2025-09-29T17:51:18-05:00 2024-11-30 742609610 BURTON MCCUMBER & LONGORIA LLP 205 PECAN BLVD MCALLEN TX 78501 990PF 2023-12-01 237393210 RIO-SOUTH TEXAS EDUCATION AND COMMUNITY DEVELOPMENT FOUNDATION INC RIO- 9566826371 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 MARI MANN-SILVA SVP OF FINANCIAL OPERATIONS 9566826371 2025-09-29 1 0 REBECCA M GARCIA CPA P01332945 9566182300 X 2023 2025-03-06 01:10:19Z X 43989441 X X 1072595 1072595 200484 18392752 200484 1273079 1273079 159361 15936 157975 103732 10373 106429 54017 5402 53462 2660 0 3220 26164 0 22364 78399 74804 77687 109016 0 0 9564 956 9647 8518 852 9218 56554 5655 54308 607985 113978 494310 2399515 2418015 3007500 113978 2912325 -1734421 1159101 543986 336989 336989 4722 3523 3523 38422834 43648929 43648929 3900 3900 10757 0 0 38982299 43989441 43989441 66569 53655 0 82258 66569 135913 X 38915730 43853528 38915730 43853528 38982299 43989441 38915730 -1734421 6672219 43853528 0 43853528 PUBLICLY TRADED SECURITIES 18392752 18192268 200484 200484 200484 16112 0 16112 0 16112 18732 0 0 0 18732 160 2460 2460 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 WWW.RSTEF.ORG MARI MANN-SILVA 9566826371 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MR JAMES E MOORE 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 VICE CHAIR 1.00 0 0 0 MR JAMES NOTZON 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 DIRECTOR 1.00 0 0 0 DR MIGUEL A NEVAREZ 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 SECRETARY-TREASURER 1.00 0 0 0 MR KEITH PATRIDGE 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 CHAIR 1.00 0 0 0 DR KELLY NASSOUR 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 DIRECTOR 1.00 0 0 0 MR WALTER REYNA 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 DIRECTOR 1.00 0 0 0 MR ADAM GONZALEZ 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 CHIEF EXECUTIVE OFFICER 20.00 92524 0 0 MS MARI MANN-SILVA 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 SENIOR VICE PRESIDENT 20.00 57387 0 0 MR DAVID OLIVEIRA 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 DIRECTOR 1.00 0 0 0 DR JOEL SOLIS 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 DIRECTOR 1.00 0 0 0 MR FRANK ALMARAZ 801 NORTH BRYAN ROAD OFFICE 167 MISSION TX 78572 DIRECTOR 1.00 0 0 0 NONE 0 TRB WEALTH MANAGEMENT LLC 6770 WEST I-2 EXPRESSWAY 83 HARLINGEN TX 78552 INVESTMENT MANAGEMENT SERVICES 74804 0 0 40309696 834948 0 41144644 0 0 41144644 617170 40527474 2026374 2026374 16112 16112 2010262 0 2010262 0 2010262 2912325 0 2912325 2010262 1054380 0 0 2912325 1054380 0 0 1857945 0 0 0 0 0 0 0 0 152317 0 0 0 X COMMUNITIES FOUNDATION OF TEXAS 5500 CARUTH HAVEN LANE DALLAS TX 75225 CO-HOST SPONSORSHIP OF THE TEXAS PHILANTHROPY LEADERSHIP CIRCLE WHICH IS AN ANNUAL CONVENING OF TEXAS EDUCATION FUNDERS TO HIGHLIGHT AND UPLIFT PROMISING AND INNOVATIVE PROGRAMS, POLICY WORK, AND COLLABORATIVE PARTNERSHIPS IN PUBLIC AND HIGHER EDUCATIONS. IT PROVIDES BEST PRACTICES IN EDUCATION AND PROVIDES A FORUM FOR INSTITUTIONAL GRANTMAKERS TO LEARN FROM EXPERTS AND EACH OTHER. 5000 LCC EDUCATION FOUNDATION WEST END WASHINGTON STREET LAREDO TX 78041 BENEFITS STUDENTS THAT ARE SEEKING TO ATTEND LAREDO COLLEGE INDUSTRY WORKFORCE TRAINING PROGRAMS AND ARE SEEKING TRANSITION TO EMPLOYMENT OR HIGHER EDUCATION. 132515 LOWER RIO GRANDE VALLEY WORKFORCE DEVELOPMENT BOARD 3101 W BUSINESS 83 MCALLEN TX 78501 SUPPORTS UP TO 23 STUDENTS WHO MAY BECOME PART OF THE TEXAS BORDER REGION'S FUTURE WORKFORCE, PARTICULARY IN THE WFS SERVICE AREA OF HIDALGO, STARR, AND WILLACY COUNTIES. THE LEAD INTERNSHIP INITIATIVE BRIDGES THE GAP BETWEEN EMPLOYERS AND STUDENTS BY ENGAGING THEM IN MEANINGFUL PAID WORK EXPERIENCE AND IDENTIFYING POTENTIAL FUTURE EMPLOYEES POSSESSING NECESSARY SKILLS TO EXCEL WITHIN THEIR ORGANIZATIONS. 25000 LOWER RIO GRANDE VALLEY WORKFORCE DEVELOPMENT BOARD 3101 W BUSINESS 83 MCALLEN TX 78501 CONSTRUCTION WORKFORCE SHORTAGES ARE AFFECTING ALL CONSTRUCTION FIRMS IN THE RIO GRANDE VALLEY, POTENTIALLY UNDERMINING THE INDUSTRY'S ABILITY TO COMPLETE PROJECTS ON TIME AND ON SCHEDULE. PROJECT BUILD ADDRESSES THE MANUFACTURING AND CONSTRUCTION SKILL GAPS BY PROVIDING ENTRY LEVEL CAREER PATHWAY CERTIFICATION / CREDENTIALS THAT LEAD TO IMPROVING SKILL SETS, INCREASED RESPONSIBILITY AND OPPORTUNITIES FOR UPWARD MOBILITY FOR 50-90 INDIVIDUALS. 10000 SOUTH TEXAS COLLEGE EDUCATION FOUNDATION 3201 PECAN BLVD SUITE A105A MCALLEN TX 78501 PROVIDES "LAST-DOLLAR" SCHOLARSHIPS TO HIDALGO AND STARR COUNTY STUDENTS UNDER THE STC PROMISE PRGRAM. A LAST DOLLAR SCHOLARSHIP REFERS TO FUNDS THAT COVER FINANCIAL GAPS NOT PROVIDED THRU FEDERAL FINANCIAL AID OR STATE AID. STC PROMISE PROGRAM WILL PROVIDE ADDITIONAL SUPPORT FOR STUDENTS TO TRANSITION TO SOUTH TEXAS COLLEGE AND COMPLETE THE EDUCATION JOURNEY THEY STARTED IN HIGH SCHOOL. 250000 TEXAS A&M FOUNDATION 401 GEORGE BUSH AVE COLLEGE STATION TX 77840 CREATES AN ENDOWED SCHOLARSHIP FOR THE CONSTRUCTION SCIENCE PROGRAM AT THE TEXAS A&M UNIVERSITY HIGHER EDUCATION CENTER IN MCALLEN. 250000 TEXAS A&M INTERNATIONAL UNIVERSITY ALUMNI ASSOCIATION PO BOX 451247 LAREDO TX 78045 AWARDS SCHOLARSHIPS TO TEXAS A&M INTERNATIONAL UNIVERSITY STUDENTS ELIGIBLE FOR THE CLOSER THAN EVER PROGRAM. 250000 THE TSTC FOUNDATION 1902 N LOOP 499 HARLINGEN TX 78550 PROVIDES SUPPORT OF TSTC'S GOAL LINE ASSISTANCE PROGRAM WHICH ASSISTS TSTC STUDENTS WHO ARE WITHIN THREE SEMESTERS OF GRADUATION WHO ARE FACING A FINANCIAL CRISIS. PROGRAM WILL ASSIST STUDENTS IN TECHNICAL PROGRAMS SUCH AS BUSINESS MANAGEMENT, EDUCATION, ALLIED HEALTH, NURSING, IT, MANUFACTURING, AND WELDING. 200000 THE TSTC FOUNDATION 1902 N LOOP 499 HARLINGEN TX 78550 PROVIDES SCHOLARSHIPS FOR HARLINGEN AREA TEXAS HIGH SCHOOL CAREER AND TECHNOLOGY EDUCATION (CTE) STUDENTS WHO ENTER TSTC AS FULL-TIME STUDENTS. CTE SCHOLARSHIP PROGRAM WILL ASSIST STUDENTS IN TECHNICAL PROGRAMS SUCH AS BUSINESS MANAGEMENT, EDUCATION, ALLIED HEALTH, NURSING, IT, MANUFACTURING, AND WELDING. 150000 THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY 701 E EXPRESSWAY 83 BOX 13 MCALLEN TX 78501 THE RIO-SOUTH TEXAS EDUCATION AND COMMUNITY DEVELOPMENT FOUNDATION ENDOWED SCHOLARSHIP SHALL BE A PERMANENT ENDOWMENT AND SHALL BE FOR THE USE AND BENEFIT OF UTRGV. FUNDS DISTRIBUTED FROM THE ENDOWMENT SHALL BE USED TO PROVIDE SCHOLARSHIPS TO STUDENTS TO INCREASE ATTAINMNET OF MASTER AND DOCTORAL DEGREES IN THE FIELDS OF AGRICULTURE, FOOD, NATURAL RESOURCES, BUSINESS, FINANCE, MARKETING, EDUCATION, HEALTH SCIENCE, INFORMATION TECHNOLOGY, MANUFACTURING, OR STEM. 1000000 VALLEY GRANDE INSTITUTE 345 S TEXAS BLVD WESLACO TX 78596 ESTABLISHES TWO NEW SECTIONS OF COURSES FOR THE VALLEY GRANDE INSTITUTE HEALTHCARE PROGRAM TO IMPROVE EDUCATION OF VGI STUDENTS AND IMPROVE HEALTHCARE IN THE RIO GRANDE VALLEY. 127000 2399515 0 14 1072595 18 200484 0 1273079 0 1273079 0 0 0 0 0 0 0 0 1 1c 362556 COSTEP COUNCIL FOR SOUTH TEXAS ECONOMIC PROGRESS THE FOUNDATION MAINTAINS A COLLABORATION AND EXPENSE SHARING AGREEMENT WITH THE COSTEP, COUNCIL FOR SOUTH TEXAS ECONOMIC PROGRESS (COSTEP 501C3) TO SHARE EXPENSES FOR HEADQUARTER FACILITIES, ADMINISTRATIVE SUPPORT, ACCOUNTING, AND ALL OTHER TASKS NECESSARY TO FUNCTION OF THE FOUNDATION. OFFICERS AND MANAGEMENT OF THE FOUNDATION ARE ALSO OFFICERS OF COSTEP 501C3. THIS AGREEMENT PROVIDES FOR A MONTHLY REIMBURSEMENT OF SHARED SERVICES CALCULATED OF 50% OF PAYROLL LINE ITEMS FOR MOST EMPLOYEES AND 41.67% OF CERTAIN LINE ITEMS AGREED UPON BY ALL PARTIES. 1 COSTEP COUNCIL FOR SOUTH TEXAS ECONOMIC PROGRESS 501(C)(3) COMMON CONTROL AND SHARED RESOURCES AUDIT AND RETURN PREPARATION FEES 26164 0 22364 INVESTCO S&P 500 TOP 50 ETF 3350084 3350084 ISHARES AGENCY BOND ETF 2073508 2073508 ISHARES CORE DIVIDEND 6679373 6679373 ISHARES CORE US 2430772 2430772 ISHARES FLOATING RATE BOND ETF 40805 40805 ISHARES IBOXX INVT GRADE 1428008 1428008 ISHARES MSCI EAFE SMALL CAP ETF 1217000 1217000 ISHARES ULTR SHRT TRM BND 58298 58298 SCHWAB SHORT TERM US 1693974 1693974 SPDR INDEX SHARES EMERG MARKT ETF IV 618661 618661 SPDR PORTFOLIO DVLPD WRLD EX-US ETF 2033739 2033739 SPDR S&P 600 SMALL CAP VALUE ETF IV 1874606 1874606 VANGUARD INTRMDIAT TRM 1419494 1419494 VANGUARD LARGE CAP ETF IV 7179753 7179753 VANGUARD MID CAP ETF IV 2760669 2760669 VANGUARD MID CAP VALUE ETF IV 1795782 1795782 VANGUARD SHORT TERM TREASURY ETF 1712546 1712546 VANGUARD SMALL CAP ETF IV 2807909 2807909 WSDMTREE EMRG MKTS SMALLCAP DVD ETF 405730 405730 PERFORMANCE TRUST TOTAL 2068218 2068218 GENERAL GOVERNANCE AND COUNSEL 2660 0 3220 DEFERRED EXCISE TAX ASSET 10757 0 0 MEMBERSHIP DUES 1250 125 1250 OFFICE EXPENSE 15990 1599 15119 INSURANCE 13346 1334 13720 SERVICE AGREEMENT AND OTHER 25968 2597 24219 UNREALIZED GAIN/LOSS ON INVESTMENTS 6672219 DEFERRED EXCISE TAX LIABILITY 0 82258 INVESTMENT MANAGEMENT FEES 78399 74804 77687 EXCISE TAX 109016 0 0