SWBC FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SWBC FOUNDATION (EIN 20-0511684)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-14
- IRS object ID
- 202542879349101014
- Schema version
- 2023v6.0
- 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
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-14T13:00:20-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751553739 | PreparerFirmEIN |
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 | 2023-12-01 | 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) |
|---|---|---|
| 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 | 2025-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA W WILSON | PreparerPersonNm |
| PTIN | P01482250 | PTIN |
| Phone | 2103217213 | PhoneNum |
| Preparation | 2025-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,882,064 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $584,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $582,093 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,235 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $500,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,973,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $500,485 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $319 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $319 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,085,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,082,897 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,235 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,955 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,756 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,756 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $168,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $168,253 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $345 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,310 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $176,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $345 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,756 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,016,239 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,016,239 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,207,549 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $176,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $345 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,020,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $906,689 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,890 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $584,719 | CashBOYAmt |
| Cash EOY | $231,265 | CashEOYAmt |
| Cash EOYFMV | $231,265 | CashEOYFMVAmt |
| Acct Rcvbl | $17,252 | AcctRcvblAmt |
| Acct Rcvbl BOY | $17,311 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $17,252 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $17,252 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,692,755 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,142,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,037,135 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,248,771 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,627,404 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,596,412 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $18,543,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,018,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,882,064 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $402,460 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $402,460 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,141,096 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,018,621 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,141,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,018,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,543,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,018,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,141,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,417 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,018,679 | SubtotalAmt |
| Other Decreases | $58 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,018,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FROST TRUST INVESTMENT ST COVERED | 2024-11-30 | $1,092,202 | $1,103,104 | -$10,902 | -$10,902 |
| BANK OF AMERICA INVESTMENT ST COVERED | 2024-11-30 | $74,220 | $71,192 | $3,028 | $3,028 |
| FIDELITY #0850 INVESTMENT ST COVERED | 2024-11-30 | $102,041 | $102,300 | -$259 | -$259 |
| GS GANNETT WELSH INVESTMENT ST COVERED | 2024-11-30 | $2,602 | $2,346 | $256 | $256 |
| GS LARGE CAP GROWTH INVESTMENT ST COVERED | 2024-11-30 | $139,132 | $124,548 | $14,584 | $14,584 |
| GS LARGE CAP VALUE INVESTMENT ST COVERED | 2024-11-30 | $440,582 | $433,937 | $6,645 | $6,645 |
| GS YACKTMAN INVESTMENT ST COVERED | 2024-11-30 | $34,590 | $26,422 | $8,168 | $8,168 |
| GS PCS INVESTMENT ST COVERED | 2024-11-30 | $39,407 | $45,010 | -$5,603 | -$5,603 |
| FROST TRUST INVESTMENT LT COVERED | 2024-11-30 | $1,609,638 | $1,583,803 | $25,835 | $25,835 |
| BANK OF AMERICA INVESTMENT LT COVERED | 2024-11-30 | $1,624,609 | $1,510,366 | $114,243 | $114,243 |
| FIDELITY #0850 INVESTMENT LT COVERED | 2024-11-30 | $513,210 | $439,378 | $73,832 | $73,832 |
| FIDELITY #9700 INVESTMENT LT COVERED | 2024-11-30 | $176,054 | $189,300 | -$13,246 | -$13,246 |
| GS ADVISORY INVESTMENT LT COVERED | 2024-11-30 | $2,000 | $2,250 | -$250 | -$250 |
| GS GANNETT WELSH INVESTMENT LT COVERED | 2024-11-30 | $64,753 | $52,209 | $12,544 | $12,544 |
| GS LARGE CAP GROWTH INVESTMENT LT COVERED | 2024-11-30 | $283,691 | $216,869 | $66,822 | $66,822 |
| GS LARGE CAP VALUE INVESTMENT LT COVERED | 2024-11-30 | $436,764 | $354,790 | $81,974 | $81,974 |
| GS YACKTMAN INVESTMENT LT COVERED | 2024-11-30 | $128,335 | $97,673 | $30,662 | $30,662 |
| GS PCS INVESTMENT LT COVERED | 2024-11-30 | $129,522 | $100,738 | $28,784 | $28,784 |
| GS LARGE CAP VALUE INVESTMENT ST NONCOVERED | 2024-11-30 | $7,272 | $4,756 | $2,516 | $2,516 |
| GS ADVISORY INVESTMENT LT NONCOVERED | 2024-11-30 | $10,000 | $11,763 | -$1,763 | -$1,763 |
| GS LARGE CAP VALUE INVESTMENT LT NONCOVERED | 2024-11-30 | $20 | $20 | $20 | |
| GS PCS INVESTMENT LT NONCOVERED | 2024-11-30 | $3 | $3 | $3 | |
| GS YACKTMAN INVESTMENT LT NONCOVERED | 2024-11-30 | $19 | $19 | $19 | |
| CAPITAL GAIN DISTRIBUTIONS | 2024-11-30 | $62,573 | $62,573 | $62,573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $500,485 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,433 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,603 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,603 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,603 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,252 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,252 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,649 | OverpaymentAmt |
| Applied To ES Tax | $14,649 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SWBC.COM | WebsiteAddressTxt |
| Individual With Books | LISA W WILSON | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | 2.00 | $0 | $0 | $0 |
| GARY L DUDLEY | ||||||||
| 9311 SAN PEDRO AVE STE 600 | SAN ANTONIO | TX | 78216 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LISA W WILSON | ||||||||
| 9311 SAN PEDRO AVE STE 600 | SAN ANTONIO | TX | 78216 | DIRECTOR | 12.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,185,815 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $305,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,491,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,491,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $352,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,138,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,156,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,156,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,603 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,603 | TotalTaxAmt |
| Distributable Before Adj | $1,144,345 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,144,345 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,144,345 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,020,995 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,020,995 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,144,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $994,219 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,020,995 | QualifyingDistributionsAmt |
| Applied To Year1 | $994,219 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,776 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,117,569 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
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 |
| Recipient Email Address | LWILSON@SWBC.COM | RecipientEmailAddressTxt |
| 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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. | $50,000 |
| 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. | $44,000 |
| 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. | $25,000 |
| CHABAD LUBAVITCH OF SOUTH TEXAS INC | ||||||
| 14535 BLANCO RD | SAN ANTONIO | TX | 78216 | NC | TO SUPPORT THE CHANUKAH ON THE RIVER CELEBRATION FOR THE SAN ANTONIO COMMUNITY. | $10,000 |
| CHABAD LUBAVITCH OF SOUTH TEXAS INC | ||||||
| 14535 BLANCO RD | SAN ANTONIO | TX | 78216 | NC | TO HELP SUPPORT THEIR MISSION TO PROVIDE THE SAN ANTONIO AREA WITH PROGRAMS THAT ENGAGE, EDUCATE, AND INSPIRE PEOPLE OF EVERY BACKGROUND. | $5,000 |
| 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. | $10,000 |
| HAVEN FOR HOPE | ||||||
| 1 HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | NC | TO SUPPORT THEIR MISSION TO OFFER A PLACE OF HOPE, LOVE, AND NEW BEGINNINGS BY PROVIDING, DELIVERING, OR COORDINATING IMPACTFUL CARE FOR PEOPLE EXPERIENCING HOMELESSNESS IN OUR COMMUNITY. | $5,000 |
| 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. | $50,000 |
| NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION | ||||||
| 1717 E RANDOL MILL ROAD SUITE 301 | ARLINGTON | TX | 76011 | NC | TO HELP SUPPORT THEIR MISSION TO PRESERVE AND PRESENT THE EXTRAORDINARY STORIES OF THE MEDAL OF HONOR RECIPIENTS. | $50,000 |
| REMEMBER THE ALAMO FOUNDATION | ||||||
| 321 ALAMO PLAZA SUITE 212 | SAN ANTONIO | TX | 78205 | NC | TO SUPPORT THE ALAMO PLAN THAT AIMS TO PRESERVE AND RESTORE THE ALAMO. | $200,000 |
| SA TALENT INC | ||||||
| 112 E PECAN ST STE 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 | $25,000 |
| TEXAS BUSINESS HALL OF FAME FOUNDATION | ||||||
| PO BOX 22048 | HOUSTON | TX | 77027 | 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. | $15,000 |
| THE CHILDREN'S HOSPITAL OF SAN ANTONIO FOUNDATION | ||||||
| 333 N SANTA ROSA ST | SAN ANTONIO | TX | 78207 | NC | TO PROVIDE OPERATIONAL SUPPORT FOR CHRISTUS CHILDREN'S HOSPITAL DEPARTMENT OF SURGERY. | $503,239 |
| THE VALOR CLUB INC | ||||||
| 512 E BLANCO ROAD SUITE 110 | BOERNE | TX | 78006 | NC | TO SUPPORT THEIR MISSION TO HONOR OUR NATION'S HIGHEST MILITARY AWARD, THE CONGRESSIONAL MEDAL OF HONOR. | $15,000 |
| UNITED WAY OF SAN ANTONIO & BEXAR COUNTY | ||||||
| 700 S ALAMO ST | SAN ANTONIO | TX | 78205 | NC | TO SUPPORT THE WOMEN UNITED PROGRAM AND UNDERWRITE A "CHILD CARE SCHOLARSHIP" WHICH AIMS TO COVER THE MAJORITY OF COSTS FOR QUALITY CHILDCARE FOR PARENTS PURSUING A DEGREE FOR THE FIRST TIME. | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,016,239 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $584,328 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $319 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $500,485 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,085,132 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,085,132 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| 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 FAIR MARKET VALUE COST OFACCOUNTING AND MANAGEMENT SERVICES, WHICH ARE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF SWBC FOUNDATION. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FROST TRUST | $1,851,543 | $1,815,012 |
| US TRUST (BOA) | $775,861 | $781,400 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FROST TRUST | $2,971,880 | $4,487,936 |
| BANK OF AMERICA | $5,417,169 | $7,939,589 |
| FIDELITY #0850 | $1,303,528 | $1,948,734 |
| FIDELITY #9700 | $2,196,505 | $3,033,350 |
| GS ADVISORY | $283,501 | $245,924 |
| GS BROKERAGE | $21,809 | $21,809 |
| GS GANNETT WELSH | $196,327 | $320,730 |
| GS LARGE CAP GROWTH | $507,350 | $936,141 |
| GS LARGE CAP VALUE | $941,242 | $1,205,253 |
| GS PCS | $441,907 | $665,378 |
| GS YACKTMAN | $861,482 | $1,232,291 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENTS | Desc |
| Amt | $58 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADR FEES | $947 | $947 | $0 | $0 |
| INVESTMENT FEES | $167,652 | $167,306 | $345 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $319 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $6,502 | $6,502 | $0 | $0 |
| RECLAIMABLE FOREIGN TAXES | $1,453 | $1,453 | $0 | $0 |
| TAX PAYMENT | $10,000 | $0 | $0 | $0 |