2022-03-09T14:38:32-06:00 2021-12-31 ERNST & YOUNG US LLP 111 W Houston St Ste 1901 SAN ANTONIO TX 78205 990 2021-01-01 746191561 ALVINA E MCKENNA CHARITABLE TRUST #2409 % FROST BANK ALVI 2102204438 C/O FROST BANK TRUSTEE PO BOX 2950 SAN ANTONIO TX 782992950 KATHLEEN FINCK Trustee 2102204438 2022-03-09 true KATHLEEN FINCK 999009999 Stewart Goodson P00084462 2102289696 2022-03-08 2 2021 2022-09-23 18:48:47Z FROST BANK PO BOX 2950 SAN ANTONIO TX 782292950 138984 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 40678 74571 0 0 40678 74571 63449 69523 0 0 4389 4346 0 0 0 5512 6683 73350 80552 -32672 -5981 958029 952048 0 0 958029 952048 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 75195 69523 MCKENNA FOUNDATION 75195 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 KATHLEEN FINCK, ADMINISTRATOR 40.0 0.0 X 4346 0 0 4346 0 0 0 false false false NONE 0 0 0 24819 0 24819 0 0 0 0 0 114165 64413 49752 49752 0 49752 0 0 0 0 0 0 0 0 0 0 74571 0 74571 69523 69523 0 0 0 4346 4346 0 0 0 0 0 0 0 0 5305 1326 3979 0 0 0 1155 0 1155 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FOREIGN TAXES 223 0 223 80552 75195 5357 0 X 0 0 64145 72348 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 893884 879700 0 0 0 0 0 0 0 0 958029 952048 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 958029 952048 958029 952048 958029 952048 -5981 X false false false X X 1 MCKENNA FOUNDATION 262011830 3 true 69523 0 1 69523 true false false false false false false false false false false false false false false true false true 0 623 0 23444 24819 23444 25442 0 7251 5134 233 223 15960 20085 1146958 1354521 47156 48905 0 1194114 1403426 0 0 1194114 1403426 17912 21051 1176202 1382375 41167 48383 0 41167 48383 15960 13566 41167 41167 0 41167 69523 0 5672 0 0 0 75195 75195 41167 182.6584 41167 0 57339 58538 64100 57485 65866 303328 0 41167 16172 245989 75195 0 0 75195 0 0 321184 58538 64100 57485 65866 75195 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. 958029 74571 69523 5672 5357 952048 990701 40678 63449 2417 7484 958029 962932 91710 55299 2186 6913 990244 975532 59481 61940 3251 6890 962932 1005045 35494 56500 2039 6468 975532 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) 69523 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