2024-05-06T10:52:00-07:00 2023-12-31 200537292 T David Phillip CPA PC 409 E San Antonio Avenue Boerne TX 78006 990PF 2023-01-01 472442405 Judy Calder Foundation JUDY 8307554639 27338 Toutant Beauregard Rd Boerne TX 78006 Patricia Calder Trustee 8307554639 2024-05-06 true Patricia Calder XXX-XX-XXXX true T David Phillip P00333930 8302481075 2024-05-06 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 6320580 X X 206554 206554 4678 2153466 4678 0 0 1345 1345 212577 212577 0 33000 0 0 900 900 1233 1233 0 46417 46099 81550 48232 0 370000 370000 451550 48232 370000 -238973 164345 0 7032 11054 11054 470687 385078 385078 0 0 0 5623066 5471357 5924448 0 4801 0 0 6105586 5867489 6320580 0 0 0 876 0 876 X 6105586 5866613 6105586 5866613 6105586 5867489 6105586 -238973 5866613 5866613 Capital Gain Distributions P 2022-12-31 2023-12-31 25012 0 0 25012 0 0 0 25012 MFS Value Fund P 2022-09-14 2023-08-11 58652 0 58930 -278 0 0 0 -278 Fidelity Emerging Markets Index P 2019-07-24 2023-08-11 5997 0 6357 -360 0 0 0 -360 FlexShares Global Upstream Natural Resources P 2022-08-08 2023-08-11 2394 0 2382 12 0 0 0 12 Frost Credit Fund P 2017-12-29 2023-08-11 1667 0 1831 -164 0 0 0 -164 Frost Low Duration Bond Fund P 2017-12-29 2023-08-11 605580 0 643452 -37872 0 0 0 -37872 Frost Total Return Bond Fund P 2017-12-29 2023-08-11 821877 0 919762 -97885 0 0 0 -97885 Ishares MSCI Eafe ETF P 2022-08-08 2023-08-11 15760 0 14387 1373 0 0 0 1373 Ishares S&P 500 Stock Index Fund P 2017-12-29 2023-08-11 79239 0 48139 31100 0 0 0 31100 John Hancock Disciplined Value Mid Cap P 2017-12-29 2023-08-11 14235 0 12460 1775 0 0 0 1775 MFS Value Fund P 2017-12-29 2023-08-11 496340 0 416781 79559 0 0 0 79559 T Rowe Price International Discovery P 2017-12-29 2023-08-11 1550 0 1807 -257 0 0 0 -257 T Rowe Price Midcap Growth Fund P 2017-12-29 2023-08-11 20323 0 17599 2724 0 0 0 2724 Vanguard Small Cap Growth P 2021-01-05 2023-08-11 1481 0 1728 -247 0 0 0 -247 Victory Small Company P 2020-01-29 2023-08-11 1740 0 1568 172 0 0 0 172 Aberdeen Physical Precious Metals P 2022-08-08 2023-08-11 1301 0 1296 5 0 0 0 5 Aberdeen Physical Precious Metals P 2022-08-08 2023-12-31 214 0 207 7 0 0 0 7 Aberdeen Physical Precious Metals P 2022-08-08 2023-12-31 104 0 102 2 0 0 0 2 4678 -278 2284 0 2284 0 2284 1408 1408 1408 876 0 false false false false false false false true true TX true false false false false true N/A Patricia Calder 8307554639 27338 Toutant Beauregard Rd Boerne TX 78006 false false false false false false false false false false false false false false false false false false false false false Todd Calder 28330 Toutant Beauregard Rd Boerne TX 78006 President 6.00 11000 0 0 Brent Calder 156 Ditmars St Bronx NY 10464 Director 0.50 11000 0 0 Patricia Calder 27338 Toutant Beauregard Rd Boerne TX 78006 Director 6.00 11000 0 0 NONE 0 NONE 0 6154927 9403 0 6164330 0 6164330 92465 6071865 303593 303593 2284 2284 301309 301309 301309 370000 370000 301309 0 0 47676 32253 0 79929 370000 0 301309 68691 148620 0 0 0 0 0 148620 0 47676 32253 0 68691 Roberta Belanger co Frost Bank 1300 S Main Street Boerne TX 78006 8302492551 501(c)(3) letter, financials, board members, operating budget, Form 990, description of request No deadline Care of animals, animal medicine, agricultural education, equine-assisted programs Brighter Days Horse Refuge Inc 682 Krause Road Pipe Creek TX 78063 501(c)(3) Operations 5000 Hill Country Animal League 924 N Main Street Boerne TX 78006 501(c)(3) Program 5000 Kendall County Youth Agriculture & Equestrian Center 649 FM 289 Comfort TX 78013 501(c)(3) Capital projects 10000 Hill Country Youth Orchestra 321 Thompson Drive Kerrville TX 78028 501(c)(3) Operations 5000 Texas A&M Foundation 401 George Bush Dr College Station TX 77840 501(c)(3) Programs & Equipment 130000 Hay Dude Equine Rescue 711 FM 474 Boerne TX 78006 501(c)(3) Operations 5000 Hill Country Youth Ranch 3522 Junction Highway Ingram TX 78025 501(c)(3) Project grant 10000 Wings and Reins Equine Refuge PO Box 593 Devine TX 78016 501(c)(3) Operations 5000 Kendall County Jr Livestock Association PO Box 149 Boerne TX 78006 501(c)(3) Programs & Equipment 15000 0 Open TRAIL Ranch 28710 Boerne Stage Road Boerne TX 78006 501(c)(3) Operations 5000 Tracys Paws Rescue PO Box 849 Hondo TX 78861 501(c)(3) Operations 5000 Triple H Equitherapy Center 791 Backhaus Road Pipe Creek TX 78063 501(c)(3) Programs 5000 0 Upward Transitions Therapeutic Horsemanship 19804 High Bluff Road Helotes TX 78023 501(c)(3) Operations 5000 0 Texas Tech University 1400 S Coulter Amarillo TX 79106 501(c)(3) Programs 150000 Bluebonnet Equine Humane Society PO Box 632 College Station TX 77841 501(c)(3) Programs 5000 Dream Walkers Equine Therapy Center 1740 FM 2690 Uvalde TX 78801 501(c)(3) Operations 5000 370000 14 206554 14 4678 211232 211232 false false false false false false false false false false Capital Gain Distributions 2022-12 Purchased 2023-12 25012 25012 MFS Value Fund 2022-09 Purchased 2023-08 58652 58930 -278 Fidelity Emerging Markets Index 2019-07 Purchased 2023-08 5997 6357 -360 FlexShares Global Upstream Natural Resources 2022-08 Purchased 2023-08 2394 2382 12 Frost Credit Fund 2017-12 Purchased 2023-08 1667 1831 -164 Frost Low Duration Bond Fund Purchased 2023-08 605580 643452 -37872 Frost Total Return Bond Fund 2017-12 Purchased 2023-08 821877 919762 -97885 Ishares MSCI Eafe ETF 2022-08 Purchased 2023-08 15760 14387 1373 Ishares S&P 500 Stock Index Fund 2017-12 Purchased 2023-08 79239 48139 31100 John Hancock Disciplined Value Mid Cap 2017-12 Purchased 2023-08 14235 12460 1775 MFS Value Fund Purchased 2023-08 496340 416781 79559 T Rowe Price International Discovery 2017-12 Purchased 2023-08 1550 1807 -257 T Rowe Price Midcap Growth Fund 2017-12 Purchased 2023-08 20323 17599 2724 Vanguard Small Cap Growth 2021-01 Purchased 2023-08 1481 1728 -247 Victory Small Company 2020-01 Purchased 2023-08 1740 1568 172 Aberdeen Physical Precious Metals 2022-08 Purchased 2023-08 1301 1296 5 Aberdeen Physical Precious Metals 2022-08 Purchased 2023-12 214 207 7 Aberdeen Physical Precious Metals 2022-08 Purchased 2023-12 104 102 2 Hartford World Bond 120562 123629 Fidelity Conservative Income Bond 658271 660899 Frost Total Return Bond 937865 866287 Ishares 20+ Year Treasury Bond 422981 438434 Vanguard Short Term Investment Grade 425572 433283 Frost Credit 69495 64909 Fidelity Emerging Markets Index 208118 179332 Ishares MSCI Eafe 115488 132465 T Rowe Price International Discovery 142595 111046 Cohen & Steers Realty 174704 190464 FlexShares Global Upstream Natural Resources 75414 75184 Ishares S&P 500 Index 532991 856640 Schwab US Dividend Equity 489782 500935 Vanguard Growth 420647 505491 John Hancock Value Mid Cap 169218 247825 T Rowe Price Midcap Growth 206440 239699 Vanguard Small Cap Growth 69870 63955 Victory Small Company 50522 59177 Aberdeen Physical Precious Metals 50566 53065 Artisan High Income 130256 121729 Excise Tax Receivable 4801 0 0 Advisory Fees 46099 46099 Miscellaneous 318 Nondividend Distributions 1345 1345 Excise Tax Payable 0 876 Foreign Tax 1233 1233