2024-12-19T16:22:43-06:00 2024-08-31 ERNST & YOUNG US LLP 111 W Houston St Ste 1901 SAN ANTONIO TX 78205 990 2023-09-01 476243624 THE WOLTERS CHARITABLE TRUST #51548 % FROST BANK WOLT 2102204438 C/O FROST BANK PO DRAWER 2950 SAN ANTONIO TX 782992950 DEBBIE BROEMSEN Trustee 2102204438 2024-12-18 true true Melva Scott P01207335 2102289696 2024-12-18 2023 2024-10-15 13:58:12Z DEBBIE BROEMSEN C/O FROST BANK PO DRAWER 2950 SAN ANTONIO TX 782992950 943092 false X N/A X 2002 TX THE PRIMARY EXEMPT PURPOSE OF THE WOLTERS CHARITABLE TRUST IS TO PROVIDE SUPPORT TO CHARITABLE ORGANIZATIONS SPECIFIED UNDER THE WILL OF ETHEL WOLTERS. 1 0 0 0 0 0 0 0 156354 217107 127795 81727 284149 298834 143247 176065 0 0 20648 21553 0 0 0 12256 13020 176151 210638 107998 88196 2957739 3045935 0 0 2957739 3045935 AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THIS ORGANIZATION SUPPORTS CHARITABLE ORGANIZATIONS SPECIFIED UNDER THE WILL OF ETHEL WOLTERS (FIRST UNITED METHODIST CHURCH AND CITY OF SHINER). false false 127837 111984 FIRST UNITED METHODIST CHURCH 73152 64081 CITY OF SHINER 200989 true false false false false false false false true false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true true true true true true false false false X FROST BANK 2102204438 PO DRAWER 2950 ATTN DEBBIE BROEM SAN ANTONIO TX 78299 FROST BANK TRUSTEE DEBBIE BROEMSEN, ADMINISTRATOR 40.0 0.0 X 27283 0 0 27283 0 0 0 false false false NONE 0 0 0 113919 113919 0 81727 81727 0 0 0 743277 4169 644258 99019 4169 103188 103188 0 0 0 0 0 0 0 0 0 0 298834 298834 176065 176065 0 0 0 21553 21553 0 0 0 0 0 0 0 0 0 6742 3371 3371 0 0 0 5729 0 5729 0 72 0 72 0 0 0 0 0 0 0 0 0 0 0 0 0 FOREIGN TAX WITHHOLDING 477 0 477 0 210638 200989 9649 0 X 0 0 261749 280822 0 0 8655 8655 0 0 0 0 0 0 0 0 0 0 0 0 2687335 2756458 0 0 0 0 0 0 0 0 2957739 3045935 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2957739 3045935 0 0 0 0 2957739 3045935 2957739 3045935 88196 X false false false X X 2 FIRST UNITED METHODIST CHURCH - SHINER TEXAS 742293187 1 true 111984 0 CITY OF SHINER - SHINER TEXAS 746002292 6 true 64081 0 2 176065 true false false false false false false false false false false false false false false true false true 0 4310 0 0 223936 195646 223936 199956 0 0 0 0 9045 9649 214891 190307 2904303 3417732 191276 153481 585477 585477 3681056 4156690 0 0 3681056 4156690 55216 62350 3625840 4094340 126904 143302 0 126904 143302 214891 182657 126904 182657 0 182657 176065 0 24924 0 0 0 200989 200989 182657 110.0363 182657 0 0 0 0 0 97060 97060 0 97060 0 0 200989 0 85597 115392 0 0 115392 0 0 0 0 115392 FORM 990, SCHEDULE A, PART IV, SECTION D 2. THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY PARTICIPATING IN REGULAR COMMUNICATIONS. THERE IS A STRONG WORKING RELATIONSHIP BETWEEN THE TRUSTEE AND AN OFFICER OF THE SUPPORTED ORGANIZATIONS. THE TRUSTEE IS RESPONSIVE TO THE NEEDS OF ALL THE SUPPORTED ORGANIZATIONS. FORM 990, SCHEDULE A, PART IV, SECTION D 3. THE SUPPORTED ORGANIZATIONS PARTICIPATE IN REGULAR COMMUNICATIONS WITH THE TRUSTEE OF THE ORGANIZATION REGARDING THE SUPPORTED ORGANIZATION'S PROJECTED NEEDS. THE SUPPORTED ORGANIZATIONS ALSO PROVIDE SUGGESTIONS TO THE TRUSTEE REGARDING THE ORGANIZATION'S USE OF ASSETS, INCLUDING TIMING OF GRANTS AND MANNER OF MAKING GRANTS. IN ADDITION, THE TRUSTEE REGULARLY COMMUNICATES WITH THE SUPPORTED ORGANIZATIONS REGARDING INVESTMENTS, DISTRIBUTION PLANS, AND OTHER SIMILAR MATTERS. 2957739 298834 176065 24924 9649 3045935 2849741 284149 143247 23859 9045 2957739 2770638 227346 114455 24732 9056 2849741 2626057 255552 78088 14434 18449 2770638 2572089 169832 89954 12810 13100 2626057 0.00000 1.00000 0.00000 false false PART V, LINE 4 AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THIS ORGANIZATION SUPPORTS FIRST UNITED METHODIST CHURCH AND CITY OF SHINER. false FIRST UNITED METHODIST CHURCH PO BOX 122 SHINER TX 77984 742293187 501(c)(3) 111984 NONE NONE CHARITABLE CITY OF SHINER PO BOX 308 SHINER TX 77984 746002292 501(c)(3) 64081 NONE NONE CHARITABLE 2 0 PART I, LINE 2 PER THE GOVERNING INSTRUMENT, THE TRUST IS REQUIRED TO DISTRIBUTE ITS INCOME ANNUALLY IN SUPPORT OF THE NAMED BENEFICIARIES AS FOLLOWS: 62.5% TO FIRST UNITED METHODIST CHURCH AND 37.5% TO CITY OF SHINER. THE TRUSTEE WORKS WITH EACH NAMED BENEFICIARY TO ENSURE THAT THEY HAVE A SIGNIFICANT VOICE IN THE OPERATIONS OF THE TRUST. FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATOR FOR THE TRUST REVIEWS AND SIGNS FORM 990 AS REQUIRED BY INTERNAL BANK POLICIES. PART 990, PART VI, SECTION B, LINE 12C FROST BANK HAS WRITTEN CONFLICT OF INTEREST POLICIES THAT STATE ANY DECISION MADE MUST BE IN THE ACCOUNTS BEST INTEREST. BANK POLICY REQUIRES ALL OFFICERS AND DIRECTORS TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT OF INTEREST. NO TRANSACTION OF THIS NATURE WILL BE CONSUMMATED WITHOUT CONSULATION WITH COUNSEL AND THE PRIOR APPROVAL OF THE STATEWIDE TRUST INVESTMENT COMMITTEE OR THE TRUST ADMINISTRATIVE COMMITTEE. ANNUALLY EMPLOYEES ARE ASKED TO SIGN AN ATTESTATION CERTIFYING THEY ARE IN COMPLIANCE WITH THESE POLICIES. MONTHLY MONITORING OCCURS OF EMPLOYEE AND IMMEDIATE FAMILY BROKERAGE ACCOUNTS TO MONITOR FOR CONFLICT OF INTEREST. THE BANK INTERNAL POLICIES ARE REGULARLY AND CONSISTENTLY MONITORED FOR COMPLIANCE AND ENFORCEMENT BY INTERNAL AND EXTERNAL AUDITORS. FROST BANK HAS A WRITTEN WHISTLEBLOWER POLICY AND A WRITTEN DOCUMENT RETENTION AND DESTRUCTIONS POLICY. COMPENSATION FOR THE TRUSTEE IS EITHER SET BY THE GOVERNING DOCUMENT OR REFLECT CHARGES THAT ARE NORMAL AND CUSTOMARY AS ESTABLISHED BY THE BANK FOR SIMILAR ACCOUNTS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF FORM 1023, TRUST GOVERNING DOCUMENTS, TAX RETURNS, AND FINANCIAL REPORTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. A COPY OF THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FIRST UNITED METHODIST CHURCH PO BOX 122 SHINER TX 77984 742293187 RELIGIOUS TX 501(c)(3) 01 NA false CITY OF SHINER PO BOX 308 SHINER TX 77984 746002292 GOVERNMENT TX 501(c)(3) 06 NA false false true false false false false false false false false false false false false false false false false false FIRST UNITED METHODIST CHURCH B 111984 ACTUAL CASH CITY OF SHINER B 64081 ACTUAL CASH