SWBC FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SWBC FOUNDATION (EIN 20-0511684)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-10-16
- IRS object ID
- 202212899349100801
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-16T11:14:23-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST BUSINESS CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9311 SAN PEDRO AVE STE 600 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200511684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWBC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LISA W WILSON | InCareOfNm |
| Business Name Control | SWBC | BusinessNameControlTxt |
| Phone | 2103217213 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9311 SAN PEDRO AVE STE 600 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA W WILSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2103217213 | PhoneNum |
| Signature | 2022-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA W | PersonFirstNm |
| Person Last | WILSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA W WILSON DIRECTOR | PreparerPersonNm |
| PTIN | P01482250 | PTIN |
| Phone | 2103217213 | PhoneNum |
| Preparation | 2022-10-16 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,962,225 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $428,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $426,478 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,481 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $994,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,995,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $994,228 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,523,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,420,706 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,481 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $145,828 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,992 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $114,836 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,115 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,115 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $151,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $151,129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $233 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $387 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $318,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $188,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $233 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $115,223 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $741,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $741,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,059,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $188,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $233 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $856,473 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $463,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,232,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,248 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $495,155 | CashBOYAmt |
| Cash EOY | $718,038 | CashEOYAmt |
| Cash EOYFMV | $718,038 | CashEOYFMVAmt |
| Acct Rcvbl | $84,877 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $84,877 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $84,877 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $11,101,255 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,498,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,257,063 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,037,055 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,906,287 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,902,247 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,633,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,207,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,962,225 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $145,828 | AccountsPayableEOYAmt |
| Grants Payable BOY | $444,923 | GrantsPayableBOYAmt |
| Grants Payable EOY | $410,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $444,923 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $555,828 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,188,542 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,651,787 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,188,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,651,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,633,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,207,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,188,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $463,245 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,651,787 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,651,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FROST TRUST INVESTMENT ST COVERED | P | 2021-11-30 | $181,353 | $180,966 | $387 | $387 |
| BANK OF AMERICA INVESTMENT ST COVERED | P | 2021-11-30 | $57 | $56 | $1 | $1 |
| FIDELITY INVESTMENT ST COVERED | P | 2021-11-30 | $149,623 | $157,496 | -$7,873 | -$7,873 |
| GS GANNETT WELSH INVESTMENT ST COVERED | P | 2021-11-30 | $16,261 | $12,108 | $4,153 | $4,153 |
| GS LARGE CAP VALUE INVESTMENT ST COVERED | P | 2021-11-30 | $86,497 | $68,007 | $18,490 | $18,490 |
| GS LARGE CAP GROWTH INVESTMENT ST COVERED | P | 2021-11-30 | $46,167 | $38,554 | $7,613 | $7,613 |
| GS YACKMAN INVESTMENT ST COVERED | P | 2021-11-30 | $30,862 | $21,739 | $9,123 | $9,123 |
| GS PCS INVESTMENT ST COVERED | P | 2021-11-30 | $23,150 | $24,796 | -$1,646 | -$1,646 |
| FROST TRUST INVESTMENT LT COVERED | P | 2021-11-30 | $817,245 | $498,932 | $318,313 | $318,313 |
| BANK OF AMERICA INVESTMENT LT COVERED | P | 2021-11-30 | $930,928 | $723,054 | $207,874 | $207,874 |
| FIDELITY INVESTMENT LT COVERED | P | 2021-11-30 | $766,299 | $639,070 | $127,229 | $127,229 |
| SWBC INVESTMENT SERVICES LT COVERED | P | 2021-11-30 | $173,086 | $188,033 | -$14,947 | -$14,947 |
| GS GANNETT WELSH INVESTMENT LT COVERED | P | 2021-11-30 | $39,353 | $22,262 | $17,091 | $17,091 |
| GS ADVISORY INVESTMENT LT COVERED | P | 2021-11-30 | $200,000 | $192,935 | $7,065 | $7,065 |
| GS LARGE CAP GROWTH INVESTMENT LT COVERED | P | 2021-11-30 | $98,523 | $49,786 | $48,737 | $48,737 |
| GS LARGE CAP VALUE INVESTMENT LT COVERED | P | 2021-11-30 | $111,660 | $79,969 | $31,691 | $31,691 |
| GS YACKTMAN INVESTMENT LT COVERED | P | 2021-11-30 | $60,009 | $38,113 | $21,896 | $21,896 |
| GS PCS INVESTMENT LT COVERED | P | 2021-11-30 | $106,976 | $65,036 | $41,940 | $41,940 |
| GS GANNETT WELSH INVESTMENT LT NONCOVERED | P | 2021-11-30 | $4 | $4 | $4 | |
| CAPITAL GAIN DISTRIBUTIONS | 2021-11-30 | $157,087 | $157,087 | $157,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $994,228 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,131 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,131 | SubtotalAmt |
| Tax Based On Investment Income | $17,131 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,026 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $45,026 | TotalPaymentsAndCreditsAmt |
| Overpayment | $27,895 | OverpaymentAmt |
| Applied To ES Tax | $27,895 | AppliedToESTaxAmt |
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 |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SWBC.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA W WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2103217213 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9311 SAN PEDRO AVE STE 600 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782164459 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES E AMATO | ||||||||
| 9311 SAN PEDRO AVE STE 600 | SAN ANTONIO | TX | 78216 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| GARY L DUDLEY | ||||||||
| 9311 SAN PEDRO AVE STE 600 | SAN ANTONIO | TX | 78216 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| LISA W WILSON | ||||||||
| 9311 SAN PEDRO AVE STE 600 | SAN ANTONIO | TX | 78216 | DIRECTOR | 12.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,255,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $248,511 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,504,466 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,504,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $307,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,196,899 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,009,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,009,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,131 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,131 | TotalTaxAmt |
| Distributable Before Adj | $992,714 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $992,714 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $992,714 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $856,473 | 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 | $856,473 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $856,473 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $992,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $840,790 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $856,473 | QualifyingDistributionsAmt |
| Applied To Year1 | $840,790 | AppliedToYear1Amt |
| Applied To Current Year | $15,683 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $977,031 | 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 | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LISA W WILSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9311 SAN PEDRO AVE STE 600 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2103217213 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS AND COPY OF ORGANIZATION EXEMPTION LETTER FROM IRS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ROLLING QUARTERLY DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SAM HOUSTON STATE UNIVERSITY | ||||||
| 1905 UNIVERSITY AVE | HUNTSVILLE | TX | 77340 | NC | TO SUPPORT THE CAPITAL CAMPAIGN FOR COLLEGE. | $200,000 |
| 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. | $50,000 |
| 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. | $5,000 |
| 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. | $10,000 |
| CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS | ||||||
| 205 W OLMOS DRIVE | SAN ANTONIO | TX | 78212 | NC | CAPITAL CAMPAIGN TO EXPAND FACILITIES. | $100,000 |
| LIFT FUND INC | ||||||
| 2007 WEST MARTIN STREET | SAN ANTONIO | TX | 78207 | NC | TO UNDERWRITE PROGRAMS TO PROVIDE MICRO-LENDING FOR UNDERSERVED COMMUNITIES. | $50,000 |
| 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. | $5,000 |
| 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 HEALTHY LIVING, AND FOSTER APPROPRIATE CARDIAC CARE IN AN EFFORT TO REDUCE DISABILITY AND DEATHS CAUSED BY CARDIOVASCULAR DISEASE AND STROKE. | $60,000 |
| P16 PLUS COUNCIL OF GREATER BEXAR COUNTY | ||||||
| 454 SOLEDAD STREET SUITE 101 | SAN ANTONIO | TX | 78205 | NC | PROVIDE OPERATIONAL SUPPORT TO PROGRAMS THAT IMPROVE EDUCATIONAL SUCCESS FOR STUDENTS WITHIN BEXAR COUNTY. | $20,000 |
| FEEDING AMERICA | ||||||
| 5200 ENRIQUE M BARRERA PKWY | SAN ANTONIO | TX | 78227 | NC | TO SUPPORT THE MISSION OF FEEDING AMERICA TO ADVANCE CHANGE IN AMERICA BY ENSURING EQUITABLE ACCESS TO NUTRITIOUS FOOD FOR ALL IN PARTNERSHIP WITH FOOD BANKS, SHELTERS, AND OTHER COMMUNITY BASED AGENCIES. | $30,000 |
| ROADRUNNER FOUNDATION | ||||||
| PO BOX 691148 | SAN ANTONIO | TX | 78249 | NC | TO SUPPORT THE MISSION OF THE ROADRUNNER FOUNDATION IN THE DEVELOPMENT OF STUDENT-ATHLETES WITHIN THE CLASSROOM, COMPETITION, AND IN LIFE. COMPETITION, AND LIFE. | $25,000 |
| TEXAS BUSINESS HALL OF FAME FOUNDATION | ||||||
| 675 BERING DRIVE SUITE 200 | HOUSTON | TX | 77057 | NC | TO SUPPORT THE MISSION IN RECOGNIZING THE ACCOMPLISHMENTS AND CONTRIBUTIONS OF OUR TEXAS LEADERS AND INSPIRE THE VALUES OF ENTREPRENEURIAL SPIRIT, PERSONAL INTEGRITY AND COMMUNITY LEADERSHIP IN FUTURE GENERATIONS OF TEXANS. | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NC | TO SUPPORT THEIR MISSION TO FIND CURES AND ENSURE ACCESS TO TREATMENTS FOR BLOOD CANCER PATIENTS. | $28,750 |
| LIGHTHOUSE FOR THE BLIND & VISION IMPAIRED | ||||||
| 2305 ROOSEVELT AVE | SAN ANTONIO | TX | 78210 | NC | TO SUPPORT MISSION OF ORGANIZATION DEDICATED TO EMPOWERING THE BLIND AND VISUALLY IMPAIRED. | $2,500 |
| OPERATION HOMEFRONT | ||||||
| 1355 CENTRAL PKWY S 100 | SAN ANTONIO | TX | 78232 | NC | TO UNDERWRITE PROGRAMS ASSISTING MILITARY FAMILIES GOING THROUGH DIFFICULT PERIODS BY PROVIDING SHORT TERM NEEDS AND HELP TO PREVENT CHRONIC LONG TERM STRUGGLES. | $10,000 |
| OCCU FOUNDATION INC | ||||||
| 2880 CHAD DR | EUGENE | OR | 97408 | NC | TO SUPPORT THEIR MISSION DEDICATED TO IMPROVE THE LIVES OF MEMBERS IN THE COMMUNITY THROUGH THE SUPPORT OF EDUCATIONAL PROGRAMS, FINANCIAL LITERACY, AND COMMUNITY HEALTH AND SAFETY. | $5,000 |
| HEART GIFT FOUNDATION | ||||||
| 3310 W BRAKER LN BLDG 2 STE 300 7 | AUSTIN | TX | 78757 | NC | TO HELP FUND LIFESAVING HEART SURGERY TO CHILDREN FROM AROUND THE WORLD WHERE SPECIALIZED MEDICAL TREATMENT IS EITHER SCARCE OR NONEXISTENT. | $20,000 |
| MBA OPEN DOORS FOUNDATION | ||||||
| 1919 M STREET NW FLOOR 5 | WASHINGTON | DC | 20036 | NC | TO UNDERWRITE THE PROGRAM THAT PROVIDES MORTGAGE AND RENTAL ASSISTANCE GRANTS TO FAMILIES WITH CRITICALLY ILL OR INJURED CHILDREN. | $100,000 |
| BEXAR COUNTY PERFORMING ARTS CENTER FOUNDATION | ||||||
| 100 AUDITORIUM CIR | 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. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $741,250 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $428,959 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $994,228 | 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 | $1,423,187 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,423,187 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SWBC MORTGAGE CORPORATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9311 SAN PEDRO AVE STE 100 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $145,828 | Amt |
| Net Investment Income | $30,992 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $114,836 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FROST TRUST - ATCH | $1,796,758 | $1,768,516 |
| US TRUST (BOA) - ATCH | $1,109,529 | $1,133,731 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FROST TRUST - ATCH | $2,727,435 | $4,616,645 |
| BANK OF AMERICA - ATCH | $4,355,232 | $6,394,782 |
| SWBC INVESTMENT SRVCS - ATCH | $0 | $0 |
| FIDELITY - ATCH | $2,143,936 | $2,903,041 |
| GS ADVISORY - ATCH | $311,295 | $306,908 |
| GS BROKERAGE - ATCH | $47,317 | $47,317 |
| GS GANNETT WELSH - ATCH | $205,558 | $326,345 |
| GS LARGE CAP GROWTH - ATCH | $288,818 | $528,037 |
| GS LARGE CAP VALUE - ATCH | $291,873 | $335,067 |
| GS PCS - ATCH | $469,943 | $732,979 |
| GS YACKTMAN - ATCH | $657,006 | $1,065,942 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| ADR FEES | $697 | $697 | ||
| MISCELLANEOUS FEES | $7,856 | $7,856 | ||
| ANALYSIS FEES | $387 | $387 | ||
| INVESTMENT FEES | $142,809 | $142,576 | $233 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Dividends | Desc |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SWBC MORTGAGE CORPORATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9311 SAN PEDRO AVE STE 100 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $5,099 | $5,099 |
| RECLAIMABLE FOREIGN TAXES | $1,016 | $1,016 |
| TAX PAYMENT | $15,000 |