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← EMIL C E JURICA ENDOWMENT TRUST

Form 990 for tax year 2024

Filed by EMIL C E JURICA ENDOWMENT TRUST.

Totals

Total revenue
$216,199
Total expenses
$107,340
Contributions and grants received
$0
Grants paid
$49,600
Program service revenue
$0
Investment income
$216,199
Other revenue
$0
Total assets, end of year
$6,318,037
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,318,037
Program services expenses (Part IX)
$107,340
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$107,340

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $216,199 · excluded $216,199

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $49,600 · program services $49,600

  • 11c · Fees: accounting

    total $7,500 · program services $7,500

  • 11f · Fees: investment management

    total $43,184 · program services $43,184

  • 23 · Insurance

    total $7,056 · program services $7,056

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $5,855,822 · end of year $6,318,037

  • 27 · Net assets without donor restrictions

    beginning of year $2,355,822 · end of year $2,818,037

  • 28 · Net assets with donor restrictions

    beginning of year $3,500,000 · end of year $3,500,000

Mission and programs · 2024

Mission

THE EMIL C. E. JURICA ENDOWMENT TRUST (THE TRUST) IS AN IRREVOCABLE TRUST CREATED BY THE LATE EMIL C. E. JURICA ON OCTOBER 10, 1969. THE TRUST PROVIDES GRANTS TO SUPPLEMENT SALARIES AND BENEFITS FOR FULL-TIME PROFESSORS AT ST. MARY'S UNIVERSITY, GREEHEY SCHOOL OF BUSINESS AND ADMINISTRATION.

Activities or mission (Part I)

TO SUPPORT ST. MARY'S UNIVERSITY, GREEHEY SCHOOL OF BUSINESS.

  • THE TRUST GIVES GRANTS TO SUPPLEMENT SALARIES AND BENEFITS FOR FULL TIME PROFESSORS IN THE SCHOOL OF BUSINESS AND ADMINISTRATION AT ST. MARY'S UNIVERSITY, SAN ANTONIO, TEXAS.

    Expenses $107,340 · Grants $49,600

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DELORES LENZY-JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FR RICHARD VILLA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TOM STRINGFELLOW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
3 March 2026
IRS schema version
2024v5.5
Source object
202610709349300611

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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