2025-10-15T12:01:26-05:00 2025-05-31 990 2024-06-01 746303978 BARHAM ROSS & MATILDA CHAR TR F0404700 BARH 2102204623 P O BOX 2950 TAX DEPT FLOOR 5 SAN ANTONIO TX 782992950 FROST BANK TRUSTEE 2102204623 2025-10-09 true 2024 2025-03-06 01:10:19Z DEBBIE BROEMSEN 111 W HOUSTON SAN ANTONIO TX 78205 592351 false X N/A X 1981 TX FOR PURPOSES OF FORM 990, THE ORGANIZATION WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. FROST BANK CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENT OF THE TRUST. THIS TRUST HAS BEEN ESTABLISHED TO SUPPORTTHE UNIVERSITY OF TEXAS IN ADVANCED RESEARCH. 0 0 0 0 0 0 0 30958 67863 0 30958 67863 56049 60013 0 24164 26271 0 0 1450 5330 81663 91614 -50705 -23751 2044890 2021139 0 0 2044890 2021139 X FOR PURPOSES OF FORM 990, THE ORGANIZATION WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. FROST BANK CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENT OF THE TRUST. THIS TRUST HAS BEEN ESTABLISHED TO SUPPORTTHE UNIVERSITY OF TEXAS IN ADVANCED RESEARCH. false false 60013 60013 THE UNIVERSITY OF TEXAS AT SAN ANTONIO 60013 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 WEALTH ADVISORS FROST BANK TRUSTEE 2102204623 111 W HOUSTON SAN ANTONIO TX 78205 FROST BANK TRUSTEE 40.0 X 26271 0 0 26271 0 0 false false false 71468 71468 520883 524488 -3605 -3605 -3605 67863 67863 60013 60013 26271 13136 13135 0 1450 725 725 3880 1940 1940 FORM 990 TAX RETURN PREP FEE 91614 75814 15800 0 38704 35555 2006186 1985584 2044890 2021139 0 0 X 2044890 2021139 2044890 2021139 2044890 2021139 -23751 X false false false X X 1 UNIVERSITY OF TEXAS 741717115 5 true 60013 0 1 60013 0 true false false false false false false false false false false false false false false true false false 0 0 66787 71468 66787 71468 0 15344 16619 10270 11102 41173 43747 1969172 2148718 69474 72509 0 2038646 2221227 0 0 2038646 2221227 30580 33318 2008066 2187909 70282 76577 0 70282 76577 41173 34997 70282 70282 0 70282 60013 0 11102 0 0 0 71115 81384 70282 1.0 70282 0 0 0 0 0 10269 10269 0 10269 0 0 71115 0 60013 11102 0 0 11102 0 0 0 0 11102 2044890 67863 60013 31601 2021139 2095595 30957 56049 25614 2044890 2181237 -397 60671 24573 2095595 1888658 381224 61000 27646 2181237 1843683 127935 57000 25960 1888658 1.00000 false false EXPLANATION FOR SCHEDULE D, PART V, LINE 4 FROST BANK CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENT OF THE TRUST. THE TRUST HAS BEEN ESTABLISHED TO SUPPORT THE UNIVERSITY OF TEXAS IN ADVANCED RESEARCH. true UNIVERSITY OF TEXAS AT SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO TX 782490618 741717115 60013 ADVANCED RESEARCH 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE TRUSTEE MEETS AT LEAST ANNUALLY WITH THE BENEFICIARY TO DISCUSS INVESTMENT STRATAGIES, ANTICIPATED EARNINGS, DISTRIBUTIONS, THE NEEDS OF THE BENEFICIARY, AND HOW FUNDS HAVE BEEN USED. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a AS SOLE TRUSTEE, FROST BANK MAKES FINAL DECISIONS FOR THE TRUST. THERE ARE NO VOTING MEMBERS OF THE GOVERNING BODY. ACTIONS AND DECISIONS FOR THE TRUST ARE DOCUMENTED AS REQUIRED BY BANK POLICY. 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 INTERNAL BANK POLICIES AND PROCEDURES. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c FROST BANK HAS A WRITTEN CONFLICT OF INTEREST POLICY. BANKPOLICY 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. FROST BANK HAS A WRITTEN WHISTLEBLOWER POLICY AND A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PAGE 6, PART VI, LINE 15a COMPENSATION FOR THE TRUSTEE IS SET BY THE GOVERNING DOCUMENT OR REFLECTS CHARGES THAT ARE NORMAL AND CUSTOMARY FOR SIMILAR ACCOUNTS. FORM 990, PAGE 6, PART VI, LINE 18 THE TRUST GOVERNING DOCUMENTS, TAX RETURNS, FINANCIAL REPORTS AND FORM 1023 ARE AVAILABLE FOR REVIEW UPON WRITTEN REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 THE CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PAGE 7, PART VII, SECTION A 40