Liabilities / Assets
5th percentile
Tied with the lowest-debt nonprofits in its peer group.
Emma Freeman Foundation Uwo H M Freeman
990 • Fiscal year 2020 • EIN 74-6334100
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
5th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
56th percentile
Higher top officer pay than 56% of similar nonprofits.
Top officer pay equals 41.4% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
3rd percentile
Faster revenue growth than 3% of similar nonprofits.
Balance Sheet
Assets
Down$21,905,314
Down $860,329 (-3.8%) from 2019
Net Assets
Down$21,905,314
Down $860,329 (-3.8%) from 2019
Liabilities
Flat$0
Flat from 2019
Revenue And Expenses
Revenue
Down$457,876
Down $1,079,643 (-70%) from 2019
Expenses
Up$1,318,205
Up $217,181 (+20%) from 2019
Net Income
Down-$860,329
Down $1,296,824 (-297%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- May 3, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $2,963,601
Mission and Program Overview
Mission
The emma freeman foundation is an endowment fund trust created under the will of harold m freeman. The residue of his estate has been bequeathed to this foundation to be held for the benefit of specifically identified organizations (or their duly qualified successors). Each organization is required to prove its status as an organization desribed in section 501(c)(3) of the internal revenue code which is not a private foundation described in section 509(a) of the internal revenue code. Each beneficiary is required to inform the trustee of this foundation of any change in status from time to time as it is receiving benefits from this endowment fund. The recipient organizations currently receiving benefits are: golden manor jewish senior services, santa rosa childrens hospital foundation, christus santa rosa health care corporation, jewish federation of san antonio
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. See schedule o for additional information.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $22,765,643 | $21,905,314 | ▼ $860,329 |
| Investments in Publicly Traded Securities | $20,648,825 | $18,911,613 | ▼ $1,737,212 |
| Savings and Temporary Cash Investments | $1,841,490 | $2,737,985 | ▲ $896,495 |
| Cash and Non-Interest-Bearing Accounts | $19,613 | $0 | ▼ $19,613 |
| Accounts Receivable | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $22,765,643 | $21,905,314 | ▼ $860,329 |
| Other Assets Total | $255,715 | $255,716 | ▲ $1 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $22,765,643 | $21,905,314 | ▼ $860,329 |
| Total Liabilities and Net Assets / Fund Balance | $22,765,643 | $21,905,314 | ▼ $860,329 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2020 | $22,765,643 | - | ▲ $457,875 | - | $21,905,313 |
| 2019 | $22,329,148 | - | ▲ $1,537,519 | - | $22,765,643 |
| 2018 | $21,012,945 | - | ▲ $2,368,825 | - | $22,329,148 |
| 2017 | $19,869,369 | - | ▲ $2,120,542 | - | $21,012,945 |
| 2016 | $20,130,585 | - | ▲ $672,322 | - | $19,869,369 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Frost Bank | Trustee | FT | $189,629 | $189,629 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $407,076
- Other Revenue
- $50,800
- Change in Net Assets
- $-860,329
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $1,111,920 |
| Other Expenses | $206,285 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $1,111,920 | - | - | $1,111,920 |
| Fees for Services Accounting | - | $7,062 | - | $7,062 |
| Other Expenses | - | $3,109 | - | $3,109 |
| Total Functional Expenses | $1,111,920 | $206,285 | $0 | $1,318,205 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Golden Manor Jewish Senior Sv | San Antonio, TX | 501(c)(3) | EARMK-transport senior serv newsLTR | $277,387 |
| Christus Santa Rosa Health C | San Antonio, TX | 501(c)(3) | EARMARKED ACTIVITY-child life progr | $277,386 |
| Jewish Federation of Sa | San Antonio, TX | 501(c)(3) | EARMRK-journal, memorial, scholarsH | $277,386 |
| Santa Rosa Childrens Hospita | San Antonio, TX | 501(c)(3) | EARMARKED ACTIVITY-child medical | $277,386 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
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
Form 990, Part VI, Line 11B: Form 990 Review Process
“Section a, governing body & management: as sole trustee, frost bank makes final decisions for the trust. Actions and decisions for the trust are documented as required by bank policy. Beneficiary organizations may enforce the terms of the trust agreement and enforce the fiduciary obligations of the trustee under state law.section b, policies: form 990 is reviewed by the tax preparer and trust account officer in accordance with internal bank policies and procedures. Frost bank has a written conflict of interest policy. Bank policy requires all officers and directors to annually disclose interests that could give rise to conflict of interest. The bank's 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. Compensation for the trustee is either set by the governing document or reflect charges that are normal and customary as established by the bank for similar accounts.section c, disclosures: copies of form 1023, trust governing documents, tax returns, and financial reports are available to the public upon written request. A copy of the conflict of interest policy is also available to the public upon written request.”
Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts
“See explanation to form 990, part vi, line 11b”
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
“See explanation to form 990, part vi, line 11b”
Filing and Contact Details
Filer
- Filer Name
- Emma Freeman Foundation
- EIN
- 74-6334100
- Phone
- 2102204438
- Address
- PO BOX 2950 PRIVATE TRUST FLOOR 6, SAN ANTONIO, TX 78205
Signing Officer
- Name
- Kathleen Finck
- Title
- Vice Pres Frost Bank
- Signed
- 2021-05-03
- Discuss with paid preparer
- Yes
Organization Details
- Formed
- 1985
- Legal Domicile
- TX
- Voting Board Members
- 1
- Independent Board Members
- 0
- Employees
- 0
Preparer
- Firm
- Charles Haymore Attorneys At Law PC
- Address
- 2143 Zercher Road, San Antonio, TX 78209
- Preparer
- Charles Haymore
- Phone
- 2108247595
Supplemental Narrative
Additional Explanations
Client Note 1
“Client Note 1 - STATEMENT REGARDING FORM 990, SCHEDULE R, TRANSACTIONS WITH RELATED ORGANIZATIONSPART V, LINE 1B THE EMMA FREEMAN FOUNDATION DOES NOT MAKE ANY GIFT, GRANT, OR CAPITAL CONTRIBUTION TO ANY CONTROLLED ORGANIZATION. THE EMMA FREEMAN FOUNDATION IS RELATED TO THE RECIPIENTS ONLY BECAUSE THE RECIPIENTS ARE SUPPORTED ORGANIZATIONS.”
Form 990, Part III, Line 4D: Other Program Services Description
“Other program services 4: grant to christus santa rosa health care corporation (expenses $277,386 including grants of $277,386) other program services 5: grant to texas state university-san marcos (expenses $2,375 including grants of $2,375)”
FORM 990, PART I, LINE 1, ORGANIZATION'S MISSION
“The settlor of this trust directed that the endowment fund be organized and operated to support five named publicly supported section 501(c)(3) organizations and is operated in connection with the named organizations. All income from the investments is distributed in fixed percentages to or for the benefit of the named organizations.”
Financial Statement Notes
Part V, Line 4: Intended uses of the endowment fund.
“The foundation is an endowment fund which is organized and operated to support five named publicly supported section 501(c)(3) organizations and is operated in connection with the named organizations. All income from the investments is distributed in fixed percentages to or for the benefit of the named organizations.”
Raw XML AppendixShowing 400 of 638 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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| IRS990/ActivityOrMissionDesc | 0 | 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. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. |
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| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 7062 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
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| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
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| IRS990/Form8899Filedind | 0 | false |
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| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1985 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
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| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
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| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
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| IRS990/MissionDesc | 0 | THE EMMA FREEMAN FOUNDATION IS AN ENDOWMENT FUND TRUST CREATED UNDER THE WILL OF HAROLD M. FREEMAN. THE RESIDUE OF HIS ESTATE HAS BEEN BEQUEATHED TO THIS FOUNDATION TO BE HELD FOR THE BENEFIT OF SPECIFICALLY IDENTIFIED ORGANIZATIONS (OR THEIR DULY QUALIFIED SUCCESSORS). EACH ORGANIZATION IS REQUIRED TO PROVE ITS STATUS AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WHICH IS NOT A PRIVATE FOUNDATION DESCRIBED IN SECTION 509(A) OF THE INTERNAL REVENUE CODE. EACH BENEFICIARY IS REQUIRED TO INFORM THE TRUSTEE OF THIS FOUNDATION OF ANY CHANGE IN STATUS FROM TIME TO TIME AS IT IS RECEIVING BENEFITS FROM THIS ENDOWMENT FUND. THE RECIPIENT ORGANIZATIONS CURRENTLY RECEIVING BENEFITS ARE:(1) GOLDEN MANOR JEWISH SENIOR SERVICES(2) SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION(3) CHRISTUS SANTA ROSA HEALTH CARE CORPORATION(4) JEWISH FEDERATION OF SAN ANTONIO(5) TEXAS STATE UNIVERSITY-SAN MARCOS |
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| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | GRANT TO SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION (EXPENSES $277,386 INCLUDING GRANTS OF $277,386) |
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| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | FROST BANK (FROST), THE INSTITUTIONAL TRUSTEE OF THE EMMA FREEMAN FOUNDATION, AND OFFICERS/DIRECTORS OF THE SUPPORTED ORGANIZATIONS MAINTAIN A HISTORIC CLOSE AND CONTINUOUS WORKING RELATIONSHIP AS DESCRIBED IN TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(ii)(C).THE RELATIONSHIP IS MAINTAINED THROUGH REGULAR CORRESPONDENCES AND AN ANNUAL REQUIRED MEETING BETWEEN FROST AND THE OFFICERS/DIRECTORS OF THE SUPPORTED ORGANIZATIONS IN WHICH THE FOUNDATION'S INVESTMENT POLICY, INCOME, DISTRIBUTIONS, AND ADMINISTRATION ARE DISCUSSED ALONG WITH QUESTIONS AND NEEDS OF SUPPORTED ORGANIZATIONS. THE SUPPORTED ORGANIZATIONS ARE REQUIRED TO ATTEND AN ANNUAL MEETING TO AVOID FORFEITURE OF SUPPORT. FROST AND THE SUPPORTED ORGANIZATIONS HAVE BEEN WORKING TOGETHER SINCE 1985. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | BY REASON OF THE HISTORIC CLOSE AND CONTINUING WORKING RELATIONSHIP BETWEEN FROST AND THE SUPPORTED ORGANIZATIONS, THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE OR ROLE IN THE EMMA FREEMAN FOUNDATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE FOUNDATION'S INCOME OR ASSETS AS DESCRIBED IN TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(iii). THE OFFICERS/DIRECTORS OF THE SUPPORTED ORGANIZATIONS RECEIVE MONTHLY AND QUARTERLY INVESTMENT STATEMENTS AND ARE PROVIDED WITH INFORMATION REQUIRED TO BE PROVIDED UNDER TREASURY REGULATION 1.509(a)-4(i)(2)INCLUDING SUMMARY OF AMOUNTS DISTRIBUTED, COPY OF THE ANNUAL FORM 990, AND COPIES OF ANY GOVERNING DOCUMENTS NOT PREVIOUSLY PROVIDED. DURING THE ANNUAL MEETING AND THROUGH OUT THE ENTIRE YEAR, THE FOUNDATION'S INVESTMENT POLICY, INCOME, DISTRIBUTIONS, AND ADMINISTRATION ARE DISCUSSED ALONG WITH THE QUESTIONS AND NEEDS OF SUPPORTED ORGANIZATIONS. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | ATTENTIVENESS TEST IN GENERAL: AS SPECIFIED IN THE GOVERNING DOCUMENT, EACH SUPPORTED ORGANIZATION IS REQUIRED TO SATISFY ITSELF THAT IT MEETS THE ATTENTIVENESS TEST AS DESCRIBED IN TREASURY REGULATION SECTION 1.509(a)-4(i)(5)(iii) WITH RESPECT TO THE AMOUNT OF SUPPORT RECEIVED FROM THE FOUNDATION WHICH INCLUDES WITHOUT LIMITATION EARMARKING FUNDS RECEIVED FROM THE FOUNDATION TO A PARTICULAR SUBSTANTIAL ACTIVITY OF THE SUPPORTED ORGANIZATION SO THAT THE AMOUNT RECEIVED SHALL BE NECESSARY AND SUBSTANTIAL WITH RESPECT TO THE TOTAL SUPPORT REQUIRED FOR THAT ACTIVITY.SINCE 1985, THE FOUNDATION HAS BEEN PROVIDING YEARLY SUPPORT TO FIVE NAMED SUPPORTED ORGANIZATIONS. FOUR OF THE SUPPORTED ORGANIZATIONS RELY ON THE YEARLY SUPPORT TO PERFORM CHARITABLE ACTIVITIES AND ARE ATTENTIVE TO THE NATURE AND YIELD OF THE FOUNDATION'S INVESTMENTS.RESPONSIVENESS TEST IN GENERAL: THE RESPONSIVENESS TEST DEFINED IN TREASURY REGULATION SECTION 1.509(a)-4(i)(3) IS MET BECAUSE THE FOUNDATION IS RESPONSIVE TO THE NEEDS OR DEMANDS OF THE SUPPORTED ORGANIZATIONS. SEE THE EXPLANATION OF PART IV, SECTION D, SET FORTH ABOVE FOR INFORMATION ABOUT THE CLOSE WORKING RELATIONSHIP BETWEEN FROST AND THE OFFICERS/DIRECTORS OF THE SUPPORTED ORGANIZATIONS.FOUR ATTENTIVE SUPPORTED ORGANIZATIONS THAT THE FOUNDATION IS RESPONSIVE TO ARE:(1) SUPPORTED ORGANIZATION NAME: JEWISH FEDERATION OF SAN ANTONIO (FEDERATION)AMOUNT OF SUPPORT: $277,386ATTENTIVENESS TEST: THE ATTENTIVENESS TEST IS MET BECAUSE THE FEDERATION ANNUALLY EARMARKS THE SUPPORT FROM THE EMMA FREEMAN FOUNDATION FOR SUBSTANTIAL CHARITABLE ACTIVITIES SO THAT THE SUPPORT PROVIDED BY THE FOUNDATION IS SUBSTANTIAL AND NECESSARY TO AVOID INTERRUPTION OF THE EARMARKED ACTIVITIES. THE SUPPORT PROVIDED TO THE FEDERATION IN 2020 IS NECESSARY FOR THE EARMARKED ACTIVITIES AND IS APPROXIMATELY 12.2% OF THE TOTAL SUPPORT RECEIVED BY THE FEDERATION IN ITS PRIOR TAX YEAR ENDING JUNE 30, 2019.THE SUPPORT PROVIDED TO THE FEDERATION IN 2020 WAS EARMARKED FOR, UTILIZED FOR, AND NECESSARY FOR: (I) PUBLICATION OF THE JEWISH JOURNAL WHICH IS A LOCAL PUBLICATION OF NEWS RELATED TO EVENTS IMPACTING JUDAISM AND THE JEWISH COMMUNITY. (II) OPERATIONS OF THE HOLOCAUST MEMORIAL MUSEUM WHICH PROVIDES EDUCATION AND OUTREACH PROGRAMS. (III)SCHOLARSHIP PROGRAMS FOR SUMMER YOUTH CAMPERSHIPS, SCHOLARSHIPS TO NON-PUBLIC HIGH SCHOOLS, AND SCHOLARSHIPS TO SECONDARY INSTITUTIONS OF LEARNING PROVIDED BASED UPON ACADEMIC PERFORMANCE AND FINANCIAL NEED.RESPONSIVENESS TEST: THE RESPONSIVENESS TEST IS MET. FROST AND OFFICERS/DIRECTORS OF THE FEDERATION MAINTAIN A HISTORIC CLOSE AND CONTINUOUS WORKING RELATIONSHIP THROUGH REGULAR CORRESPONDENCES AND AN ANNUAL REQUIRED MEETING IN WHICH THE FOUNDATION'S INVESTMENTS, INCOME, AND DISTRIBUTIONS ARE DISCUSSED ALONG WITH QUESTIONS AND NEEDS OF THE FEDERATION. (2) SUPPORTED ORGANIZATION NAME: GOLDEN MANOR JEWISH SENIOR SERVICES (GOLDEN)AMOUNT OF SUPPORT: $277,387ATTENTIVENESS TEST: THE ATTENTIVENESS TEST IS MET BECAUSE THE SUPPORT PROVIDED BY THE FOUNDATION TO GOLDEN IS 36% OF THE TOTAL SUPPORT RECEIVED BY GOLDEN IN ITS PRIOR TAX YEAR ENDING JUNE 30, 2019 AND IS NECESSARY TO AVOID INTERRUPTION OF ESSENTIAL ACTIVITIES CARRIED OUT BY GOLDEN.THE SUPPORT PROVIDED TO GOLDEN IN 2020 WAS EARMARKED FOR, UTILIZED FOR, AND NECESSARY FOR: (I) TRANSPORTATION TO/FROM MEDICAL APPOINTMENTS. (II) SERVICES FOR INDIGENT SENIORS AND FOOD DELIVERY TO SENIORS. (III)AN INFORMATION AND REFERRAL PROGRAM FOR JEWISH SENIORS AND THEIR FAMILIES AND CAREGIVERS. (IV) MONTHLY NEWSLETTER DETAILING CALENDAR OF SENIOR-FRIENDLY JEWISH EVENTS AND VOLUNTEER OPPORTUNITIES.RESPONSIVENESS TEST: THE RESPONSIVENESS TEST IS MET. FROST AND OFFICERS/DIRECTORS OF GOLDEN MAINTAIN A HISTORIC CLOSE AND CONTINUOUS WORKING RELATIONSHIP THROUGH REGULAR CORRESPONDENCES AND AN ANNUAL REQUIRED MEETING IN WHICH THE FOUNDATION'S INVESTMENTS, INCOME, AND DISTRIBUTIONS ARE DISCUSSED ALONG WITH QUESTIONS AND NEEDS OF GOLDEN. (3) SUPPORTED ORGANIZATION NAME: SANTA ROSA |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | Part V, Section D, Line 8: Distributions To Attentive Supported Organizations |
| IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt | 0 | 0 |
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| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt | 0 | 1541713 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 3 | 3 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 3 | 0 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 277387 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 2 | 277386 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 3 | 277386 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 4 | 2375 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | JEWISH FEDERATION OF SAN ANTONIO |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | GOLDEN MANOR JEWISH SENIOR SERVICES |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 2 | SANTA ROSA CHILDRENS HOSPITAL FOUN |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 3 | CHRISTUS SANTA ROSA HEALTH CARE COR |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 4 | TEXAS STATE UNIVERSITY-SAN MARCOS |
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| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 22765643 |
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| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 2368825 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 184488 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 19869369 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 21012945 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 792478 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 2120542 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 196822 |
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| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 19869369 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 736716 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 672322 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | false |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/RelatedOrgListSchRInd | 0 | false |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FOUNDATION IS AN ENDOWMENT FUND WHICH IS ORGANIZED AND OPERATED TO SUPPORT FIVE NAMED PUBLICLY SUPPORTED SECTION 501(C)(3) ORGANIZATIONS AND IS OPERATED IN CONNECTION WITH THE NAMED ORGANIZATIONS. ALL INCOME FROM THE INVESTMENTS IS DISTRIBUTED IN FIXED PERCENTAGES TO OR FOR THE BENEFIT OF THE NAMED ORGANIZATIONS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part V, Line 4: Intended uses of the endowment fund. |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 277386 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 277387 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 277386 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 277386 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 2 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 3 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 1 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 2 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 3 | 0 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | EARMARKED ACTIVITY-child life progr |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | EARMK-transport senior serv newsLTR |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | EARMRK-journal, memorial, scholarsH |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $21,905,314
- Liabilities
- $0
- Net assets
- $21,905,314
- Revenue
- $457,876
- Expenses
- $1,318,205
- Net income
- -$860,329