THE PINE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE PINE FOUNDATION (EIN 74-2387801)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349101798
- Schema version
- 2012v2.1
- 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
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T22:02:57-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE A FLIELLER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742387801 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PINE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PINE | NameControl |
| Phone | 5123281184 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE ROAD NO C-100 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78746 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIGID ANNE COCKRUM | Name |
| Title | PRESIDENT | Title |
| Phone | 5123281184 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE A FLIELLER | Name |
| PTIN | P01457483 | PTIN |
| Phone | 5123271687 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4025576 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3913227 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 12407 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12407 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 112947 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3845573 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3067295 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3731 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3731 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 4042312 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3083433 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1900 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1592 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1592 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1704 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 188 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5196 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1780 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1900 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 668188 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 668188 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 673384 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1780 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 670088 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3368928 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3081653 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 23623 | CashBOY |
| Cash EOY | 3358734 | CashEOY |
| Cash EOYFMV | 3358734 | CashEOYFMV |
| Accounts Receivable | 3732 | AccountsReceivable |
| Accounts Receivable EOY | 3732 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 3732 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 2880 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 2363 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2363 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 111218 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 141820 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 660747 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 137721 | TotalAssetsBOY |
| Total Assets EOY | 3506649 | TotalAssetsEOY |
| Total Assets EOYFMV | 4025576 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 137721 | RetainedEarningsBOY |
| Retained Earnings EOY | 3506649 | RetainedEarningsEOY |
| Total Net Assets BOY | 137721 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3506649 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 137721 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3506649 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 137721 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3368928 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3506649 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3506649 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 400 APPLE COMPUTER | P | 2000-12-07 | 2012-07-09 | 237129 | 2975 | 234154 | 234154 |
| 6744 ALTRIA GROUP | D | 2000-01-25 | 2012-12-27 | 211664 | 34057 | 177607 | 177607 |
| 56309 PERMIAN BASIN ROYALTY TR | D | 2000-01-25 | 2012-12-27 | 700182 | 57717 | 642465 | 642465 |
| 6744 PHILIP MORRIS | D | 2000-01-25 | 2012-12-27 | 561690 | 77623 | 484067 | 484067 |
| 2248 WHOLE FOODS | D | 2000-01-25 | 2012-12-27 | 203293 | 24526 | 178767 | 178767 |
| 30,000 SABINE ROYALTY TR | D | 2000-01-25 | 2012-12-27 | 1181519 | 47199 | 1134320 | 1134320 |
| 22,916 SAN JUAN BASIN ROYALTY TR | D | 2000-01-25 | 2012-12-27 | 292908 | 61243 | 231665 | 231665 |
| 11,170 SABINE ROYALTY TR | D | 2000-01-25 | 2012-12-27 | 457188 | 472938 | -15750 | -15750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3067295 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 167659 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 769959 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.217751 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 66775 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 705667 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.094627 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 148116 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 627840 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.235914 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 87632 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 757633 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.115666 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 240426 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 907033 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.265069 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.929027 | TotalDistributionRatio |
| Average Distribution Ratio | 0.185805 | AverageDistributionRatio |
| Net Noncharitable Assets | 908595 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 168821 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 30817 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 199638 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 670088 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 30817 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 30817 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 30817 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2363 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 40000 | TaxPaidWithExtension |
| Total Credits And Payments | 42363 | TotalCreditsAndPayments |
| Overpayment | 11546 | Overpayment |
| Amount Credited To Next Year | 11546 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JANE A FLIELLER CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5123271687 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BRIGID ANNE COCKRUM | ||||||||
| 3939 BEE CAVE ROAD C-100 | AUSTIN | TX | 78746 | PRES/TREAS/DIR | 1.00 | 0 | 0 | 0 |
| WENDY ALBRECHT | ||||||||
| 3939 BEE CAVE ROAD C-100 | AUSTIN | TX | 78746 | VICE PRES/SEC/DIR | 0.50 | 0 | 0 | 0 |
| JOE W BRATCHER III | ||||||||
| 3939 BEE CAVE ROAD C-100 | AUSTIN | TX | 78746 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 740132 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 176204 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 6095 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 922431 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 922431 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13836 | CashDeemedCharitable |
| Net Noncharitable Assets | 908595 | NetNoncharitableAssets |
| Minimum Investment Return | 45430 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 45430 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 30817 | TaxBasedOnInvestmentIncome |
| Total Tax | 30817 | TotalTax |
| Distributable Amount Before Adj | 14613 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 14613 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 14613 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 670088 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 670088 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 30817 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 639271 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 14613 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 196722 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 52896 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 117032 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 31659 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 132193 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 530502 | TotalExcessDistriCarryover |
| Qualifying Distributions | 670088 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14613 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 655475 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1185977 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 196722 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 989255 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 52896 | ExcessFromYear4 |
| Excess From Year3 | 117032 | ExcessFromYear3 |
| Excess From Year2 | 31659 | ExcessFromYear2 |
| Excess From Year1 | 132193 | ExcessFromYear1 |
| Excess From Current Year | 655475 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIGID ANNE COCKRUM | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | BRIGID ANNE COCKRUM CO PERSONAL ADM | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE ROAD BLDG C-100 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78746 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5123281184 | RecipientPhoneNumber |
| Form And Info And Materials | INFO SHOWING EVIDENCE OF PUBLIC CHARITY OR PRIVATE OPERATG FOUNDATION STATUS | FormAndInfoAndMaterials |
| Submission Deadlines | SEPTEMBER 30TH OF EACH CALENDAR YEAR | SubmissionDeadlines |
| Restrictions On Awards | CHARITABLE FIELDS INCLUDING HEALTH, EDUCATION, CHILDREN, & HUMAN SERVICES IN THE CENTRAL TEXAS AREA | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| EXPLORE AUSTIN | |||||||
| PO BOX 50470 | AUSTIN | TX | 78763 | NONE | PUBLIC | PUBLIC SERVICE | $75,000 |
| ST ANDREW'S EPISCOPAL SCHOOL | |||||||
| 1112 WEST 31ST STREET | AUSTIN | TX | 78705 | NONE | PUBLIC | PUBLIC SERVICE | $543,188 |
| TEXAS BOOK FESTIVAL | |||||||
| 610 BRAZOS ST | AUSTIN | TX | 78701 | NONE | PUBLIC | PUBLIC SERVICE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 668188 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,407 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $3,731 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $112,947 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $129,085 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 129085 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | JOE W BRATCHER JR | 3939 BEE CAVE ROAD NO C-100 | AUSTIN | TX | 78746 | 3763227 | X | |
| 2 | JOE W BRATCHER JR | 3939 BEE CAVE ROAD NO C-100 | AUSTIN | TX | 78746 | 150000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 2248 WHOLE FOODS,22916 SAN JUAN,41962 SABINE ROYALTY, 6744 PHILIP MORRIS,56309 PERMIAN,6744 ALTRIA | NoncashPropertyDescription |
| Fair Market Value | 3763227 | FairMarketValue |
| Date Received | 2012-12-20 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,900 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1900 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 386 APPLE | 2871 | 205419 |
| 610 AUTOMATIC DATA PROCESSING | 7650 | 34727 |
| 600 COCA COLA | 9650 | 21750 |
| 600 EMERSON ELEC | 5504 | 31776 |
| 400 ILLINOIS TOOL WKS | 1877 | 24324 |
| 490 JOHNSON & JOHNSON | 2789 | 34349 |
| 500 PROCTER & GAMBLE | 8886 | 33945 |
| 1070 DONALDSON | 2704 | 35139 |
| 475 DOVER | 3462 | 31212 |
| 215 GRAINGER WW | 2779 | 43510 |
| 875 MOLEX | 21485 | 23914 |
| 425 SIGMA ALDRICH | 4611 | 31272 |
| 600 NORDSON | 6990 | 37872 |
| 375 CANON | 4675 | 14704 |
| 400 NOVARTIS | 22310 | 25320 |
| 792 SABINE ROYALTY TR | 33577 | 31514 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTIES | Description |
| Revenue And Expenses Per Books | 3731 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3731 | NetInvestmentIncome |
| Adjusted Net Income | 3731 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $1,592 | Amount |
| Net Investment Income | 1592 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JOE W BRATCHER JR | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE ROAD C-100 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78746 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX | $1,516 | 0 | 0 |
| FOREIGN TAX | $188 | 188 | 0 |
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