2024-05-15T14:38:00-05:00 2023-12-31 742752212 MASSEY ITSCHNER & CO PC 820 MAIN STREET SUITE 101 KERRVILLE TX 78028 990PF 2023-01-01 741109626 HAL & CHARLIE PETERSON FOUNDATION & FD MGMT TRUST HAL& 8308962262 P O BOX 293870 KERRVILLE TX 780290870 BRIAN OEHLER TREASURER 8308962262 2024-05-15 1 BRIAN OEHLER 999009999 0 CASEY T MIKESKA P01435690 8302575330 2024-05-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 57763627 X 304 X 423929 423929 950371 950371 503945 9914551 503945 569 569 1879118 1878814 179625 13063 166562 53250 0 53250 44956 1940 43016 15722 0 15722 139709 139709 0 28359 28359 0 23726 0 19443 0 19443 18505 0 18505 523295 183071 316498 1582692 2597611 2105987 183071 2914109 -226869 1695743 96075 19632 19632 189382 107894 189382 189382 3398 25195 25195 53159006 57138343 57138343 856246 469786 399436 386460 386460 4615 4615 4615 53770424 57763627 57763627 1161919 147000 1161919 147000 X 51905209 56869651 703296 746976 52608505 57616627 53770424 57763627 52608505 -226869 5234991 57616627 0 57616627 PUBLICLY TRADED SECURITIES 9679317 9410606 268711 268711 CAPITAL GAIN DISTRIBUTIONS P 235234 235234 235234 503945 23571 0 23571 0 23571 48800 0 0 0 48800 0 25229 23600 1629 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 WWW.HCPETERSONFOUNDATION.ORG HAL & CHARLIE PETERSON FOUNDATION 8308962262 515 JEFFERSON ST KERRVILLE TX 78028 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 T KYLE PRIOUR PO BOX 293870 KERRVILLE TX 78028 PRESIDENT 0.50 6000 0 0 WILLIAM H COWDEN JR PO BOX 293870 KERRVILLE TX 78028 VICE PRES. 0.50 6000 0 0 ERIN MOSTY WOFFORD PO BOX 293870 KERRVILLE TX 78028 DIRECTOR 0.50 1000 0 0 SCOTT PARKER PO BOX 293870 KERRVILLE TX 78028 DIRECTOR 0.50 6000 0 0 JAMES STEHLING PO BOX 293870 KERRVILLE TX 78028 DIRECTOR 0.50 6000 0 0 LYNN LEMEILLEUR PO BOX 293870 KERRVILLE TX 78028 DIRECTOR 0.50 6000 0 0 SCOTT PESCHEL P O BOX 293870 KERRVILLE TX 78028 DIRECTOR 0.50 6000 0 0 AMY BILLEITER P O BOX 293870 KERRVILLE TX 78028 DIRECTOR 0.50 6000 0 0 BRIAN OEHLER P O BOX 293870 KERRVILLE TX 78028 GEN MGR/SECRETARY/TREASURER 40.00 130625 9405 0 RUSTIN K ZUBER P O BOX 293870 KERRVILLE TX 78028 DIRECTOR 0.50 6000 0 0 NANCY RECTOR PO BOX 293870 KERRVILLE TX 78028 ADMINISTRATIVE ASSIS 40.00 53250 1685 0 0 BROADWAY WEALTH MANAGEMENT 1177 NE LOOP 410 SAN ANTONIO TX 78217 INVEST TRUST FEES 139709 0 0 54838502 61404 197536 55097442 0 0 55097442 826462 54270980 2713549 2713549 23571 23571 2689978 0 2689978 0 2689978 2914109 0 2914109 2689978 157292 0 0 2914109 157292 0 0 2689978 66839 0 0 66839 0 0 0 0 0 0 0 66839 66839 BRIAN OEHLER P O BOX 298370 KERRVILLE TX 78028 8308962262 THE FOUNDATION HAS A SPECIFIC GRANT APPLICATION FORM. THIS FORM ASKS FOR THE ORGANIZATIONS NAME, ADDRESS, EMPLOYER IDENTIFICATION NUMBER, PHONE NUMBER AND NAME OF TOP PAID STAFF OR BOARD MEMBER AND TITLE. IT ALSO ASKS FOR THEIR NONPROFIT STATUS, A BRIEF HISTORY OF THE ORGANIZATION, PURPOSE OF THE GRANT THEY ARE APPLYING FOR AND THE GOALS AND RESULTS THEY WANT TO HAPPEN AS A RESULT OF RECEIVING THIS GRANT. THE APPLICANT MUST ALSO ATTACH THEIR MOST RECENT FINANCIAL STATEMENTS, THE LATEST FORM 990 THEY HAVE FILED, THE ORGANIZATIONS BUDGET AND THE BUDGET FOR THE PROJECT TO BE FUNDED BY THIS GRANT. THEY ALSO NEED TO ENCLOSE A LISTING OF THE BOARD MEMBERS, KEY STAFF MEMBERS AND DETAILS OF ANY INDEBTEDNESS THE ORGANIZATION HAS TO ANY OF THE BOARD MEMBERS OR PRINCIPAL EMPLOYEES. THEY MUST ALSO SUBMIT A COPY OF THE LATEST IRS DETERMINATION LETTER. IT THEN MUST BE SIGNED BY THE APPROPRIATE OFFICIALS OF THE ORGANIZATION. APPLICATIONS MUST BE SUBMITTED PRIOR TO MONTHLY BOARD MEETINGS. ORGANIZATION MUST BE A 501(C)(3) OR GOVERNMENTAL AGENCY IN KERR COUNTY OR ADJACENT COUNTIES TO KERR COUNTY, TEXAS (BANDERA, EDWARDS, GILLESPIE, KENDALL, KIMBLE AND REAL). A CHILD'S PLACE LEARNING CENTER 551 MEADOWVIEW KERRVILLE TX 78028 NONE PC GENERAL OPEATING SUPPORT AND HVAC REPLACEMENT 56500 A DOGGIE 4 YOU 1931 BUMP GATE RD PIPE CREEK TX 78063 NONE PC NEW WATER WELL TO REPLACE CURRENT NON-PRODUCING WELL 15000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 200065009 NONE PC GENERAL OPERATING SUPPORT 15000 ANY BABY CAN 217 HOWARD STREET SAN ANTONIO TX 78212 NONE PC DISTIRBUTION OF REESE JOHNSON FUND 450 ART 2 HEART PO BOX 290290 KERRVILLE TX 780290290 NONE PC GENERAL OPERATING SUPPORT 18500 ARTHUR NAGEL COMMUNITY CLINIC INC PO BOX 519 BANDERA TX 78003 NONE PC GENERAL OPERTING SUPPORT 30000 BANDERA FOSTER CLOSET 2422 POLLY PEAK DRIVE BANDERA TX 78003 NONE PC PURCHASE OF NEW FURNISHINGS 5000 BLESSINGS IN A BACKPACK 4121 SHELBYVILLE ROAD LOUSIVILLE KY 40207 NONE PC GENERAL OPERTING SUPPORT 9000 BOYS & GIRLS CLUB OF BANDERA COUNTY PO BOX 3155 BANDERA TX 78003 NONE PC GENERAL OPERTING SUPPORT 25000 BOYS & GIRLS CLUB OF THE TEXAS HILL COUNTRY PO BOX 2307 FREDERICKSBURG TX 786241920 NONE PC GENERAL OPERTING SUPPORT 30000 CENTER POINT AREA HISTORIC PRESERVATION ASSOCIATION PO BOX 98 CENTER POINT TX 78010 NONE PC CONSTRUCTION OF "SILO STYLE" PAVILION 40000 CHRISTIAN MEN'S JOB CORPS OF KERR COUNTY 411 MEADOW VIEW LN KERRVILLE TX 78028 NONE PC GENERAL OPERTING SUPPORT 30000 CHRISTIAN WOMEN'S JOB CORPS OF KERR COUNTY 1140 BROADWAY KERRVILLE TX 78028 NONE PC GENERAL OPERTING SUPPORT 30000 COMFORT GOLDEN AGE CENTER FOUNDATION PO BOX 356 COMFORT TX 78013 NONE PC GENERAL OPERATING SUPPORT 15000 COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY 420 WATER STREET SUITE 108 KERRVILLE TX 78028 NONE PC FUNDING ASSISTANCE TO KERRVILLE PERPETUAL CARE CEMETARY AND NON-PROFIT SUMMIT EVENT ASSISTANCE 10000 FRIO CANYON EMS PO BOX 803 LEAKEY TX 78873 NONE PC CAPITAL CAMPAIGN SUPPORT FOR NEW EMS OPERATIONS CENTER 100000 HABITAT FOR HUMANITY - KERR COUNTY PO BOX 294566 KERRVILLE TX 780294566 NONE PC GENERAL OPERTING SUPPORT 60000 HILL COUNTRY ARTS FOUNDATION PO BOX 1169 INGRAM TX 78025 NONE PC GENERAL OPERTING SUPPORT 10000 HILL COUNTRY CASA PO BOX 290965 KERRVILLE TX 78028 NONE PC FUNDING SUPPORT FOR CONSTRUCTION OF SPACE FOR CHILDREN AND FAMILIES INVOLVED WITH CPS SERVICES 25000 HILL COUNTRY CHRISTIAN COUNSELING CENTER INC 1127 E MAIN STREET SUITE 100 KERRVILLE TX 78028 NONE PC GENERAL OPERTING SUPPORT 50000 HILL COUNTRY DAILIY BREAD MINISTRIES 234 W BANDERA ROAD BOERNE TX 78006 NONE PC GENERAL OPERTING SUPPORT 50000 HILL COUNTRY MISSION FOR HEALTH INC 122 COMMERCE AVENUE BOERNE TX 78006 NONE PC GENERAL OPERTING SUPPORT 50000 HILL COUNTRY REHABILITATION HOUSE 114 TEXAS CIRCLE KERRVILLE TX 78028 NONE PC TO SUPPORT PURCHASE OF KITCHEN APPLICANCES FOR THE MEN'S SOBER LIVING HOME 20000 HILL COUNTRY YOUTH RANCH 3522 JUNCTION HWY INGRAM TX 78025 NONE PC GENERAL OPERTING SUPPORT 100000 HONOR VETERANS NOW 1670 FM 2093 FREDERICKSBURG TX 78624 NONE PC MEAL SUPPORT FOR LOCAL VETERANS 5000 JUNCTION COMMUNITY AFTER SCHOOL PROGRAM & FAMILY CENTER 503 JO LYNN DRIVE JUNCTION TX 76849 NONE PC GENERAL OPERTING SUPPORT 5000 KERR COUNTY 4-H 3655 HWY 27 KERRVILLE TX 78028 NONE PC FUNDING FOR OUTDOOR EDUCATION PROGRAM 10000 KERR COUNTY UNITED WAY (JOHNSON FUND) PO BOX 290561 KERRVILLE TX 78028 NONE PC ANNUAL DISTRIBUTION OF RANDALL & SONJA JOHNSON FUND 450 KERR COUNTY VINCENTENIAN ORGANIZATION 1145 BROADWAY KERRVILLE TX 78028 NONE PC FUNDING TO REPAIR FIRE SPRINKLER SYSTEM 8490 KERR COUNTY YMCA PO BOX 290188 KERRVILLE TX 78029 NONE PC GENERAL OPERTING SUPPORT 50000 KERR COUNTY YOUNG LIFE PO BOX 294771 KERRVILLE TX 78028 NONE PC FUNDING TO SUPPORT SUMMER SCHOOL SCHOLARSHIPS 12000 KERRCONNECT 610D METHODIST ENCAMPMENT RD KERRVILLE TX 78028 NONE PC GENERAL OPERTING SUPPORT 10000 KERRVILLE PETS ALIVE 317 SIDNEY BAKER ST SUITE 400 KERRVILLE TX 78028 NONE PC GENERAL OPERTING SUPPORT 25000 LIGHT ON THE HILL 610 METHODIST ENCAMPMENT RD KERRVILLE TX 78028 NONE PC SUPPORT FOR TRANSITIONAL HOUSING PROGRAM 15000 MEDINA COMMUNITY PUBLIC LIBRARY PO BOX 300 MEDINA TX 78055 NONE PC FUNDING SUPPORT FOR PURCHASE AND INSTALLATION OF ADA APPROVED DOOR OPERATORS 5879 MERCY GATE MINISTRIES 3170 JUNCTION HIGHWAY INGRAM TX 78025 NONE PC SUPPORT FOR DIRECT CARE PROGRAM COSTS 25000 RAINBOW SENIOR CENTER FOUNDATION 17 OLD SAN ANTONIO ROAD BOERNE TX 78006 NONE PC GENERAL OPERTING SUPPORT 25000 RAPHAEL COMMUNITY FREE CLINIC INC PO BOX 291729 KERRVILLE TX 78029 NONE PC GENERAL OPERTING SUPPORT AND VINYRL WRAP SPONSORSHIP 101500 SAN ANTONIO FOOD BANK 5200 ENRIQUE M BARRERA PKWY SAN ANTONIO TX 78227 NONE PC POP UP MARKET FOOD DISTRIBUTION EVENT ASSISTANCE 25000 SCHREINER UNIVERSITY (LANDERS FUND) 2100 MEMORIAL BLVD KERRVILLE TX 78028 NONE PC ANNUAL LANDERS FUND DISTRIBUTION 22500 SCHREINER UNIVERSITY 2100 MEMORIAL BLVD KERRVILLE TX 78028 NONE PC FUNDING FOR NURSING PROGRAM, HILL COUNTRY COLLEGE FUND, AND COMMNUITY SUPPORT 176923 SID PETERSON MEMORIAL HOSPITAL (LAPHAM FUND) 551 HILL COUNTRY DRIVE KERRVILLE TX 78028 NONE PC ANNUAL LAPHAM FUND DISTRIBUTION 10000 SYMPHONY OF THE HILLS ASSOCIATION PO BOX 294703 KERRVILLE TX 780294703 NONE PC 2023 CHILDREN'S ADVENTURE IN MUSIC PROGRAM SUPPORT 7500 TEXAS HERITAGE MUSIC FOUNDATION INC PO BOX 2435 FREDERICKSBURG TX 78624 NONE PC FUND PROGRAM SUPPORT FOR PUBLIC SCHOOLS AND KERRVILLE RESIDENTS 20000 TEXAS HILL COUNTRY HIGHER EDUCATION DEVELOPMENT FOUNDATION 2818 EAST US HIGHWAY 290 FREDERICKSBURG TX 78624 NONE PC GENERAL OPERTING SUPPORT 10000 TEXAS LION'S CAMP PO BOX 290247 KERRVILLE TX 780290247 NONE PC GENERAL OPERTING SUPPORT 50000 TEXAS PUBLIC RADIO 321 W COMMERCE STREET SAN ANTONIO TX 78205 NONE PC GENERAL OPERTING SUPPORT 5000 THE SALVATION ARMY 201 HOLDSWORTH DRIVE KERRVILLE TX 78028 NONE PC SUPPORT FOR 2023 RED KETTLE EVENT 25000 THE ULTIMATE GIFT OF LIFE PO BOX 295071 KERRVILLE TX 78028 NONE PC GENERAL OPERTING SUPPORT 6000 YES CENTER OF THE FIRST PREBYTERIAN CHURCH 100 WITHERSPOON STREET LOUISVILLE KY 40202 NONE PC GENERAL OPERTING SUPPORT 15000 1465692 BIG BROTHERS BIG SISTERS OF SOUTH TEXAS INC 10843 GULFDALE SAN ANTONIO TX 78216 NONE PC GENERAL OPERTING SUPPORT 12000 HILL COUNTRY DISTRICT JUNIOR LIVESTOCK SHOW ASSOCIATION PO BOX 291217 KERRVILLE TX 78029 NONE PC PURCAHSE OF EQUIPMENT, BACKDROPS, AND SCALES 20000 KERR ARTS AND CULTURAL CENTER INC PO BOX 293634 KERRVILLE TX 78029 NONE PC PURCAHSE OF AUDIO/VIDEO EQUIPMENT 10000 KERR COUNTY CHRISTIAN ACTION COUNCIL PO BOX 291832 KERRVILLE TX 78029 NONE PC OPERATING SUPPORT 50000 SIGHT SAVERS AMERICA 337 BUSINESS CIRCLE PELHAM AL 35124 NONE PC GENERAL OPERTING SUPPORT 25000 117000 14 423929 14 950371 15 569 18 503945 0 1878814 0 1878814 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 14550 0 14550 ADP FEES 1172 0 1172 TELEPHONE EQUIPMENT 1998-07-15 3736 3736 SL 5.000000000000 0 0 LANDSCAPE IMPROVMENTS 2002-06-01 12800 12800 SL 10.000000000000 0 0 OFFICE BUILDING 1998-10-01 586358 355480 SL 40.000000000000 14659 0 OFFICE FURNITURE 2006-12-01 2432 2432 SL 10.000000000000 0 0 2 DELL COMPUTERS 2013-11-01 3441 3441 SL 3.000000000000 0 0 SECURITY ALARM EQUIPMENT 1998-08-31 1827 1827 SL 5.000000000000 0 0 FILE CABINETS 1998-10-15 1120 1120 SL 10.000000000000 0 0 IPADS 2015-01-01 4621 4621 SL 3.000000000000 0 0 SHARP TV - BOARDROOM 2015-06-01 2085 2085 SL 3.000000000000 0 0 OFFICE FURNITURE 1998-06-30 2300 2300 SL 10.000000000000 0 0 SHARP IMAGER 2008-12-31 7112 7112 SL 5.000000000000 0 0 PERGOLA 2014-08-01 22548 18979 SL 10.000000000000 2255 0 WOOD FLOORING 2014-07-01 12734 10822 SL 10.000000000000 1273 0 LAND - JEFFERSON STREET 1997-07-21 130607 L 0 0 LANDSCAPE IMPROVMENTS 2019-05-01 19825 7271 SL 10.000000000000 1983 0 SHARP MX-3071 IMAGER 2019-08-01 6060 4141 SL 5.000000000000 1212 0 IPAD PRO (8) 2020-01-01 7832 7832 SL 3.000000000000 0 0 BOARD TABLE CHAIRS 2022-12-01 7308 61 SL 10.000000000000 731 0 CONFERENCE TABLE 2023-03-21 21500 SL 10.000000000000 1613 0 PERMANENT INVESTMENT FUND 56391368 56391368 LAPHAM FUND 226592 226592 LANDERS MEMORIAL FUND 500555 500555 R & S JOHNSON FUND 9914 9914 REESE JOHNSON FUND 9914 9914 TELEPHONE EQUIPMENT 3736 3736 0 LANDSCAPE IMPROVMENTS 12800 12800 0 OFFICE BUILDING 586358 370139 216219 OFFICE FURNITURE 2432 2432 0 2 DELL COMPUTERS 3441 3441 0 SECURITY ALARM EQUIPMENT 1827 1827 0 FILE CABINETS 1120 1120 0 IPADS 4621 4621 0 SHARP TV - BOARDROOM 2085 2085 0 OFFICE FURNITURE 2300 2300 0 SHARP IMAGER 7112 7112 0 PERGOLA 22548 21234 1314 WOOD FLOORING 12734 12095 639 LAND - JEFFERSON STREET 130607 0 130607 LANDSCAPE IMPROVMENTS 19825 9254 10571 SHARP MX-3071 IMAGER 6060 5353 707 IPAD PRO (8) 7832 7832 0 BOARD TABLE CHAIRS 7308 792 6516 CONFERENCE TABLE 21500 1613 19887 ROYALTY INTERESTS 4615 4615 4615 COMMUNICATIONS EXPENSE 3510 0 3510 DUES & SUBSCRIPTIONS 1417 0 1417 EQUIPMENT MAINTENANCE 519 0 519 INSURANCE 6653 0 6653 MISCELLANEOUS 2190 0 2190 OFFICE EXPENSE 4216 0 4216 OIL ROYALTY 569 569 569 INCREASE IN MARKET VALUE OF INVESTMENTS 5234991 INVESTMENT TRUST FEES 139709 139709 0 AD VALOREM TAXES 31 31 0 EXCISE TAXES 23994 23994 0 FOREIGN TAX ON DIVIDENDS 4240 4240 0 ROYALTY PRODUCTION TAXES 94 94 0