2025-03-03T15:42:59-06:00 2024-06-30 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990PF 2023-07-01 842840376 SARMA CHARITABLE FOUNDATION SARM 2102444508 555 E RAMSEY RD SAN ANTONIO TX 78216 ROBERTO BENAVIDES PRESIDENT 2102444508 2025-02-28 1 1 RANDY L WALKER CPA P00963779 2103669430 2023 2025-03-06 01:10:19Z X 2710616 X X 538 538 78495 78495 148103 482967 148103 227136 227136 0 0 0 0 0 9703 7278 0 2425 201194 15083 0 186111 1000 0 0 0 4768 0 0 4768 29585 0 0 27713 246250 22361 0 221017 245829 245829 492079 22361 0 466846 -264943 204775 0 34278 36268 36268 66885 60330 60330 1088 548 548 2546031 2291336 2610898 5073 2537 4227 2536 2536 0 36 36 2652509 2391054 2710616 340 36 60 3852 400 3888 X 0 0 0 0 2652109 2387166 2652109 2387166 2652509 2391054 2652109 -264943 0 2387166 0 2387166 PUBLICLY TRADED SECURITIES P 482967 334864 148103 148103 148103 148103 2846 0 2846 0 2846 2081 0 0 0 2081 0 765 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 HTTP://WWW.SARMACHARITABLEFOUNDATION.ORG CINDY RAMIREZ 2102444516 555 E RAMSEY RD SAN ANTONIO TX 78216 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA STOLTE 555 E RAMSEY RD SAN ANTONIO TX 78216 DIRECTOR/VICE-CHAIRMAN 1.00 0 0 0 GEORGE KARUTZ 555 E RAMSEY RD SAN ANTONIO TX 78212 DIRECTOR/CHAIRMAN 1.00 0 0 0 BOB BENAVIDES 555 E RAMSEY RD SAN ANTONIO TX 78216 EX-OFFICIO/PRESIDENT/CEO 1.00 0 0 0 CINDY RAMIREZ 555 E RAMSEY RD SAN ANTONIO TX 78216 EX-OFFICIO/TREASURER/SECRETARY 1.00 0 0 0 JERRY REAVIS 555 E RAMSEY RD SAN ANTONIO TX 78216 DIRECTOR 1.00 0 0 0 DIANN BONNIN 555 E RAMSEY RD SAN ANTONIO TX 78216 DIRECTOR 1.00 0 0 0 DAVID HOLMES 555 E RAMSEY RD SAN ANTONIO TX 78216 DIRECTOR 1.00 0 0 0 MATTHEW CARPENTER 555 E RAMSEY RD SAN ANTONIO TX 78216 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2636621 111330 3303 2751254 0 0 2751254 41269 2709985 135499 135499 2846 2846 132653 0 132653 0 132653 466846 0 466846 132653 0 0 11690 77765 395768 485223 466846 0 0 0 132653 334193 0 0 819416 0 0 0 0 0 0 0 819416 11690 77765 395768 334193 X ARBOR CIRCLE 1115 BALL AVE NE GRAND RAPIDS MI 49505 N/A PC GOLF CHARITY EVENT 7000 BOYSVILLE 855 E LOOP 1604 N CONVERSE TX 78109 N/A PC EMPLOYEE AWARD 1000 EXCEL CHRISTIAN ACAD & PRE 6505 ODOM RD LAKELAND FL 33809 N/A PC GOLF CHARITY EVENT 1000 FL ASSOC OF MORTGAGE PROFESSIONALS 113 S MONROE ST STE 1 TALLAHASSEE FL 32301 N/A PC DONATION GRANT 300 GUADALUPE REGION SEGUIN 1215 E COURT ST SEGUIN TX 78155 N/A PC EVENT SPONSORSHIP 5200 GUADALUPE REGIONAL MED FOUNDATION 1215 E COURT ST SEGUIN TX 78155 N/A PC EVENT SPONSORSHIP 27500 HABITAT FOR HUMANITY OF SAN ANTONIO 311 PROBANDT ST SAN ANTONIO TX 78204 N/A PC HOUSE DONATION 80000 HCPS INSTRUCTIONAL SVC CRT 2920 N 40TH STREET TAMPA FL 33605 N/A PC EVENT SPONSORSHIP 1000 OPERATION TURKEY 4315 GUADALUPE ST STE 300 AUSTIN TX 78751 N/A PC TURKEY MEALS 384 SAN ANTONIO FOOD BANK 5200 ENRIQUE M BARRERA PKWY SAN ANTONIO TX 78227 N/A PC PARTNERSHIP 4050 SAN ANTONO ROAD RUNNERS PO BOX 12474 SAN ANTONIO TX 78212 N/A PC EVENT SPONSORSHIP 500 SPURS GIVE ONE ATT CENTER PARKWAY SAN ANTONIO TX 78219 N/A PC SPONSORSHIP 25000 SSFCU CHARITABLE FOUNDATION PO BOX 691510 SAN ANTONIO TX 78269 N/A PC SPONSORSHIP 10500 ST MARY'S UNIVERISTY ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 N/A PC DONATION GRANT 2850 TEE2GREEN GOLF SERVICE 3445 CLUB CENTER BLVD NAPLES FL 34114 N/A PC EVENT SPONSORSHIP 1545 TEXAS WOMEN PO BOX 2508 CINCINNATI OH 45201 N/A PC AWARD 1500 THE PROSETHETIC FOUNDATION 610 N MAIN AVE SAN ANTONIO TX 78205 N/A PC EVENT SPONSORSHIP 2500 TUNNELS FOR TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC AWARD 5000 UNIVERSITY OF TEXAS AT SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO TX 78249 N/A PC SCHOLARSHIP 15000 UNIVERSITY OF TEXAS PO BOX 7216 AUSTIN TX 78713 N/A PC SCHOLARSHIP 25000 UPWARD FOUNDATION 822 HIGHWAY A1A N SUITE 310 PONTE VERDE BEACH FL 32082 N/A PC EVENT SPONSORSHIP 2000 VALERO ENERGY FOUNDATION PO BOX 1336 SAN ANTONIO TX 78295 N/A PC EVENT SPONSORSHIP 22000 YALE UNIVERSITY PO BOX 208288 NEW HAVEN CT 06520 N/A PC SCHOLARSHIP 5000 245829 0 14 538 14 78495 18 148103 0 227136 0 227136 3 INTEREST EARNED ON SAVINGS ACCOUNT 4 DIVIDENDS EARNED ON INVESTMENTS 8 GAIN ON SALE OF INVESTMENTS INVESTMENT INCOME ALLOWS THE FOUNDATION TO SUPPORT VARIOUS ORGANIZATIONS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9703 7278 0 2425 WEBSITE 2023-01-05 5073 846 36.000000000000 1691 0 1691 2537 SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION SARMA CHARITABLE FOUNDATION555 E RAMSEY RDSAN ANTONIO, TX 78216EMPLOYER IDENTIFICATION NUMBER: 84-2840376FOR THE YEAR ENDING JUNE 30, 2024SARMA CHARITABLE FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). ISHARES TR CORE US AGGBD AT COST 1185784 1052045 ISHARES TR RUS 1000 VAL ETF AT COST 121203 254028 ISHARES TR RUS 1000 GRW ETF AT COST 68367 279215 ISHARES TR RUSSELL 2000 ETF AT COST 56509 79736 ISHARES TR JPMORGAN USD EMG AT COST 102760 80428 ISHARES TR MSCI USA MIN VOL AT COST 77193 100164 ISHARES TR CORE MSCI EAFE AT COST 215433 257073 ISHARES TR MSCI USA SMCP MN AT COST 43108 52437 ISHARES TR BROAD USD HIGH AT COST 213944 198887 SPDR S&P DIVIDEND ETF AT COST 63037 95767 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW AT COST 40843 57015 VANGUARD MID-CAP ETF AT COST 103155 104103 WEBSITE 5073 2537 2536 DUE FROM SARMA 36 36 DUES & SUBSCRIPTIONS 617 0 0 617 EVENT EXPENSES 16746 0 0 16746 INSURANCE 3829 0 0 3829 PROMOTIONAL & ADVERTISING 5823 0 0 5823 SUPPLIES 698 0 0 698 PENALTIES 181 0 0 0 AMORTIZATION 1691 0 0 0 INVESTMENT FEES 15083 15083 0 0 MANAGEMENT FEES 186111 0 0 186111 EXCISE TAX 1000 0 0 0