2017-05-12T14:02:40-05:00 2016-12-31 Southern Wealth Management LLP 1826 N Loop 1604 W Suite 260 San Antonio TX 78248 990PF 2016-01-01 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 2017-05-10 true Richard W Jones P00546986 2104027200 2017-05-08 X 97.77.23.114 74386220171325000007 2017-05-12 P 40240BD90C5D2F42C95DC8EF87282997F6A9AF5E 40240BD90C5D2F42C95DC8EF87282997F6A9AF5E 2016 2021-01-29 14:40:06Z X 4923616 X 0 107012 107012 81215 287522 81215 188227 188227 0 20425 20425 0 0 22699 22699 3372 3372 1171 1171 47667 47667 0 0 255000 255000 302667 47667 0 255000 -114440 140560 302857 185761 185761 1093 1236 1093 1093 4378516 4383196 4736762 4682609 4570050 4923616 0 1881 0 1881 X 4682609 4568169 4682609 4568169 4682609 4570050 4682609 -114440 4568169 4568169 SCHWAB #990 - PUBLICLY TRADED SECURITIES 2012-01-01 2016-12-31 109853 60880 48973 48973 SCHWAB #217 - PUBLICLY TRADED SECURITIES 2016-01-01 2016-12-31 368 371 -3 -3 SCHWAB #217 - PUBLICLY TRADED SECURITIES 2012-01-01 2016-12-31 50393 46040 4353 4353 SCHWAB #692 - PUBLICLY TRADED SECURITIES 2014-03-27 2016-08-24 99985 99016 969 969 CAPITAL GAIN DIVIDENDS P 26923 81215 false 268206 5226719 0.051314 255826 5427165 0.047138 249433 5223769 0.04775 240283 4952583 0.048517 16253 4836802 0.00336 0.198079 0.039616 4956013 196337 1406 197743 255000 X 1406 1406 1406 3206 3206 1800 1800 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 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 4661073 370412 0 5031485 0 5031485 75472 4956013 247801 247801 1406 1406 246395 246395 246395 255000 0 0 0 0 255000 1406 253594 246395 253544 2014 2013 2012 0 0 255000 253544 1456 0 0 0 0 244939 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 ASPCA PO BOX 96929 WASHINTON DC 200906929 NONE PC GENERAL FUND 10000 CIBOLO NATURE CENTER 140 CITY PARK ROAD BOERNE TX 78006 NONE PC GENERAL FUND 25000 CITY HARVEST 6 EAST 32ND ST 5TH FLOOR NEW YORK NY 10016 NONE PC GENERAL FUND 15000 GO PROJECT 50 COOPER SQUARE 3RD FLOOR NEW YORK NY 10003 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 15000 NORTH HAVEN HISTORICAL SOCIETY PO BOX 322 NORTH HAVEN ME 04853 NONE PC GENERAL FUND 15000 SAMMINISTRIES 5254 BLANCO ROAD SAN ANTONIO TX 782167017 NONE PC GENERAL FUND 5000 AMERICAN FRIENDS OF THE ROYAL FOUNDATION 845 Third Avenue 6th Floor New York NY 10022 NONE PC GENERAL FUND 10000 URBAN ROOTS 4900 GONZALES STREET AUSTIN TX 78702 NONE PC GENERAL FUND 25000 PREEMPTIVE LOVE COALITION 1300 Darbyton Drive Hewitt TX 76643 NONE PC GENERAL FUND 5000 THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S PO BOX 4777 GRAND CENTRAL STATION NEW YORK NY 101634777 NONE PC GENERAL FUND 15000 CAMP AGAPE PO BOX 1484 MARBLE FALLS TX 78654 NONE PC GENERAL FUND 5000 Catholic Charities USA PO Box 17066 Baltimore MD 21297 NONE PC GENERAL FUND 15000 PUBLICOLOR 20 WEST 36TH STREET 9TH FLOOR NEW YORK NY 10018 NONE PC GENERAL FUND 10000 Communities in Schools - San Antonio 1616 E Commerce St Bldg 1 San Antonio TX 782053348 NONE PC GENERAL FUND 5000 SNIPSA PO Box 90325 San Antonio TX 78209 NONE PC GENERAL FUND 5000 Society for Animal Rescue & Adoption (SARA) PO Box 813 Seguin TX 781560813 NONE PC GENERAL FUND 5000 St Jude Children's Research Hospital PO Box 1893 Memphis TN 381019950 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 255000 14 107012 18 81215 188227 188227 false false false false false false false false false false PROFESSIONAL FEES 20425 20425 SCHWAB #692 3366162 3258300 SCHWAB #990 593431 1070723 SCHWAB #217 423603 407739 MISCELLANEOUS 1171 1171 MISCELLANEOUS OTHER LIABILITIES 0 1881 ADVISORY FEES 22699 22699 FOREIGN TAX 3372 3372