOME RANCH 20250 FM619 ELGIN TX 78621 NONE PC REPAIR ROOFS ON THE MARTHA & TERESA HOUSES 75000 RIDE ON CENTER FOR KIDS 2050 ROCKRIDGE LN GEORGETOWN TX 78626 NONE PC EMERGENCY FUND ALLOCATION 10000 CENTRAL TEXAS FOOD BANK 6500 METROPOLIS DR AUSTIN TX 78744 NONE PC EMERGENCY ASSISTANCE 25000 2015000 14 135497 14 883185 18 1768217 2786899 2786899 false false false false false false false false false false TAX AND RELATED ACCOUNTING FEE 25002 25002 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 11/15/2021. AFTER TAX RETURN IS COMPLETED, WE WILL PROVIDE ATTORNEY GENERAL WITH REQUIRED INFORMATION. US TRUST SEE ATTACHED SCH 5088456 5305397 US TRUST SEE DETAIL 13076568 17687122 AMG/AMERITRAD SEE DETAIL 22628206 23476894 1129870 1160223 US TRUST SEE ATTACHED SCH 509405 632982 PRIOR YEAR TAX OVERPAYMENT 27273 80069 80069 TAX REFUND DUE FROM ESTATE 10000 10148 10148 ESTIMATED TAX PAID 60000 0 0 INSURANCE E&O 1930 965 965 BANK FEES 1296 1296 INVESTMENT FEES 6278 6278 PREVIOUSLY TAXED INCOME RECEIVED IN 2020 33107 ADVISOR FEES 208564 208564 GRANT MAKING FEES 91929 91929 FOREIGN TAX PAID 8974 8974 INCOME TAX PAID 7204 7204