REMEMBER THE ALAMO FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
REMEMBER THE ALAMO FOUNDATION (EIN 47-4470136)
Tax period
2022-09-01 to 2023-08-31
Filed
2024-04-23
IRS object ID
202421149349301217
Schema version
2022v5.0
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)
Return2024-04-23T10:41:41+00:00ReturnTs
Tax Period End2023-08-31TaxPeriodEndDt

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 Line15810 TENNYSON PARKWAY Suite 450AddressLine1Txt
CityPlanoCityNm
State AbbreviationTXStateAbbreviationCd
ZIP750244112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-09-01TaxPeriodBeginDt

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 Suite 212AddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWelcome Wilson JrPersonNm
Person TitleInterim ChairPersonTitleTxt
Phone2103703757PhoneNum
Signature2024-04-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKathrynPersonFirstNm
Person LastAnn RogersPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAndrew J GrayPreparerPersonNm
PTINP01517705PTIN
Phone2147775200PhoneNum
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Welcome Wilson JrBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1321 Alamo Plaza Suite 212AddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,683,314GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
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., A TEXAS NON-PROFIT CORPORATION, AND ITS PRESERVATION, EDUCATIONAL OUTREACH, AND PUBLIC PROGRAMS.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,303,615PYContributionsGrantsAmt
CY Contributions Grants$29,435,449CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$8,165CYProgramServiceRevenueAmt
PY Investment Income$1PYInvestmentIncomeAmt
CY Investment Income$239,700CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,303,616PYTotalRevenueAmt
CY Total Revenue$29,683,314CYTotalRevenueAmt
PY Grants And Similar Paid$884,340PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,363,020CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,997CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$37,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$165,043CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$229,330CYTotalFundraisingExpenseAmt
PY Other Expenses$57,186PYOtherExpensesAmt
CY Other Expenses$413,077CYOtherExpensesAmt
PY Total Expenses$978,526PYTotalExpensesAmt
CY Total Expenses$10,944,137CYTotalExpensesAmt
PY Revenues Less Expenses$4,325,090PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$18,739,177CYRevenuesLessExpensesAmt
Total Assets BOY$10,532,173TotalAssetsBOYAmt
Total Assets EOY$30,432,812TotalAssetsEOYAmt
Total Liabilities BOY$3,678TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,165,140TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,528,495NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$29,267,672NetAssetsOrFundBalancesEOYAmt
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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$10,665,959ExpenseAmt
Grant$10,363,020GrantAmt
Revenue$8,165RevenueAmt
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$10,665,959TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
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 Suite 212AddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAN GEDDES
FINANCE COMMITTEE CHAIR1.00.0Yes (X)Yes (X)$0$0$0
FRANCISCO CIGARROA MD
INTERIM VICE-CHAIR1.01.0Yes (X)Yes (X)$0$0$0
HOPE ANDRADE
INTERIM SECRETARY/Treasurer1.01.0Yes (X)Yes (X)$0$0$0
PHIL BAKKE
CAPITAL CAMPAIGN COMMITTEE CHAIR1.00.0Yes (X)Yes (X)$0$0$0
WELCOME WILSON JR
INTERIM CHAIR1.01.0Yes (X)Yes (X)$0$0$0
ABIGAIL KAMPMANN
DIRECTOR1.00.0Yes (X)$0$0$0
CHARLIE AMATO
DIRECTOR (Through June 2023)1.01.0Yes (X)$0$0$0
DERRICK HOWARD
DIRECTOR1.00.0Yes (X)$0$0$0
GENERAL DON COOK
DIRECTOR1.00.0Yes (X)$0$0$0
JAMES MCALLEN JR
DIRECTOR1.00.0Yes (X)$0$0$0
JIM DANNENBAUM
DIRECTOR (Through FEB 2023)1.01.0Yes (X)$0$0$0
JOHN CRAIN
DIRECTOR1.00.0Yes (X)$0$0$0
JP BRYAN
DIRECTOR1.00.0Yes (X)$0$0$0
MARK M JOHNSON
DIRECTOR1.00.0Yes (X)$0$0$0
REBECCA QUINTANILLA CEDILLO
DIRECTOR1.00.0Yes (X)$0$0$0
Stephen J Tio Kleberg
Director1.00.0Yes (X)$0$0$0
SUSAN NAYLOR SELLERS
DIRECTOR1.00.0Yes (X)$0$0$0
TED POE
DIRECTOR1.00.0Yes (X)$0$0$0
TRACY WOLFF
DIRECTOR1.00.0Yes (X)$0$0$0
Kathryn ANN ROGERS
EXECUTIVE DIRECTOR1.039.0Yes (X)$0$314,192$21,370
LISA TAPP
CHIEF FINANCIAL OFFICER1.039.0Yes (X)$0$72,748$4,519
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$386,940TotReportableCompRltdOrgAmt
Total Other Compensation$25,889TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Dini Spheris
2727 Allen Parkway Ste 1650HoustonTX77019Fundraising Services$163,812
Noe Perez
1805 W Indiana AveMidlandTX79701Mural Services$160,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Membership Dues$130,700MembershipDuesAmt
All Other Contributions$29,304,749AllOtherContributionsAmt
Total Contributions$29,435,449TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSALE OF FIESTA MEDALSDesc
Business455000BusinessCd
Total Revenue Column$8,165TotalRevenueColumnAmt
Related Or Exempt Func Income$8,165RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,165TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$239,700TotalRevenueColumnAmt
Exclusion$239,700ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,683,314TotalRevenueColumnAmt
Related Or Exempt Func Income$8,165RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$239,700ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,363,020TotalAmt
Program Services$10,363,020ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,997TotalAmt
Program Services$2,997ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$15,531TotalAmt
Management And General$15,531ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,730TotalAmt
Management And General$7,730ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$165,043TotalAmt
Fundraising$165,043FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$166,277TotalAmt
Program Services$162,100ProgramServicesAmt
Management And General$2,293ManagementAndGeneralAmt
Fundraising$1,884FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$52,650TotalAmt
Program Services$15,308ProgramServicesAmt
Management And General$1,752ManagementAndGeneralAmt
Fundraising$35,590FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$40,015TotalAmt
Program Services$19,257ProgramServicesAmt
Management And General$13,869ManagementAndGeneralAmt
Fundraising$6,889FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,112TotalAmt
Program Services$1,305ProgramServicesAmt
Management And General$857ManagementAndGeneralAmt
Fundraising$3,950FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,657TotalAmt
Program Services$5,266ProgramServicesAmt
Management And General$5ManagementAndGeneralAmt
Fundraising$386FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$119,105TotalAmt
Program Services$96,706ProgramServicesAmt
Management And General$6,811ManagementAndGeneralAmt
Fundraising$15,588FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,944,137TotalAmt
Program Services$10,665,959ProgramServicesAmt
Management And General$48,848ManagementAndGeneralAmt
Fundraising$229,330FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,911,980BOYAmt
EOY$2,198,105EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$13,701,237EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,613,069BOYAmt
EOY$14,470,448EOYAmt

Accounts Receivable AccountsReceivableGrp

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

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$813BOYAmt
EOY$36,626EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,315LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$25,004LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,311BOYAmt
EOY$6,311EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$20,085EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,532,173BOYAmt
EOY$30,432,812EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,678BOYAmt
EOY$11,877EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$348,259EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$805,004EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,678BOYAmt
EOY$1,165,140EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$467,389BOYAmt
EOY$2,798,671EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,061,106BOYAmt
EOY$26,469,001EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,528,495BOYAmt
EOY$29,267,672EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,532,173BOYAmt
EOY$30,432,812EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$18,739,177ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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 Type9OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$10,363,020SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$10,363,020SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

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

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$25,004DepreciationAmt
Book Value$6,311BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,311TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to Alamo TrustDesc
Amt$805,004Amt
FieldValueIRS element (for citing)
Total Liability$805,004TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteFormAndLineReferenceDesc
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

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1DINI SPHERISBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12727 ALLEN PARKWAY SUITE 1650AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING CONSULTINGActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$3,100,000GrossReceiptsAmt
Retained By Contractor$165,043RetainedByContractorAmt
Net To Organization$2,934,957NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$3,100,000TotalGrossReceiptsAmt
Total Retained By Contractors$165,043TotalRetainedByContractorsAmt
Total Net To Organization$2,934,957TotalNetToOrganizationAmt
Licensed StatesTXLicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)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 PLAZA SUITE 200AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd
FieldValueIRS element (for citing)
Recipient EIN474365749RecipientEIN
IRC Section501(C)3IRCSectionDesc
Cash Grant$10,363,020CashGrantAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.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 PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kathryn ANN ROGERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$268,355CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$45,837BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$20,595DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$775NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$335,562TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationFormAndLineReferenceDesc
ExplanationSchedule J, Part I, line 3 is left blank in accordance with the irs form 990 instructions because the related organization determines salaries. The related organization, Alamo Trust, Inc. uses LOCAL MARKET RATES AND COMPARABLE data with other organizations.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 1a GOVERNING BODY DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEEThe 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, Line 7a Members or stockholders electing members of governing bodyAlamo Trust, Inc., a Texas nonprofit corporation, is the sole member of Remember the Alamo Foundation.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersElection 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, Line 11b Review of form 990 by governing bodyFORM 990 IS SENT TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING.
Form 990, Part VI, Line 12c Conflict of interest policyTHE 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, Line 19 Required documents available to the publicTHE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST OR ON GUIDESTAR.ORG

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 PLAZAAddressLine1Txt
Address Line2SUITE 200AddressLine2Txt
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 Status10PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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