2024-11-14T16:07:48-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990PF 2023-01-01 206812519 NANCY SMITH HURD FOUNDATION NANC 2102836695 1177 N E LOOP 410 SAN ANTONIO TX 78209 JANE PHIPPS TRUSTEE CHAIR 2102836695 2024-11-14 1 1 KIRBY ROSS P00298143 4055949200 2023 2024-10-15 13:58:12Z X 110932008 X X 2424039 2069254 2060691 49908956 2060691 2753804 425049 7238534 4554994 0 0 0 21886 21886 0 15708 15708 0 324203 324203 0 27740 27740 0 61649 61649 151769 151769 0 602955 602955 0 4068780 4068780 4671735 602955 4068780 2566799 3952039 3260957 4314815 4241046 3055 3055 3055 3055 2144728 2192488 1989550 40075651 40949599 60483963 7446359 5808637 5368005 347950 347950 949874 22379791 37896515 37896515 75658491 91513059 110932008 0 0 X 75658491 91513059 75658491 91513059 75658491 91513059 75658491 2566799 13366209 91591499 78440 91513059 PUBLICLY TRADED SECURITIES - BNB #3842 739642 768165 -28523 -28523 PUBLICLY TRADED SECURITIES - BNB #3842 9580264 8387430 1192834 1192834 PUBLICLY TRADED SECURITIES - BNB #3844 172372 182440 -10068 -10068 PUBLICLY TRADED SECURITIES - BNB #3844 779685 692833 86852 86852 PUBLICLY TRADED SECURITIES - BNB #3842 3421 2400 1021 1021 PUBLICLY TRADED SECURITIES - BNB #3842 202168 160102 42066 42066 PUBLICLY TRADED SECURITIES - BNB #3842 9352 6497 2855 2855 SALE OF HURD INVESTMENT PARTNERSHIP P 3558979 2815267 743712 743712 SALE OF HURD ENTERPRISE PARTNERSHIP P 33316206 34816910 -1500704 -1500704 SALE OF TIOS PARTNERSHIP P 1021330 16221 1005109 1005109 CAPITAL GAINS DIVIDENDS P 525537 525537 525537 2060691 54933 0 54933 0 54933 64051 0 20000 0 84051 0 29118 29118 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 SEE STATEMENT 16 THE ORGANIZATION 2102836695 1177 N E LOOP 410 SAN ANTONIO TX 78209 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD J SCHROEDER C/O BROADWAY BANK 1177 NE LOOP 410 SAN ANTONIO TX 78209 TRUSTEE 1.00 0 0 0 MARK THORNTON C/O BROADWAY BANK 1177 NE LOOP 410 SAN ANTONIO TX 78209 TRUSTEE 1.00 0 0 0 LINDA P CAMP C/O BROADWAY BANK 1177 NE LOOP 410 SAN ANTONIO TX 78209 TRUSTEE 1.00 0 0 0 SUZANNE GOUDGE C/O BROADWAY BANK 1177 NE LOOP 410 SAN ANTONIO TX 78209 TRUSTEE 1.00 0 0 0 JANE PHIPPS C/O BROADWAY BANK 1177 NE LOOP 410 SAN ANTONIO TX 78209 TRUSTEE/CHAIR 1.00 0 0 0 HERBERT W HILL JR C/O BROADWAY BANK 1177 NE LOOP 410 SAN ANTONIO TX 78209 TRUSTEE 1.00 0 0 0 LORA WATTS C/O BROADWAY BANK 1177 NE LOOP 410 SAN ANTONIO TX 78209 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 58196431 1888514 25129773 85214718 0 0 85214718 1278221 83936497 4196825 4196825 54933 85274 140207 4056618 0 4056618 0 4056618 4068780 0 4068780 4056618 4063524 0 0 4068780 4063524 0 0 5256 0 0 0 0 0 0 0 0 4051362 0 0 0 BROADWAY BANK 1177 NE LOOP 410 SAN ANTONIO TX 78209 2102836500 APPLICATIONS SHOULD BE SUBMITTED AT THE WEB ADDRESS LISTED IN STATEMENT 15. MARCH 31 FOR MAY DECISIONS AND SEPTEMBER 30 FOR NOVEMBER DECISIONS. GRANTS ARE DIRECTED TO 501(C)(3) ORGANIZATIONS WHICH FALL WITHIN THE PRINCIPAL CHARITABLE PURPOSES OF THE FOUNDATION. THE FOUNDATION SUPPORTS PROGRAMS THAT IMPROVE EDUCATION, HEALTH, FAMILY WELL-BEING, ARTS, CULTURE, AND ANIMAL WELFARE. 1HOPE FOR KIDS INC 11550 W INTERSTATE 10 STE 255 SAN ANTONIO TX 78230 PC RECRUIT, SCREEN, AND TRAIN FOSTER FAMILIES 100000 AGARITA CHAMBER PLAYERS 117 INSLEE AVE SAN ANTONIO TX 78209 PC USED TO GROW AGARITA'S CAPACITY AND EXPAND PROGRAMMING THROUGH GOALS IN OUR MOST RECENT STRATEGIC PLAN (FY24-FY26) 100000 AID THE SILENT 8126 BROADWAY ST SAN ANTONIO TX 78209 PC TOWARDS THE OVERALL CAPITALCAMPAIGN AND RENOVATIONS 100000 ALAMO PUBLIC TELECOMMUNICATIONS COUNCIL (DBA KLRN) 501 BROADWAY ST SAN ANTONIO TX 79556 PC MIGRATE TO A NEW BROADCAST STANDARD 100000 AUTISM SERVICE CENTER OF SAN ANTONIO (DBA AUTISM COMMUNITY NETWORK) 4242 WOODCOCK DR STE 101 SAN ANTONIO TX 78228 PC AUTISM COMMUNITY NETWORK'S BUTTERFLY EFFECT CAPITAL CAMPAIGN 100000 AVANCE - SAN ANOTNIO 903 BILLY MITCHELL BLVD SUITE 103 SAN ANTONIO TX 78226 PC RENOVATE A MODULAR BUILDING 100000 AVANCE - SAN ANOTNIO 903 BILLY MITCHELL BLVD SUITE 103 SAN ANTONIO TX 78226 PC TO HONOR JANE PHIPPS, A NSHF TRUSTEE 10000 BE KIND SAN ANTONIO INC P O BOX 6494 SAN ANTONIO TX 75207 PC IN HONOR OF MARK THORNTON, A NSHF TRUSTEE 10000 BE KIND SAN ANTONIO INC P O BOX 6494 SAN ANTONIO TX 75207 PC IN HONOR OF LINDA CAMP, A NSHF TRUSTEE 10000 BEXAR LAND TRUST AKA GREEN SPACES ALLIANCE OF SOUTH TEXAS 108 EAST MISTLETOW SAN ANTONIO TX 78212 PC IN HONOR OF MARK THORNTON, A NSHF TRUSTEE TO BE USED FOR PICTURE YOUR WORLD PHOTOGRAPHY PROGRAM 10000 BIG BROTHERS BIG SISTERS OF SOUTH TEXAS INC 10843 GULFDALE ST SAN ANTONIO TX 78216 PC IMPACT BEXER COUNTY YOUTH ALONG WITH STAFF, MENTOTING AND OUTREACH 150000 CHILDREN'S ASSOCIATION FOR MAXIMUM POTENTIAL (CAMP) PO BOX 27086 SAN ANTONIO TX 78227 PC RECREATIONAL OPPORTUNITIES FOR DISABLED. CRITICAL RESPITE FOR CAREGIVERS & EDUCATIONAL OPPORTUNITIES HS STUDENTS & HEALTH CARE PROFESSIONALS 100000 CHRIST EPISCOPAL CHURCH 510 BELKNAP SAN ANTONIO TX 78212 PC TO HONOR HERB HILL A NSHF TRUSTEE, TO BE USED FOR OUTREACH AND FOOD PANTRY 10000 CHRISTIAN ASSISTANCE MINISTRY 110 MCCULLOUGH AVE SAN ANTONIO TX 78215 PC CAMS UNSHELTERED STREET HOMELESS INITIATIVE 150000 CHRISTIAN ASSISTANCE MINISTRY 110 MCCULLOUGH AVENUE SAN ANTONIO TX 78215 PC IN HONOR OF LINDA CAMP, A NSHF TRUSTEE 10000 CHRISTUS CHILDREN'S FOUNDATION PO BOX 1661 SAN ANTONIO TX 78216 PC SUPPORT TWO YEARS OF SALARY FOR THE EPILEPSY PROGRAM MANAGER AND SUPPORT FOR COMMUNITY OUTREACH PROGRAMMING. 150000 COMMUNITIES IN SCHOOLS OF SAN ANTONIO 1045 CHEEVER BLVD SUITE 201 SAN ANTONIO TX 78217 PC GENERAL OPERATING 100000 DAILY BREAD MINISTRIES 3559 BELGIUM LANE SAN ANTONIO TX 78219 PC USED TO GROW DBM'S FOOD PROGRAM 100000 DISCOVERY CAMPS INC (FORMERLY VISIONWORKS INC) PO BOX 692153 SAN ANTONIO TX 78269 PC GENERAL OPERATING 100000 DOWN SYNDROME ASSOCIATION OF SOUTH TEXAS (DSASTX) 1127 PATRICIA SAN ANTONIO TX 78213 PC PROGRAM & OPERATIONAL FUNDING 100000 GIRL SCOUTS OF SOUTH TEXAS 811 N COKER LOOP SAN ANTONIO TX 78216 PC TO HONOR SUZANNE GOUDGE, A NSHF TRUSTEE 10000 GREAT SPRINGS PROJECT PO BOX 12331 AUSTIN TX 78701 PC TOWARDS GENERAL OPERATING SUPPORT IN BEXAR COUNTY 100000 GUARDIAN HOUSE 1818 SAN PEDRO AVE SAN ANTONIO TX 78212 PC FUND OUR COUNSELING CENTER 150000 HABITAT FOR HUMANITY OF SAN ANTONIO 311 PROBANDT SAN ANTONIO TX 78204 PC TO MAKE A SIGNIFICANT INVESTMENT IN HABITAT'S FLEET OF TRUCKS & TRAILERS 150000 HAVEN FOR HOPE OF BEXAR COUNTY 1 HAVEN FOR HOPE WAY SAN ANTONIO TX 78207 PC HELP MEET THE BASIC SHELTER AND HOUSING NEEDS OF FAMILIES EXPERIENCING HOMELESSNESS 100000 I CARE SAN ANTONIO 1 HAVEN FOR HOPE WAY SAN ANTONIO TX 78217 PC SUPPORT THE $7.3 MILLION CAPITAL CAMPAIGN TO ESTABLISH A CENTER OF VISIONARY EXCELLENCE 100000 IMPACT SAN ANTONIO 24165 IH-10 WEST SUITE 217-462 SAN ANTONIO TX 78257 PC TO HONOR LORA WATTS, A NSHF TRUSTEE, TO BE USED TO HELP FUND INITIATIVES (OPERATING/MARKETING) SUPPORTING THE 20TH ANNIVERSARY CELEBRATION 10000 LOS COMPADRES DE SAN ANTONIO MISSIONS NATIONAL HISTORICAL PARK DBA MISSION HERITAGE PARTNERS PO BOX 14704 SAN ANTONIO TX 78214 PC MATCH FUNDS FOR A SIGNIFICANT PROJECT TO BENEFIT LOCAL RESIDENTS AND VISITORS, FULLY PAVING THE EXISTING SANJUAN ACEQUIA TRAIL 100000 LOW VISION RESOURCE CENTER 1250 NE LOOP 410 SUITE 800 SAN ANTONIO TX 78209 PC SERVE AS MATCHING FUNDS TOWARDS OUR CAMPAIGN 100000 MAGDALENA HOUSE PO BOX 692041 SAN ANTONIO ID 78212 PC HELP CONSTRUCT A 6,830 SQ. FT. FAMILY EMPOWERMENT CENTER 100000 MEALS ON WHEELS SAN ANTONIO 2718 DANBURY STREET SAN ANTONIO TX 78217 PC TO HONOR JANE PHIPPS, A NSHF TRUSTEE, TO BE USED FOR THE ANIMAL MEALS PROGRAM ONLY 10000 MORNINGSIDE MINISTRIES 7550 W INTERSTATE 10 STE 210 SAN ANTONIO TX 78229 PC BUILD FOUR GREEN HOUSE HOMES TO REPLACE OUR OUTDATED, INSTITUTIONAL NURSING FACILITY 150000 MUSICAL BRIDGES 23705 IH- 10 WEST SUITE 101 SAN ANTONIO TX 78257 PC TO HONOR LORA WATTS, A NSHF TRUSTEE, TO BE USED FOR GENERAL OPERATING 10000 NATIONAL AUDUBON SOCIETY INC DBA MITCHELL LAKE AUDUBON CENTER 10750 PLEASANTON ROAD SAN ANTONIO TX 78221 PC THE EXPANSION OF NATURE-BASED EDUCATIONAL OPERATIONS AND PROGRAMS AND EXTEND THE EDUCATION INTERN POSITION 100000 NATIONAL WESTERN ART FOUNDATION DBA THE BRISCOE WESTERN ART MUSEUM 210 W MARKET ST SAN ANTONIO TX 78205 PC UPGRADE THE MUSEUM'S TECHNOLOGICAL INFRASTRUCTURE 100000 NATIONAL WESTERN ART FOUNDATION DBA THE BRISCOE WESTERN ART MUSEUM 210 W MARKET STREET SAN ANTONIO TX 78205 PC TO HONOR HERB HILL, A NSHF TRUSTEE 10000 PROJECT MEND 5015 WURZBACH ROAD SAN ANTONIO TX 78238 PC EXPAND CAPACITY 100000 REMEMBER THE ALAMO FOUNDATION 321 ALAMO PLAZA STE 212 SAN ANTONIO TX 78205 PC UPGRADE THE MUSEUM'S TECHNOLOGICAL INFRASTRUCTURE 100000 RONALD MCDONALD HOUSE CHARITIES OF SAN ANTONIO 4847 CHARLES KATZ DRIVE SAN ANTONIO TX 78229 PC CAPITAL CAMPAIGN TO REPAIR OUR RONALD MCDONALD HOUSE LOCATED ON SID KATZ 100000 SA CHRISTIAN HOPE RESOURCE CENTER INC DBA SA HOPE CENTER P O BOX 780904 SAN ANTONIO TX 78237 PC IN HONOR OF LINDA CAMP, A NSHF TRUSTEE 10000 SA CHRISTIAN HOPE RESOURCE CENTER INC DBA SA HOPE CENTER P O BOX 780904 SAN ANTONIO TX 78237 PC TO BE USED FOR THE MABEE FOUNDATION MATCHING GRANT FOR THE CAPITAL CAMPAIGN FOR NEW CAMPUS 100000 SAN ANTONIO CHILDREN'S MUSEUM DBA THE DOSEUM 2800 BROADWAY SAN ANTONIO TX 78209 PC TO HONOR SUZANNE GOUDGE, A NSHF TRUSTEE 10000 SAN ANTONIO HOMEOWNERSHIP CORPORATION 818 S FLORES ST SAN ANTONIO TX 78204 PC NARROW THE DIGITAL DIVIDE FOR HOUSING ASSISTANCE RECIPIENTS THROUGH THREE DIGITAL EQUITY COMPONENTS:1. ACCESS TO INTERNET - COMMUNITY ROOM COMPUTERS PROVIDE ACCESS TO THE INTERNET FOR RESIDENTS AND RESIDENTS WHO COMPLETE DIGITAL LITERACY CLASSES ARE ASSISTED WITH ACP REGISTRATION2. DIGITAL LITERACY - CONNECT HOME SA PROGRAM ALLOWS RESIDENTS TO COMPLETE A DIGITAL LITERACY COURSE AND PASS WITH AN 85% OR GREATER3. ACCESS TO DEVICES - COMMUNITY ROOM COMPUTERS AND GRADUATES RECEIVE DEVICES 148780 SAN ANTONIO RIVER FOUNDATION PO BOX 830045 SAN ANTONIO TX 78212 PC SUPPORT THE OPERATIONS OF THE SAN ANTONIO RIVER FOUNDATION 100000 SAN ANTONIO ZOOLOGICAL SOCIETY 39030 N ST MARYS ST SAN ANTONIO TX 78212 PC IN HONOR OF MARK THORNTON, A NSHF TRUSTEE TO BE USED FOR CONSERVATION AND RESEARCH 10000 SANTA ROSA CHILDRENS HOPSITAL FOUNDATION 333 N SANTA ROSA ST SAN ANTONIO TX 78207 PC IN MEMORY OF GERRY MCGARRAUGH, A FORMER NANCY SMITH HURD FOUNDATION TRUSTEE 10000 SOUTH TEXAS BLOOD AND TISSUE FOUNDATION 6211 IH 10 WEST SAN ANTONIO TX 78201 PC TO HONOR LORA WATTS, A NSHF TRUSTEE, TO BE USED FOR THE COMPLETION OF THE HELIPAD ENHANCEMENTS 10000 TEACH FOR AMERICA SAN ANTONIO 1443 S ST MARYS ST SAN ANTONIO TX 78210 PC TOWARDS SCHOOL YEAR 2023-24 COSTS RELATED TO THE IGNITE FELLOWSHIP 100000 THE CHILDREN'S SHELTER 2939 W WOODLAWN AVENUE SAN ANTONIO TX 78228 PC TO HONOR HERB HILL, A NSHF TRUSTEE 10000 THE HOLDSWORTH CENTER 4907 RANCH ROAD 2222 AUSTIN TX 78731 PC USED TO SUPPORT EAST CENTRAL ISDS PARTICIPATION IN THE MULTI-YEAR HOLDSWORTH PARTNERSHIP 100000 THE MULTI-ASSISTANCE CENTER AT MORGAN'S WONDERLAND 5210 THOUSAND OAKS DR SAN ANTONIO TX 78233 PC FUND A PORTION OF OUR PHASE II AMBULATORY SURGICAL CENTER (ASC), IMAGING, DENTAL, AND EYE CARE BUILD-OUT 100000 THE UNIVERSITY OF TEXAS AT SAN ANTONIO 9011 MOUNTAIN RDG DRIVE SUITE 150 AUSTIN TX 78759 PC SECURE HOUSING FOR STUDENTS WITH EXPERIENCES IN FOSTER CARE PURSUING A COLLEGE DEGREE. STUDENTS CAN CHOOSE TO LIVE IN UTSA OR A&M SAN ANTONIO DORMS OR IN APARTMENTS FACILITATED BY THRU PROJECT AND UTSAS HOUSING FIRST DEGREE 100000 UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY 700 S ALAMO ST SAN ANTONIO TX 78205 PC IN HONOR OF JANE PHIPPS, A NSHF TRUSTEE, TO BE USED FOR THE MASTER LEADERSHIP PROGRAM 10000 UNIVERSITY OF INCARNATE WORD 4301 BROADWAY SAN ANTONIO TX 78209 PC TO HONOR SUZANNE GOUDGE, A NSHF TRUSTEE, TO BE USED 10000 VILLA FINALE MUSEUM & GARDEN 401 KING WILLIAM STREET SAN ANTONIO TX 78204 PC TO HONOR EDWARD SCHROEDER, A NSHF TRUSTEE 30000 4068780 0 14 2424039 14 2753804 18 2060691 0 7238534 0 7238534 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15708 15708 0 WEBSITE ADDRESS FORM 990-PF, PART VII-A, LINE 13 HTTPS://BROADWAY.BANK/WEALTH-MANAGEMENT/FOUNDATION-GRANTS-MANAGEMENT/NANCY-SMITH-HURD-FOUNDATION CORPORATE BONDS 5808637 5368005 SECURITIES 40949599 60483963 0 0 2192488 1989550 MINERAL INTEREST FMV 347950 949874 LEGAL FEES 21886 21886 0 HURD ENTERPRISES, LTD 32996487 HURD INVESTMENTS, LTD 2733358 TIOS PRODUCTION COMPANY, LTD 16155 UNREALIZED GAIN/(LOSS) ON PARTNERSHIP INVESTMENTS -13366209 0 0 REDEMPTION RECEIVEABLE - HE LTD 33316206 33316206 REDEMPTION RECEIVEABLE - TIOS 1021330 1021330 REDEMPTIONS RECEIVEABLE (SECURITIES) - HI LTD 3558979 3558979 OTHER ADJUSTMENTS 78440 INSURANCE 2741 2741 0 ROYALTY EXPENSES 43856 43856 0 PORTFOLIO DEDUCTIONS 85679 85679 0 CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH 1711 1711 0 OTHER DEDUCTIONS FROM PASSTHROUGH 11327 11327 0 INVESTMENT INTEREST EXPENSE - HURD ENTERPRISES 6455 6455 0 ROYALTY INCOME 218853 218853 218853 ROYALTY INCOME - HURD ENTERPRISES 183002 183002 183002 ROYALTY INCOME - HURD INVESTMENTS, LTD 21 21 21 MISCELLANEOUS INCOME - INVESTMENTS 16987 16987 16987 OTHER INCOME - HURD ENTERPRISES 5780 5780 5780 OTHER TAX EXEMPT INCOME - HURD ENTERPRISES -5374 0 -5374 OTHER PORTFOLIO INCOME - HURD INVESTMENTS 2502 2502 2502 OTHER INCOME - HURD INVESTMENTS -2134 -2134 -2134 ORDINARY INCOME - HURD ENTERPRISES 4445998 0 4445998 IDC - HURD ENTERPRISES -2058447 0 -2058447 ORDINARY INCOME - HURD INVESTMENTS -18436 0 -18436 OTHER RENTAL INCOME - HURD ENTERPRISES 33971 0 33971 RENTAL REAL ESTATE INCOME - HURD ENTERPRISES -68576 0 -68576 RENTAL REAL ESTATE INCOME - HURD INVESTMENTS -411 0 -411 RENTAL REAL ESTATE INCOME - TIOS PRODUCTION CO. 30 0 30 ROYALTY INCOME - TIOS PRODUCTION CO 38 38 38 UNREALIZED GAINS FROM SALE OF PARTNERSHIPS 13366209 INVESTMENT MANAGEMENT FEES 324203 324203 0 FOREIGN TAXES 27740 27740 0