2024-08-22T11:01:14-05:00 2024-04-30 990 2023-05-01 746092421 COMMUNITY CHEST OF SAN ANTONIO TR F0156100 COMM 2102204623 P O BOX 2950 TAX DEPT FLOOR 5 SAN ANTONIO TX 782992950 FROST BANK TRUSTEE 2102204623 2024-08-13 true 2023 2024-08-08 14:25:15Z DEBBIE BROEMSEN 111 W HOUSTON SAN ANTONIO TX 78205 86527 false X N/A X 1968 TX FOR PURPOSES OF FORM 990, WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. FROST BANK CARRIES OUT THE DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENT OF THE TRUST. THE TESTAMENTARY TRUST WAS ESTABLISHED TO SUPPORT THE COMMUNITY CHEST OF SAN ANTONIO NOW KNOWN AS THE UNITED WAY OF SAN ANTONIO. 0 0 0 0 0 0 0 -2426 21217 0 -2426 21217 42943 36421 0 1778 2149 0 0 1350 2150 46071 40720 -48497 -19503 997561 978058 0 0 997561 978058 X FOR PURPOSES OF FORM 990, WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. FROST BANK CARRIES OUT THE DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENT OF THE TRUST. THE TESTAMENTARY TRUST WAS ESTABLISHED TO SUPPORT THE COMMUNITY CHEST OF SAN ANTONIO NOW KNOWN AS THE UNITED WAY OF SAN ANTONIO. false false 36421 36421 UNITED WAY OF SAN ANTONIO 36421 true 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 false false 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 2102204623 111 W HOUSTON SAN ANTONIO TX 78205 X DEBBIE BROEMSEN TRUSTEE 40.0 X 2149 0 0 2149 0 0 false false false 28707 28707 57820 65310 -7490 -7490 -7490 21217 -7490 28707 36421 36421 2149 1075 1074 2150 1075 1075 FORM 990 TAX RETURN PREPARATION 40720 38571 2149 0 41500 9473 664726 660018 291335 308567 997561 978058 0 0 X 997561 978058 997561 978058 997561 978058 -19503 X false false false X X 1 UNITED WAY OF SAN ANTONIO 741272381 10 true 36421 0 1 36421 0 true false false false false false false false false false false false false false false true false false 0 0 23385 28708 23385 28708 0 1564 2150 1564 2149 20257 24409 1069026 1115776 32516 50050 0 1101542 1165826 0 0 1101542 1165826 16523 17487 1085019 1148339 37976 40192 0 37976 40192 20257 17218 37976 37976 0 37976 36421 0 2149 0 0 0 38570 37976 37976 1.0 37976 0 0 0 0 0 1555 1555 0 1555 0 0 38570 0 36421 2149 0 0 2149 0 0 0 0 2149 997562 21217 36421 4299 978059 1046058 -2424 42943 3128 997562 852728 227092 30500 3263 1046058 826446 58506 30000 2225 852728 810128 46859 16893 1381 826446 1.00000 false false ARTISAN HIGH INCOME 20864 C FROST CREDIT FUND 10366 C FROST TOTAL RETURN BOND FUND 94342 C FIDELITY CONSERVATIVE INC BD INSTL 69452 C VANGUARD SHORT-TERM INV GRADE INSTL 51206 C HARTFORD WORLD BOND FD INSTL 17519 C ISHARES 20 YEAR TREASURY BOND ETF 44818 C 308567 EXPLANATION FOR SCHEDULE D, PART V, LINE 4 FROST BANK CARRIES OUT THE DIRECTIONS PROVIDED IN THE GOVERNING. DOCUMENT OF THE TRUST. THE TESTAMENTARY TRUST WAS ESTABLISHED TO SUPPORT THE COMMUNITY CHEST OF SAN ANTONIO NOW KNOWN AS THE UNITED WAY OF SAN ANTONIO. true UNITED WAY OF SAN ANTONIO ATTN HOWARD J NOLAN P O BOX 898 SAN ANTONIO TX 78293 741272381 36421 FUNDS ARE USED FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, LITERARY, OR RELIGIOUS PROGRAMS AS DETERMINED BY THE BENEFICIARY. EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE TRUSTEE MEETS AT LEAST ANNUALLY WITH THE BENEFICIARY TO DISCUSS INVESTMENT STRATEGIES, ANTICIPATED DISTRIBUTIONS, AND THE NEEDS OF THEORGANIZATION AS WELL AS HOW FUNDS HAVE BEEN EXPENDED. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a AS SOLE TRUSTEE, FROST BANK MAKES FINAL DECISIONS FOR THE TRUST. THERE ARE NO MEMBERS OF THE GOVERNING BODY. ACTIONS AND DECISIONS FOR THE TRUST ARE DOCUMENTED AS REQUIRED BY BANK POLICY. BENEFICIARYORGANIZATIONS MAY ENFORCE THE FIDUCIARY OBLIGATIONS OF THE TRUSTEE UNDER STATE LAW. 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 BENEFICIARY ORGANIZATIONS MAY ENFORCE THE 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 OFFICER IN ACCORDANCE WITH 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 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 AND ENFORCEMENT BY INTERNAL AND EXTERNAL AUDITORS. FORM 990, PAGE 6, PART VI, LINE 15b COMPENSATION FOR THE TRUSTEE IS SET BY THE GOVERNING DOCUMENT OR REFLECTS CHARGES THAT ARE NORMAL AND CUSTOMARY AS ESTABLISHED BY THE BANK FOR SIMILAR ACCOUNTS. FORM 990, PAGE 6, PART VI, LINE 18 THIS TRUST WAS ESTABLISHED UNDER THE WILL OF MARRS MCLEAN WHO DIED MAY 18, 1953. COPIES OF THE GOVERNING DOCUMENT, TAX RETURNS, AND FINANCIAL RECORDS ARE AVAILABLE UPON WRITTEN REQUEST. A COPY OF THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 ACCESS TO TRUST DOCUMENTS MAY BE MADE UPON WRITTEN REQUEST. CONTACTTRUST ADMINISTRATOR DEBBIE BROEMSEN AT 210-220-4623. FORM 990, PAGE 7, PART VII, SECTION A FROST BANK, 40 HOURS