LINK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LINK FOUNDATION (EIN 74-2387802)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201801359349100400
- Schema version
- 2017v2.2
- 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 Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T23:34:12-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $4,644,198 | 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 | $100,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,364 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $427,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,521 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $222,885 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $222,885 | 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 | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,298 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,298 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $783 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $633,177 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $633,177 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $647,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $635,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$424,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,804 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,774 | CashBOYAmt |
| Cash EOY | $68,180 | CashEOYAmt |
| Cash EOYFMV | $68,180 | CashEOYFMVAmt |
| Acct Rcvbl | $57 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $57 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $57 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $10,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,222 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,222 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $398,030 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $197,952 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $199,594 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,454,256 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,433,199 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,368,145 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,919,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,707,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,644,198 | 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 | $2,919,075 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,707,610 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,919,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,707,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,919,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,707,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,919,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$424,551 | ExcessRevenueOverExpensesAmt |
| Other Increases | $213,086 | OtherIncreasesAmt |
| Subtotal | $2,707,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,707,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 545 GRAINGER WW | P | 1987-06-05 | 2017-06-22 | $94,425 | $47,519 | $46,906 | $46,906 |
| 1600 MICROSOFT | P | 1999-12-02 | 2017-11-22 | $133,455 | $57,816 | $75,639 | $75,639 |
| 200000 US TREAS NT | P | 2014-12-19 | 2017-09-15 | $200,000 | $200,078 | -$78 | -$78 |
| PROCEEDS AIG SECURITIES LITIGATION | P | 2014-12-19 | 2017-04-20 | $54 | $54 | $54 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,521 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $388,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,432,293 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087539 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $415,742 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,595,848 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090460 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $284,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,528,536 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062912 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $429,259 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,369,852 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098232 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $617,905 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,576,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.392055 | DistributionYr5Rt |
| Total Distribution | 0.731198 | TotalDistributionRt |
| Average Distribution | 0.146240 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,600,423 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $672,766 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,128 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $674,894 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $635,577 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,256 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,256 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,222 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,222 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,966 | OverpaymentAmt |
| Applied To ES Tax | $3,966 | 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 |
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 | $4,562,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,742 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,280 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,670,480 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,670,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,600,423 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,256 | TotalTaxAmt |
| Distributable Before Adj | $225,765 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $225,765 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $225,765 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $635,577 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $635,577 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $635,577 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,765 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $588,064 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $213,205 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,588 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $195,639 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $168,163 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,225,659 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $635,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,765 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $409,812 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,635,471 | 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 | $588,064 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,047,407 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $213,205 | ExcessFromYear4Amt |
| Excess From Year3 | $60,588 | ExcessFromYear3Amt |
| Excess From Year2 | $195,639 | ExcessFromYear2Amt |
| Excess From Year1 | $168,163 | ExcessFromYear1Amt |
| Excess From Current Year | $409,812 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PEERS | |||||||||||
| 2144-B BUENA VISTA AVE | ALAMEDA | CA | 94501 | NONE | PUBLIC | PUBLIC SERVICE | $20,000 | ||||
| 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 | $40,000 | ||||
| AUSTIN CHILD GUIDANCE CENTER | |||||||||||
| 810 W 45TH | AUSTIN | TX | 78751 | NONE | PUBLIC | PUBLIC SERVICE | $10,000 | ||||
| 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 | $20,000 | ||||
| CENTER FOR SURVIVORS OF TORTURE | |||||||||||
| 5124 BURNET ROAD | AUSTIN | TX | 78756 | NONE | PUBLIC | PUBLIC SERVICE | $30,000 | ||||
| CENTER FOR VICTIMS OF TORTURE | |||||||||||
| 649 DAYTON AVENUE | ST PAUL | MN | 55104 | NONE | PUBLIC | PUBLIC SERVICE | $35,000 | ||||
| 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 | $15,000 | ||||
| HUMAN RIGHTS WATCH | |||||||||||
| 485 5TH PUBLIC AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | PUBLIC SERVICE | $20,000 | ||||
| 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 | $30,000 | ||||
| MARCH OF DIMES | |||||||||||
| 300 WESTLAYAN SUITE 100 | HOUSTON | TX | 77027 | NONE | PUBLIC | PUBLIC SERVICE | $15,000 | ||||
| METROPOLITAN OPERA | |||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | PUBLIC SERVICE | $225,677 | ||||
| RONALD MCDONALD HOUSE | |||||||||||
| 403 E 15TH ST | AUSTIN | TX | 78701 | NONE | PUBLIC | PUBLIC SERVICE | $15,000 | ||||
| SAFE | |||||||||||
| BOX 19454 | AUSTIN | TX | 78760 | NONE | PUBLIC | PUBLIC SERVICE | $15,000 | ||||
| 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 | $633,177 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,364 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $122,521 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $222,885 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $222,885 | 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 | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1970 AUTOMATIC DATA PROCESSING | $75,723 | $230,864 |
| 3745 COCA COLA | $119,361 | $171,821 |
| 1385 ECOLAB | $87,690 | $185,839 |
| 2195 EMERSON ELEC | $83,840 | $152,970 |
| 1155 FEDEX CORP | $120,124 | $288,219 |
| 1095 ILLINOIS TOOL WKS | $106,494 | $182,701 |
| 6120 INTEL CORP | $132,959 | $282,499 |
| 1595 JOHNSON & JOHNSON | $86,636 | $222,853 |
| 2520 MICROSOFT | $67,419 | $215,561 |
| 1755 PEPSICO | $132,155 | $210,460 |
| 1820 PROCTER & GAMBLE | $99,647 | $167,222 |
| 1585 SCHLUMBERGER | $88,161 | $106,813 |
| 1495 UNITED PARCEL | $118,210 | $178,129 |
| 3695 DONALDSON | $94,563 | $180,870 |
| 1620 DOVER | $59,215 | $163,604 |
| 4632 NATIONAL INSTRUMENTS | $121,365 | $192,830 |
| 1135 NORDSON | $63,392 | $166,164 |
| 1920 NOVARTIS | $126,312 | $161,203 |
| 1175 3M | $120,078 | $276,560 |
| 2620 PACCAR INC | $129,132 | $186,230 |
| 1485 CVS HEALTH CORP | $150,040 | $107,663 |
| 1500 HONEYWELL INTL | $153,814 | $230,040 |
| 500 BECTON DICKINSON | $96,869 | $107,030 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $197,952 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $199,594 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE FMV AND BOOK VALUE OF STOCK GIFTED TO MET OPERA | Desc |
| Amt | $213,086 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $9,298 | Amt |
| Net Investment Income | $9,298 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,778 | $0 | $0 |
| FOREIGN TAX | $783 | $783 | $0 |
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