Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ALICE KLEBERG REYNOLDS MEYER FOUNDAT A0479800
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 2950 TAX DEPT FLOOR 5
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN ANTONIO, TX782992950
A Employer identification number

74-2847652
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$42,550,985J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 740,427 740,427  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,022,477
b Gross sales price for all assets on line 6a 4,457,541
7 Capital gain net income (from Part IV, line 2)... 1,022,477
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,762,904 1,762,904  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 134,582 67,291   67,291
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,150 575 0 575
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,047     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,812 7,812    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 147,591 75,678 0 67,866
25 Contributions, gifts, grants paid....... 1,764,000 1,764,000
26 Total expenses and disbursements. Add lines 24 and 25 1,911,591 75,678 0 1,831,866
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -148,687
b Net investment income (if negative, enter -0-) 1,687,226
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,879,873 2,024,483 2,024,483
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 6,737,659 Click to see attachment
List of Attached Documents:
// Content
7,483,881 		7,480,957
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,267,251 Click to see attachment
List of Attached Documents:
// Content
8,235,232 		33,045,545
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,884,783 17,743,596 42,550,985
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 17,884,783 17,743,596
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 17,884,783 17,743,596
30 Total liabilities and net assets/fund balances (see instructions). 17,884,783 17,743,596
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
17,884,783
2
Enter amount from Part I, line 27a .....................
2
-148,687
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,500
4
Add lines 1, 2, and 3 ..........................
4
17,743,596
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,743,596
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 300000. STATOIL ASA 2.6500% 01/15/24   2015-06-26 2024-01-15
b 300000. GOOGLE INC 3.3750% 02/25/24   2019-07-29 2024-02-25
c 300000. PEPSICO INC 3.6000% 03/01/24   2022-08-29 2024-03-01
d 300000. EXXON MOBIL CORP 3.1760% 03/15/24   2017-06-26 2024-03-15
e .06 EXXON MOBIL CORP   2017-04-24 2024-05-10
3200. BRISTOL-MYERS SQUIBB CO   2019-11-20 2024-05-17
5000. STARBUCKS CORP   2008-03-05 2024-06-17
300000. HSBC USA INC 3.5000% 06/23/24   2016-03-30 2024-06-23
4000. KEYCORP   2019-10-21 2024-08-20
1000. WALGREENS BOOTS ALLIANCE INC   2016-03-22 2024-08-20
300000. WALT DISNEY CO 1.7500% 08/30/24   2021-09-30 2024-08-30
4164.41 HARDING LOEVNER EMERGING MKTS ADV   2017-04-24 2024-09-25
250000. ROCHE HLDGS INC 144A 3.3500% 09/30/24   2018-04-26 2024-09-30
970. AMERICAN INTL GROUP INC   2013-08-21 2024-11-15
224. BECTON DICKINSON & CO   2015-09-15 2024-11-15
299. BOEING CO   2014-05-29 2024-11-15
597. CAPITAL ONE FINANCIAL CORP   2014-05-29 2024-11-15
249. DUKE ENERGY CORP   2008-03-05 2024-11-15
1045. EBAY INCORPORATED   2017-04-24 2024-11-15
747. EMERSON ELECTRIC CO   2009-12-22 2024-11-15
520. EXXON MOBIL CORP   2017-04-24 2024-11-15
821. FNF GROUP TRACKING STOCK   2015-09-15 2024-11-15
995. FIRSTENERGY CORP   2017-10-09 2024-11-15
199. THE HERSHEY COMPANY   2009-12-22 2024-11-15
100. INGREDION INC   2018-03-29 2024-11-15
448. KELLANOVA   2009-12-22 2024-11-15
299. NORFOLK SOUTHERN CORP   2009-12-22 2024-11-15
689. NOVARTIS AG ADR   2006-10-17 2024-11-15
373. NUCOR CORP   2017-10-09 2024-11-15
821. PAYPAL HLDGS INC   2017-04-24 2024-11-15
149. PEPSICO INC   2009-12-22 2024-11-15
747. SCHWAB CHARLES CORP   2015-03-26 2024-11-15
448. TYSON FOODS INC CLASS A   2017-10-09 2024-11-15
1194. VERIZON COMMUNICATIONS*   2014-05-29 2024-11-15
821. WEYERHAEUSER CO REIT   2017-04-24 2024-11-15
896. ZOETIS INC   2013-12-17 2024-11-15
200000. WAL-MART INC 2.6500% 12/15/24   2018-12-07 2024-12-15
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 300,000   292,026 7,974
b 300,000   300,000  
c 300,000   300,000  
d 300,000   300,000  
e 7   5 2
139,966   165,054 -25,088
405,619   50,647 354,972
300,000   300,000  
66,540   72,650 -6,110
10,756   82,631 -71,875
300,000   300,000  
183,151   200,000 -16,849
250,000   247,900 2,100
73,528   44,707 28,821
50,655   30,094 20,561
41,358   31,744 9,614
110,427   43,245 67,182
27,622   13,239 14,383
64,125   33,522 30,603
95,034   31,895 63,139
62,619   39,280 23,339
49,928   21,808 28,120
40,849   29,758 11,091
34,218   7,201 27,017
14,147   12,831 1,316
36,240   22,261 13,979
78,491   15,696 62,795
71,003   32,733 38,270
54,852   20,677 34,175
70,235   36,213 34,022
23,612   8,268 15,344
60,358   20,284 40,074
28,791   31,893 -3,102
49,221   41,943 7,278
25,405   28,062 -2,657
156,236   28,320 127,916
200,000   198,477 1,523
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
      82,548
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       7,974
b        
c        
d        
e       2
      -25,088
      354,972
       
      -6,110
      -71,875
       
      -16,849
      2,100
      28,821
      20,561
      9,614
      67,182
      14,383
      30,603
      63,139
      23,339
      28,120
      11,091
      27,017
      1,316
      13,979
      62,795
      38,270
      34,175
      34,022
      15,344
      40,074
      -3,102
      7,278
      -2,657
      127,916
      1,523
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,022,477
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 23,452
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 23,452
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 23,452
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,572
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,572
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 13,880
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFROST BANK, FROST WEALTH ADVISOR Telephone no.right arrow (512) 473-4834

Located atright arrow111 W HOUSTON STSAN ANTONIOTX ZIP+4right arrow78205
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FROST BANK TRUSTEE TRUSTEE
40 		134,582    
PO BOX 2950
SAN ANTONIO,TX78299
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
38,608,338
b
Average of monthly cash balances.......................
1b
2,182,818
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
40,791,156
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
40,791,156
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
611,867
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
40,179,289
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,008,964
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,008,964
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
23,452
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,452
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,985,512
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,985,512
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,985,512
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,831,866
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,831,866
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,985,512
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,627,973
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,831,866
a Applied to 2023, but not more than line 2a 1,627,973
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 203,893
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,781,619
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FROST BANK CO SARAH BISHOP
111 W HOUSTON ST
SAN ANTONIO,TX78205
(512) 473-4834
bThe form in which applications should be submitted and information and materials they should include:
1) THE REQUEST FOR THE GRANT SHOULD BE RECEIVED ON THE ORGANIZATIONS LETTERHEAD AND SIGNED BY A MEMBER OF THEIR BOARD OF DIRECTORS OR AN OFFICER OF THE ORGANIZATION.
cAny submission deadlines:
SEPTEMBER 15TH OF EACH YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE RESTRICTED TO ORGANIZATIONS WHOSE CHARITABLE PURPOSES SHALL BE LIMITED TO AND SHALL INCLUDE ONLY MEDICAL, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Allison Orr Dance Inc

2023 EAST CESAR CHAVEZ
Austin,TX78702 		NONE EXEMPT UNRESTRICTED GRANT 35,000

Asia Society Texas Center

1370 SOUTHMORE BOULEVARD
Houston,TX77004 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Houston Botanic Garden

8205 N BAYOU DRIVE
Houston,TX77017 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Gazelle Foundation

PO BOX 1487
Austin,TX78767 		NONE EXEMPT UNRESTRICTED GRANT 20,000

Girls Inc of San Antonio

2214 BASSE RD
San Antonio,TX78213 		NONE EXEMPT UNRESTRICTED GRANT 7,500

Peoples Community Clinic

1101 CAMINO LA COSTA
Austin,TX78752 		NONE EXEMPT UNRESTRICTED GRANT 28,500

University of Texas Foundation No 1

9011 MOUNTAIN RIDGE DR
Austin,TX78759 		NONE EXEMPT UNRESTRICTED GRANT 40,000

Humane Society of the New Braunfels Area

3353 MORNINGSIDE DRIVE
New Braunfels,TX78132 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Greater Edwards Aquifer Alliance Inc

PO BOX 15618
San Antonio,TX78212 		NONE EXEMPT UNRESTRICTED GRANT 7,500

Fuse Box Austin

2023 E CESAR CHAVEZ
Austin,TX78702 		NONE EXEMPT UNRESTRICTED GRANT 15,000

Luminaria

1142 E COMMERCE
San Antonio,TX78205 		NONE EXEMPT UNRESTRICTED GRANT 7,500

The Ann Richards School Foundation

P O BOX 41072
Austin,TX78704 		NONE EXEMPT UNRESTRICTED GRANT 50,000

Texas Tribune Inc

919 CONGRESS AVE SIXTH FLOOR
Austin,TX78701 		NONE EXEMPT UNRESTRICTED GRANT 15,000

Catch the Next

18756 STONE OAK PARKWAY 200
San Antonio,TX78258 		NONE EXEMPT UNRESTRICTED GRANT 15,000

Center for Refugee Services

8703 WURZBACH ROAD
San Antonio,TX78240 		NONE EXEMPT UNRESTRICTED GRANT 7,500

AustinTanC

3707 E MLK JR BLVD
Austin,TX78721 		NONE EXEMPT UNRESTRICTED GRANT 2,500

WATERLOO GREENWAY CONSERVANCY

1111 RED RIVER ST
Austin,TX78701 		NONE EXEMPT UNRESTRICTED GRANT 10,000

Bel Inizio Inc

7710 DEL REY LANE
Houston,TX77071 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Special Forces Charitable Trust

P O BOX 53
Essex,CT06426 		NONE EXEMPT UNRESTRICTED GRANT 200,000

Hill Country Quail Coalition

600 CONGRESS AVENUE SUITE 400
Austin,TX78701 		NONE EXEMPT UNRESTRICTED GRANT 10,000

River Oaks Chamber Orchestra

3104 EDLOE STREET 350
Houston,TX77027 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Girlstart

1400 WEST ANDERSON LANE
Austin,TX78757 		NONE EXEMPT UNRESTRICTED GRANT 2,500

Etosha Rescue & Adoption Center

191 JACKSON CIRCLE
Seguin,TX78155 		NONE EXEMPT UNRESTRICTED GRANT 5,000

The American Independent Foundation

800 MAINE AVE SW
Washington,DC20024 		NONE EXEMPT UNRESTRICTED GRANT 50,000

San Antonio River Foundation

100 EAST GUENTHER
San Antonio,TX78204 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Awaaz

PO BOX 6753
San Antonio,TX78209 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Houston reVision

6856 BELLAIRE BLV
Houston,TX77074 		NONE EXEMPT UNRESTRICTED GRANT 10,000

Honor Flight Austin

1108 LAVACA STREET STE 110 BOX 609
Austin,TX78701 		NONE EXEMPT UNRESTRICTED GRANT 10,000

Science Mill

PO BOX 38
Johnson City,TX78636 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Yanawana Herbolarios

1003 CREEKVIEW DR
San Antonio,TX78219 		NONE EXEMPT UNRESTRICTED GRANT 15,000

Grow Local South Texas

710 BUFFALO STSUITE 802
Corpus Christi,TX78401 		NONE EXEMPT UNRESTRICTED GRANT 5,000

The University of Texas Rio Grande Valle
y
701 E EXPRESSWAY 83 BOX 13
McAllen,TX78501 		NONE EXEMPT UNRESTRICTED GRANT 25,000

Second Servings of Houston

8825 KNIGHT RD
Houston,TX77054 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Terra Advocati Inc

1935 W MISTLETOE AVE
San Antonio,TX78201 		NONE EXEMPT UNRESTRICTED GRANT 20,000

Remember the Alamo Foundation

321 ALAMO PLAZA SUITE 300
San Antonio,TX78205 		NONE EXEMPT UNRESTRICTED GRANT 10,000

Partners for Education Agriculture &
Sustainability
1712 BISSEL LN
Austin,TX78745 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Planned Parenthood of Greater Texas

7424 GREENVILLE AVE STE 206
Dallas,TX75231 		NONE EXEMPT UNRESTRICTED GRANT 100,000

The Museum Of Fine Arts Houston

PO BOX 6826
Houston,TX77265 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Girl Scouts Of Southwest Texas
Attn Jane Briggs Cfo
811 N COKER LOOP
San Antonio,TX78216 		NONE EXEMPT UNRESTRICTED GRANT 15,000

United Way for Greater Austin

2000 E MARTIN LUTHER KING JR BLVD
Austin,TX78702 		NONE EXEMPT UNRESTRICTED GRANT 25,000

The Contemporary Museum Inc

3809 W 35TH STREET
Austin,TX78703 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Planned Parenthood South Texas

2140 BABCOCK ROAD
San Antonio,TX78229 		NONE EXEMPT UNRESTRICTED GRANT 20,000

Zachary Scott Theater Center

1510 TOOMEY RD
Austin,TX78704 		NONE EXEMPT UNRESTRICTED GRANT 25,000

Austin Travis County MHMR Center
DBA Integral Care
1430 COLLIER STREET
Austin,TX78704 		NONE EXEMPT UNRESTRICTED GRANT 35,000

University of Texas Foundation

9011 MOUNTAIN RIDGE STE 150
Austin,TX78759 		NONE EXEMPT UNRESTRICTED GRANT 52,500

Art Center of Corpus Christi

100 N SHORELINE BOULEVARD
Corpus Christi,TX78401 		NONE EXEMPT UNRESTRICTED GRANT 5,000

South Texas Symphony Association

4316 N 10TH ST STE 100
McAllen,TX78504 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Center For Women & Their Work

1311 E CESAR CHAVEZ STREET
Austin,TX78702 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Texas State University Development Found

601 UNIVERSITY DR JCK 960
San Marcos,TX78666 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Oficina Legal Del Pueblo Unido Inc

1405 MONTOPOLIS DRIVE
Austin,TX78741 		NONE EXEMPT UNRESTRICTED GRANT 15,000

The Womens Fund for Health Education &
Research
5433 WESTHEIMER
Houston,TX77056 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Save Barton Creek Association

PO BOX 5923
Austin,TX78763 		NONE EXEMPT UNRESTRICTED GRANT 5,000

San Antonio Botanical Garden Society In

555 FUNSTON PL
San Antonio,TX78209 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Centro Cultural Aztlan

1800 FREDERICKSBURG RD 103
San Antonio,TX78201 		NONE EXEMPT UNRESTRICTED GRANT 20,000

Austin LifeCare (dba The Source

1007 E 41ST STREET
Austin,TX78751 		NONE EXEMPT UNRESTRICTED GRANT 10,000

La Pena Inc

227 CONGRESS AVE
Austin,TX78701 		NONE EXEMPT UNRESTRICTED GRANT 25,000

Texas Folklife

1708 HOUSTON ST
Austin,TX78756 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Jump Start Performance Co
ATTN Sabine Zenker Development Director
710 FREDERICKSBURG ROAD
San Antonio,TX78201 		NONE EXEMPT UNRESTRICTED GRANT 20,000

Keep Austin Beautiful

2200 EAST MLK JR BLVD 200
Austin,TX78702 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Esperanza Peace and Justice Center

922 SAN PEDRO AVE
San Antonio,TX78212 		NONE EXEMPT UNRESTRICTED GRANT 22,500

Blue Star Contemporary Art Museum

116 BLUE STAR
San Antonio,TX78204 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Texas Low Income Housing Information
Service
1800 WEST SIXTH STREET
Austin,TX78703 		NONE EXEMPT UNRESTRICTED GRANT 10,000

Texas Public Radio

321 W COMMERCE STREET
San Antonio,TX78205 		NONE EXEMPT UNRESTRICTED GRANT 10,000

Center for Child Protection

8509 FM 969 BUILDING 2
Austin,TX78724 		NONE EXEMPT UNRESTRICTED GRANT 20,000

American Gateways

314 E HIGHLAND MALL BLVD STE 501
Austin,TX78752 		NONE EXEMPT UNRESTRICTED GRANT 50,000

Parks and Wildlife Foundation of Texas

2914 SWISS AVENUE
Dallas,TX75204 		NONE EXEMPT UNRESTRICTED GRANT 15,000

Forever Foundation for Texas
Texas Wildlife Association Foundation
6644 FM 1102
New Braunfels,TX78132 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Fuerza Unida

710 NEW LAREDO HWY
San Antonio,TX78211 		NONE EXEMPT UNRESTRICTED GRANT 20,000

Eastside Youth Services & Street Outreac
h
PO BOX 1415
Austin,TX78767 		NONE EXEMPT UNRESTRICTED GRANT 10,000

Austin Parks Foundation

PO BOX 6160
Austin,TX78762 		NONE EXEMPT UNRESTRICTED GRANT 12,000

Austin Public Education Fund

1111 WEST 6TH STREETSUITE C-150
Austin,TX78703 		NONE EXEMPT UNRESTRICTED GRANT 10,000

SAHELI

PO BOX 14234
Austin,TX78761 		NONE EXEMPT UNRESTRICTED GRANT 7,500

Childrens Advocacy Center of the Coastal
Bend
5959 S STAPLES STE 230
Corpus Christi,TX78413 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Austin Film Festival Inc

1801 SALINA STREET
Austin,TX78702 		NONE EXEMPT UNRESTRICTED GRANT 35,000

Texas Restaurant Association Education
FOUNDATION (DBA TX RESTAURANT FOUNDATION
512 EAST RIVERSIDE DRIVE
Austin,TX78704 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Gemini Series Inc (DBA Gemini Ink)

1111 NAVARRO
San Antonio,TX78205 		NONE EXEMPT UNRESTRICTED GRANT 28,500

Guardian House

1818 SAN PEDRO AVE
San Antonio,TX78212 		NONE EXEMPT UNRESTRICTED GRANT 2,500

San Anto Cultural Arts Inc

2120 EL PASO
San Antonio,TX78207 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Green Spaces Alliance of South Texas

108 EAST MISTLETOE
San Antonio,TX78212 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Martinez Street Womens Center

200 DONALDSON AVE
San Antonio,TX78201 		NONE EXEMPT UNRESTRICTED GRANT 20,000

Candlelight Ranch

P O BOX 26367
Austin,TX78755 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Red Salmon Arts

2000 THRASHER LN
Austin,TX78741 		NONE EXEMPT UNRESTRICTED GRANT 25,000

Dress for Success San Antonio

600 N FRIO STREET
San Antonio,TX78207 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Mobile Loaves & Fishes Inc

9301 HOG EYE RD SUITE 950
Austin,TX78724 		NONE EXEMPT UNRESTRICTED GRANT 25,000

Breakthrough

1050 EAST 11TH STREET SUITE 350
Austin,TX78702 		NONE EXEMPT UNRESTRICTED GRANT 10,000

CASA of Kleberg County
(Dba Brush Country CASA)
203 S 10TH STREET
Kingsville,TX78363 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Wonders & Worries Inc

9101 BURNET ROAD STE 205
Austin,TX78758 		NONE EXEMPT UNRESTRICTED GRANT 30,000

Girl Scouts Of San Jacinto Council

3110 SOUTHWEST FREEWAY
Houston,TX77098 		NONE EXEMPT UNRESTRICTED GRANT 5,000

University of Houston-Downtown

5000 GULF FRWY
Houston,TX77204 		NONE EXEMPT UNRESTRICTED GRANT 25,000

SOUTH TEXAS INSTITUTE FOR THE ARTS

1902 N SHORELINE BLVD
Corpus Christi,TX78401 		NONE EXEMPT UNRESTRICTED GRANT 7,500

Capital of Texas Public Telecommunicatio
ns Council ( dba KLRU )
PO BOX 7158
Austin,TX787137158 		NONE EXEMPT UNRESTRICTED GRANT 12,000

Houston Center for Photography

1441 WEST ALABAMA ST
Houston,TX77006 		NONE EXEMPT UNRESTRICTED GRANT 7,500

DiverseWorks Inc

3400 MAIN STREET SUITE 292
Houston,TX77002 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Da Camera Society of Texas

1402 SUL ROSS
Houston,TX77006 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Lawndale Art and Performance Center

4912 MAIN STC/O ANNA WALKER
Houston,TX77002 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Hope Stone Inc

2726 BISSONNET 240-513
Houston,TX77005 		NONE EXEMPT UNRESTRICTED GRANT 7,500

Houston Center for Contemporary Craft

4848 MAIN STREET
Houston,TX77002 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Latinitas

1023 SPRINGDALE RD BLDG 2C
Austin,TX78704 		NONE EXEMPT UNRESTRICTED GRANT 7,500

Health Alliance For Austin Musicians

3036 S 1ST STREET
Austin,TX78704 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Street2Feet

1 HAVEN FOR HOPE WAY
San Antonio,TX78207 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Delta Kilo Foundation

15217 PEBBLE FALLS
San Antonio,TX78232 		NONE EXEMPT UNRESTRICTED GRANT 100,000

Latched Support Inc

8102 MIDTOWN DRIVE
San Antonio,TX78239 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Red Line Parkway Initiative

4016 MAPLEWOOD AVE
Austin,TX78722 		NONE EXEMPT UNRESTRICTED GRANT 2,500

Foster Care Advocacy Center

2429 BISSONNET ST 767
Houston,TX77005 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Great Springs Project

P O BOX 12331
Austin,TX78711 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Childrens Coalition of Aransas County

401B W MARKET STREET
Rockport,TX78382 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Transformation House

PO BOX 1181
Boerne,TX78006 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Advocates for Immigrant Survivors

PO BOX 7730
Houston,TX77270 		NONE EXEMPT UNRESTRICTED GRANT 2,500

ProjectART Wimberley

PO BOX 2628
Wimberley,TX78676 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Somos Cultura y Mas

235 FOX HALL LN
San Antonio,TX78213 		NONE EXEMPT UNRESTRICTED GRANT 3,000

Texas Tribal Buffalo Project

2463 FM 1296
Waelder,TX78959 		NONE EXEMPT UNRESTRICTED GRANT 15,000

Art Guild of Fayetteville Texas

114 N LIVE OAK ST
Fayetteville,TX78940 		NONE EXEMPT UNRESTRICTED GRANT 5,000

Latino Outdoors

1000 BROADWAY SUITE 480
Oakland,CA94607 		NONE EXEMPT UNRESTRICTED GRANT 5,000
Total .................................right arrow 3a 1,764,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 740,427  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,022,477  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,762,904  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,762,904
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ALICE KLEBERG REYNOLDS MEYER FOUNDAT A0479800
EIN:
74-2847652
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPERATION FEE 1,150 575   575

TY 2024 InvestmentsCorpBondsSchedule
Name:
ALICE KLEBERG REYNOLDS MEYER FOUNDAT A0479800
EIN:
74-2847652
Name of Bond End of Year Book Value End of Year Fair Market Value
3M CO 288,003 287,252
ADOBE SYS INC 300,000 299,589
AMAZON.COM INC 295,557 298,793
AMERICAN EXPRESS CO 304,572 293,883
APPLE INC 301,834 293,961
BANK AMER CORP MTN 296,397 298,877
CISCO SYSTEMS INC 295,752 294,890
CITIGROUP INC 310,661 296,989
COCA-COLA CO 292,044 290,217
CONOCOPHILLIPS CO 286,474 298,117
EXXON MOBIL CORP    
GOOGLE INC    
HSBC USA INC    
LOWES COS INC 300,418 297,164
MICROSOFT CORP 286,413 290,862
PEPSICO INC    
ROCHE HLDGS INC 144A    
STATE STREET CORP 307,679 298,197
STATOIL ASA    
TORONTO-DOMINION BANK MTN 300,291 295,427
TOYOTA MOTOR CR MTN 299,859 300,924
WAL-MART INC    
WALT DISNEY CO    
WELLS FARGO & CO MTN 304,475 296,777
COMCAST CORP 279,723 285,797
HOME DEPOT 287,316 292,355
MASTERCARD INC 272,514 279,935
METROPOLITAN LIFE GLBL 144A 273,468 271,196
PFIZER INC 247,971 247,134
PUBLIC SERVICE CO COLO 285,552 289,515
PUBLIC SVC ELEC & GAS CO MTN 3 268,341 265,647
PUBLIC SVC ELEC & GAS CO MTN 3 274,212 281,099
QUALCOMM INC 255,858 263,258
UNION ELECTRIC CO 268,497 273,102

TY 2024 InvestmentsOtherSchedule2
Name:
ALICE KLEBERG REYNOLDS MEYER FOUNDAT A0479800
EIN:
74-2847652
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABBVIE INC AT COST 130,292 426,480
ALPHABET INC CL A AT COST 69,919 1,041,150
ALPHABET INC CL C AT COST 52,880 796,039
AMAZON.COM INC AT COST 132,462 1,974,510
AMERICAN EXPRESS CO AT COST 175,310 890,370
AMERICAN INTL GROUP INC AT COST 113,186 213,304
AMERICAN TOWER CORP REIT AT COST 149,405 220,092
AMGEN INC AT COST 42,892 208,512
AON PLC AT COST 42,419 107,748
APPLE INC AT COST 31,399 3,657,635
BANK OF AMERICA CORP AT COST 77,900 109,875
BECTON DICKINSON & CO AT COST 90,821 153,364
BERKSHIRE HATHAWAY INC CL B AT COST 84,177 181,312
BOEING CO AT COST 78,387 159,477
BOOKING HOLDINGS INC AT COST 145,614 596,210
BRISTOL-MYERS SQUIBB CO      
CANADIAN PACIFIC RAILWAY LTD AT COST 285,918 755,615
CAPITAL ONE FINANCIAL CORP AT COST 118,182 321,511
CHEVRON CORPORATION AT COST 148,135 304,164
CHUBB LIMITED AT COST 76,566 138,150
CISCO SYSTEMS INC AT COST 117,695 284,160
COMCAST CORPORATION CL A AT COST 137,376 135,108
CORNING INC AT COST 130,139 427,680
COSTCO WHOLESALE CORP NEW AT COST 141,971 1,099,524
DISNEY (WALT) COMPANY HOLDING AT COST 57,597 317,013
DUKE ENERGY CORP AT COST 39,686 80,913
DUPONT DE NEMOURS INC AT COST 64,224 125,050
EATON CORP PLC AT COST 108,252 696,927
EBAY INCORPORATED AT COST 101,209 195,452
EMERSON ELECTRIC CO AT COST 75,232 279,214
FIRSTENERGY CORP AT COST 89,871 119,539
FNF GROUP TRACKING STOCK AT COST 64,992 139,171
HARDING LOEVNER EMERGING MKTS      
HARDING LOEVNER INTL EQ FD INS AT COST 482,220 656,623
HOME DEPOT INC AT COST 75,777 972,475
INGREDION INC AT COST 38,494 41,268
INTUITIVE SURGICAL INC AT COST 10,205 469,764
ISHARES COHEN AND STEERS REIT AT COST 334,999 480,875
JOHNSON & JOHNSON COM AT COST 114,918 289,240
JPMORGAN CHASE & CO AT COST 41,718 239,710
KEYCORP      
LAZARD INTL EQTY PORT-INSTL AT COST 608,701 528,086
MASTERCARD INC CL A AT COST 138,519 789,855
MEDTRONIC PLC AT COST 169,374 183,245
META PLATFORMS INC AT COST 91,278 1,016,445
MICROSOFT CORP AT COST 146,477 2,182,949
NETFLIX INC AT COST 58,294 178,264
NORFOLK SOUTHERN CORP AT COST 44,771 211,465
NOVARTIS AG ADR AT COST 96,035 202,502
NUCOR CORP AT COST 62,474 131,532
PAYPAL HLDGS INC AT COST 109,346 211,583
PEPSICO INC AT COST 20,519 68,579
PFIZER INC AT COST 144,441 185,710
PIONEER NATURAL RESOURCES CO      
PROCTER & GAMBLE CO AT COST 69,829 251,475
SALESFORCE INC AT COST 137,616 852,542
SCHWAB CHARLES CORP AT COST 57,136 166,745
SERVICENOW INC AT COST 132,933 1,588,060
SHERWIN-WILLIAMS CO AT COST 147,237 458,906
STARBUCKS CORP      
T ROWE PRICE INTL DISC FD INST AT COST 314,947 507,587
THE HERSHEY COMPANY AT COST 21,749 101,779
TYSON FOODS INC CLASS A AT COST 96,249 77,659
VALERO ENERGY CORP NEW AT COST 132,904 257,439
VANGUARD SM CAP GROWTH ADM AT COST 193,104 465,635
VERIZON COMMUNICATIONS AT COST 107,335 144,204
VICTORY SMALL CO OPP FUND AT COST 181,290 202,211
VISA INC CL A AT COST 92,162 1,413,331
WALGREENS BOOTS ALLIANCE INC      
WALMART INC AT COST 71,151 406,575
WEYERHAEUSER CO REIT AT COST 83,963 69,784
ZOETIS INC AT COST 85,467 440,563
KELLANOVA AT COST 64,177 109,471
BROADCOM INC AT COST 25,114 34,776
EXXON MOBIL CORP AT COST 118,672 168,992
GOLDMAN SACHS EMER MKTS INSIGH AT COST 76,607 72,244
NVIDIA CORP AT COST 25,785 26,858
ISHARES MSCI EMERGING MKTTS EX AT COST 37,137 33,270

TY 2024 OtherExpensesSchedule
Name:
ALICE KLEBERG REYNOLDS MEYER FOUNDAT A0479800
EIN:
74-2847652
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE EXPENSES 7,782 7,782   0
WIRE FEE 30 30   0


TY 2024 OtherIncreasesSchedule
Name:
ALICE KLEBERG REYNOLDS MEYER FOUNDAT A0479800
EIN:
74-2847652
Description Amount
2023 TAX REFUND 7,500


TY 2024 TaxesSchedule
Name:
ALICE KLEBERG REYNOLDS MEYER FOUNDAT A0479800
EIN:
74-2847652
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2024 FEDERAL ESTIMATES 4,047 0   0