2023-05-03T08:15:44-05:00 2022-12-31 ERNST & YOUNG US LLP 111 W Houston St Ste 1901 SAN ANTONIO TX 78205 990 2022-01-01 746191561 ALVINA E MCKENNA CHARITABLE TRUST #2409 % FROST BANK ALVI 2102204438 C/O FROST BANK TRUSTEE PO BOX 2950 SAN ANTONIO TX 782992950 Debbie Broemsen Trustee 2102204997 2023-05-02 true Debbie Broemsen 999009999 Stewart Goodson P00084462 2102289696 2023-05-01 2 2022 2023-04-26 12:10:37Z FROST BANK PO BOX 2950 SAN ANTONIO TX 782292950 205678 false X N/A X 1973 TX THE ALVINA E. MCKENNA CHARITABLE TRUST WILL DISTRIBUTE 5% OF THE FAIR MARKET VALUE OF THE TRUST TO THE MCKENNA FOUNDATION, AS LONG AS THE FOUNDATION REMAINS A 501(C)(3) ORG. 1 0 0 0 0 0 0 0 74571 62175 0 0 74571 62175 69523 74216 0 0 4346 3959 0 0 0 6683 6890 80552 85065 -5981 -22890 952048 929159 0 0 952048 929159 X AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THE TRUST SHALL DISTRIBUTE 5% OF THE NET FAIR MARKET VALUE OF THE TRUST IN EACH CALENDAR YEAR AS DETERMINED ON THE LAST BUSINESS DAY IN THE PRECEDING CALENDAR YEAR TO THE MCKENNA FOUNDATION, AS LONG AS THE FOUNDATION REMAINS AN ORGANIZATION DESCRIBED UNDER CODE SECTION 501(C)(3). false false 79588 74216 MCKENNA FOUNDATION 79588 true false false false false false false false false true false false false false false false false false false false false 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 1 0 0 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 2102204438 PO BOX 2950 SAN ANTONIO TX 782292950 FROST BANK TRUSTEE DEBBIE BROEMSEN, ADMINISTRATOR 40.0 0.0 X 3959 0 0 3959 0 0 0 false false false NONE 0 0 0 25014 0 25014 0 0 0 0 0 180664 143503 37161 37161 0 37161 0 0 0 0 0 0 0 0 0 0 62175 0 62175 74216 74216 0 0 0 3959 3959 0 0 0 0 0 0 0 0 5651 1413 4238 0 0 0 1052 0 1052 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FOREIGN TAXES 187 0 187 85065 79588 5477 0 X 0 0 72348 53087 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 879700 876072 0 0 0 0 0 0 0 0 952048 929159 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 952048 929159 952048 929159 952048 929159 -22890 1 X false false false X X 1 MCKENNA FOUNDATION 262011830 3 true 74216 0 1 74216 true false false false false false false false false false false false false false false true false true 623 0 0 24819 25014 25442 25014 0 5134 5290 223 187 20085 19537 1354521 1213923 48905 33899 0 1403426 1247822 0 0 1403426 1247822 21051 18717 1382375 1229105 48383 43019 0 48383 43019 20085 17072 48383 48383 0 48383 74216 0 5371 0 0 0 79587 79587 48383 164.4937 48383 0 58538 64100 57485 65866 75195 321184 0 48383 10155 262646 79587 0 0 79587 0 0 342233 64100 57485 65866 75195 79587 FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 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 OF THE SUPPORTED ORGANIZATIONS. FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 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, DISTRIBUTION PLANS, AND OTHER SIMILAR MATTERS. 952048 62175 74216 5371 5477 929159 958029 74571 69523 5672 5357 952048 990701 40678 63449 2417 7484 958029 962932 91710 55299 2186 6913 990244 975532 59481 61940 3251 6890 962932 1.00000 false false PART V, LINE 4 AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THE TRUST SHALL DISTRIBUTE 5% OF THE NET FAIR MARKET VALUE OF THE TRUST IN EACH CALENDAR YEAR AS DETERMINED ON THE LAST BUSINESS DAY IN THE PRECEDING CALENDAR YEAR TO THE MCKENNA FOUNDATION, AS LONG AS THE FOUNDATION REMAINS AN ORGANIZATION DESCRIBED UNDER CODE SECTION 501(C)(3). true MCKENNA FOUNDATION 801 W SAN ANTONIO STREET NEW BRAUNFELS TX 78130 262011830 501(C)(3) 74216 CHARITABLE 1 FORM 990, PART VI, SECTION B, LINE 11B 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 A WRITTEN CONFLICT OF INTEREST POLICY. BANK POLICY REQUIRES ALL OFFICERS AND DIRECTORS TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT OF INTEREST. THE BANK INTERNAL POLICIES ARE REGULARLY AND CONSISTENTLY MONITORED FOR COMPLIANCE AND ENFORCEMENT BY INTERNAL AND EXTERNAL AUDITORS. 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. MCKENNA FOUNDATION 801 W SAN ANTONIO STREET NEW BRAUNFELS TX 78130 262011830 CHARITABLE TX 501(C)(3) 03 NA false false true false false false false false false false false false false false false false false false false false NONE NONE NONE