Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
SAN ANTONIO
State or province
TX
Country  
ZIP or foreign postal code
782992950
A Employer identification number

74-2847652
B Telephone number (see instructions)

C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$44,918,409J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 736,504 736,504  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,519,110
b Gross sales price for all assets on line 6a 6,056,829
7 Capital gain net income (from Part IV, line 2)... 2,519,110
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........ 3,255,614 3,255,614  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 144,097 72,049   72,049
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
37,332     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
14,852 14,852    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 197,431 87,476 0 72,624
25 Contributions, gifts, grants paid....... 1,990,000 1,990,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,187,431 87,476 0 2,062,624
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,068,183
b Net investment income (if negative, enter -0-) 3,168,138
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 2,024,483 1,307,427 1,307,427
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
2,263,815 		2,287,770
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 7,483,881 Click to see attachment
List of Attached Documents:
// Content
7,995,412 		8,219,453
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,235,232 Click to see attachment
List of Attached Documents:
// Content
7,245,125 		33,103,759
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,743,596 18,811,779 44,918,409
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 17,743,596 18,811,779
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)..... 17,743,596 18,811,779
30 Total liabilities and net assets/fund balances (see instructions). 17,743,596 18,811,779
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
17,743,596
2
Enter amount from Part I, line 27a .....................
2
1,068,183
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,811,779
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
18,811,779
Form 990-PF (2025)
Form 990-PF (2025)
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. ADOBE SYS INC 3.2500% 02/01/25   2019-10-03 2025-02-01
b 300000. BANK AMER CORP MTN 3.3840% 04/02/26   2022-05-27 2025-04-02
c 300000. AMAZON.COM INC 3.0000% 04/13/25   2022-08-30 2025-04-13
d 300000. CONOCOPHILLIPS CO 3.3500% 05/15/25   2016-01-08 2025-05-15
e 300000. TORONTO-DOMINION BANK MTN 1.1500% 06/12/25   2021-09-21 2025-06-12
1000. AMERICAN EXPRESS CO   2007-06-11 2025-06-26
901. BOEING CO   2013-04-22 2025-06-26
1640. DUPONT DE NEMOURS INC   2010-11-04 2025-06-26
2479. PAYPAL HLDGS INC   2017-04-24 2025-06-26
451. PEPSICO INC   2003-09-24 2025-06-26
1352. TYSON FOODS INC CLASS A   2017-10-09 2025-06-26
300. AON PLC   2018-03-29 2025-06-26
500. ALPHABET INC CL A   2007-06-11 2025-07-30
200. AMAZON.COM INC   2014-05-08 2025-07-30
2930. AMERICAN INTL GROUP INC   2013-04-22 2025-07-30
206. APPLE INC   2006-07-20 2025-07-30
676. BECTON DICKINSON & CO   2015-09-15 2025-07-30
1803. CAPITAL ONE FINANCIAL CORP   2013-08-21 2025-07-30
3155. EBAY INCORPORATED   2017-04-24 2025-07-30
2479. FIDELITY NATIONAL FINANCIAL INC   2016-03-22 2025-07-30
601. THE HERSHEY COMPANY   2009-12-22 2025-07-30
300. INGREDION INC   2018-03-29 2025-07-30
1352. KELLANOVA   2010-11-04 2025-07-30
98. SERVICENOW INC   2017-04-24 2025-07-30
172. VISA INC CL A   2009-12-22 2025-07-30
2479. WEYERHAEUSER CO REIT   2017-03-03 2025-07-30
300000. STATE STREET CORP 3.5500% 08/18/25   2021-09-30 2025-08-18
300000. LOWES COS INC 3.3750% 09/15/25   2015-12-07 2025-09-15
180. ALPHABET INC CL C   2007-06-11 2025-09-25
200. ALPHABET INC CL A   2007-06-11 2025-09-25
3441. CANADIAN PACIFIC KANSAS CITY   2016-03-22 2025-09-25
300. MARVELL TECHNOLOGY INC   2025-07-30 2025-09-25
50. REGENERON PHARMACEUTICALS INC   2025-07-30 2025-09-25
200. SERVICENOW INC   2017-04-24 2025-09-25
2704. ZOETIS INC   2013-12-17 2025-09-25
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   300,000  
b 300,000   296,397 3,603
c 300,000   295,557 4,443
d 300,000   287,743 12,257
e 300,000   300,000  
309,812   64,870 244,942
182,220   78,387 103,833
113,739   64,224 49,515
179,568   109,346 70,222
57,866   20,519 37,347
74,151   96,249 -22,098
106,286   42,419 63,867
98,563   6,435 92,128
46,061   2,944 43,117
227,550   113,186 114,364
43,181   449 42,732
122,771   90,821 31,950
389,638   118,182 271,456
245,667   101,209 144,458
141,677   64,992 76,685
115,163   21,749 93,414
40,253   38,494 1,759
108,016   64,177 43,839
96,252   8,697 87,555
60,366   3,710 56,656
64,295   83,963 -19,668
300,000   300,000  
300,000   300,000  
44,323   2,323 42,000
49,077   2,574 46,503
257,102   102,120 154,982
25,091   24,758 333
27,524   28,010 -486
183,611   17,748 165,863
377,392   85,467 291,925
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
      169,614
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        
b       3,603
c       4,443
d       12,257
e        
      244,942
      103,833
      49,515
      70,222
      37,347
      -22,098
      63,867
      92,128
      43,117
      114,364
      42,732
      31,950
      271,456
      144,458
      76,685
      93,414
      1,759
      43,839
      87,555
      56,656
      -19,668
       
       
      42,000
      46,503
      154,982
      333
      -486
      165,863
      291,925
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,519,110
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 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 44,037
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 44,037
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 44,037
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 23,452
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 23,452
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....... 9 20,585
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
TX
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofFROST BANK, FROST WEALTH ADVISOR Telephone no. (512) 473-4834

Located at111 W HOUSTON STSAN ANTONIOTX ZIP+478205
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		144,097    
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
41,856,498
b
Average of monthly cash balances.......................
1b
1,867,621
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
43,724,119
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
43,724,119
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
655,862
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
43,068,257
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,153,413
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,153,413
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
44,037
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
44,037
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,109,376
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,109,376
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
2,109,376
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, line 26, column (d) ..........
1a
2,062,624
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
2,062,624
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,109,376
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,781,619
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,062,624
a Applied to 2024, but not more than line 2a 1,781,619
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 2025 distributable amount..... 281,005
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		1,828,371
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   UNRESTRICTED GRANT 30,500

Asia Society Texas Center

1370 SOUTHMORE BOULEVARD
Houston,TX77004 		NONE   UNRESTRICTED GRANT 7,500

Conjunto Heritage Taller

PO BOX 10447
San Antonio,TX78210 		NONE   UNRESTRICTED GRANT 15,500

Bihl Haus Arts Inc

P O BOX 100806
San Antonio,TX78201 		NONE   UNRESTRICTED GRANT 15,000

South Padre Island Birding Nature Cente
r and Alligator Sanctuary
6801 PADRE BLVD
South Padre Island,TX78597 		NONE   UNRESTRICTED GRANT 2,500

Gazelle Foundation

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

Girls Inc of San Antonio

2214 BASSE RD
San Antonio,TX78213 		NONE   UNRESTRICTED GRANT 10,000

Austin Explore Inc

1111 W 24TH ST
Austin,TX78705 		NONE   UNRESTRICTED GRANT 5,000

Peoples Community Clinic

1101 CAMINO LA COSTA
Austin,TX78752 		NONE   UNRESTRICTED GRANT 20,000

Humane Society of the New Braunfels Area

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

Luminaria

1142 E COMMERCE
San Antonio,TX78205 		NONE   UNRESTRICTED GRANT 14,000

The Ann Richards School Foundation

P O BOX 41072
Austin,TX78704 		NONE   UNRESTRICTED GRANT 35,000

Texas Tribune Inc

919 CONGRESS AVE SIXTH FLOOR
Austin,TX78701 		NONE   UNRESTRICTED GRANT 25,000

Catch the Next

18756 STONE OAK PARKWAY 200
San Antonio,TX78258 		NONE   UNRESTRICTED GRANT 10,000

Center for Refugee Services

8703 WURZBACH ROAD
San Antonio,TX78240 		NONE   UNRESTRICTED GRANT 15,000

WATERLOO GREENWAY CONSERVANCY

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

Bel Inizio Inc

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

Special Forces Charitable Trust

P O BOX 53
Essex,CT06426 		NONE   UNRESTRICTED GRANT 300,000

Hill Country Quail Coalition

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

River Oaks Chamber Orchestra

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

Houston Cinema Arts Society

4200 MONTROSE BLVD STE 110
Houston,TX77006 		NONE   UNRESTRICTED GRANT 5,000

TEXAS GOLF HALL OF FAME AND MUSEUM

448 W 19TH ST STE 1082
Houston,TX77008 		NONE   UNRESTRICTED GRANT 5,000

Etosha Rescue & Adoption Center

191 JACKSON CIRCLE
Seguin,TX78155 		NONE   UNRESTRICTED GRANT 2,500

The American Independent Foundation

800 MAINE AVE SW
Washington,DC20024 		NONE   UNRESTRICTED GRANT 30,000

Houston Contemporary Dance Company

1302 HOUSTON AVE STE 300
Houston,TX77007 		NONE   UNRESTRICTED GRANT 7,500

San Antonio River Foundation

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

Wheelchairs 4 Kids

1200 S PINELLAS AVENUE
Tarpon Springs,FL34689 		NONE   UNRESTRICTED GRANT 1,000

AUGUSTHEART

4940 BROADWAY STE 226
San Antonio,TX78209 		NONE   UNRESTRICTED GRANT 5,000

Yanawana Herbolarios

1003 CREEKVIEW DR
San Antonio,TX78219 		NONE   UNRESTRICTED GRANT 25,000

Second Servings of Houston

8825 KNIGHT RD
Houston,TX77054 		NONE   UNRESTRICTED GRANT 2,500

Terra Advocati Inc

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

Justice for all Immigrants

2220 BROADWAY ST
Houston,TX77012 		NONE   UNRESTRICTED GRANT 5,000

National Network of Abortion Funds

PO BOX 721011
Mcallen,TX78504 		NONE   UNRESTRICTED GRANT 7,500

Remember the Alamo Foundation

321 ALAMO PLAZA SUITE 300
San Antonio,TX78205 		NONE   UNRESTRICTED GRANT 5,000

Partners for Education Agriculture &
Sustainability
1712 BISSEL LN
Austin,TX78745 		NONE   UNRESTRICTED GRANT 7,500

Gardopia Gardens

619 N NEW BRAUNFELS AVE
San Antonio,TX78202 		NONE   UNRESTRICTED GRANT 5,000

Planned Parenthood of Greater Texas

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

The Tahirih Justice Center

1717 ST JAMES PLACE SUITE 450
Houston,TX77056 		NONE   UNRESTRICTED GRANT 5,000

The Museum Of Fine Arts Houston

PO BOX 6826
Houston,TX77265 		NONE   UNRESTRICTED GRANT 10,000

The Childrens Shelter

2939 W WOODLAWN
San Antonio,TX78228 		NONE   UNRESTRICTED GRANT 2,500

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

THE EPISCOPAL DIOCESE OF WEST TEXAS

111 TORCIDO DR
San Antonio,TX78209 		NONE   UNRESTRICTED GRANT 3,500

Helping Hand Home For Children

3804 AVENUE B
Austin,TX78751 		NONE   UNRESTRICTED GRANT 2,000

United Way for Greater Austin

2000 E MARTIN LUTHER KING JR BLVD
Austin,TX78702 		NONE   UNRESTRICTED GRANT 15,000

Boysville Inc

PO BOX 369
Converse,TX781090369 		NONE   UNRESTRICTED GRANT 2,500

The Contemporary Museum Inc

3809 W 35TH STREET
Austin,TX78703 		NONE   UNRESTRICTED GRANT 2,000

Girl Scouts of Greater South Texas

2410 BEVECREST
Corpus Christi,TX78415 		NONE   UNRESTRICTED GRANT 7,500

Zachary Scott Theater Center

1510 TOOMEY RD
Austin,TX78704 		NONE   UNRESTRICTED GRANT 50,000

The Womens Home

607 WESTHEIMER
Houston,TX77006 		NONE   UNRESTRICTED GRANT 7,500

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

Houston Arboretum & Nature Center

4501 WOODWAY DR
Houston,TX77024 		NONE   UNRESTRICTED GRANT 5,000

SER-Jobs for Progress of the Texas Gulf
Coast Inc (SERJobs)
1710 TELEPHONE ROAD
Houston,TX77023 		NONE   UNRESTRICTED GRANT 10,000

Rockport Art Association Inc

204 S AUSTIN ST
Rockport,TX78382 		NONE   UNRESTRICTED GRANT 7,500

Big Brothers Big Sisters of Central Texa
s
4800 MANOR RD BLDDG K
Austin,TX78723 		NONE   UNRESTRICTED GRANT 5,000

Big Brothers Big Sisters of South Texas
Inc
10843 GULFDALE ST
San Antonio,TX78216 		NONE   UNRESTRICTED GRANT 5,000

Spina Bifida Texas

1600 NE LOOP 410 SUITE 211
San Antonio,TX78209 		NONE   UNRESTRICTED GRANT 2,500

South Texas Symphony Association

4316 N 10TH ST STE 100
McAllen,TX78504 		NONE   UNRESTRICTED GRANT 3,500

Center For Women & Their Work

1311 E CESAR CHAVEZ STREET
Austin,TX78702 		NONE   UNRESTRICTED GRANT 25,000

The Womens Fund for Health Education &
Research
5433 WESTHEIMER
Houston,TX77056 		NONE   UNRESTRICTED GRANT 7,500

Houston Area Womens Center

1010 WAUGH DRIVE
Houston,TX77019 		NONE   UNRESTRICTED GRANT 15,000

Sea Turtle Inc

PO BOX 3987
South Padre Island,TX78597 		NONE   UNRESTRICTED GRANT 5,000

CROSSROADS COMMUNITY ACTION

4007 HALSEY ST
VICTORIA,TX77901 		NONE   UNRESTRICTED GRANT 7,500

Volunteer Legal Services of Central Texa
s
8001 CENTRE PARK DRIVE
Austin,TX78754 		NONE   UNRESTRICTED GRANT 10,000

Centro Cultural Aztlan

1800 FREDERICKSBURG RD 103
San Antonio,TX78201 		NONE   UNRESTRICTED GRANT 25,000

Texas Advocacy Project Inc

3721 EXECUTIVE CENTER DRIVE 215
Austin,TX78731 		NONE   UNRESTRICTED GRANT 5,000

Alzheimers Texas

7000 N MOPAC EXPY 200
Austin,TX78731 		NONE   UNRESTRICTED GRANT 50,000

The SAFE Alliance

PO BOX 19454
Austin,TX78760 		NONE   UNRESTRICTED GRANT 20,000

La Pena Inc

227 CONGRESS AVE
Austin,TX78701 		NONE   UNRESTRICTED GRANT 15,000

Texas Folklife

1708 HOUSTON ST
Austin,TX78756 		NONE   UNRESTRICTED GRANT 7,500

Ballet San Antonio

115 AUDITORIUM CIRLCE SUITE 20
San Antonio,TX78205 		NONE   UNRESTRICTED GRANT 2,500

Jump Start Performance Co
ATTN Sabine Zenker Development Director
710 FREDERICKSBURG ROAD
San Antonio,TX78201 		NONE   UNRESTRICTED GRANT 15,000

Keep Austin Beautiful

2200 EAST MLK JR BLVD 200
Austin,TX78702 		NONE   UNRESTRICTED GRANT 3,500

Esperanza Peace and Justice Center

922 SAN PEDRO AVE
San Antonio,TX78212 		NONE   UNRESTRICTED GRANT 30,000

Blue Star Contemporary Art Museum

116 BLUE STAR
San Antonio,TX78204 		NONE   UNRESTRICTED GRANT 10,000

Food Bank Of The Rio Grande Valley Inc

724 NORTH CAGE BLVD
McAllen,TX78502 		NONE   UNRESTRICTED GRANT 10,000

Austin Groups For The Elderly

3710 CEDAR STREET BOX 2
Austin,TX78705 		NONE   UNRESTRICTED GRANT 5,000

Alamo Public Television - KLRN

501 BROADWAY
San Antonio,TX782151820 		NONE   UNRESTRICTED GRANT 7,500

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

Bat Conservation International

500 N CAPITAL OF TX HWY BLDG 1
Austin,TX78746 		NONE   UNRESTRICTED GRANT 2,500

Center for Child Protection

8509 FM 969 BUILDING 2
Austin,TX78724 		NONE   UNRESTRICTED GRANT 10,000

American Gateways

314 E HIGHLAND MALL BLVD STE 501
Austin,TX78752 		NONE   UNRESTRICTED GRANT 70,000

Northside Education Foundation (NEF)

6632 BANDERA ROAD
San Antonio,TX78238 		NONE   UNRESTRICTED GRANT 2,500

Parks and Wildlife Foundation of Texas

2914 SWISS AVENUE
Dallas,TX75204 		NONE   UNRESTRICTED GRANT 4,000

The Forever Foundation for Texas Wildlif
e Inc
6644 FM 1102
New Braunfels,TX78132 		NONE   UNRESTRICTED GRANT 10,000

Fuerza Unida

710 NEW LAREDO HWY
San Antonio,TX78211 		NONE   UNRESTRICTED GRANT 22,500

Court Appointed Special Advocates of Nue
ces County Inc
DBA CASA OF THE COASTAL BENDPO BO
Corpus Christi,TX78403 		NONE   UNRESTRICTED GRANT 3,500

SAHELI

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

Centro Por La Justicia

1414 E COMMERCE ST
San Antonio,TX78205 		NONE   UNRESTRICTED GRANT 7,500

Austin Film Festival Inc

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

Central Texas Public Safety Commission

3112 WINDSOR RD STE A131
Austin,TX78703 		NONE   UNRESTRICTED GRANT 10,000

Valley Initiative For Development and Ad
vancement
417 S OHIO
Mecedes,TX78570 		NONE   UNRESTRICTED GRANT 10,000

Gemini Series Inc (DBA Gemini Ink)

1111 NAVARRO
San Antonio,TX78205 		NONE   UNRESTRICTED GRANT 20,500

TEXAS APPLESEED

1609 SHOAL CREEK BLVD STE 201
Austin,TX78701 		NONE   UNRESTRICTED GRANT 10,000

GENAustin

PO BOX 3122
Austin,TX78764 		NONE   UNRESTRICTED GRANT 5,000

Green Spaces Alliance of South Texas

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

Texas Diaper Bank

1803 GRANDSTAND DRIVE SUITE 150
San Antonio,TX78238 		NONE   UNRESTRICTED GRANT 2,500

Musical Bridges Around the World Inc

23705 IH 10 WEST ROOM 101
San Antonio,TX78257 		NONE   UNRESTRICTED GRANT 3,500

Foster Angels of South Texas

800 N SHORELINE BLVD STE 2750-S
Corpus Christi,TX78401 		NONE   UNRESTRICTED GRANT 5,000

Low Vision Resource Center

1250 NE LOOP 410
San Antonio,TX78209 		NONE   UNRESTRICTED GRANT 2,500

Empower House

801 N OLIVE
San Antonio,TX78202 		NONE   UNRESTRICTED GRANT 25,000

Candlelight Ranch

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

Dress for Success San Antonio

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

Mobile Loaves & Fishes Inc

9301 HOG EYE RD SUITE 950
Austin,TX78724 		NONE   UNRESTRICTED GRANT 30,000

Breakthrough

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

CASA of Kleberg County
(Dba Brush Country CASA)
203 S 10TH STREET
Kingsville,TX78363 		NONE   UNRESTRICTED GRANT 3,500

National Network of Abortion Funds - The
Lilith Fund
PO BOX 684949
Austin,TX78768 		NONE   UNRESTRICTED GRANT 25,000

Wonders & Worries Inc

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

Girl Scouts Of San Jacinto Council

3110 SOUTHWEST FREEWAY
Houston,TX77098 		NONE   UNRESTRICTED GRANT 10,000

University of Houston System
Attn UH Gift Processing and Records
PO BOX 867
Houston,TX77204 		NONE   UNRESTRICTED GRANT 37,500

Austin YMBL Sunshine Camps

PO BOX 161270
Austin,TX78716 		NONE   UNRESTRICTED GRANT 5,000

SOUTH TEXAS INSTITUTE FOR THE ARTS

1902 N SHORELINE BLVD
Corpus Christi,TX78401 		NONE   UNRESTRICTED GRANT 10,000

Janes Due Process Inc

PO BOX 685137
Austin,TX78768 		NONE   UNRESTRICTED GRANT 10,000

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

The Rose

12700 N FEATHERWOOD DR SUITE 260
Houston,TX77034 		NONE   UNRESTRICTED GRANT 10,000

Da Camera Society of Texas

1402 SUL ROSS
Houston,TX77006 		NONE   UNRESTRICTED GRANT 10,000

Lawndale Art and Performance Center

4912 MAIN STC/O ANNA WALKER
Houston,TX77002 		NONE   UNRESTRICTED GRANT 7,500

Air Alliance Houston

2520 CAROLINE ST STE 100
Houston,TX77004 		NONE   UNRESTRICTED GRANT 5,000

Hope Stone Inc

2726 BISSONNET 240-513
Houston,TX77005 		NONE   UNRESTRICTED GRANT 10,000

Health Alliance For Austin Musicians

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

Islamic Arts Society

1125 CYPRESS STATION DR SUITE G3
Houston,TX77090 		NONE   UNRESTRICTED GRANT 7,500

Street2Feet

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

Great Springs Project

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

Childrens Coalition of Aransas County

401B W MARKET STREET
Rockport,TX78382 		NONE   UNRESTRICTED GRANT 2,500

Transformation House

PO BOX 1181
Boerne,TX78006 		NONE   UNRESTRICTED GRANT 3,500

Advocates for Immigrant Survivors

PO BOX 7730
Houston,TX77270 		NONE   UNRESTRICTED GRANT 10,000

Muny Conservancy

1800 NUECES ST
Austin,TX78701 		NONE   UNRESTRICTED GRANT 5,000

SUPERMAJORITY EDUCATION FUND

PO BOX 1014
NEW YORK,NY10272 		NONE   UNRESTRICTED GRANT 20,000

Trucha

4309 N 22ND ST
Mcallen,TX78504 		NONE   UNRESTRICTED GRANT 5,000

Texas Tribal Buffalo Project

2463 FM 1296
Waelder,TX78959 		NONE   UNRESTRICTED GRANT 27,500

Art Guild of Fayetteville Texas

114 N LIVE OAK ST
Fayetteville,TX78940 		NONE   UNRESTRICTED GRANT 4,000

Texans for Greater Mental Health

3309 CREEKBEND DR
Garland,TX75044 		NONE   UNRESTRICTED GRANT 70,000

Sana Roots Co

1531 W FRENCH PL
San Antonio,TX78201 		NONE   UNRESTRICTED GRANT 10,000

Immigrant Legal Resource Center

1458 HOWARD STREET
San Francisco,CA94104 		NONE   UNRESTRICTED GRANT 20,000
Total ................................. 3a 1,990,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 736,504  
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 2,519,110  
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) ..   3,255,614  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,255,614
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ALICE KLEBERG REYNOLDS MEYER FOUNDAT A0479800
EIN:
74-2847652
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARTATION FEE 1,150 575   575

TY 2025 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 289,708 294,963
ADOBE SYS INC    
AMAZON.COM INC    
AMERICAN EXPRESS CO 301,363 299,133
APPLE INC 301,044 299,066
BANK AMER CORP MTN 311,708 313,015
CISCO SYSTEMS INC 296,909 299,494
CITIGROUP INC 303,575 299,964
COCA-COLA CO 293,457 297,168
CONOCOPHILLIPS CO    
LOWES COS INC    
MICROSOFT CORP 289,686 297,794
STATE STREET CORP    
TORONTO-DOMINION BANK MTN    
TOYOTA MOTOR CR MTN 299,859 311,928
WELLS FARGO & CO MTN 301,513 300,032
COMCAST CORP 279,723 295,306
HOME DEPOT 287,316 301,192
MASTERCARD INC 272,514 290,802
METROPOLITAN LIFE GLBL 144A 273,468 284,809
PFIZER INC 247,971 265,321
PUBLIC SERVICE CO COLO 285,552 298,653
PUBLIC SVC ELEC & GAS CO MTN 3 268,341 278,369
PUBLIC SVC ELEC & GAS CO MTN 3 274,212 292,608
QUALCOMM INC 255,858 276,525
UNION ELECTRIC CO 268,497 286,121
ALABAMA PWR CO 5.8500% 317,146 322,560
COMMONWEALTH EDISON CO 4 305,358 307,424
CONNECTICUT LT & PWR CO A 2 261,108 266,790
JPMORGAN CHASE & CO 2 267,663 274,455
KENVUE INC 4 300,369 306,565
LOCKHEED MARTIN CORP 3 283,680 294,278
MERCK & CO INC 2 263,478 267,476
TARGET CORP 4.5000% 294,336 297,642

TY 2025 InvestmentsGovtObligationsSch
Name:
ALICE KLEBERG REYNOLDS MEYER FOUNDAT A0479800
EIN:
74-2847652
US Government Securities - End of Year Book Value:

2,263,815
US Government Securities - End of Year Fair Market Value:

2,287,770
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 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 130,293 548,376
ALPHABET INC CL A AT COST 60,911 1,502,400
ALPHABET INC CL C AT COST 50,557 1,255,200
AMAZON.COM INC AT COST 129,518 2,031,216
AMERICAN EXPRESS CO AT COST 110,440 739,900
AMERICAN INTL GROUP INC      
AMERICAN TOWER CORP REIT AT COST 149,405 210,684
AMGEN INC AT COST 42,892 261,848
AON PLC      
APPLE INC AT COST 30,950 3,914,784
BANK OF AMERICA CORP AT COST 77,900 137,500
BECTON DICKINSON & CO      
BERKSHIRE HATHAWAY INC CL B AT COST 84,178 201,060
BOEING CO      
BOOKING HOLDINGS INC AT COST 145,614 642,640
CANADIAN PACIFIC RAILWAY LTD      
CAPITAL ONE FINANCIAL CORP      
CHEVRON CORPORATION AT COST 148,136 320,061
CHUBB LIMITED AT COST 76,566 156,060
CISCO SYSTEMS INC AT COST 117,696 369,744
COMCAST CORPORATION CL A AT COST 137,376 107,604
CORNING INC AT COST 130,139 788,040
COSTCO WHOLESALE CORP NEW AT COST 141,971 1,034,808
DISNEY (WALT) COMPANY HOLDING AT COST 57,597 323,903
DUKE ENERGY CORP AT COST 39,686 88,025
DUPONT DE NEMOURS INC      
EATON CORP PLC AT COST 108,253 668,871
EBAY INCORPORATED      
EMERSON ELECTRIC CO AT COST 75,232 299,018
FIRSTENERGY CORP AT COST 89,871 134,534
FNF GROUP TRACKING STOCK      
HARDING LOEVNER INTL EQ FD INS AT COST 482,220 727,616
HOME DEPOT INC AT COST 75,777 860,250
INGREDION INC      
INTUITIVE SURGICAL INC AT COST 10,205 509,724
ISHARES COHEN AND STEERS REIT AT COST 334,999 476,167
JOHNSON & JOHNSON COM AT COST 114,918 413,900
JPMORGAN CHASE & CO AT COST 41,718 322,220
LAZARD INTL EQTY PORT-INSTL AT COST 608,701 629,874
MASTERCARD INC CL A AT COST 138,519 856,320
MEDTRONIC PLC AT COST 169,374 220,362
META PLATFORMS INC AT COST 91,278 1,145,916
MICROSOFT CORP AT COST 146,477 2,504,678
NETFLIX INC AT COST 58,294 187,520
NORFOLK SOUTHERN CORP AT COST 44,771 260,137
NOVARTIS AG ADR AT COST 96,035 286,907
NUCOR CORP AT COST 62,474 183,825
PAYPAL HLDGS INC      
PEPSICO INC      
PFIZER INC AT COST 144,441 174,300
PROCTER & GAMBLE CO AT COST 69,829 214,965
SALESFORCE INC AT COST 137,616 675,521
SCHWAB CHARLES CORP AT COST 57,136 225,097
SERVICENOW INC AT COST 106,488 919,140
SHERWIN-WILLIAMS CO AT COST 147,237 437,441
T ROWE PRICE INTL DISC FD INST AT COST 314,947 605,699
THE HERSHEY COMPANY      
TYSON FOODS INC CLASS A      
VALERO ENERGY CORP NEW AT COST 132,904 341,859
VANGUARD SM CAP GROWTH ADM AT COST 193,104 502,014
VERIZON COMMUNICATIONS AT COST 107,335 146,872
VICTORY SMALL CO OPP FUND AT COST 181,290 194,794
VISA INC CL A AT COST 88,451 1,508,053
WALMART INC AT COST 71,151 501,345
WEYERHAEUSER CO REIT      
ZOETIS INC      
KELLANOVA      
BROADCOM INC AT COST 25,114 51,915
EXXON MOBIL CORP AT COST 118,672 189,054
GOLDMAN SACHS EMER MKTS INSIGH AT COST 76,607 93,640
NVIDIA CORP AT COST 61,663 74,600
ISHARES MSCI EMERGING MKTTS EX AT COST 37,137 43,608
AMERICAN ELECTRIC POWER INC AT COST 20,455 20,756
ARISTA NETWORKS INC AT COST 24,401 26,206
ASML HOLDING NV - NY REG SHARE AT COST 25,311 37,445
ATLASSIAN CORP CL A AT COST 19,894 16,214
BLACKSTONE GROUP INC COM (THE) AT COST 26,428 23,121
CANADIAN PACIFIC KANSAS CITY AT COST 183,798 515,410
CUBESMART REIT AT COST 20,792 18,025
DIGITAL REALTY TRUST INC REIT AT COST 26,822 23,207
FASTENAL CO AT COST 23,237 20,065
MONOLITHIC PWR SYS INC AT COST 29,584 36,254
ORACLE CORPORATION AT COST 24,827 19,491
PALO ALTO NETWORKS INC AT COST 18,571 18,420
ROYALTY PHARMA PLC CL A AT COST 22,443 23,184
SNOWFLAKE INC CL A AT COST 22,152 21,936
SPOTIFY TECHNOLOGY SA AT COST 25,810 23,228
SYNOPSYS INC AT COST 25,998 18,789
DATADOG INC CL A AT COST 22,539 20,399

TY 2025 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 14,852 14,852   0


TY 2025 TaxesSchedule
Name:
ALICE KLEBERG REYNOLDS MEYER FOUNDAT A0479800
EIN:
74-2847652
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRIOR YEAR TAX DUE 13,880 0   0
FEDERAL ESTIMATES 23,452 0   0