2025-05-14T11:44:00-05:00 2024-12-31 ERNST & YOUNG US LLP 111 W Houston St Ste 1901 SAN ANTONIO TX 78205 990PF 2024-01-01 746367261 LOUIS H AND MARY PATRICIA STUMBERG FOUNDATION % DIANA M STUMBERG LOUI 2102710448 227 W OLMOS DRIVE SAN ANTONIO TX 78212 L HERBERT STUMBERG TRUSTEE 2102289696 2025-05-13 true Lisa Springs P00574055 2102289696 2025-05-12 2024 2025-03-06 01:10:19Z X 18479601 X 0 X 398388 398388 3754199 7302373 3754199 4152587 4152587 0 150 75 0 75 97439 90181 0 7258 48380 5117 228 146197 95373 0 7333 773106 704686 919303 95373 0 712019 3233284 4057214 0 69633 213960 213960 74796 434749 434749 8592666 9669397 14565235 1721766 3374039 3265657 10458861 13692145 18479601 0 0 X 10458861 13692145 10458861 13692145 10458861 13692145 10458861 3233284 13692145 13692145 ST SALES THRU FROST P 682012 660629 21383 21383 LT SALES THRU FROST P 3279836 2732704 547132 547132 LT 28% SALES THRU FROST 173188 133403 39785 39785 LT 28% SALES THRU FROST 815 717 98 98 ST SALES THRU FROST 27 30 -3 -3 LT SALES THRU FROST 3142214 20691 3121523 3121523 CAPITAL GAIN DIVIDENDS P 24281 CAPITAL GAIN DIVIDENDS P 24281 CAPITAL GAIN DIVIDENDS P 24281 CAPITAL GAIN DIVIDENDS P 24281 CAPITAL GAIN DIVIDENDS P 24281 CAPITAL GAIN DIVIDENDS P 24281 CAPITAL GAIN DIVIDENDS P 24281 3754199 56395 56395 56395 52600 0 52600 X 214 4009 false false false 0 0 0 false false false false true true TX true false false false false true N/A DIANA M STUMBERG 2102710448 227 W OLMOS DRIVE SAN ANTONIO TX 78212 false false false false false false false false false false false false false false false true false false false false false false false 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 NONE NOT APPLICABLE 17245108 636990 0 17882098 0 17882098 268231 17613867 880693 880693 56395 56395 824298 824298 824298 712019 0 0 0 0 712019 824298 702898 2022 2021 2020 0 0 0 0 712019 702898 9121 0 0 0 0 0 0 815177 0 0 0 M P STUMBERG 227 W OLMOS DRIVE ERIC B STUMBERG 106 EAST 6TH STRE NONE DIANA M STUMBERG 227 W OLMOS DRIVE SAN ANTONIO TX 78212 2102710448 APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM OUTLINING THE NEEDS OF THE APPLICANT APPLICATIONS SHOULD BE SUBMITTED BY DECEMBER NO RESTRICTED OR LIMITATIONS ON AWARDS SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN 603 E Hildebrand Ave San Antonio TX 78212 NONE PC CHARITABLE 20000 LAITY LODGE FOUNDATION PO BOX 290670 KERVILLE TX 78029 NONE PC CHARITABLE 30000 SAN ANTONIO BOTANICAL GARDEN SOCIETY INC 555 FUNSTON PLACE SAN ANTONIO TX 78209 NONE PC CHARITABLE 40000 ALAMO HEIGHTS CHRISTIAN SCHOOL 7101 BROADWAY SAN ANTONIO TX 78209 NONE PC CHARITABLE 10000 CHILDRENS BEREAVEMENT CENTER 205 W OLMOS DRIVE SAN ANTONIO TX 78212 NONE PC CHARITABLE 25000 SAMMINISTRIES SOCIAL ENTERPRISES 1919 NW LOOP 410 ROOM 100 SAN ANTONIO TX 78213 NONE PC CHARITABLE 5000 UNITED WAY OF SAN ANTONIO 700 S ALAMO ST SAN ANTONIO TX 78205 NONE PC CHARITABLE 25000 THE MCNAY ART MUSUEM 6000 N NEW BRAUNFELS AVE SAN ANTONIO TX 78209 NONE PC CHARITABLE 40000 The Charity Ball Assoc of SA PO Box 6708 San Antonio TX 78209 NONE PC CHARITABLE 5000 UTSA School of Music 1 UTSA Circle San Antonio TX 78249 NONE PC CHARITABLE 100000 Headwaters at Incarnate Word 4503 Broadway St San Antonio TX 78209 NONE PC CHARITABLE 10000 Austin Classical School PO Box 200490 Austin TX 78720 NONE PC CHARITABLE 10000 Brighton Center 14207 Higgins Road San Antonio TX 78217 NONE PC CHARITABLE 50000 Magik Theatre 420 S Alamo St San Antonio TX 78205 NONE PC CHARITABLE 7500 San Antonio Academy 117 E French Pl San Antonio TX 78212 NONE PC CHARITABLE 10000 Shield Ranch 9433 Bee Caves Road Ste 140 Austin TX 78733 NONE PC CHARITABLE 22186 The Witte 3801 Broadway San Antonio TX 78209 NONE PC CHARITABLE 100000 HE STUMBERG ORPHANS CRIPPLED CHILDREN'S & HANDICAP 227 OLMOS DRIVE San Antonio TX 78212 NONE PF CHARITABLE 68420 The Congregational Collective 140 Sunset Rd San Antonio TX 78209 PC CHARITABLE 110000 Presbyterian Childrens Home 6355 Whitby Rd San Antonio TX 78240 PC CHARITABLE 25000 Ballet of San Antonio 2211 NW Military Hwy 127A San Antonio TX 78213 PC CHARITABLE 5000 San Antonio Dental Clinic 1 Haven for Hope Way Building 1 Sui San Antonio TX 78283 PC CHARITABLE 5000 YOSA 106 Auditorium Cir 130 San Antonio TX 78205 PC CHARITABLE 50000 773106 14 398388 18 3754199 4152587 4152587 false false false false false false false false false false TAX PREP/ACCTG FEES 150 75 0 75 HE Stumberg Sr Orphans Crippled Child 227 W Olmos Drive San Antonio TX 78212 2024-03-20 67098 Capital call to Elsewhere Partners donated to Trinity University 67098 NO 5/8/2025 2025-05-08 Stumberg Foundation excercised expenditure responsibility and has adequate evidence. It was distributed out of corpus and was a qualifying distribution to Trinity University. No part of this was for administrative expenses. HE Stumberg Sr Orphans Crippled Child 227 W Olmos Drive San Antonio TX 78212 2024-07-12 1322 Legal fees for winding up activities and final distribution to Trinity University 1322 NO 07/12/2024 2024-07-12 Stumberg Foundation excercised expenditure responsibility and has adequate evidence. It was distributed out of corpus and was a qualifying distribution to Trinity University. No part of this was for administrative expenses. BOND FUNDS 3374039 3265657 VARIOUS CORPORATE STOCKS 4604522 3265657 MUTUAL FUNDS 5064875 11299578 BANKING FEES 228 OTHER INCOME FROST BANK MANAGEMENT FEES 72584 65326 0 7258 INVESTMENT MANAGEMENT FEES 24855 24855 0 ESTIMATED TAX PAYMENTS 42874 FOREIGN TAXES 5117 5117 PENALTIES 50 2022 PAYMENTS AND INTEREST 339