LINK FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LINK FOUNDATION (EIN 74-2387802)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349103927
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T21:42:06-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 401 CONGRESS AVE NO 2424 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE W BRATCHER III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5124800269 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.193.68.144 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 11:47:52 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D72C0ABDBA936E768C4BB903A0D6762E86AD1F27 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D72C0ABDBA936E768C4BB903A0D6762E86AD1F27 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,851,546 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $107,150 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $101,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,018 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $659,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,593 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $215,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,030 | 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 |
| Legal Fees Rev And Expnss | $600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $600 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,119 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $846 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775,285 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,285 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $792,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $778,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$576,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,065 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,180 | CashBOYAmt |
| Cash EOY | $296,145 | CashEOYAmt |
| Cash EOYFMV | $296,145 | CashEOYFMVAmt |
| Acct Rcvbl | $669 | AcctRcvblAmt |
| Acct Rcvbl BOY | $57 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $669 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $669 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $8,222 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $197,952 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,433,199 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,992,145 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,548,732 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,707,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,294,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,851,546 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,707,610 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,294,959 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,707,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,294,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,707,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,294,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,707,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$576,901 | ExcessRevenueOverExpensesAmt |
| Other Increases | $164,250 | OtherIncreasesAmt |
| Subtotal | $2,294,959 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,294,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 810 APERGY CORP | P | 1987-04-13 | 2018-09-13 | $34,249 | $12,222 | $22,027 | $22,027 |
| 1485 CVS | P | 2015-09-11 | 2018-09-13 | $114,334 | $150,041 | -$35,707 | -$35,707 |
| 200 DONALDSON | P | 2013-11-04 | 2018-09-13 | $11,468 | $8,004 | $3,464 | $3,464 |
| 150 GARRETT MOTION | P | 2015-12-22 | 2018-10-30 | $2,224 | $1,657 | $567 | $567 |
| 400 JOHNSON & JOHNSON | P | 2013-08-20 | 2018-09-13 | $55,925 | $36,533 | $19,392 | $19,392 |
| 150 NATIONAL INSTRS CORP | P | 2013-11-04 | 2018-09-13 | $7,281 | $4,809 | $2,472 | $2,472 |
| 220 PACCAR | P | 2013-11-04 | 2018-09-13 | $15,349 | $12,408 | $2,941 | $2,941 |
| 365 PEPSICO | P | 2013-11-04 | 2018-09-13 | $30,404 | $22,093 | $8,311 | $8,311 |
| 250 RESIDEO TECHNOLOGIES | P | 2015-12-22 | 2018-11-30 | $5,124 | $4,440 | $684 | $684 |
| 1085 SCHLUMBERGER | P | 2013-11-04 | 2018-09-13 | $66,044 | $83,538 | -$17,494 | -$17,494 |
| 2500 APERGY | D | 1986-09-19 | 2018-11-05 | $101,722 | $5,575 | $96,147 | $96,147 |
| 130 UNITED PARCEL SVC | P | 2013-08-20 | 2018-09-13 | $15,514 | $11,773 | $3,741 | $3,741 |
| 200000 UNITED STATES TREAS NT | P | 2014-12-22 | 2018-05-31 | $200,000 | $197,952 | $2,048 | $2,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,593 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $635,577 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,600,423 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.138156 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $388,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,432,293 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087539 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $415,742 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,595,848 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090460 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $284,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,528,536 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062912 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $429,259 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,369,852 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.098232 | DistributionYr5Rt |
| Total Distribution | 0.477299 | TotalDistributionRt |
| Average Distribution | 0.095460 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,315,858 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $411,992 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,001 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $413,993 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $778,285 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,001 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,001 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,001 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,999 | OverpaymentAmt |
| Applied To ES Tax | $3,999 | 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 | ||||||||
| 401 CONGRESS AVE SUITE 2424 | AUSTIN | TX | 78701 | PRES/TREAS | 1.00 | $0 | $0 | $0 |
| BRIGID ANNE COCKRUM | ||||||||
| 401 CONGRESS AVE SUITE 2424 | AUSTIN | TX | 78701 | SEC/V.P. | 1.00 | $0 | $0 | $0 |
| WENDY ALBRECHT | ||||||||
| 401 CONGRESS AVE SUITE 2424 | AUSTIN | TX | 78701 | 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 | $4,084,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $290,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,669 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,381,582 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,381,582 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,724 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,315,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,793 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,001 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,001 | TotalTaxAmt |
| Distributable Before Adj | $213,792 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $213,792 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $213,792 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $778,285 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $778,285 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,001 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $776,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $213,205 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,588 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $195,639 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $168,163 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $409,812 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,047,407 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $778,285 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $213,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $564,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,611,900 | 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 | $213,205 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,398,695 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,588 | ExcessFromYear4Amt |
| Excess From Year3 | $195,639 | ExcessFromYear3Amt |
| Excess From Year2 | $168,163 | ExcessFromYear2Amt |
| Excess From Year1 | $409,812 | ExcessFromYear1Amt |
| Excess From Current Year | $564,493 | 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 | 401 CONGRESS AVE SUITE 2424 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $50,000 | ||||
| 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 | $12,500 | ||||
| CAPITAL FOOD BANK | |||||||||||
| BOX 18311 | AUSTIN | TX | 78760 | NONE | PUBLIC | PUBLIC SERVICE | $25,000 | ||||
| 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 | $50,000 | ||||
| CLASSICAL GUITAR ALIVE | |||||||||||
| PO BOX 4975 | AUSTIN | TX | 78765 | NONE | PUBLIC | PUBLIC SERVICE | $30,000 | ||||
| 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 | ||||
| INTERNATIONAL RED CROSS | |||||||||||
| NONE | PUBLIC | PUBLIC SERVICE | $35,000 | 17 PUBLIC AVE DELATIZX CH-1211 | GENEVA | SZ | TZERLAND | ||||
| KMFA | |||||||||||
| 3001 N LAMAR SUITE 100 | AUSTIN | TX | 78705 | NONE | PUBLIC | PUBLIC SERVICE | $287,785 | ||||
| MARCH OF DIMES | |||||||||||
| 300 WESTLAYAN SUITE 100 | HOUSTON | TX | 77027 | NONE | PUBLIC | PUBLIC SERVICE | $20,000 | ||||
| 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 | $775,285 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,018 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,455 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOE W BRATCHER III | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVE NO 2424 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $107,150 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2500 SH APERGY CORP | NoncashPropertyDesc |
| Fair Market Value | $107,150 | FairMarketValueAmt |
| Received | 2018-10-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1970 AUTOMATIC DATA PROCESSING | $75,723 | $258,306 |
| 3745 COCA COLA | $119,361 | $177,326 |
| 1385 ECOLAB | $87,690 | $204,080 |
| 2195 EMERSON ELEC | $83,840 | $131,151 |
| 605 FEDEX CORP | $66,411 | $97,605 |
| 1095 ILLINOIS TOOL WKS | $106,494 | $138,726 |
| 6120 INTEL CORP | $132,959 | $287,212 |
| 1195 JOHNSON & JOHNSON | $50,103 | $154,215 |
| 2520 MICROSOFT | $67,419 | $255,956 |
| 1490 PEPSICO | $110,062 | $164,615 |
| 1820 PROCTER & GAMBLE | $99,647 | $167,294 |
| 500 SCHLUMBERGER | $4,623 | $18,040 |
| 1365 UNITED PARCEL | $106,437 | $133,128 |
| 3495 DONALDSON | $86,558 | $151,648 |
| 1620 DOVER | $46,993 | $114,939 |
| 4482 NATIONAL INSTRUMENTS | $116,556 | $203,393 |
| 1135 NORDSON | $63,392 | $135,462 |
| 1920 NOVARTIS | $126,312 | $164,755 |
| 750 3M | $80,256 | $142,905 |
| 2400 PACCAR INC | $116,724 | $137,136 |
| 1500 HONEYWELL INTL | $147,716 | $198,180 |
| 500 BECTON DICKINSON | $96,869 | $112,660 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $600 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE FMV AND BOOK VALUE OF STOCK GIFTED TO KMFA | Desc |
| Amt | $164,250 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $9,119 | Amt |
| Net Investment Income | $9,119 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $4,256 | $0 | $0 |
| FOREIGN TAX | $846 | $846 | $0 |
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