2025-11-17T08:39:57-08:00 2024-12-31 871788334 Wenzel & Associates 5535 Fredericksburg Rd Ste 200 San Antonio TX 78229 990PF 2024-01-01 742772038 Keith M Orme and Pat Vigeon Orme Charitable Foundation KEIT 2108285802 PO Box 17001-Trust San Antonio TX 78217 Tammy Wheeldon Secretary 2025-11-17 true true Gary W Wenzel P00272074 2107982500 X 2024 2025-03-06 01:10:19Z X 38773557 X X 49621 26594 49621 889379 889379 889379 9672 9672 9672 9672 431402 2191980 431402 9 1380074 1357047 948681 2305 142104 7416 5369 157194 0 0 311000 311000 468194 0 311000 911880 1357047 948681 214143 2548872 2549661 2051350 2037384 323197 3614333 5954278 247815 251199 21030504 27981035 537340 29492874 38773557 0 X 537340 29492874 537340 29492874 537340 29492874 537340 911880 28099715 29548935 56061 29492874 Broadway Bank -6630 D 2024-12-19 2024-12-26 927 918 9 9 Broadway Bank -6630 D 2015-01-01 2024-12-31 1659045 1344957 314088 314088 Broadway Bank -6630 D 2021-01-01 2024-12-26 174091 170238 3853 3853 1600 Nokia Corp D 1997-01-09 2024-02-12 5704 6256 -552 -552 5760 Sunoco LP D 2021-01-01 2024-10-29 294262 237877 56385 56385 SPDR Gold Trust D 2023-06-09 2024-12-31 331 332 -1 -1 Sunoco LP - from K-1 D 2023-01-01 2024-12-31 59 59 59 Sunoco LP - from K-1 D 2023-01-01 2024-12-31 67 67 67 Capital Gain Dividends 57494 431402 9 18863 18863 18863 361 25000 25361 X 113 6385 6385 false false false false false false false true true TX true false false false false true See Federal Supplemental Information Broadway National Bank 2102835393 PO Box 17001 - Trust San Antonio TX 782170001 false false false false false false false false false false false false false false false false false false false false false false Dawn Dixon 15306 Clear Grv San Antonio TX 78247 VP 0.50 0 Pat V Orme 311 W Nottingham 200 San Antonio TX 78209 President 0.50 0 Tammy M Wheeldon 970 Bear Creek Rd Kerrville TX 78028 Treas/Secy 1.00 0 NONE NONE 28233011 1447958 0 29680969 0 29680969 445215 29235754 1461788 1461788 18863 18863 1442925 1442925 1442925 311000 311000 1442925 94940 311000 94940 0 216060 1226865 Broadway Bank Grant Management Port PO Box 17001-Trust San Antonio TX 782170001 2102835393 All applications are submitted on-line through the Broadway Bank grant management portal at grants.broadway.bank. An applicant can also access the log in through https://broadway.bank/wealth-management/foundations-grants/foundations-we-manage/keith-m-orme-and-pat-vigeon-orme-foundation. Paper submissions are not accepted, only on-line applications. The dealine for grants is September 30th of each year Application guidelines:The Keith M. Orme and Pat Vigeon Orme Charitable Foundation, Inc makes distributions on an annual basis. The grants are made to 501C(3) organizations that serve Bexar County, Texas, which fall within the principal charitable purposes of the Foundation's mission.Preference is given to the following:Assisting those facing hardship, especially family, military members, and pets experiencing circumstances beyond their control and through no fault of their own.Advancing medical research.Ensuring access to health-care for individuals and families facing financial barriers, bridging the gap for those who would otherwise be unable to afford essential medical care.Providing resources that aid and uplift veterans in their post-service journey.Ensuring the welfare and well-being of animals through dedicated care and support.Providing promising students with access to education where financial constraints would otherwise impede their academic pursuits. Christ Episcopal School 510 Belknap San Antonio TX 78212 N/A 501(c)(3) To be used for the band and the bible mission, scholarships, instruments, expenses for sponsors, in memory of Keith Orme and Eric Fenton. 8000 San Antonio Food Bank 5200 Historic Old Hwy 90 San Antonio TX 78227 N/A 501(c)(3) To be used for The Battle of Flowers Association food drive. 8000 UT Health Foundation 9011 Mountain Ridge Dr Ste 150 Austin TX 78759 N/A 501(c)(3) 2nd installment of 5-year grant to be used for UT Health San Antnio for brain health. 200000 Childsafe 3730 IH-10 E San Antonio TX 78220 N/A 501(c)(3) Provide mental health services to child victims and their supportive, non-offending family members to combat primary and secondary trauma that accompanies child maltreatment victimization. 5000 Magdalena House PO Box 692041 San Antonio TX 78269 N/A 501(c)(3) To support our dual-generation program that provides safe shelter, holistic wellness programming, academic development, and nurturing relationships for families fleeing family violence and facing homelessness. 1500 The Saddle Light Center 17350 Old Evans Rd Selma TX 78154 N/A 501(c)(3) Will be used for both rider programs (including scholarships for those who cannot afford session fees) and horse care expenses. 5000 The Daisy Fund 5200 Historic Old Hwy 90 San Antonio TX 78227 N/A 501(c)(3) To provide essential pet food, enabling more animals to stay with their families. 1000 YMCA of Greater San Antonio 16103 Henderson Pass San Antonio TX 78232 N/A 501(c)(3) Will be used to support access to educational childcare at Y's Early Learning Centers (ELCs) by providing scholarships to families in need. 5000 Zapatos Inc 10014 Ink Wells Drive San Antonio TX 78250 N/A 501(c)(3) Will be utilized to off-set expenses associated with the purchase of safe decent footwear for students participating in our "Better Feet Better Minds" project. 2500 TBI Warrior Foundation Inc PO Box 2365 Borene TX 78006 N/A 501(c)(3) Will be allocated to TBI Warrior Foundation's Access to Care Program for Children with TBI to be used for Bexar County residents. 2000 Texas Diaper Bank 1803 Grandstand Dr Suite 150 San Antonio TX 78238 N/A 501(c)(3) Will support the expansion of Texas Diaper Bank's direct-to-door diaper delivery service. 3000 Child Advocates San Antonio 1956 S WW White Rd San Antonio TX 78222 N/A 501(c)(3) General operating. 10000 Boysville Inc 8555 E Loop 1605 N Converse TX 78109 N/A 501(c)(3) To support our Residential Program, which features family-centered cottages designed to create a safe & structured environment. 2000 Christian Assistance Ministry 110 McCullough Avenue San Antonio TX 78215 N/A 501(c)(3) Support CAM's ongoing direct client services and the resources we provide to very vulnerable populations in San Antonio. 5000 Haven for Hope of Bexar County 1 Haven for Hope Way San Antonio TX 78207 N/A 501(c)(3) Will enable Haven for Hope to help families, veterans, and individuals secure permanent housing, improve access to healthcare, and provide comprehensive support to overcome homelessness. 5000 Mission Road Developmental Center 8706 Mission Rd San Antonio TX 78214 N/A 501(c)(3) Support our Summer Outreach And Recreation (S.O.A.R) & more program. 5000 Guardian House 1818 San Pedro Ave San Antonio TX 78212 N/A 501(c)(3) Support program and staff expenses for our Supervised Visitation/ Monitored Exchange (SVXC) Program serving low-income families facing hardship of divorce or high-conflict relationships in Bexar County. 5000 Family Violence Prevention Services 7911 Broadway San Antonio TX 78209 N/A 501(c)(3) Will be used for the provision of food for adult and child victims of domestic violence residing at The Battered Women and Children's Shelter (BWCS). 5000 Roy Maas Youth Alternatives 3103 West Ave San Antonio TX 78213 N/A 501(c)(3) Will help bridge the gap between government funding and the true cost of care for children in or at risk of entering foster care. 5000 Ronald McDonald House Charities of 4847 Charles Katz Drive San Antonio TX 78229 N/A 501(c)(3) Provide a home away from home for families with children receiving essential medical treatment in San Antonio. 5000 Texas Veterinary Medical Foundation 8104 Exchange Drive Austin TX 78754 N/A 501(c)(3) Help provide critical vererinary care to pets belonging to Meals on Wheels clients in Bexar County. Funds will support the hard-costs of care including essential vaccinations, flea/tick and heartworm prevention, blookwork and urine tests, and advanced care as needed such as dentals, surgery, skin treatments, and more. 5000 American Red Cross 3642 E Houston St San Antonio TX 78219 N/A 501(c)(3) To provide free smoke alarms to families within socially vulnerable communities in San Antonio. 5000 The Salvation Army of San Antonio 521 W Elmira San Antonio TX 78212 N/A 501(c)(3) Upgrade 15 bathrooms, installing new bathtubs and vanities. 5000 Christ Episcopal Church 510 Belknap San Antonio TX 78212 N/A 501(c)(3) To minister to single, elderly, shut ins, and those parishioners and staff members and their families going through medical crisis. Funds would be used to assist with transportation, medical or veterinary costs, or short term financial assistance related to siturations beyond their control. 8000 311000 14 49621 14 889379 16 9672 18 431402 1380074 1380074 false false false false false false false false false false 125000 sh Bristol Myers Squibb 124391 126045 125000 sh Meta Platforms Inc 123424 125154 700 sh 3M Co 58852 90363 500 sh Abbott Laboratories 50629 56555 500 sh Abbvie Inc 69066 88850 340 sh Adobe Inc 156332 151191 777 sh Alphabet Inc CL A 94144 147086 352 sh Amazon.com Inc 43822 77225 480 sh American Express Co. 12405 142459 119 sh American Water Works Co 17426 14814 854 sh Amphenol Corp - Class A 33603 59310 556 sh Apolo Global Management Inc 40550 91829 217 sh Apple Inc 39370 54341 7 sh Booking Holdings Inc 26208 34779 580 sh Broadcom Inc 47028 134467 627 sh Charles Schwa Corp 34498 46404 1228 sh Chevron Corporation 65595 177864 1600 sh Clorox Company 80321 259856 3931 sh Coca Cola Co. 52464 244744 1037 sh Comcast Corp. Class A 41781 38919 168 sh Costco Wholesale Corp. 87158 153933 131 sh Diamondback Energy Inc 17403 21462 307 sh Digital Realty Trust Inc 32244 54440 60 sh ESC Altaba Inc Escrow 228 1682 sh Exxon Mobil Corporation 45020 180933 700 sh General Mills Inc 57726 44639 103 sh Goldman Sachs Group Inc 34447 58980 479 sh Home Depot Inc 10738 186326 168 sh Honeywell International Inc 33167 37950 546 sh Illinois Tool Works Inc 2851 138444 333 sh Intercontinental Exchange Grp Inc 36703 49620 83 sh Intuit Com 35409 52166 164 sh Iqvia Holdings Inc 33726 32228 1212 sh Johnson & Johnson 194036 175280 442 sh JPMorgan Chase & Co 62331 105952 60 sh Lockheed Martin Corporation 3008 29156 244 sh Lowe's Cos. Inc. 51272 60219 307 sh Merck & Co Inc 33853 30540 191 sh Meta Platforms Inc 68521 111833 400 sh Microchip Technology Inc 32300 22940 1348 sh Microsoft Corporation 441093 568182 534 sh Mondelez International Inc-A 38895 31896 868 sh Nextera Energy 32704 62227 930 sh Nvidia Corporation 36399 124890 1313 sh Oracle Corporation 5287 218798 366 sh Palo Alto Networks Inc 40638 66597 400 sh Pepsico Inc 72766 60824 400 sh Procter & Gamble Co. 58302 67060 77 sh Roper Technologies Inc 34754 40029 100 sh S&P Global Inc 38325 49803 185 sh SalesForce Inc. 39756 61851 200 sh Stryker Corp 50491 72010 620 sh Sysco Corporation 7263 47405 233 sh T-Mobile US Inc 30513 51430 500 sh Target Corp 64388 67590 95 sh The Hershey Company 20400 16088 122 sh Thermo Fisher Scientific Inc 61351 63468 442 sh TJX Companies Inc 34869 53398 58 sh Ulta Beauty Inc 23161 25226 166 sh Union Pacific Corporation 33246 37855 800 sh United Parcel Service 136374 100880 70 sh Unitedhealth Group Inc 34491 35410 300 sh Valero Energy New 33705 36777 5000 sh Verizon Communications 177200 199950 155 sh Visa Inc 34715 48986 1911 sh Wal-Mart, Inc 97246 172659 351 sh Walt Disney Company 32376 39084 215 sh West Management Inc (New) 34839 43385 199 sh Zoetis Inc 32551 32423 249555 250483 1801795 1786901 18743.046 sh Guggenheim Total Return B F AT COST 432960 439524 18835.701 sh Voya Securitized Credit-I AT COST 174705 178374 39268.865 sh JPMorgan Global Bond Opp FD AT COST 375195 378552 129 sh Accenture PLC AT COST 39857 45381 53 sh Linde PLC AT COST 19118 22189 1750 sh Nestle SA-Spons ADR AT COST 15638 144596 143 sh NXP Semiconductors NV AT COST 26774 29723 200 sh Schlumberger Limited AT COST 10218 7668 43 sh Valaris PLC AT COST 43446 sh SPDR S&P 500 ETF Trust AT COST 18700462 25462832 4648.592 sh John Hancock FDS III-Discipl AT COST 118319 125280 1288.178 sh T Rowe Price Mid Cap Growt I AT COST 124965 128869 533.806 sh Conestoga Small Cap Fund Inst AT COST 36813 42438 2102.01 sh MFS New Discovery Value FD R6 AT COST 36486 38425 8555.863 sh Artisan Interna Sm Mid Ad AT COST 144758 147161 3940.336 sh Dodge Cox International St F AT COST 184368 196623 7847.859 sh MFS International Intri V R6 AT COST 306873 280953 1014 sh Vanguard Intl High Divid Yield I AT COST 64566 68830 1581.516 sh American New World Fund F3 AT COST 113801 121808 7364.08 sh GQG Partners Emerg Mkts Eq In AT COST 104619 121802 1 sh Valaris LTD AT COST 9 7 Legal Fees 2305 0 0 0 Difference on Form 1099 vs statement 56061 Miscellaneous 369 Sunoco LP - K-1 (Box 1) 3640 Sunoco LP - K-1 (Box 13 A) 5 Sunoco LP - K-1 (Box 13 K) 1321 Sunoco LP - K-1 (Box 18C) 34 Bequest of Securities/Cash from Keith Orme Estate 28034749 Sunoco Lp K-1 activities 4040 Voya Retirement Insurance & Annuity Co-Form 1099-R 60926 Agency Fees 142104 0 0 0 Foreign Taxes Paid on Dividends 7416