LINK FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LINK FOUNDATION (EIN 74-2387802)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-20
- IRS object ID
- 202612329349101051
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-20T10:37:49-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742387802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LINK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PERSONAL ADMINISTRATORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINK | BusinessNameControlTxt |
| Phone | 5124800269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE RD C-100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN S BRATCHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5124800269 | PhoneNum |
| Signature | 2026-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 5124796000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,341,039 | 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 | $264,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $264,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,208,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,857 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $381,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $381,459 | 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 | $9,290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,645 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,645 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,781 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,781 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,306 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $555 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $555 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,041 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $375,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $375,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $423,041 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $379,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $353,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $477,484 | CashBOYAmt |
| Cash EOY | $7,204 | CashEOYAmt |
| Cash EOYFMV | $7,204 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,314,839 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,314,839 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,115 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,772 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,115 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,115 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,318 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,291 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,291 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,475,552 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,979,516 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,059,591 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,470,685 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,079,264 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,949,999 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,431,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,390,229 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,341,039 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $8,431,811 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,390,229 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,431,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,390,229 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,431,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,390,229 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,431,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,390,229 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,390,229 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,208,827 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,091,970 | CostOrOtherBasisAmt |
| Gain Or Loss | $116,857 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $116,857 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,857 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,909 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,909 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,909 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,291 | OverpaymentAmt |
| Applied To ES Tax | $5,291 | 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 | PERSONAL ADMINISTRATORS INC | IndividualWithBooksNm |
| Phone | 5123281184 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE RD C-100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| IAN S BRATCHER | |||||||||
| 3939 BEE CAVE RD C-100 | AUSTIN | TX | 78746 | PRES/TREAS | 1.00 | $0 | $0 | $0 | |
| MADISON GOFORTH | |||||||||
| 3939 BEE CAVE RD C-100 | AUSTIN | TX | 78746 | SEC/V.P. | 1.00 | $0 | $0 | $0 | |
| WENDY ALBRECHT | |||||||||
| 3939 BEE CAVE RD C-1003939 BEE CAVE | AUSTIN | TX | 78746 | DIRECTOR | 1.00 | $0 | $0 | $0 | RD C-100 |
| BRIGID ANNE COCKRUM | |||||||||
| 3939 BEE CAVE RD C-100 | AUSTIN | TX | 78746 | 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 | $10,257,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $731,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,406 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,998,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,998,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,833,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $541,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $541,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,909 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,909 | TotalTaxAmt |
| Distributable Before Adj | $536,770 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $536,770 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $536,770 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $379,645 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $379,645 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $536,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $518,177 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $352,434 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $706,210 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,576,821 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $379,645 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $379,645 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $157,125 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $157,125 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,419,696 | 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 | $361,052 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,058,644 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $352,434 | ExcessFromYear4Amt |
| Excess From Year2 | $706,210 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | IAN S BRATCHER III CO H DAVID HUGHE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 BEE CAVES ROAD BLDG O | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124800010 | RecipientPhoneNum |
| Form And Info And Materials | INFO SHOWING EVIDENCE OF PUBLIC CHARITY OR PRIVATE OPERATING 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOST PUBLICATIONS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7001 BURNET ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78757 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $375,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $375,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $116,857 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $381,459 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $381,459 | 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 | CategoryTxt |
| Amt | $9,290 | Amt |
| Net Investment Income | $4,645 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,645 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE | $274,030 | $183,045 |
| AIR PRODUCTS & CHEMICALS | $219,289 | $222,318 |
| ALCON | $201,204 | $210,423 |
| AMPHENOL CORP CLASS A | $200,553 | $560,831 |
| APPLE | $118,386 | $320,523 |
| AUTOMATIC DATA PROCESSING | $245,638 | $267,005 |
| CINTAS | $74,953 | $246,184 |
| COCA COLA | $258,392 | $284,184 |
| DONALDSON | $105,139 | $321,747 |
| DOVER | $50,483 | $272,360 |
| ECOLAB | $198,897 | $322,900 |
| EMERSON ELECTRIC | $218,547 | $330,473 |
| HONEYWELL INTL | $164,824 | $251,081 |
| ILLINOIS TOOL WKS | $126,249 | $251,226 |
| INTUIT | $181,818 | $288,815 |
| INTUITIVE SURGICAL | $136,373 | $309,232 |
| JOHNSON & JOHNSON | $174,408 | $338,984 |
| MCCORMICK NON VTG | $224,392 | $218,701 |
| MICROSOFT | $195,637 | $346,755 |
| NORDSON | $233,636 | $247,162 |
| PACCAR INC | $87,398 | $306,956 |
| PROCTER & GAMBLE | $242,278 | $236,461 |
| STRYKER | $188,698 | $259,385 |
| TAIWAN S MANUFACTURING | $94,612 | $498,683 |
| TEXAS INSTRUMENTS | $220,935 | $227,966 |
| THERMO FISHER SCIENTIFIC | $259,758 | $249,164 |
| ZEBRA TECHNOLOGIES | $182,188 | $175,802 |
| ACCENTURE PLC SHS | $100,338 | $77,002 |
| EATON CORP PLC | $100,211 | $110,841 |
| ACCRUED INCOME | $0 | $13,790 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,979,516 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,059,591 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $555 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $555 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $21,781 | Amt |
| Net Investment Income | $21,781 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,306 | $1,306 | $0 |
| FEDERAL TAX | $15,109 | $0 | $0 |
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