2021-11-05T10:25:20-05:00 2020-12-31 BKD LLP 2700 Post Oak Blvd Ste 1500 HOUSTON TX 77056 990PF 2020-01-01 741936869 Valley Baptist Legacy Foundation % KIMBERLY ANDERSON VALL 9563353044 1267 North Stuart Place Road Harlingen TX 78552 Kimberly Anderson CFO 9563353044 2021-05-15 true Kimberly Anderson XXX-XX-XXXX Amanda Maya P01067777 7134994600 2 2020 2022-09-23 18:48:47Z X 422761428 X 731242 8189587 8189587 5663755 105941402 5663755 27115 2115 14611699 13855457 373690 66475 288905 329687 19182 300072 103838 9410 94306 7141 2013 3418 47546 4238 42529 953180 953180 121449 107772 4473 44880 29708 30282 2511 25286 15659 1246 18139 2598 235 2362 362016 215627 154325 2484566 1278590 974222 45999759 22712191 48484325 1278590 23686413 -33872626 12576867 84436 88684 88684 11585157 6717451 6717451 7500 12500 7500 7500 31120 58548 58548 13718172 14749332 14749332 257452701 278472002 278472002 69343654 68680637 68680637 35904132 41695761 41695761 940636 232045 712930 708591 708591 11735768 11582922 11582922 400580570 422761428 422761428 86280 87859 1355379 24642946 2344374 2228237 3786033 26959042 X 387241804 385711632 9552733 10090754 396794537 395802386 400580570 422761428 396794537 -33872626 33369498 396291409 489023 395802386 US TRUST BOA - SEE ATTACHMENT D-1 P 28469191 28792962 -323771 -323771 US TRUST BOA - SEE ATTACHMENT D-2 P 45208691 40987630 4221061 4221061 US TRUST BOA - BASIS ADJUSTMENT P 47638 47638 47638 UBS - SEE ATTACHMENT D-3 P 14158965 14166068 -7103 -7103 UBS - SEE ATTACHMENT D-4 P 16780223 15522537 1257686 1257686 HEALTH ENTERPRISE PARTNERS LP P 2888 2888 2888 SANTE HEALTH VENTURES I, LP P 514484 58450 456034 456034 PRISA LP P 14897 14897 14897 TIFF PRIVATE EQUITY PARTNERS 2018, LP P 136 136 136 TIFF PRIVATE EQUITY PARTNERS 2018, LP P 32917 32917 32917 TIFF PRIVATE EQUITY PARTNERS 2019, LP P 509 509 509 TIFF PRIVATE EQUITY PARTNERS 2019, LP P 11183 11183 11183 5663755 174818 174818 174818 164965 0 15000 179965 5147 5147 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 false LEONEL VELA MD 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 YOLANDA DE LEON 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 ARNIE GONZALEZ 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 CHRISTINA GARCIA ED D VIRGILIO 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 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 175422 25244 0 JACK ABBOTT 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 FRANK COSTILLA 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 JULIO CAVAZOS 1267 North Stuart Place Road Harlingen TX 78552 VICE CHAIRPERSON 1.0 0 0 0 JUDY QUISENBERRY 1267 North Stuart Place Road Harlingen TX 78552 EXECUTIVE DIRECTOR 40.0 198268 16442 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 JAMIE AMAYA 1267 NORTH STUART ROAD HARLINGEN TX 78552 BOARD SECRETARY 40.0 61169 7005 0 EVELYN CASTILLEJA GARZA 1267 NORTH STUART ROAD HARLINGEN TX 78552 GRANTS SPECIALIST 40.0 76196 12900 0 ALBERTO ESPINOZA 1267 NORTH STUART ROAD HARLINGEN TX 78552 EVALUATION SPECTIALI 40.0 78845 12280 0 BERNADETTE PEREZ 1267 NORTH STUART ROAD HARLINGEN TX 78552 GRANTS ASSISTANT 40.0 57037 11210 0 JUANITA REYES - ALMANZA 1267 NORTH STUART ROAD HARLINGEN TX 78552 STAFF ACCOUNTANT 40.0 55607 19056 0 0 UBS FINANCIAL SERVICES INC 1100 POYDRAS STREET STE 900 NEW ORLEANS LA 701630900 INVESTMENT BROKER 135161 BANK OF AMERICA PRIVATE BANK 300 COVENANT STREET 8TH FLOOR SAN ANTONIO TX 78205 INVESTMENT BROKER 819064 0 371513969 90626 9278199 380882794 0 380882794 5713242 375169552 18758478 18758478 174818 174818 18583660 18583660 18583660 23686413 0 0 0 0 23686413 0 23686413 18583660 6236188 2018 2017 2016 0 0 23686413 6236188 17450225 0 0 0 0 1133435 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 7500 PROYECTO JUAN DIEGO INC PO BOX 8038 BROWNSVILLE TX 78526 NONE PC CHARITABLE 29560 THE SALVATION ARMY - HARLINGEN 119 E MONROE HARLINGEN TX 78550 NONE PC CHARITABLE 50000 AURORA HOUSE FOUNDATION 2646 W 18TH STREET WESLACO TX 78596 NONE PC CHARITABLE 60000 Loaves & Fishes of the Rio Grande Valley Inc 514 S E ST HARLINGEN TX 78550 NONE PC CHARITABLE 8733 UTRGV SCHOOL OF MEDICINE 1201 WEST UNIVERSITY DR EDINBURG TX 78539 NONE PC CHARITABLE 16511956 GOOD NEIGHBOR SETTLEMENT HOUSE 1254 E TYLER ST BROWNSVILLE TX 78520 NONE PC CHARITABLE 183000 DENTISTS WHO CARE INC 307 E RAILROAD ST STE 112 WESLACO TX 78596 NONE PC CHARITABLE 25000 72 NURSING SCHOLARSHIPS RANGING FROM 250-1000 C/O 1267 NORTH STUART PLACE ROAD HARLINGEN TX 78552 NONE I NURSING SCHOLARSHIP 31048 27 VOUCHERS FOR MAMMOGRAMS OR BREAST PROSTHETICS C/O 1267 NORTH STUART PLACE ROAD HARLINGEN TX 78552 NONE I PROVIDE MAMMOGRAMS OR BREAST PROSTHETICS 3711 BUCKNER CHILDREN AND FAMILY SERVICES INC 700 N PEARL ST STE 1200 DALLAS TX 75201 NONE PC CHARTIABLE 55000 CULTURE OF LIFE MINISTRIES PO BOX 533162 HARLINGEN TX 78553 NONE PC CHARITABLE 303450 FOOD BANK OF THE RGV PO BOX 6251 MCALLEN TX 78502 NONE PC CHARITABLE 518686 IT'S TIME TEXAS 911 W ANDERSON LN STE 202 AUSTIN TX 78757 NONE PC CHARITABLE 110000 LA POSADA PROVIDENCIA 30094 MARYDALE RD SAN BENITO TX 78586 NONE PC CHARITABLE 16000 LOWER RIO GRANDE VALLEY DEVELOPMENT COUNCIL 301 W RAILROAD ST WESLACO TX 78596 NONE PC CHARITABLE 5157 SOUTH TEXAS EMERGENCY CARE FOUNDATION PO BOX 533668 HARLINGEN TX 78553 NONE PC CHARITABLE 60881 SUNSHINE HAVEN INC 7105 W LAKESIDE BLVD OLMITO TX 78575 NONE PC CHARITABLE 27000 THE SALVATION ARMY - MCALLEN 1600 N 23RD ST MCALLEN TX 78501 NONE PC CHARITABLE 30000 ALZHEIMER'S ASSOCIATION SAN ANTONIO & SOUTH TEXAS 10223 McAllister Fwy 100 SAN ANTONIO TX 78216 NONE PC CHARITABLE 50000 AMERICAN HEART ASSOCIATION 7272 Greenville Ave DALLAS TX 75231 NONE PC CHARITABLE 115796 AMIGOS DEL VALLE 4138 Crosspoint Blvd EDINBURG TX 78539 NONE PC CHARITABLE 370000 ARISE 635 James St Syracuse NY 13203 NONE PC CHARITABLE 170587 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 850000 BROWNSVILLE WELLNESS COALITION 1 W University Blvd Brownsville TX 78520 NONE PC CHARITABLE 42500 CAMP UNIVERSITY PO Box 2294 Mcallen TX 78502 NONE PC CHARITABLE 46995 CHILDREN'S DEFENSE FUND OF TEXAS 840 1st St NE STE 300 WASHINGTON DC 20002 NONE PC CHARITABLE 85000 CITY OF ALAMO 715 E BUSINESS 83 ALAMO TX 78516 NONE GOV CHARITABLE 55583 CITY OF ELSA 102 DIANA ST ELSA TX 78543 NONE GOV CHARITABLE 26281 CITY OF LOS FRESNOS 520 E Ocean Blvd LOS FRESNOS TX 78566 NONE GOV CHARITABLE 75000 CITY OF MCALLEN 1300 Houston Avenue MCALLEN TX 78501 NONE GOV CHARITABLE 24743 CITY OF PHARR 118 S Cage Blvd PHARR TX 78577 NONE GOV CHARITABLE 50000 DRISCOLL CHILDREN'S HOSPITAL 3533 S Alameda St CORPUS CHRISTI TX 78411 NONE PC CHARITABLE 150000 HOLY FAMILY SERVICES 5819 N FM 88 Weslaco TX 78599 NONE PC CHARITABLE 293270 IDEA PUBLIC SCHOOLS 2115 W Pike Blvd Weslaco TX 78596 NONE PC CHARITABLE 306426 LA UNION DEL PUEBLO ENTERO PO Box 188 San Juan TX 78589 NONE PC CHARITABLE 120122 LAGUNA MADRE YOUTH CENTER 190 Port Rd Port Isabel TX 78578 NONE PC CHARITABLE 50000 MOODY CLINIC 1901 E 22nd Street BROWNSVILLE TX 78521 NONE PC CHARITABLE 120518 PROSPERA 1072 60th Street 3 oakland CA 94608 NONE PC CHARITABLE 25000 RAILS TO TRAILS CONSERVANCY 2121 Ward Ct NW Fl 5 Washington DC 20037 NONE PC CHARITABLE 178905 RGSC CITIZENS VOLUNTEER COUNCIL PO Box 451 Harlingen TX 78551 NONE PC CHARITABLE 50000 CITY OF RIO GRANDE CITY 5332 E Highway 83 RIO GRANDE CITY TX 78582 NONE GOV CHARITABLE 44120 SIGHT SAVERS AMERICA 337 Business Cir Pelham AL 35124 NONE PC CHARITABLE 30000 SAN BENITO FOOD PANTRY PO Box 1246 San Benito TX 78586 NONE PC CHARITABLE 5000 SPECIAL OLYMPICS RGV 13400 Immanuel Road 1C Pflugerville TX 78660 NONE PC CHARITABLE 30000 TEXAS FAMILY OUTREACH 455 E Levee St BROWNSVILLE TX 78520 NONE PC CHARITABLE 34205 THE SALVATION ARMY 440 W Nyack Rd West Nyack NY 10994 NONE PC CHARITABLE 55000 THE TSTC FOUNDATION 3801 Campus Dr WACO TX 76705 NONE PC CHARITABLE 397576 UNITED WAY 701 N Fairfax Street ALEXANDRIA VA 22314 NONE PC CHARITABLE 258242 UNITED WAY OF SOUTHERN CAMERON COUNTY 634 E Levee St Brownsville TX 78520 NONE PC CHARITABLE 479777 VALLEY BAPTIST MEDICAL CENTER 2101 Pease St HARLINGEN TX 78550 NONE PC CHARITABLE 17363 VIDA 2612 S Arlington Mill Dr APT C Arlington VA 22206 NONE PC CHARITABLE 60000 The Texas Campaign to Prevent Teen Pregnancy PO Box 10357 AUSTIN TX 78766 NONE PC SCHOLARSHIPS - South Tx Adolescent Virtual Summit (Program Development) 5000 22712191 AMERICAN HEART ASSOCIATION 7272 GREENSVILLE AVE DALLAD TX 75231 NONE PC CHARITABLE 117168 BROWNSVILLE WELLNESS COALITION 1 W University Blvd Brownsville TX 78520 NONE PC CHARITABLE 2500 CITY OF PHARR 118 S Cage Blvd PHARR TX 78577 NONE GOV CHARITABLE 500000 IDEA PUBLIC SCHOOLS 2115 W Pike Blvd Weslaco TX 78596 NONE GOV CHARITABLE 193464 RAILS TO TRAILS CONSERVANCY 2121 Ward Ct NW Fl 5 Washington DC 20037 NONE PC CHARITABLE 245020 UTRGV SCHOOL OF MEDICINE 1201 WEST UNIVERSITY DR Edinburg TX 78539 NONE PC CHARITABLE 21500000 AURORA HOUSE FOUNDATION 2646 W 18TH STREET WESLACO TX 78596 NONE PC CHARITABLE 40000 DENTISTS WHO CARE INC 307 E RAILROAD ST STE 112 Weslaco TX 78596 NONE PC CHARITABLE 25000 SUNSHINE HAVEN 7105 W LAKESIDE BLVD Olmito TX 78575 NONE PC CHARITABLE 18000 CITY OF RIO HONDO BOAT RAMP 323 N Arroyo Blvd RIO HONDO TX 78583 NONE PC CHARITABLE 500000 AMIGOS DEL VALLE 4138 Crosspoint Blvd Edinburg TX 78539 NONE PC CHARITABLE 40000 FOOD BANK OF THE RIO GRANDE VALLEY PO Box 6251 Mcallen TX 78502 NONE PC CHARITABLE 39721 THE SALVATION ARMY - MCALLEN 1600 N 23RD ST MCALLEN TX 78501 NONE PC CHARITABLE 10000 UNITED WAY SCC 634 E Levee St Brownsville TX 78520 NONE PC CHARITABLE 129121 IT'S TIME TEXAS 911 W Anderson Ln Ste 202 AUSTIN TX 78757 NONE PC CHARITABLE 9438 23369432 14 8189587 26 5663755 MANAGEMENT FEE REVENUE 541610 25000 0 PARTNERSHIP INCOME 900099 0 01 2115 25000 13855457 13880457 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 10860 X 2 TR UA JOHN O REBER MEM COBALT BOA 901 MAIN ST 19TH FLOOR DALLAS TX 75202 20702 X 3 RUBY RED REALTY 1267 N Stuart Place Rd Harlingen TX 78552 699680 X UBS - SEE ATTACHMENT 8-1 44964954 44964954 BOA - SEE ATTACHMENT 8-2 23715683 23715683 UBS - SEE ATTACHMENT 7-1 143230013 143230013 BOA - SEE ATTACHMENT 7-2 135241989 135241989 14749332 14749332 SANTE HEALTH VENTURES 5866430 5866430 HEALTH ENTERPRISE PARTNERS 1363145 1363145 UBS - SEE ATTACHMENT 9-1 3931117 3931117 BOA - SEE ATTACHMENT 9-2 5574445 5574445 BOA - SEE ALT INV ATT 9-3 9604169 9604169 TIFF ABSOLUTE RETURN POOL II 1967740 1967740 BLACKSTONE OFFSHORE PE FUND IV 6277514 6277514 PRISA LP 5192255 5192255 BLACKSTONE TOTAL ALT SLTS V-A 942381 942381 CANYON DISTRESSED OPP FUND III 976565 976565 ENDOWMENT FUNDS 8608538 9327439 9327439 RESTRICTED BURIAL PLOT 925 925 925 INTEREST RECEIVABLE 333478 252729 252729 INSURANCE POLICIES CASH VALUE 869086 876277 876277 OTHER RECEIVABLE 70203 33740 33740 NOTE RECEIVABLE 373538 361812 361812 LAND HELD FOR RESALE 1480000 730000 730000 NET ASSETS RELEASED FROM RESTRICTION 489023 OFFICE AND COMPUTER EXPENSE 77715 7620 91339 INSURANCE 41238 3046 30565 OTHER EXPENSE 14576 20546 PURCHASED SERVICES 25366 1840 11875 PORTFOLIO EXPENSES 203121 203121 MANAGEMENT FEE REVENUE 25000 PARTNERSHIP INCOME 2115 2115 TEMP & PERM RESTRICTED NET ASSET CHANGES 538021 UNREALIZED GAIN 32798206 BOOK/TAX DIFFERENCES FROM K-1S 33271 ANNUITY LIABILITIES 2344374 2228237 UBS INVESTMENT MGMT FEES 134116 134116 BOA INVESTMENT MGMT FEES 819064 819064 PAYROLL TAXES 49353 4473 44880 FEDERAL EXCISE TAX 58419