LOUIS & MARY STUMBERG FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS & MARY STUMBERG FOUNDATION (EIN 74-6367261)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-04
- IRS object ID
- 202011259349102021
- Schema version
- 2019v5.1
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-04T15:38:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W Houston St Ste 1901 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746367261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS H AND MARY PATRICIA STUMBERG | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DIANA M STUMBERG | InCareOfNm |
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2102710448 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W OLMOS DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | L HERBERT STUMBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2102710448 | PhoneNum |
| Signature | 2020-04-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEWART GOODSON | PreparerPersonNm |
| PTIN | P00084462 | PTIN |
| Phone | 2102289696 | PhoneNum |
| Preparation | 2020-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $13,074,167 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,845,831 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $257,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,148,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,663 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $95 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,223,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $377,742 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,914 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,957 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,957 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,642 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,359 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,894 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $85,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,316 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $322,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $322,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $407,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $329,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,815,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $316,143 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,386 | CashBOYAmt |
| Cash EOY | $28,219 | CashEOYAmt |
| Cash EOYFMV | $28,219 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,542 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $497,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $497,146 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,505,417 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,368,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,363,302 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,610,478 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,218,631 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,185,500 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,296,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,112,593 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,074,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,296,823 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,112,593 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,296,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,112,593 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,296,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,112,593 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,296,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,815,770 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,112,593 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,112,593 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST SALES THRU FROST | P | 2019-01-01 | 2019-12-31 | $349,920 | $369,420 | -$19,500 | -$19,500 |
| LT SALES THRU FROST | P | 2019-01-01 | 2019-12-31 | $3,719,171 | $3,658,471 | $60,700 | $60,700 |
| LT CAPITAL GAIN DISTRIBUTION | P | 2019-01-01 | 2019-12-31 | $79,463 | $79,463 | $79,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,663 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $194,595 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,786,759 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022146 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $262,517 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,020,818 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $916,171 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,646,505 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.119816 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $418,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,054,706 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051954 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $637,831 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,863,334 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081115 | DistributionYr5Rt |
| Total Distribution | 0.30776 | TotalDistributionRt |
| Average Distribution | 0.061552 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,885,587 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $731,582 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,161 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $734,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $329,483 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,323 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,323 | SubtotalAmt |
| Tax Based On Investment Income | $6,323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,024 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,024 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,701 | OverpaymentAmt |
| Applied To ES Tax | $6,701 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANA M STUMBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102710448 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W OLMOS DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,085,911 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $980,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,066,586 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,066,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,885,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $594,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $594,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,323 | TotalTaxAmt |
| Distributable Before Adj | $587,956 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $587,956 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $587,956 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $329,483 | 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 | $329,483 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $329,483 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $587,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $96,069 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,202 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $547,752 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,372 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $231,721 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,029,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $329,483 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $329,483 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $258,473 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $258,473 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $770,643 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $770,643 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $410,550 | ExcessFromYear3Amt |
| Excess From Year2 | $128,372 | ExcessFromYear2Amt |
| Excess From Year1 | $231,721 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | M P STUMBERG 227 W OLMOS DRIVE | ContributingManagerNm |
| Contributing Manager | ERIC B STUMBERG 106 EAST 6TH STRE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANA M STUMBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W OLMOS DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2102710448 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM OUTLINING THE NEEDS OF THE APPLICANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS SHOULD BE SUBMITTED BY DECEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTED OR LIMITATIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNITED WAY OF SAN ANTONIO | ||||||||
| 700 SOUTH ALAMO STREET | SAN ANTONIO | TX | 78205 | NONE | PC | CHARITABLE | $50,000 | |
| THE CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS | ||||||||
| 205 W OLMOS DR STE 101 | SAN ANTONIO | TX | 78212 | NONE | PC | CHARITABLE | $5,000 | |
| SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN | ||||||||
| 603 E HILDEBRAND AVE | SAN ANTONIO | TX | 782122693 | NONE | PC | CHARITABLE | $5,000 | |
| SAN ANTONIO SYMPHONY | ||||||||
| TRAVIS PARK PLAZA | SAN ANTONIO | TX | 78205 | NONE | PC | CHARITABLE | $15,000 | 7111 NAVARRO STREET SUITE 235 |
| SAN ANTONIO BOTANICAL GARDENS | ||||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | PC | CHARITABLE | $5,000 | |
| UT HEALTH SCIENCE CENTER | ||||||||
| 7703 FLOYD CURL DRIVE | SAN ANTONIO | TX | 78229 | NONE | PC | CHARITABLE | $5,000 | |
| SAMMinistries | ||||||||
| 5254 BLANCO ROAD | SAN ANTONIO | TX | 78216 | NONE | PC | CHARITABLE | $1,000 | |
| ST DAVID'S EPISCOPAL SCHOOL | ||||||||
| 1300 Wiltshire Ave | San Antonio | TX | 78209 | NONE | PC | CHARITABLE | $1,000 | |
| LAITY LODGE FOUNDATION | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 78029 | NONE | PC | CHARITABLE | $5,000 | |
| ROTARY CLUB OF SAN ANTONIO FOUNDATION | ||||||||
| 110 BROADWAY ST STE 220 | SAN ANTONIO | TX | 78205 | NONE | PC | CHARITABLE | $166,667 | |
| ST LUKE'S EPISCOPAL SCHOOL | ||||||||
| 15 SAINT LUKES LN | SAN ANTONIO | TX | 78209 | NONE | PC | CHARITABLE | $3,000 | |
| CARVER DEVELOPMENTAL BOARD | ||||||||
| 226 N HACKBERRY | SAN ANTONIO | TX | 78202 | NONE | PC | CHARITABLE | $2,500 | |
| CHILD SAFE | ||||||||
| 3730 IH-10 E | SAN ANTONIO | TX | 78220 | NONE | PC | CHARITABLE | $5,000 | |
| CHILDREN'S ASSOCIATION FOR MAXIMUM POT | ||||||||
| PO BOX 27086 | SAN ANTONIO | TX | 78227 | NONE | PC | CHARITABLE | $3,000 | |
| MCNAY ART MUSEUM | ||||||||
| 6000 N NEW BRAUNFELS AVE | SAN ANTONIO | TX | 78209 | NONE | PC | CHARITABLE | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $322,167 | 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 | $257,079 | 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 | $120,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $95 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $377,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $377,837 | 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 | MARY PAT STUMBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W OLMOS DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,845,831 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 129,887.303 UNITS OF NUVEEN SM CAP VALUE FD CL 1 | NoncashPropertyDesc |
| Fair Market Value | $2,845,831 | FairMarketValueAmt |
| Received | 2019-01-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST AND YOUNG, LLP | CategoryTxt |
| Amt | $5,914 | Amt |
| Net Investment Income | $2,957 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,957 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $2,218,631 | EOYBookValueAmt |
| EOYFMV | $2,185,500 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS CORPORATE STOCKS | $2,139,677 | $4,233,974 |
| MUTUAL FUNDS | $3,228,920 | $6,129,328 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $95 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROST BANK MANAGEMENT FEES | $52,785 | $47,507 | $4,359 |
| INVESTMENT MANAGEMENT FEES | $11,135 | $11,135 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| ESTIMATED TAX PAYMENTS | $13,024 |
| PRIOR YEAR TAX PAYMENTS | $2,870 |