LINK FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LINK FOUNDATION (EIN 74-2387802)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349101720
- Schema version
- 2013v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T12:28:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE A FLIELLER CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3129 HONEY TREE LN | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78746 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINK | BusinessNameControlTxt |
| Phone | 5124725456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVE NO 2424 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE W BRATCHER III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5124725456 | PhoneNum |
| Signature | 2014-05-15 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,448,632 | 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 | $57,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,061 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $409,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,271 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,471 | 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 | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,185 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,921 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $264 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $577 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,064 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,195 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $466,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $429,259 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$385,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,973 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,969,199 | CashBOYAmt |
| Cash EOY | $818,404 | CashEOYAmt |
| Cash EOYFMV | $818,404 | CashEOYFMVAmt |
| Acct Rcvbl | $8 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,052 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,219 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,738 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,738 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $122,231 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $60,230 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $61,704 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $643,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,455,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,550,778 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,737,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,351,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,448,632 | 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 | $3,737,947 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,351,970 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,737,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,351,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,737,947 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,351,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,737,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$385,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,351,970 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,351,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3070 CANON | P | 2013-01-08 | 2013-11-04 | $96,411 | $67,633 | $28,778 | $28,778 |
| 2670 MOLEX | P | 2013-08-20 | 2013-11-04 | $102,827 | $112,398 | -$9,571 | -$9,571 |
| 1330 SABINE | D | 2000-01-25 | 2013-01-09 | $59,206 | $2,092 | $57,114 | $57,114 |
| 60000 US TREASURY | P | 2010-04-27 | 2013-10-31 | $60,000 | $62,002 | -$2,002 | -$2,002 |
| 1000 CANON | P | 2008-09-17 | 2013-11-04 | $31,406 | $50,343 | -$18,937 | -$18,937 |
| 1536 MOLEX | P | 2006-03-29 | 2013-11-04 | $59,155 | $37,266 | $21,889 | $21,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,271 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $617,905 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,576,069 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.392055 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $377,601 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,312,334 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.287732 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $381,581 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,320,650 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.288934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $395,004 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,406,631 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.280816 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $480,187 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,903,089 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.252320 | DistributionYr5Rt |
| Total Distribution | 1.501857 | TotalDistributionRt |
| Average Distribution | 0.300371 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,369,852 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,312,577 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,220 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,313,797 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $429,259 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,439 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,439 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,738 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,738 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,299 | OverpaymentAmt |
| Applied To ES Tax | $15,299 | 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 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78746 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $2,712,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,706,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,746 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,436,398 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,436,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,369,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,439 | TotalTaxAmt |
| Distributable Before Adj | $216,054 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,054 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,054 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $429,259 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $429,259 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $429,259 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,054 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $388,419 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $327,198 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $319,918 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $312,546 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $588,064 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,936,145 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $429,259 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,054 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,205 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,149,350 | 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 | $388,419 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,760,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $327,198 | ExcessFromYear4Amt |
| Excess From Year3 | $319,918 | ExcessFromYear3Amt |
| Excess From Year2 | $312,546 | ExcessFromYear2Amt |
| Excess From Year1 | $588,064 | ExcessFromYear1Amt |
| Excess From Current Year | $213,205 | 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 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||||||
| 2218 PERSHING | AUSTIN | TX | 78723 | NONE | PUBLIC | PUBLIC SERVICE | $12,500 | ||||
| AMNESTY INTERNATIONAL | |||||||||||
| 322 EIGHTH AVE | NEW YORK | NY | 10117 | NONE | PUBLIC | PUBLIC SERVICE | $35,000 | ||||
| AUSTIN CHILD GUIDANCE CENTER | |||||||||||
| 810 W 45TH | AUSTIN | TX | 78751 | NONE | PUBLIC | PUBLIC SERVICE | $5,000 | ||||
| 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 VICTIMS OF TORTURE | |||||||||||
| 649 DAYTON AVENUE | ST PAUL | MN | 55104 | NONE | PUBLIC | PUBLIC SERVICE | $25,000 | ||||
| CLASSICAL GUITAR ALIVE | |||||||||||
| 111 ABC | AUSTIN | TX | 78746 | 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 | $15,000 | ||||
| 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 | $38,529 | ||||
| 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 | $66,666 | ||||
| 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 | $15,000 | ||||
| SAFE PLACE | |||||||||||
| 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 | $35,000 | ||||
| CENTER FOR SURVIVORS OF TORTURE | |||||||||||
| 5124 BURNET ROAD | AUSTIN | TX | 78756 | NONE | PUBLIC | PUBLIC SERVICE | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,195 | 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 | $57,200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,061 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,261 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,261 | 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 | $3,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1970 AUTOMATIC DATA PROCESSING | $86,679 | $159,174 |
| 3745 COCA COLA | $119,361 | $154,706 |
| 1385 ECOLAB | $87,689 | $144,414 |
| 2195 EMERSON ELEC | $83,840 | $154,045 |
| 1155 FEDEX CORP | $120,124 | $166,054 |
| 1870 ILLINOIS TOOL WKS | $108,542 | $157,230 |
| 6120 INTEL CORP | $132,959 | $158,845 |
| 1595 JOHNSON & JOHNSON | $86,636 | $146,086 |
| 1420 MICROSOFT | $125,235 | $154,129 |
| 1755 PEPSICO | $132,155 | $145,560 |
| 1820 PROCTER & GAMBLE | $99,647 | $148,166 |
| 1585 SCHLUMBERGER | $88,161 | $142,824 |
| 1495 UNITED PARCEL | $118,210 | $157,095 |
| 3695 DONALDSON | $94,563 | $160,585 |
| 1620 DOVER | $70,891 | $156,395 |
| 545 GRAINGER | $47,519 | $139,204 |
| 1,536 MOLEX | $0 | $0 |
| 4632 NATIONAL INSTRUMENTS | $121,365 | $148,317 |
| 1730 SIGMA ALDRICH | $119,991 | $162,637 |
| 2040 NORDSON | $73,936 | $151,572 |
| 1,000 CANON | $0 | $0 |
| 1920 NOVARTIS | $126,312 | $154,330 |
| 300 3M | $120,078 | $164,794 |
| 1330 SABINE ROYALTY TR | $0 | $0 |
| 2620 PACCAR INC | $129,132 | $155,025 |
| 5995 AGGREKO PLC | $162,565 | $169,591 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $60,230 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $61,704 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $11,921 | $11,921 | $0 |
| LEGAL FEES | $264 | $0 | $264 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $24,481 | $0 | $0 |
| FOREIGN TAX | $577 | $577 | $0 |
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