2025-10-01T16:56:48-05:00 2024-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2024-01-01 933545387 THE JOERIS CHARITABLE FOUNDATION JOER 2104941638 823 ARION PARKWAY SAN ANTONIO TX 78216 RYAN L DOEGE DIRECTOR/SECRETARY/TREASURER 2104941638 2025-09-30 1 1 REBECCA A RODRIGUEZ P01073764 2108286281 2025-09-30 2024 2025-03-06 01:10:19Z GARY L JOERIS 823 ARION PARKWAY SAN ANTONIO TX 78216 369603 0 X HTTPS://JOERISFOUNDATION.COM X 2023 TX DRAWING INSPIRATION FROM LEO JOERIS' PHILANTHROPIC SPIRIT, THE FOUNDATION AIMS TO NURTURE SUSTAINABLE GROWTH IN INDIVIDUALS AND COMMUNITIES. IN FURTHERANCE OF SUCH PURPOSES, THE FOUNDATION WILL MAKE GRANTS TO CHARITABLE ORGANIZATIONS AND INDIVIDUALS IN TEXAS AND THROUGHOUT THE U.S. 3 3 0 40 0 0 0 229632 0 0 0 0 0 -19173 0 210459 0 116000 0 0 0 0 0 0 0 0 15225 0 131225 0 79234 0 94459 0 15225 0 79234 X DRAWING INSPIRATION FROM LEO JOERIS' PHILANTHROPIC SPIRIT, THE FOUNDATION AIMS TO NURTURE SUSTAINABLE GROWTH IN INDIVIDUALS AND COMMUNITIES. IN FURTHERANCE OF SUCH PURPOSES, THE FOUNDATION WILL MAKE GRANTS TO CHARITABLE ORGANIZATIONS AND INDIVIDUALS IN TEXAS AND THROUGHOUT THE U.S. 0 0 116000 116000 0 DRAWING INSPIRATION FROM LEO JOERIS' PHILANTHROPIC SPIRIT, THE FOUNDATION AIMS TO NURTURE SUSTAINABLE GROWTH IN INDIVIDUALS AND COMMUNITIES. IN FURTHERANCE OF SUCH PURPOSES, THE FOUNDATION WILL MAKE GRANTS TO CHARITABLE ORGANIZATIONS AND INDIVIDUALS IN TEXAS AND THROUGHOUT THE U.S. 116000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X RYAN L DOEGE 2104941638 823 ARION PARKWAY SAN ANTONIO TX 78216 X GARY L JOERIS DIRECTOR/PRESIDENT 1.00 X X 0 0 0 ANGELA Z CARDWELL DIRECTOR/VICE PRESIDENT 1.00 X X 0 0 0 RYAN L DOEGE DIRECTOR/SECRETARY/TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 124632 105000 229632 139971 124632 159144 -19173 -19173 210459 0 0 -19173 116000 116000 15225 15225 131225 116000 15225 0 0 94459 0 94459 0 15225 0 15225 X 0 0 0 0 0 79234 0 79234 0 94459 79234 0 X 0 0 0 X 229632 229632 229632 229632 105814 123818 229632 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF TOURNAMENT 264603 124632 139971 42491 82678 23460 2107 8408 264603 124632 139971 42491 82678 23460 2107 8408 159144 -19173 1 AMERICAN CANCER SOCIETY 270 PEACHTREE STREET SUITE 1300 ATLANTA GA 30303 131788491 501(C)(3) 20000 0 TO SUPPORT PROGRAMS AMERICAN HEART ASSOCIATION 8415 WURZBACH RD SAN ANTONIO TX 78229 135613797 501(C)(3) 10000 0 TO SUPPORT PROGRAMS ARBORETUM SAN ANTONIO 2201 BUENA VISTA ST SAN ANTONIO TX 78207 873625684 501(C)(3) 10000 0 TO SUPPORT PROGRAMS JUNIOR ACHIEVEMENT OF SOUTH TX 403 E RAMSEY SUITE 201 SAN ANTONIO TX 78216 742061852 501(C)(3) 10000 0 TO SUPPORT PROGRAMS ROY MAAS YOUTH ALTERNATIVES 3103 WEST AVENUE SAN ANTONIO TX 78213 741914638 501(C)(3) 7500 0 TO SUPPORT PROGRAMS UNITED SERVICE ORGANIZATIONS 2111 WILSON BLVD SUITE 1200 ARLNGTON VA 22201 131610451 501(C)(3) 10000 0 TO SUPPORT PROGRAMS UNITED WAY OF COMAL COUNTY 468 S SEGUIN AVE STE 403 NEW BRAUNFELS TX 78130 742640723 501(C)(3) 12500 0 TO SUPPORT PROGRAMS 7 0 PART I, LINE 2: THE ORGANIZATION WILL MAKE GRANTS TO UNRELATED, SECTION 501(C)(3) ORGANIZATIONS THAT ARE PRESELECTED BY THE BOARD OF DIRECTORS. THE DIRECTORS WILL CONDUCT DUE DILIGENCE PROCEDURES TO EVALUATE AND SELECT ITS GRANT RECIPIENTS, WHICH MAY INCLUDE REVIEWING FINANCIAL STATEMENTS OR BUDGET INFORMATION, VISITING THE ORGANIZATION'S WEBSITE, AND CONDUCTING INQUIRIES REGARDING THE PLANNED USE OF GRANT FUNDS. THE ORGANIZATION WILL MAINTAIN COPIES OF THE DOCUMENTATION GATHERED DURING THIS PROCESS, INCLUDING VERIFICATION OF THE ORGANIZATION'S TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION A, LINE 2 ALL OFFICERS OF THE ORGANIZATION HAVE A BUSINESS RELATIONSHIP WITH THE OTHER OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IF AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST ARISES, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.