FROST BANK: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FROST BANK (EIN 74-2058155)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349101832
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T10:01:21-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742058155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE FOUNDATION FROST F0359600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FROS | BusinessNameControlTxt |
| Phone | 2102204438 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2950 TAX DEPT FLOOR 5 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782992950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FROST BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2102204438 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,259,925 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $384,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $384,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $484,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,045,333 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $484,224 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $923,237 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $923,237 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,292,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,792,072 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $105,362 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,681 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,681 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,916 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $97,946 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97,946 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $253,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $184,218 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,356 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,391,103 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,391,103 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,644,732 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $184,218 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,444,459 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,352,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,607,854 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $205,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $606,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $606,101 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $1,650,159 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,402,301 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,391,640 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,515,549 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,010,438 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,063,417 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12 | OtherAssetsBOYAmt |
| Other Assets EOY | $12 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,198,767 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,371,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,018,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,259,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,371,512 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,018,852 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,371,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,018,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,371,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,018,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,371,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,352,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,018,852 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,018,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2029.629 ARTISAN HIGH INCOME FD INSTL | 2021-04-06 | 2025-01-15 | $18,531 | $20,763 | -$2,232 | -$2,232 | |
| 6761.411 BAIRD AGGREGATE BD FD INSTL | 2024-12-16 | 2025-01-15 | $65,112 | $66,127 | -$1,015 | -$1,015 | |
| 71.001 ISHARES S&P 500 STK INDEX FUND CL K | 2024-12-16 | 2025-01-15 | $49,448 | $50,434 | -$986 | -$986 | |
| 7995.041 FROST TOTAL RETURN BOND FUND INSTL | 2024-12-16 | 2025-01-15 | $77,232 | $78,192 | -$960 | -$960 | |
| 581. ISHARES RUSSELL MID-CAP GROWTH ETF | 2023-01-05 | 2025-01-15 | $75,702 | $57,718 | $17,984 | $17,984 | |
| 613. ISHARES S&P MIDCAP 400/VALUE ETF | 2022-01-06 | 2025-01-15 | $78,201 | $68,677 | $9,524 | $9,524 | |
| 3725. SCHWAB US DIVIDEND EQUITY ETF | 2022-01-06 | 2025-01-15 | $103,384 | $101,165 | $2,219 | $2,219 | |
| 5087.324 VANGUARD SHORT-TERM INV GRADE INSTL | 2024-12-16 | 2025-01-15 | $52,399 | $52,552 | -$153 | -$153 | |
| 163. VANGUARD GROWTH ETF | 2022-03-07 | 2025-01-15 | $67,231 | $42,200 | $25,031 | $25,031 | |
| 46592.269 BAIRD AGGREGATE BD FD INSTL | 2024-12-16 | 2025-03-26 | $456,138 | $455,672 | $466 | $466 | |
| 31786.364 FROST TOTAL RETURN BOND FUND INSTL | 2021-01-05 | 2025-03-26 | $311,506 | $326,472 | -$14,966 | -$14,966 | |
| 29432.511 FROST TOTAL RETURN BOND FUND INSTL | 2022-01-06 | 2025-04-03 | $289,616 | $301,877 | -$12,261 | -$12,261 | |
| 21574.731 VANGUARD SHORT-TERM INV GRADE INSTL | 2021-04-06 | 2025-04-03 | $225,024 | $236,028 | -$11,004 | -$11,004 | |
| 34271.733 BAIRD AGGREGATE BD FD INSTL | 2024-12-16 | 2025-04-24 | $334,835 | $335,178 | -$343 | -$343 | |
| 11596.292 FROST TOTAL RETURN BOND FUND INSTL | 2024-12-16 | 2025-05-01 | $112,484 | $113,412 | -$928 | -$928 | |
| 13652.636 VANGUARD SHORT-TERM INV GRADE INSTL | 2021-04-06 | 2025-05-01 | $142,124 | $149,360 | -$7,236 | -$7,236 | |
| 5144.033 BAIRD AGGREGATE BD FD INSTL | 2024-12-16 | 2025-05-16 | $50,000 | $50,309 | -$309 | -$309 | |
| 5181.347 FROST TOTAL RETURN BOND FUND INSTL | 2024-12-16 | 2025-05-16 | $50,000 | $50,674 | -$674 | -$674 | |
| 767. ISHARES MSCI EAFE ETF | 2024-04-15 | 2025-05-16 | $66,825 | $60,022 | $6,803 | $6,803 | |
| 475. ISHARES RUSSELL MID-CAP GROWTH ETF | 2022-07-18 | 2025-05-16 | $64,047 | $39,137 | $24,910 | $24,910 | |
| 637. ISHARES S&P MIDCAP 400/VALUE ETF | 2022-01-06 | 2025-05-16 | $78,367 | $71,366 | $7,001 | $7,001 | |
| 1289. ISHARES MSCI EMERGING MKTS EX-CHINA ETF | 2024-04-15 | 2025-05-16 | $77,321 | $73,397 | $3,924 | $3,924 | |
| 1886. SCHWAB US DIVIDEND EQUITY ETF | 2025-03-26 | 2025-05-16 | $49,988 | $52,418 | -$2,430 | -$2,430 | |
| 121. VANGUARD GROWTH ETF | 2024-04-15 | 2025-05-16 | $50,156 | $41,537 | $8,619 | $8,619 | |
| 170. VANGUARD GROWTH ETF | 2024-04-15 | 2025-06-06 | $71,866 | $58,358 | $13,508 | $13,508 | |
| 2195.397 ARTISAN HIGH INCOME FD INSTL | 2022-01-06 | 2025-07-02 | $20,264 | $22,104 | -$1,840 | -$1,840 | |
| 686.295 ISHARES S&P 500 STK INDEX FUND CL K | 2024-04-15 | 2025-07-02 | $500,000 | $386,392 | $113,608 | $113,608 | |
| 1833.04 FROST CREDIT FUND INSTL | 2022-01-06 | 2025-07-02 | $17,231 | $18,349 | -$1,118 | -$1,118 | |
| 5216.94 FROST TOTAL RETURN BOND FUND INSTL | 2024-12-16 | 2025-07-02 | $50,656 | $51,022 | -$366 | -$366 | |
| 3932.096 GOLDMAN SACHS GQG PARTNERS INTL OPPS FD R6 | 2025-05-08 | 2025-07-02 | $89,023 | $83,068 | $5,955 | $5,955 | |
| 196. ISHARES MSCI EAFE ETF | 2024-04-15 | 2025-07-02 | $17,514 | $14,363 | $3,151 | $3,151 | |
| 32. ISHARES S&P MIDCAP 400/VALUE ETF | 2022-01-06 | 2025-07-02 | $4,062 | $3,585 | $477 | $477 | |
| 266. ISHARES MSCI EMERGING MKTS EX-CHINA ETF | 2024-04-15 | 2025-07-02 | $16,927 | $15,146 | $1,781 | $1,781 | |
| 4102. SCHWAB US DIVIDEND EQUITY ETF | 2025-03-26 | 2025-07-02 | $111,476 | $114,009 | -$2,533 | -$2,533 | |
| 4182.038 VANGUARD SHORT-TERM INV GRADE INSTL | 2021-04-06 | 2025-07-02 | $43,744 | $45,751 | -$2,007 | -$2,007 | |
| 225. VANGUARD GROWTH ETF | 2024-04-15 | 2025-07-02 | $98,284 | $77,239 | $21,045 | $21,045 | |
| 10845.523 BAIRD AGGREGATE BD FD INSTL | 2024-12-16 | 2025-07-09 | $106,503 | $106,069 | $434 | $434 | |
| 340.928 ISHARES S&P 500 STK INDEX FUND CL K | 2022-07-19 | 2025-07-09 | $249,859 | $160,927 | $88,932 | $88,932 | |
| 272.481 ISHARES S&P 500 STK INDEX FUND CL K | 2022-07-19 | 2025-07-09 | $199,696 | $125,886 | $73,810 | $73,810 | |
| 7883.338 FROST TOTAL RETURN BOND FUND INSTL | 2024-12-16 | 2025-07-09 | $76,468 | $77,099 | -$631 | -$631 | |
| 322. ISHARES RUSSELL MID-CAP GROWTH ETF | 2022-07-18 | 2025-07-09 | $44,889 | $26,531 | $18,358 | $18,358 | |
| 333. ISHARES S&P MIDCAP 400/VALUE ETF | 2023-01-05 | 2025-07-09 | $42,410 | $34,838 | $7,572 | $7,572 | |
| 557. ISHARES MSCI EMERGING MKTS EX-CHINA ETF | 2024-04-15 | 2025-07-09 | $35,351 | $31,716 | $3,635 | $3,635 | |
| 1115. SCHWAB US DIVIDEND EQUITY ETF | 2025-03-26 | 2025-07-09 | $30,291 | $30,712 | -$421 | -$421 | |
| 4392.091 VANGUARD SHORT-TERM INV GRADE INSTL | 2021-04-06 | 2025-07-09 | $45,853 | $48,049 | -$2,196 | -$2,196 | |
| 119. VANGUARD GROWTH ETF | 2024-04-15 | 2025-07-09 | $52,523 | $40,851 | $11,672 | $11,672 | |
| 3891. SCHWAB US DIVIDEND EQUITY ETF | 2025-05-08 | 2025-09-12 | $107,584 | $102,385 | $5,199 | $5,199 | |
| 23328. SCHWAB US DIVIDEND EQUITY ETF | 2024-04-15 | 2025-09-12 | $645,005 | $590,196 | $54,809 | $54,809 | |
| 22729.376 BAIRD AGGREGATE BD FD INSTL | 2025-09-12 | 2025-10-07 | $226,839 | $224,390 | $2,449 | $2,449 | |
| 6842.228 FROST TOTAL RETURN BOND FUND INSTL | 2025-09-12 | 2025-10-07 | $67,054 | $67,464 | -$410 | -$410 | |
| 15838.112 FROST TOTAL RETURN BOND FUND INSTL | 2022-01-06 | 2025-10-07 | $155,214 | $162,341 | -$7,127 | -$7,127 | |
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,064 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $484,224 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,656 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,656 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,693 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROST BANK TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102204438 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W HOUSTON ST | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FROST BANK TRUSTEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2950 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78299 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $105,362 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,405,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $415,074 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,296,372 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,116,855 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,116,855 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,875,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $793,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $793,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,349 | TotalTaxAmt |
| Distributable Before Adj | $771,406 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $771,406 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $771,406 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,444,459 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,444,459 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $771,406 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,373,105 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,804,658 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,571,646 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,507,655 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,417,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,674,708 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,444,459 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $771,406 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,673,053 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,347,761 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,373,105 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,974,656 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,804,658 | ExcessFromYear4Amt |
| Excess From Year3 | $1,571,646 | ExcessFromYear3Amt |
| Excess From Year2 | $1,507,655 | ExcessFromYear2Amt |
| Excess From Year1 | $1,417,644 | ExcessFromYear1Amt |
| Excess From Current Year | $3,673,053 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EXECUTIVE COMMITTEE OF THE FROST BA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W HOUSTON STREET | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2102204438 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANT REQUEST SHOULD BE SENT ON THE ORGANIZATION'S LETTERHEAD AND SIGNED BY A MEMBER OF THE BOARD OF DIRECTORS OR AN OFFICER OF THE ORGANIZATION MAKING THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO FORMAL DEADLINES FOR SUBMITTING REQUESTS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO EXPRESS RESTRICTIONS OR LIMITATIONS ON GRANTS BASED ON GEOGRAPHICAL AREAS, CHARITABLE FIELDS, OR KINDS OF INSTITUTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Teach For America | ||||||||
| PO BOX 23338 | San Antonio | TX | 782239998 | NONE | PC | UNRESTRICTED GRANT FOR | $10,000 | |
| GIRLS INC OF SAN ANTONIO | ||||||||
| 2214 BASSE RD | SAN ANTONIO | TX | 78213 | NONE | PC | UNRESTRICTED GRANT FOR | $10,000 | |
| THRIVEWELL CANCER FNDN | ||||||||
| P O BOX 29331 | SAN ANTONIO | TX | 78229 | NONE | PC | UNRESTRICTED GRANT | $3,603 | |
| TEXAS A&M SAN ANTONIO FOUNDATION | ||||||||
| ONE UNIVERSITY WAY | SAN ANTONIO | TX | 78221 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| BRACKENRIDGE PARK CONSERVANCY | ||||||||
| PO BOX 6311 | SAN ANTONIO | TX | 78209 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| HEMISFAIR CONSERVANCY | ||||||||
| PO BOX 1262 | SAN ANTONIO | TX | 78295 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| SAN ANTONIO REPORT | ||||||||
| 711 NAVARRO ST STE 535 | SAN ANTONIO | TX | 78205 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| TEXAS BIOMEDICAL RESEARCH INSTITUTE | ||||||||
| PO BOX 760549 | SAN ANTONIO | TX | 782450549 | NONE | PC | UNRESTRICTED GRANT FOR | $25,000 | ATTN BRUCE EDWARD CFO |
| OUR LADY OF THE LAKE UNIVERSITY | ||||||||
| 411 SW 24TH STREET | SAN ANTONIO | TX | 78207 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| TRINITY UNIVERSITY | ||||||||
| 715 STADIUM DRIVE 49 | SAN ANTONIO | TX | 782127200 | NONE | PC | UNRESTRICTED GRANT FOR | $10,000 | OFFICE OF STUDENT ACCOUNTS |
| YMCA OF SAN ANTONIO | ||||||||
| 231 E RHAPSODY | SAN ANTONIO | TX | 78216 | NONE | PC | UNRESTRICTED GRANT FOR | $10,000 | |
| UNIVERSITY OF THE INCARNATE WORD | ||||||||
| 4301 BROADWAY | SAN ANTONIO | TX | 782096399 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| TEXAS MILITARY INSTITUTE | ||||||||
| 20955 TEJAS TRAIL WEST | SAN ANTONIO | TX | 782571603 | NONE | PC | UNRESTRICTED GRANT FOR | $10,000 | |
| TEXAS LUTHERAN UNIVERSITY | ||||||||
| 1000 WEST COURT STREET | SEGUIN | TX | 78155 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | ATTN BUSINESS OFFICE |
| GIRL SCOUTS OF SOUTHWEST TEXAS | ||||||||
| 811 N COKER LOOP | SAN ANTONIO | TX | 78216 | NONE | PC | UNRESTRICTED GRANT FOR | $30,000 | |
| ST MARY'S UNIVERSITY | ||||||||
| ONE CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| YWCA | ||||||||
| 503 CASTROVILLE RD | SAN ANTONIO | TX | 78237 | NONE | PC | GRANT | $10,000 | |
| KEYSTONE SCHOOL | ||||||||
| 119 EAST CRAIG PLACE | SAN ANTONIO | TX | 78212 | NONE | PC | UNRESTRICTED GRANT | $20,000 | |
| MCNAY ART MUSEUM | ||||||||
| 6000 NORTH NEW BRAUNFELS PO BOX 606 | SAN ANTONIO | TX | 78209 | NONE | PC | UNRESTRICTED GRANT FOR | $10,000 | |
| SANTA ROSA CHILDRENS HOSPITAL OF SAFDN | ||||||||
| PO BOX 1661 | SAN ANTONIO | TX | 782961661 | NONE | PC | UNRESTRICTED GRANT FOR | $25,000 | |
| GOODWILL INDUSTRIES OF SAN ANTONIO | ||||||||
| 406 W COMMERCE | SAN ANTONIO | TX | 78207 | NONE | PC | UNRESTRICTED GRANT | $5,000 | |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE | ||||||||
| 501 E 32ND ST | AUSTIN | TX | 78705 | NONE | PC | UNRESTRICTED GRANT FOR | $10,000 | SOUTHWEST |
| UNITED WAY OF SAN ANTONIO | ||||||||
| P O BOX 679247 | SAN ANTONIO | TX | 752679247 | NONE | PC | UNRESTRICTED GRANT FOR | $1,865,000 | AND BEXAR COUNTY |
| SAN ANTONIO ZOOLOGICAL SOCIETY | ||||||||
| 3903 N ST MARYS ST | SAN ANTONIO | TX | 78212 | NONE | PC | UNRESTRICTED GRANT FOR | $10,000 | |
| CHARITY BALL ASSOCIATION | ||||||||
| P O BOX 2357 | SAN ANTONIO | TX | 782982357 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| UT HEALTH SAN ANTONIO | ||||||||
| 7703 FLOYD CURL DR | SAN ANTONIO | TX | 78229 | NONE | PC | UNRESTRICTED GRANT FOR | $30,000 | |
| UVALDE COUNTY HOSPITAL AUTHORITY | ||||||||
| 1025 GARNER FIELD ROAD | UVALDE | TX | 78801 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| UNIVERSITY OF TEXAS AT SAN ANTONIO | ||||||||
| 1 UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | PC | UNRESTRICTED GRANT FOR | $200,000 | |
| SAN ANTONIO CHRISTIAN SCHOOLS | ||||||||
| 19202 REDLAND ROAD BLDG 1 | SAN ANTONIO | TX | 78259 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| YOUTH ORCHESTRAS OF SAN ANTONIO | ||||||||
| 106 AUDITORIUM CIRCLE STE 130 | SAN ANTONIO | TX | 78205 | NONE | PC | UNRESTRICTED GRANT | $20,000 | |
| SAN ANTONIO FOOD BANK | ||||||||
| 5200 ENRIQUE M BARRERA PKWY | SAN ANTONIO | TX | 782272209 | NONE | PC | UNRESTRICTED GRANT FOR | $30,000 | |
| COMMUNITY FOUNDATION OF THE TEXAS HILL C | ||||||||
| 241 EARL GARRETT ST | KERRVILLE | TX | 78028 | NONE | PC | UNRESTRICTED GRANT | $500,000 | OUNTRY |
| TEXAS A&M FOUNDATION | ||||||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 778402811 | NONE | PC | UNRESTRICTED GRANT FOR | $50,000 | ATTN DOYLE THOMPSON |
| UNIVERSITY HEALTH SYS FND | ||||||||
| 4502 MEDICAL DR MS 1-2 | SAN ANTONIO | TX | 78229 | NONE | PC | UNRESTRICTED GRANT FOR | $30,000 | |
| ALAMO COMMUNITY COLLEGE DISTRICT FN | ||||||||
| 2222 N ALAMO ST | SAN ANTONIO | TX | 78215 | NONE | PC | UNRESTRICTED GRANT FOR | $15,000 | |
| TEXAS CAVALIER CHARITABLE FOUNDATION | ||||||||
| 1250 NE LOOP 410 STE 234 | SAN ANTONIO | TX | 78209 | NONE | PC | UNRESTRICTED GRANT FOR | $12,500 | |
| TEXAS PUBLIC RADIO | ||||||||
| 8401 DATAPOINT SUITE 800 | SAN ANTONIO | TX | 78229 | NONE | PC | UNRESTRICTED GRANT FOR | $10,000 | |
| Texas Economic Development Corporation | ||||||||
| PO BOX 684702 | San Antonio | TX | 78768 | NONE | PC | UNRESTRICTED GRANT FOR | $100,000 | |
| PROJECT QUEST INC | ||||||||
| 800 QUINTANA RD BLDG8 | SAN ANTONIO | TX | 78211 | NONE | PC | UNRESTRICTED GRANT FOR | $25,000 | |
| SAN ANTONIO MUSEUM OF ART | ||||||||
| 200 WEST JONES AVE | SAN ANTONIO | TX | 78215 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| MERCED HOUSING TEXAS | ||||||||
| PO BOX 12870 | SAN ANTONIO | TX | 78212 | NONE | PC | UNRESTRICTED GRANT | $30,000 | |
| TEXAS STATE AFFORDABLE HOUSING CORP | ||||||||
| 6701 SHIRLEY AVENUE | AUSTIN | TX | 78752 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | |
| GEMINI SERIES INC | ||||||||
| 1111 NAVARRO | SAN ANTONIO | TX | 78205 | NONE | PC | UNRESTRICTED GRANT | $5,000 | DBA GEMINI INK |
| CHILDRENS BEREAVEMENT CENTER OF SOUTH | ||||||||
| 205 W OLMOS DRIVE | SAN ANTONIO | TX | 782123307 | NONE | PC | UNRESTRICTED GRANT FOR | $5,000 | TEXAS |
| SAN ANTONIO FOR GROWTH ON THE EASTSIDE | ||||||||
| 200 CHESTNUT | SAN ANTONIO | TX | 78202 | NONE | PC | UNRESTRICTED GRANT | $15,000 | SAGE |
| LEAGUE OF WOMEN VOTERS IN TEXAS | ||||||||
| PO BOX 12811 | SAN ANTONIO | TX | 78212 | NONE | PC | UNRESTRICTED GRANT | $5,000 | |
| SAN ANTONIO AREA FOUNDATION | ||||||||
| 155 CONCORD PLAZA DR SUITE 301 | SAN ANTONIO | TX | 78216 | NONE | PC | UNRESTRICTED GRANT FOR | $1,100,000 | ATTN CHIEF FINANCIAL OFFICER |
| TEXAS 2036 | ||||||||
| 210 W TH STREET SUITE 1100 | AUSTIN | TX | 78701 | NONE | PC | UNRESTRICTED GRANT | $5,000 | |
| SA Talent INC ( SA Digital Connects ) | ||||||||
| 112 E PECAN ST STE263 | San Antonio | TX | 78205 | NONE | PC | UNRESTRICTED GRANT FOR | $25,000 | |
| COPS METRO EDUCATION FUND | ||||||||
| 1511 SALTILLO ST | SAN ANTONIO | TX | 78207 | NONE | PC | UNRESTRICTED GRANT FOR | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,391,103 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $384,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $484,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL AND GAS INCOME | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $923,237 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,792,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,792,072 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CULLENFROST BANKERS INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W HOUSTON ST | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION FEES | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $675 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN HIGH INCOME FUND | $242,729 | $238,030 |
| FROST CREDIT FUND INST CL | $132,547 | $127,477 |
| FROST TOTAL RETURN BOND FUND C | $1,299,002 | $1,287,324 |
| FIDELITY CONSERVATIVE INC BOND | ||
| VANGUARD ST INV GRADE | $728,023 | $738,809 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COHEN & STEERS INST REALTY | |||
| ISHARES S&P 500 STK INDEX FUND | AT COST | $3,171,263 | $4,279,498 |
| ISHARES MSCI EAFE ETF | AT COST | $396,932 | $508,767 |
| ISHARES RUSSELL MID-CAP GROWTH | AT COST | $365,668 | $507,774 |
| ISHARES S&P MIDCAP 400/VALUE E | AT COST | $405,168 | $489,778 |
| SCHWAB US DIVIDEND EQUITY ETF | |||
| VANGUARD GROWTH ETF | AT COST | $784,655 | $1,160,619 |
| VANGUARD SMALL-CAP EFT | AT COST | $429,822 | $492,942 |
| BAIRD AGGREGATE BD FD INSTL | AT COST | $1,224,118 | $1,244,144 |
| FROST TOTAL RETURN BOND FUND I | |||
| GOLDMAN SACHS GQG PARTNERS INT | AT COST | $459,903 | $490,775 |
| ISHARES MSCI EMERGING MKTS EX- | AT COST | $315,651 | $398,650 |
| PUTNAM FOCUSED LARGE CAP VALUE | AT COST | $457,258 | $490,470 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL ASSETS | Desc |
| BOY Book Value | $12 | BOYBookValueAmt |
| EOY Book Value | $12 | EOYBookValueAmt |
| EOYFMV | $4,198,767 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX RENDITION | $308 | $308 | $0 |
| MINERAL FEE | $54,323 | $54,323 | $0 |
| INTANGIBLE COST | $43,315 | $43,315 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL AND GAS INCOME | Desc |
| Revenue And Expenses Per Books | $923,237 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $923,237 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2024 TAX PAYMENT | $1,399 | $0 | $0 |
| FEDERAL ESTIMATES | $14,656 | $0 | $0 |
| ROYALTY - PRODUCTION TAX | $15,391 | $15,391 | $0 |
| ROYALTY - AD VALOREM TAX | $17,525 | $17,525 | $0 |
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