2023-12-01T16:45:09-06:00 2023-08-31 ERNST & YOUNG US LLP 111 W Houston St Ste 1901 SAN ANTONIO TX 78205 990 2022-09-01 476243624 THE WOLTERS CHARITABLE TRUST #51548 % FROST BANK WOLT 2102204438 C/O FROST BANK PO DRAWER 2950 SAN ANTONIO TX 782992950 DEBBIE BROEMSEN Trustee 2102204438 2023-12-01 true DEBBIE BROEMSEN 999009999 Stewart Goodson P00084462 2102289696 2023-11-28 2 2022 2023-04-26 12:10:37Z DEBBIE BROEMSEN C/O FROST BANK PO DRAWER 29 SAN ANTONIO TX 782992950 714496 false X N/A X 2002 TX THE PRIMARY EXEMPT PURPOSE OF THE WOLTERS CHARITABLE TRUST IS TO PROVIDE SUPPORT TO CHARITABLE ORGANIZATIONS SPECIFIED UNDER THE WILL OF ETHEL WOLTERS. 1 0 0 0 0 0 0 0 0 134453 156354 92893 127795 227346 284149 114455 143247 0 0 21707 20648 0 0 0 12080 12256 148242 176151 79104 107998 2849741 2957739 0 0 2849741 2957739 AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THIS ORGANIZATION SUPPORTS CHARITABLE ORGANIZATIONS SPECIFIED UNDER THE WILL OF ETHEL WOLTERS (FIRST UNITED METHODIST CHURCH AND CITY OF SHINER). false false 104441 89529 FIRST UNITED METHODIST CHURCH 62665 53718 CITY OF SHINER 167106 true 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 0 0 true 0 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 DRAWER 2950 ATTN DEBBIE BROEM SAN ANTONIO TX 782992950 FROST BANK TRUSTEE DEBBIE BROEMSEN, ADMINISTRATOR 40.0 0.0 X 26137 0 0 26137 0 0 0 false false false NONE 0 0 0 96141 96141 0 127795 127795 0 0 0 462181 28379 430347 31834 28379 60213 60213 0 0 0 0 0 0 0 0 0 0 284149 284149 143247 143247 0 0 0 20648 20648 0 0 0 0 0 0 0 0 0 6423 3211 3212 0 0 0 5489 0 5489 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 FOREIGN TAX WITHHOLDING 343 0 343 0 176151 167106 9045 0 X 0 0 174242 261749 0 0 8655 8655 0 0 0 0 0 0 0 0 0 0 0 0 2666844 2687335 0 0 0 0 0 0 0 0 2849741 2957739 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2849741 2957739 0 0 0 0 2849741 2957739 2849741 2957739 107998 X false false false X X 2 FIRST UNITED METHODIST CHURCH - SHINER TEXAS 742293187 1 true 89529 0 CITY OF SHINER - SHINER TEXAS 746002292 6 true 53718 0 2 143247 true false false false false false false false false false false false false false false true false true 0 0 0 0 162092 223936 162092 223936 0 0 0 0 9055 9045 153037 214891 3157982 2904303 126501 191276 456674 585477 3741157 3681056 0 0 3741157 3681056 56117 55216 3685040 3625840 128976 126904 0 128976 126904 153037 130081 128976 130081 0 130081 143247 0 23859 0 0 0 167106 167106 130081 128.463 130081 0 0 0 0 0 60035 60035 0 60035 0 0 167106 0 70046 97060 0 0 97060 0 0 0 0 97060 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, DISTRIBUTION PLANS, AND OTHER SIMILAR MATTERS. 2849741 284149 143247 23859 9045 2957739 2770638 227346 114455 24732 9056 2849741 2626057 255552 78088 14434 18449 2770638 2572089 169832 89954 12810 13100 2626057 2480091 210620 95919 11195 11507 2572090 0.00000 1.00000 0.00000 false false PART V, LINE 4 AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THIS ORGANIZATION SUPPORTS FIRST UNITED METHODIST CHURCH AND CITY OF SHINER. false FIRST UNITED METHODIST CHURCH PO BOX 122 SHINER TX 77984 742293187 501(c)(3) 89529 NONE NONE CHARITABLE CITY OF SHINER PO BOX 308 SHINER TX 77984 746002292 501(c)(3) 53718 NONE NONE CHARITABLE 2 0 PART I, LINE 2 PER THE GOVERNING INSTRUMENT, THE TRUST IS REQUIRED TO DISTRIBUTE ITS INCOME ANNUALLY IN SUPPORT OF THE NAMED BENEFICIARIES AS FOLLOWS: 62.5% TO FIRST UNITED METHODIST CHURCH AND 37.5% TO CITY OF SHINER. THE TRUSTEE WORKS WITH EACH NAMED BENEFICIARY TO ENSURE THAT THEY HAVE A SIGNIFICANT VOICE IN THE OPERATIONS OF THE TRUST. FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATOR FOR THE TRUST REVIEWS AND SIGNS FORM 990 AS REQUIRED BY INTERNAL BANK POLICIES. PART 990, PART VI, SECTION B, LINE 12C FROST NATIONAL 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. FROST NATIONAL BANK HAS A WRITTEN WHISTLEBLOWER POLICY AND A WRITTEN DOCUMENT RETENTION AND DESTRUCTION 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. FIRST UNITED METHODIST CHURCH PO BOX 122 SHINER TX 77984 742293187 RELIGIOUS TX 501(c)(3) 01 NA false CITY OF SHINER PO BOX 308 SHINER TX 77984 746002292 GOVERNMENT TX 501(c)(3) 06 NA false false true false false false false false false false false false false false false false false false false false FIRST UNITED METHODIST CHURCH B 89529 ACTUAL CASH CITY OF SHINER B 53718 ACTUAL CASH