LINK FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LINK FOUNDATION (EIN 74-2387802)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349102054
- 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
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T21:37:09-06:00 | 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 | 742387802 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LINK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LINK | NameControl |
| Phone | 5124725456 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOE W BRATCHER III | Name |
| Title | PRESIDENT | Title |
| Phone | 5124725456 | 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 | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4186539 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3083256 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 32606 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32606 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -156130 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3510045 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2404447 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 14715 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 14715 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2974449 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2451770 | 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 | 2200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2200 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3960 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3322 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 638 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 642 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 361 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6802 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3683 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2838 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 639548 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 639548 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 646350 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3683 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 642386 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2328099 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2448087 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 111727 | CashBOY |
| Cash EOY | 2969199 | CashEOY |
| Cash EOYFMV | 2969199 | CashEOYFMV |
| Accounts Receivable | 1052 | AccountsReceivable |
| Accounts Receivable BOY | 8 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1052 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1052 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 2500 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 2219 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2219 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 232161 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 122231 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 124254 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1063452 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 643246 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1089815 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1409848 | TotalAssetsBOY |
| Total Assets EOY | 3737947 | TotalAssetsEOY |
| Total Assets EOYFMV | 4186539 | 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 | 1409848 | RetainedEarningsBOY |
| Retained Earnings EOY | 3737947 | RetainedEarningsEOY |
| Total Net Assets BOY | 1409848 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3737947 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1409848 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3737947 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1409848 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2328099 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3737947 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3737947 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 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 |
|---|---|---|---|---|---|---|---|
| 200000 US TREAS NT | P | 2012-06-07 | 2012-12-21 | 202176 | 202781 | -605 | -605 |
| 5256 ALTRIA GROUP | D | 2000-01-25 | 2012-12-21 | 166008 | 26543 | 139465 | 139465 |
| 24900 PERMIAN BASIN ROYALTY TR | D | 2000-01-25 | 2012-12-21 | 309764 | 25523 | 284241 | 284241 |
| 18991 PERMIAN BASIN ROYALTY TR | D | 2000-01-25 | 2012-12-27 | 236143 | 19466 | 216677 | 216677 |
| 5256 PHILIP MORRIS | D | 2000-01-25 | 2012-12-21 | 443897 | 60497 | 383400 | 383400 |
| 1752 WHOLE FOODS | D | 2000-01-25 | 2012-12-21 | 158598 | 19114 | 139484 | 139484 |
| 29709 SABINE ROYALTY TR | D | 2000-01-25 | 2012-12-21 | 1171223 | 46741 | 1124482 | 1124482 |
| 17863 SAN JUAN BASIN ROYALTY TR | D | 2000-01-25 | 2012-12-21 | 222513 | 47739 | 174774 | 174774 |
| 60000 US TREA NT | P | 2010-04-27 | 2012-06-01 | 66973 | 60178 | 6795 | 6795 |
| 50000 US TREAS NT | P | 2010-04-27 | 2012-06-01 | 59691 | 49798 | 9893 | 9893 |
| 840 WAL MART | P | 2007-01-09 | 2012-04-24 | 48511 | 42819 | 5692 | 5692 |
| 8380 SABINE ROYALTY TR | D | 2011-12-20 | 2012-12-21 | 424548 | 504399 | -79851 | -79851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2404447 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 377601 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1312334 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.287732 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 381581 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1320650 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.288934 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 395004 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1406631 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.280816 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 480187 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1903089 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.252320 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 419091 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2335333 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.179457 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.289259 | TotalDistributionRatio |
| Average Distribution Ratio | 0.257852 | AverageDistributionRatio |
| Net Noncharitable Assets | 1576069 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 406393 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 24481 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 430874 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 642386 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 24481 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 24481 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 24481 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2219 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 40000 | TaxPaidWithExtension |
| Total Credits And Payments | 42219 | TotalCreditsAndPayments |
| Overpayment | 17738 | Overpayment |
| Amount Credited To Next Year | 17738 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| ELZBIETA SZOKA | ||||||||
| 401 CONGRESS AVE SUITE 2424 | AUSTIN | TX | 78701 | DIRECTOR | 1.00 | 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 | 1487737 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 109061 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 3272 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1600070 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1600070 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24001 | CashDeemedCharitable |
| Net Noncharitable Assets | 1576069 | NetNoncharitableAssets |
| Minimum Investment Return | 78803 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 78803 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 24481 | TaxBasedOnInvestmentIncome |
| Total Tax | 24481 | TotalTax |
| Distributable Amount Before Adj | 54322 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 54322 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 54322 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 642386 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 642386 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 24481 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 617905 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 54322 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 308042 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 388419 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 327198 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 319918 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 312546 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1656123 | TotalExcessDistriCarryover |
| Qualifying Distributions | 642386 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 54322 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 588064 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2244187 | 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 | 308042 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1936145 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 388419 | ExcessFromYear4 |
| Excess From Year3 | 327198 | ExcessFromYear3 |
| Excess From Year2 | 319918 | ExcessFromYear2 |
| Excess From Year1 | 312546 | ExcessFromYear1 |
| Excess From Current Year | 588064 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOE W BRATCHER III | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOE W BRATCHER III CO H DAVID HUGHE | RecipientName |
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 Number | 5124800010 | 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 | AVERAGE GRANT IS 5,000. NO GEOGRAPHICAL LIMITATION ALTHOUGH AUSTIN, TEXAS IS PREFERRED. CHARITABLE FIELDS INCLUDE HUMAN SERVICES AND MEDICAL ORGANIZATIONS(ESPECIALLY FOR CHILDREN). | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | 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 | $47,438 | ||||
| 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 | ||||
| CLASSICAL GUITAR ALIVE | |||||||||||
| 111 ABC | AUSTIN | TX | 78746 | NONE | PUBLIC | PUBLIC SERVICE | $10,000 | ||||
| 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 | $33,830 | ||||
| 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 | $310,086 | ||||
| PEERS | |||||||||||
| 2144-B BUENA VISTA AVE | ALAMEDA | CA | 94501 | NONE | PUBLIC | PUBLIC SERVICE | $10,000 | ||||
| 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 | $33,194 | ||||
| HELPING HAND HOME FOR CHILDREN | |||||||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | NONE | PUBLIC | PUBLIC SERVICE | $15,000 | ||||
| CENTER FOR VICTIMS OF TORTURE | |||||||||||
| 649 DAYTON AVENUE | ST PAUL | MN | 55104 | NONE | PUBLIC | PUBLIC SERVICE | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 639548 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,606 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $14,715 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$156,130 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$108,807 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -108807 | 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 | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | JOE W BRATCHER JR | 3939 BEE CAVE RD BLDG C-100 | AUSTIN | TX | 78746 | 150000 | X | |
| 2 | JOE W BRATCHER JR | 3939 BEE CAVE RD BLDG C-100 | AUSTIN | TX | 78746 | 2933256 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | 1752 WHOLE FOOD,17863 SAN JUAN TR,32709 SABINE ROYTY TR,5256 PHILIP MORRIS,43891 PERMIAN,5256 ALTRIA | NoncashPropertyDescription |
| Fair Market Value | 2933256 | 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 | $2,200 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2200 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (24 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 850 AUTOMATIC DATA PROCESSING | 10636 | 48391 |
| 1660 COCA COLA | 38535 | 60175 |
| 760 ECOLAB | 35824 | 54644 |
| 980 EMERSON ELEC | 11276 | 51901 |
| 375 FEDEX CORP | 40599 | 34395 |
| 880 ILLINOIS TOOL WKS | 39777 | 53513 |
| 1,140 INTEL CORP | 22569 | 23507 |
| 575 JOHNSON & JOHNSON | 3291 | 40308 |
| 855 MICROSOFT | 31035 | 22837 |
| 505 PEPSICO | 36985 | 34557 |
| 635 PROCTER & GAMBLE | 9984 | 43110 |
| 500 SCHLUMBERGER | 4623 | 34649 |
| 540 UNITED PARCEL | 39710 | 39814 |
| 860 DONALDSON | 23294 | 56485 |
| 800 DOVER | 5473 | 52568 |
| 380 GRAINGER | 4912 | 76901 |
| 1,536 MOLEX | 37266 | 41979 |
| 1,012 NATIONAL INSTRUMENTS | 21092 | 26120 |
| 750 SIGMA ALDRICH | 39271 | 55185 |
| 1,190 NORDSON | 13864 | 75113 |
| 1,000 CANON | 50343 | 39210 |
| 690 NOVARIS | 38728 | 43677 |
| 300 3M | 27854 | 27855 |
| 1330 SABINE ROYALTY TR | 56305 | 52921 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 122231 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 124254 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTY INCOME | Description |
| Revenue And Expenses Per Books | 14715 | RevenueAndExpensesPerBooks |
| Net Investment Income | 14715 | NetInvestmentIncome |
| Adjusted Net Income | 14715 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | $3,322 | 3322 | 0 |
| LEGAL FEES | $638 | 0 | 638 |
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 BLDG 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 | $281 | 0 | 0 |
| FOREIGN TAX | $361 | 361 | 0 |
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