IMPETUS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- IMPETUS FOUNDATION (EIN 27-1602489)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-12
- IRS object ID
- 202640719349100904
- Schema version
- 2025v4.0
- 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
- Depreciation Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-12T09:45:04-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alamo Advisors LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4114 Pond Hill Rd Suite 201 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271602489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Impetus Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALAMO ADVISORS LP | InCareOfNm |
| Business Name Control | IMPE | BusinessNameControlTxt |
| Phone | 2104042211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4114 Pond Hill Suite 201 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA ALVAREZ | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2104042211 | PhoneNum |
| Signature | 2026-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert N Johnson CPA | PreparerPersonNm |
| PTIN | P01293048 | PTIN |
| Phone | 2104042211 | PhoneNum |
| Preparation | 2026-03-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $346,222,500 | 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 | $22,000,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,016,847 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,016,847 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,247,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,247,248 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,363,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,221,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,363,982 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,628,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,628,077 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $406,157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $406,157 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,454,616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,454,616 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,860,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,860,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,144,829 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,144,829 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,005,602 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,860,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,144,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,622,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,767,304 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,374,172 | CashBOYAmt |
| Cash EOY | $69,732,792 | CashEOYAmt |
| Cash EOYFMV | $69,732,792 | CashEOYFMVAmt |
| Corporate Stock BOY | $134,658,832 | CorporateStockBOYAmt |
| Corporate Stock EOY | $136,644,807 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $174,627,056 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $88,896,379 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $90,174,259 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $101,862,652 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $274,929,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $296,551,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $346,222,500 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $274,929,383 | CapitalStockBOYAmt |
| Capital Stock EOY | $296,551,858 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $274,929,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $296,551,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $274,929,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $296,551,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $274,929,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,622,475 | ExcessRevenueOverExpensesAmt |
| Subtotal | $296,551,858 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $296,551,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN-LOSS | 2023-01-01 | 2025-12-31 | $76,221,822 | $70,949,515 | $5,272,307 | $5,272,307 |
| CAPITAL GAIN DISTRIBUTIONS | 2023-01-01 | 2025-12-31 | $2,091,675 | $2,091,675 | $2,091,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,363,982 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $191,366 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $191,366 | SubtotalAmt |
| Tax Based On Investment Income | $191,366 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $200,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $8,612 | OverpaymentAmt |
| Applied To ES Tax | $8,612 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | ALAMO ADVISORS LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2104042211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4114 POND HILL SUITE 201 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78231 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Maria Alvarez | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4114 Pond Hill Suite 201 | AddressLine1Txt |
| Address Line2 | Suite 201 | AddressLine2Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $270,554,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,554,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $316,108,943 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $316,108,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,741,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $311,367,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,568,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,568,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $191,366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $191,366 | TotalTaxAmt |
| Distributable Before Adj | $15,376,999 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,376,999 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,376,999 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,144,829 | 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 | $14,144,829 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,376,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $173,232 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $14,144,829 | QualifyingDistributionsAmt |
| Applied To Year1 | $173,232 | AppliedToYear1Amt |
| Applied To Current Year | $13,971,597 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $1,405,402 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARIA G ALVAREZ | ContributingManagerNm |
| Contributing Manager | 4114 POND HILL SUITE 201 SAN ANTO | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEXAS EXES SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 7278 | AUSTIN | TX | 78713 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $60,500 |
| Haven For Hope Bexar County | |||||||
| 1 Haven for Hope Way | San Antonio | TX | 78207 | no relationship | PC | general charitable purpose | $500,000 |
| UNIVERSITY OF TEXAS SAN ANTONIO | |||||||
| 1 UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| ALAMO COLLEGES FOUNDATION | |||||||
| 2222 N ALAMO STREET | SAN ANTONIO | TX | 78215 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $210,000 |
| Catholic Charities of San Antonio | |||||||
| 202 W French Place | San Antonio | TX | 78212 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $100,000 |
| Catholic Television of SA | |||||||
| 2718 W Woodlawn Ave | San Antonio | TX | 78228 | NO RELATIONSHIP | PC | General Charitable Purpose | $20,000 |
| World Affairs Council | |||||||
| 1000 Vermont Avenue NW Suite 900 | Washington | DC | 20005 | NO RELATIOSHIP | PC | GENERAL CHARITABLE PURPSOE | $100,625 |
| San Antonio Children's Museum | |||||||
| 2800 Broadway | San Antonio | TX | 78209 | NO RELATIONSHIP | PC | GENERAL CHARTIBALE PURPOSE | $65,000 |
| Bexar Co Performing Arts Ctr | |||||||
| 115 Auditorium Cir | San Antonio | TX | 78205 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $500,000 |
| Ballet SA | |||||||
| 2211 NW Military Hwy 127A | San Antonio | TX | 78213 | NO RELATIONSHIP | PC | GENARAL CHARITABLE PURPOSE | $10,000 |
| Respite Care of SA | |||||||
| 605 Belknap Pl | San Antonio | TX | 78212 | NO RELATIONSHIP | PC | GENAERAL CHARITABLE PURPOSE | $10,000 |
| Classical Musical Institute | |||||||
| 115 Auditorium Cir | San Antonio | TX | 78205 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $500,000 |
| Texas A&M SA Foundation | |||||||
| 1 University Way | San Antonio | TX | 78224 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $30,000 |
| UT Health Science Center of San Antonio | |||||||
| 7703 Floyd Curl Dr | San Antonio | TX | 78229 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $2,000,000 |
| Brighton Center | |||||||
| 14207 Higgins Rd | San Antonio | TX | 78217 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $70,000 |
| The Charity Ball Association | |||||||
| PO Box 6708 | San Antonio | TX | 78209 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| Witte Museum of San Antonio | |||||||
| 3801 Broadway St | San Antonio | TX | 78209 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $75,000 |
| Junior Achievement | |||||||
| 403 E Ramsey Rd Suite 201 | San Antonio | TX | 78216 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $37,500 |
| American Red Cross | |||||||
| 3642 E Houston St | San Antonio | TX | 78219 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $100,000 |
| San Antonio Council on Alcohol & Drug Awareness | |||||||
| 7500 W US Hwy 90 201 | San Antonio | TX | 78227 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| Project Quest | |||||||
| 800 Quintana Rd Building 8 | San Antonio | TX | 78226 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| Girl Scouts of SW Texas Inc | |||||||
| 811 N Coker Loop | San Antonio | TX | 78216 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| Texas Business Hall of Fame | |||||||
| PO BOX 22048 | Houston | TX | 77227 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $40,000 |
| Briscoe Western Art Museum | |||||||
| 210 W Market St | San Antonio | TX | 78205 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| Meals on Wheels San Antonio | |||||||
| 2718 Danbury St | San Antonio | TX | 78217 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| San Antonio Hispanic Chamber of Commerce | |||||||
| 3006 General Hudnell Dr | San Antonio | TX | 78226 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| Friends of CHRISTUS Santa Rosa Foundation | |||||||
| 100 NE Loop 410 Ste 706 | San Antonio | TX | 78216 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $540,600 |
| Texas State History Museum Foundation | |||||||
| 1800 Congress Ave | Austin | TX | 78701 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| San Antonio Report fka Rivard Report | |||||||
| 126 Gonzalez St | San Antonio | TX | 78205 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $116,000 |
| MD Anderson Cancer Center | |||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| St Mary's Hall | |||||||
| 9401 Starcrest Dr | San Antonio | TX | 78217 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $837,500 |
| The Salvation Army | |||||||
| 521 W Elmira St | San Antonio | TX | 78212 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| Yale University | |||||||
| 149 Elm Street | New Haven | CT | 06511 | no relationship | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| United Way of San Antonio and Bexar County | |||||||
| 700 S Alamo St | San Antonio | TX | 78205 | no relationship | PC | General Charitable Purpose | $2,406,356 |
| Tecnologico de Monterrey Foundation | |||||||
| 10370 Richmond Ave | Houston | TX | 77042 | no relationship | PC | General Charitable Purpse | $3,000,000 |
| World Affairs Council of San Antonio | |||||||
| 84 NE Loop 410 | San Antonio | TX | 78216 | no relationship | PC | General Charitable Purpose | $76,000 |
| Remember the Alamo Foundation | |||||||
| 321 Alamo PlazaSte 212 | San Antonio | TX | 78205 | no relationship | PC | General Charitable Purpose | $20,000 |
| San Antonio Museum of Art | |||||||
| 200 W Jones Ave | San Antonio | TX | 78215 | no relationship | PC | General Charitable Purpose | $5,000 |
| United Way of Greater Los Angeles | |||||||
| 1150 South Olive Street | Los Angeles | CA | 90015 | no relationship | PC | General Charitable Purpose | $100,000 |
| Baby 2 Baby | |||||||
| 6435 Wilshire Blvd | Los Angeles | CA | 90048 | no relationship | PC | General Charitable Purpose | $100,000 |
| World Central Kitchen | |||||||
| 2001 L St NW | Washington | DC | 20036 | no relationship | PC | General Charitable Purpose | $100,000 |
| LA Fire Department Foundation | |||||||
| 1875 Century Park E | Los Angeles | CA | 90067 | no relationsship | PC | General Charitable Purpose | $100,000 |
| Aid the Silent | |||||||
| 8126 Broadway | San Antonio | TX | 78209 | no relationship | PC | General Charitable Foundation | $5,000 |
| Texas Association of Museums | |||||||
| 3939 Bee Caves Road Bldg A Suite | Austin | TX | 78746 | no relationship | PC | General Charitable Purpose | $5,000 |
| Mission Heritage Foundation | |||||||
| 6539 San Jose Dr | San Antonio | TX | 78214 | no relationship | PC | General Charitable Purpose | $5,000 |
| Davidson College | |||||||
| 405 N Main St | Davidson | NC | 28036 | no relationship | PC | General Charitable Purpose | $10,000 |
| University of Texas Foundation | |||||||
| 1601 Rio Grande St | Austin | TX | 78701 | no relationship | PC | General Charitable Foundation | $10,000 |
| Association of Fundraising Professionals | |||||||
| 401 W 15th St 695 | Austin | TX | 78701 | no relationship | PC | General Charitable Foundation | $10,000 |
| Crosspoint Inc | |||||||
| 301 Yucca St | San Antonio | TX | 78203 | no relationship | PC | General Charitable Purpose | $65,000 |
| US Fund for UNICEF | |||||||
| 125 Maiden Lane 10 Floor | New York | NY | 10038 | no relationship | PC | General Charitable Purpose | $533,000 |
| University Health Systems Foundation | |||||||
| 4502 Medical Drive MS 51-1 | San Antonio | TX | 78229 | no relationship | PC | General Charitable Purpose | $30,000 |
| Christian Assistance Ministry | |||||||
| 110 McCullough Ave | San Antonio | TX | 78215 | no relationship | PC | General Charitable Purpose | $2,500 |
| City Year San Antonio | |||||||
| 118 N Medina St 300 | San Antonio | TX | 78207 | no relationship | PC | General Charitable Purpose | $200,000 |
| Texas Public Radio | |||||||
| 8401 Datapoint DrSuite 800 | San Antonio | TX | 78229 | no relationship | PC | General Charitable Purpose | $1,200 |
| YWLA SA Foundation | |||||||
| 155 Concord Plaza Dr | San Antonio | TX | 78216 | no relationship | PC | General Charitable Purpose | $20,000 |
| Archdiocese of San Antonio | |||||||
| 2718 West Woodlawn Ave | San Antonio | TX | 78228 | no relationship | PC | General Charitable Purpose | $5,000 |
| School Year Abroad | |||||||
| 120 Water St Ste 310 | North Andover | MA | 01845 | no relationship | PC | General Charitable Purpose | $10,000 |
| St Mary's University | |||||||
| 1 Camino Santa Maria St | San Antonio | TX | 78228 | no relationship | PC | General Charitable Purpose | $5,000 |
| Ellis Island Honors Society | |||||||
| 16 W 36th St | New York | NY | 10018 | no relationship | PC | General Charitable Purpose | $2,500 |
| Trinity University | |||||||
| 1 Trinity Place | San Antonio | TX | 78212 | no relationship | PC | General Charitable Purpose | $10,000 |
| University of Incarnate Word | |||||||
| 4301 Broadway | San Antonio | TX | 78209 | no relationship | PC | General Charitable Purpose | $5,000 |
| Retina Foundation of the Southwest | |||||||
| 9600 North Central Expressway Suit | Dallas | TX | 75231 | no relationship | PC | General Charitable Purpose | $5,000 |
| Teach for America San Antonio | |||||||
| 1443 S Saint Marys St | San Antonio | TX | 78210 | no relationship | PC | General Charitable Purpose | $312,500 |
| City Education Partners | |||||||
| 303 Pearl Parkway Suite 114 | San Antonio | TX | 78215 | no relationship | PC | General Charitable Purpose | $50,000 |
| San Antonio of Hispanic Journalists | |||||||
| 145 E Woodlawn Ave | San Antonio | TX | 78212 | no relationship | PC | General Charitable Purpose | $5,000 |
| Clarity Child Guidance Center | |||||||
| 8535 Tom Slick | San Antonio | TX | 78229 | no relationship | PC | General Charitable Purpose | $10,000 |
| San Antonio Zoo | |||||||
| 3903 B Saint Marys St | San Antonio | TX | 78212 | no relationship | PC | General Charitable Purpose | $10,000 |
| The Majestic Empire Foundation | |||||||
| 222 E Houston St 640 | San Antonio | TX | 78205 | no relationship | PC | General Charitable Purpose | $10,000 |
| Bexar County Family Justice Center | |||||||
| 126 E Nueva St | San Antonio | TX | 78204 | no relationship | PC | General Charitable Foundation | $2,000 |
| Hemisfair Conservancy | |||||||
| 424 S Alamo St | San Antonio | TX | 78205 | no relationship | PC | General Charitable Purpose | $20,000 |
| Community Foundation of the Texas Hill County | |||||||
| 241 Earl Garrett St | Kerrville | TX | 78028 | no relationship | PC | General Charitable Foundation | $100,000 |
| St Jude Children's Research Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | no relationship | PC | General Charitable Purpose | $75,000 |
| Old Spanish Missions Inc | |||||||
| 2718 W Woodlawn Ave | San Antonio | TX | 78228 | no relationship | PC | General Charitable Purpose | $50,000 |
| Morgan's Wonderland | |||||||
| 5210 Thousand Oaks dr | San Antonio | TX | 78233 | no relationship | PC | General Charitable Purpose | $25,000 |
| Tobin Cener fka Bexar County Performing Arts | |||||||
| 100 Auditorium Cir | San Antonio | TX | 78205 | no relationship | PC | General Charitable Purpose | $26,215 |
| Sacred Heart Catholic Church | |||||||
| 2114 W Houston St | San Antonio | TX | 78207 | no relationship | PC | General Charitable Purpose | $250,000 |
| Mayo Cancer Center | |||||||
| 299-79 Woodlake Dr | Rochester | MN | 55904 | no relationship | PC | General Charitable Purpose | $5,000 |
| San Fernando Cathedral | |||||||
| 115 W Main Plaza | San Antonio | TX | 78205 | no relationship | PC | General Charitable Purpose | $25,000 |
| Scouting America | |||||||
| 1325 W Walnut Hill Lane | Irving | TX | 75038 | no relationship | PC | General Charitable Purpse | $10,000 |
| St Jude's Ranch for Children | |||||||
| 1400 Ridge Creek Lane | Bulverde | TX | 78163 | no relationship | PC | General Charitable Purpose | $100,000 |
| San Pedro Playhouse | |||||||
| 800 W Ashby Place | San Antonio | TX | 78212 | no relationship | PC | General Charitable Purpose | $10,000 |
| Fluxx Labs Inc | |||||||
| 2261 Market St 4060 | San Franciso | CA | 94137 | no relationship | PC | General Charitable Purpose | $59,833 |
| Brackenridge Park Conservancy | |||||||
| 2611 Broadway St | San Antonio | TX | 78215 | no relationship | PC | General Charitable Purpose | $10,000 |
| San Antonio Area Foundation | |||||||
| 155 Concord Plaza Dr | San Antonio | TX | 78216 | no relationship | PC | General Charitable Purpose | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,144,829 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,016,847 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,247,248 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,363,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,628,077 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,628,077 | 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 |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADR FEES | $34,964 | $34,964 |
| MONEY MANAGER & CUSTODY FEES | $1,417,545 | $1,417,545 |
| OFFICE FEE | $2,107 | $2,107 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FED TAXES REFUND | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $92,366 | $92,366 |
| FEDERAL TAXES | $313,791 | $313,791 |