2025-11-17T22:48:39-05:00 2024-12-31 741177446 HARRISON WALDROP & UHEREK LLP 101 S MAIN STE 400 VICTORIA TX 77901 990PF 2024-01-01 883695192 BARBARA KAUFFMAN WELDER PRIVATE FOUNDATION BARB 3615733255 PO BOX 1160 VICTORIA TX 779021160 ERIC L KUCERA TRUSTEE 3615733255 2025-11-17 true true ERIC L KUCERA CPA P00145035 3615733255 2025-11-17 2024 2025-03-06 01:10:19Z X 146372961 X 72819234 56688 56688 56688 905115 905115 905115 4291004 12726288 4291004 1421977 1421977 1421977 79494018 6674784 2383780 44000 44000 3925 3925 121337 18337 18337 243655 243655 243655 412917 261992 261992 47925 2680000 2680000 3092917 261992 261992 2727925 76401101 6412792 2121788 4921096 7897301 7897301 34335 34335 34335 12515570 12515570 12515570 1034776 12744525 12775405 39509927 86112023 105407861 3754874 5045844 7742489 49220673 124349598 146372961 0 X 49220673 124349598 49220673 124349598 49220673 124349598 49220673 76401101 125621774 1272176 124349598 PUBLICLY TRADED SECURITIES P 12726288 8435284 4291004 4291004 4291004 89138 89138 89138 104690 104690 X 13 15539 15539 false false false false false false false true true TX true false false false false true N/A ERIC L KUCERA 3615733255 101 S MAIN ST STE 400 VICTORIA TX 779018142 false false false false false false false false false false false false false false false false false false false false ERIC L KUCERA 101 S MAIN ST STE 400 VICTORIA TX 779018142 TRUSTEE 4.00 20000 0 0 LINDA K KAUFFMAN 829 ACORN ST GIDDINGS TX 78942 TRUSTEE 3.00 12000 0 0 KAREN S KARM PO BOX 3631 VICTORIA TX 779033631 TRUSTEE 3.00 12000 0 0 NONE SATHER FINANIAL GROUP INC 120 E CONSTITUTION VICTORIA TX 77901 INVESTMENT 243655 THE FOUNDATION SUPPORTS CHRISTIAN EVALGELISM, CHRISTIAN MISSIONS, CHRISTIAN DISCIPLESHIP, AND THE TEACHING OF THE GOSPEL OF JESUS CHRIST, INCLUDING TO ORGANIZATIONS THAT SERVE AS WITNESS TO THE TEACHINGS OF JESUS CHRIST, WITH THE GOAL BEING TO PRIMARILY BENEFIT CHRISTIAN CHILDREN'S HOMES. DURING 2024, FINANCIAL SUPPORT WAS PROVIDED TO 8 CHILDREN'S HOMES. 2727925 N/A 56348532 6839075 16764493 79952100 79952100 1199282 78752818 3937641 3937641 89138 89138 3848503 3848503 3848503 2727925 2727925 3848503 2105037 2727925 2105037 622888 3225615 ERIC L KUCERA 101 S MAIN ST STE 400 VICTORIA TX 77901 3615733255 EKUCERA@HWULLP.COM THERE IS CURRENTLY NO SET FORMAT FOR APPLICATIONS. REQUESTS SHOULD INCLUDE THE FOLLOWING (1) MOST RECENT FORM 990, (2) MOST RECENT COPY OF AUDITED OR REVIEWED FINANCIAL STATEMENTS, (3) INFORMATION REGARDING THE ACTIVITIES OF THE CHARITY, AND (4) DESCRIPTION OF FUNDING BEING REQUESTED. THERE ARE CURRENTLY NO SUBMISSION DEADLINES. THE TRUST DOCUMENT SPECIFIES THAT THE TRUST ASSETS BE USED TO MAKE CHARITABLE DISTRIBUTIONS ONLY TO ENTITIES THAT QUALIFY AS A "QUALIFIED CHARITABLE RECIPIENT" MEANING AN ENTITY THAT IS DESCRIBED IN CODE SECTION 170(C), 2055(A) AND 2522(A). IN THE CASE OF ANY DISTRIBUTION TO A CHARITABLE RECEIPIENT DESCRIBED IN CODE SECTION 170(C)(1), THE DISTRIBUTION SHALL BE MADE FOR EXCLUSIVELY PUBLIC PURPOSES. THE TRUST DOCUMENT SPECIFIES THAT THE TRUST ASSETS BE USED PRIMARILY FOR CHRISTIAN EVANGELISM, CHRISTIAN MISSIONS, CHRISTIAN DISCIPLESHIP, AND THE TEACHING OF THE GOSPEL OF JESUS CHRIST, INCLUDING TO ORGANIZATIONS THAT SERVE AS WITNESS TO THE TEACHINGS OF JESUS CHRIST, WITH THE GOAL BEING TO PRIMARILY BENEFIT CHRISTIAN CHILDREN'S HOMES. ARMS OF HOPE 21300 STATE HWY 16 NORTH MEDINA TX 78055 NONE GENERAL FUNDING 530000 BROWNSON HOME PO BOX 2022 VICTORIA TX 77902 NONE GENERAL FUNDING 200000 CHILDRENS HOME OF LUBBOCK PO BOX 2484 LUBBOCK TX 79408 NONE GENERAL FUNDING 500000 HENDRICK HOME FOR CHILDREN PO BOX 5195 ABILENE TX 796085195 NONE GENERAL FUNDING 100000 MIRACLE FARM 10802 FM 2621 BRENHAM TX 778330164 NONE GENERAL FUNDING 250000 PERPETUAL HELP HOME PO BOX 276 VICTORIA TX 77902 NONE GENERAL FUNDING 100000 SUNNY GLEN CHILDRENS HOME PO BOX 1373 SAN BENITO TX 78586 NONE GENERAL FUNDING 500000 TEXAS BAPTIST CHILDRENS HOME 1101 N MAYS STREET ROUND ROCK TX 78664 NONE GENERAL FUNDING 500000 2680000 14 56688 14 905115 14 1421977 18 4291004 6674784 6674784 false false false false false false false false false false X X 1 BARBARA KAUFFMAN WELDER PO BOX 1160 VICTORIA TX 779021160 72819234 X X 1 PUBLICLY TRADED SECURITIES 41030596 2024-12-02 1 NOTES RECEIVABLE 12572755 2024-12-26 1 INVESTMENT IN GLOBALOGIX 38763 2024-08-01 1 INVESTMENT IN SOUTH TX SYNDICATE 1252206 2024-12-27 ACCOUNTING FEES 3925 3925 ACCENTURE PLC 2015271 2179339 ADOBE INC 3841788 3779780 ALPHABET INC 7927680 9902880 ARISTA NETWORKS INC 1337838 6215323 AUTOZONE INC 1118867 1460112 BANK OF AMERICA CORP 4.0% PFD 8690309 10334784 BERKSHIRE HATHAWAY BOEING CO 1982051 2119044 BROOKFIELD ASSET MANAG F 1215917 1712892 BROOKFIELD CORP 3754457 5379963 BROWN FORMAN CORP 2911168 1988253 DOLLAR GENERAL CORP 3490903 2464150 GOLDMAN SACHS 4.0% PFD INTUIT INC 2232130 3155070 JUNIPER NETWORKS INC 2128104 2247000 MARKEL GROUP INC 2449157 3495616 MICROSOFT CORP 5879174 7376250 MONSTER BEVERAGE CORP 3258592 4047120 NIKE INC 4258458 3178140 NXP SEMICONDUCTORS 2584760 2629094 PAYPAL HLDGS INC 3547256 5180745 QUALCOMM INC 3224661 3616061 ROSS STORES INC 3270542 4533108 S&P GLOBAL INC 2817589 3539001 TRUIST FINL CORP 4.0% PFD U.S. BANCORP 5.56% PFD UNION PACIFIC CORP 1400401 1463789 VISA INC 5977889 7363732 PAYCOM SOFTWARE INC 4797061 6046615 12719754 12755364 24771 20041 DOUBLELINE TOTAL RETURN AT COST 3754875 3493566 GLOBALOGIX STOCK AT COST 38763 38763 SOUTH TEXAS SYNDICATE TRUST AT COST 1252206 4210160 TRUST INCOME IN CONRIBUTIONS 1272176 EXPENSES INVESTMENT ADVISOR FEES 243655 243655 243655 INTEREST ON NOTES RECEIVABLE 125728 125728 125728 INCOME FROM BKW QTIP TR. K-1 1272176 1272176 1272176 SOUTH TEXAS SYNDICATE TRUST 24073 24073 24073 NR - BARTON BRADICICH 1827619 NR - WGLR INVESTORS LLC 10687951 EXCISE TAX 103000 FOREIGN TAXES 18337 18337 18337