2026-05-13T18:42:26-05:00 2025-12-31 ERNST & YOUNG US LLP 425 HOUSTON ST STE 600 FORT WORTH TX 76102 990 2025-01-01 746194017 HOWARD MCKENNA CHARITABLE TRUST #2430 % FROST BANK HOWA 2102204438 C/O FROST BANK TRUSTEE PO BOX 2950 SAN ANTONIO TX 782992950 Debbie Broemsen SVP 2102204997 2026-05-11 true Melva Scott P01207335 8173351900 2026-05-07 2025 2025-03-06 01:10:19Z FROST BANK PO BOX 2950 SAN ANTONIO TX 782992950 392589 false X N/A X 1973 TX THE MCKENNA CHARITABLE TRUST WILL DISTRIBUTE 5% OF THE FAIR MARKET VALUE OF THE TRUST TO THE MCKENNA FOUNDATION, AS LONG AS THE FOUNDATION REMAINS A 501(C)(3) ORGANIZATION 1 0 0 0 0 0 0 0 44165 103314 0 0 44165 103314 57265 61649 0 0 3718 3907 0 0 0 7444 8353 68427 73909 -24262 29405 765356 794761 0 0 765356 794761 X AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THE TRUST SHALL DISTRIBUTE 5% OF THE NET FAIR MARKET VALUE OF THE TRUST IN EACH CALENDAR YEAR AS DETERMINED ON THE LAST BUSINESS DAY IN THE PRECEDING CALENDAR YEAR TO THE MCKENNA FOUNDATION, AS LONG AS THE FOUNDATION REMAINS AN ORGANIZATION DESCRIBED UNDER CODE SECTION 501(C)(3). false false 67265 61649 MCKENNA FOUNDATION 67265 true false false false false false false false true false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 1 0 0 false false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true true true true true true false false false X FROST BANK 2102204438 PO BOX 2950 SAN ANTONIO TX 782992950 FROST BANK TRUSTEE DEBBIE BROEMSEN, ADMINISTRATOR 0.0 40.0 X 3907 0 0 3907 0 0 0 false false false NONE 0 0 0 30764 0 30764 0 0 0 0 0 361825 289275 72550 72550 0 72550 0 0 0 0 0 0 0 0 0 0 103314 0 103314 61649 61649 0 0 0 3907 3907 0 0 0 0 0 0 0 0 6835 1709 5126 0 0 0 1038 0 1038 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FOREIGN TAXES 480 0 480 73909 67265 6644 0 X 0 0 54943 72031 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 710413 722730 0 0 0 0 0 0 0 0 765356 794761 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 765356 794761 765356 794761 765356 794761 29405 X false false false X X 1 MCKENNA FOUNDATION 262011830 3 true 61649 0 1 61649 0 true false false false false false false false false false false false false false false true false true 0 26 0 28099 30764 28099 30790 0 5659 6165 228 480 22212 24145 1142015 1187688 32734 55580 0 1174749 1243268 0 0 1174749 1243268 17621 18649 1157128 1224619 40499 42862 0 40499 42862 22212 18880 40499 40499 0 40499 61649 0 5616 0 0 67265 67265 40499 166.0905 40499 0 58592 66426 70080 58723 62540 316361 0 40499 18093 257769 67265 0 0 67265 0 0 325034 66426 70080 58723 62540 67265 FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 2 THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY PARTICIPATING IN REGULAR COMMUNICATIONS. THERE IS A STRONG WORKING RELATIONSHIP BETWEEN THE TRUSTEE AND AN OFFICER OF THE SUPPORTED ORGANIZATIONS. THE TRUSTEE IS RESPONSIVE TO THE NEEDS OF ALL OF THE SUPPORTED ORGANIZATIONS. FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 3 THE SUPPORTED ORGANIZATIONS PARTICIPATE IN REGULAR COMMUNICATIONS WITH THE TRUSTEE OF THE ORGANIZATION REGARDING THE SUPPORTED ORGANIZATION'S PROJECTED NEEDS. THE SUPPORTED ORGANIZATIONS ALSO PROVIDE SUGGESTIONS TO THE TRUSTEE REGARDING THE ORGANIZATION'S USE OF ASSETS, INCLUDING TIMING OF GRANTS AND MANNER OF MAKING GRANTS. IN ADDITION, THE TRUSTEE REGULARLY COMMUNICATES WITH THE SUPPORTED ORGANIZATIONS REGARDING INVESTMENTS, DISTRIBUTION PLANS, AND OTHER SIMILAR MATTERS. 765356 103314 61648 5616 6645 794761 789618 44165 57265 5275 5887 765356 817179 36742 53832 4890 5581 789618 855346 37264 65102 4978 5351 817179 858594 68392 61199 5227 5214 855346 false false PART V, LINE 4 AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THE TRUST SHALL DISTRIBUTE 5% OF THE NET FAIR MARKET VALUE OF THE TRUST IN EACH CALENDAR YEAR AS DETERMINED ON THE LAST BUSINESS DAY IN THE PRECEDING CALENDAR YEAR TO THE MCKENNA FOUNDATION, AS LONG AS THE FOUNDATION REMAINS AN ORGANIZATION DESCRIBED UNDER CODE SECTION 501(C)(3). true MCKENNA FOUNDATION 801 W SAN ANTONIO ST Suite 600 NEW BRAUNFELS TX 78130 262011830 501(C)(3) 61649 CHARITABLE 1 FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATOR FOR THE TRUST REVIEWS AND SIGNS FORM 990 AS REQUIRED BY INTERNAL BANK POLICIES. FORM 990, PART VI, SECTION B, LINE 12C FROST BANK HAS WRITTEN CONFLICT OF INTEREST POLICIES THAT STATE ANY DECISION MADE MUST BE IN THE ACCOUNTS BEST INTEREST. BANK POLICY REQUIRES ALL OFFICERS AND DIRECTORS TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT OF INTEREST. NO TRANSACTION OF THIS NATURE WILL BE CONSUMMATED WITHOUT CONSULATION WITH COUNSEL AND THE PRIOR APPROVAL OF THE STATEWIDE TRUST INVESTMENT COMMITTEE OR THE TRUST ADMINISTRATIVE COMMITTEE. ANNUALLY EMPLOYEES ARE ASKED TO SIGN AN ATTESTATION CERTIFYING THEY ARE IN COMPLIANCE WITH THESE POLICIES. MONTHLY MONITORING OCCURS OF EMPOLYEE AND IMMEDIATE FAMILY BROKERAGE ACCOUNTS TO MONITOR FOR CONFLICT OF INTEREST. THE BANK INTERNAL POLICIES ARE REGULARLY AND CONSISTENTLY MONITORED FOR COMPLIANCE AND ENFORCEMENT BY INTERNAL AND EXTERNAL AUDITORS. FROST BANK HAS A WRITTEN WHISTLEBLOWER POLICY AND A WRITTEN DOCUMENT RETENTION AND DESTRUCTIONS POLICY. COMPENSATION FOR THE TRUSTEE IS EITHER SET BY THE GOVERNING DOCUMENT OR REFLECT CHARGES THAT ARE NORMAL AND CUSTOMARY AS ESTABLISHED BY THE BANK FOR SIMILAR ACCOUNTS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF FORM 1023, TRUST GOVERNING DOCUMENTS, TAX RETURNS, AND FINANCIAL REPORTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. A COPY OF THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. MCKENNA FOUNDATION 801 W SAN ANTONIO STREET NEW BRAUNFELS TX 78130 262011830 CHARITABLE TX 501(C)(3) 03 NA false false true false false false false false false false false false false false false false false false false NONE NONE NONE