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Foundations We Manage
Broadway Wealth Management uses a third party application system through Survey Monkey for all of our Foundations. To view "Frequently Asked Questions" for the application process and account setup, click here.
Each foundation has its own cycle; the deadlines and decision dates are located on each Foundation’s webpage.
Our staff and Foundation stakeholders schedule site visits as determined by our committees. We will contact you if a site visit is being considered for your organization.
If your organization was not selected to receive a grant it could be due to one of the following:
For additional questions, please call (210) 283-6777
Broadway Wealth Management:Broadway Bank Wealth Management and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.
Grants and Foundations:
Distributions shall be made only to organizations which at the time of distribution are described in Sections 170(c), 2055(a) and 2522(a) of Internal Revenue Code and are entitled to exemption from federal income tax.
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