2024-10-15T14:54:55-05:00 2023-11-30 751553739 SOUTHWEST BUSINESS CORPORATION 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 990PF 2022-12-01 200511684 SWBC FOUNDATION SWBC 2103217213 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 LISA W WILSON DIRECTOR 2103217213 2024-10-15 1 1 LISA W WILSON P01482250 2103217213 2024-10-15 2022 2024-10-15 13:58:12Z X 21628478 X 25000 596513 589263 7250 366597 4171737 366597 3582 3582 0 991692 959442 7250 0 0 0 0 185794 72911 0 112882 17518 7518 0 0 156493 155356 1137 0 359805 235785 1137 112882 995332 995332 1355137 235785 1137 1108214 -363445 723657 6113 663431 584719 584719 17311 27895 17311 17311 15079536 14692755 17912002 3329307 3248771 3114446 19100169 18543556 21628478 65045 520000 402460 585045 402460 X 18515124 18141096 18515124 18141096 19100169 18543556 18515124 -363445 0 18151679 10583 18141096 FROST TRUST INVESTMENT ST COVERED 2023-11-30 329393 343752 -14359 -14359 BANK OF AMERICA INVESTMENT ST COVERED 2023-11-30 212915 203998 8917 8917 FIDELITY #0850 INVESTMENT ST COVERED 2023-11-30 96375 110577 -14202 -14202 FIDELITY #9700 INVESTMENT ST COVERED 2023-11-30 61928 64888 -2960 -2960 GS GANNETT WELSH INVESTMENT ST COVERED 2023-11-30 6209 8036 -1827 -1827 GS LARGE CAP GROWTH INVESTMENT ST COVERED 2023-11-30 56249 54099 2150 2150 GS LARGE CAP VALUE INVESTMENT ST COVERED 2023-11-30 300816 303667 -2851 -2851 GS YACKTMAN INVESTMENT ST COVERED 2023-11-30 46687 42059 4628 4628 GS PCS INVESTMENT ST COVERED 2023-11-30 17522 21789 -4267 -4267 FROST TRUST INVESTMENT LT COVERED 2023-11-30 660127 600139 59988 59988 BANK OF AMERICA INVESTMENT LT COVERED 2023-11-30 983191 946226 36965 36965 FIDELITY #0850 INVESTMENT LT COVERED 2023-11-30 438477 379867 58610 58610 GS ADVISORY INVESTMENT LT COVERED 2023-11-30 2000 2276 -276 -276 GS GANNETT WELSH INVESTMENT LT COVERED 2023-11-30 47780 41017 6763 6763 GS LARGE CAP GROWTH INVESTMENT LT COVERED 2023-11-30 153081 128272 24809 24809 GS LARGE CAP VALUE INVESTMENT LT COVERED 2023-11-30 309552 318405 -8853 -8853 GS YACKTMAN INVESTMENT LT COVERED 2023-11-30 221440 139237 82203 82203 GS PCS INVESTMENT LT COVERED 2023-11-30 103775 88161 15614 15614 GS ADVISORY INVESTMENT LT NONCOVERED 2023-11-30 7000 8675 -1675 -1675 CAPITAL GAIN DISTRIBUTIONS 2023-11-30 117220 117220 117220 366597 -24771 10059 0 10059 0 10059 27311 0 0 0 27311 0 17252 17252 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 1 WWW.SWBC.COM LISA W WILSON 2103217213 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 782164459 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES E AMATO 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 DIRECTOR 2.00 0 0 0 GARY L DUDLEY 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 DIRECTOR 2.00 0 0 0 LISA W WILSON 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 DIRECTOR 12.00 0 0 0 NONE 0 NONE 0 NONE 0 0 0 21058316 256380 0 21314696 0 0 21314696 319720 20994976 1049749 1049749 10059 10059 1039690 0 1039690 0 1039690 1108214 0 1108214 1039690 1062743 2020 2019 2018 0 0 1108214 1062743 0 0 45471 0 0 0 0 0 0 0 0 994219 0 0 0 LISA W WILSON 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 2103217213 LWILSON@SWBC.COM APPLICATION FORMS AND COPY OF ORGANIZATION EXEMPTION LETTER FROM IRS ROLLING QUARTERLY DEADLINE NONE JEWISH FAMILY SERVICES OF SAN ANTONIO TEXAS INC 12500 NW MILITARY HIGHWAY SUITE 250 SAN ANTONIO TX 78231 NC TO SUPPORT THE JEWISH FAMILY SERVICES OF SAN ANTONIO MISSION TO ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES OF ALL AGES, FAITHS, AND BACKGROUNDS IN SAN ANTONIO AND THE SUPPORTING AREA. 100000 CHABAD LUBAVITCH OF SOUTH TEXAS INC 14535 BLANCO RD SAN ANTONIO TX 78216 NC TO SUPPORT THE CHANUKAH ON THE RIVER CELEBRATION FOR THE SAN ANTONIO COMMUNITY. 16000 OCCU FOUNDATION 2880 CHAD DR EUGENE OR 97408 NC TO SUPPORT THEIR MISSION DEDICATED TO IMPROVE THE LIVES OF MEMBERS IN THE COMMUNITY THROUGH THE SUPPORT OF EDUCATIONAL PROGRAMS, FINANCIAL LITERACY, AND COMMUNITY HEALTH AND SAFETY. 10000 AMERICAN HEART ASSOCIATION 8415 WURZBACH RD SAN ANTONIO TX 78229 NC TO SUPPORT THE MISSION OF THE AMERICAN HEART ASSOCIATION TO FUND CARDIOVASCULAR MEDICAL RESEARCH, EDUCATE CONSUMERS ON HEALTH LIVING, AND FOSTER APPROPRIATE CARDIAC CARE IN AN EFFOR TO REDUCE DISABILITY AND DEATHS CAUSED BY CARDIOVASCULAR DISEASE AND STROKE. 50000 BEXAR COUNTY PERFORMING ARTS CENTER FOUNDATION 115 AUDITORIUM CIRCLE SAN ANTONIO TX 78205 NC TO HELP SUPPORT THEIR MISSION TO PROVIDE A DIVERSE RANGE OF CULTURAL, EDUCATIONAL, AND ARTISTIC EXPERIENCES THAT IMPROVE THE QUALITY OF LIFE IN SAN ANTONIO AND THE REGION. 44000 BEXAR COUNTY PERFORMING ARTS CENTER FOUNDATION 115 AUDITORIUM CIRCLE SAN ANTONIO TX 78205 NC TO SUPPORT THE TOBIN CENTER FOR PERFORMING ARTS WOLF TRAP EDUCATIONAL PROGRAM. 25000 ST PETER - ST JOSEPH CHILDRENS HOME 919 MISSION ROAD SAN ANTONIO TX 78210 NC TO HELP SUPPORT THEIR MISSION TO PROVIDE A SAFE AND LOVING REFUGE FOR CHILDREN IN CRISIS AND TO ACCOMPANY THEM ON THEIR JOURNEY TO HEALING AND WHOLENESS, BREAKING THE CYCLE OF ABUSE AND NEGLECT ONE CHILD AT A TIME. 50000 SIGMA PHI EPSILON EDUCATIONAL FOUNDATION 310 SOUTH ARTHUR ASHE BOULEVARD RICHMOND VA 23220 NC TO SUPPORT THE MENTAL HEALTH AND WELLNESS INITIATIVE WHICH AIMS TO BETTER IDENTIFY, INTERVENE, SUPPORT AND RESPOND TO THE MENTAL HEALTH CONCERNS FACING UNDERGRADUATE MEMBERS. 50000 ST MARYS UNIVERSITY OF SAN ANTONIO ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 NC TO SUPPORT THE "NELSON WOLFF DISTINGUISHED SERVICE PROFESSOR" ENDOWMENT WHICH AIMS TO PREPARE THE FUTURE GENERATIONS OF LEADERS. 100000 WITTE MUSEUM 3801 BROADWAY SAN ANTONIO TX 78209 NC TO SUPPORT THE "LAND STEWARDSHIP AMBASSADORS" PROGRAM WHICH AIMS TO BRING AWARENESS TO LAND STEWARDSHIP PRINCIPLES, PROMOTING CIVIC ENGAGEMENT, AND INSPIRING STUDENTS TO OBTAIN CAREERS IN LAND STEWARDSHIP. 166666 BRACKENRIDGE PARK CONSERVANCY PO BOX 6311 SAN ANTONIO TX 78209 NC TO SUPPORT THE "ARCH REVEAL AND RACEWAY" INFRASTRUCTURE IMPROVEMENT WHICH WILL ALLOW BRACKENRIDGE PARK TO LOOK TO THE FUTURE WHILE HONORING THE PAST. 166666 NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION 1717 E RANDOL MILL ROAD ARLINGTON TX 76011 NC TO HELP SUPPORT THEIR MISSION TO PRESERVE AND PRESENT THE EXTRAORDINARY STORIES OF THE MEDAL OF HONOR RECIPIENTS. 150000 MBA OPEN DOORS FOUNDATION 1919 M STREET NW 5TH FLOOR WASHINGTON DC 20036 NC TO UNDERWRITE THE PROGRAM THAT PROVIDES MORTGAGE AND RENTAL ASSISTANCE GRANTS TO FAMILIES WITH CRITICALLY ILL OR INJURED CHILDREN. 25000 SA TALENT INC 112 E PECAN ST SAN ANTONIO TX 78205 NC TO SUPPORT THE MISSION OF SA TALENT TO EDUCATE AND DEVELOP YOUTH AND ADULTS INTO THE TALENT NEEDS OF SAN ANTONIO'S CURRENT AND FUTURE EMPLOYERS 25000 UNITED WAY OF SAN ANTONIO & BEXAR COUNTY 700 S ALAMO ST SAN ANTONIO TX 78205 NC TO SUPPORT THE WOMEN UNITED PROGRAM AND UNDERWRITE A "CHILD CARE SCHOLARSHIP" WHICH AIMS TO COVER THE MAJORITY OF COSTS FOR QUALITY CHILDCARE FOR PARENTS PURSUING A DEGREE FOR THE FIRST TIME. 12000 THE CHARITY BALL ASSOCIATION OF SAN ANTONIO PO BOX 6708 SAN ANTONIO TX 78209 NC TO HELP SUPPORT THE CHILDREN'S CHARITIES THAT THE CHARITY BALL ASSOCIATION EVALUATES AND FUNDS. 5000 995332 0 14 596513 14 3582 18 366597 0 966692 0 966692 0 0 0 0 0 0 0 0 0 0 X X 1 SWBC MORTGAGE CORPORATION 9311 SAN PEDRO AVE STE 100 SAN ANTONIO TX 78216 25000 X ACCOUNTING FEES 185794 72911 0 112882 NONE 0 PART VI-B, QUESTION 1A(3) PART VI-B, QUESTION 1A(3):SWBC FOUNDATION ACCEPTED SERVICES AND FACILITIES FROM SOUTHWEST BUSINESS CORPORATION,EIN 75-1553739, A DISQUALIFIED PERSON, DURING THE YEAR.HOWEVER, UNDER REGULATION 53.4941(D)-2(D)(3), A DISQUALIFIED PERSON FURNISHING GOODS, SERVICES, ORFACILITIES TO THE FOUNDATION WITHOUT CHARGE IS NOT AN ACT OF SELF-DEALING. PART VI-B, QUESTION 1A(4) PART VI-B, QUESTION 1A(4):SWBC FOUNDATION REIMBURSES SOUTHWEST BUSINESS CORPORATION, EIN 75-1553739, FOR THE FAIR MARKET VALUE COST OFACCOUNTING AND MANAGEMENT SERVICES, WHICH ARE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF SWBC FOUNDATION. FROST TRUST 1865462 1739384 US TRUST (BOA) 1383309 1375062 FROST TRUST 2995172 3638639 BANK OF AMERICA 4958197 6287201 FIDELITY #0850 1382595 1739999 FIDELITY #9700 2178240 2301772 GS ADVISORY 297974 249412 GS BROKERAGE 7911 7911 GS GANNETT WELSH 197384 248345 GS LARGE CAP GROWTH 470473 719307 GS LARGE CAP VALUE 890535 962735 GS PCS 446142 640251 GS YACKTMAN 868132 1116430 PRIOR YEAR ADJUSTMENTS 10583 ADR FEES 898 898 0 0 INVESTMENT FEES 155595 154458 1137 0 OTHER INCOME 3582 3582 0 SWBC MORTGAGE 9311 SAN PEDRO AVE STE 100 SAN ANTONIO TX 78216 FOREIGN TAXES PAID 6294 6294 0 0 RECLAIMABLE FOREIGN TAXES 1224 1224 0 0 TAX PAYMENT 10000 0 0 0