Civic Intelligence

Emil Ce Jurica Endowment Trust

EIN 23-7039309 • 501(c)3 • San Antonio, TX

Profile

The emil c. E. Jurica endowment trust (the trust) is an irrevocable trust created by the late emil c. E. Jurica on october 10, 1969. The trust provides grants to supplement salaries and benefits for full-time professors at st. Mary's university, greehey school of business and administration.

One Camino Santa Maria Box BSan Antonio, TX 78228

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

6th percentile

-56%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

29th percentile

-1.4%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$6,318,037

Up $462,215 (+7.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$6,318,037

Up $462,215 (+7.9%) from 2024

Revenue

Up

$216,199

Up $2,347 (+1.1%) from 2024

Expenses

Down

$107,340

Down $81,655 (-43%) from 2024

Net Income

Up

$108,859

Up $84,002 (+338%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $4,678,706Liabilities 2017: $0Net Assets 2017: $4,678,7062017Assets 2018: $5,003,373Liabilities 2018: $0Net Assets 2018: $5,003,3732018Assets 2019: $4,891,860Liabilities 2019: $0Net Assets 2019: $4,891,8602019Assets 2020: $4,821,463Liabilities 2020: $0Net Assets 2020: $4,821,4632020Assets 2021: $5,747,266Liabilities 2021: $72,975Net Assets 2021: $5,674,2912021Assets 2022: $5,233,134Liabilities 2022: $0Net Assets 2022: $5,233,1342022Assets 2023: $5,160,521Liabilities 2023: $0Net Assets 2023: $5,160,5212023Assets 2024: $5,855,822Liabilities 2024: $0Net Assets 2024: $5,855,8222024Assets 2025: $6,318,037Liabilities 2025: $0Net Assets 2025: $6,318,0372025

Highlighted filing

2025

Assets$6,318,037
Liabilities$0
Net Assets$6,318,037

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2017: $227,221Expenses 2017: $170,766Net Income 2017: $56,4552017Revenue 2018: $265,208Expenses 2018: $151,947Net Income 2018: $113,2612018Revenue 2019: $214,384Expenses 2019: $151,950Net Income 2019: $62,4342019Revenue 2020: $118,743Expenses 2020: $151,950Net Income 2020: -$33,2072020Revenue 2021: $392,605Expenses 2021: $193,720Net Income 2021: $198,8852021Revenue 2022: $532,872Expenses 2022: $153,381Net Income 2022: $379,4912022Revenue 2023: $109,761Expenses 2023: $171,571Net Income 2023: -$61,8102023Revenue 2024: $213,852Expenses 2024: $188,995Net Income 2024: $24,8572024Revenue 2025: $216,199Expenses 2025: $107,340Net Income 2025: $108,8592025

Highlighted filing

2025

Revenue$216,199
Expenses$107,340
Net Income$108,859

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Mar 3, 2026
Return Version
2024v5.5
Gross Receipts
$216,199
Mission and Program Overview

Mission

The emil c. E. Jurica endowment trust (the trust) is an irrevocable trust created by the late emil c. E. Jurica on october 10, 1969. The trust provides supplemental salaries for full-time professors at st. Mary's university school of business and administration holding the academic rank of full professor, who have distinguished themselves in their field, pursuant to the terms and conditiions set forth in the trust indenture.

To support st. Mary's university, greehey school of business.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,855,822$6,318,037▲ $462,215
Total Assets$5,855,822$6,318,037▲ $462,215
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,500,000$3,500,000→ $0
Net Assets Without Donor Restrictions$2,355,822$2,818,037▲ $462,215
Total Net Assets Fund Balance$5,855,822$6,318,037▲ $462,215
Total Liabilities and Net Assets / Fund Balance$5,855,822$6,318,037▲ $462,215

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,855,822-▲ $569,555-$6,318,037
2023$5,160,521-▲ $884,296-$5,855,822
2022$5,233,134-▲ $98,958-$5,160,521
2021$5,747,266-▼ $287,776-$5,233,134
2020$4,821,463-▲ $1,046,548-$5,747,266
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$216,199
Other Revenue
$0
Change in Net Assets
$108,859

Audited Revenue Reconciliation

Revenue per Audited Statements
$173,015
Revenue Not Reported on Financial Statements
$43,184
Revenue Not Reported on Form 990
$353,356
Total Revenue per Audited Statements
$526,371
Total Revenue per Form 990
$216,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,740
Grants and Similar Amounts Paid$49,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,600--$49,600
Fees for Service Investment Mgmnt Fees$43,184--$43,184
Fees for Services Accounting$7,500--$7,500
Insurance$7,056--$7,056
Total Functional Expenses$107,340$0$0$107,340

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$107,340
Total Expenses per Audited Statements$107,340
Total Expenses per Form 990$107,340
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST MARY'S UNIVERSITYSan Antonio, TX501(c)(3)Supplement Salaries$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The federal tax return on form 990 is prepared by the organization's independent public accounting firm and reviewed and approved by the trustee's before signing and filing with the department of treasury.

Form 990, Part VI, Section B, Line 12C

The policy is reviewed at the trustees meeting and any potential conflicts are discussed.

Form 990, Part VI, Section C, Line 18

The form 990 was reviewed by the trustees at a meeting prior to filing with the irs.

Form 990, Part VI, Section C, Line 19

The trust's governing documents and related policies and procedures are available through written request to its administrative offices.

Filing and Contact Details

Filer

Filer Name
Emil Ce Jurica Endowment Trust
EIN
23-7039309
Phone
2104363712
Address
ONE CAMINO SANTA MARIA BOX B, SAN ANTONIO, TX 78228

Signing Officer

Name
Tom Stringfellow
Title
Trustee
Phone
2104363712
Signed
2026-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Stringfellow
Formed
1969
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Adkf Pc
Address
9601 MCALLISTER FREEWAY SUITE 800, SAN ANTONIO, TX 78216
Preparer
Joseph a Hernandez
Phone
2108291300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

There have not been any changes to the oversight process of the audit from the prior year.

Financial Statement Notes

Form 990, Schedule D, Part V, Line 4

To provide grants to supplement salaries and benefits for full-time professors at st. Mary's unviersity, greehey school of business, holding the academic rank of full professor, who have distinguished themselves in their field, pursuant to the terms and conditions set forth in the emil c.e. Jurica endowment trust indenture.

Form 990, Schedule D, Part X, Line 2

The trust is exempt from federal income tax under the internal revenue code section 501 (c) (3). The trust does not have any income unrelated to its exempt purpose that is subject to federal income tax. The trustees believe the trust has no material uncertain tax positions and, accordingly, will not recognize any related liability. The 4 prior tax years remain open to examination.

Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT ST. MARY'S UNIVERSITY, GREEHEY SCHOOL OF BUSINESS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum02104363712
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE CAMINO SANTA MARIA BOX B
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078228
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt049600
IRS990/CYInvestmentIncomeAmt0216199
IRS990/CYOtherExpensesAmt057740
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0108859
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0107340
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0216199
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUST GIVES GRANTS TO SUPPLEMENT SALARIES AND BENEFITS FOR FULL TIME PROFESSORS IN THE SCHOOL OF BUSINESS AND ADMINISTRATION AT ST. MARY'S UNIVERSITY, SAN ANTONIO, TEXAS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03500000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03500000
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0107340
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07500
IRS990/FeesForServicesAccountingGrp/TotalAmt07500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt043184
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt043184
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DELORES LENZY-JONES
IRS990/Form990PartVIISectionAGrp/PersonNm1FR RICHARD VILLA
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM STRINGFELLOW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt049600
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt049600
IRS990/GrantsToDomesticOrgsGrp/TotalAmt049600
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0216199
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt07056
IRS990/InsuranceGrp/TotalAmt07056
IRS990/InvestmentIncomeGrp/ExclusionAmt0216199
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0216199
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05855822
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06318037
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE EMIL C. E. JURICA ENDOWMENT TRUST (THE TRUST) IS AN IRREVOCABLE TRUST CREATED BY THE LATE EMIL C. E. JURICA ON OCTOBER 10, 1969. THE TRUST PROVIDES GRANTS TO SUPPLEMENT SALARIES AND BENEFITS FOR FULL-TIME PROFESSORS AT ST. MARY'S UNIVERSITY, GREEHEY SCHOOL OF BUSINESS AND ADMINISTRATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05855822
IRS990/NetAssetsOrFundBalancesEOYAmt06318037
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0353356
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02355822
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02818037
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TOM STRINGFELLOW
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0140140
IRS990/PYInvestmentIncomeAmt0213852
IRS990/PYOtherExpensesAmt048855
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt024857
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0188995
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0213852
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0108859
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EMIL C. E. JURICA ENDOWMENT TRUST WAS CREATED ON OCTOBER 10, 1969 TO PROVIDE GRANTS SUPPLEMENT SALARIES FOR FULL-TIME TEACHERS HOLDING THE ACADEMIC RANK OF FULL PROFESSOR IN THE SCHOOL OF BUSINESS ADMINISTRATION AT ST. MARY'S UNIVERSITY. ON APRIL 16, 2019, ST. MARY'S UNIVERSITY, AS PETITIONER, FILED A PETITION FOR MODIFICATION (TO THE TRUST INDENTURE) WITH THE PROBATE COURT IN BEXAR COUNTY, TEXAS (THE COURT) REQUESTING CERTAIN CHANGES TO MORE CLOSELY ALIGN THE INDENTURE WITH MODERN PRACTICES. THE PETITION FOR MODIFICATION WAS APPROVED BY THE COURT ON OCTOBER 24, 2019, AND AMONG OTHER THINGS, CHANGED THE INDIVIDUALS ELIGIBLE FOR A SALARY SUPPLEMENTATION TO EXPAND TO INCLUDE VISITING PROFESSORS WHO HAVE OBTAINED THE RANK OF FULL PROFESSOR WHERE SHE OR HE NORMALLY RESIDES PRIOR TO BECOMING A VISITING PROFESSOR OF ST. MARY'S UNIVERSITY. UPON DEATH, INCAPACITY, OR REFUSAL TO SERVE OF ANY OF THE TRUSTEES, THE REMAINING TRUSTEE OR TRUSTEES SHALL IN THEIR SOLE AND ABSOLUTE DISCRETION SELECT A SUITABLE PERSON TO FILL THE VACANCY THUS CREATED, AND IF THE TRUSTEE TO BE REPLACED IS A MEMBER OF THE SOCIETY OF MARY, PROVINCE OF ST. LOUIS, OR ANY SUBSEQUENT PROVINCE OF SAID SOCIETY OF MARY WHICH WOULD INCORPORATE INTO ITS PROVINCE THE BENEFICIARY HEREUNDER, THEN SUCH NEW TRUSTEE SELECTED TO FILL SUCH VACANCY MUST BE A MEMBER OF THE SOCIETY OF MARY AND OF SAID PROVINCE, IN GOOD STANDING, AND EITHER A FACULTY MEMBER OR ADMINISTRATOR OF ST. MARY'S UNIVERSITY OF SAN ANTONIO, TEXAS, RESIDENT IN AND AT SAID UNIVERSITY, TO FILL THE VACANCY OR VACANCIES THUS CREATED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEES SHALL HAVE AN ANNUAL AUDIT MADE OF THE TRUST BY A CERTIFIED PUBLIC ACCOUNTANT AND DEPOSIT A DUPLICATE ORIGINAL COPY THEREOF WITH THE BENEFICIARY OF THE TRUST. THE DEAN OF ST. MARY'S UNIVERSITY GREEHEY SCHOOL OF BUSINESS RECOMMENDS THE DISTRIBUTIONS TO THE PROFESSORS TO EMIL C. E. JURICA ENDOWMENT TRUST AND THE TRUSTEES VOTE AND APPROVE THE DISTRIBUTIONS. EMIL C. E. JURICA ENDOWMENT TRUST SATISFIED THE INTEGRAL PART TEST AS A QUALIFYING TRUST ON NOVEMBER 20, 1970 BASED ON THE FOLLOWING CRITERIA: 1. THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO ONE PURPOSE. 2. THE TRUST WAS CREATED ON OCTOBER 1, 1969 (PRIOR TO NOVEMBER 20, 1970) AND DID NOT RECEIVE ANY GRANT, CONTRIBUTION, BEQUEST OR OTHER TRANSFER ON OR AFTER ITS DATE OF INCEPTION. 3. THE TRUST IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ITS NET INCOME CURRENTLY TO ST. MARY'S UNIVERSITY, THE DESIGNATED BENEFICIARY SUPPORTED ORGANIZATION. 4. THE TRUSTEES OF THIS TRUST DO NOT HAVE DISCRETION TO VARY THE BENEFICIARY SUPPORTED BY THIS ORGANIZATION. 5. NONE OF THE TRUSTEES ARE DISQUALIFIED PERSONS WITHIN THE MEANING OF SECTION 4946(A) WITH RESPECT TO THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION D, LINES 2 & 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION D, LINES 2 & 3
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741143128
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt049600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST MARY'S UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt049600
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt057740
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05855822
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06318037
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt049600
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0569555
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt048855
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05160521
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05855822
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0140140
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0884296
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt047302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05233134
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05160521
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0124269
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt098958
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt053574
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05747266
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05233134
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0172782
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-287776
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt047770
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04821463
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05747266
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt072975
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01046548
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0107340
IRS990ScheduleD/InvestmentExpensesNotIncldAmt043184
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0353356
IRS990ScheduleD/RevenueNotReportedAmt0353356
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt043184
IRS990ScheduleD/RevenueSubtotalAmt0173015
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE GRANTS TO SUPPLEMENT SALARIES AND BENEFITS FOR FULL-TIME PROFESSORS AT ST. MARY'S UNVIERSITY, GREEHEY SCHOOL OF BUSINESS, HOLDING THE ACADEMIC RANK OF FULL PROFESSOR, WHO HAVE DISTINGUISHED THEMSELVES IN THEIR FIELD, PURSUANT TO THE TERMS AND CONDITIONS SET FORTH IN THE EMIL C.E. JURICA ENDOWMENT TRUST INDENTURE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE INTERNAL REVENUE CODE SECTION 501 (C) (3). THE TRUST DOES NOT HAVE ANY INCOME UNRELATED TO ITS EXEMPT PURPOSE THAT IS SUBJECT TO FEDERAL INCOME TAX. THE TRUSTEES BELIEVE THE TRUST HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, WILL NOT RECOGNIZE ANY RELATED LIABILITY. THE 4 PRIOR TAX YEARS REMAIN OPEN TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0107340
IRS990ScheduleD/TotalRevenuePerForm990Amt0216199
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0526371
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0107340
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt049600
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPLEMENT SALARIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST MARY'S UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0741143128
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE CAMINO SANTA MARIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078228
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE RESTRICTED TO ST. MARY'S UNVIERSITY - GREEHEY BUSINESS SCHOOL, LOCATED IN SAN ANTONIO, TEXAS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FEDERAL TAX RETURN ON FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT PUBLIC ACCOUNTING FIRM AND REVIEWED AND APPROVED BY THE TRUSTEE'S BEFORE SIGNING AND FILING WITH THE DEPARTMENT OF TREASURY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS REVIEWED AT THE TRUSTEES MEETING AND ANY POTENTIAL CONFLICTS ARE DISCUSSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS REVIEWED BY THE TRUSTEES AT A MEETING PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST'S GOVERNING DOCUMENTS AND RELATED POLICIES AND PROCEDURES ARE AVAILABLE THROUGH WRITTEN REQUEST TO ITS ADMINISTRATIVE OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE HAVE NOT BEEN ANY CHANGES TO THE OVERSIGHT PROCESS OF THE AUDIT FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05855822
IRS990/TotalAssetsEOYAmt06318037
IRS990/TotalAssetsGrp/BOYAmt05855822
IRS990/TotalAssetsGrp/EOYAmt06318037
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107340
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107340
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05855822
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06318037
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0107340
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0216199
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216199
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05855822
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06318037
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE CAMINO SANTA MARIA BOX B
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078228
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM STRINGFELLOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02104363712
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMIL CE JURICA ENDOWMENT TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ST MARYS UNIV-GREEHEY BUS SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0EMIL
ReturnHeader/Filer/EIN0237039309
ReturnHeader/Filer/PhoneNum02104363712
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE CAMINO SANTA MARIA BOX B
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078228
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742606559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADKF PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09601 MCALLISTER FREEWAY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02108291300
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A HERNANDEZ
ReturnHeader/ReturnTs02026-03-11T08:36:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.