2020-05-08T11:57:50-05:00 2019-12-31 Southern Wealth Management LLP 1826 N Loop 1604 W Suite 260 San Antonio TX 78248 990PF 2019-01-01 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 2020-05-01 true Michael L Olson P00284062 2104027200 2020-04-29 X 2019 2022-09-23 18:48:47Z X 5614242 X 0 X 142375 142375 184017 947216 184017 931 931 327323 327323 0 17265 17265 0 0 22312 22312 12190 3511 51767 43088 0 0 265000 265000 316767 43088 0 265000 10556 284235 105582 40077 40077 0 752 0 0 3425 8800 8800 4557358 4628399 5565365 4667117 4677276 5614242 397 0 397 0 X 4666720 4677276 4666720 4677276 4667117 4677276 4666720 10556 4677276 4677276 SCHWAB #990 - PUBLICLY TRADED SECURITIES 2019-12-31 237723 95677 142046 142046 SCHWAB #692 - PUBLICLY TRADED SECURITIES 2019-01-22 19861 20107 -246 -246 SCHWAB #692 - PUBLICLY TRADED SECURITIES 2019-01-22 564901 606489 -41588 -41588 SCHWAB #217 - PUBLICLY TRADED SECURITIES 2019-12-31 2443 2527 -84 -84 SCHWAB #217 - PUBLICLY TRADED SECURITIES 2019-12-31 49018 38399 10619 10619 CAPITAL GAIN DIVIDENDS P 73270 184017 false 260000 5422964 0.047944 245000 5290158 0.046312 253594 4956013 0.051169 268206 5226719 0.051314 255826 5427165 0.047138 0.243877 0.048775 5417434 264235 2842 267077 265000 5685 5685 5685 8800 8800 3115 3115 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 5424478 75455 0 5499933 0 5499933 82499 5417434 270872 270872 5685 5685 265187 265187 265187 265000 0 0 0 0 265000 265000 265187 262469 2017 2016 2015 1022 0 0 265000 262469 1022 1509 0 0 0 0 263678 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 30000 COMMUNITY PARTNERS 1000 NORTH ALAMEDA STREET SUITE 24 LOS ANGELES CA 90012 NONE PC GENERAL FUND 7000 GO PROJECT 50 COOPER SQUARE 3RD FLOOR NEW YORK NY 10003 NONE PC GENERAL FUND 3000 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 7500 SAMMINISTRIES 1919 NW Loop 410 STE 100 SAN ANTONIO TX 78213 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 10000 CAMP AGAPE PO BOX 1484 MARBLE FALLS TX 78654 NONE PC GENERAL FUND 5000 Martinez Street Women's Center 801 N Olive St SAN ANTONIO TX 78202 NONE PC GENERAL FUND 3000 PUBLICOLOR 20 WEST 36TH STREET 9TH FLOOR NEW YORK NY 10018 NONE PC GENERAL FUND 15000 Communities in Schools - San Antonio 1616 E Commerce St Bldg 1 San Antonio TX 782053348 NONE PC GENERAL FUND 3000 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 St Jude Children's Research Hospital 501 St Jude Place Memphis TN 381051942 NONE PC GENERAL FUND 10000 North Haven Conservation Partners PO Box 336 North Haven ME 04853 NONE PC GENERAL FUND 10000 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 15000 CHILD ADVOCATES SAN ANTONIO 406 SAN PEDRO AVENUE SAN ANTONIO TX 78212 NONE PC GENERAL FUND 3000 NATIONAL AUDUBON SOCIETY 225 Varick Street New York NY 10014 NONE PC GENERAL FUND 5000 SA2020 123 HEIRMAN SAN ANTONIO TX 78205 NONE PC GENERAL FUND 3000 SAY SI 1518 SOUTH ALAMO SAN ANTONIO TX 78204 NONE PC GENERAL FUND 3000 TRELLIS 711 W 17TH STREET SUITE E5 COSTA MESA CA 92627 NONE PC GENERAL FUND 15000 Direct Relief - California Wildfire Relief 6100 Wallace Becknell Rd Santa Barbara CA 93117 none PC general fund 10000 Open TRAIL Ranch 28710 Boerne Stage Road Boerne TX 78006 none PC general fund 5000 Carmel Union Church 10 church street Carmel ME 04419 none PC general fund 5000 Life is Good Playmakers 51 Melcher Street Boston MA 02210 none PC general fund 7500 265000 14 142375 18 184017 MISCELLANEOUS 18 931 327323 327323 false false false false false false false false false false PROFESSIONAL FEES 17265 17265 The foundation delcares that it is making an election under Regs. 53.4942(a)-3(d)(2) to vary the source rules on a qualifying distribution. The distribution totaled $265,000 and shall first be made out of the undistributed income of the immediately preceding taxable year in the amount of $262,469; thereafter it shall be made out of undistributed income of a designated prior taxable year (or years) of corpus as follows: $1,022 the undistributed income of year 2017. Signature: __________________________ Date: ________________ SCHWAB #692 3763710 4049681 SCHWAB #990 468339 1089192 SCHWAB #217 396350 426492 MISCELLANEOUS 931 931 OTHER LIABILITIES 397 ADVISORY FEES 22312 22312 FOREIGN TAX 3511 3511 TAX ON INVESTMENT INCOME 8679