Civic Intelligence

Barham Ross & Matilda Char Tr F0404700

EIN 74-6303978 • 501(c)3 • San Antonio, TX

Profile

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 document of the trust. This trust has been established to supportthe university of texas in advanced research.

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

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

9th percentile

-35%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$26,271

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 38.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

119%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,021,139

Down $23,751 (-1.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,021,139

Down $23,751 (-1.2%) from 2024

Revenue

Up

$67,863

Up $36,905 (+119%) from 2024

Expenses

Up

$91,614

Up $9,951 (+12%) from 2024

Net Income

Up

-$23,751

Up $26,954 (+53%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,441,648Liabilities 2012: $0Net Assets 2012: $1,441,6482012Assets 2013: $1,467,498Liabilities 2013: $0Net Assets 2013: $1,467,4982013Assets 2014: $1,543,381Liabilities 2014: $0Net Assets 2014: $1,543,3812014Assets 2015: $1,650,196Liabilities 2015: $0Net Assets 2015: $1,650,1962015Assets 2016: $1,672,606Liabilities 2016: $0Net Assets 2016: $1,672,6062016Assets 2017: $1,732,368Liabilities 2017: $0Net Assets 2017: $1,732,3682017Assets 2018: $1,779,686Liabilities 2018: $0Net Assets 2018: $1,779,6862018Assets 2019: $1,820,103Liabilities 2019: $0Net Assets 2019: $1,820,1032019Assets 2020: $1,843,683Liabilities 2020: $0Net Assets 2020: $1,843,6832020Assets 2021: $1,888,658Liabilities 2021: $0Net Assets 2021: $1,888,6582021Assets 2022: $2,181,237Liabilities 2022: $0Net Assets 2022: $2,181,2372022Assets 2023: $2,095,595Liabilities 2023: $0Net Assets 2023: $2,095,5952023Assets 2024: $2,044,890Liabilities 2024: $0Net Assets 2024: $2,044,8902024Assets 2025: $2,021,139Liabilities 2025: $0Net Assets 2025: $2,021,1392025

Highlighted filing

2025

Assets$2,021,139
Liabilities$0
Net Assets$2,021,139

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $81,254Expenses 2012: $60,356Net Income 2012: $20,8982012Revenue 2013: $76,875Expenses 2013: $51,025Net Income 2013: $25,8502013Revenue 2014: $125,194Expenses 2014: $49,311Net Income 2014: $75,8832014Revenue 2015: $159,986Expenses 2015: $53,171Net Income 2015: $106,8152015Revenue 2016: $73,061Expenses 2016: $50,651Net Income 2016: $22,4102016Revenue 2017: $137,732Expenses 2017: $77,970Net Income 2017: $59,7622017Revenue 2018: $121,568Expenses 2018: $74,250Net Income 2018: $47,3182018Revenue 2019: $117,946Expenses 2019: $77,529Net Income 2019: $40,4172019Revenue 2020: $101,155Expenses 2020: $77,575Net Income 2020: $23,5802020Revenue 2021: $127,935Expenses 2021: $82,960Net Income 2021: $44,9752021Revenue 2022: $381,225Expenses 2022: $88,646Net Income 2022: $292,5792022Revenue 2023: -$397Expenses 2023: $85,245Net Income 2023: -$85,6422023Revenue 2024: $30,958Expenses 2024: $81,663Net Income 2024: -$50,7052024Revenue 2025: $67,863Expenses 2025: $91,614Net Income 2025: -$23,7512025

Highlighted filing

2025

Revenue$67,863
Expenses$91,614
Net Income-$23,751

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.00$2.02$0.07$0.09$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.03$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.00$0.09$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.38$0.09$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.13$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.10$0.08$0.02
2019Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.12$0.08$0.04
2018Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.12$0.07$0.05
2017Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.14$0.08$0.06
2016Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.07$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$0.16$0.05$0.11
2014Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.13$0.05$0.08
2013Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.08$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$1.44$0.00$1.44$0.08$0.06$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$592,351
Mission and Program Overview

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 document of the trust. This trust has been established to supportthe university of texas in advanced research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,044,890$2,021,139▼ $23,751
Investments in Publicly Traded Securities$2,006,186$1,985,584▼ $20,602
Savings and Temporary Cash Investments$38,704$35,555▼ $3,149
Total Assets$2,044,890$2,021,139▼ $23,751
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,044,890$2,021,139▼ $23,751
Total Liabilities and Net Assets / Fund Balance$2,044,890$2,021,139▼ $23,751

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,044,890-▲ $67,863-$2,021,139
2023$2,095,595-▲ $30,957-$2,044,890
2022$2,181,237-▼ $397-$2,095,595
2021$1,888,658-▲ $381,224-$2,181,237
2020$1,843,683-▲ $127,935-$1,888,658
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$26,271$26,271
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$67,863
Other Revenue
$0
Change in Net Assets
$-23,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,013
Salaries, Compensation, and Employee Benefits$26,271
Other Expenses$5,330
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,013--$60,013
Current Officers, Directors, Trustees, and Key Employees$13,136$13,135$0$26,271
Fees for Services Other$1,940$1,940-$3,880
Fees for Services Accounting$725$725-$1,450
Total Functional Expenses$75,814$15,800$0$91,614
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Texas atSan Antonio, TX-Advanced Research$60,013
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 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 voting members of the governing body. 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 officer in accordance with internal bank policies and procedures.

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

Frost bank has a written conflict of interest policy. Bankpolicy requires all officers and directors to annually disclose interests that could give rise to 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 destruction policy.

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

Compensation for the trustee is set by the governing document or reflects charges that are normal and customary for similar accounts.

Form 990, Page 6, Part VI, Line 18

The trust governing documents, tax returns, financial reports and form 1023 are available for review upon written request.

Form 990, Page 6, Part VI, Line 19

The conflict of interest policy is available to the public upon written request.

Form 990, Page 7, Part VII, Section A

40

Filing and Contact Details

Filer

Filer Name
Barham Ross & Matilda Char Tr F0404700
EIN
74-6303978
Phone
2102204623
Address
P O BOX 2950 TAX DEPT FLOOR 5, SAN ANTONIO, TX 78299-2950

Signing Officer

Name
Frost Bank
Title
Trustee
Phone
2102204623
Signed
2025-10-09

Organization Details

Principal Officer
Debbie Broemsen
Formed
1981
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Financial Statement Notes

Explanation for Schedule D, Part V, Line 4

Frost bank carries out the intent and directions provided in the governing document of the trust. The trust has been established to support the university of texas in advanced research.

Raw XML Appendix386 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.

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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02221227
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02038646
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt072509
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt069474
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02148718
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01969172
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt033318
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt030580
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02187909
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02008066
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt076577
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt070282
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02221227
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02038646
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt076577
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt070282
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741717115
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt060013
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF TEXAS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt060013
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt031601
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02044890
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02021139
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt060013
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt067863
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt025614
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02095595
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02044890
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt056049
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030957
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt024573
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02181237
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02095595
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt060671
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-397
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt027646
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01888658
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02181237
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt061000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0381224
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt025960
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01843683
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01888658
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt057000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0127935
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FROST BANK CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENT OF THE TRUST. THE TRUST HAS BEEN ESTABLISHED TO SUPPORT THE UNIVERSITY OF TEXAS IN ADVANCED RESEARCH.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR SCHEDULE D, PART V, LINE 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt060013
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ADVANCED RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF TEXAS AT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0SAN ANTONIO
IRS990ScheduleI/RecipientTable/RecipientEIN0741717115
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE UTSA CIRCLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0782490618
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE MEETS AT LEAST ANNUALLY WITH THE BENEFICIARY TO DISCUSS INVESTMENT STRATAGIES, ANTICIPATED EARNINGS, DISTRIBUTIONS, THE NEEDS OF THE BENEFICIARY, AND HOW FUNDS HAVE BEEN USED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS SOLE TRUSTEE, FROST BANK MAKES FINAL DECISIONS FOR THE TRUST. THERE ARE NO VOTING MEMBERS OF THE GOVERNING BODY. ACTIONS AND DECISIONS FOR THE TRUST ARE DOCUMENTED AS REQUIRED BY BANK POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE TAX PREPARER AND TRUST ACCOUNT OFFICER IN ACCORDANCE WITH INTERNAL BANK POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FROST BANK HAS A WRITTEN CONFLICT OF INTEREST POLICY. BANKPOLICY REQUIRES ALL OFFICERS AND DIRECTORS TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO 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 DESTRUCTION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR THE TRUSTEE IS SET BY THE GOVERNING DOCUMENT OR REFLECTS CHARGES THAT ARE NORMAL AND CUSTOMARY FOR SIMILAR ACCOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST GOVERNING DOCUMENTS, TAX RETURNS, FINANCIAL REPORTS AND FORM 1023 ARE AVAILABLE FOR REVIEW UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt640
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02044890
IRS990/TotalAssetsEOYAmt02021139
IRS990/TotalAssetsGrp/BOYAmt02044890
IRS990/TotalAssetsGrp/EOYAmt02021139
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015800
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075814
IRS990/TotalFunctionalExpensesGrp/TotalAmt091614
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02044890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02021139
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt060013
IRS990/TotalReportableCompFromOrgAmt026271
IRS990/TotalRevenueGrp/ExclusionAmt067863
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067863
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02044890
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02021139
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0111 W HOUSTON
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078205
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/PhoneNum02102204623
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARHAM ROSS & MATILDA CHAR TR F0404700
ReturnHeader/Filer/BusinessNameControlTxt0BARH
ReturnHeader/Filer/EIN0746303978
ReturnHeader/Filer/PhoneNum02102204623
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/ReturnTs02025-10-15T12:01:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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