Civic Intelligence

H Edwin & Selma M Kunath Trust Fund

990 • Fiscal year 2018 • EIN 74-6207671

Nov 01, 2017 to Oct 31, 2018 • Filed on Dec 20, 2018

PO Box 2950San Antonio, TX 78299

(210) 220-4997

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$2,698

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

1.5%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

-6.4%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$223,516

Up $3,254 (+1.5%) from 2017

Net Assets

Up

$223,516

Up $3,254 (+1.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$14,178

Down $965 (-6.4%) from 2017

Expenses

Up

$10,924

Up $536 (+5.2%) from 2017

Net Income

Down

$3,254

Down $1,501 (-32%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $194,453Liabilities 2011: $0Net Assets 2011: $194,4532011Assets 2012: $197,149Liabilities 2012: $0Net Assets 2012: $197,1492012Assets 2013: $204,246Liabilities 2013: $0Net Assets 2013: $204,2462013Assets 2014: $208,431Liabilities 2014: $0Net Assets 2014: $208,4312014Assets 2015: $215,146Liabilities 2015: $0Net Assets 2015: $215,1462015Assets 2016: $215,507Liabilities 2016: $0Net Assets 2016: $215,5072016Assets 2017: $220,262Liabilities 2017: $0Net Assets 2017: $220,2622017Assets 2018: $223,516Liabilities 2018: $0Net Assets 2018: $223,5162018Assets 2019: $228,242Liabilities 2019: $0Net Assets 2019: $228,2422019Assets 2020: $221,705Liabilities 2020: $0Net Assets 2020: $221,7052020Assets 2021: $227,363Liabilities 2021: $0Net Assets 2021: $227,3632021Assets 2022: $224,108Liabilities 2022: $0Net Assets 2022: $224,1082022Assets 2023: $206,739Liabilities 2023: $0Net Assets 2023: $206,7392023Assets 2024: $199,202Liabilities 2024: $0Net Assets 2024: $199,2022024Assets 2025: $193,447Liabilities 2025: $0Net Assets 2025: $193,4472025

Highlighted filing

2018

Assets$223,516
Liabilities$0
Net Assets$223,516

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2011: $13,278Expenses 2011: $8,432Net Income 2011: $4,8462011Revenue 2012: $12,287Expenses 2012: $9,591Net Income 2012: $2,6962012Expenses 2013: $8,1332013Revenue 2014: $11,769Expenses 2014: $7,584Net Income 2014: $4,1852014Revenue 2015: $14,478Expenses 2015: $7,763Net Income 2015: $6,7152015Revenue 2016: $10,501Expenses 2016: $10,140Net Income 2016: $3612016Revenue 2017: $15,143Expenses 2017: $10,388Net Income 2017: $4,7552017Revenue 2018: $14,178Expenses 2018: $10,924Net Income 2018: $3,2542018Revenue 2019: $15,769Expenses 2019: $11,043Net Income 2019: $4,7262019Revenue 2020: $7,962Expenses 2020: $14,499Net Income 2020: -$6,5372020Revenue 2021: $15,740Expenses 2021: $10,082Net Income 2021: $5,6582021Revenue 2022: $8,569Expenses 2022: $11,824Net Income 2022: -$3,2552022Revenue 2023: $12,384Expenses 2023: $29,753Net Income 2023: -$17,3692023Revenue 2024: $10,762Expenses 2024: $18,299Net Income 2024: -$7,5372024Revenue 2025: $8,909Expenses 2025: $14,664Net Income 2025: -$5,7552025

Highlighted filing

2018

Revenue$14,178
Expenses$10,924
Net Income$3,254
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Dec 20, 2018
Return Version
2017v2.3
Gross Receipts
$19,519
Mission and Program Overview

Mission

The purposes of Form 990, the "organization" will refer to Frost Bank, the institutional Trustee of this Charitable Trust. Frost Bank carries out the intent and directions provided in the governing documents of the trust. The settlor of this Trust directed that the endowment Fund be organized and operated to support Grace Evangelical Lutheran Church, A 501(C)(3) Organization. The net income from the investments is distributed to or for the benefit of Grace Evangelical Lutheran Church. The H. Edwin and Selma M Kunath Trust fund is an Endowment Fund created under the Will of H. Edwin Kunath.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$220,262$223,516▲ $3,254
Investments in Publicly Traded Securities$212,645$216,986▲ $4,341
Savings and Temporary Cash Investments$7,553$6,491▼ $1,062
Accounts Receivable$64$39▼ $25
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$220,262$223,516▲ $3,254
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$220,262$223,516▲ $3,254
Total Liabilities and Net Assets / Fund Balance$220,262$223,516▲ $3,254

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$220,262-▲ $14,178$7,139$223,516
2016$215,507-▲ $15,143$6,492$220,262
2015$215,146-▲ $10,501$5,724$215,507
2014$208,431-▲ $14,478$4,539$215,146
2013$204,246-▲ $11,769$4,516$208,431
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$2,698$2,698
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$14,178
Other Revenue
$0
Change in Net Assets
$3,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,441
Grants and Similar Amounts Paid$3,785
Salaries, Compensation, and Employee Benefits$2,698
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,785--$3,785
Fees for Services Accounting$1,748$1,747-$3,495
Current Officers, Directors, Trustees, and Key Employees$1,562$1,136-$2,698
Other Expenses$902$44-$44
Total Functional Expenses$7,997$2,927$0$10,924
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grace Evangelical Lutheran ChurchSan Antonio, TX501(c)(3)To Provide Support to the Church Per Trust Instrument.$3,785
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
Backup withholding compliance
Yes
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

Form 990 is reviewed by a trust administrator and tax preparer.

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

Frost bank has a written conflict of interest policy. Frost bank requires all officers and directors to annually disclose interests that could give rise to conflicts of interest. These policies are regularly and consistently monitored for compliance and enforcement by management, internal and external auditors.

Form 990, Part VI, Section B, Line 15

The process of determining compensation of the trustee for this trust has been defined in the trust agreement. The beneficiary of this trust is provided trust statements and has the opportunity to review the payment of trustee fees.

Form 990, Part VI, Section C, Line 19

The trust makes its governing documents and conflict of interest policy available to the public upon written request to the trustee.

Filing and Contact Details

Filer

Filer Name
H Edwin & Selma M Kunath Trust Fund
EIN
74-6207671
Phone
2102204997
Address
PO BOX 2950, SAN ANTONIO, TX 78299

Signing Officer

Name
Frost Bank
Title
Trustee
Phone
2102204997
Signed
2018-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frost Bank
Formed
1974
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lange Poteet & Co Llp
Address
P O BOX 12199, SAN ANTONIO, TX 78212
Preparer
John a Poteet Jr
Phone
2107356181
Supplemental Narrative

Additional Explanations

FORM 990, PART 1, DESCRIPTION OF ORGANIZATION MISSION:

For purposes of form 990, the organization" will refer to frost bank, the institutional trustee of this charitable trust. Frost bank carries out the intent and directions provided in the governing documents of the trust. The settlor of this trust directed that the endowment fund be organized and operated to support grace evangelical lutheran church, a 501(c)(3) organization. The net income from the investments is distributed to or for the benefit of grace evangelical lutheran church. The h. Edwin and selma m. Kunath trust fund is an endowment fund created under the will of h. Edwin kunath.

Financial Statement Notes

PART V, LINE 4:

The endowment funds were established to support grace evangelical lutheran church.

Raw XML AppendixShowing 400 of 456 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/AccountsReceivableGrp/BOYAmt064
IRS990/AccountsReceivableGrp/EOYAmt039
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FROST BANK TRUSTEE
IRS990/BooksInCareOfDetail/PhoneNum02102204997
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 W HOUSTON 7TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078299
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01136
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01562
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02698
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt03785
IRS990/CYInvestmentIncomeAmt014178
IRS990/CYOtherExpensesAmt04441
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03254
IRS990/CYSalariesCompEmpBnftPaidAmt02698
IRS990/CYTotalExpensesAmt010924
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014178
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRACE EVANGELICAL LUTHERAN CHURCH, 504 AVENUE E, SAN ANTONIO, TX 78215
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt07997
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01747
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01748
IRS990/FeesForServicesAccountingGrp/TotalAmt03495
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FROST BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02698
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08440
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt03785
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03785
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03785
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013781
IRS990/GrossReceiptsAmt019519
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt05738
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05738
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0212645
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0216986
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05341
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0220262
IRS990/NetAssetsOrFundBalancesEOYAmt0223516
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08440
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08440
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FLOWERS FOR GRAVESITE
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt044
IRS990/OtherExpensesGrp/ProgramServicesAmt0902
IRS990/OtherExpensesGrp/TotalAmt0902
IRS990/OtherExpensesGrp/TotalAmt144
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0FROST BANK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03896
IRS990/PYInvestmentIncomeAmt015143
IRS990/PYOtherExpensesAmt04053
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04755
IRS990/PYSalariesCompEmpBnftPaidAmt02439
IRS990/PYTotalExpensesAmt010388
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015143
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03254
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0220262
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0223516
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07553
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06491
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt05858
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt05412
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0120
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt04212
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt03805
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt05738
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt05412
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt02927
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt02687
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0-1281
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0-1080
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0-1080
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt07997
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt07997
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0-918
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt07997
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt07997
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt07997
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt07997
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt04212
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt03785
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt07997
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt047.330000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt03785
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt07997
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE MAINTAINS A CLOSE AND CONTINOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY MEETING AT LEAST ANNUALLY WITH THEM TO DISCUSS THE NEEDS OF THE ORGANIZATION, THE INVESTMENT POLICIES IN PLACE TO MEET THOSE NEEDS, ANTICIPATED INCOME TO BE DISTRIBUTED AND DISCUSS HOW THE FUNDS WERE USED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST'S SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE BY MEETING WITH THE TRUSTEE AT LEAST ANNUALLY TO DISCUSS THE NEEDS OF THE ORGANIZATION, THE INVESTMENT POLICIES IN PLACE TO MEET THOSE NEEDS AND ANTICIPATED INCOME TO BE DISTRIBUTED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0239813
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0231967
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt08559
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt07645
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0231254
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0224322
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt03597
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt03480
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0236216
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0228487
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt08268
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt07997
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0239813
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0231967
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt08268
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt07997
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741124073
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03785
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GRACE EVANGELICAL LUTHERAN CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt03785
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0220262
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0223516
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03785
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt014178
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt07139
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0215507
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0220262
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03896
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015143
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt06492
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0215146
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0215507
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt04416
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010501
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt05724
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0208431
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0215146
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03224
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014478
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04539
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0204246
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0208431
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt03068
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011769
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04516
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS WERE ESTABLISHED TO SUPPORT GRACE EVANGELICAL LUTHERAN CHURCH.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt03785
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT TO THE CHURCH PER TRUST INSTRUMENT.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GRACE EVANGELICAL LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0741124073
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0504 AVENUE E
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078215
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE, FROST BANK, COMMUNICATES WITH THE BENEFICIARY BY LETTER AND TRUST STATEMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART 1, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOR PURPOSES OF FORM 990, THE ORGANIZATION" WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. FROST BANK CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENTS OF THE TRUST. THE SETTLOR OF THIS TRUST DIRECTED THAT THE ENDOWMENT FUND BE ORGANIZED AND OPERATED TO SUPPORT GRACE EVANGELICAL LUTHERAN CHURCH, A 501(C)(3) ORGANIZATION. THE NET INCOME FROM THE INVESTMENTS IS DISTRIBUTED TO OR FOR THE BENEFIT OF GRACE EVANGELICAL LUTHERAN CHURCH. THE H. EDWIN AND SELMA M. KUNATH TRUST FUND IS AN ENDOWMENT FUND CREATED UNDER THE WILL OF H. EDWIN KUNATH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY A TRUST ADMINISTRATOR AND TAX PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FROST BANK HAS A WRITTEN CONFLICT OF INTEREST POLICY. FROST BANK REQUIRES ALL OFFICERS AND DIRECTORS TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THESE POLICIES ARE REGULARLY AND CONSISTENTLY MONITORED FOR COMPLIANCE AND ENFORCEMENT BY MANAGEMENT, INTERNAL AND EXTERNAL AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS OF DETERMINING COMPENSATION OF THE TRUSTEE FOR THIS TRUST HAS BEEN DEFINED IN THE TRUST AGREEMENT. THE BENEFICIARY OF THIS TRUST IS PROVIDED TRUST STATEMENTS AND HAS THE OPPORTUNITY TO REVIEW THE PAYMENT OF TRUSTEE FEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GRACE EVANGELICAL LUTHERAN CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741124073
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0504 AVENUE E
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078215
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0220262
IRS990/TotalAssetsEOYAmt0223516
IRS990/TotalAssetsGrp/BOYAmt0220262
IRS990/TotalAssetsGrp/EOYAmt0223516
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02927
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07997
IRS990/TotalFunctionalExpensesGrp/TotalAmt010924
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0220262
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0223516
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07997
IRS990/TotalReportableCompFromOrgAmt02698

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.09$0.15$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.11$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.12$0.30$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.09$0.12$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$0.16$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.08$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.16$0.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.14$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.15$0.10$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.11$0.10$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.14$0.08$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.12$0.08$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.08
2012Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$0.12$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$0.13$0.08$0.05