2024-10-16T09:01:13-05:00 2024-05-31 990PF 2023-06-01 746564793 PETER BRADLEY CARLSON CHARITABLE TR FB105 CARL 2102204441 P O BOX 2950 TAX DEPT FLOOR 5 SAN ANTONIO TX 782992950 FROST BANK TRUSTEE 2102204441 2024-10-10 true 2023 2024-10-15 13:58:12Z X 837143 24488 24488 9618 9618 9618 0 34106 34106 10527 5264 5264 0 0 0 0 0 0 1350 675 0 675 0 0 988 0 0 0 0 0 0 0 12865 5939 0 5939 40000 40000 52865 5939 0 45939 -18759 28167 0 0 0 43509 24750 24750 0 0 0 654571 654571 812393 0 698080 679321 837143 0 X 698080 679321 698080 679321 698080 679321 698080 -18759 0 679321 0 679321 CAPITAL GAIN DIVIDENDS P 9618 9618 392 0 392 0 392 816 0 0 816 0 424 392 32 false false false false false false false true true TX true false false false false true FROST WEALTH ADVISORS 2102204441 111 W HOUSTON 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 10527 NONE 0 NONE 0 765407 51720 0 817127 0 0 817127 12257 804870 40244 40244 392 392 39852 0 39852 0 39852 45939 0 0 0 0 45939 39852 28389 0 0 0 0 0 0 0 45939 28389 0 0 17550 0 0 0 0 0 0 0 0 22302 0 0 0 0 0 0 0 0 X UT HEALTH SCIENCE CENTER ATTN CAROL SWNARTZ MAIL STOP 7835 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 NONE EXEMPT CHARITABLE CONTRIBUTION 40000 40000 14 24488 18 9618 34106 34106 false false false false false false false false false false 2022 TAX PREPARATION FEE 1350 675 675 COHEN & STEERS INST REALTY FUN 23877 24725 FROST TOTAL RETURN BOND FD 146848 137391 T ROWE PRICE INTL DISCOVERY FD 12343 13928 ARTISAN HIGH INCOME FUND 15685 13972 FROST CREDIT FUND 15017 14437 JOHN HANCOCK III DISCIPLINED M 27559 42442 T ROWE PRICE MID-CAP GROWTH FU 30489 39224 VICTORY SMALL CO OPPORTUNITY F 23150 27586 MFS VALUE FUND I* 57108 74566 ISHARES S&P 500 STK INDEX 76643 166261 ABERDEEN PHYSICAL PRECIOUS MET 7880 9047 FIDELITY CONSERVATIVE INC BD I 58419 58652 SCHWAB US DIVIDENDS EQUITY ETF 22885 25535 VANGUARD FTSE EMERGING MARKETS 20102 21712 VANGUARD GROWTH ETF 68947 92580 HARTFORD WORLD BOND FD INSTL 16049 15906 ISHARES MSCI EAFE ETF 19722 21919 FLEXSHARES GLBL UPSTREAM NAT R 11848 12510 2024 FEDERAL TAXES 816 0 0 2023 FEDERAL TAXES 172 0 0