ALICE KLEBERG REYNOLDS MEYER FDN TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALICE KLEBERG REYNOLDS MEYER FDN TR (EIN 74-2847652)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349103005
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:01:29-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742847652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE KLEBERG REYNOLDS MEYER FOUNDAT A0479800 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEYE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2950 TAX DEPT FLOOR 5 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782992950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FROST BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2024-05-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,817,819 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $700,879 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $700,879 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,015,882 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,951 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $749,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $749,830 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $119,989 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $59,995 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $59,994 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,201 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $653 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $653 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $123,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,569 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,752,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,752,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,876,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,813,069 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,126,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $688,607 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,007,688 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,879,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,879,873 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $7,719,262 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,737,659 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,586,728 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,284,496 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,267,251 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,351,218 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,011,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,884,783 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,817,819 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,011,446 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,884,783 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,011,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,884,783 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,011,446 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,884,783 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,011,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,126,663 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,884,783 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,884,783 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 224. F&G ANNUITIES & LIFE INC | 1987-12-31 | 2023-01-18 | $4,733 | $4,361 | $372 | $372 | |
| 200000. JPMORGAN CHASE & CO 3.2000% 01/25/23 | 2015-04-16 | 2023-01-25 | $200,000 | $200,000 | |||
| 200000. MERCK & CO INC 2.8000% 05/18/23 | 2018-02-06 | 2023-05-18 | $200,000 | $199,993 | $7 | $7 | |
| 100000. IBM CORP 3.3750% 08/01/23 | 2018-02-06 | 2023-08-01 | $100,000 | $100,000 | |||
| 250000. ROYAL BK CDA GMTN 3.7000% 10/05/23 | 2018-11-06 | 2023-10-05 | $250,000 | $249,489 | $511 | $511 | |
| 200000. TOYOTA MOTOR CR MTN 2.2500% 10/18/23 | 2019-10-30 | 2023-10-18 | $200,000 | $200,253 | -$253 | -$253 | |
| 554. SANDOZ GROUP AG ADR | 2009-12-22 | 2023-11-08 | $15,001 | $7,251 | $7,750 | $7,750 | |
| 450. WK KELLOGG CO | 2010-11-04 | 2023-11-13 | $4,639 | $5,584 | -$945 | -$945 | |
| CAPITAL GAIN DIVIDENDS | $41,509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41,509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41,509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41,509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41,509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41,509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41,509 | P | |||||
| CAPITAL GAIN DIVIDENDS | $41,509 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,951 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,572 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,572 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,572 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,097 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,097 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,525 | OverpaymentAmt |
| Applied To ES Tax | $5,525 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROST BANK | BusinessNameLine1Txt |
| Business Name Line2 | FROST WEALTH ADVISOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124734834 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W HOUSTON ST | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FROST BANK TRUSTEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2950 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78299 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $119,989 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,508,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,164,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,672,619 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,672,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $535,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,137,530 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,756,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,756,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,572 | TotalTaxAmt |
| Distributable Before Adj | $1,747,305 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,747,305 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,747,305 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,813,069 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,813,069 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,747,305 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,693,737 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,813,069 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,693,737 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,332 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,627,973 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FROST BANK CO SARAH BISHOP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W HOUSTON ST | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124734834 | RecipientPhoneNum |
| Form And Info And Materials | 1) THE REQUEST FOR THE GRANT SHOULD BE RECEIVED ON THE ORGANIZATIONS LETTERHEAD AND SIGNED BY A MEMBER OF THEIR BOARD OF DIRECTORS OR AN OFFICER OF THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 15TH OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE RESTRICTED TO ORGANIZATIONS WHOSE CHARITABLE PURPOSES SHALL BE LIMITED TO AND SHALL INCLUDE ONLY MEDICAL, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Allison Orr Dance Inc | ||||||||
| 2023 EAST CESAR CHAVEZ | Austin | TX | 78702 | NONE | EXEMPT | UNRESTRICTED GRANT | $25,000 | |
| Houston Botanic Garden | ||||||||
| 8205 N BAYOU DRIVE | Houston | TX | 77017 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| North American Butterfly Association In | ||||||||
| 3333 BUTTERFLY PARK DR | Mission | TX | 78572 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | c DBA National Butterfly Center |
| South Padre Island Birding Nature Cente | ||||||||
| 6801 PADRE BLVD | South Padre Island | TX | 78597 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | r and Alligator Sanctuary |
| Gazelle Foundation | ||||||||
| PO BOX 1487 | Austin | TX | 78767 | NONE | EXEMPT | UNRESTRICTED GRANT | $20,000 | |
| Girls Inc of San Antonio | ||||||||
| 2214 BASSE RD | San Antonio | TX | 78213 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Houston Audubon Society | ||||||||
| 440 WILCHESTER BLVD | Houston | TX | 77079 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Texas A&M University-Commerce Foundation | ||||||||
| ATTN VICE PRESIDENT OF PHILANTHROP | Commerce | TX | 75429 | NONE | EXEMPT | UNRESTRICTED GRANT | $17,500 | |
| Peoples Community Clinic | ||||||||
| 1101 CAMINO LA COSTA | Austin | TX | 78752 | NONE | EXEMPT | UNRESTRICTED GRANT | $20,000 | |
| Meals on Wheels and More Inc (DBA Meals | ||||||||
| 3227 EAST 5TH STREET | Austin | TX | 78702 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | on Wheels Central Texas) |
| Humane Society of the New Braunfels Area | ||||||||
| 3353 MORNINGSIDE DRIVE | New Braunfels | TX | 78132 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Greater Edwards Aquifer Alliance Inc | ||||||||
| PO BOX 15618 | San Antonio | TX | 78212 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| The Ann Richards School Foundation | ||||||||
| P O BOX 41072 | Austin | TX | 78704 | NONE | EXEMPT | UNRESTRICTED GRANT | $35,000 | |
| Texas Tribune Inc | ||||||||
| 919 CONGRESS AVE SIXTH FLOOR | Austin | TX | 78701 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Foster Angels of Central Texas Foundatio | ||||||||
| PO BOX 152575 | Austin | TX | 78715 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,000 | n |
| Catch the Next | ||||||||
| 18756 STONE OAK PARKWAY 200 | San Antonio | TX | 78258 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| Center for Refugee Services | ||||||||
| 8703 WURZBACH ROAD | San Antonio | TX | 78240 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Bel Inizio Inc | ||||||||
| 7710 DEL REY LANE | Houston | TX | 77071 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| Special Forces Charitable Trust | ||||||||
| P O BOX 53 | Essex | CT | 06426 | NONE | EXEMPT | UNRESTRICTED GRANT | $200,000 | |
| Hill Country Quail Coalition | ||||||||
| 600 CONGRESS AVENUE SUITE 400 | Austin | TX | 78701 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Girlstart | ||||||||
| 1400 WEST ANDERSON LANE | Austin | TX | 78757 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,500 | |
| Etosha Rescue & Adoption Center | ||||||||
| 191 JACKSON CIRCLE | Seguin | TX | 78155 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| The American Independent Foundation | ||||||||
| 800 MAINE AVE SW | Washington | DC | 20024 | NONE | EXEMPT | UNRESTRICTED GRANT | $20,000 | |
| San Antonio River Foundation | ||||||||
| 100 EAST GUENTHER | San Antonio | TX | 78204 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| Honor Flight Austin | ||||||||
| 1108 LAVACA STREET STE 110 BOX 609 | Austin | TX | 78701 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Science Mill | ||||||||
| PO BOX 38 | Johnson City | TX | 78636 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Social Good Fund Inc | ||||||||
| 12651 SAN PABLO AVE | Richmond | CA | 94805 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| American Short Fiction Inc | ||||||||
| P O BOX 4152 | Austin | TX | 78765 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Grow Local South Texas | ||||||||
| 710 BUFFALO STSUITE 802 | Corpus Christi | TX | 78401 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,500 | |
| MINDPOP | ||||||||
| 7112 BURNET ROAD | Austin | TX | 78757 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| For Her | ||||||||
| 8546 BROADWAY ST STE 255 | San Antonio | TX | 78217 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| The University of Texas Rio Grande Valle | ||||||||
| 701 E EXPRESSWAY 83 BOX 13 | McAllen | TX | 78501 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | y |
| Terra Advocati Inc | ||||||||
| 1935 W MISTLETOE AVE | San Antonio | TX | 78201 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,500 | |
| Sojourn Landing (DBA The Landing) | ||||||||
| 9894 BISSONNET STREET 605 | Houston | TX | 77036 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Planned Parenthood of Greater Texas | ||||||||
| 7424 GREENVILLE AVE STE 206 | Dallas | TX | 75231 | NONE | EXEMPT | UNRESTRICTED GRANT | $50,000 | |
| Odyssey After School Enrichment Program | ||||||||
| P O BOX 237 | Rockport | TX | 78381 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| Planned Parenthood Gulf Coast Inc | ||||||||
| 4600 GULF FREEWAY | Houston | TX | 77023 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Trinity University | ||||||||
| ONE TRINITY PLACE | San Antonio | TX | 78212 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,500 | |
| Girl Scouts Of Southwest Texas | ||||||||
| 811 N COKER LOOP | San Antonio | TX | 78216 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | Attn Jane Briggs Cfo |
| United Way for Greater Austin | ||||||||
| 2000 E MARTIN LUTHER KING JR BLVD | Austin | TX | 78702 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| The Contemporary Museum Inc | ||||||||
| 3809 W 35TH STREET | Austin | TX | 78703 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Planned Parenthood South Texas | ||||||||
| 2140 BABCOCK ROAD | San Antonio | TX | 78229 | NONE | EXEMPT | UNRESTRICTED GRANT | $50,000 | |
| First Unitarian Universalist Church of | ||||||||
| 7150 W INTERSTATE 10 | San Antonio | TX | 78213 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | San Antonio (Free Battered Texas Women) |
| Zachary Scott Theater Center | ||||||||
| 1510 TOOMEY RD | Austin | TX | 78704 | NONE | EXEMPT | UNRESTRICTED GRANT | $20,000 | |
| Austin Travis County MHMR Center | ||||||||
| 1430 COLLIER STREET | Austin | TX | 78704 | NONE | EXEMPT | UNRESTRICTED GRANT | $35,000 | DBA Integral Care |
| University of Texas Foundation | ||||||||
| 9011 MOUNTAIN RIDGE STE 150 | Austin | TX | 78759 | NONE | EXEMPT | UNRESTRICTED GRANT | $52,000 | |
| Big Brothers Big Sisters of Central Texa | ||||||||
| 4800 MANOR RD BLDDG K | Austin | TX | 78723 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | s |
| Circle Arts Theater | ||||||||
| 124 ELIZABETH ST | New Braunfels | TX | 78130 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| South Texas Symphony Association | ||||||||
| 4316 N 10TH ST STE 100 | McAllen | TX | 78504 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| Center For Women & Their Work | ||||||||
| 1311 E CESAR CHAVEZ STREET | Austin | TX | 78702 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,110 | |
| The Womens Fund for Health Education & | ||||||||
| 5433 WESTHEIMER | Houston | TX | 77056 | NONE | EXEMPT | UNRESTRICTED GRANT | $3,600 | Research |
| Houston Area Womens Center | ||||||||
| 1010 WAUGH DRIVE | Houston | TX | 77019 | NONE | EXEMPT | UNRESTRICTED GRANT | $15,000 | |
| Sea Turtle Inc | ||||||||
| PO BOX 3987 | South Padre Island | TX | 78597 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| Houston Food Bank | ||||||||
| 535 PORTWALL STREET | Houston | TX | 77029 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Centro Cultural Aztlan | ||||||||
| 1800 FREDERICKSBURG RD 103 | San Antonio | TX | 78201 | NONE | EXEMPT | UNRESTRICTED GRANT | $17,500 | |
| Texas Advocacy Project Inc | ||||||||
| 3721 EXECUTIVE CENTER DRIVE 215 | Austin | TX | 78731 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| The Safe Alliance | ||||||||
| PO BOX 19454 | Austin | TX | 78760 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| La Pena Inc | ||||||||
| 227 CONGRESS AVE | Austin | TX | 78701 | NONE | EXEMPT | UNRESTRICTED GRANT | $22,500 | |
| Texas Folklife | ||||||||
| 1708 HOUSTON ST | Austin | TX | 78756 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Jump Start Performance Co | ||||||||
| 710 FREDERICKSBURG ROAD | San Antonio | TX | 78201 | NONE | EXEMPT | UNRESTRICTED GRANT | $19,400 | ATTN Sabine Zenker Development Director |
| Keep Austin Beautiful | ||||||||
| 2200 EAST MLK JR BLVD 200 | Austin | TX | 78702 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Esperanza Peace and Justice Center | ||||||||
| 922 SAN PEDRO AVE | San Antonio | TX | 78212 | NONE | EXEMPT | UNRESTRICTED GRANT | $21,000 | |
| Blue Star Contemporary Art Museum | ||||||||
| 116 BLUE STAR | City | TX | 78204 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Alamo Colleges Foundation | ||||||||
| 1819 N MAIN AVENUE | San Antonio | TX | 78212 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| San Antonio AIDS Foundation | ||||||||
| 818 EAST GRAYSON ST | San Antonio | TX | 78208 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Austin Groups For The Elderly | ||||||||
| 3710 CEDAR STREET BOX 2 | Austin | TX | 78705 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,500 | |
| Visitation House Ministries | ||||||||
| PO BOX 12074 | San Antonio | TX | 78212 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Alamo Public Television - KLRN | ||||||||
| 501 BROADWAY | San Antonio | TX | 782151820 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Child Advocates San Antonio (CASA) | ||||||||
| 1956 S WW WHITE RD | San Antonio | TX | 78222 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Texas Low Income Housing Information | ||||||||
| 1800 WEST SIXTH STREET | Austin | TX | 78703 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | Service |
| Guide Dogs of Texas | ||||||||
| 1503 ALLENA DRIVE | San Antonio | TX | 78213 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Texas Public Radio | ||||||||
| 321 W COMMERCE STREET | San Antonio | TX | 78205 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Friends of Cibolo Wilderness | ||||||||
| 140 CITY PARK ROAD | Boerne | TX | 78006 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| TreeFolks | ||||||||
| PO BOX 1395 | Del Valle | TX | 78617 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,500 | |
| American Gateways | ||||||||
| 314 E HIGHLAND MALL BLVD STE 501 | Austin | TX | 78752 | NONE | EXEMPT | UNRESTRICTED GRANT | $30,000 | |
| Forever Foundation for Texas | ||||||||
| 6644 FM 1102 | New Braunfels | TX | 78132 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | Texas Wildlife Association Foundation |
| Fuerza Unida | ||||||||
| 710 NEW LAREDO HWY | San Antonio | TX | 78211 | NONE | EXEMPT | UNRESTRICTED GRANT | $17,500 | |
| The Texas Democracy Foundation | ||||||||
| DBA THE TEXAS OBSERVER54 CHICON STR | Austin | TX | 78702 | NONE | EXEMPT | UNRESTRICTED GRANT | $15,000 | |
| Eastside Youth Services & Street Outreac | ||||||||
| PO BOX 1415 | Austin | TX | 78767 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | h |
| Austin Parks Foundation | ||||||||
| PO BOX 6160 | Austin | TX | 78762 | NONE | EXEMPT | UNRESTRICTED GRANT | $15,000 | |
| Austin Public Education Fund | ||||||||
| 1111 WEST 6TH STREETSUITE C-150 | Austin | TX | 78703 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,500 | |
| Childrens Advocacy Center of the Coastal | ||||||||
| 5959 S STAPLES STE 230 | Corpus Christi | TX | 78413 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | Bend |
| Austin Film Festival Inc | ||||||||
| 1801 SALINA STREET | Austin | TX | 78702 | NONE | EXEMPT | UNRESTRICTED GRANT | $35,000 | |
| SIMS Foundation | ||||||||
| PO BOX 2152 | Austin | TX | 78768 | NONE | EXEMPT | UNRESTRICTED GRANT | $1,000 | |
| Gemini Series Inc (DBA Gemini Ink) | ||||||||
| 1111 NAVARRO | San Antonio | TX | 78205 | NONE | EXEMPT | UNRESTRICTED GRANT | $20,890 | |
| Texas Freedom Network Education Fund | ||||||||
| P O BOX 1624 | Austin | TX | 78767 | NONE | EXEMPT | UNRESTRICTED GRANT | $25,000 | |
| GENAustin | ||||||||
| PO BOX 3122 | Austin | TX | 78764 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,500 | |
| Green Spaces Alliance of South Texas | ||||||||
| 108 EAST MISTLETOE | San Antonio | TX | 78212 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Casa de Misericordia | ||||||||
| PO BOX 6184 | Laredo | TX | 78042 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Foster Angels of South Texas | ||||||||
| 800 N SHORELINE BLVD STE 2750-S | Corpus Christi | TX | 78401 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Martinez Street Womens Center | ||||||||
| 200 DONALDSON AVE | San Antonio | TX | 78201 | NONE | EXEMPT | UNRESTRICTED GRANT | $25,000 | |
| Candlelight Ranch | ||||||||
| P O BOX 26367 | Austin | TX | 78755 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Red Salmon Arts | ||||||||
| 2000 THRASHER LN | Austin | TX | 78741 | NONE | EXEMPT | UNRESTRICTED GRANT | $47,500 | |
| Childrens Museum of Brownsville | ||||||||
| 501 E RINGGOLD STREET 5 | Brownsville | TX | 78520 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Dress for Success San Antonio | ||||||||
| 600 N FRIO STREET | San Antonio | TX | 78207 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Austin Theatre Alliance | ||||||||
| P O BOX 1566 | Austin | TX | 78767 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | Paramount & Stateside Theatres |
| Breakthrough | ||||||||
| 1050 EAST 11TH STREET SUITE 350 | Austin | TX | 78702 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Wonders & Worries Inc | ||||||||
| 9101 BURNET ROAD STE 205 | Austin | TX | 78758 | NONE | EXEMPT | UNRESTRICTED GRANT | $30,000 | |
| Harlingen Consolidated Independent | ||||||||
| 407 N 77 SUNSHINE STRIP | Harlingen | TX | 78550 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | School District |
| Girl Scouts Of San Jacinto Council | ||||||||
| 3110 SOUTHWEST FREEWAY | Houston | TX | 77098 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| University of Houston-Downtown | ||||||||
| 5000 GULF FRWY | Houston | TX | 77204 | NONE | EXEMPT | UNRESTRICTED GRANT | $20,000 | |
| Austin YMBL Sunshine Camps | ||||||||
| PO BOX 161270 | Austin | TX | 78716 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| University of Houston Foundation | ||||||||
| 4543 POST OAK PLACE 250 | Houston | TX | 77027 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Menil Foundation Inc | ||||||||
| 1519 BRANARD ST | Houston | TX | 77006 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,500 | |
| University of Texas Law School Foundatio | ||||||||
| 727 EAST DEAN KEETON ST | Austin | TX | 78705 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | n |
| University of Texas Foundation No 2 | ||||||||
| 9011 MOUNTAIN RIDGE DR SUITE 150 | Austin | TX | 78759 | NONE | EXEMPT | UNRESTRICTED GRANT | $60,000 | |
| Janes Due Process Inc | ||||||||
| PO BOX 685137 | Austin | TX | 78768 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Capital of Texas Public Telecommunicatio | ||||||||
| PO BOX 7158 | Austin | TX | 787137158 | NONE | EXEMPT | UNRESTRICTED GRANT | $12,000 | ns Council ( dba KLRU ) |
| The Rose | ||||||||
| 12700 N FEATHERWOOD DR SUITE 260 | Houston | TX | 77034 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| Da Camera Society of Texas | ||||||||
| 1402 SUL ROSS | Houston | TX | 77006 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Lawndale Art and Performance Center | ||||||||
| 4912 MAIN STC/O ANNA WALKER | Houston | TX | 77002 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Bay Area Turning Point Inc | ||||||||
| PO BOX 890929 | Houston | TX | 77289 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| San Jose Clinic | ||||||||
| 2615 FANNIN ST | Houston | TX | 77002 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,500 | |
| Hope Stone Inc | ||||||||
| 2726 BISSONNET 240-513 | Houston | TX | 77005 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Harris Co Domestic Violence Coordinating | ||||||||
| HARRIS CO DOMESTIC VIOLENCE COORDIN | Houston | TX | 77098 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,500 | |
| Houston Center for Contemporary Craft | ||||||||
| 4848 MAIN STREET | Houston | TX | 77002 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,500 | |
| Healthcare for the Homeless - Houston | ||||||||
| 1934 CAROLINE ST | Houston | TX | 77433 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Latinitas | ||||||||
| 1023 SPRINGDALE RD BLDG 2C | Austin | TX | 78704 | NONE | EXEMPT | UNRESTRICTED GRANT | $15,000 | |
| Drive a Senior-Austin TX | ||||||||
| 2601 EXPOSITION BLVD | Austin | TX | 78703 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,500 | |
| Health Alliance For Austin Musicians | ||||||||
| 3036 S 1ST STREET | Austin | TX | 78704 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Rec Room Arts | ||||||||
| 100 JACKSON STREET UNIT 130C | Houston | TX | 77002 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Delta Kilo Foundation | ||||||||
| 15217 PEBBLE FALLS | San Antonio | TX | 78232 | NONE | EXEMPT | UNRESTRICTED GRANT | $100,000 | |
| Great Springs Project | ||||||||
| P O BOX 12331 | Austin | TX | 78711 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Interfaith Welcome Coalition | ||||||||
| 300 BUSHNELL | San Antonio | TX | 78212 | NONE | EXEMPT | UNRESTRICTED GRANT | $5,000 | |
| Texas Tribal Buffalo Project | ||||||||
| 2463 FM 1296 | Waelder | TX | 78959 | NONE | EXEMPT | UNRESTRICTED GRANT | $10,000 | |
| Art Guild of Fayetteville Texas | ||||||||
| 114 N LIVE OAK ST | Fayetteville | TX | 78940 | NONE | EXEMPT | UNRESTRICTED GRANT | $7,000 | |
| The Trail Conservancy | ||||||||
| P O BOX 5195 | Austin | TX | 78763 | NONE | EXEMPT | UNRESTRICTED GRANT | $12,500 | |
| EADO Boxing Club | ||||||||
| 2817 GULF FREEWAY SUITE A | Houston | TX | 77003 | NONE | EXEMPT | UNRESTRICTED GRANT | $2,500 | |
| Immigrant Legal Resource Center | ||||||||
| 1458 HOWARD STREET | San Francisco | CA | 94103 | NONE | EXEMPT | UNRESTRICTED GRANT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,752,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $700,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,951 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $749,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $749,830 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,150 | Amt |
| Net Investment Income | $575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $575 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (34 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $288,003 | $282,560 |
| ADOBE SYS INC | $305,171 | $294,778 |
| AMAZON.COM INC | $295,557 | $293,568 |
| AMERICAN EXPRESS CO | $307,717 | $289,533 |
| APPLE INC | $302,599 | $292,366 |
| BANK AMER CORP MTN | $296,397 | $291,815 |
| BERKSHIRE HATHAWAY IN | ||
| CHEVRON CORP | ||
| CISCO SYSTEMS INC | $295,752 | $290,521 |
| CITIGROUP INC | $317,656 | $292,960 |
| COCA-COLA CO | $292,044 | $287,093 |
| CONOCOPHILLIPS CO | $284,015 | $292,536 |
| EXXON MOBIL CORP | $300,000 | $298,529 |
| GOOGLE INC | $301,837 | $298,974 |
| HSBC USA INC | $300,336 | $297,213 |
| IBM CORP | ||
| JPMORGAN CHASE & CO | ||
| LOWES COS INC | $301,031 | $292,494 |
| MEDTRONIC INC | ||
| MERCK & CO INC | ||
| MICROSOFT CORP | $286,413 | $285,886 |
| ORACLE CORP | ||
| PEPSICO INC | $300,208 | $299,058 |
| PHILIP MORRIS INTL IN | ||
| RABOBANK NEDERLAND | ||
| ROCHE HLDGS INC 144A | $247,900 | $246,635 |
| ROYAL BK CDA GMTN | ||
| STATE STREET CORP | $315,285 | $294,356 |
| STATOIL ASA | $291,218 | $299,665 |
| TORONTO-DOMINION BANK MTN | $300,869 | $284,016 |
| TOYOTA MOTOR CR MTN | ||
| WAL-MART INC | $197,020 | $195,678 |
| WALT DISNEY CO | $303,283 | $292,982 |
| WELLS FARGO & CO MTN | $307,348 | $293,512 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (75 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABBVIE INC | AT COST | $130,292 | $371,928 |
| ALPHABET INC CL A | AT COST | $69,919 | $768,295 |
| ALPHABET INC CL C | AT COST | $52,880 | $589,087 |
| AMAZON.COM INC | AT COST | $132,462 | $1,367,460 |
| AMERICAN EXPRESS CO | AT COST | $175,310 | $562,020 |
| AMERICAN INTL GROUP INC | AT COST | $157,893 | $264,225 |
| AMERICAN TOWER CORP REIT | AT COST | $149,405 | $259,056 |
| AMGEN INC | AT COST | $42,892 | $230,416 |
| AON PLC | AT COST | $42,419 | $87,306 |
| APPLE INC | AT COST | $31,399 | $2,812,093 |
| BANK OF AMERICA CORP | AT COST | $77,900 | $84,175 |
| BECTON DICKINSON & CO | AT COST | $120,915 | $219,447 |
| BERKSHIRE HATHAWAY INC CL B | AT COST | $84,178 | $142,664 |
| BOEING CO | AT COST | $110,130 | $312,792 |
| BOOKING HOLDINGS INC | AT COST | $145,614 | $425,666 |
| BRISTOL-MYERS SQUIBB CO | AT COST | $165,054 | $164,192 |
| CANADIAN PACIFIC RAILWAY LTD | AT COST | $285,918 | $825,465 |
| CAPITAL ONE FINANCIAL CORP | AT COST | $161,426 | $314,688 |
| CHEVRON CORPORATION | AT COST | $148,136 | $313,236 |
| CHUBB LIMITED | AT COST | $76,566 | $113,000 |
| CISCO SYSTEMS INC | AT COST | $117,696 | $242,496 |
| COMCAST CORPORATION CL A | AT COST | $137,376 | $157,860 |
| CORNING INC | AT COST | $130,139 | $274,050 |
| COSTCO WHOLESALE CORP NEW | AT COST | $141,971 | $792,096 |
| DISNEY (WALT) COMPANY HOLDING | AT COST | $57,597 | $257,056 |
| DUKE ENERGY CORP | AT COST | $52,925 | $97,040 |
| DUPONT DE NEMOURS INC | AT COST | $64,224 | $126,165 |
| EATON CORP PLC | AT COST | $108,252 | $505,722 |
| EBAY INCORPORATED | AT COST | $134,731 | $183,204 |
| EMERSON ELECTRIC CO | AT COST | $107,128 | $291,990 |
| F&G ANNUITIES & LIFE INC | |||
| FIRSTENERGY CORP | AT COST | $119,629 | $146,640 |
| FNF GROUP TRACKING STOCK | AT COST | $86,800 | $168,366 |
| HARDING LOEVNER EMERGING MKTS | AT COST | $200,000 | $170,574 |
| HARDING LOEVNER INTL EQ FD INS | AT COST | $482,220 | $695,201 |
| HOME DEPOT INC | AT COST | $75,777 | $866,375 |
| INGREDION INC | AT COST | $51,325 | $43,412 |
| INTUITIVE SURGICAL INC | AT COST | $10,205 | $303,624 |
| ISHARES COHEN AND STEERS REIT | AT COST | $334,999 | $468,665 |
| JOHNSON & JOHNSON COM | AT COST | $114,918 | $313,480 |
| JPMORGAN CHASE & CO | AT COST | $41,718 | $170,100 |
| KELLOGG CO | |||
| KEYCORP | AT COST | $72,650 | $57,600 |
| LAZARD INTL EQTY PORT-INSTL | AT COST | $608,701 | $542,867 |
| MASTERCARD INC CL A | AT COST | $138,519 | $639,765 |
| MEDTRONIC PLC | AT COST | $169,374 | $188,980 |
| META PLATFORMS INC | AT COST | $91,278 | $614,475 |
| MICROSOFT CORP | AT COST | $146,477 | $1,947,511 |
| NETFLIX INC | AT COST | $58,294 | $97,376 |
| NORFOLK SOUTHERN CORP | AT COST | $60,467 | $283,656 |
| NOVARTIS AG ADR | AT COST | $128,767 | $279,687 |
| NUCOR CORP | AT COST | $83,151 | $261,060 |
| PAYPAL HLDGS INC | AT COST | $145,559 | $202,653 |
| PEPSICO INC | AT COST | $28,787 | $101,904 |
| PFIZER INC | AT COST | $144,441 | $201,530 |
| PIONEER NATURAL RESOURCES CO | AT COST | $157,957 | $202,392 |
| PROCTER & GAMBLE CO | AT COST | $69,829 | $219,810 |
| SALESFORCE INC | AT COST | $137,616 | $671,007 |
| SCHWAB CHARLES CORP | AT COST | $77,420 | $206,400 |
| SERVICENOW INC | AT COST | $132,933 | $1,058,322 |
| SHERWIN-WILLIAMS CO | AT COST | $147,237 | $421,065 |
| STARBUCKS CORP | AT COST | $50,647 | $480,050 |
| T ROWE PRICE INTL DISC FD INST | AT COST | $314,947 | $509,604 |
| THE HERSHEY COMPANY | AT COST | $28,950 | $149,152 |
| TYSON FOODS INC CLASS A | AT COST | $128,142 | $96,750 |
| VALERO ENERGY CORP NEW | AT COST | $132,904 | $273,000 |
| VANGUARD SM CAP GROWTH ADM | AT COST | $193,104 | $402,008 |
| VERIZON COMMUNICATIONS | AT COST | $149,278 | $180,960 |
| VICTORY SMALL CO OPP FUND | AT COST | $181,290 | $207,526 |
| VISA INC CL A | AT COST | $92,162 | $1,164,285 |
| WALGREENS BOOTS ALLIANCE INC | AT COST | $82,631 | $26,110 |
| WALMART INC | AT COST | $71,151 | $236,475 |
| WEYERHAEUSER CO REIT | AT COST | $112,025 | $114,741 |
| ZOETIS INC | AT COST | $113,787 | $710,532 |
| KELLANOVA | AT COST | $86,438 | $100,638 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSE | Desc |
| Revenue And Expenses Per Books | $653 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $653 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 FEDERAL ESTIMATES | CategoryTxt |
| Amt | $2,201 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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