Civic Intelligence

Freeman Emma Foundation F0486000

EIN 74-6334100 • 501(c)3 • San Antonio, TX

Profile

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

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

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

53rd percentile

5.3%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

30th percentile

0.3%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

102%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$25,830,742

Up $173,700 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$25,830,742

Up $173,700 (+0.7%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin53rd percentile

Revenue

Down

$1,125,932

Down $224,196 (-17%) from 2023

Expenses

Down

$952,232

Down $326,490 (-26%) from 2023

Net Income

Up

$173,700

Up $102,294 (+143%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$30M$20M$10M$0Assets 2011: $16,701,649Liabilities 2011: $0Net Assets 2011: $16,701,6492011Assets 2012: $17,294,339Liabilities 2012: $0Net Assets 2012: $17,294,3392012Assets 2013: $18,186,604Liabilities 2013: $0Net Assets 2013: $18,186,6042013Assets 2014: $19,459,854Liabilities 2014: $0Net Assets 2014: $19,459,8542014Assets 2015: $20,130,585Liabilities 2015: $0Net Assets 2015: $20,130,5852015Assets 2016: $19,869,369Liabilities 2016: $0Net Assets 2016: $19,869,3692016Assets 2017: $21,012,945Liabilities 2017: $0Net Assets 2017: $21,012,9452017Assets 2018: $22,329,148Liabilities 2018: $0Net Assets 2018: $22,329,1482018Assets 2019: $22,765,643Liabilities 2019: $0Net Assets 2019: $22,765,6432019Assets 2020: $21,905,314Liabilities 2020: $0Net Assets 2020: $21,905,3142020Assets 2021: $26,456,441Liabilities 2021: $0Net Assets 2021: $26,456,4412021Assets 2022: $25,585,636Liabilities 2022: $0Net Assets 2022: $25,585,6362022Assets 2023: $25,657,042Liabilities 2023: $0Net Assets 2023: $25,657,0422023Assets 2024: $25,830,742Liabilities 2024: $0Net Assets 2024: $25,830,7422024

Highlighted filing

2024

Assets$25,830,742
Liabilities$0
Net Assets$25,830,742
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,326,147Expenses 2011: $737,017Net Income 2011: $589,1302011Revenue 2012: $1,370,700Expenses 2012: $778,010Net Income 2012: $592,6902012Revenue 2013: $1,610,813Expenses 2013: $718,548Net Income 2013: $892,2652013Revenue 2014: $1,979,717Expenses 2014: $706,467Net Income 2014: $1,273,2502014Revenue 2015: $1,328,746Expenses 2015: $658,015Net Income 2015: $670,7312015Revenue 2016: $672,322Expenses 2016: $933,538Net Income 2016: -$261,2162016Revenue 2017: $2,120,542Expenses 2017: $976,966Net Income 2017: $1,143,5762017Revenue 2018: $2,368,825Expenses 2018: $1,052,622Net Income 2018: $1,316,2032018Revenue 2019: $1,537,519Expenses 2019: $1,101,024Net Income 2019: $436,4952019Revenue 2020: $457,876Expenses 2020: $1,318,205Net Income 2020: -$860,3292020Revenue 2021: $5,539,785Expenses 2021: $988,658Net Income 2021: $4,551,1272021Revenue 2022: $668,495Expenses 2022: $1,285,633Net Income 2022: -$617,1382022Revenue 2023: $1,350,128Expenses 2023: $1,278,722Net Income 2023: $71,4062023Revenue 2024: $1,125,932Expenses 2024: $952,232Net Income 2024: $173,7002024

Highlighted filing

2024

Revenue$1,125,932
Expenses$952,232
Net Income$173,700
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$25,830,742
Liabilities
$0
Net assets
$25,830,742
Revenue
$1,125,932
Expenses
$952,232
Net income
$173,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$1.13$0.95$0.17
2023Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$1.35$1.28$0.07
2022Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$0.67$1.29$0.62
2021Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$5.54$0.99$4.55
2020Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$0.46$1.32$0.86
2019Summary only. Only limited summary data is available for this year.$22.8$0.00$22.8$1.54$1.10$0.44
2018Summary only. Only limited summary data is available for this year.$22.3$0.00$22.3$2.37$1.05$1.32
2017Summary only. Only limited summary data is available for this year.$21.0$0.00$21.0$2.12$0.98$1.14
2016Summary only. Only limited summary data is available for this year.$19.9$0.00$19.9$0.67$0.93$0.26
2015Summary only. Only limited summary data is available for this year.$20.1$0.00$20.1$1.33$0.66$0.67
2014Summary only. Only limited summary data is available for this year.$19.5$0.00$19.5$1.98$0.71$1.27
2013Summary only. Only limited summary data is available for this year.$18.2$0.00$18.2$1.61$0.72$0.89
2012Summary only. Only limited summary data is available for this year.$17.3$0.00$17.3$1.37$0.78$0.59
2011Summary only. Only limited summary data is available for this year.$16.7$0.00$16.7$1.33$0.74$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Gross Receipts
$3,036,162
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$25,657,042$25,830,742▲ $173,700
Investments in Publicly Traded Securities$25,002,576$24,327,637▼ $674,939
Savings and Temporary Cash Investments$654,391$1,503,030▲ $848,639
Total Assets$25,657,042$25,830,742▲ $173,700
Other Assets Total$75$75→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,657,042$25,830,742▲ $173,700
Total Liabilities and Net Assets / Fund Balance$25,657,042$25,830,742▲ $173,700

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$75--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$25,657,042-▲ $1,125,932-$25,830,740
2023$25,585,636-▲ $1,350,128-$25,657,042
2022$26,456,441-▲ $524,298-$25,585,636
2021$21,905,313-▲ $5,539,786-$26,456,441
2020$22,765,643-▲ $457,875-$21,905,313
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$215,573$215,573
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,035,695
Other Revenue
$90,237
Change in Net Assets
$173,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$708,549
Salaries, Compensation, and Employee Benefits$215,571
Other Expenses$28,112
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$708,549--$708,549
Current Officers, Directors, Trustees, and Key Employees$107,786$107,785-$215,571
All Other Expenses$24,812--$24,812
Fees for Services Accounting$1,650$1,650-$3,300
Total Functional Expenses$842,797$109,435$0$952,232
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Federation of San AntonioSan Antonio, TX501(c)(3)Earmrk-journal, Memorial, Scholarship$177,138
Christus Santa Rosa Health Care CorpSan Antonio, TX501(c)(3)Earmarked-activity-child Life Prog$177,137
Golden Manor Jewish Senior ServicesSan Antonio, TX501(c)(3)Earmrk-tranport, Senior Services, Newsletter$177,137
Santa Rosa Childrens Hospital FoundationSan Antonio, TX501(c)(3)Earmarked- Activity-child Medical$177,137
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. 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 fiduciary obligations of the trustee under state law.”

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

“Form 990 is reviewed by the tax preparer and trust account office 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. Bank policy required 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.”

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

“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.”

Form 990, Page 6, Part VI, Line 18

“Copies of form 1023, trust governing documents, tax returns, and financial reports are available to the public upon written request.”

Form 990, Page 6, Part VI, Line 19

“A copy of the conflict of interest policy is also available to the public upon written request.”

Form 990, Page 7, Part VII, Section A

“40”

Filing and Contact Details

Filer

Filer Name
Freeman Emma Foundation F0486000
EIN
74-6334100
Address
P O BOX 2950 TAX DEPT FLOOR 5, SAN ANTONIO, TX 78299-2950

Signing Officer

Name
Frost Bank
Title
Trustee
Signed
2025-04-24

Organization Details

Principal Officer
Debbie Broemsen
Formed
1985
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“Grant to christus santa rosa health care”

Financial Statement Notes

Explanation for Schedule D, Part V, Line 4

“The foundation is an endowment fund which is organized to support five named publicly supported section 501(c)(3) organizations and is operated in connection with the named organziations. All income from the investments is distributed in fixed percentages to or for the benefit of the named organizations.”

Raw XML AppendixShowing 400 of 556 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/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0963133
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0134248
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0130665
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0753110
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0734411
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0734411
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0975696
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0975696
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0624249
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0975696
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0708549
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0975696
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0267147
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0817985
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0109436
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0267147
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0109436
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0109436
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0267147
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0109436
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt01085132
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0975696
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0708549
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0817985
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FROST 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 OFFICER/DIRECTORS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1OF 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 ORGANZATIONS HAVE BEEN WORKING TOGETHER SINCE 1985.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2BY REASON OF THE HISTORIC CLOSE AND CONTINUING WORKING RELATIONSHIP BETWEEN FROST AND THE SUPPORTED ORGANIZATIONS, THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE ON 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3AND QUARTERLY INVESTMENT STATEMENTS AND ARE PROVIDED WITH INFORMATION REQUIRED TO BE PROVIDED UNDER TREASURY REGULARTION 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 THROUGHOUT THE ENTIRE YEAR, THE FOUNDATION'S INVESTMENT POLICY, INCOME, DISTRIBUTIONS, AND
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4ALONG WITH THE QUESTIONS AND NEEDS OF SUPPORTED ORGANIZATIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2 CON'T
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D, LINE 3 CON'T
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV, SECTION D, LINE 3 CON'T
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt032187873
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt028301550
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt01074109
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0714670
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt030673985
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt026967640
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0482818
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0424523
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0439779
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0619240
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt031705055
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt027877027
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01109677
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0975696
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt032187873
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt028301550
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01109677
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0975696
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741109662
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1746061449
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2741224362
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3741109665
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd33
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0177138
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1177137
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2177137
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3177137
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWISH FEDERATION OF SAN ANTONIO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1GOLDEN MANOR JEWISH SENIOR SERVICES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SANTA ROSA CHILDRENS HOSPITAL FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3CHRISTUS SANTA ROSA HEALTH CARE CORP
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0708549
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0243685
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025657042
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt025830740
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0708549
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01125932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0228722
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt025585636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025657042
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01050000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01350128
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0235633
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt026456441
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt025585636
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01050000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0524298
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0237852
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt021905313
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt026456441
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0750806
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05539786
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0206285
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt022765643
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt021905313
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01111920
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0457875
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt075
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Royalty Assets
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS AN ENDOWMENT FUND WHICH IS ORGANIZED TO SUPPORT FIVE NAMED PUBLICLY SUPPORTED SECTION 501(C)(3) ORGANIZATIONS AND IS OPERATED IN CONNECTION WITH THE NAMED ORGANZIATIONS. ALL INCOME FROM THE INVESTMENTS IS DISTRIBUTED IN FIXED PERCENTAGES TO OR FOR THE BENEFIT OF THE NAMED ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/TotalBookValueOtherAssetsAmt075
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0177138
IRS990ScheduleI/RecipientTable/CashGrantAmt1177137
IRS990ScheduleI/RecipientTable/CashGrantAmt2177137
IRS990ScheduleI/RecipientTable/CashGrantAmt3177137
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EARMRK-JOURNAL, MEMORIAL, SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EARMRK-TRANPORT, SENIOR SERVICES, NEWSLETTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EARMARKED- ACTIVITY-CHILD MEDICAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EARMARKED-ACTIVITY-CHILD LIFE PROG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JEWISH FEDERATION OF SAN ANTONIO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GOLDEN MANOR JEWISH SENIOR SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SANTA ROSA CHILDRENS HOSPITAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHRISTUS SANTA ROSA HEALTH CARE CORP
IRS990ScheduleI/RecipientTable/RecipientEIN0741109662
IRS990ScheduleI/RecipientTable/RecipientEIN1746061449
IRS990ScheduleI/RecipientTable/RecipientEIN2741224362
IRS990ScheduleI/RecipientTable/RecipientEIN3741109665
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012500 NW MILITARY HWY STE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt113409 NW MILITARY HWY STE 210
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2100 NE LOOP 410 STE 706
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3100 NE LOOP 410 STE 706
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078231
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd178231
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd278216
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd378216
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0AS SPECIFIED IN THE GOVERNING DOCUMENT: 1) EACH BENEFICIARY MUST ANNUALLY CONFIRM THAT NO CHANGE IN STATUS AS A CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) HAS OCCURED, 2) EACH BENEFICIARY MUST MEET THE ATTENTIVENESS TEST WITH RESPECT TO THE AMOUNT OF SUPPORT RECEIVED AS SET FORTH IN TREASURY REGULATION SECTION 1.509(A)-4(I)(5)(III), AND 3) THE BENEFICIARIES ARE NAMED ORGANIZATIONS IN THE GOVERNING DOCUMENTS AND THE TRUSTEE VERIFIES WITH THE ORGANIZATION THAT THE FUNDS DISTRIBUTED TO EACH BENEFICIARY ARE USED IN SAN ANTONIO, TX.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANT TO CHRISTUS SANTA ROSA HEALTH CARE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS 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 FIDUCIARY OBLIGATIONS OF THE TRUSTEE UNDER STATE LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE TAX PREPARER AND TRUST ACCOUNT OFFICE IN ACCORDANCE WITH INTERNAL BANK POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FROST BANK HAS A WRITTEN CONFLICT OF INTEREST POLICY. BANK POLICY REQUIRED 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIES OF FORM 1023, TRUST GOVERNING DOCUMENTS, TAX RETURNS, AND FINANCIAL REPORTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6A COPY OF THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt740
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a

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