2022-11-14T19:28:01-06:00 2021-12-31 FORVIS LLP 2700 Post Oak Blvd Ste 1500 HOUSTON TX 77056 990PF 2021-01-01 741936869 Valley Baptist Legacy Foundation % KIMBERLY ANDERSON VALL 9563353044 1267 North Stuart Place Road Harlingen TX 78552 Kimberly Anderson CFO 9563353044 2022-11-15 true Kimberly Anderson XXX-XX-XXXX Amanda Maya P01067777 7134994600 2 2021 2022-09-23 18:48:47Z X 468788280 X 126437 9847233 9847233 23192441 98992527 23192441 113858 90044 33279969 33129718 389307 68533 301473 316094 20525 286362 101959 9240 92719 1680 48242 4299 41248 1174893 1174893 115651 497333 4630 46456 38539 40199 3413 27898 46157 1489 44405 2412 219 2193 474291 276141 172304 3246757 1563382 1015058 5864843 20143361 9111600 1563382 21158419 24168369 31566336 88684 86717 86717 6717451 10424829 10424829 0 7500 0 0 58548 50582 50582 14749332 16804822 16804822 278472002 304780153 304780153 68680637 62741188 62741188 41695761 60090452 60090452 951607 266667 708591 684940 684940 11582922 13124597 13124597 422761428 468788280 468788280 87859 206391 24642946 10573605 2228237 2114976 26959042 12894972 X 385711632 444018670 10090754 11874638 395802386 455893308 422761428 468788280 395802386 24168369 36027363 455998118 104810 455893308 US TRUST BOA - SEE ATTACHMENT D-1 P 22939927 18933246 4006681 4006681 US TRUST BOA - SEE ATTACHMENT D-2 P 38895560 30759443 8136117 8136117 UBS - SEE ATTACHMENT D-3 P 782020 726487 55533 55533 UBS - SEE ATTACHMENT D-4 P 34460817 25171645 9289172 9289172 UBS - BASIS ADJUSTMENT P 208836 -208836 -208836 HEALTH ENTERPRISE PARTNERS LP P 1645154 1645154 1645154 HEALTH ENTERPRISE PARTNERS LP P 2222 2222 2222 PRISA, LP P 183110 183110 183110 TIFF PE PARTNERS 2018, LP P 12940 12940 12940 TIFF PE PARTNERS 2018, LP P 40677 40677 40677 TIFF PE PARTNERS 2019, LP P 561 561 561 TIFF PE PARTNERS 2019, LP P 29489 29489 29489 TIFF PE PARTNERS 2020, LP P 429 -429 -429 23192441 438772 438772 438772 330147 0 115000 445147 6375 6375 false false false false false true true false true true TX true false false false false true www.vblf.org KIMBERLY ANDERSON 9563353044 1267 NORTH STUART PLACE ROAD HARLINGEN TX 78552 false false false false false false false false false false false false false false false false false false false false false false BILLY BRADFORD 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 KIMBERLY ANDERSON 1267 North Stuart Place Road Harlingen TX 78552 FINANCE DIRECTOR 40.0 180655 21662 0 JACK ABBOTT 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 BETH PACE 1267 North Stuart Place Road Harlingen TX 78552 CHAIRPERSON 1.0 0 0 0 JUDY QUISENBERRY 1267 North Stuart Place Road Harlingen TX 78552 EXECUTIVE DIRECTOR 40.0 208652 15859 0 BOB DUNCAN 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 JAMES CASTILLO MD 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 STEPHANIE JACKSON DDS 1267 North Stuart Place Road Harlingen TX 78552 SECRETARY 1.0 0 0 0 Rebekah Batot 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 Elsa Cardenas Hagan Ed D 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 Denise Almon 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 Alicia Noyola 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 Adela Valdez M D 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 Julio Cavazos 1267 North Stuart Place Road Harlingen TX 78552 VICE CHAIRPERSON 1.0 0 0 0 EVELYN CASTILLEJA GARZA 1267 NORTH STUART ROAD HARLINGEN TX 78552 GRANTS SPECIALIST 40.0 78454 12126 0 ALBERTO ESPINOZA 1267 NORTH STUART ROAD HARLINGEN TX 78552 EVAL SPECIALIST 40.0 84296 11580 0 MARI GALVAN 1267 NORTH STUART ROAD HARLINGEN TX 78552 PROGRAM ASSISTANT 40.0 35021 11891 0 BERNADETTE PEREZ 1267 NORTH STUART ROAD HARLINGEN TX 78552 GRANTS ASSISTANT 40.0 58719 10642 0 JUANITA REYES - ALMANZA 1267 NORTH STUART ROAD HARLINGEN TX 78552 ACCOUNTANT & HR PROF 30.0 59604 17582 0 UBS FINANCIAL SERVICES INC 1100 POYDRAS STREET STE 900 NEW ORLEANS LA 701630900 INVESTMENT BROKER 175683 BANK OF AMERICA PRIVATE BANK 300 COVENANT STREET 8TH FLOOR SAN ANTONIO TX 78205 INVESTMENT BROKER 999210 439681608 289815 11001251 450972674 0 450972674 6764590 444208084 22210404 22210404 438772 438772 21771632 21771632 21771632 21158419 0 0 0 0 21158419 21771632 1133435 2019 2018 2017 0 0 21158419 1133435 20024984 0 0 0 0 1746648 0 0 JUDY QUISENBERRY 1267 N STUART PLACE RD HARLINGEN TX 78552 9563353037 JUDY QUISENBERRY APPLICATION FORM AVAILABLE ON VALLEY BAPTIST LEGACY FOUNDATION WEBSITE INCLUDE 501(C)(3) DETERMINATION, PROGRAM BUDGET, 2 PRIOR YEAR FINANCIAL STATEMENTS, CURRENT YEAR BUDGET, AUDIT, BUDGET NARRATIVE AND BOARD MEMBER LISTING, IF APPLICABLE. JUDY QUISENBERRY NOVEMBER 1, MAY 1 JUDY QUISENBERRY MUST SERVE 4 COUNTIES- CAMERON, HIDALGO, WILLACY & STARR SHOULD BE HEALTHCARE RELATED, 501(C)(3) OR GOVERNMENT ENTITY CHILD ABUSE EDUCATION PROGRAM OF SOUTH TEXAS 2922 Emerald Lake Dr HARLINGEN TX 78550 NONE PC CHARITABLE 30000 THE SALVATION ARMY - HARLINGEN 119 E MONROE HARLINGEN TX 78550 NONE PC CHARITABLE 80000 AURORA HOUSE FOUNDATION 2646 W 18TH STREET WESLACO TX 78596 NONE PC CHARITABLE 68000 GOOD NEIGHBOR SETTLEMENT HOUSE 1254 E TYLER ST BROWNSVILLE TX 78520 NONE PC CHARITABLE 80071 DENTISTS WHO CARE INC 307 E RAILROAD ST STE 112 WESLACO TX 78596 NONE PC CHARITABLE 25000 FOOD BANK OF THE RGV PO BOX 6251 MCALLEN TX 78502 NONE PC CHARITABLE 145816 IT'S TIME TEXAS 911 W ANDERSON LN STE 202 AUSTIN TX 78757 NONE PC CHARITABLE 233111 SOUTH TEXAS EMERGENCY CARE FOUNDATION PO BOX 533668 HARLINGEN TX 78553 NONE PC CHARITABLE 280870 SUNSHINE HAVEN INC 7105 W LAKESIDE BLVD OLMITO TX 78575 NONE PC CHARITABLE 18000 THE SALVATION ARMY - MCALLEN 1600 N 23RD ST MCALLEN TX 78501 NONE PC CHARITABLE 60000 AMERICAN HEART ASSOCIATION 7272 Greenville Ave DALLAS TX 75231 NONE PC CHARITABLE 117168 AMIGOS DEL VALLE 4138 Crosspoint Blvd EDINBURG TX 78539 NONE PC CHARITABLE 80000 AUSTIN COMMUNITY FOUNDATION 4315 Guadalupe St Ste 300 AUSTIN TX 78751 NONE PC CHARITABLE 2500 BOYS AND GIRLS CLUB OF HARLINGEN 1209 W Washington Ave Harlingen TX 78550 NONE PC CHARITABLE 50000 BROWNSVILLE WELLNESS COALITION 1 W University Blvd Brownsville TX 78520 NONE PC CHARITABLE 2500 CHILDREN'S DEFENSE FUND OF TEXAS 840 1st St NE STE 300 WASHINGTON DC 20002 NONE PC CHARITABLE 50000 CITY OF ELSA 102 DIANA ST ELSA TX 78543 NONE GOV CHARITABLE 102935 CITY OF LOS FRESNOS 520 E Ocean Blvd LOS FRESNOS TX 78566 NONE GOV CHARITABLE 384025 CITY OF PHARR 118 S Cage Blvd PHARR TX 78577 NONE GOV CHARITABLE 277196 IDEA PUBLIC SCHOOLS 2115 W Pike Blvd Weslaco TX 78596 NONE PC CHARITABLE 193464 MOODY CLINIC 1901 E 22nd Street BROWNSVILLE TX 78521 NONE PC CHARITABLE 100000 UNITED WAY OF SOUTHERN CAMERON COUNTY 634 E Levee St Brownsville TX 78520 NONE PC CHARITABLE 316947 Access Esperanza 916 E Hackberry Ave Suite B McAllen TX 78501 NONE PC CHARITABLE 50000 AMI Kids 27615 Buena Vista Blvd Los Fresnos TX 78566 NONE PC CHARITABLE 30000 Boys & Girls Club Pharr 1026 S Fir St Pharr TX 78577 NONE PC CHARITABLE 35000 Cameron County Children's Advocacy 2220 Haine Dr Suite 38 Harlingen TX 78550 NONE PC CHARITABLE 30000 Capable Kids 1223 E Hackberry Ave McAllen TX 78501 NONE PC CHARITABLE 30000 Children's Bereavement Center 2302 S 77 Sunshine Strip 202 HARLINGEN TX 78550 NONE PC CHARITABLE 150000 Children's Hunger Fund 4940 Eisenhauer Rd 146 San Antonio TX 78218 NONE PC CHARITABLE 35500 City of Alton 509 S Alton Blvd Alton TX 78573 NONE GOV CHARITABLE 62928 Community Development of Brownsville 901 E Levee St Brownsville TX 78520 NONE PC CHARITABLE 136341 Community Hope Projects 2332 Jordan Rd Mcallen TX 78503 NONE PC CHARITABLE 100000 El Milagro Clinic 901 Vermont Ave E McAllen TX 78503 NONE PC CHARITABLE 75000 Family Crisis Center 616 W Taylor HARLINGEN TX 78550 NONE PC CHARITABLE 100000 Family Endeavors 6363 De Zavala Rd San Antonio TX 78249 NONE PC CHARITABLE 35000 Harlingen Area Educational Foundation 407 N 77 Sunshine Strip HARLINGEN TX 78550 NONE PC CHARITABLE 50000 Harlingen Housing Authority 219 E Jackson Ave HARLINGEN TX 78550 NONE PC CHARITABLE 191232 MHP Salud 3102 US-83 BUS G Weslaco TX 78596 NONE PC CHARITABLE 198139 Planned Parenthood South Texas 2140 Babcock Rd 201 san antonio TX 78229 NONE PC CHARITABLE 50000 Prevent Blindness Texas 2180 N Loop W 435 HOUSTON TX 77018 NONE PC CHARITABLE 12500 Proyecto Desarrollo Humano 17617 Sabal Palm Dr Penitas TX 78576 NONE PC CHARITABLE 20971 South Texas Juvenile Diabetes Association 313 W Nolana Ave mcallen TX 78504 NONE PC CHARITABLE 49550 STAIVA 519 E Madison St Brownsville TX 78521 NONE PC CHARITABLE 28750 Su Casa de Esperanza 8000 Cisne St Pharr TX 78577 NONE PC CHARITABLE 30000 Syracuse University 950 Irving Ave Syracuse NY 13244 NONE PC CHARITABLE 285059 TADSAW 13423 Blanco Rd 218 San Antonio TX 78216 NONE PC CHARITABLE 25000 Texas Ramp Project PO Box 832065 Richardson TX 750832065 NONE PC CHARITABLE 25000 Tip of Texas Family Outreach 455 E Levee St Brownsville TX 78520 NONE PC CHARITABLE 40354 Town of Combes 21626 Hand Rd Harlingen TX 78552 NONE GOV CHARITABLE 62709 Tropical Texas Behavioral Health 1901 S 24th Ave Edinburg TX 78539 NONE PC CHARITABLE 500000 TX Children's HospitalVannie E Cook 101 W Expy 83 McAllen TX 78503 NONE PC CHARITABLE 100000 UTHSC - Houston 7000 Fannin St Houston TX 77030 NONE PC CHARITABLE 251491 UTRGV - THRIVE 1201 W University Dr Edinburg TX 78539 NONE PC CHARITABLE 14562500 92 NURSING SCHOLARSHIPS RANGING FROM 250-1000 C/O 1267 NORTH STUART PLACE ROAD HARLINGEN TX 78552 NONE I NURSING SCHOLARSHIP 83500 80 vouchers for mammograms or breast prosthetics C/O 1267 NORTH STUART PLACE ROAD HARLINGEN TX 78552 NONE I PROVIDE MAMMOGRAMS OR BREAST PROSTHETICS 9234 20143361 IT'S TIME TEXAS 911 W Anderson Ln Ste 202 AUSTIN TX 78757 NONE PC CHARITABLE 286582 UTHSC - HOUSTON 7000 FANNIN ST Houston TX 77030 NONE PC CHARITABLE 496810 SYRACUSE UNIVERSITY 950 IRVING AVE Syracuse NV 13244 NONE PC CHARITABLE 333623 MHP SALUD 3102 US-83 BUS G WESLACO TX 78596 NONE PC CHARITABLE 201861 Harlingen Neighborhood Food Pantry PO Box 937 Harlingen TX 78551 NONE PC CHARITABLE 260055 CHILDREN'S BEREAVEMENT CENTER 2302 S 77 SUNSHINE STRIP 202 Harlington TX 78550 NONE PC CHARITABLE 150000 COMMUNITY DEVELOPMENT OF BROWNSVILLE 901 E Levee St Brownsville TX 78520 NONE PC CHARITABLE 139426 1868357 14 9847233 26 23138441 MANAGEMENT FEE REVENUE 541610 25000 0 PARTNERSHIP INCOME 901101 -1186 01 90044 23814 33075718 33099532 false false false false false false false false false false X X 1 MM NA EVERETT FOUNDATION BOA 901 MAIN ST 19TH FLOOR DALLAS TX 75202 10708 X 2 TR UA JOHN O REBER MEM COBALT BOA 901 MAIN ST 19TH FLOOR DALLAS TX 75202 15763 X 3 TENET HEALTH - VALLEY HEALTHCARE NE PO Box 809074 Dallas TX 753809074 43400 X 4 ESTATE OF SUSAN V TRAHAN 814 Hackberry Ct Brownsville TX 785208319 33519 X UBS - SEE ATTACHMENT 8-1 39686294 39686294 BOA - SEE ATTACHMENT 8-2 23054894 23054894 UBS - SEE ATTACHMENT 7-1 151944606 151944606 BOA - SEE ATTACHMENT 7-2 152835547 152835547 16804822 16804822 SANTE HEALTH VENTURES 5446066 5446066 HEALTH ENTERPRISE PARTNERS 2427274 2427274 UBS - SEE ATTACHMENT 9-1 4249622 4249622 BOA - SEE ATTACHMENT 9-2 5574445 5574445 BOA - SEE ALT INV ATT 9-3 9571262 9571262 TIFF ABSOLUTE RETURN POOL II 5757329 5757329 BLACKSTONE OFFSHORE PE FUND IV 10600380 10600380 PRISA LP 12213786 12213786 BLACKSTONE TOTAL ALT SLTS V-A 2371130 2371130 CANYON DISTRESSED OPP FUND III 1879158 1879158 ENDOWMENT FUNDS 9327439 10990886 10990886 RESTRICTED BURIAL PLOT 925 925 925 INTEREST RECEIVABLE 252729 225190 225190 INSURANCE POLICIES CASH VALUE 876277 867757 867757 OTHER RECEIVABLE 33740 19362 19362 NOTE RECEIVABLE 361812 345477 345477 LAND HELD FOR RESALE 730000 675000 675000 BOOK/TAX DIFFERENCES FROM K-1S 104810 OFFICE AND COMPUTER EXPENSE 108568 10125 90493 INSURANCE 43706 3199 32103 OTHER EXPENSE 28171 29598 PURCHASED SERVICES 33322 2293 20110 PORTFOLIO EXPENSES 260524 260524 MANAGEMENT FEE REVENUE 25000 PARTNERSHIP INCOME 88858 90044 TEMP & PERM RESTRICTED NET ASSET CHANGES 1783884 UNREALIZED GAIN 34243479 ANNUITY LIABILITIES 2228237 2114976 UBS INVESTMENT MGMT FEES 175683 175683 BOA INVESTMENT MGMT FEES 999210 999210 PAYROLL TAXES 51086 4630 46456 FEDERAL EXCISE TAX 446247