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Nonprofit · EIN 47-6243624

WOLTERS CHARITABLE TR

Also known as FROST NATIONAL BANK TTEE

Tax-exempt · SAN ANTONIO, TX 78299

Financials

$299K$211K2023$200K$169K2024
Revenue Expenses · by fiscal year end
Financials of WOLTERS CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$200,004$168,619$31,385$3,077,320$0$3,077,320
August 31, 2024990$298,834$210,638$88,196$3,045,935$0$3,045,935
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$124,310
Royalties
$75,694
Net gain from sales of assets
$7,361
Other revenue
$75,694

Expenses

Grants and similar amounts paid
$132,155
Compensation of officers, directors and key employees
$28,782
Salaries, compensation and benefits (total)
$28,782
Professional fundraising fees
$0
Accounting fees
$7,072
Program services (functional)
$158,429
Management and general (functional)
$10,190

Balance sheet and other

Total assets, start of year
$3,045,935
Total assets, end of year
$3,077,320
Total liabilities, end of year
$0
Net assets, end of year
$3,077,320
Publicly traded securities
$2,651,494
Gross receipts
$304,968
Employees
0
Year formed
2002
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FROST BANK TRUSTEEDEBBIE BROEMSEN, ADMINISTRATOR
Institutional trustee
40$28,782
990 for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
FROST BANK TRUSTEEDEBBIE BROEMSEN, ADMINISTRATOR
Institutional trustee
40$27,283

Address and contacts

Address (IRS master file)
PO BOX 2950, SAN ANTONIO, TX 78299-2950
In care of
% FROST BANK
Principal officer (990 for 2024)
DEBBIE BROEMSEN, C/O FROST BANK PO DRAWER 29, SAN ANTONIO, TX 782992950
Signed the 990
DEBBIE BROEMSEN, Trustee
Phone
(210) 220-4438
Return prepared by
ERNST & YOUNG US LLP

Mission

AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THIS ORGANIZATION SUPPORTS CHARITABLE ORGANIZATIONS SPECIFIED UNDER THE WILL OF ETHEL WOLTERS (FIRST UNITED METHODIST CHURCH AND CITY OF SHINER).

990 for the year ended August 31, 2025

Program accomplishments

  • FIRST UNITED METHODIST CHURCH
    Expenses $99,018 · grants $82,597
  • CITY OF SHINER
    Expenses $59,411 · grants $49,558

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
47-6243624
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2002
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,077,320
Income (IRS master file)
$304,968

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$200,004$168,619$3,077,320XML
990August 2024$298,834$210,638$3,045,935XML
990August 2023$284,149$176,151$2,957,739IRS
990August 2022–––IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-6243624).

Questions about WOLTERS CHARITABLE TR

What is the EIN of WOLTERS CHARITABLE TR?
The employer identification number (EIN) of WOLTERS CHARITABLE TR is 47-6243624.
Is WOLTERS CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to WOLTERS CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does WOLTERS CHARITABLE TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WOLTERS CHARITABLE TR due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WOLTERS CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of WOLTERS CHARITABLE TR?
The 990 for the year ended August 31, 2025 names DEBBIE BROEMSEN.
Who are the officers and directors of WOLTERS CHARITABLE TR?
The 990 for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $28,782 (FROST BANK TRUSTEE, DEBBIE BROEMSEN, ADMINISTRATOR).
How much revenue does WOLTERS CHARITABLE TR have?
On its 990 for the year ended August 31, 2025 it reported revenue of $200,004, expenses of $168,619 and total assets of $3,077,320 at year end.

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