MR AND MRS JOE W BRATCHER JR FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MR AND MRS JOE W BRATCHER JR FOUNDATION (EIN 74-2387803)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-15
IRS object ID
201211369349101766
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-15T12:14:06-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JANE A FLIELLER CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13129 HONEY TREE LNAddressLine1
CityAUSTINCity
StateTXState
ZIP Code78746ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN742387803EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE MR AND MRS JOE W BRATCHER JR FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMRANNameControl
Phone5123281184Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13939 BEE CAVE ROAD NO C-100AddressLine1
CityAUSTINCity
StateTXState
ZIP Code78746ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOE W BRATCHER IIIName
TitleVICE-PRESIDENTTitle
Phone9179459266Phone
Date Signed2012-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJANE A FLIELLERName
PTINP01457483PTIN
Phone5123271687Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY56617FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss31InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm31InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses31TotalRevenueAndExpenses
Total Net Investment Income31TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss900AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps900AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss900TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps900TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss10000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps10000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss10900TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps10900TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-10869ExcessOfRevenueOverExpenses
Net Investment Income31NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY67483CashBOY
Cash EOY56617CashEOY
Cash EOYFMV56617CashEOYFMV
Accounts Receivable BOY3AccountsReceivableBOY
Total Assets BOY67486TotalAssetsBOY
Total Assets EOY56617TotalAssetsEOY
Total Assets EOYFMV56617TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY67486RetainedEarningsBOY
Retained Earnings EOY56617RetainedEarningsEOY
Total Net Assets BOY67486TotalNetAssetsBOY
Total Net Assets EOY56617TotalNetAssetsEOY
Total Liabilities Net Assets BOY67486TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY56617TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY67486TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-10869ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal56617Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY56617TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year120950QualifyingDistributionsYear1
Noncharitable Assets Year176736NoncharitableAssetsYear1
Distribution Ratio Year10.273014DistributionRatioYear1
Qualifying Distributions Year22026QualifyingDistributionsYear2
Noncharitable Assets Year288056NoncharitableAssetsYear2
Distribution Ratio Year20.023008DistributionRatioYear2
Qualifying Distributions Year310000QualifyingDistributionsYear3
Noncharitable Assets Year397771NoncharitableAssetsYear3
Distribution Ratio Year30.102280DistributionRatioYear3
Qualifying Distributions Year410000QualifyingDistributionsYear4
Noncharitable Assets Year4104260NoncharitableAssetsYear4
Distribution Ratio Year40.095914DistributionRatioYear4
Qualifying Distributions Year513000QualifyingDistributionsYear5
Noncharitable Assets Year5111749NoncharitableAssetsYear5
Distribution Ratio Year50.116332DistributionRatioYear5
Total Distribution Ratio0.610548TotalDistributionRatio
Average Distribution Ratio0.122110AverageDistributionRatio
Net Noncharitable Assets65747NetNoncharitableAssets
Adjusted Noncharitable Assets8028AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One8028AdjNonchrtblAssetsAndOnePct
Qualifying Distributions10900QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJANE A FLIELLER CPABooksInCareOfPersonName
Books In Care Of Phone Number5123271687BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13129 HONEY TREE LANE AUSTIN TEXASAddressLine1
CityAUSTINCity
StateTXState
ZIP Code78746ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOE W BRATCHER JR
3939 BEE CAVE ROAD BLDG C-100AUSTINTX78746PRES/TREAS1.00000
JOE W BRATCHER III
3939 BEE CAVE ROAD BLDG C-100AUSTINTX78746SEC/VP0.50000
BRIGID COCKRUM
3939 BEE CAVE ROAD BLDG C-100AUSTINTX78746DIR0.50000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances66748AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets66748TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets66748AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1001CashDeemedCharitable
Net Noncharitable Assets65747NetNoncharitableAssets
Minimum Investment Return3287MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return3287MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj3287DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded3287DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted3287DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions10900ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions10900QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions10900AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted3287DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year57522ExcessDistriCarryoverYear5
Excess Distri Carryover Year44888ExcessDistriCarryoverYear4
Excess Distri Carryover Year35145ExcessDistriCarryoverYear3
Excess Distri Carryover Year117113ExcessDistriCarryoverYear1
Total Excess Distri Carryover34668TotalExcessDistriCarryover
Qualifying Distributions10900QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year3287AppliedToCurrentYear
Remaining Distri From Corpus7613RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus42281TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year57522ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year34759ExcessDistriCyovToNextYear
Excess From Year44888ExcessFromYear4
Excess From Year35145ExcessFromYear3
Excess From Year117113ExcessFromYear1
Excess From Current Year7613ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJOE W BRATCHER JRContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMR JOE W BRATCHER JR CO PERSONAL ADRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13939 BEE CAVE ROAD BLDG C-100AddressLine1
CityAUSTINCity
StateTXState
ZIP Code78746ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number5123281184RecipientPhoneNumber
Form And Info And MaterialsINFO SHOWING EVIDENCE OF PUBLIC CHARITY OR PRIVATE OPERATG FOUNDATION STATUSFormAndInfoAndMaterials
Submission DeadlinesSEPTEMBER 30TH OF EACH CALENDAR YEARSubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ARTHRITIS FOUNDATION
4118 MCCULLOUGH SUITE 18SAN ANTONIOTX78212NONEPUBLICPUBLIC SERVICE$5,000
SETON FUND
1501 W 38THAUSTINTX78705NONEPUBLICPUBLIC SERVICE$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year10000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$31ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$31ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA31TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$900Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps900DisbursementsCharitablePrps

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