2023-10-16T13:40:34-05:00 2022-11-30 751553739 SOUTHWEST BUSINESS CORPORATION 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 990PF 2021-12-01 200511684 SWBC FOUNDATION SWBC 2103217213 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 LISA W WILSON DIRECTOR 2103217213 2023-10-16 1 LISA WILSON LISA W WILSON P01482250 2103217213 2023-10-16 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 22054794 X 3000000 564191 557258 6933 1470377 8479720 1470377 5034568 2027635 6933 0 0 0 0 65045 22000 0 43045 24822 7691 0 0 157890 157400 211 279 247757 187091 211 43324 953500 953500 1201257 187091 211 996824 3833311 1840544 6722 718038 663431 663431 27895 84877 27895 27895 11498413 15079536 18176411 2906287 3329307 3187057 15207615 19100169 22054794 145828 65045 410000 520000 555828 585045 X 14651787 18515124 14651787 18515124 15207615 19100169 14651787 3833311 30026 18515124 0 18515124 FROST TRUST INVESTMENT ST COVERED 2022-11-30 1070774 1257726 -186952 -186952 BANK OF AMERICA INVESTMENT ST COVERED 2022-11-30 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0 0 996824 977031 0 0 19793 0 0 0 0 0 0 0 0 1062743 0 0 0 LISA W WILSON 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 2103217213 LWILSON@SWBC.COM APPLICATION FORMS AND COPY OF ORGANIZATION EXEMPTION LETTER FROM IRS ROLLING QUARTERLY DEADLINE NONE CAMBIAR EDUCATION 4653 CARMEL MOUNTAIN RD STE 308-97 SAN DIEGO CA 92130 NC TO SUPPORT THE MISSION OF CAMBIAR EDUCATION TO SPARK POSITIVE CHANGE BY SCALING BOLD IDEAS THAT ACCELERATE STUDENT SUCCESS FOR ALL. 25000 CHABAD LUBAVITCH OF SOUTH TEXAS INC 4535 BLANCO RD SAN ANTONIO TX 78216 NC TO SUPPORT THE CHANUKAH ON THE RIVER CELEBRATION FOR THE SAN ANTONIO COMMUNITY. 6000 JEWISH FEDERATION OF SAN ANTONIO 12500 NW MILITARY HWY SUITE 200 SAN ANTONIO TX 78231 NC TO SUPPORT THE HOLOCAUST MEMORIAL MUSEUM OF SAN ANTONIO'S MISSION TO PROVIDE HIGH QUALITY EDUCATIONAL PROGRAMS AND TOURS FOR SCHOOLS, CIVIC ORGANIZATIONS AND CHURCH GROUPS. 1000 SA TALENT INC 112 E PECAN ST NO 2635 SAN ANTONIO TX 78205 NC TO SUPPORT THE MISSION OF SA TALENT TO EDUCATE AND DEVELOP YOUTH AND ADULTS INTO THE TALENT NEEDS OF SAN ANTONIO'S CURRENT AND FUTURE EMPLOYERS. 25000 AMERICAN HEART ASSOCIATION 8415 WURZBACH RD SAN ANTONIO TX 78229 NC TO SUPPORT THE MISSION OF THE AMERICAN HEART ASSOCIATION TO FUND CARDIOVASCULAR MEDICAL RESEARCH, EDUCATE CONSUMERS ON HEALTH LIVING, AND FOSTER APPROPRIATE CARDIAC CARE IN AN EFFOR TO REDUCE DISABILITY AND DEATHS CAUSED BY CARDIOVASCULAR DISEASE AND STROKE. 50000 THE CHARITY BALL ASSOCIATION OF SAN ANTONIO PO BOX 6708 SAN ANTONIO TX 78209 NC TO HELP SUPPORT THE CHILDREN'S CHARITIES THAT THE CHARITY BALL ASSOCIATION EVALUATES AND FUNDS 5000 UNITED WAY OF SAN ANTONIO & BEXAR COUNTY 700 S ALAMO ST SAN ANTONIO TX 78205 NC TO SUPPORT THE WOMEN UNITED PROGRAM TO PROVIDE CHILDCARE SCHOLARSHIPS IN THE COMMUNITY. 9000 JUNIOR ACHIEVEMENT OF SOUTH TEXAS 403 EAST RAMSEY RD STE 201 SAN ANTONIO TX 78216 NC TO SUPPORT THEIR MISSION TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 10000 PENFED FOUNDATION 2930 EISENHOWER AVE ALEXANDRIA VA 22314 NC TO SUPPORT THE MISSION OF THE PENFED FOUNDATION FOR MILITARY HEROES IS TO EMPOWER MILITARY SERVICE MEMBERS, VETERANS AND THEIR COMMUNITIES WITH SKILLS AND RESOURCES TO REALIZE FINANCIAL STABILITY AND OPPORTUNITY. 1000 GARDEN OF EDEN FOUNDATION 6618 FIELDTAN TRL MOSELEY VA 23120 NC TO SUPPORT THE GARDEN OF EDEN FOUNDATION'S MISSION TO EMPOWER YOUTH BY CULTIVATING SELF-ESTEEM AND SELF-WORTH THROUGH EDUCATION, THE ARTS, AND SUSTAINABLE COMMUNITY DEVELOPMENT INITIATIVES. 10000 SIGMA PHI EPSILON EDUCATIONAL FOUNDATION 310 SOUTH ARTHUR ASHE BOULEVARD RICHMOND VA 23220 NC TO UNDERWRITE THE "LIFE AFTER COLLEGE" PROGRAM, THE PURPOSE OF WHICH IS TO HELP PREPARE UNDERGRADUATES FOR THEIR FUTURE CAREERS. 100000 UNITED WAY OF SAN ANTONIO & BEXAR COUNTY 700 S ALAMO ST SAN ANTONIO TX 78205 NC FUND ENDOWMENT, WHICH WILL ALLOW UNITED WAY TO FULFILL THEIR MISSION. 50000 UNIVERSITY OF THE INCARNATE WORD 4301 BROADWAY SAN ANTONIO TX 78209 NC TO SUPPORT UIW MEDICAL SCHOOL. 110000 SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION 333 N SANTA ROSA ST SAN ANTONIO TX 78207 NC TO PROVIDE OPERATIONAL SUPPORT FOR CHILDREN'S HOSPITAL CHILD LIFE DEPARTMENT. 100000 SAM HOUSTON STATE UNIVERSITY 1905 UNIVERSITY AVE HUNTSVILLE TX 77340 NC TO SUPPORT THE CAPITAL CAMPAIGN FOR COLLEGE. 200000 PITCH IN FOR BASEBALL & SOFTBALL 21 BON AIR DRIVE WESTMINSTER PA 18974 NC TO SUPPORT THE PITCH IN FOR BASEBALL & SOFTBALL'S MISSION TO GIVE THE GIFT OF PLAY AND CONTRIBUTE TO POSITIVE YOUTH DEVELOPMENT BY PROVIDING EQUIPMENT TO KIDS IN UNDERSERVED COMMUNITIES AROUND THE WORLD. 7500 MEALS ON WHEELS SAN ANTONIO 2718 DANBURY ST SAN ANTONIO TX 78217 NC TO SUPPORT MEALS ON WHEELS SAN ANTONIO'S WINTER WEATHER KIT CAMPAIGN. 10000 BEXAR COUNTY PERFORMING ARTS CENTER FOUNDATION 115 AUDITORIUM CIRCLE SAN ANTONIO TX 78205 NC TO HELP SUPPORT THEIR MISSION TO PROVIDE A DIVERSE RANGE OF CULTURAL, EDUCATIONAL, AND ARTISTIC EXPERIENCES THAT IMPROVE THE QUALITY OF LIFE IN SAN ANTONIO AND THE REGION. 44000 BEXAR COUNTY PERFORMING ARTS CENTER FOUNDATION 115 AUDITORIUM CIRCLE SAN ANTONIO TX 78205 NC TO SUPPORT THE TOBIN CENTER FOR PERFORMING ARTS WOLF TRAP EDUCATIONAL PROGRAM. 25000 JEWISH FAMILY SERVICES OF SAN ANTONIO TEXAS INC 12500 NW MILITARY HIGHWAY SUITE 250 SAN ANTONIO TX 78231 NC TO SUPPORT THE JEWISH FAMILY SERVICES OF SAN ANTONIO MISSION TO ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES OF ALL AGES, FAITHS, AND BACKGROUNDS IN SAN ANTONIO AND THE SUPPORTING AREA. 50000 SILVER & BLACK GIVE BACK ONE ATT CENTER PKWY SAN ANTONIO TX 78219 NC TO SUPPORT THE MISSION OF SILVER & BLACK GIVE BACK TO EMPOWER YOUTH THROUGH SERVICES AND SPORTS. 10000 CENTRO DE SALUD FAMILIAR LA FE INC 1314 E YANDELL DR EL PASO TX 79902 NC TO SUPPORT THEIR MISSION TO PROVIDE AFFORDABLE HEALTHCARE AND IMPROVE COMMUNITY CARE. 5000 CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS 205 W OLMOS DRIVE SAN ANTONIO TX 78212 NC CAPITAL CAMPAIGN TO EXPAND FACILITIES. 50000 LIFT FUND INC 2007 WEST MARTIN STREET SAN ANTONIO TX 78207 NC TO UNDERWRITE PROGRAMS TO PROVIDE MICRO-LENDING FOR UNDERSERVED COMMUNITIES. 50000 953500 0 14 564191 18 1470377 0 2034568 0 2034568 0 0 0 0 0 0 0 0 0 0 X X 1 SOUTHWEST BUSINESS CORPORATION 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 3000000 X ACCOUNTING FEES 65045 22000 0 43045 NONE 0 PART VI-B, QUESTION 1A(3) PART VI-B, QUESTION 1A(3):SWBC FOUNDATION ACCEPTED SERVICES AND FACILITIES FROM SOUTHWEST BUSINESS CORPORATION,EIN 75-1553739, A DISQUALIFIED PERSON, DURING THE YEAR.HOWEVER, UNDER REGULATION 53.4941(D)-2(D)(3), A DISQUALIFIED PERSON FURNISHING GOODS, SERVICES, ORFACILITIES TO THE FOUNDATION WITHOUT CHARGE IS NOT AN ACT OF SELF-DEALING. PART VI-B, QUESTION 1A(4) PART VI-B, QUESTION 1A(4):SWBC FOUNDATION REIMBURSES SOUTHWEST BUSINESS CORPORATION, EIN 75-1553739, FOR THE COST OFACCOUNTING AND MANAGEMENT SERVICES, WHICH ARE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF SWBC FOUNDATION. FROST TRUST 1865462 1755336 US TRUST (BOA) 1463845 1431721 FROST TRUST 3165205 3773798 BANK OF AMERICA 5041995 6227562 FIDELITY #0850 1483479 2090367 FIDELITY #9700 2148037 2191144 GS ADVISORY 310152 260567 GS BROKERAGE 55678 55678 GS GANNETT WELSH 202767 279797 GS LARGE CAP GROWTH 473514 597144 GS LARGE CAP VALUE 929291 975347 GS PCS 452467 606671 GS YACKTMAN 816951 1118336 ADR FEES 931 931 0 0 MISCELLANEOUS FEES 3273 3273 0 0 ANALYSIS FEES 279 0 0 279 INVESTMENT FEES 153407 153196 211 0 PRIOR YEAR ADJUSTMENT 30026 SOUTHWEST BUSINESS CORPORATION 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 FOREIGN TAXES PAID 6401 6401 0 0 RECLIAMABLE FOREIGN TAXES 1290 1290 0 0 TAX PAYMENT 17131 0 0 0