2020-11-12T11:56:49-06:00 2019-12-31 BKD LLP 2700 Post Oak Blvd Ste 1500 HOUSTON TX 77056 990PF 2019-01-01 741936869 Valley Baptist Legacy Foundation % KIMBERLY ANDERSON VALL 9563353044 1267 North Stuart Place Road Harlingen TX 78552 KIMBERLY ANDERSON CFO 9563353044 2020-07-15 true Amanda Maya P01067777 7134994600 167.68.126.162 76915820203175000002 2020-11-12 P 21E6481FF4EC5D606F81E380A49442717B3AD96E 9B4BF95A0E01F8835F3270813C1E707D77840E68 2019 2021-04-22 16:20:28Z X 400580570 X 500069 9456165 9456165 2077204 94128618 2077204 305147 280410 12338585 11813779 351516 64862 268574 295069 19182 266685 100613 9118 85871 12255 4009 32523 2947 30980 990856 990856 126948 259904 4045 40595 27654 34897 2924 29340 56300 3345 53533 5054 458 4596 337024 149087 158849 2630613 1246824 943032 14326028 15905483 16956641 1246824 16848515 -4618056 10566955 89102 84436 84436 8417077 11585157 11585157 12500 17500 12500 12500 67847 31120 31120 12108318 13718172 13718172 231243238 257452701 257452701 58063081 69343654 69343654 26705593 35904132 35904132 915267 202337 727455 712930 712930 11177284 11735768 11735768 348616495 400580570 400580570 71443 86280 2954834 1355379 2437588 2344374 5463865 3786033 X 334581954 387241804 8570676 9552733 343152630 396794537 348616495 400580570 343152630 -4618056 59306588 397841162 1046625 396794537 US TRUST BOA ST - SEE ATTACHMENT D-1 P 17533163 17495172 37991 37991 UBS ST - SEE ATTACHMENT D-3 P 19453872 19453872 HEALTH ENTERPRISE PARTNERS LP P 196061 396500 -200439 -200439 SANTE HEALTH VENTURES I, LP P 349604 1869864 -1520260 -1520260 SANTE HEALTH VENTURES I, LP P 456 -456 -456 PRISA LP P 13084 13084 13084 TIFF PRIVATE EQUITY PARTNERS 2018, LP P 1843 -1843 -1843 TIFF PRIVATE EQUITY PARTNERS 2018, LP P 7762 -7762 -7762 US TRUST BOA LT - SEE ATTACHMENT D-2 P 40176054 38637204 1538850 1538850 UBS LT - SEE ATTACHMENT D-4 P 16406780 14190137 2218039 2216643 2077204 false 25490189 378908276 0.067273 20824935 359408862 0.057942 15423657 324410116 0.047544 6439600 310003948 0.020773 250208 105677844 0.002368 0.1959 0.03918 376026357 14732713 105670 14838383 16848515 X 105670 105670 105670 254348 254348 148678 148678 false false false false false false 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 QUITA WITTENBACH 1267 North Stuart Place Road Harlingen TX 78552 SECRETARY (THRU 4/22/19) 1.0 0 0 0 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 CHAIRMAN 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 INTERIM SECRETARY 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 172191 28283 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 VICE CHAIRMAN 1.0 0 0 0 JULIO CAVAZOS 1267 North Stuart Place Road Harlingen TX 78552 DIRECTOR 1.0 0 0 0 JUDY QUISENBERRY 1267 North Stuart Place Road Harlingen TX 78552 EXECUTIVE DIRECTOR 40.0 179325 15031 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 JAMIE AMAYA 1267 NORTH STUART ROAD HARLINGEN TX 78552 BOARD SECRETARY 40.0 56589 6032 0 EVELYN CASTILLEJA GARZA 1267 NORTH STUART ROAD HARLINGEN TX 78552 GRANTS SPECIALIST 40.0 66383 11584 0 ALBERTO ESPINOZA 1267 NORTH STUART ROAD HARLINGEN TX 78552 EVALUATION SPECTIALI 40.0 65760 10873 0 RYAN GUTIERREZ 1267 NORTH STUART ROAD HARLINGEN TX 78552 PROGRAM ASSISTANT 40.0 32916 10371 0 JUANITA REYES - ALMANZA 1267 NORTH STUART ROAD HARLINGEN TX 78552 STAFF ACCOUNTANT 40.0 54807 17383 0 0 UBS FINANCIAL SERVICES INC 1100 POYDRAS STREET STE 900 NEW ORLEANS LA 701630900 INVESTMENT BROKER 285426 BANK OF AMERICA PRIVATE BANK 300 COVENANT STREET 8TH FLOOR SAN ANTONIO TX 78205 INVESTMENT BROKER 705430 0 372648709 112159 8991779 381752647 0 381752647 5726290 376026357 18801318 18801318 105670 105670 18695648 18695648 18695648 16848515 0 0 0 0 16848515 105670 16742845 18695648 4389055 2017 2016 2015 0 0 16848515 4389055 12459460 0 0 0 0 6236188 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 25000 COMMUNITY HOPE PROJECTS INC 2332 JORDAN AVENUE MCALLEN TX 78503 NONE PC CHARITABLE 310774 PROYECTO JUAN DIEGO INC PO BOX 8038 BROWNSVILLE TX 78526 NONE PC CHARITABLE 150984 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 100000 NUESTRA CLINICA DEL VALLE INC PO BOX 1689 PHARR TX 78577 NONE PC CHARITABLE 220000 Loaves & Fishes of the Rio Grande Valley Inc 514 S E ST HARLINGEN TX 78550 NONE PC CHARITABLE 38359 Planned Parenthood South Texas 2140 Babcock Road Ste 201 San Antonio TX 78229 NONE PC CHARITABLE 100000 TROPICAL TEXAS BEHAVIORAL HEALTH 1901 S 24TH AVE Edinburg TX 78539 NONE PC CHARITABLE 1949558 UTRGV SCHOOL OF MEDICINE 1201 WEST UNIVERSITY DR ITTB1210 EDINBURG TX 78539 NONE PC CHARITABLE 316282 GOOD NEIGHBOR SETTLEMENT HOUSE 1254 E TYLER ST BROWNSVILLE TX 78520 NONE PC CHARITABLE 14847 Dentists Who Care Inc 3501 MORELAND DR STE G WESLACO TX 78596 NONE PC CHARITABLE 6000 Bishop Enrique San Pedro Ozanam Center Inc 656 N MINNESOTA AVE BROWNSVILLE TX 78521 NONE PC CHARITABLE 98677 Su Casa De Esperanza Inc 8000 CISNE ST PHARR TX 78577 NONE PC CHARITABLE 45110 AMIkids Rio Grande Valley 27615 BUENA VISTA BLVD LOS FRESNOS TX 78566 NONE PC CHARITABLE 50000 Community Development Corp of Brownsville Inc 901 E Levee St Brownsville TX 78520 NONE PC CHARITABLE 2375500 Habitat for Humanity - Rio Grande PO BOX 5454 BROWNSVILLE TX 78523 NONE PC CHARITABLE 50000 71 NURSING SCHOLARSHIPS RANGING FROM 250-1000 C/O 1267 NORTH STUART PLACE ROAD HARLINGEN TX 78552 NONE I NURSING SCHOLARSHIP 54000 118 VOUCHERS FOR MAMMOGRAMS OR BREAST PROSTHETICS C/O 1267 NORTH STUART PLACE ROAD HARLINGEN TX 78552 NONE I PROVIDE MAMMOGRAMS OR BREAST PROSTHETICS 8792 AGAPE MISSIONARIES FOR LIFE 2813 PLUMERIA LN HARLINGEN TX 78552 NONE PC CHARTIABLE 100000 AMERICAN RED CROSS 6914 WEST EXPRESSWAY 83 HARLINGEN TX 78552 NONE PC CHARTIABLE 50000 BIG HEROES 3615 CHARMAINE LN BROWNSVILLE TX 78526 NONE PC CHARTIABLE 20000 BOYS AND GIRLS CLUB OF LOS FRESNOS 900 N ARROYO BLVD LOS FRESNOS TX 78566 NONE PC CHARITABLE 10000 BUCKNER CHILDREN AND FAMILY SERVICES INC 700 N PEARL ST STE 1200 DALLAS TX 75201 NONE PC CHARTIABLE 50000 CATCH GLOBAL FOUNDATION 8000 CENTRE PARK DR STE 350 AUSTIN TX 78754 NONE PC CHARITABLE 104000 CATHOLIC CHARITIES OF THE RIO GRANDE VALLEY 700 VIRGEN DE SAN JUAN SAN JUAN TX 78589 NONE PC CHARITABLE 48000 CAMERON COUNTY MENTAL HEALTH TASK FORCE 1102 S COMMERCE ST HARLINGEN TX 78550 NONE PC CHARITABLE 49979 CHILDREN'S HUNGER FUND 11550 NEWBERRY ST SUITE 100 DALLAS TX 75229 NONE PC CHARITABLE 30000 CULTURE OF LIFE MINISTRIES PO BOX 533162 HARLINGEN TX 78553 NONE PC CHARITABLE 75000 FAMILY CRISIS CENTER 616 W TAYLOR HARLINGEN TX 78550 NONE PC CHARITABLE 66500 FAMILY ENDEAVORS 6363 DE ZAVALA RD SAN ANTONIO TX 78249 NONE PC CHARITABLE 48871 FOOD BANK OF THE RGV PO BOX 6251 MCALLEN TX 78502 NONE PC CHARITABLE 50000 FRIENDSHIP OF WOMEN PO BOX 3112 BROWNSVILLE TX 78523 NONE PC CHARITABLE 50000 GIRL SCOUTS OF GREATER SOUTH TEXAS 202 E MADISON AVE HARLINGEN TX 78550 NONE PC CHARITABLE 41098 IGLESIA BAUTISTA WEST BROWNSVILLE 925 W SAINT CHARLES ST BROWNSVILLE TX 78520 NONE PC CHARITABLE 60735 IT'S TIME TEXAS 911 W ANDERSON LN ST 202 AUSTIN TX 78757 NONE PC CHARITABLE 500000 LA POSADA PROVIDENCIA 30094 MARYDALE RD SAN BENITO TX 78586 NONE PC CHARITABLE 23992 LOWER RIO GRANDE VALLEY DEVELOPMENT COUNCIL 301 W RAILROAD ST WESLACO TX 78596 NONE PC CHARITABLE 365989 NUEVOS HORIZONTES DE STARR COUNTY 102 N TEXAS ST RIO GRANDE CITY TX 78582 NONE PC CHARITABLE 28800 RONALD MCDONALD HOUSE OF RGV 1720 TREASURE HILLS BLVD HARLINGEN TX 78550 NONE PC CHARITABLE 50000 SOUTH TEXAS EMERGENCY CARE FOUNDATION PO BOX 533668 HARLINGEN TX 78553 NONE PC CHARITABLE 976566 SOUTH TEXAS JUVENILE DIABETES ASSOCIATION PO BOX 720727 MCALLEN TX 78504 NONE PC CHARITABLE 50000 SUNNY GLEN CHILDREN'S HOME PO BOX 1373 SAN BENITO TX 78586 NONE PC CHARITABLE 25000 SUNSHINE HAVEN INC 7105 W LAKESIDE BLVD OLMITO TX 78575 NONE PC CHARITABLE 46855 SYRACUSE UNIVERSITY - IVMF 101 WAVERLY AVE SYRACUSE NY 13244 NONE PC CHARITABLE 1200000 TEXAS RAMP PROJECT PO BOX 832065 RICHARDSON TX 75083 NONE PC CHARITABLE 25000 SOUTH TEXAS AFGHANISTAN IRAQ VETERANS ASSOCIATION PO BOX 187 OLMITO TX 78575 NONE PC CHARITABLE 16500 WOMEN TOGETHER FOUNDATION 511 N CYNTHIA ST MCALLEN TX 78501 NONE PC CHARITABLE 45373 LOWER RIO GRANDE VALLEY COMMUNITY HEALTH MGMT INC 901 E VERMONT AVE MCALLEN TX 78503 NONE PC CHARITABLE 100000 CITY OF BROWNSVILLE 1001 E ELIZABETH STREET BROWNSVILLE TX 78520 NONE GOV CHARITABLE 500000 CITY OF LA FERIA 115 E COMMERCIAL AVE LA FERIA TX 78559 NONE GOV CHARITABLE 495000 CITY OF SOUTH PADRE ISLAND 4601 PADRE BLVD SOUTH PADRE ISLAND TX 78597 NONE GOV CHARITABLE 307046 GOOD SAMARITAN COMMUNITY SERVICES 1600 SALTILLO STREET SAN ANTONIO TX 78207 NONE PC CHARITABLE 25207 HIDALGO COUNTY 100 NORTH CLOSNER EDINBURG TX 78539 NONE GOV CHARITABLE 500000 SU CLINICA 105 EAST ALTON GLOOR BROWNSVILLE TX 78526 NONE PC CHARITABLE 621150 THE SALVATION ARMY - MCALLEN 1600 N 23RD ST MCALLEN TX 78501 NONE PC CHARITABLE 50000 BROWNSVILLE PUBLIC UTILITIES DISTRICT 1425 ROBINHOOD DR BROWNSVILLE TX 78520 NONE GOV CHARITABLE 100000 UTHSC AT HOUSTON 7000 FANNIN STREET HOUSTON TX 77030 NONE PC CHARITABLE 504901 TEXAS MENTAL HEALTH COLLABORATIVE FUND 4315 GUADALUPE AUSTIN TX 78751 NONE PC CHARITABLE 25000 Access Esperanza Clinics Inc 916 E Hackberry Ave MCALLEN TX 78501 NONE PC CHARITABLE 50000 CITY OF LOS INDIOS PO BOX 369 LOS INDIOS TX 78567 NONE GOV CHARITABLE 400000 CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS 205 W OLMOS DRIVE SAN ANTONIO TX 78212 NONE PC CHARITABLE 100000 CITY OF LOS FRESNOS 200 N BRAZIL LOS FRESNOS TX 78566 NONE GOV CHARITABLE 417260 CITY OF MISSION 1201 E 8TH STREET MISSION TX 78572 NONE GOV CHARITABLE 500000 CITY OF PORT ISABEL 305 E MAXAN STREET PORT ISABEL TX 78578 NONE GOV CHARITABLE 500000 INFANT AND FAMILY NUTRITION AGENCY 1225 BOCA CHICA BLVD BROWNSVILLE TX 78520 NONE PC CHARITABLE 30000 MHP SALUD 2111 GOLFSIDE SUITE 2B YPSILANTI MI 48197 NONE PC CHARITABLE 249770 THE VANNIE COOK CHILDRENS CANCER CENTER - TCH 101 WEST EXPRESSWAY 83 MCALLEN TX 78503 NONE PC CHARITABLE 258008 15905483 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 500000 TOWN OF COMBES 21626 HAND ROAD COMBES TX 78535 NONE GOV CHARITABLE 300000 855583 14 9456165 26 2077204 MANAGEMENT FEE REVENUE 541610 25000 PARTNERSHIP INCOME 900099 -263 01 280410 24737 11813779 11838516 false false false false false false false false false false X X 1 PINK RIBBON GOLF CLASSIC 1001 SOUTH ED CAREY DRIVE 221 HARLINGEN TX 78552 8500 X 2 MM NA EVERETT FOUNDATION BOA 901 MAIN ST 19TH FLOOR DALLAS TX 75202 11026 X 3 VB MEDICAL HOLDINGS 1267 NORTH STUART PLACE ROAD HARLINGEN TX 78522 220001 X 4 TR UA JOHN O REBER MEM COBALT BOA 901 MAIN ST 19TH FLOOR DALLAS TX 75202 18757 X 5 TENET HEALTH - VALLEY HEALTHCARE NE 2121 PEASE ST HARLINGEN TX 78550 29700 X 6 ESTATE OF ANTHONY J TRAHAN 814 HACKBERRY COURT BROWNSVILLE TX 78520 203299 X UBS - SEE ATTACHMENT 8-1 44045771 44045771 BOA - SEE ATTACHMENT 8-2 25297883 25297883 UBS - SEE ATTACHMENT 7-1 132185812 132185812 BOA - SEE ATTACHMENT 7-2 125266889 125266889 13718172 13718172 SANTE HEALTH VENTURES 5764269 5764269 HEALTH ENTERPRISE PARTNERS 2000450 2000450 UBS - SEE ATTACHMENT 9-1 3632698 3632698 BOA - SEE ATTACHMENT 9-2 5574445 5574445 BOA - SEE ALT INV ATT 9-3 8116766 8116766 TIFF ABSOLUTE RETURN POOL II 941229 941229 BLACKSTONE OFFSHORE PE FUND IV 4358066 4358066 PRISA 5116567 5116567 BLACKSTONE BTAS V 399642 399642 HIGH GROUND ENDOWMENT FUND 7541574 8608538 8608538 RESTRICTED BURIAL PLOT 925 925 925 INTEREST RECEIVABLE 336597 333478 333478 INSURANCE POLICIES CASH VALUE 850514 869086 869086 OTHER RECEIVABLE 4167 70203 70203 NOTE RECEIVABLE 388507 373538 373538 LAND HELD FOR RESALE 2055000 1480000 1480000 CHANGE IN MARKET VALUE OF REAL ESTATE 575000 BOOK/TAX DIFFERENCES FROM K-1S 471625 OFFICE AND COMPUTER EXPENSE 71682 6989 60611 INSURANCE 40526 3015 30251 OTHER EXPENSE 46600 36766 PURCHASED SERVICES 41759 2626 31221 PORTFOLIO EXPENSES 136457 136457 MANAGEMENT FEE REVENUE 25000 PARTNERSHIP INCOME 280147 280410 TEMP & PERM RESTRICTED NET ASSET CHANGES 982057 UNREALIZED GAIN 58292890 NET ASSETS RELEASED FROM RESTRICTION 31641 ANNUITY LIABILITIES 2437588 2344374 UBS INVESTMENT MGMT FEES 285426 285426 BOA INVESTMENT MGMT FEES 705430 705430 PAYROLL TAXES 44640 4045 40595 FEDERAL EXCISE TAX 215264