LOUIS & MARY STUMBERG FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS & MARY STUMBERG FOUNDATION (EIN 74-6367261)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201731309349102458
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T16:44:05-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 100 W Houston St Ste 1700 | 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 | 2016-01-01 | 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 | 2017-05-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEWART GOODSON | PreparerPersonNm |
| PTIN | P00084462 | PTIN |
| Phone | 2102289696 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 164.57.159.253 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 74089220171305000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C49E33EB4B60B6ABE0E375CC799A9A0A5B8B4B05 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C49E33EB4B60B6ABE0E375CC799A9A0A5B8B4B05 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,676,738 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $164,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $164,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $572,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,142,445 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $572,888 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,250 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $738,653 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $737,403 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,612 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,613 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,344 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,511 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $168 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $59,562 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,124 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $917,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $917,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $976,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $923,124 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$237,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $695,279 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,630 | CashBOYAmt |
| Cash EOY | $87,713 | CashEOYAmt |
| Cash EOYFMV | $87,713 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $365,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $159,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $159,847 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,769,291 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,825,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,929,400 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $663,175 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,539,982 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,499,778 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,851,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,612,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,676,738 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,851,328 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,612,998 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,851,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,612,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,851,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,612,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,851,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$237,909 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,613,419 | SubtotalAmt |
| Other Decreases | $421 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,612,998 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 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 | 2016-01-01 | 2016-12-31 | $287,975 | $264,480 | $23,495 | $23,495 |
| LT SALES THRU FROST | P | 2015-01-01 | 2016-12-31 | $1,574,523 | $1,159,029 | $415,494 | $415,494 |
| LT SALES THRU FROST | P | 2015-01-01 | 2015-12-31 | $258,844 | $146,048 | $112,796 | $112,796 |
| LT CAPITAL GAIN DISTSRIBUTION | P | 2015-01-01 | 2016-12-31 | $15,103 | $15,103 | $15,103 | |
| LT SALE OF JOHNSON CONTROLS | P | $6,000 | $6,000 | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $572,888 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $418,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,054,706 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051954 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $637,831 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,863,334 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081115 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $498,358 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,920,078 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072016 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $336,211 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,204,416 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054189 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $231,152 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,215,700 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037188 | DistributionYr5Rt |
| Total Distribution | 0.296462 | TotalDistributionRt |
| Average Distribution | 0.059292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,646,505 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $453,377 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,953 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $460,330 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $923,124 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,953 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,953 | SubtotalAmt |
| Tax Based On Investment Income | $6,953 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,464 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,464 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,511 | OverpaymentAmt |
| Applied To ES Tax | $2,511 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
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 | $7,420,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $342,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,762,949 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,762,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,444 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,646,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $382,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $382,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,953 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,953 | TotalTaxAmt |
| Distributable Before Adj | $375,372 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $375,372 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $375,372 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $923,124 | 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 | $923,124 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,953 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $916,171 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $375,372 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $34,382 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $161,894 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $259,886 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,202 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $481,364 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $923,124 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $375,372 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $547,752 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,029,116 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,029,116 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,382 | ExcessFromYear4Amt |
| Excess From Year3 | $161,894 | ExcessFromYear3Amt |
| Excess From Year2 | $259,886 | ExcessFromYear2Amt |
| Excess From Year1 | $25,202 | ExcessFromYear1Amt |
| Excess From Current Year | $547,752 | ExcessFromCurrentYearAmt |
| 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 RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF TEXAS AT SAN ANTONIO | ||||||||
| 1 UTSA CIR | SAN ANTONIO | TX | 78249 | NONE | PC | CHARITABLE | $200,000 | |
| UNITED WAY OF SAN ANTONIO | ||||||||
| 700 SOUTH ALAMO STREET | SAN ANTONIO | TX | 78205 | NONE | PC | CHARITABLE | $25,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 404 NORTH ALAMO | SAN ANTONIO | TX | 78205 | NONE | PC | CHARITABLE | $120,000 | |
| BIG BROTHER BIG SISTERS | ||||||||
| 1400 TILLERY ST | AUSTIN | TX | 78721 | NONE | PC | CHARITABLE | $1,000 | |
| THE CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS | ||||||||
| 205 W OLMOS DR STE 101 | SAN ANTONIO | TX | 78212 | NONE | PC | CHARITABLE | $3,000 | |
| MITCHELL LAKE AUDUBON CENTER | ||||||||
| 10750 PLEASANTON RD | SAN ANTONIO | TX | 78221 | NONE | PC | CHARITABLE | $1,000 | |
| SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN | ||||||||
| 603 E HILDEBRAND AVE | SAN ANTONIO | TX | 782122693 | NONE | PC | CHARITABLE | $3,000 | |
| RESPITE CARE OF SAN ANTONIO | ||||||||
| 605 BELKNAP PL | SAN ANTONIO | TX | 78212 | NONE | PC | CHARITABLE | $3,000 | |
| TRINITY UNIVERSITY | ||||||||
| 1 TRINITY PL | SAN ANTONIO | TX | 78212 | NONE | PC | CHARITABLE | $200,000 | |
| LAITY LODGE | ||||||||
| 11756 NORTH US HWY 83 | LEAKEY | TX | 78873 | NONE | CHARITABLE | $5,000 | ||
| SAN ANTONIO SYMPHONY | ||||||||
| TRAVIS PARK PLAZA | SAN ANTONIO | TX | 78205 | NONE | PC | CHARITABLE | $15,000 | 7111 NAVARRO STREET SUITE 235 |
| SOUTH TEXAS BIOMEDICAL RESEARCH | ||||||||
| 7620 NW LOOP 410 | SAN ANTONIO | TX | 78227 | NONE | PC | CHARITABLE | $25,000 | |
| SAN ANTONIO BOTANICAL GARDENS | ||||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | PC | CHARITABLE | $3,000 | |
| WITTE MUSEUM | ||||||||
| 3801 BROADWAY STREET | 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 | |
| MCNAY ART MUSEUM | ||||||||
| 6000 N NEW BRAUNFELS AVENUE | SAN ANTONIO | TX | 78209 | NONE | PC | CHARITABLE | $50,000 | |
| SAN ANTONIO SPORTS | ||||||||
| PO BOX 83086 | SAN ANTONIO | TX | 782830386 | NONE | PC | CHARITABLE | $1,000 | |
| ST PAUL'S EPISCOPAL MONTESSORI SCHOOL | ||||||||
| 1018 EAST GRAYSON STREET | SAN ANTONIO | TX | 78208 | NONE | PC | CHARITABLE | $1,000 | |
| TEXAS PARKS AND WILDLIFE FOUNDATION | ||||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | CHARITABLE | $250,000 | |
| SAMMinistries | ||||||||
| 5254 BLANCO ROAD | SAN ANTONIO | TX | 78216 | NONE | PC | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $917,000 | 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 | $164,515 | 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 | $572,888 | 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 | 41 | ExclusionCd |
| Exclusion | $1,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $738,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $738,653 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST AND YOUNG, LLP | CategoryTxt |
| Amt | $5,225 | Amt |
| Net Investment Income | $2,612 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,613 | 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 | $1,539,982 | EOYBookValueAmt |
| EOYFMV | $1,499,778 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS CORPORATE STOCKS | $2,520,985 | $3,754,200 |
| MUTUAL FUNDS | $304,471 | $2,175,200 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO KRAFT STOCK BASIS | Desc |
| Amt | $421 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,250 | 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 | $35,109 | $31,598 | $3,511 |
| INVESTMENT MANAGEMENT FEES | $7,746 | $7,746 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $168 | $168 |
| ESTIMATED TAX PAYMENTS | $9,464 | |
| PRIOR YEAR TAX PAID | $1,850 |