2025-10-14T13:00:20-05:00 2024-11-30 751553739 SOUTHWEST BUSINESS CORPORATION 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 990PF 2023-12-01 200511684 SWBC FOUNDATION SWBC 2103217213 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 LISA W WILSON DIRECTOR 2103217213 2025-10-14 1 1 LISA W WILSON P01482250 2103217213 2025-10-14 2023 2025-03-06 01:10:19Z X 24882064 X 584328 582093 2235 500485 6973239 500485 319 319 0 1085132 1082897 2235 0 0 0 0 17955 7955 0 0 4756 0 0 4756 168599 168253 345 0 191310 176208 345 4756 1016239 1016239 1207549 176208 345 1020995 -122417 906689 1890 584719 231265 231265 17252 17311 17252 17252 14692755 15142700 22037135 3248771 2627404 2596412 18543556 18018621 24882064 402460 402460 0 X 18141096 18018621 18141096 18018621 18543556 18018621 18141096 -122417 0 18018679 58 18018621 FROST TRUST INVESTMENT ST COVERED 2024-11-30 1092202 1103104 -10902 -10902 BANK OF AMERICA INVESTMENT ST COVERED 2024-11-30 74220 71192 3028 3028 FIDELITY #0850 INVESTMENT ST COVERED 2024-11-30 102041 102300 -259 -259 GS GANNETT WELSH INVESTMENT ST COVERED 2024-11-30 2602 2346 256 256 GS LARGE CAP GROWTH INVESTMENT ST COVERED 2024-11-30 139132 124548 14584 14584 GS LARGE CAP VALUE INVESTMENT ST COVERED 2024-11-30 440582 433937 6645 6645 GS YACKTMAN INVESTMENT ST COVERED 2024-11-30 34590 26422 8168 8168 GS PCS INVESTMENT ST COVERED 2024-11-30 39407 45010 -5603 -5603 FROST TRUST INVESTMENT LT COVERED 2024-11-30 1609638 1583803 25835 25835 BANK OF AMERICA INVESTMENT LT COVERED 2024-11-30 1624609 1510366 114243 114243 FIDELITY #0850 INVESTMENT LT COVERED 2024-11-30 513210 439378 73832 73832 FIDELITY #9700 INVESTMENT LT COVERED 2024-11-30 176054 189300 -13246 -13246 GS ADVISORY INVESTMENT LT COVERED 2024-11-30 2000 2250 -250 -250 GS GANNETT WELSH INVESTMENT LT COVERED 2024-11-30 64753 52209 12544 12544 GS LARGE CAP GROWTH INVESTMENT LT COVERED 2024-11-30 283691 216869 66822 66822 GS LARGE CAP VALUE INVESTMENT LT COVERED 2024-11-30 436764 354790 81974 81974 GS YACKTMAN INVESTMENT LT COVERED 2024-11-30 128335 97673 30662 30662 GS PCS INVESTMENT LT COVERED 2024-11-30 129522 100738 28784 28784 GS LARGE CAP VALUE INVESTMENT ST NONCOVERED 2024-11-30 7272 4756 2516 2516 GS ADVISORY INVESTMENT LT NONCOVERED 2024-11-30 10000 11763 -1763 -1763 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 62573 62573 62573 500485 18433 12603 0 12603 0 12603 27252 0 0 0 27252 0 14649 14649 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 WWW.SWBC.COM LISA W WILSON 2103217213 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 782164459 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 NONE 0 0 0 23185815 305508 0 23491323 0 0 23491323 352370 23138953 1156948 1156948 12603 12603 1144345 0 1144345 0 1144345 1020995 0 1020995 1144345 994219 2022 2021 2020 0 0 1020995 994219 0 0 26776 0 0 0 0 0 0 0 0 1117569 0 0 0 LISA W WILSON 9311 SAN PEDRO AVE STE 600 SAN ANTONIO TX 78216 2103217213 LWILSON@SWBC.COM APPLICATION FORMS AND COPY OF ORGANIZATION EXEMPTION LETTER FROM IRS ROLLING QUARTERLY DEADLINE NONE 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. 50000 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. 44000 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. 25000 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. 10000 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. 5000 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. 10000 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. 5000 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. 50000 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. 50000 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. 200000 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 25000 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. 15000 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. 503239 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. 15000 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. 9000 1016239 0 14 584328 14 319 18 500485 0 1085132 0 1085132 0 0 0 0 0 0 0 0 0 0 NONE 0 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. FROST TRUST 1851543 1815012 US TRUST (BOA) 775861 781400 FROST TRUST 2971880 4487936 BANK OF AMERICA 5417169 7939589 FIDELITY #0850 1303528 1948734 FIDELITY #9700 2196505 3033350 GS ADVISORY 283501 245924 GS BROKERAGE 21809 21809 GS GANNETT WELSH 196327 320730 GS LARGE CAP GROWTH 507350 936141 GS LARGE CAP VALUE 941242 1205253 GS PCS 441907 665378 GS YACKTMAN 861482 1232291 PRIOR YEAR ADJUSTMENTS 58 ADR FEES 947 947 0 0 INVESTMENT FEES 167652 167306 345 0 OTHER INCOME 319 319 0 FOREIGN TAXES PAID 6502 6502 0 0 RECLAIMABLE FOREIGN TAXES 1453 1453 0 0 TAX PAYMENT 10000 0 0 0