2024-05-14T11:01:29-05:00 2023-12-31 990 2023-01-01 746420722 BOERNE CEMETERY FOUNDATION MGMT TR F0735900 BOER 8302496618 P O BOX 2950 TAX DEPT FLOOR 5 SAN ANTONIO TX 782992950 FROST BANK TRUSTEE 8302496618 2024-04-19 true 2023 2023-04-26 12:10:37Z ROBERTA BELANGER P O BOX 2950 SAN ANTONIO TX 78299 284320 false X N/A X 1994 TX 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 BOERNE CEMETERY FOUNDATION INC, A TAX EXEMPT ORGAN- IZATION IN MAINTAINING AND IMPROVING THE BOERNE CEMETARY. THE FOUNDATION MUST REQUEST FUNDS FROM THE TRUSTEE. 0 0 0 0 0 0 0 50355 63774 0 50355 63774 11934 14041 0 14446 14269 0 0 400 400 26780 28710 23575 35064 1038093 1073157 0 0 1038093 1073157 X 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 BOERNE CEMETERY FOUNDATION INC, A TAX EXEMPT ORGAN- IZATION IN MAINTAINING AND IMPROVING THE BOERNE CEMETARY. THE FOUNDATION MUST REQUEST FUNDS FROM THE TRUSTEE. false false 14041 14041 BOERNE CEMETERY FOUNDATION INC FOR MAINTENANCE AND IMPROVEMENT OF THE BOERNE CEMETERY. 14041 false false false false false false false false true false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 0 0 true 0 false false false false false false false false false false false false false X 0 0 false false false false false false false true true false false true true true true true true false false false X FROST BANK TRUSTEE FROST WEALTH ADVISOR 8302496618 111 W HOUSTON ST SAN ANTONIO TX 78205 ROBERTA BELANGER TRUSTEE 40.0 X 14269 0 0 14269 0 0 false false false 39019 39019 245301 220546 24755 24755 24755 63774 63774 14041 14041 14269 7135 7134 400 400 28710 21176 7534 0 63198 59364 974895 1013793 1038093 1073157 0 0 X 1038093 1073157 1038093 1073157 1038093 1073157 X 35064 X false false false 1038092 63776 14041 14669 1073157 1014517 50354 11934 14846 1038092 969562 71196 10937 15305 1014517 971072 27356 15918 12947 969562 938053 59361 14752 11590 971072 1.00000 false false COHEN & STEERS INSTL REALTY FUND 31898 C FROST GROWTH EQUITY FUND C JHANCOCK DISCPLNED VALUE MID CAP 30940 C T ROWE PRICE INT'L DISCOVERY FUND 21802 C T ROWE PRICE MID CAP GROWTH 35985 C ARTISAN HIGH INCOME FD ADV 23562 C FROST CREDIT FUND INST 12879 C FROST LOW DURATION BOND FD C FROST TOTAL RETURN BOND FUND 284136 C VICTORY SMALL CO OPP FD 8629 C MFS VALUE FUND I C FIDELITY EMER MKTS INDEX INSTL PREM 36645 C ISHARES S&P 500 STK INDEX FUND CL K 84538 C VANGUARD SHORT-TERM INV GRADE INSTL 30000 C ABERDEEN PHYSICAL PRECIOUS METALS B 9405 C FIDELITY CONSERVATIVE INC BD INSTL 105000 C FLEXSHARES GLBL UPSTREAM NAT RES ET 14276 C HARTFORD WORLD BOND FUND INSTL 4000 C ISHARES MSCI EAFE ETF 21717 C VANGUARD GROWTH ETF 74030 C VANGUARD SM CAP GROWTH ADM 11063 C ISHARES 20 YEAR TREASURY BOND ETF 80379 C SCHWAB US DIVIDEND EQUITY ETF 92909 C 1013793 FUNDS WILL BE USED ASSIST THE BOERNE CEMETARY FOUNDATION INC, A TAX EXEMPT ORGANIZATION IN MAINTAINING AND IMPROVING THE BOERNE CEMETARY. EXPLANATION FOR SCHEDULE D, PART V, LINE 4 THE PURPOSE OF THE FOUNDATION IS THE CARE, MAINTENANCE AND IMPROVEMENT OF THE BOERNE CEMETERY. true BOERNE CEMETARY FOUNDATION INC P O BOX 818 BOERNE TX 78006 742441093 14041 MAINTENANCE AND IMPROVEMENT OF BOERNE CEMETERY. 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE BENEFICIARY IS THE BOERNE CEMETERY FOUNDATION, INC., TEXAS CORPORATION. THE PURPOSE OF THE CORPORATION IS THE CARE, MAINTENANCE AND IMPROVEMENT OF THE CEMETARY. THE FOUNDATION MUST REQUEST A DISTRIBUTION IN WRITING AND IT MUST BE SIGNED BY TWO OF THEIR DIRECTOR (AS PER THE TRUST GOVERNING DOCUMENT). 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. 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 OFFICER IN ACCORDANCE WITH INTERNAL BANK POLICIES. BENEFICIARY ORGANIZATIONS MAY ENFORCE THE TERMS OF THE TRUST AGREEMENT AND ENFORCE THE FIDUCIARY OBLIGATIONS OF THE TRUSTEE UNDER STATE LAW. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c 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 INTERNAL POLICIES ARE REGULARLY AND CONSISTENTLY MONITORED FOR COMPLIANCE BY INTERNAL AND EXTERNAL AUDITORS. FORM 990, PAGE 6, PART VI, LINE 15a COMPENSATION FOR THE TRUSTEE IS SET BY THE GOVERNING DOCUMENT TO BE THE SAME FEES CUSTOMARILY CHARGED BY IT FOR SIMILAR SERVICES IN OTHER TRUSTS AT THE TIME THE SERVICES ARE PERFORMED. FORM 990, PAGE 6, PART VI, LINE 15b NOT APPLICABLE 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. A COPY OF THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 COPIES OF FORM 1023, TRUST GOVERNING DOCUMENTS, TAX RETURNS, AND FINANCIAL REPORTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PAGE 7, PART VII, SECTION A FROST BANK, TRUSTEE P O BOX 2950 SAN ANTONIO, TX 78299 BOERNE CEMETERY FOUNDATION CIN P O BOX 818 BOERNE TX 78006 CEMETERY TX N/A false