2024-07-12T17:01:13-05:00 2024-02-29 990 2023-03-01 746434193 HELEN MAY LARSON CHARITABLE TRUST F0769600 LARS 2102204623 P O BOX 2950 TAX DEPT FLOOR 5 SAN ANTONIO TX 782992950 FROST BANK TRUSTEE 2102204623 2024-07-11 true 2023 2023-04-26 12:10:37Z Debbie Broemsen 111 W HOUSTON ST SAN ANTONIO TX 78205 1286769 false X N/A X 1996 TX FOR THE PURPOSES OF FORM 990, THE ORGANIZATION WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. THE TRUSTEE CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENTS OF THE TRUST. THE GRANTOR OF THIS TRUST INTENDED THAT IT SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF CANCER THERAPY WITH UT HEALTH (AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE) UNDER THE OFFICIAL RECORD DATED 7/27/1998. 0 0 0 0 0 0 0 69005 317627 0 69005 317627 300000 147699 0 41578 32640 0 0 2157 10226 343735 190565 -274730 127062 4809996 4937058 0 0 4809996 4937058 FOR THE PURPOSES OF FORM 990, THE ORGANIZATION WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. THE TRUSTEE CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENTS OF THE TRUST. THE GRANTOR OF THIS TRUST INTENDED THAT IT SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF CANCER THERAPY WITH UT HEALTH (AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE) UNDER THE OFFICIAL RECORD DATED 7/27/1998. false false 147699 147699 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 147699 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 SAN ANTONIO TX 78205 Debbie Broemsen TRUSTEE X 32641 0 0 32641 0 0 false false false 173148 173148 1113621 969142 144479 144479 144479 317627 144479 173148 147699 147699 32640 16320 16320 8676 4338 4338 1550 775 775 FOREIGN TAX FORM 990 TAX RETURN PREPARATION 190565 169132 21433 0 219027 352852 2646075 2742553 1944894 1841653 4809996 4937058 0 0 X 4809996 4937058 4809996 4937058 4809996 4937058 127062 X false false false X X 1 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 741586031 10 true 147699 0 1 147699 0 true false false false false false false false false false false false false false false true false true 0 0 134612 317630 134612 317630 0 21868 17095 0 112744 300535 5455523 5406281 148387 287136 0 5603910 5693417 0 0 5603910 5693417 84059 85401 5519851 5608016 193195 196281 0 193195 196281 112744 95832 193195 193195 0 193195 147699 0 17095 0 0 0 164794 1060943 193195 1.0 193195 0 0 0 253866 320415 321868 896149 0 193195 0 702954 164794 0 164794 0 0 867748 0 60671 320415 321868 164794 4809996 317627 147699 42867 4937059 5084726 69006 300000 43736 4809996 4691466 737090 297000 46830 5084726 4813559 206669 276550 52212 4691466 4708981 442106 283343 54185 4813559 1.00000 false false FROST TOTAL RETURN BOND FUND 809359 C FROST LOW DURATION BOND FUND C Frost Credit Fund Instl 102966 C ARTISAN HIGH INCOME FD INSTL 70000 C FIDELITY CONSERVATIVE INC BD INSTL 251826 C VANGUARD SHORT-TERM INV GRADE INSTL 288515 C Hartford World Bond Fd Instl 56108 C Ishares 20 Year Treasury Bond ETF 262879 C 1841653 EXPLANATION FOR SCHEDULE D, PART V, LINE 4 THE FUNDS ARE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUCTION OF, OR TO CARRY OUT THE PURPUSE OF CANCER THERAPY WITH UT HEALTH (AN ORGINIZATION DESCRIBED IN SECTION 501(C)3 OF THE INTERNAL REVENUE CODE) UNDER THE OFFICAL RECORD DATE 7/27/1998. true UNIVERSITY OF TEXAS HEALTH SCIENCE CENTE R AT SA OFFICE OF INSTITUTION 7703 Lyod Curl MC7835 SAN ANTONIO TX 782293900 741586031 147699 USED AS DETERMINED BY THE BOARD OF TRUSTEES OF THE CANCER THERAPY & RESEARCH CENTER. EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE TRUSTEE MEETS WITH THE BENEFICIARY AT LEAST ANNUALLY TO DISCUSS INVESTMENT STRATEGIES, ESTIMATED INCOME DISTRIBUTIONS AND THE NEEDSOF THE ORGANIZATION AND HOW FUNDS ARE USED. PART VI, LINE 11 THE TAX RETURN IS REVIEWED BY THE TRUST ADMINISTRATOR AND THE TAX PREPARER AS REQUIRED BY BANK POLICY. PART VI, LINE 19 A COPY OF THE TAX RETURN, TRUST DOCUMENT, AND FORM 1023 AREAVAILABLE FOR REVIEW AT 111 W HOUSTON STREET, SAN ANTONIOTEXAS UPON CONTACTING THE TRUST ADMINISTRATOR KATHLEEN FINCK AT THE ABOVE ADDRESS AND ARRANGING A TIME TO REVIEW THEDOCUMENTS. THE FROST BANK CONFLICT OF INTEREST, WHISTLEBLOWER POLICYAND THE BANK RETENTION AND DESTRUCTION POLICY MAY ALSO BE REVIEWEDAT THE ABOVE ADDRESS UPON REQUEST. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a AS SOLE TRUSTEE, FROST BANK MAKES FINAL DECISIONS FOR THE TRUST. THERE ARE NO VOTING MEMBERS OF THE GOVERNING BODY. ACTIONS AND DECISIONS FOR THE TRUST ARE DOCUMETED AS REQURED BY BANK POLICY. BENEFICIARY ORGANIZATIONS MAY ENFORCE THE TERMS OF THE TRUST AGREEMENT AND ENFORCE THE FIDUCIARY OBLIGATIONS OF THE TRUSTEE UNDER STATE LAW. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW FORM 990 IS REVIEWED BY THE TAX PREPARER AND THE TRUST ACCOUNT OFFICER IN ACCORDANCE WITH INTERNAL BANK POLICIES AND PROCEDURES. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c FROST BANK HAS A WRITTEN CONFLICT OF INTEREST POLICY. BANK POLICY REQUIRES ALL OFFICERS AND DIRECTORS TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT OF INTEREST. THE BANK INTERNAL POLICIES ARE REGULARLY AND CONSISTENTLY MONITORED FOR COMPLIANCE AND ENFORCEMENT BY INTERNAL AND EXTERNAL AUDITORS AND MANAGEMENT. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST FORM 990, PAGE 7, PART VII, SECTION A FROST BANK, 40 HOURS