REMEMBER THE ALAMO FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
REMEMBER THE ALAMO FOUNDATION (EIN 47-4470136)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-07-09
IRS object ID
202601909349300405
Schema version
2024v5.5
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)
Return2026-07-09T06:40:18-05:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14801 OLYMPIA PARK PLAZA STE 4000AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP402412098ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474470136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1REMEMBER THE ALAMO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlREMEBusinessNameControlTxt
Phone2103703757PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1321 ALAMO PLAZA 212AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOPE ANDRADEPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone2103703757PhoneNum
Signature2026-07-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRACHEL SPURLOCKPreparerPersonNm
PTINP00520729PTIN
Phone5023263996PhoneNum
Preparation2026-07-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWELCOME W WILSON JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1321 ALAMO PLAZA 212AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,695,502GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THEALAMO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE MISSION OF RTAF IS TO PROVIDE SUPPORT EXCLUSIVELY FOR THE ALAMO TRUST, INC.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$26,937,641PYContributionsGrantsAmt
CY Contributions Grants$17,880,490CYContributionsGrantsAmt
PY Program Service Revenue$1,837PYProgramServiceRevenueAmt
CY Program Service Revenue$103CYProgramServiceRevenueAmt
PY Investment Income$919,933PYInvestmentIncomeAmt
CY Investment Income$1,088,534CYInvestmentIncomeAmt
PY Other Revenue-$860,940PYOtherRevenueAmt
CY Other Revenue$1,863,025CYOtherRevenueAmt
PY Total Revenue$26,998,471PYTotalRevenueAmt
CY Total Revenue$20,832,152CYTotalRevenueAmt
PY Grants And Similar Paid$10,125,281PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,493,059CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,977PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$6,511PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$5,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$567,837CYTotalFundraisingExpenseAmt
PY Other Expenses$1,001,147PYOtherExpensesAmt
CY Other Expenses$764,341CYOtherExpensesAmt
PY Total Expenses$11,139,916PYTotalExpensesAmt
CY Total Expenses$16,262,400CYTotalExpensesAmt
PY Revenues Less Expenses$15,858,555PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,569,752CYRevenuesLessExpensesAmt
Total Assets BOY$47,758,606TotalAssetsBOYAmt
Total Assets EOY$55,587,380TotalAssetsEOYAmt
Total Liabilities BOY$2,632,379TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,391,401TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$45,126,227NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$49,195,979NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF RTAF IS TO PROVIDE SUPPORT EXCLUSIVELY FOR THE ALAMO TRUST, INC., A TEXAS NON PROFIT CORPORATION, AND ITS PRESERVATION, EDUCATIONAL OUTREACH, AND PUBLIC PROGRAMS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$15,688,417ExpenseAmt
Grant$15,493,059GrantAmt
Revenue$103RevenueAmt
DescTHE FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT AND SUPPORT THE GENERAL CHARITABLE PURPOSES OF ALAMO TRUST, INC., A TEXAS NONPROFIT CORPORATION. THE FOUNDATION FUNDRAISES FOR THE ALAMO SHRINE, DEVELOPMENT OF LONG-RANGE PLANNING FOR THE ALAMO COMPLEX AND ADJACENT SURROUNDING OF THE CURRENT ALAMO FOOTPRINT.Desc
Total Program Service Expenses$15,688,417TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHRYN ANN ROGERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2102251391PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1321 ALAMO PLAZA 212AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WELCOME WILSON JR
INTERIM CHAIR1.001.00Yes (X)Yes (X)$0$0$0
FRANCISCO CIGARROA MD
INTERIM VICE-CHAIR1.001.00Yes (X)Yes (X)$0$0$0
HOPE ANDRADE
INTERIM SECRETARY/TREASURER1.001.00Yes (X)Yes (X)$0$0$0
DAN GEDDES
FINANCE COMMITTEE CHAIR1.000.00Yes (X)Yes (X)$0$0$0
PHIL BAKKE
CAPITAL CAMPAIGN COMMITTEE CHAIR1.000.00Yes (X)Yes (X)$0$0$0
ABIGAIL KAMPMANN
DIRECTOR1.000.00Yes (X)$0$0$0
DERRICK HOWARD
DIRECTOR1.000.00Yes (X)$0$0$0
GENERAL DON COOK
DIRECTOR1.000.00Yes (X)$0$0$0
JAMES MCALLEN JR
DIRECTOR1.000.00Yes (X)$0$0$0
JOHN CRAIN
DIRECTOR1.000.00Yes (X)$0$0$0
MARK M JOHNSON
DIRECTOR1.000.00Yes (X)$0$0$0
STEPHEN J TIO KLEBERG
DIRECTOR1.000.00Yes (X)$0$0$0
SUSAN NAYLOR SELLERS
DIRECTOR1.000.00Yes (X)$0$0$0
TED POE
DIRECTOR1.000.00Yes (X)$0$0$0
TRACY WOLFF
DIRECTOR1.000.00Yes (X)$0$0$0
KATHRYN ANN ROGERS
EXECUTIVE DIRECTOR1.0039.00Yes (X)$0$399,907$28,000
LISA TAPP
CHIEF FINANCIAL OFFICER1.0039.00Yes (X)$0$207,257$36,845
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$607,164TotReportableCompRltdOrgAmt
Total Other Compensation$64,845TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ALAMO TRUST INC
321 ALAMO PLAZASAN ANTONIOTX78205MANAGEMENT SERVICES$847,309
DON STRANGE OF TEXAS
1551 BANDERA RDSAN ANTONIOTX78228CATERING SERVICES$313,379
INSPIRE
PO BOX 671170DALLASTX75267TECHNOLOGY SERVICES$231,013
HH AUCTIONEERS LLC
106 CONFIDENCE COVELAKEWAYTX78734AUCTION SERVICES$174,955
THE CE GROUP INC
200 EAST GRAYSON STREET SUITE 114SAN ANTONIOTX78215EVENT AND PRODUCTION SERVICES$143,704
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt
Membership Dues$146,700MembershipDuesAmt
Fundraising$247,350FundraisingAmt
All Other Contributions$17,486,440AllOtherContributionsAmt
Noncash Contributions$5,000NoncashContributionsAmt
Total Contributions$17,880,490TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSALE OF FIESTA MEDALSDesc
Business455000BusinessCd
Total Revenue Column$103TotalRevenueColumnAmt
Related Or Exempt Func Income$103RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$103TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,088,534TotalRevenueColumnAmt
Exclusion$1,088,534ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$2,726,375FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$247,350ContriRptFundraisingEventAmt
Fundraising Direct Expenses$863,350FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,863,025TotalRevenueColumnAmt
Exclusion$1,863,025ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,832,152TotalRevenueColumnAmt
Related Or Exempt Func Income$103RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,951,559ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,493,059TotalAmt
Program Services$15,493,059ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Fundraising$5,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$216,192TotalAmt
Program Services$134,245ProgramServicesAmt
Fundraising$81,947FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$199,627TotalAmt
Program Services$25,000ProgramServicesAmt
Fundraising$174,627FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,818TotalAmt
Program Services$6,831ProgramServicesAmt
Management And General$197ManagementAndGeneralAmt
Fundraising$12,790FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$26,612TotalAmt
Program Services$735ProgramServicesAmt
Management And General$262ManagementAndGeneralAmt
Fundraising$25,615FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,726TotalAmt
Fundraising$23,726FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$278,366TotalAmt
Program Services$28,547ProgramServicesAmt
Management And General$5,687ManagementAndGeneralAmt
Fundraising$244,132FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,262,400TotalAmt
Program Services$15,688,417ProgramServicesAmt
Management And General$6,146ManagementAndGeneralAmt
Fundraising$567,837FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,622,515BOYAmt
EOY$2,827,282EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$18,568,430BOYAmt
EOY$24,899,093EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,545,654BOYAmt
EOY$27,671,426EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$89,290EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,499BOYAmt
EOY$38,015EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,315LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$31,315LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$15,508BOYAmt
EOY$62,274EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$47,758,606BOYAmt
EOY$55,587,380EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,242BOYAmt
EOY$51,832EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$20,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,616,137BOYAmt
EOY$6,319,569EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,632,379BOYAmt
EOY$6,391,401EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,142,685BOYAmt
EOY$7,067,851EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$39,983,542BOYAmt
EOY$42,128,128EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$45,126,227BOYAmt
EOY$49,195,979EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$47,758,606BOYAmt
EOY$55,587,380EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,569,752ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$500,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ALAMO TRUST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN474365749EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$15,493,059SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$15,493,059SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,315OtherCostOrOtherBasisAmt
Depreciation$31,315DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescACCOUNT PAYABLES - ALAMODesc
Amt$6,319,569Amt
FieldValueIRS element (for citing)
Total Liability$6,319,569TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationEACH ENTITY INCLUDED IN THIS CONSOLIDATION IS A NON-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ARE NOT "PRIVATE FOUNDATIONS; ACCORDINGLY, DONORS OF MONEY AND/OR PROPERTY ARE ENTITLED TO THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION ALLOWED BY LAW. THE ORGANIZATION IS NOT SUBJECT TO TEXAS MARGIN TAX. MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS THAT WOULD HAVE A SIGNIFICANT IMPACT ON ITS FINANCIAL POSITION. ITS TAX RETURNS FOR THE LAST FOUR YEARS REMAIN SUBJECT TO EXAMINATION.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SADDLE UPEvent1Nm
Gross Receipts Event1$2,973,725GrossReceiptsEvent1Amt
Charitable Contri Event1$247,350CharitableContriEvent1Amt
Gross Revenue Event1$2,726,375GrossRevenueEvent1Amt
Rent Facility Costs Event1$18,961RentFacilityCostsEvent1Amt
Food And Beverage Event1$116,851FoodAndBeverageEvent1Amt
Entertainment Event1$166,438EntertainmentEvent1Amt
Other Direct Expenses Event1$561,100OtherDirectExpensesEvent1Amt
Gross Receipts Total$2,973,725GrossReceiptsTotalAmt
Charitable Contributions Tot$247,350CharitableContributionsTotAmt
Gross Revenue Total Events$2,726,375GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$18,961RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$116,851FoodAndBeverageTotalEventsAmt
Entertainment Total Events$166,438EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$561,100OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$863,350DirectExpenseSummaryEventsAmt
Net Income Summary$1,863,025NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALAMO TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1321 ALAMO PLAZASUITE 200AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd
FieldValueIRS element (for citing)
Recipient EIN474365749RecipientEIN
IRC Section501(C)3IRCSectionDesc
Cash Grant$15,493,059CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FILING ORGANIZATION IS DIRECTLY CONTROLLED BY THE GRANT RECIPIENT, ALAMO TRUST, INC., THEREFORE, THE GRANTS ARE CLOSELY MONITORED BY THE FILING ORGANIZATION AS REMEMBER THE ALAMO FOUNDATION IS A SUPPORTING ORGANIZATION OF ALAMO TRUST, INC.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KATHRYN ANN ROGERS
EXECUTIVE DIRECTOR$0$349,907$0$50,000$0$0$0$28,000$0$0$0$427,907$0$0
LISA TAPP
CHIEF FINANCIAL OFFICER$0$207,257$0$0$0$0$0$25,699$0$11,146$0$244,102$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 3FormAndLineReferenceDesc
ExplanationSCHEDULE J, PART I, LINE 3 IS LEFT BLANK IN ACCORDANCE WITH THE IRS FORM 990 INSTRUCTIONS BECAUSE THE ORGANIZATION RELIED ON ALAMO TRUST, INC., A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OFFICERS OF THE ORGANIZATION. ALAMO TRUST, INC.'S EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES COMPENSATION. MANAGMENT CONDUCTS CONTEMPORANEOUS DOCUMENTATION OF THEIR FINDINGS OF THE COMPARABILITY DATA. HIRING IS CONDUCTED THROUGH A MERIT BASED OPEN SEARCH WHEREBY CANDIDATES ARE OFFERED POSITIONS AND SALARIES COMMENSURATE WITH INDUSTRY NORMS, LOCAL MARKET RATES AND THEIR COMPARABLE EXPERTISE AND EXPERIENCE. THE PROCESS WAS LAST CONDUCTED DURING FISCAL YEAR 2025.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE MEMBERS OF THE EXECUTIVE COMMITTEE WILL CONSIST OF THE CHAIRMAN, WHO SHALL SERVE AS CHAIRMAN OF THE EXECUTIVE COMMITTEE AND PRESIDE AT ALL MEETINGS OF THE EXECUTIVE COMMITTEE, AND AT LEAST TWO OTHER INDIVIDUALS APPOINTED BY THE BOARD. A MAJORITY OF THE PERSONS SERVING ON THE EXECUTIVE COMMITTEE MUST BE DIRECTORS. IF ANY VACANCY OR VACANCIES OCCUR IN THE EXECUTIVE COMMITTEE, SUCH VACANCY OR VACANCIES SHALL BE FILLED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, EXCEPT WHERE ACTION OF THE BOARD IS REQUIRED BY STATUTE OR BY THE CERTIFICATE OF FORMATION, AS IT MAY BE AMENDED. THE EXECUTIVE COMMITTEE SHALL KEEP REGULAR MINUTES OF ITS PROCEEDINGS AND REPORT THE SAME TO THE BOARD WHEN REQUIRED.
FORM 990, PART VI, SECTION A, LINE 7AALAMO TRUST, INC., A TEXAS NONPROFIT CORPORATION, IS THE SOLE MEMBER OF REMEMBER THE ALAMO FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7BELECTION OF OFFICERS SHALL BE INDIVIDUALS NOMINATED AND ELECTED BY THE SOLE MEMBER, ALAMO TRUST, INC. RESIGNATIONS ARE EFFECTIVE UPON RECEIPT BY THE SOLE MEMBER OF WRITTEN NOTIFICATION OR AT A LATER DATE IF PROVIDED IN THE WRITTEN NOTIFICATION.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS SENT TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION ACTIVELY MONITORS AND UPDATES ITS CONFLICT OF INTEREST DOCUMENTATION. IF A CONFLICT ARISES, THE INDIVIDUAL ABSTAINS FROM VOTING AND IS NOT INVOLVED WITH THE DECISION MAKING REGARDING THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION RELIED ON ALAMO TRUST, INC., A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OFFICERS OF THE ORGANIZATION. ALAMO TRUST, INC.'S EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES COMPENSATION. MANAGMENT CONDUCTS CONTEMPORANEOUS DOCUMENTATION OF THEIR FINDINGS OF THE COMPARABILITY DATA. HIRING IS CONDUCTED THROUGH A MERIT BASED OPEN SEARCH WHEREBY CANDIDATES ARE OFFERED POSITIONS AND SALARIES COMMENSURATE WITH INDUSTRY NORMS, LOCAL MARKET RATES AND THEIR COMPARABLE EXPERTISE AND EXPERIENCE. THE PROCESS WAS LAST CONDUCTED DURING FISCAL YEAR 2025. BECAUSE COMPENSATION IS DETERMINED BY A RELATED ENTITY, THIS QUESTION IS ANSWERED "NO" IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9:BAD DEBTS - PLEDGE RECEIVABLE -500,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ALAMO TRUST INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1321 ALAMO PLAZA SUITE 200AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd
FieldValueIRS element (for citing)
EIN474365749EIN
Primary ActivitiesPRESERVE AND RESTORE THE ALAMO COMPLEXPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 10PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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