2024-09-13T17:04:52-05:00 2023-10-31 ERNST & YOUNG US LLP 425 HOUSTON ST STE 600 FORT WORTH TX 76102 990 2022-11-01 746149527 FREEMAN EDUCATIONAL FOUNDATION #2113 % FROST BANK TRUSTEE FREE 2102204438 FROST BANK PO DRAWER 2950 SAN ANTONIO TX 782992950 DEBBIE BROEMSEN TRUSTEE 2102204089 2024-09-11 true Melva Scott P01207335 8173351900 2022 2024-08-08 14:25:15Z DEBBIE BROEMSEN FROST BANK PO DRAWER 2950 SAN ANTONIO TX 782992950 6600530 false X N/A X 1973 TX THE PRIMARY PURPOSE OF THE FREEMAN EDUCATIONAL FOUNDATION IS TO PROVIDE SUPPORT TO BENEFICIARY ORGANIZATIONS. 1 0 0 0 0 0 0 0 0 2658472 2114677 40477 0 2698949 2114677 1095500 1004920 0 0 201412 163954 0 0 0 7560 67783 1304472 1236657 1394477 878020 27739289 35850106 0 7232797 27739289 28617309 X ONE OF THE PURPOSES OF THIS TRUST IS TO ASSIST DESERVING BOYS AND GIRLS OF GOOD CHARACTER WHO ARE IN NEED OF ASSISTANCE AND WHO ARE CITIZENS OF BOTH THE STATE OF TEXAS AND THE UNITED STATES IN OBTAINING A COLLEGE EDUCATION IN COLLEGES OR UNIVERSITIES IN THE STATE OF TEXAS. THE OTHER PURPOSE OF THIS TRUST IS TO ASSIST THE CHARITABLE ORGANIZATIONS SET FORTH IN THE TRUST DOCUMENT. false false 83615 71780 AMERICAN CANCER SOCIETY 83615 71780 AMERICAN HEART ASSOCIATION 83615 71780 THE ARC OF SAN ANTONIO 83614 71780 CLIFFORD CRAIG-BLEDSOE MEMORIAL FND. 83614 71780 CONGREGATION AGUDAS ACHIM 83614 71780 TEMPLE BETH-EL 83614 71780 CONGREGATION RODFEI SHOLOM 83614 71780 SAN ANTONIO LIGHTHOUSE FOR THE BLIND 83614 71780 THE SALVATION ARMY 83614 71780 CHRISTUS SANTA ROSA HEALTH CARE 83614 71780 JEWISH FEDERATION OF SAN ANTONIO 83614 71780 SANTA ROSA CHILDREN'S HOSPITAL FND. 83614 71780 FIRST DAY FOUNDATION 83614 71780 SAN ANTONIO JEWISH SENIOR SERVICES 919754 789580 1170599 true false false false false false false false false true false false false false false false false false false false true false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true true true true true true false false false X FROST BANK TRUSTEE 2102204089 P O DRAWER 2950 SAN ANTONIO TX 782992950 FROST BANK TRUSTEE DEBBIE BROEMSEN, ADMINISTRATOR 40.0 0.0 X 163954 0 0 163954 0 0 1 false false false NONE 0 0 0 1372781 0 1372781 0 0 0 0 0 5028712 199037 4485853 542859 199037 741896 0 741896 0 0 0 0 0 0 0 0 0 0 2114677 0 2114677 1004920 1004920 0 0 0 163954 163954 0 0 0 0 0 0 0 0 0 3450 1725 1725 0 0 43583 0 43583 17830 17830 0 0 0 0 0 0 0 0 0 0 0 0 FOREIGN TAX EXPENSE 2920 0 2920 1236657 1170599 66058 0 0 0 6739739 3070766 0 0 0 0 0 0 0 0 0 7726349 0 0 0 0 0 0 20999544 25052991 0 0 0 0 0 0 6 0 27739289 35850106 0 0 0 0 0 7232797 0 0 0 0 0 0 0 0 0 0 0 0 0 7232797 X 27739283 28617309 0 0 6 0 27739289 28617309 27739289 35850106 X 878020 X false false false X X 14 AMERICAN CANCER SOCIETY 237040934 7 true 71780 0 AMERICAN HEART ASSOCIATION 135613797 7 true 71780 0 THE ARC OF SAN ANTONIO 741200110 7 true 71780 0 CLIFFORD CRAIG BLEDSOE MEMORIAL FUND 746108505 7 true 71780 0 CONGREGATION AGUDAS ACHIM 741356588 1 true 71780 0 TEMPLE BETH-EL 741246242 1 true 71780 0 CONGREGATION RODFEI SHOLOM 741394415 1 true 71780 0 JEWISH FEDERATION OF SAN ANTONIO 741109662 7 true 71780 0 SAN ANTONIO LIGHTHOUSE FOR THE BLIND 741339051 7 true 71780 0 THE SALVATION ARMY 750800678 7 true 71780 0 SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION 741224362 7 true 71780 0 CHRISTUS SANTA ROSA HEALTH CARE 741109665 3 true 71780 0 FIRST DAY FOUNDATION 742874382 7 true 71780 0 SAN ANTONIO JEWISH SENIOR SERVICES 746061449 7 true 71780 0 14 1004920 true false false false false false false false false false false false false false false true false true 0 2217 0 682719 1372781 682719 1374998 0 0 45308 104432 20750 578287 1308940 22967106 23172616 1653867 1998902 7580008 7743805 32200981 32915323 0 0 32200981 32915323 483015 493730 31717966 32421593 1110129 1134756 0 1110129 1134756 578287 491544 1110129 1110129 0 1110129 1004920 0 165679 0 0 0 1170599 1170599 1110129 105.4471 1110129 0 0 0 0 0 105210 105210 0 105210 0 0 1170599 0 1004920 165679 0 0 165679 0 0 0 0 165679 FORM 990, SCHEDULE A, PART IV, SECTION D 2. THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY PARTICIPATING IN REGULAR COMMUNICATIONS. THERE IS A STRONG WORKING RELATIONSHIP BETWEEN THE TRUSTEE AND AN OFFICER OF THE SUPPORTED ORGANIZATIONS. THE TRUSTEE IS RESPONSIVE TO THE NEEDS OF ALL THE SUPPORTED ORGANIZATIONS. FORM 990, SCHEDULE A, PART IV, SECTION D 3. THE SUPPORTED ORGANIZATIONS PARTICIPATE IN REGULAR COMMUNICATIONS WITH THE TRUSTEE OF THE ORGANIZATION REGARDING THE SUPPORTED ORGANIZATION'S PROJECTED NEEDS. THE SUPPORTED ORGANIZATIONS ALSO PROVIDE SUGGESTIONS TO THE TRUSTEE REGARDING THE ORGANIZATION'S USE OF ASSETS, INCLUDING TIMING OF GRANTS AND MANNER OF MAKING GRANTS. IN ADDITION, THE TRUSTEE REGULARLY COMMUNICATES WITH THE SUPPORTED ORGANIZATIONS REGARDING INVESTMENTS, DISTRIBUTIONS PLANS, AND OTHER SIMILAR MATTERS. 34972086 0 2114677 1004920 165679 66058 35850106 26344812 0 3360095 1095500 870125 0 27739282 26687752 60000 631470 819000 172003 43407 26344812 18673439 0 9315861 1138888 79078 83582 26687752 18736339 46619 810230 813842 50814 55093 18673439 1.00000 false false PART V, LINE 4 AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THE BENEFICIARY ORGANIZATIONS LISTED UNDER FORM 990, PART III ARE ENTITLED TO RECEIVE AT LEAST ANNUALLY ALL THE INCOME OF THE FREEMAN EDUCATIONAL FOUNDATION. NONE OF THESE ORGANIZATIONS ARE CONTROLLED BY THE FREEMAN EDUCATIONAL FOUNDATION. EACH HAS A RIGHT TO DEMAND AN ACCOUNTING FROM AND ENFORCE THE TRUST INSTRUMENT OF THE FOUNDATION, A TRUST UNDER STATE LAW. Central America and the Caribbean Investments 400348 400348 400348 true false false false false false true AMERICAN CANCER SOCIETY PO BOX 720366 OKLAHOMA CITY OK 73162 237040934 501(C)(3) 71780 CHARITABLE GRANT AMERICAN HEART ASSOCIATION PO BOX 22035 ST PETERSBURG FL 33742 135613797 501(C)(3) 71780 CHARITABLE GRANT THE ARC OF SAN ANTONIO 13430 WEST AVENUE SAN ANTONIO TX 78216 741200110 501(C)(3) 71780 CHARITABLE GRANT CLIFFORD CRAIG-BLEDSOE MEMORIAL FOUNDATION 8706 MISSION ROAD SAN ANTONIO TX 78214 746108505 501(C)(3) 71780 CHARITABLE GRANT CONGREGATION AGUDAS ACHIM 16550 HUEBNER RD SAN ANTONIO TX 78248 741356588 501(C)(3) 71780 CHARITABLE GRANT TEMPLE BETH-EL 211 BELKNAP SAN ANTONIO TX 78212 741246242 501(C)(3) 71780 CHARITABLE GRANT CONGREGATION RODFEI SHOLOM 4154 SWANS LANDING SAN ANTONIO TX 78217 741394415 501(C)(3) 71780 CHARITABLE GRANT SAN ANTONIO LIGHTHOUSE FOR THE BLIND 2305 ROOSEVELT AVENUE SAN ANTONIO TX 78210 741339051 501(C)(3) 71780 CHARITABLE GRANT THE SALVATION ARMY PO BOX 36607 DALLAS TX 78235 750800678 501(C)(3) 71780 CHARITABLE GRANT CHRISTUS SANTA ROSA HEALTH CARE 343 W HOUSTON ST SAN ANTONIO TX 78205 741109665 501(C)(3) 71780 CHARITABLE GRANT JEWISH FED OF SAN ANTONIO 12500 NW MILITARY HWY SAN ANTONIO TX 78231 741109662 501(C)(3) 71780 CHARITABLE GRANT SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION 343 W HOUSTON ST SAN ANTONIO TX 78205 741224362 501(C)(3) 71780 CHARITABLE GRANT FIRST DAY FOUNDATION 1506 BEXAR CROSSING SAN ANTONIO TX 782321587 71780 CHARITABLE GRANT SAN ANTONIO JEWISH SENIOR SCV 13409 NW MILITARY HWY STE 210 SAN ANTONIO TX 78231 71780 CHARITABLE GRANT 14 PART I, LINE 2 PER THE GOVERNING INSTRUMENT, THE FREEMAN EDUCATIONAL FDN IS REQUIRED TO ANNUALLY DISTRIBUTE AN AMOUNT OF MONEY AT LEAST EQUAL TO THE "DISTRIBUTABLE AMOUNT", AS REQUIRED AND SET FORTH IN SECTION 4942 OF THE INTERNAL REVENUE CODE TO THE NAMED BENEFICIARIES: AMERICAN HEART ASSN, THE ARC OF SA, FIRST DAY FOUNDATION, CLIFFORD CRAIG-BLEDSOE MEMORIAL FDN, TEMPLE BETH-EL, CONGREGATION RODFEI SHOLOM, CONGREGATION AGUDAS ACHIM, SAN ANTONIO JEWISH SENIOR SERVICES, JEWISH FEDERATION OF SA, SA LIGHTHOUSE FOR THE BLIND, THE SALVATION ARMY, CHRISTUS SANTA ROSA HEALTHCARE, AMERICAN CANCER SOCIETY, & SANTA ROSA CHILDREN'S HOSP FDN. FORM 990, PART VI, SECTION B, LINE 11A THE ADMINISTRATOR FOR THE TRUST REVIEWS AND SIGNS FORM 990 AS REQUIRED BY INTERNAL BANK POLICIES. FORM 990, PART VI, SECTION B, LINE 12C FROST BANK HAS WRITTEN CONFLICT OF INTEREST POLICIES THAT STATE ANY DECISION MADE MUST BE IN THE ACCOUNTS BEST INTEREST. BANK POLICY REQUIRES ALL OFFICERS AND DIRECTORS TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT OF INTEREST. NO TRANSACTION OF THIS NATURE WILL BE CONSUMMATED WITHOUT CONSULATION WITH COUNSEL AND THE PRIOR APPROVAL OF THE STATEWIDE TRUST INVESTMENT COMMITTEE OR THE TRUST ADMINISTRATIVE COMMITTEE. ANNUALLY EMPLOYEES ARE ASKED TO SIGN AN ATTESTATION CERTIFYING THEY ARE IN COMPLIANCE WITH THESE POLICIES. MONTHLY MONITORING OCCURS OF EMPLOYEE AND IMMEDIATE FAMILY BROKERAGE ACCOUNTS TO MONITOR FOR CONFLICT OF INTEREST. THE BANK INTERNAL POLICIES ARE REGULARLY AND CONSISTENTLY MONITORED FOR COMPLIANCE AND ENFORCEMENT BY INTERNAL AND EXTERNAL AUDITORS. FROST BANK HAS A WRITTEN WHISTLEBLOWER POLICY AND A WRITTEN DOCUMENT RETENTION AND DESTRUCTIONS POLICY. COMPENSATION FOR THE TRUSTEE IS EITHER SET BY THE GOVERNING DOCUMENT OR REFLECT CHARGES THAT ARE NORMAL AND CUSTOMARY AS ESTABLISHED BY THE BANK FOR SIMILAR ACCOUNTS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF FORM 1023, TRUST GOVERNING DOCUMENTS, TAX RETURNS, AND FINANCIAL REPORTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. A COPY OF THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. AMERICAN CANCER SOCIETY PO BOX 720366 OKLAHOMA CITY OK 73162 237040934 CHARITABLE OK 501(C)(3) 07 NA false AMERICAN HEART ASSOCIATION PO BOX 22035 ST PETERSBURG FL 33742 135613797 CHARITABLE FL 501(C)(3) 07 NA false THE ARC OF SAN ANTONIO 13430 WEST AVENUE SAN ANTONIO TX 78216 741200110 CHARITABLE TX 501(C)(3) 07 NA false CLIFFORD CRAIG BLEDSOE MEMORIAL FUND 8706 MISSION ROAD SAN ANTONIO TX 78214 746108505 CHARITABLE TX 501(C)(3) 11 III-FI NA false CONGREGATION AGUDAS ACHIM 16550 HUEBNER ROAD SAN ANTONIO TX 78248 741356588 CHARITABLE TX 501(C)(3) 01 NA false TEMPLE BETH-EL 211 BELKNAP SAN ANTONIO TX 78212 741246242 CHARITABLE TX 501(C)(3) 01 NA false CONGREGATION RODFEI SHOLOM 4154 SWANS LANDING SAN ANTONIO TX 78217 741394415 CHARITABLE TX 501(C)(3) 01 NA false JEWISH FEDERATION OF SAN ANTONIO 12500 NW MILITARY STE 200 SAN ANTONIO TX 78231 741109662 CHARITABLE TX 501(C)(3) 07 NA false SAN ANTONIO LIGHTHOUSE FOR THE BLIND 2305 ROOSEVELT AVENUE SAN ANTONIO TX 78210 741339051 CHARITABLE TX 501(C)(3) 07 NA false THE SALVATION ARMY PO BOX 36607 DALLAS TX 75235 750800678 CHARITABLE TX 501(C)(3) 07 NA false SANTA ROSA CHILDRENS HOSPITAL FOUNDATION 343 W HOUSTON ST STE 505 SAN ANTONIO TX 78205 741224362 CHARITABLE TX 501(C)(3) 07 NA false CHRISTUS SANTA ROSA HEALTH CARE 343 W HOUSTON ST STE 505 SAN ANTONIO TX 78205 741109665 CHARITABLE TX 501(C)(3) 03 NA false FIRST DAY FOUNDATION 1506 BEXAR CROSSING San Antonio TX 782321587 742874382 CHARITABLE TX 501 (C)(3) 03 NA false SAN ANTONIO JEWISH SENIOR SERVICES 13409 NW MILITARY HWY STE 210 SAN ANTONIO TX 78231 746061449 CHARITABLE TX 501 (C)(3) 03 NA false false true true false false false false false false false false false false false false false false false NONE NONE NONE