2025-02-11T10:01:15-06:00 2024-10-31 990 2023-11-01 746148706 ALICE L KERR PRICE CHAR TR F0145500 PRIC 2102204623 P O BOX 2950 TAX DEPT FLOOR 5 SAN ANTONIO TX 782992950 FROST BANK TRUSTEE 2102204623 2025-01-14 true 2023 2025-03-06 01:10:19Z NATHAN DOTY 111 W HOUSTON SAN ANTONIO TX 78205 752756 false X N/A X 1967 TX THE TRUST WAS CREATED TO BENEFIT THREE CHARITITES: HILLTOP HAVEN CHRISTIAN CARE CENTER, SOUTHWESTERN UNIVERSITY AND WARM SPRINGS REHABILITATION FOUNDATION. FOR PURPOSES OF FORM 990 THE ORGANIZATION WILL REFER TO THE FROST BANK THE TRUSTEE FOR THE ALICE KERR PRICE CHARITABLE TRUST. 0 0 0 0 0 0 0 91037 222697 10975 13331 102012 236028 145077 60844 0 27251 28456 0 0 3171 3221 175499 92521 -73487 143507 2063135 2206642 0 0 2063135 2206642 X THE TRUST WAS CREATED TO BENEFIT THREE CHARITITES: HILLTOP HAVEN CHRISTIAN CARE CENTER, SOUTHWESTERN UNIVERSITY AND WARM SPRINGS REHABILITATION FOUNDATION. FOR PURPOSES OF FORM 990 THE ORGANIZATION WILL REFER TO THE FROST BANK THE TRUSTEE FOR THE ALICE KERR PRICE CHARITABLE TRUST. false false 20282 20282 HILLTOP HAVEN 20282 20282 SOUTHWESTERN UNIVERSITY 20280 20280 WARM SPRINGS FOUNDATION 60844 true false false false false false false false false true false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 true 0 false false false false false false false false false false false false false X 0 0 false false false false false false false true true false false true true true true true true false false false X FROST WEALTH ADVISORS 2102204623 111 W HOUSTON ST SAN ANTONIO TX 78205 DEBBIE BROEMS TRUSTEE X 28456 0 0 28456 0 0 false false false 72648 72648 13331 13331 666777 516728 150049 150049 150049 236028 150049 85979 60844 60844 28456 14228 14228 0 0 0 1350 675 675 ROYALTY FEES OTHER ROYALTY EXP PRODUCTION TAXES 1871 1210 661 92521 76957 15564 0 748 0 55449 70046 2006938 2136596 2063135 2206642 0 0 X 2063135 2206642 2063135 2206642 2063135 2206642 143507 X false false false X X 3 HILLTOP HAVEN 750859664 7 true 20282 0 SOUTHWESTERN UNIVERSITY 741233796 6 true 20282 0 WARM SPRINGS REHAB FDN 741109731 7 true 20180 0 3 60744 0 true false false false false false false false false false false false false false false true false true 0 0 78723 78159 78723 78159 0 16114 16770 14300 14903 48309 46486 2166499 2373968 121359 75169 60228 36712 2348086 2485849 0 0 2348086 2485849 35221 37288 2312865 2448561 80950 85700 0 80950 85700 48309 41063 80950 80950 0 80950 60844 0 11915 0 0 0 72759 72759 80950 0.899 80950 0 0 0 0 0 73581 73581 0 73581 0 0 72759 0 7369 65390 0 0 65390 0 0 0 0 65390 2 THE ORGANIZATION MAINTAINS A CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY PARTICIPATING IN REGULAR COMMUNICATIONS. THE RE IS A WORKING RELATIONSHIP BETWEEN THE TRUSTEE AND AN OFFICER OF THE SUPPORTED ORGANIZATION. THE TRUSTEE IS RESPONSIVE TO THE NEEDS OF THE SUPPORTED ORGANIZATION. 3 THE SUPPORTED ORGANIZATION PARTICIPATES IN REGULAR COMMUNICATIONS WITH THE TRUSTEE OF THE ORGANIZATION REGARDING THE SUPPORTED ORGANIZATION' S PROJECTED NEEDS. THE SUPPORTED ORGANIZATIONS CAN PROVIDE SUGGESTIONS TO THE TRUSTEE REGARDING THE ORGANIZATION'S USE OF ASSETS, INCLUDING TIMING OF GRANTS AND MANNER OF MAKING GRANTS. 3.1 IN ADDITION, THE TRUSTEE REGULARLY COMMUNICATES WITH THE SUPPORTED ORG ANIZATIONS REGARDING INVESTMENTS, DISTRIBUTION PLANS AND OTHER SIMILAR MATTERS. 2063135 236028 60844 31677 2206643 2136623 102010 145077 30421 2063135 2205228 76405 114591 30419 2136623 2167643 110284 40007 30777 2205228 2162231 82336 51881 26187 2167643 1.00000 false false EXPLANATION FOR SCHEDULE D, PART V, LINE 4 THE TRUST WAS CREATED TO BENEFIT THREE CHARITIES: HILLTOP HAVEN CHRISTIAN CARE CENTER, SOUTHWESTERN UNIVERSITY AND WARM SPRINGS REHABILITATION FOUNDATION true HILLTOP HAVEN P O BOX 38 GUNTER TX 78058 750859664 20282 FUND THE CHARITABLE ACTIVITES OF THE BENEFICIARY SOUTHWESTERN UNIVERSITY P O BOX 770 GEORGETOWN TX 786270700 741233796 20282 FUND THE CHARITABLE ACTIVITIES OF THE BENEFICIARY WARM SPRINGS FOUNDATION TEXAS REHAB CENTER 909 N E LOOP 410 SUITE 500 SAN ANTONIO TX 78209 741109731 20280 FUND THE CHARITABLE ACTIVITIES OF THE BENEFICIARY EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 TRUST OFFICERS DISCUSS ORGANIZATIONS NEEDS AND DISPOSITION OF FUNDS AT LEAST ANNUALLY EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a AS SOLE TRUSTEE, FROST BANK MAKES FINAL DECISIONS FOR THE TRUST. THERE ARE NO MEMBERS OF THE GOVERNING BODY. ACTIONS AND DECISIONS FOR THE TRUST ARE DOCUMENTED AS REQUIRED BY BANK POLICY. BENEFICIARY ORGANIZATIONS MAY ENFORCE THE FIDUCIARY OBLIGATIONS OF THE TRUSTEE UNDER STATE LAW. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW TAX RETURN IS REVIEWED BY THE TAX PREPARER AND ADMINISTRATOR AS PRESCRIBED BY BANK POLICY EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c OFFICERS AND DIRECTORS MUST REPORT ANNUALLY ACTIONS THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. MANAGEMENT, INTERNAL AND EXTERNAL, CONSTANTLY MONITOR FOR CONFICTS OF INTEREST FORM 990, PAGE 6, PART VI, LINE 18 COPIES OF FORM 1023, TRUST GOVERNING DOCUMENTS, TAX RETURNS, AND FINANCIAL REPORTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. A COPY OF THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 TRUST DOCUMENTS, TAX RETURNS AND TRUST OPERATIONAL POLICIES INCLUDING CONFLICT OF INTEREST ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.