2024-05-14T11:01:29-05:00 2023-12-31 990PF 2023-01-01 746474894 MARY A PETERSON WYATT CHAR TR F5045000 WYAT 2102204438 P O BOX 2950 TAX DEPT FLOOR 5 SAN ANTONIO TX 782992950 FROST BANK TRUSTEE 2102204438 2024-04-17 true 2023 2023-04-26 12:10:37Z X 2672923 X 82837 82837 -29779 384712 0 0 53058 82837 29869 14934 14934 0 0 0 0 0 0 1350 675 0 675 0 0 0 0 0 0 0 0 0 90 90 31309 15699 0 15609 115000 115000 146309 15699 0 130609 -93251 67138 0 62165 110019 110019 0 0 0 1341229 1362956 1577092 1168296 1005925 985807 0 5 5 5 2571695 2478905 2672923 0 X 2571695 2478905 2571695 2478905 2571695 2478905 2571695 -93251 461 2478905 0 2478905 14.34 ISHARES S&P 500 STK INDEX FUND CL K 2020-04-22 2023-05-04 6833 4758 2075 2075 993.219 FIDELITY CONSERVATIVE INC BD INSTL 2021-01-28 2023-05-04 9952 9992 -40 -40 57.84 FROST CREDIT FUND INSTL 2022-08-24 2023-05-04 522 528 -6 -6 451.336 FROST TOTAL RETURN BOND FUND INSTL 2022-08-24 2023-05-04 4270 4360 -90 -90 294.954 HARTFORD WORLD BOND FD INSTL 2022-06-13 2023-05-04 3017 2911 106 106 132. ISHARES MSCI EAFE ETF 2022-02-07 2023-05-04 9639 10095 -456 -456 30. ISHARES RUSSELL MID-CAP GROWTH ETF 2022-02-07 2023-05-04 2645 3005 -360 -360 88. ISHARES S&P MIDCAP 400/VALUE ETF 2022-02-07 2023-05-04 8646 9333 -687 -687 198. SPDR S&P INTL SMALL CAP ETF 2022-02-07 2023-05-04 6138 7066 -928 -928 1264.191 VANGUARD SHORT-TERM INV GRADE INSTL 2021-01-28 2023-05-04 12819 13931 -1112 -1112 241. VANGUARD GROWTH ETF 2022-02-07 2023-05-04 59808 69175 -9367 -9367 7. VANGUARD SMALL-CAP ETF 2022-02-07 2023-05-04 1270 1458 -188 -188 683. ISHARES MSCI EAFE ETF 2022-02-07 2023-12-14 51264 52232 -968 -968 1520. SPDR S&P INTL SMALL CAP ETF 2022-02-07 2023-12-14 47252 54241 -6989 -6989 15748.761 VANGUARD SHORT-TERM INV GRADE INSTL 2021-11-23 2023-12-14 160637 171406 -10769 -10769 -29779 933 0 933 0 933 1804 0 0 1804 0 871 871 0 false false false false false false false true true TX true false false false false true FROST BANK TRUSTEE 2102204438 111 W HOUSTON ST SAN ANTONIO TX 78205 false false false false false false false false false false false false false false false false false false false false false FROST BANK 111 W HOUSTON SAN ANTONIO TX 78205 TRUSTEE 40 29869 NONE 0 NONE 0 2459599 91657 5 2551261 0 0 2551261 38269 2512992 125650 125650 933 933 124717 0 124717 0 124717 130609 0 0 0 0 130609 124717 109265 0 0 0 0 0 0 0 130609 109265 0 0 21344 0 0 0 0 0 0 0 0 103373 0 0 0 0 0 0 0 0 NA NA MELISSA ADAMS VICE PRESIDENT FROST BANK 111 W HOUSTON FLOOR 9 SAN ANTONIO TX 78205 2102204353 REQUEST FOR A GRANT MUST BE SENT ON ORGANIZATION'S LETTERHEAD & SIGNED BY A MEMBER OF THE BOARD OF DIRECTORS. LETTER MUST INCLUDE SPECIFIC INFORMATION RELATING THE USE OF THE GRANT. PROVIDE CHARTER, BYLAWS, IRS EXEMPT LTR AND FINANCIAL STATEMENTS. CURRENTLY NO RESTRICTIONS TEXAS BIOMEDICAL RESEARCH INSTITUTE PO BOX 760549 SAN ANTONIO TX 782450549 NONE EXEMPT UNRESTRICTED GRANT 25000 SANTA ROSA CHILDRENS HOSPITAL FOUNDATION PO BOX 1661 SAN ANTONIO TX 782961661 NONE EXEMPT UNRESTRICTED GRANT 20000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DRIVE MC 7835 SAN ANTONIO TX 782299674 NONE EXEMPT UNRESTRICTED GRANT 50000 SID PETERSON MEMORIAL HOSPITAL 551 HILL COUNTRY DR KERRVILLE TX 78028 NONE EXEMPT UNRESTRICTED GRANT 20000 115000 14 82837 18 -29779 53058 53058 false false false false false false false false false false PREPARATION FEES 1350 675 675 ARTISAN HIGH INCOME FD ADV CL 56208 52657 FROST CREDIT FUND INST. CLASS 30538 28008 FROST TOTAL RETURN BOND FD CI 382403 374377 BAIRD AGGREGATE BD FD FIDELITY CONSERVATIVE INC BD 288659 289764 PIMCO INTL BD FD VANGUARD ST INV GRADE 199809 191665 HARTFORD WORLD BOND FD INSTL 48308 49336 COHEN & STEERS REALTY FD CL 50813 75337 FROST GROWTH EQUITY T ROWE PRICE INTL DISC FD INST 47716 49108 J HANCOCK III DISC MID CAP VAL LAZARD INTERNATIONAL EQUITY T ROWE PRICE MID CAP GROWTH FD HARDING LOEVNER EMERGING MARKE HARDING LOEVNER INTERNATIONAL MFS VALUE FUND I* VICTORY SMALL CO OPP FUND* FIDELITY EMER MKTS INDEX ISHARES S&P 500 STK INDEX 188194 370016 T ROWE PRICE GROWTH STK FD VANGUARD SM CAP GROWTH 57298 58666 ISHARES MSCI EAFE ETF 80834 79645 ISHARES RUSSELL MID-CAP GROWTH 113676 118562 ISHARES S&P MIDCAP 400/VALUE E 108070 116207 SCHWAB US DIVIDEND EQUITY ETF 237192 228618 SPDR S&P INTL SMALL CAP ETF VANGUARD FTSE EMERGING MARKETS 92290 76405 VANGUARD GROWTH ETF 201499 218238 ISHARES 20 YEAR TREASURY BOND 185374 186290 MINERAL INTEREST 5 5 5 ROYALTY FEES 90 90 0 2022 TAX REFUND 461