2022-11-04T15:11:21-05:00 2021-12-31 Southern Wealth Management LLP 1826 N Loop 1604 W Suite 260 San Antonio TX 78248 990PF 2021-01-01 274252565 The Terry and Regina Armstrong Family Charitable Foundation % RICHARD W JONES TERR 2104027200 1826 N Loop 1604 W Suite 260 San Antonio TX 78248 CHERYL LYNN ARMSTRONG REMMERT DIRECTOR 2104027200 2022-11-03 true CHERYL LYNN ARMSTRONG REMMERT XXX-XX-XXXX Michael L Olson P00284062 2104027200 2022-11-02 X 2 2021 2022-09-23 18:48:47Z X 6193300 X 0 X 144038 144038 446170 759216 446170 459 459 590667 590667 0 17600 17600 0 0 24053 24053 5146 2936 46799 44589 0 0 270000 270000 316799 44589 0 270000 273868 546078 73217 56186 56186 0 6315 4105 4105 4486527 4779175 6133009 4566059 4839466 6193300 0 0 0 X 4565598 4839466 4565598 4839466 4565598 4839466 4565598 273868 4839466 4839466 SCHWAB #990 - PUBLICLY TRADED SECURITIES 2021-12-31 206210 51876 154334 154334 SCHWAB #692 - PUBLICLY TRADED SECURITIES 2021-12-31 300054 206396 93658 93658 SCHWAB #217 - PUBLICLY TRADED SECURITIES 2021-12-31 3542 4069 -527 -527 SCHWAB #217 - PUBLICLY TRADED SECURITIES 2021-12-31 64622 50705 13917 13917 SCHWAB #217 - MISC BASIS ADJUSTMENT 2021-12-31 1267 0 1267 1267 CAPITAL GAIN DIVIDENDS P 183521 CAPITAL GAIN DIVIDENDS P 183521 CAPITAL GAIN DIVIDENDS P 183521 CAPITAL GAIN DIVIDENDS P 183521 CAPITAL GAIN DIVIDENDS P 183521 446170 7590 7590 7590 4105 0 12000 16105 8515 8515 false false false false false false false true true TX true false false false false true RICHARD W JONES 2104027200 1826 N LOOP 1604 W STE 260 San Antonio TX 78248 false false false false false false false false false false false false false false false false false false false false false false Lisa Renee Armstrong 1826 N Loop 1604 W Ste 260 San Antonio TX 78248 Part-time Director 0 0 0 0 Cheryl Lynn Armstrong Remmert 1826 N Loop 1604 W Ste 260 San Antonio TX 78248 Part-time Director 0 0 0 0 5988257 234638 0 6222895 0 6222895 93343 6129552 306478 306478 7590 7590 298888 298888 298888 270000 0 0 0 0 270000 298888 268718 2019 2018 2017 0 0 270000 268718 1282 0 0 0 0 297606 0 0 REGINA ARMSTRONG X Children's Bereavement Center of South Texas 205 W Olmos Dr San Antonio TX 78212 NONE PC GENERAL FUND 30000 CIBOLO NATURE CENTER 140 CITY PARK ROAD BOERNE TX 78006 NONE PC GENERAL FUND 40000 COMMUNITY PARTNERS 1000 NORTH ALAMEDA STREET SUITE 24 LOS ANGELES CA 90012 NONE PC GENERAL FUND 10000 MEALS ON WHEELS OF SAN ANTONIO 4306 NW LOOP 410 SAN ANTONIO TX 78229 NONE PC GENERAL FUND 5000 NATIONAL PARKINSON FOUNDATION 200 SE 1ST STREET SUITE 800 MIAMI FL 33131 NONE PC GENERAL FUND 5000 NORTH HAVEN HISTORICAL SOCIETY PO BOX 322 NORTH HAVEN ME 04853 NONE PC GENERAL FUND 5000 URBAN ROOTS 4900 GONZALES STREET AUSTIN TX 78702 NONE PC GENERAL FUND 25000 THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S PO BOX 4777 GRAND CENTRAL STATION NEW YORK NY 101634777 NONE PC GENERAL FUND 5000 PUBLICOLOR 20 WEST 36TH STREET 9TH FLOOR NEW YORK NY 10018 NONE PC GENERAL FUND 10000 SNIPSA PO Box 90325 San Antonio TX 78209 NONE PC GENERAL FUND 7500 Society for Animal Rescue & Adoption (SARA) PO Box 813 Seguin TX 781560813 NONE PC GENERAL FUND 7500 North Haven Conservation Partners PO Box 336 North Haven ME 04853 NONE PC GENERAL FUND 5000 Waterman's Community Center PO Box 526 North Haven ME 04853 NONE PC GENERAL FUND 5000 MAYO CLINIC 200 First Street SW Rochester MN 55905 NONE PC GENERAL FUND 7500 SA2020 123 HEIRMAN SAN ANTONIO TX 78205 NONE PC GENERAL FUND 2100 SAY SI 1310 S Brazos Street SAN ANTONIO TX 78207 NONE PC GENERAL FUND 2100 TRELLIS 711 W 17TH STREET SUITE E5 COSTA MESA CA 92627 NONE PC GENERAL FUND 7500 Open TRAIL Ranch 28710 Boerne Stage Road Boerne TX 78006 none PC general fund 10000 Carmel Union Church 10 church street Carmel ME 04419 none PC general fund 10000 Life is Good Playmakers 51 Melcher Street Boston MA 02210 none PC general fund 7000 DIRECT RELIEF 6100 Wallace Becknell Road Santa Barbara CA 93117 NONE PC GENERAL FUND 25000 DOWNTOWN WOMEN'S CENTER 442 S San Pedro Street Los Angeles CA 90013 NONE PC GENERAL FUND 7500 THE LOVELAND FOUNDATION 320 7TH AVENUE 263 BROOKLYN NY 11215 NONE PC GENERAL FUND 5000 SAN ANTONIO FOOD BANK 5200 Enrique M Barrera Pkwy San Antonio TX 78227 NONE PC GENERAL FUND 7100 CHILD ADVOCATES OF SAN ANTONIO 1956 S WW WHITE RD SAN ANTONIO TX 78222 NONE PC GENERAL FUND 2100 MARTINEZ STREET WOMEN'S CENTER 801 N OLIVE ST SAN ANTONIO TX 78202 NONE PC GENERAL FUND 2100 SAMMINISTRIES 1919 NW LOOP 410 STE 100 SAN ANTONIO TX 78213 NONE PC GENERAL FUND 5000 Wounded Warrior Project 12672 Silicon Dr Suite 105 San Antonio TX 78249 NONE PC GENERAL FUND 10000 270000 14 144038 18 446170 OTHER INCOME 459 590667 590667 false false false false false false false false false false PROFESSIONAL FEES 17600 17600 SCHWAB #692 3897994 4292061 SCHWAB #990 447138 1382447 SCHWAB #217 434043 458501 OTHER INCOME 459 459 OTHER LIABILITIES 0 ADVISORY FEES 24053 24053 FOREIGN TAX 2936 2936 TAX ON INVESTMENT INCOME 2210