Civic Intelligence

Magnolia Cemetery Perpetual Fund H10040

EIN 74-6293048 • 501(c)13 • San Antonio, TX

Profile

For purposes of Form 990, 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 document of the trust. This trust was set up to assist the Magnolia Cemetery Corporation, a tax-exempt organization in maintaining and improving the Magnolia Cemetery.

P O Box 2950 Tax Dept Floor 5San Antonio, TX 78299-2950

n/A

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2024

Net Margin

62nd percentile

39%

Higher net margin than 62% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$15,550

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

2.7%

Faster asset growth than 31% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

46%

Faster revenue growth than 75% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$2,143,092

Up $56,419 (+2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,143,092

Up $56,419 (+2.7%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin62nd percentile

Revenue

Up

$146,319

Up $45,897 (+46%) from 2023

Expenses

Up

$89,900

Up $43,381 (+93%) from 2023

Net Income

Up

$56,419

Up $2,516 (+4.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,008,758Liabilities 2021: $0Net Assets 2021: $2,008,7582021Assets 2022: $2,032,770Liabilities 2022: $0Net Assets 2022: $2,032,7702022Assets 2023: $2,086,673Liabilities 2023: $0Net Assets 2023: $2,086,6732023Assets 2024: $2,143,092Liabilities 2024: $0Net Assets 2024: $2,143,0922024

Highlighted filing

2024

Assets$2,143,092
Liabilities$0
Net Assets$2,143,092
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$150K$100K$50K$0Revenue 2021: $130,616Expenses 2021: $101,949Net Income 2021: $28,6672021Revenue 2022: $86,098Expenses 2022: $62,846Net Income 2022: $23,2522022Revenue 2023: $100,422Expenses 2023: $46,519Net Income 2023: $53,9032023Revenue 2024: $146,319Expenses 2024: $89,900Net Income 2024: $56,4192024

Highlighted filing

2024

Revenue$146,319
Expenses$89,900
Net Income$56,419
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,143,092
Liabilities
$0
Net assets
$2,143,092
Revenue
$146,319
Expenses
$89,900
Net income
$56,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.15$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.10$0.05$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.09$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.13$0.10$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Gross Receipts
$505,123
Mission and Program Overview

Mission

For purposes of Form 990, 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 document of the trust. This trust was set up to assist the Magnolia Cemetery Corporation, a tax-exempt organization in maintaining and improving the Magnolia Cemetery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,086,673$2,143,092▲ $56,419
Investments Other Securities$2,063,296$2,053,234▼ $10,062
Savings and Temporary Cash Investments$23,377$89,858▲ $66,481
Total Assets$2,086,673$2,143,092▲ $56,419
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,086,673$2,143,092▲ $56,419
Total Liabilities and Net Assets / Fund Balance$2,086,673$2,143,092▲ $56,419

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$10,014--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,086,674-▲ $146,319-$2,143,093
2023$2,032,770-▲ $100,422-$2,086,674
2022$2,008,758-▲ $86,098-$2,032,770
2021$1,971,819$8,000▲ $77,760-$2,008,758
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Edwin CustodioTrusteeFT$15,550$15,550
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$146,319
Other Revenue
$0
Change in Net Assets
$56,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,000
Salaries, Compensation, and Employee Benefits$15,550
Other Expenses$1,350
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,000--$73,000
Current Officers, Directors, Trustees, and Key Employees$7,775$7,775-$15,550
Fees for Services Accounting$675$675-$1,350
Total Functional Expenses$81,450$8,450$0$89,900
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Magnolia Cemetery CorporationHouston, TX-Maintenance and Improvement of Magnolia Cemetery.$73,000
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
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 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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“As sole trustee, frost bank makes final decisions for the trust. There are no members of the governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Actions and decisions for the trust are documented as required by bank policy.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Actions and decisions for the trust are documented as required by bank policy.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is reviewed by the tax preparer and trust account officerin accordance with bank policies and procedures.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Frost bank has a written conflict of interest policy. Bank policyrequires all officers and directors to annually disclose intereststhat could give rise to conflict of interest. The bank internalpolicies are regularly and consistently monitored for complianceand enforcement by internal and external auditors.”

FORM 990, PAGE 6, PART VI, LINE 15B

“Compensation for the trustee is set by the governing document orreflects charges that are normal and customary as established bythe bank for similar accounts.”

Form 990, Page 6, Part VI, Line 18

“This trust was established under the perpetual care trust fund agreement. Copies of the governing document, tax returns, andfinancial records are available upon written request. A copy of theconflict of interest policy is also available upon written request.”

Form 990, Page 6, Part VI, Line 19

“Access to trust documents may be made upon written request. Contacttrust administrator edwin custodio at 713-388-1695.”

Form 990, Page 7, Part VII, Section A

“FROST BANK, 40 HOURS”

Filing and Contact Details

Filer

Filer Name
Magnolia Cemetery Perpetual Fund H10040
EIN
74-6293048
Phone
7133881695
Address
P O BOX 2950 TAX DEPT FLOOR 5, SAN ANTONIO, TX 78299-2950

Signing Officer

Name
Frost Bank
Title
Trustee
Phone
7133881695
Signed
2025-04-22

Organization Details

Principal Officer
Edwin Custodio
Formed
1980
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Financial Statement Notes

Funds Will Be Used to Assist the Magnolia Cemetery Corporation,

“A tax exempt organization in maintaining and improving the magnolia cemetery.”

Explanation for Schedule D, Part V, Line 4

“Frost bank carries out the directions provided in the governing. Document of the trust. This is a perpetual care and endowment fund for the magnolia cemetery corporation, a non-profit cemetery corporation.”

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

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0A TAX EXEMPT ORGANIZATION IN MAINTAINING AND IMPROVING THE MAGNOLIA CEMETERY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FROST BANK CARRIES OUT THE DIRECTIONS PROVIDED IN THE GOVERNING. DOCUMENT OF THE TRUST. THIS IS A PERPETUAL CARE AND ENDOWMENT FUND FOR THE MAGNOLIA CEMETERY CORPORATION, A NON-PROFIT CEMETERY CORPORATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FUNDS WILL BE USED TO ASSIST THE MAGNOLIA CEMETERY CORPORATION,
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR SCHEDULE D, PART V, LINE 4
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS SOLE TRUSTEE, FROST BANK MAKES FINAL DECISIONS FOR THE TRUST. THERE ARE NO MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIONS AND DECISIONS FOR THE TRUST ARE DOCUMENTED AS REQUIRED BY BANK POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIONS AND DECISIONS FOR THE TRUST ARE DOCUMENTED AS REQUIRED BY BANK POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE TAX PREPARER AND TRUST ACCOUNT OFFICERIN ACCORDANCE WITH BANK POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FROST BANK HAS A WRITTEN CONFLICT OF INTEREST POLICY. BANK POLICYREQUIRES ALL OFFICERS AND DIRECTORS TO ANNUALLY DISCLOSE INTERESTSTHAT COULD GIVE RISE TO CONFLICT OF INTEREST. THE BANK INTERNALPOLICIES ARE REGULARLY AND CONSISTENTLY MONITORED FOR COMPLIANCEAND ENFORCEMENT BY INTERNAL AND EXTERNAL AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR THE TRUSTEE IS SET BY THE GOVERNING DOCUMENT ORREFLECTS CHARGES THAT ARE NORMAL AND CUSTOMARY AS ESTABLISHED BYTHE BANK FOR SIMILAR ACCOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THIS TRUST WAS ESTABLISHED UNDER THE PERPETUAL CARE TRUST FUND AGREEMENT. COPIES OF THE GOVERNING DOCUMENT, TAX RETURNS, ANDFINANCIAL RECORDS ARE AVAILABLE UPON WRITTEN REQUEST. A COPY OF THECONFLICT OF INTEREST POLICY IS ALSO AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACCESS TO TRUST DOCUMENTS MAY BE MADE UPON WRITTEN REQUEST. CONTACTTRUST ADMINISTRATOR EDWIN CUSTODIO AT 713-388-1695.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FROST BANK, 40 HOURS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 7, PART VII, SECTION A
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02086673
IRS990/TotalAssetsEOYAmt02143092
IRS990/TotalAssetsGrp/BOYAmt02086673
IRS990/TotalAssetsGrp/EOYAmt02143092
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08450
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081450
IRS990/TotalFunctionalExpensesGrp/TotalAmt089900
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02086673
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02143092
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt073000
IRS990/TotalReportableCompFromOrgAmt015550
IRS990/TotalRevenueGrp/ExclusionAmt0146319
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146319
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02086673
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02143092
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01700 POST OAK BOULEVARD SUITE 400
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077056
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FROST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07133881695
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAGNOLIA CEMETERY PERPETUAL FUND H10040
ReturnHeader/Filer/BusinessNameControlTxt0MAGN
ReturnHeader/Filer/EIN0746293048
ReturnHeader/Filer/PhoneNum07133881695
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2950 TAX DEPT FLOOR 5
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782992950
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-02T10:01:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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