2023-09-20T14:21:11-05:00 2022-12-31 751056027 CONDLEY AND COMPANY LLP PO BOX 2993 ABILENE TX 796042993 990 2022-01-01 731634145 SAN ANGELO AREA FOUNDATION SANA 3259477071 221 S IRVING ST SAN ANGELO TX 76903 MATT LEWIS CEO 3259477071 2023-09-20 1 MATT LEWIS XXX-XX-XXXX 1 GAYE DAVIS CPA P00277460 3256776251 2023-09-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATT LEWIS 221 S IRVING ST SAN ANGELO TX 76903 71041502 0 X WWW.SAAFOUND.ORG X 2001 TX MANAGING ENDOWED GIFTS IN ORDER TO MATCH DONOR INTERESTS WITH COMMUNITY NEEDS OF THE AREA. 15 15 9 50 0 0 23591568 34883175 0 0 18307011 1603056 163879 140702 42062458 36626933 15765789 11319206 0 0 867718 832679 0 0 504944 824018 1097730 17457525 13249615 24604933 23377318 221834647 205097187 61792416 62526565 160042231 142570622 THE MISSION OF THE SAN ANGELO AREA FOUNDATION IS TO BUILD A LEGACY OF PHILANTHROPY BY ATTRACTING AND PRUDENTLY MANAGING ENDOWED GIFTS IN ORDER TO MATCH DONOR INTEREST WITH COMMUNITY NEEDS OF THE AREA. 0 0 11683145 11319206 GRANTS TO VARIOUS QUALIFIED 501 (C)(3) ORGANIZATIONS, OR OTHER QUALIFIED ENTITIES LIKE GOVERNMENTAL ORGANIZATIONS, COLLEGES, UNIVERSITIES AND RELIGIOUS ENTITIES, FOR QUALIFIED CHARITABLE PURPOSES. GRANTS ARE MADE FROM COMPONENT FUNDS WHICH ARE DESIGNATED PURPOSE FUNDS, DONOR-ADVISED FUNDS, FIELD OF INTEREST FUNDS AND UNRESTRICTED FUNDS, AND ARE BASED ON AN UNDERLYING GIFT AGREEMENT, WHICH REQUIRE THE BOARD OF DIRECTORS APPROVAL OF SAID GRANTS. 11683145 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MATT LEWIS 3259477071 221 S IRVING ST SAN ANGELO TX 76903 CAMILLE YALE CHAIRMAN 2.00 X X 0 0 0 JAY BOYD VICE CHAIRMAN 2.00 X X 0 0 0 PATRICK SHANNON SECRETARY/TREASURER 2.00 X X 0 0 0 FRED HERNANDEZ PAST CHAIRMAN 2.00 X X 0 0 0 BRADY JOHNSON EXECUTIVE COMMITTEE 2.00 X X 0 0 0 JEFFREY BOZEMAN BOARD MEMBER 2.00 X 0 0 0 JON BAILEY BOARD MEMBER 2.00 X 0 0 0 RONNIE D HAWKINS JR BOARD MEMBER 2.00 X 0 0 0 JAMES HUFFMAN BOARD MEMBER 2.00 X 0 0 0 FLOR LEOS MADERO BOARD MEMBER 2.00 X 0 0 0 SHELLEY NEW BOARD MEMBER 2.00 X 0 0 0 GAYLA THORNTON BOARD MEMBER 2.00 X 0 0 0 JANE RICHARDSON BOARD MEMBER 2.00 X 0 0 0 JANA RUETER BOARD MEMBER 2.00 X 0 0 0 DREW WALLACE BOARD MEMBER 2.00 X 0 0 0 MATT LEWIS PRESIDENT & CEO 40.00 X 218000 0 37880 BRIANNE KILLAM FINANCE VP 40.00 X 107500 0 0 JANET KARCHER MARKETING VP 40.00 X 107500 0 0 433000 0 37880 3 0 1 0 B REED CAPITAL DBA CLEARVIEW CUSTOM HOME 1121 S ABE SAN ANGELO TX 76903 CONSTRUCTION ON FORT CONCHO AND CONCHO V 1679219 M&M ERECTORS CONSTRUCTION 603 WEST COLLEGE COLEMAN TX 76834 CONSTRUCTION ON FORT CONCHO AND CONCHO V 429966 2 34883175 2705756 34883175 5026828 5026828 238948 98246 140702 140702 140702 30892551 34316323 -3423772 -3423772 -3423772 36626933 0 0 1743758 7665307 7665307 3653899 3653899 218000 43600 130800 43600 480326 131826 159000 189500 12907 3238 5359 4310 72426 18169 30070 24187 49020 12316 20342 16362 7500 7500 35474 35474 503780 503780 62243 62243 34491 8643 14343 11505 104680 26260 43462 34958 72535 26586 10556 35393 20714 5196 8600 6918 66102 16582 27445 22075 137371 60948 41844 34579 8910 2235 3699 2976 DUES AND MEMBERSHIPS 33246 8340 13803 11103 BANK CHARGES 10684 5449 5235 13249615 11683145 1061526 504944 3200054 7817096 6430546 3704866 1278 6514482 1041398 3835744 5473084 195615060 176419809 12664462 11624499 88781 56555 221834647 205097187 2119 1960 3861355 3863773 57928942 58660832 61792416 62526565 X 3255390 2721256 156786841 139849366 160042231 142570622 221834647 205097187 X 23377318 -39186755 -1662172 X X 0 1 X 1 0 X 13016946 15529800 10737668 23591568 24391017 87266999 13016946 15529800 10737668 23591568 24391017 87266999 349612 86917387 5955812 5546135 4057704 8630582 5265776 29456009 116723008 0.74460 0.68340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55 4295552 4072561 20697908 1 1 214787387 34883175 -38076238 11319206 333179 1297167 198644772 181843489 23591568 22907787 15765789 -3458000 1247668 214787387 173623862 10737668 12685397 12203474 1817589 1182375 181843489 141151272 15529800 28225978 12027595 1052560 -1796967 173623862 147921158 18454244 -12180306 12844210 -1017522 1217136 141151272 0.50000 0.50000 0 0 222954 222954 2842459 617992 2224467 1132069 203634 928435 258710 219772 38938 2058290 2058290 5473084 LIMITED PARTNERSHIPS 169504 C BENEFICIAL INT IN CHARITABLE REMAINDER TRUSTS 11454995 C 11624499 PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST 2383200 AGENCY ENDOWMENTS 56074149 DEFERRED COMPENSATION 203483 58660832 X -4939725 -39186755 306943 -38879812 33940087 503780 2183066 2686846 36626933 12198705 98246 98246 12100459 1149156 1149156 13249615 PART V, LINE 4: AS A COMMUNITY FOUNDATION, WE PROVIDE DONORS WITH THE ABILITY TO ESTABLISH DESIGNATED PURPOSE FUNDS, FIELD OF INTEREST FUNDS, UN-RESTRICTED FUNDS AND DONOR-ADVISED FUNDS, UNDER A GIFT AGREEMENT. WHILE EACH GIFT AGREEMENT IS UNIQUE TO EACH FUND, THE FOUNDATION UTILIZES A STANDARD GIFT AGREEMENT IN COMPLIANCE WITH THE NATIONAL STANDARDS FOR COMMUNITY FOUNDATIONS, SANCTIONED BY THE COUNCIL ON FOUNDATIONS. THESE FUNDS CAN BE ENDOWED, QUASI-ENDOWED, OR PASS-THROUGH FOR SPECIAL PROJECTS DEEMED CHARITABLE BY THE BOARD OF DIRECTORS. PART X, LINE 2: IN ACCORDANCE WITH ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH A FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 98,246. OTHER INCOME 208,697. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 2,183,066. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 98,246. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 645,376. INVESTMENT EXPENSES 503,780. SCHEDULE D, PART VI, LINE 1E CONSTRUCTION IN PROGRESS 1 ALCOHOL & DRUG ABUSE COUNCIL FOR THE CONCHO VALLEY PO BOX 3805 SAN ANGELO TX 76902 751609328 501(C)(3) 130077 0 HUMAN SERVICES ALEX MCFARLAND MINISTRIES PO BOX 485 PLEASANT GARDEN NC 273130485 455385212 501(C)(3) 10500 0 RELIGION AMERICAN CORNERSTONE INSTITUTE PO BOX 354 WASHINGTON DC 200034303 861545903 501(C)(3) 100000 0 OTHER ANGELO CIVIC THEATRE 1936 SHERWOOD WAY SAN ANGELO TX 76901 750888979 501(C)(3) 22830 0 ARTS & CULTURE APOLOGETICS PRESS 230 LANDMARK DRIVE MONTGOMERY AL 36117 581406077 501(C)(3) 10000 0 RELIGION ART IN UNCOMMON PLACES 701 S IRVING SAN ANGELO TX 76903 870777592 501(C)(3) 34049 0 ARTS & CULTURE ARTHUR NAGEL CLINIC PO BOX 519 BANDERA TX 78003 770697361 501(C)(3) 10000 0 HEALTH ASU CATHOLIC NEWMAN CENTER 2451 DENA DRIVE SAN ANGELO TX 76904 751086360 501(C)(3) 15730 0 RELIGION BALLET SAN ANGELO PO BOX 5092 SAN ANGELO TX 76902 751895746 501(C)(3) 29316 0 ARTS & CULTURE BALLINGER CARES INC P O BOX 802 BALLINGER TX 76821 861352262 501(C)(3) 31000 0 HUMAN SERVICES BAMBERGER RANCH PRESERVE 2341 BLUE RIDGE DR JOHNSON CITY TX 78636 300041245 501(C)(3) 15000 0 ENVIRONMENTAL BANDERA UNITED METHODIST CHURCH PO BOX 128 BANDERA TX 78003 742315743 501(C)(3) 35000 0 RELIGIOUS BAPTIST MEMORIALS MINISTRIES 902 N MAIN ST SAN ANGELO TX 76903 752755400 501(C)(3) 6807 0 HEALTH BAYLOR COLLABORATIVE ON HUNGER AND POVERTYKIDS EAT FREE 502 S KOENIGHEIM STE 3C SAN ANGELO TX 76903 741159753 501(C)(3) 5390 0 HUMAN SERVICES BE THEATRE 82 GILLIS STREET SAN ANGELO TX 76903 471890997 501(C)(3) 16653 0 ARTS & CULTURE BISHOP STREET BOOTCAMP RANCH PO BOX 9 KNICKERBOCKER TX 76939 811439906 501(C)(3) 34871 0 HUMAN SERVICES BOYS & GIRLS CLUB OF MENARD PO BOX 1043 MENARD TX 76859 263174725 501(C)(3) 23161 0 YOUTH DEVELOPMENT PROGRAM BOYS & GIRLS CLUB OF SAN ANGELO INC PO BOX 107 SAN ANGELO TX 76902 751216481 501(C)(3) 54094 0 YOUTH DEVELOPMENT PROGRAM BRADY HOPE FROM THE HEART PO BOX 1207 BRADY TX 76825 453810388 501(C)(3) 10000 0 HEALTH BUFFALO SOLDIERS MEMORIAL FUND 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 7412 0 HISTORIC PRESERVATION CASSIE'S PLACE 2591 FM 584 SAN ANGELO TX 76904 475533888 501(C)(3) 41205 0 ANIMAL WELFARE CATHOLIC DIOCESE PO BOX 1829 SAN ANGELO TX 76902 751086360 501(C)(3) 10000 0 RELIGIOUS CATHOLIC OUTREACH SERVICES OF SAN ANGELO 410 N CHADBOURNE SAN ANGELO TX 76903 752359744 501(C)(3) 36642 0 RELIGION CHILDREN'S ADVOCACY CENTER OF GREATER WEST TEXAS INC PO BOX 5195 SAN ANGELO TX 76902 752401001 501(C)(3) 435914 0 HUMAN SERVICES CHILDREN'S BED PROJECT 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 13652 0 HUMAN SERVICES CHILDREN'S ORGAN TRANSPLANT ASSOCIATION 2501 W COTA DRIVE BLOOMINGTON IN 47403 351674365 501(C)(3) 7152 0 HEALTH CHRISTIANS IN ACTION INC 1505 S CHADBOURNE SAN ANGELO TX 76903 751776646 501(C)(3) 45000 0 HUMAN SERVICES CHRISTOVAL VOLUNTEER FIRE DEPARTMENT PO BOX 193 CHRISTOVAL TX 76935 751836206 501(C)(3) 7691 0 DISASTER RELIEF CIVIL AIR PATROL SAN ANGELO COMPOSITE SQUADRON 11254 MOUNT NEBO RD SAN ANGELO TX 76901 756037853 501(C)(3) 8929 0 YOUTH DEVELOPMENT PROGRAM CONCHO VALLEY BIBLICAL COUNSELING CENTER 2601 FREELAND AVE SAN ANGELO TX 76901 751401716 501(C)(3) 50997 0 RELIGIOUS CONCHO VALLEY COMMUNITY ACTION AGENCY PO BOX 671 SAN ANGELO TX 76902 751227772 501(C)(3) 45000 0 HUMAN SERVICES CONCHO VALLEY HOME FOR GIRLS PO BOX 3772 SAN ANGELO TX 76902 237102643 501(C)(3) 81802 0 HUMAN SERVICES CONCHO VALLEY PAWS PO BOX 2604 SAN ANGELO TX 76902 756030459 501(C)(3) 46914 0 ANIMAL WELFARE CONCHO VALLEY REGIONAL FOOD BANK PO BOX 1207 SAN ANGELO TX 76902 751897032 501(C)(3) 105638 0 FOOD, NUTRITION CONCHO VALLEY TURNING POINT INC 528 E HIGHLAND SAN ANGELO TX 76903 320292036 501(C)(3) 67344 0 HUMAN SERVICES CONGREGATION BETH ISRAEL 2708 TANGLEWOOD DR SAN ANGELO TX 76904 756188122 501(C)(3) 8563 0 RELIGION CRIME STOPPERS OF SAN ANGELO INC PO BOX 5020 SAN ANGELO TX 76902 752185394 501(C)(3) 9468 0 CRIME PREVENTION CRITTER SHACK RESCUE PO BOX 192 WALL TX 76957 412090330 501(C)(3) 95100 0 ANIMAL WELFARE CURA BRASIL PO BOX 3289 SAN ANGELO TX 76902 455386488 501(C)(3) 32276 0 HEALTH DOVE CREEK VOLUNTEER FIRE DEPARTMENT 11191 NORTHCROSS LN SAN ANGELO TX 76904 752604196 501(C)(3) 6210 0 DISASTER RELIEF DOWNTOWN SAN ANGELO INC 24 W CONCHO AVE SAN ANGELO TX 76903 030534387 501(C)(3) 6288 0 COMMUNITY DEVELOPMENT DR JAMES DOBSON'S FAMILY TALK 540 ELKTON DR STE 201 COLORADO SPRINGS CO 80907 271394708 501(C)(3) 10000 0 RELIGION EARLY-REDWINE CHILD CARE CENTER PO BOX 5018 SAN ANGELO TX 76902 751584080 501(C)(3) 5208 0 HUMAN SERVICES EATON HILL NATURE CENTER & PRESERVE PO BOX 491 SONORA TX 76950 275011623 501(C)(3) 8857 0 CONSERVATION ELDORADO SERVICE CENTER PO BOX 105 ELDORADO TX 76936 261666158 501(C)(3) 11664 0 YOUTH DEVELOPMENT PROGRAM EMMANUEL EPISCOPAL CHURCH 3 S RANDOLPH SAN ANGELO TX 76903 750863849 501(C)(3) 5210 0 RELIGION EPISCOPAL RELIEF AND DEVELOPMENT PO BOX 7058 MERRIFIELD VA 22116 731635264 501(C)(3) 19050 0 RELIGION EZRA VISION MINISTRIES INC 5073 PECAN RIDGE DR STE 100 SAN ANGELO TX 76904 464196380 501(C)(3) 16519 0 HUMAN SERVICES F VOSBURG HALL JR & MARYLOU HALL CHILDREN'S CRISIS FOUNDATION PO BOX 61063 SAN ANGELO TX 769061063 756260350 501(C)(3) 89586 0 HUMAN SERVICES FAMILY MATTERS 15475 N GREENWAY-HAYDEN LOOP STE B-20 SCOTTSDALE AZ 85260 860439625 501(C)(3) 335000 0 RELIGION FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 3711 SAN ANGELO TX 76902 440610626 501(C)(3) 8824 0 RELIGION FIRST BAPTIST CHURCH PO BOX 2138 SAN ANGELO TX 769022138 750808781 501(C)(3) 19639 0 RELIGION FIRST BAPTIST CHURCH OF DALLAS 1707 SAN JACINTO ST DALLAS TX 75201 750926762 501(C)(3) 10000 0 RELIGIOUS FIRST BAPTIST CHURCH SONORA 111 E OAK ST SONORA TX 76950 752783838 501(C)(3) 8000 0 RELIGION FIRST CHRISTIAN CHURCH PO BOX 791 MERTZON TX 76941 751947631 501(C)(3) 181008 0 RELIGIOUS FIRST PRESBYTERIAN CHURCH 32 NORTH IRVING SAN ANGELO TX 76903 750904033 501(C)(3) 160000 0 RELIGION FORT CHADBOURNE FOUNDATION 651 FORT CHADBOURNE ROAD BRONTE TX 76933 752804188 501(C)(3) 18390 0 ARTS & CULTURE FORT CONCHO FOUNDATION 630 S OAKES SAN ANGELO TX 76903 751605975 501(C)(3) 26313 0 ARTS & CULTURE FRESH START MINISTRIES OF SAN ANGELO PO BOX 3653 SAN ANGELO TX 76902 814528010 501(C)(3) 9906 0 HUMAN SERVICES FRIENDS OF FAIRMOUNT CEMETERY PO BOX 3522 SAN ANGELO TX 76902 202651504 501(C)(3) 6828 0 ENVIRONMENTAL FRIENDS OF SAN ANGELO STATE PARK 1734 CALLE SENDERRA SAN ANGELO TX 76904 752786151 501(C)(3) 5757 0 ENVIRONMENTAL GALILEE COMMUNITY DEVELOPMENT CORPORATION 39 BUICK STREET SAN ANGELO TX 76901 752865891 501(C)(3) 36986 0 HOUSING/SHELTER GIRL SCOUTS CENTRAL TEXAS COUNCIL 304 W AVENUE A SAN ANGELO TX 76903 741109644 501(C)(3) 5378 0 YOUTH DEVELOPMENT PROGRAM GIRL SCOUTS OF CENTRAL TEXAS-EL CAMINO PROGRAM CENTER 304 W AVENUE A SAN ANGELO TX 76903 741109644 501(C)(3) 5897 0 YOUTH DEVELOPMENT PROGRAM GRAPE CREEK VOLUNTEER FIRE DEPARTMENT PO BOX 1021 SAN ANGELO TX 76902 752255391 501(C)(3) 6629 0 DISASTER RELIEF GROWING GARDEN CITIES INC PO BOX 60662 SAN ANGELO TX 76906 872296221 501(C)(3) 6040 0 HUMAN SERVICES HABITAT FOR HUMANITY 401 NORTH CHADBOURNE SAN ANGELO TX 76903 752532858 501(C)(3) 23584 0 HOUSING/SHELTER HANDS OF MERCY CAT SANCTUARY 6042 SAGE HEN CIRCLE SAN ANGELO TX 76905 831718739 501(C)(3) 7791 0 ANIMAL WELFARE HEART OF TEXAS BIBLE CAMP INC PO BOX 830 BRADY TX 76825 742290616 501(C)(3) 7458 0 RELIGION HEIFER PROJECT INTERNATIONAL INC 1 WORLD AVENUE LITTLE ROCK AR 72202 351019477 501(C)(3) 19050 0 HUMAN SERVICES HERITAGE PARK 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 12595 0 ARTS AND CULTURE HOLY ANGELS CHURCH 2202 RUTGERS ST SAN ANGELO TX 76904 751086083 501(C)(3) 27500 0 RELIGION HOUSE OF FAITH-SAN ANGELO 321 MONTECITO DR SAN ANGELO TX 76903 742694406 501(C)(3) 227703 0 YOUTH DEVELOPMENT PROGRAM HOUZE OF POWER 4215 ARMSTRONG SAN ANGELO TX 76903 834160282 501(C)(3) 12143 0 RELIGIOUS ICD BRIDGES PO BOX 5018 SAN ANGELO TX 76902 751584080 501(C)(3) 35433 0 HOUSING/SHELTER JOSEPH THOMAS FOUNDATION PO BOX 6042 ABILENE TX 79608 262569438 501(C)(3) 12793 0 HEALTH JOSHUA 12 FELLOWSHIP PO BOX 5701 SAN ANGELO TX 76902 752306376 501(C)(3) 30096 0 RELIGIOUS JUNIOR LEAGUE OF SAN ANGELO INC TREASURER SAN ANGELO TX 76902 750878540 501(C)(3) 11566 0 COMMUNITY DEVELOPMENT KEEPERS OF HOPE PO BOX 3703 SAN ANGELO TX 76902 833749691 501(C)(3) 6925 0 HUMAN SERVICES LA ESPERANZA CLINIC INC 2029 W BEAUREGARD AVE SAN ANGELO TX 76901 742699762 501(C)(3) 8458 0 HEALTH LAKE IVIE VOLUNTEER FIRE DEPARTMENT 10349 LAKE COUNTRY RD PAINT ROCK TX 76866 752897773 501(C)(3) 25000 0 DISASTER RELIEF LAURA W BUSH INSTITUTE FOR WOMEN'S HEALTH ASU STATION 11023 SAN ANGELO TX 76909 751585285 501(C)(3) 42671 0 HEALTH LIFE OUTREACH INTERNATIONAL PO BOX 982000 FORT WORTH TX 761828000 752684727 501(C)(3) 13600 0 ENVIRONMENTAL MABELVALE CHURCH OF CHRIST 10820 MABELVALE WEST RD MABELVALE AR 72103 222150426 501(C)(3) 10000 0 RELIGIOUS MEALS FOR THE ELDERLY 310 E HOUSTON HARTE SAN ANGELO TX 76903 510159134 501(C)(3) 200892 0 FOOD, NUTRITION MENARD PIONEER CEMETERY FUND PO BOX 981 MENARD TX 76859 756377159 501(C)(3) 10000 0 COMMUNITY DEVELOPMENT METCALFE-SPENCE CEMETERY HISTORICAL PRESERVATION FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 843959218 501(C)(3) 10000 0 HISTORIC PRESERVATION MIGHTY WATERS PO BOX 61272 SAN ANGELO TX 76906 831955362 501(C)(3) 6334 0 HUMAN SERVICES MT CARMEL HERMITAGE PO BOX 337 CHRISTOVAL TX 769350337 542134524 501(C)(3) 59304 0 RELIGION NEW HORIZONS RANCH & CENTER INC 147 SAYLES BLVD ABILENE TX 79605 751530340 501(C)(3) 11019 0 YOUTH DEVELOPMENT PROGRAM NEW LIFE MINISTRIES PO BOX 1029 LAKE FOREST CA 926091029 752785010 501(C)(3) 6000 0 RELIGIOUS \ RELIGIOUS - CHRISTIAN OPEN ARMS RAPE CRISIS CENTER & LGBT SERVICES 113 N HARRISON ST SAN ANGELO TX 76901 752398422 501(C)(3) 8103 0 HUMAN SERVICES OUMC LOAVES AND FISHES PO BOX 983 OZONA TX 76943 751227807 501(C)(3) 6469 0 FOOD, NUTRITION OUR LADY OF GRACE MONASTERY 6202 CR 339 CHRISTOVAL TX 769353023 751086360 501(C)(3) 14000 0 RELIGION OZONA COMMUNITY CENTER INC PO BOX 41 OZONA TX 769430041 751897769 501(C)(3) 7478 0 YOUTH DEVELOPMENT PROGRAM PARKS AND WILDLIFE FOUNDATION OF TEXAS 2914 SWISS AVENUE DALLAS TX 75204 742602504 501(C)(3) 6000 0 EMERGENCY ASSISTANCE PLAYLAND COMMUNITIES FOUNDATION PO BOX 494 CHRISTOVAL TX 76935 852702860 501(C)(3) 10540 0 COMMUNITY DEVELOPMENT POSSIBILITIES OF THE CONCHO VALLEY PO BOX 1922 SAN ANGELO TX 76902 842477580 501(C)(3) 11237 0 HEALTH PREGNANCY HELP CENTER OF THE CONCHO VALLEY 2525 SHERWOOD WAY SAN ANGELO TX 76901 752381411 501(C)(3) 169289 0 HEALTH PROJECT DIGNIDAD 313 W AVENUE N SAN ANGELO TX 76903 751577914 501(C)(3) 15222 0 RELIGION RAILWAY MUSEUM OF SAN ANGELO 703 S CHADBOURNE SAN ANGELO TX 76903 752275195 501(C)(3) 25832 0 HISTORIC PRESERVATION RAINBOW ROOM 622 S OAKS AVE STE L SAN ANGELO TX 76903 201429140 501(C)(3) 12282 0 HUMAN SERVICES RODNEY FLOYD SPECIAL NEED CHILDREN'S FUND 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 5062 0 HEALTH RUST STREET MINISTRIES 803 RUST ST SAN ANGELO TX 76903 752950303 501(C)(3) 124623 0 FOOD, NUTRITION SAINT JOHNS EPISCOPAL CHURCH PO BOX 1100 SONORA TX 76950 756027934 501(C)(3) 71339 0 RELIGION SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 769036421 731634145 501(C)(3) 15271 0 PHILANTHROPY SAN ANGELO ART CLUB 119 WEST FIRST STREET SAN ANGELO TX 76903 756037393 501(C)(3) 12738 0 ARTS & CULTURE SAN ANGELO BROADWAY ACADEMY YOUTH THEATER PO BOX 1562 SAN ANGELO TX 76902 271832775 501(C)(3) 7227 0 ARTS & CULTURE SAN ANGELO EARLY CHILDHOOD CENTER 619 JULIAN ST SAN ANGELO TX 76903 750968319 501(C)(3) 17885 0 HUMAN SERVICES SAN ANGELO MUSEUM OF FINE ARTS HOWARD TAYLOR SAN ANGELO TX 76903 751776765 501(C)(3) 218023 0 ARTS & CULTURE SAN ANGELO PERFORMING ARTS COALITION 82 GILLIS ST SAN ANGELO TX 76903 453031837 501(C)(3) 27065 0 ARTS & CULTURE SAN ANGELO STOCK SHOW & RODEO ASSOCIATION 200 W 43RD ST SAN ANGELO TX 76903 750871755 501(C)(3) 18294 0 ANIMAL WELFARE SAN ANGELO SYMPHONY PO BOX 5922 SAN ANGELO TX 76902 756003857 501(C)(3) 32850 0 ARTS & CULTURE SAN ANTONIO 1000 CANCER GENOME PROJECT MS AIMEE LOCKE SAN ANTONIO TX 78209 260371270 501(C)(3) 10000 0 DISEASE SARA'S SHARED DREAM FEEDING MCCULLOCH COUNTY PO BOX 204 BRADY TX 76825 831435336 501(C)(3) 5005 0 FOOD, NUTRITION SHANNON MEDICAL CENTER - CHILDREN'S MIRACLE NETWORK 120 E HARRIS AVE SAN ANGELO TX 76903 752559845 501(C)(3) 18025 0 HEALTH SIERRA VISTA UNITED METHODIST CHURCH 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 6000 0 RELIGION SONRISAS THERAPEUTIC RIDING INC PO BOX 1093 SAN ANGELO TX 76902 752173731 501(C)(3) 31816 0 HUMAN SERVICES SOUTHLAND BAPTIST CHURCH 4300 MEADOWCREEK TRAIL SAN ANGELO TX 76904 751691508 501(C)(3) 7000 0 RELIGION SOUTHWEST SCHOOL OF BIBLE STUDIES 8900 MANCHACA ROAD AUSTIN TX 78748 742257048 501(C)(3) 49500 0 RELIGION ST JOHN'S LUTHERAN CHURCH 1100 W PARSONAGE ST WINTERS TX 79567 751495319 501(C)(3) 33372 0 RELIGION ST JUDE CHILDREN'S RESEARCH HOSPITAL SUSANNAH CAUSEY HOUSTON TX 77027 620646012 501(C)(3) 8000 0 DISEASE ST PAUL PRESBYTERIAN CHURCH 11 NORTH PARK ST SAN ANGELO TX 76901 750843188 501(C)(3) 32471 0 RELIGION STERLING CITY FIRST UNITED METHODIST PRE-SCHOOL PO BOX 311 STERLING CITY TX 76951 751529785 501(C)(3) 22850 0 RELIGION SUTTON COUNTY FOOD PANTRY AND RESOURCE CENTER PO BOX 497 SONORA TX 76950 465446589 501(C)(3) 16773 0 FOOD, NUTRITION SUTTON COUNTY HEALTH FOUNDATION JOHN FRIESS SONORA TX 76950 043642997 501(C)(3) 25186 0 HEALTH TEXAS DISTRICT OF THE LUTHERAN CHURCH- MISSOURI SYNOD ATTENTION LANNY MOORE AUSTIN TX 787242499 741189681 501(C)(3) 25299 0 RELIGIOUS TEXAS RAMP PROJECT PO BOX 832065 RICHARDSON TX 75083 331139484 501(C)(3) 20000 0 HEALTH TEXAS SOUTHWEST COUNCIL - BOY SCOUTS OF AMERICA ATTN DEVIN KOEHLER SAN ANGELO TX 76902 750800617 501(C)(3) 218549 0 YOUTH DEVELOPMENT PROGRAM THE HOSPICE OF SAN ANGELO INC 3001 S JACKSON ST SAN ANGELO TX 76904 750868320 501(C)(3) 12158 0 HEALTH THE SALVATION ARMY 34 W 3RD ST SAN ANGELO TX 76903 580660607 501(C)(3) 74225 0 HUMAN SERVICES THROUGH GOD COMES JUSTICE MINISTRY PO BOX 3126 SAN ANGELO TX 76902 752778164 501(C)(3) 12055 0 RELIGION TOM GREEN COUNTY LIBRARY MS JILL DONEGAN SAN ANGELO TX 76903 756001184 501(C)(3) 148801 0 LIBRARY SCIENCE UNITED WAY OF THE CONCHO VALLEY PO BOX 3710 SAN ANGELO TX 76902 750859662 501(C)(3) 153447 0 YOUTH DEVELOPMENT PROGRAM UNITY CHURCH OF SAN ANGELO PO BOX 1972 SAN ANGELO TX 76902 751773780 501(C)(3) 6983 0 RELIGION WATER VALLEY VOLUNTEER FIRE DEPARTMENT INC PO BOX 311 WATER VALLEY TX 76958 751534068 501(C)(3) 25000 0 DISASTER RELIEF WESLEY UMC DAILY BREAD PROGRAM 301 W 18TH ST SAN ANGELO TX 76903 562563807 501(C)(3) 72331 0 FOOD, NUTRITION WEST TEXAS BOYS RANCH JEREMY VINCENT SAN ANGELO TX 76904 750954831 501(C)(3) 188261 0 YOUTH DEVELOPMENT PROGRAM WEST TEXAS COUNSELING & GUIDANCE 36 E TWOHIG 6TH FLOOR SAN ANGELO TX 76903 751561599 501(C)(3) 413258 0 HUMAN SERVICES WEST TEXAS REHABILITATION CENTER 3001 S JACKSON SAN ANGELO TX 76904 750868320 501(C)(3) 371307 0 HEALTH YOUNG LIFE - SAN ANGELO AREA # TX-102 PO BOX 2123 DACULA GA 300190036 840385934 501(C)(3) 29014 0 RELIGION YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO 353 S RANDOLPH SAN ANGELO TX 76903 750800698 501(C)(3) 107451 0 YOUTH DEVELOPMENT PROGRAM 152 SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES. 1015 3632401 SONORA FLOOD RELIEF ASSISTANCE TO INDIVIDUALS 32 21498 PART I, LINE 2: THE FOUNDATION REQUIRES GRANT RECIPIENTS OF DISCRETIONARY OR PROACTIVE GRANTS TO PROVIDE THEIR PLANS FOR EVALUATION AND IMPACT PRIOR TO ANY FUNDING. IF A GRANT IS APPROVED, EACH EVALUATION AND MONITORING OF A GRANT IS AGREED UPON IN A GRANT AGREEMENT, WHICH PROVIDES FOR FOLLOW-UP SITE VISITS, REPORTS, DOCUMENTATION AND SUBSEQUENT EVALUATION TO ENSURE PROCEEDS FROM THE GRANT WERE USED ACCORDING TO THE GRANT REQUEST. X 1 1 X X 0 1 0 0 0 0 0 0 0 MATT LEWIS PRESIDENT & CEO 218000 0 0 0 0 0 33080 0 4800 0 255880 0 0 0 SCHEDULE J, LINE I, COLUMN C SCHEDULE J PART I QUESTION 4(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: MATT LEWIS, $20,000 DEFERRED COMPENSATION AND $13,080 EMPLOYER 401K MATCH. X 90 1485756 FMV X 1 1220000 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B SAAF'S GOVERNING BODY WILL REVIEW THE FORM 990 PRIOR TO ITS ANNUAL FILING. EACH YEAR THE DRAFT OF THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO ALL MEMBERS FOR REVIEW. ANY COMMENTS OR QUESTIONS ARE HANDLED THROUGH THE CEO'S OFFICE AND RESOLVED ACCORDINGLY. ONCE ALL AGREE WITH THE ACCURACY OF THE FORM 990, THE PRESIDENT AND CEO OF SAAF WILL SIGN AND FILE SAID FORM 990. FORM 990, PART VI, SECTION B, LINE 12C SAAF REQUIRES BOARD MEMBERS TO REVIEW AND SIGN THE APPROVED CONFLICT OF INTEREST POLICY ACCEPTANCE STATEMENT AND DISCLOSE ANNUALLY ANY POTENTIAL CONFLICTS OF INTEREST. THIS PROCESS IS COMPLETED AT THE FIRST BOARD MEETING OF THE CALENDAR YEAR. SAAF EXECUTIVE COMMITTEE AND CEO REVIEW THESE STATEMENTS, INVESTIGATE AND DISCLOSE ANY POTENTIAL ISSUES AND ARE SUBSEQUENTLY ADDRESSED BY THE BOARD, IF NEEDED. FORM 990, PART VI, SECTION B, LINE 15 SAAF ANNUALLY PARTICIPATES IN THE COUNCIL ON FOUNDATION'S COMPENSATION SURVEY AND IS ABLE TO ASCERTAIN COMPARABLE DATA ON A NATIONAL AND REGIONAL BASIS AS WELL AS ASSET SIZE, TO DETERMINE APPROPRIATE SALARY RANGES FOR ITS CEO AS WELL AS OTHER EMPLOYEES OF THE ORGANIZATION TO ALLOW IT THE ABILITY TO ATTRACT AND RETAIN QUALITY STAFF. THE SAAF BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE ANNUALLY PERFORMS A PERFORMANCE REVIEW OF THE PRESIDENT & CEO. THIS REVIEW IS COMPLETED BY EACH MEMBER OF THE COMMITTEE (FIVE PERSONS) AND IN TURN THE BOARD CHAIRMAN COMPILES THE REVIEWS INTO ONE MASTER REVIEW. THIS REVIEW IS THEN DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS FOR FURTHER COMMENT. THE BOARD OF DIRECTORS THEN REVIEWS THIS REPORT WITH THE PRESIDENT & CEO, RECOGNIZING ACCOMPLISHMENTS, AREA TO EXCEL AND ESTABLISH FUTURE GOALS. THE BOARD OF DIRECTORS USES THE AFOREMENTIONED SALARY SURVEY AS WELL AS ITS OWN KNOWLEDGE OF SIMILAR PROFESSIONAL POSITIONS IN THE COMMUNITY, ALONG WITH ITS PERFORMANCE REVIEW, TO ESTABLISH THE COMPENSATION PACKAGE FOR THE CEO. THE CEO ANNUALLY REVIEWS THE STAFF OF SAAF AND ALSO USES THIS SAME COUNCIL ON FOUNDATION'S SURVEY DATA FOR RECOMMENDING COMPENSATION FOR THE REMAINDER OF SAAF STAFF AND MAKES SAID RECOMMENDATION ANNUALLY TO THE BOARD OF DIRECTORS FOR THEIR CONSIDERATION OF ANY COMPENSATION CHANGES FOR OTHER STAFF OF SAAF. FORM 990, PART VI, SECTION C, LINE 19 SAAF MAKES AVAILABLE, UPON REQUEST, ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, ITS AUDITED FINANCIAL STATEMENTS AND FILED FORM 990, TO THE PUBLIC. THE PUBLIC MAY REQUEST THIS INFORMATION VIA THE SAAF WEBSITE, OR BY PHONE OR IN WRITING. FORM 990, PART XI, LINE 9: REVENUE (LOSS) FOR AGENCY ENDOWMENT FUNDS PER SFAS #136 -2,183,066. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 645,376. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -333,179. OTHER - ADMINISTRATIVE FEES 208,697. PART XI, LINE 2C THE POLICY TO HAVE A COMMITTEE TO OVERSEE THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANTS HAS NOT CHANGED FROM THE PRIOR YEAR. THAT COMMITTEE WAS IN PLACE IN PRIOR YEARS ALSO. PART I, LINE 6 15 BOARD MEMBERS AND 28 GRANT APPLICATION COMMITTEE MEMBERS AND 7 ADDITIONAL VOLUNTEERS.