2022-10-16T11:14:23-05:00 2021-11-30 SOUTHWEST BUSINESS CORPORATION 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 990PF 2020-12-01 200511684 SWBC FOUNDATION % LISA W WILSON SWBC 2103217213 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 LISA W WILSON DIRECTOR 2103217213 2022-10-16 true LISA W WILSON 999009999 LISA W WILSON DIRECTOR P01482250 2103217213 2022-10-16 2 2020 2022-09-23 18:48:47Z X 20962225 X 100000 428959 426478 2481 994228 3995140 994228 1523187 1420706 2481 0 145828 30992 0 114836 21115 6115 151749 151129 233 387 318692 188236 233 115223 741250 741250 1059942 188236 233 856473 463245 1232470 2248 495155 718038 718038 84877 0 84877 84877 11101255 11498413 17257063 3037055 2906287 2902247 14633465 15207615 20962225 0 145828 444923 410000 444923 555828 X 14188542 14651787 14188542 14651787 14633465 15207615 14188542 463245 14651787 14651787 FROST TRUST INVESTMENT ST COVERED P 2021-11-30 181353 180966 387 387 BANK OF AMERICA INVESTMENT ST COVERED P 2021-11-30 57 56 1 1 FIDELITY INVESTMENT ST COVERED P 2021-11-30 149623 157496 -7873 -7873 GS GANNETT WELSH INVESTMENT ST COVERED P 2021-11-30 16261 12108 4153 4153 GS LARGE CAP VALUE INVESTMENT ST COVERED P 2021-11-30 86497 68007 18490 18490 GS LARGE CAP GROWTH INVESTMENT ST COVERED P 2021-11-30 46167 38554 7613 7613 GS YACKMAN INVESTMENT ST COVERED P 2021-11-30 30862 21739 9123 9123 GS PCS INVESTMENT ST COVERED P 2021-11-30 23150 24796 -1646 -1646 FROST TRUST INVESTMENT LT COVERED P 2021-11-30 817245 498932 318313 318313 BANK OF AMERICA INVESTMENT LT COVERED P 2021-11-30 930928 723054 207874 207874 FIDELITY INVESTMENT LT COVERED P 2021-11-30 766299 639070 127229 127229 SWBC INVESTMENT SERVICES LT COVERED P 2021-11-30 173086 188033 -14947 -14947 GS GANNETT WELSH INVESTMENT LT COVERED P 2021-11-30 39353 22262 17091 17091 GS ADVISORY INVESTMENT LT COVERED P 2021-11-30 200000 192935 7065 7065 GS LARGE CAP GROWTH INVESTMENT LT COVERED P 2021-11-30 98523 49786 48737 48737 GS LARGE CAP VALUE INVESTMENT LT COVERED P 2021-11-30 111660 79969 31691 31691 GS YACKTMAN INVESTMENT LT COVERED P 2021-11-30 60009 38113 21896 21896 GS PCS INVESTMENT LT COVERED P 2021-11-30 106976 65036 41940 41940 GS GANNETT WELSH INVESTMENT LT NONCOVERED P 2021-11-30 4 4 4 CAPITAL GAIN DISTRIBUTIONS 2021-11-30 157087 157087 157087 994228 17131 17131 17131 45026 0 45026 27895 27895 false false false false false false false true true TX true false true false false true WWW.SWBC.COM LISA W WILSON 2103217213 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 782164459 false false false true true false false false false false false false false false false false false false false false false false false CHARLES E AMATO 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 DIRECTOR 2.0 0 0 0 GARY L DUDLEY 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 DIRECTOR 2.0 0 0 0 LISA W WILSON 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 DIRECTOR 12.0 0 0 0 0 0 20255955 248511 0 20504466 0 20504466 307567 20196899 1009845 1009845 17131 17131 992714 992714 992714 856473 0 0 0 0 856473 0 856473 992714 840790 2018 2017 2016 0 0 856473 840790 15683 0 0 0 0 977031 0 0 NA NA LISA W WILSON 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 2103217213 APPLICATION FORMS AND COPY OF ORGANIZATION EXEMPTION LETTER FROM IRS ROLLING QUARTERLY DEADLINE NONE SAM HOUSTON STATE UNIVERSITY 1905 UNIVERSITY AVE HUNTSVILLE TX 77340 NC TO SUPPORT THE CAPITAL CAMPAIGN FOR COLLEGE. 200000 UNITED WAY OF SAN ANTONIO & BEXAR COUNTY 700 S ALAMO ST SAN ANTONIO TX 78205 NC FUND ENDOWMENT, WHICH WILL ALLOW UNITED WAY TO FULFILL THEIR MISSION. 50000 CENTRO DE SALUD FAMILIAR LA FE INC 1314 E YANDELL DR EL PASO TX 79902 NC TO SUPPORT THEIR MISSION TO PROVIDE AFFORDABLE HEALTHCARE AND IMPROVE COMMUNITY CARE. 5000 JUNIOR ACHIEVEMENT OF SOUTH TEXAS 403 EAST RAMSEY RD STE 201 SAN ANTONIO TX 78216 NC TO SUPPORT THEIR MISSION TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 10000 CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS 205 W OLMOS DRIVE SAN ANTONIO TX 78212 NC CAPITAL CAMPAIGN TO EXPAND FACILITIES. 100000 LIFT FUND INC 2007 WEST MARTIN STREET SAN ANTONIO TX 78207 NC TO UNDERWRITE PROGRAMS TO PROVIDE MICRO-LENDING FOR UNDERSERVED COMMUNITIES. 50000 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 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 HEALTHY LIVING, AND FOSTER APPROPRIATE CARDIAC CARE IN AN EFFORT TO REDUCE DISABILITY AND DEATHS CAUSED BY CARDIOVASCULAR DISEASE AND STROKE. 60000 P16 PLUS COUNCIL OF GREATER BEXAR COUNTY 454 SOLEDAD STREET SUITE 101 SAN ANTONIO TX 78205 NC PROVIDE OPERATIONAL SUPPORT TO PROGRAMS THAT IMPROVE EDUCATIONAL SUCCESS FOR STUDENTS WITHIN BEXAR COUNTY. 20000 FEEDING AMERICA 5200 ENRIQUE M BARRERA PKWY SAN ANTONIO TX 78227 NC TO SUPPORT THE MISSION OF FEEDING AMERICA TO ADVANCE CHANGE IN AMERICA BY ENSURING EQUITABLE ACCESS TO NUTRITIOUS FOOD FOR ALL IN PARTNERSHIP WITH FOOD BANKS, SHELTERS, AND OTHER COMMUNITY BASED AGENCIES. 30000 ROADRUNNER FOUNDATION PO BOX 691148 SAN ANTONIO TX 78249 NC TO SUPPORT THE MISSION OF THE ROADRUNNER FOUNDATION IN THE DEVELOPMENT OF STUDENT-ATHLETES WITHIN THE CLASSROOM, COMPETITION, AND IN LIFE. COMPETITION, AND LIFE. 25000 TEXAS BUSINESS HALL OF FAME FOUNDATION 675 BERING DRIVE SUITE 200 HOUSTON TX 77057 NC TO SUPPORT THE MISSION IN RECOGNIZING THE ACCOMPLISHMENTS AND CONTRIBUTIONS OF OUR TEXAS LEADERS AND INSPIRE THE VALUES OF ENTREPRENEURIAL SPIRIT, PERSONAL INTEGRITY AND COMMUNITY LEADERSHIP IN FUTURE GENERATIONS OF TEXANS. 10000 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 NC TO SUPPORT THEIR MISSION TO FIND CURES AND ENSURE ACCESS TO TREATMENTS FOR BLOOD CANCER PATIENTS. 28750 LIGHTHOUSE FOR THE BLIND & VISION IMPAIRED 2305 ROOSEVELT AVE SAN ANTONIO TX 78210 NC TO SUPPORT MISSION OF ORGANIZATION DEDICATED TO EMPOWERING THE BLIND AND VISUALLY IMPAIRED. 2500 OPERATION HOMEFRONT 1355 CENTRAL PKWY S 100 SAN ANTONIO TX 78232 NC TO UNDERWRITE PROGRAMS ASSISTING MILITARY FAMILIES GOING THROUGH DIFFICULT PERIODS BY PROVIDING SHORT TERM NEEDS AND HELP TO PREVENT CHRONIC LONG TERM STRUGGLES. 10000 OCCU FOUNDATION INC 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. 5000 HEART GIFT FOUNDATION 3310 W BRAKER LN BLDG 2 STE 300 7 AUSTIN TX 78757 NC TO HELP FUND LIFESAVING HEART SURGERY TO CHILDREN FROM AROUND THE WORLD WHERE SPECIALIZED MEDICAL TREATMENT IS EITHER SCARCE OR NONEXISTENT. 20000 MBA OPEN DOORS FOUNDATION 1919 M STREET NW FLOOR 5 WASHINGTON DC 20036 NC TO UNDERWRITE THE PROGRAM THAT PROVIDES MORTGAGE AND RENTAL ASSISTANCE GRANTS TO FAMILIES WITH CRITICALLY ILL OR INJURED CHILDREN. 100000 BEXAR COUNTY PERFORMING ARTS CENTER FOUNDATION 100 AUDITORIUM CIR 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. 10000 741250 14 428959 18 994228 1423187 1423187 false false false false false false false false false false X X 1 SWBC MORTGAGE CORPORATION 9311 SAN PEDRO AVE STE 100 SAN ANTONIO TX 78216 100000 X ACCOUNTING FEES 145828 30992 114836 FROST TRUST - ATCH 1796758 1768516 US TRUST (BOA) - ATCH 1109529 1133731 FROST TRUST - ATCH 2727435 4616645 BANK OF AMERICA - ATCH 4355232 6394782 SWBC INVESTMENT SRVCS - ATCH 0 0 FIDELITY - ATCH 2143936 2903041 GS ADVISORY - ATCH 311295 306908 GS BROKERAGE - ATCH 47317 47317 GS GANNETT WELSH - ATCH 205558 326345 GS LARGE CAP GROWTH - ATCH 288818 528037 GS LARGE CAP VALUE - ATCH 291873 335067 GS PCS - ATCH 469943 732979 GS YACKTMAN - ATCH 657006 1065942 ADR FEES 697 697 MISCELLANEOUS FEES 7856 7856 ANALYSIS FEES 387 387 INVESTMENT FEES 142809 142576 233 Accrued Dividends SWBC MORTGAGE CORPORATION 9311 SAN PEDRO AVE STE 100 SAN ANTONIO TX 78216 FOREIGN TAXES PAID 5099 5099 RECLAIMABLE FOREIGN TAXES 1016 1016 TAX PAYMENT 15000