LOUIS & MARY STUMBERG FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS & MARY STUMBERG FOUNDATION (EIN 74-6367261)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202301329349101810
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T09:08:45-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W Houston St Ste 1901 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746367261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS H AND MARY PATRICIA STUMBERG | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DIANA M STUMBERG | InCareOfNm |
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2102710448 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W OLMOS DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | L HERBERT STUMBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2102289696 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | L HERBERT | PersonFirstNm |
| Person Last | STUMBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEWART GOODSON | PreparerPersonNm |
| PTIN | P00084462 | PTIN |
| Phone | 2102289696 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,001,885 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $287,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $287,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,513,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,184,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,513,211 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,800,677 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,800,677 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $90 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $90 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,330 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,165 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,165 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,493 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,084 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,409 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,777 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,642 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $94,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,574 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $271,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,574 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,528,987 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,721,696 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $158 | CashBOYAmt |
| Cash EOY | $58,068 | CashEOYAmt |
| Cash EOYFMV | $58,068 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $382,179 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,063 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,879,996 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,055,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,163,435 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,270,145 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,764,608 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,597,319 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,532,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,061,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,001,885 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,532,478 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,061,465 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,532,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,061,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,532,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,061,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,532,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,528,987 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,061,465 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,061,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ST SALES THRU FROST | P | $255,203 | $304,021 | -$48,818 | -$48,818 |
| LT SALES THRU FROST | P | $5,914,112 | $4,367,607 | $1,546,505 | $1,546,505 |
| CAPITAL GAIN DIVIDENDS | P | $15,524 | |||
| CAPITAL GAIN DIVIDENDS | P | $15,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,513,211 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,932 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,932 | SubtotalAmt |
| Tax Based On Investment Income | $23,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,020 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,020 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $771 | EsPenaltyAmt |
| Tax Due | $17,683 | TaxDueAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANA M STUMBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102710448 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W OLMOS DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY PAT STUMBERG | ||||||||
| 227 W OLMOS DRIVE | SAN ANTONIO | TX | 78212 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| LOUIS H STUMBERG JR | ||||||||
| 227 W OLMOS DRIVE | SAN ANTONIO | TX | 78212 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DIANA M STUMBERG | ||||||||
| 227 W OLMOS DRIVE | SAN ANTONIO | TX | 78212 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ERIC B STUMBERG | ||||||||
| 227 W OLMOS DRIVE | SAN ANTONIO | TX | 78212 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,747,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $256,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,004,758 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,004,758 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,779,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $738,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $738,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,932 | TotalTaxAmt |
| Distributable Before Adj | $715,052 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $715,052 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $715,052 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,574 | 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 | $186,574 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $715,052 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,325 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $186,574 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,325 | AppliedToYear1Amt |
| Applied To Current Year | $168,249 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $546,803 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | M P STUMBERG 227 W OLMOS DRIVE | ContributingManagerNm |
| Contributing Manager | ERIC B STUMBERG 106 EAST 6TH STRE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANA M STUMBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W OLMOS DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2102710448 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM OUTLINING THE NEEDS OF THE APPLICANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS SHOULD BE SUBMITTED BY DECEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTED OR LIMITATIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN | ||||||||
| 603 E Hildebrand Ave | San Antonio | TX | 78212 | NONE | PC | CHARITABLE | $10,000 | |
| LAITY LODGE FOUNDATION | ||||||||
| PO BOX 290670 | KERVILLE | TX | 78029 | NONE | PC | CHARITABLE | $5,000 | |
| SAN ANTONIO BOTANICAL GARDEN SOCIETY INC | ||||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | PC | CHARITABLE | $5,000 | |
| ALAMO HEIGHTS CHRISTIAN SCHOOL | ||||||||
| 7101 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | CHARITABLE | $5,000 | |
| CHILDRENS BEREAVEMENT CENTER | ||||||||
| 205 W OLMOS DRIVE | SAN ANTONIO | TX | 78212 | NONE | PC | CHARITABLE | $5,000 | |
| SAMMINISTRIES SOCIAL ENTERPRISES | ||||||||
| 1919 NW LOOP 410 | SAN ANTONIO | TX | 78213 | NONE | PC | CHARITABLE | $1,000 | ROOM 100 |
| UNITED WAY OF SAN ANTONIO | ||||||||
| 700 S ALAMO ST | SAN ANTONIO | TX | 78205 | NONE | PC | CHARITABLE | $25,000 | |
| OPERA SAN ANTONIO | ||||||||
| PO BOX 2641 | SAN ANTONIO | TX | 78299 | NONE | PC | CHARITABLE | $5,000 | |
| THE MCNAY ART MUSUEM | ||||||||
| 6000 N NEW BRAUNFELS AVE | SAN ANTONIO | TX | 78209 | NONE | PC | CHARITABLE | $5,000 | |
| TEXAS CAVALIERS | ||||||||
| 1250 NE Loop 410 Ste 232 | SAN ANTONIO | TX | 78209 | NONE | PC | CHARITABLE | $1,000 | |
| UT HEALTH SCIENCE CENTER | ||||||||
| 7703 FLOYD CURL DRIVE | SAN ANTONIO | TX | 78229 | NONE | PC | CHARITABLE | $100,000 | MC 7835 |
| THE WITTE MUSUEM | ||||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,000 | 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 | $287,466 | 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 | $1,513,211 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,800,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,800,677 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST AND YOUNG, LLP | CategoryTxt |
| Amt | $6,330 | Amt |
| Net Investment Income | $3,165 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,165 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $1,764,608 | EOYBookValueAmt |
| EOYFMV | $1,597,319 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS CORPORATE STOCKS | $3,949,341 | $5,697,382 |
| MUTUAL FUNDS | $4,106,385 | $6,466,053 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $90 | LegalFeesAmt |
| Net Investment Income | $90 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROST BANK MANAGEMENT FEES | $64,091 | $57,682 | $6,409 |
| INVESTMENT MANAGEMENT FEES | $15,402 | $15,402 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ESTIMATED TAX PAYMENTS | $6,135 | |
| FOREIGN TAXES | $2,642 | $2,642 |