SAN ANGELO AREA FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAN ANGELO AREA FOUNDATION (EIN 73-1634145)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-17
- IRS object ID
- 202232909349302258
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-17T14:58:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751056027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDLEY AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2993 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 796042993 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731634145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN ANGELO AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANA | BusinessNameControlTxt |
| Phone | 3259477071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 S IRVING ST | AddressLine1Txt |
| City | SAN ANGELO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT LEWIS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3259477071 | PhoneNum |
| Signature | 2022-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATT | PersonFirstNm |
| Person Last | LEWIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAYE DAVIS CPA | PreparerPersonNm |
| PTIN | P00277460 | PTIN |
| Phone | 3256776251 | PhoneNum |
| Preparation | 2022-10-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATT LEWIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 S IRVING ST | AddressLine1Txt |
| City | SAN ANGELO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $114,618,481 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAAFOUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | MANAGING ENDOWED GIFTS IN ORDER TO MATCH DONOR INTERESTS WITH COMMUNITY NEEDS OF THE AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,737,668 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,591,568 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,989,251 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,307,011 | CYInvestmentIncomeAmt |
| PY Other Revenue | $66,842 | PYOtherRevenueAmt |
| CY Other Revenue | $163,879 | CYOtherRevenueAmt |
| PY Total Revenue | $32,793,761 | PYTotalRevenueAmt |
| CY Total Revenue | $42,062,458 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,203,474 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,765,789 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $756,638 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $867,718 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $441,782 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $811,986 | PYOtherExpensesAmt |
| CY Other Expenses | $824,018 | CYOtherExpensesAmt |
| PY Total Expenses | $13,772,098 | PYTotalExpensesAmt |
| CY Total Expenses | $17,457,525 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,021,663 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,604,933 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $182,302,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $221,834,647 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,975,919 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,792,416 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $136,326,383 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $160,042,231 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,131,565 | ExpenseAmt |
| Grant | $15,765,789 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $16,131,565 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT LEWIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3259477071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 S IRVING ST | AddressLine1Txt |
| City | SAN ANGELO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76903 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JEFFREY BOZEMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRADY JOHNSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JON BAILEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAMILLE YALE | ||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CARMEN DUSEK | ||||||
| PAST CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FRED HERNANDEZ | ||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES HUFFMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANE RICHARDSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JASON COX | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAY BOYD | ||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RONNIE D HAWKINS JR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DREW WALLACE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GAYLA THORNTON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK SHANNON | ||||||
| EXECUTIVE COMMITTEE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JANA RUETER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATT LEWIS | ||||||
| PRESIDENT & CEO | 40.00 | $206,000 | $0 | $50,297 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $206,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $50,297 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $23,591,568 | AllOtherContributionsAmt |
| Noncash Contributions | $8,585,273 | NoncashContributionsAmt |
| Total Contributions | $23,591,568 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,388,346 | TotalRevenueColumnAmt |
| Exclusion | $8,388,346 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $197,696 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,356 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $119,340 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,340 | TotalRevenueColumnAmt |
| Exclusion | $119,340 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82,396,332 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,477,667 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,918,665 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,918,665 | TotalRevenueColumnAmt |
| Exclusion | $9,918,665 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INS. PROCEEDS | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $44,539 | TotalRevenueColumnAmt |
| Exclusion | $44,539 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $44,539 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,062,458 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,470,890 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,514,635 | TotalAmt |
| Program Services | $12,514,635 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,251,154 | TotalAmt |
| Program Services | $3,251,154 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,000 | TotalAmt |
| Program Services | $41,200 | ProgramServicesAmt |
| Management And General | $123,600 | ManagementAndGeneralAmt |
| Fundraising | $41,200 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,548 | TotalAmt |
| Program Services | $134,548 | ProgramServicesAmt |
| Management And General | $147,500 | ManagementAndGeneralAmt |
| Fundraising | $175,500 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,751 | TotalAmt |
| Program Services | $19,993 | ProgramServicesAmt |
| Management And General | $33,211 | ManagementAndGeneralAmt |
| Fundraising | $26,547 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,577 | TotalAmt |
| Program Services | $19,448 | ProgramServicesAmt |
| Management And General | $32,306 | ManagementAndGeneralAmt |
| Fundraising | $25,823 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,842 | TotalAmt |
| Program Services | $12,462 | ProgramServicesAmt |
| Management And General | $19,107 | ManagementAndGeneralAmt |
| Fundraising | $15,273 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,795 | TotalAmt |
| Program Services | $2,295 | ProgramServicesAmt |
| Management And General | $8,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,149 | TotalAmt |
| Management And General | $33,149 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,571 | TotalAmt |
| Management And General | $328,571 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,035 | TotalAmt |
| Fundraising | $52,035 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,060 | TotalAmt |
| Program Services | $4,097 | ProgramServicesAmt |
| Management And General | $6,794 | ManagementAndGeneralAmt |
| Fundraising | $4,169 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,917 | TotalAmt |
| Program Services | $25,007 | ProgramServicesAmt |
| Management And General | $41,466 | ManagementAndGeneralAmt |
| Fundraising | $25,444 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,118 | TotalAmt |
| Program Services | $19,772 | ProgramServicesAmt |
| Management And General | $19,229 | ManagementAndGeneralAmt |
| Fundraising | $20,117 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,739 | TotalAmt |
| Program Services | $4,010 | ProgramServicesAmt |
| Management And General | $6,649 | ManagementAndGeneralAmt |
| Fundraising | $4,080 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,788 | TotalAmt |
| Program Services | $10,553 | ProgramServicesAmt |
| Management And General | $17,498 | ManagementAndGeneralAmt |
| Fundraising | $10,737 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,073 | TotalAmt |
| Program Services | $62,916 | ProgramServicesAmt |
| Management And General | $45,960 | ManagementAndGeneralAmt |
| Fundraising | $28,197 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,255 | TotalAmt |
| Program Services | $2,246 | ProgramServicesAmt |
| Management And General | $3,724 | ManagementAndGeneralAmt |
| Fundraising | $2,285 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND MEMBERSHIPS | $26,573 | $7,229 | $11,988 | $7,356 |
| BANK CHARGES | $7,945 | $4,926 | $3,019 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,457,525 | TotalAmt |
| Program Services | $16,131,565 | ProgramServicesAmt |
| Management And General | $884,178 | ManagementAndGeneralAmt |
| Fundraising | $441,782 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,207,753 | BOYAmt |
| EOY | $3,200,054 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,885,458 | BOYAmt |
| EOY | $6,430,546 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,751,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $915,351 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,668,175 | BOYAmt |
| EOY | $3,835,744 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,218,358 | BOYAmt |
| EOY | $195,615,060 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,231,264 | BOYAmt |
| EOY | $12,664,462 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,294 | BOYAmt |
| EOY | $88,781 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,302,302 | BOYAmt |
| EOY | $221,834,647 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,885 | BOYAmt |
| EOY | $2,119 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,861,355 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,974,034 | BOYAmt |
| EOY | $57,928,942 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,975,919 | BOYAmt |
| EOY | $61,792,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,122,632 | BOYAmt |
| EOY | $3,255,390 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,203,751 | BOYAmt |
| EOY | $156,786,841 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,326,383 | BOYAmt |
| EOY | $160,042,231 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,302,302 | BOYAmt |
| EOY | $221,834,647 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $24,604,933 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,880,965 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,770,050 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,669,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,016,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,529,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,737,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,591,568 | CurrentTaxYearAmt |
| Total | $70,545,589 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,669,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,016,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,529,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,737,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,591,568 | CurrentTaxYearAmt |
| Total | $70,545,589 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,142,960 | SubstantialContributorsTotAmt |
| Public Support Total170 | $68,402,629 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,350,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,955,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,546,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,057,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,630,582 | CurrentTaxYearAmt |
| Total | $29,540,419 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $100,086,008 | TotalSupportAmt |
| Public Support CY170 | 0.68340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 53 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $5,840,462 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,738,680 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $24,911,599 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $181,843,489 | BeginningYearBalanceAmt |
| Contributions | $23,591,568 | ContributionsAmt |
| Investment Earnings Or Losses | $22,907,787 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,765,789 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$3,458,000 | OtherExpendituresAmt |
| Administrative Expenses | $1,247,668 | AdministrativeExpensesAmt |
| End Year Balance | $214,787,387 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $173,623,862 | BeginningYearBalanceAmt |
| Contributions | $10,737,668 | ContributionsAmt |
| Investment Earnings Or Losses | $12,685,397 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,203,474 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,817,589 | OtherExpendituresAmt |
| Administrative Expenses | $1,182,375 | AdministrativeExpensesAmt |
| End Year Balance | $181,843,489 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,151,272 | BeginningYearBalanceAmt |
| Contributions | $15,529,800 | ContributionsAmt |
| Investment Earnings Or Losses | $28,225,978 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,027,595 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,052,560 | OtherExpendituresAmt |
| Administrative Expenses | -$1,796,967 | AdministrativeExpensesAmt |
| End Year Balance | $173,623,862 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $147,921,158 | BeginningYearBalanceAmt |
| Contributions | $18,454,244 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,180,306 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,844,210 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,017,522 | OtherExpendituresAmt |
| Administrative Expenses | $1,217,136 | AdministrativeExpensesAmt |
| End Year Balance | $141,151,272 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,587,937 | BeginningYearBalanceAmt |
| Contributions | $12,617,712 | ContributionsAmt |
| Investment Earnings Or Losses | $25,773,682 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,799,550 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,076,898 | OtherExpendituresAmt |
| Administrative Expenses | $1,335,521 | AdministrativeExpensesAmt |
| End Year Balance | $147,921,158 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.50000 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.50000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $222,954 | OtherCostOrOtherBasisAmt |
| Book Value | $222,954 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,842,459 | OtherCostOrOtherBasisAmt |
| Depreciation | $546,930 | DepreciationAmt |
| Book Value | $2,295,529 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,103,010 | OtherCostOrOtherBasisAmt |
| Depreciation | $116,294 | DepreciationAmt |
| Book Value | $986,716 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $278,030 | OtherCostOrOtherBasisAmt |
| Depreciation | $252,127 | DepreciationAmt |
| Book Value | $25,903 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $304,642 | OtherCostOrOtherBasisAmt |
| Book Value | $304,642 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,835,744 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $180,722 | C |
| BENEFICIAL INT IN CHARITABLE REMAINDER TRUSTS | $12,483,740 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,664,462 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST | $2,952,008 |
| AGENCY ENDOWMENTS | $54,745,156 |
| DEFERRED COMPENSATION | $231,778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $57,928,942 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,087,586 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,880,965 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $258,625 | OtherRevenueAmt |
| Revenue Not Reported | $5,139,590 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,947,996 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $328,571 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $10,785,891 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $11,114,462 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,062,458 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,829,738 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $78,356 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $78,356 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,751,382 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,706,144 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,706,144 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,457,526 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 78,356. OTHER INCOME 180,269. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 10,785,891. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 78,356. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 1,377,573. INVESTMENT EXPENSES 328,571. |
| SCHEDULE D, PART VI, LINE 1E | CONSTRUCTION IN PROGRESS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (124 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALCOHOL & DRUG ABUSE COUNCIL FOR THE CONCHO VALLEY | |||||||||
| PO BOX 3805 | SAN ANGELO | TX | 76902 | 751609328 | 501(C)(3) | $55,635 | $0 | HUMAN SERVICES | |
| ANGELO CIVIC THEATRE | |||||||||
| 1936 SHERWOOD WAY | SAN ANGELO | TX | 76901 | 750888979 | 501(C)(3) | $25,895 | $0 | ARTS & CULTURE | |
| APOLOGETICS PRESS | |||||||||
| 230 LANDMARK DRIVE | MONTGOMERY | AL | 36117 | 581406077 | 501(C)(3) | $15,000 | $0 | RELIGION | |
| ART IN UNCOMMON PLACES | |||||||||
| 701 S IRVING | SAN ANGELO | TX | 76903 | 870777592 | 501(C)(3) | $20,455 | $0 | ARTS & CULTURE | |
| ARTHUR NAGEL CLINIC | |||||||||
| PO BOX 519 | BANDERA | TX | 78003 | 770697361 | 501(C)(3) | $10,000 | $0 | HEALTH | |
| ASU CATHOLIC NEWMAN CENTER | |||||||||
| 2451 DENA DRIVE | SAN ANGELO | TX | 76904 | 751086360 | 501(C)(3) | $19,843 | $0 | RELIGION | |
| BALLET SAN ANGELO | |||||||||
| PO BOX 5092 | SAN ANGELO | TX | 76902 | 751895746 | 501(C)(3) | $24,786 | $0 | ARTS & CULTURE | |
| BAMBERGER RANCH PRESERVE | |||||||||
| 2341 BLUE RIDGE DR | JOHNSON CITY | TX | 78636 | 300041245 | 501(C)(3) | $15,000 | $0 | ENVIRONMENTAL | |
| BANDERA UNITED METHODIST CHURCH | |||||||||
| PO BOX 128 | BANDERA | TX | 78003 | 742315743 | 501(C)(3) | $26,500 | $0 | RELIGIOUS | |
| BAPTIST MEMORIALS MINISTRIES | |||||||||
| 902 N MAIN ST | SAN ANGELO | TX | 76903 | 752755400 | 501(C)(3) | $8,965 | $0 | HEALTH | |
| BE THEATRE | |||||||||
| 82 GILLIS STREET | SAN ANGELO | TX | 76903 | 471890997 | 501(C)(3) | $22,587 | $0 | ARTS & CULTURE | |
| BISHOP STREET BOOTCAMP RANCH | |||||||||
| PO BOX 9 | KNICKERBOCKER | TX | 76939 | 811439906 | 501(C)(3) | $99,236 | $0 | HUMAN SERVICES | |
| BOYS & GIRLS CLUB OF MENARD | |||||||||
| PO BOX 1043 | MENARD | TX | 76859 | 263174725 | 501(C)(3) | $20,480 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| BOYS & GIRLS CLUB OF SAN ANGELO INC | |||||||||
| PO BOX 107 | SAN ANGELO | TX | 76902 | 751216481 | 501(C)(3) | $49,211 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| BRYAN COLLEGE STATION CHURCH OF CHRIST | |||||||||
| 11914 SH 30 | COLLEGE STATION | TX | 77845 | 320099879 | 501(C)(3) | $12,000 | $0 | RELIGION | |
| CASSIE'S PLACE | |||||||||
| 2591 FM 584 | SAN ANGELO | TX | 76904 | 475533888 | 501(C)(3) | $43,214 | $0 | ANIMAL WELFARE | |
| CATHOLIC OUTREACH SERVICES OF SAN ANGELO | |||||||||
| 410 N CHADBORNE | SAN ANGELO | TX | 76903 | 752359744 | 501(C)(3) | $9,679 | $0 | RELIGION | |
| CHILDREN'S ADVOCACY CENTER OF TOM GREEN COUNTY INC | |||||||||
| POBOX 5195 | SAN ANGELO | TX | 76902 | 752401001 | 501(C)(3) | $787,962 | $0 | HEALTH | |
| CHILDREN'S BED PROJECT | |||||||||
| 4522 COLLEGE HILLS BLVD | SAN ANGELO | TX | 76904 | 751170261 | 501(C)(3) | $8,981 | $0 | HUMAN SERVICES | |
| CHILDREN'S HOPE RESIDENTIAL SERVICES INC | |||||||||
| 2412 COLLEGE HILLS BLVD STE 103A | SAN ANGELO | TX | 76904 | 141841206 | 501(C)(3) | $11,601 | $0 | HUMAN SERVICES | |
| CHILDREN'S ORGAN TRANSPLANT ASSOCIATION | |||||||||
| 2501 W COTA DRIVE | BLOOMINGTON | IN | 47403 | 351674365 | 501(C)(3) | $12,957 | $0 | HEALTH | |
| CHRISTIAN SCIENCE SOCIETY OF SAN ANGELO | |||||||||
| 3306 LOOP 306 | SAN ANGELO | TX | 76904 | 756037047 | 501(C)(3) | $20,000 | $0 | RELIGION | |
| CHRISTIANS IN ACTION INC | |||||||||
| 1505 S CHADBOURNE | SAN ANGELO | TX | 76903 | 751776646 | 501(C)(3) | $55,000 | $0 | HUMAN SERVICES | |
| CHRISTOVAL VOLUNTEER FIRE DEPARTMENT | |||||||||
| PO BOX 193 | CHRISTOVAL | TX | 76935 | 751836206 | 501(C)(3) | $23,397 | $0 | DISASTER RELIEF | |
| CITY OF SAN ANGELO PARKS DEPARTMENT | |||||||||
| 702 S CHARDBOURNE ST | SAN ANGELO | TX | 76903 | 756000659 | 501(C)(3) | $75,000 | $0 | COMMUNITY DEVELOPMENT | |
| CIVIL AIR PATROL SAN ANGELO COMPOSITE SQUADRON | |||||||||
| 11254 MOUNT NEBO RD | SAN ANGELO | TX | 76901 | 756037853 | 501(C)(3) | $8,191 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| COLDWATER CHURCH OF CHRIST | |||||||||
| 8467 STATE ROUTE 121 N | MURRAY | KY | 42071 | 464536808 | 501(C)(3) | $10,000 | $0 | RELIGION | |
| CONCHO VALLEY BIBLICAL COUNSELING CENTER | |||||||||
| 2601 FREELAND AVE | SAN ANGELO | TX | 76901 | 751401716 | 501(C)(3) | $42,034 | $0 | RELIGIOUS | |
| CONCHO VALLEY COMMUNITY ACTION AGENCY | |||||||||
| PO BOX 671 | SAN ANGELO | TX | 76902 | 751227772 | 501(C)(3) | $50,000 | $0 | HUMAN SERVICES | |
| CONCHO VALLEY HOME FOR GIRLS | |||||||||
| PO BOX 3772 | SAN ANGELO | TX | 76902 | 237102643 | 501(C)(3) | $48,440 | $0 | HUMAN SERVICES | |
| CONCHO VALLEY PAWS | |||||||||
| PO BOX 2604 | SAN ANGELO | TX | 76902 | 756030459 | 501(C)(3) | $108,929 | $0 | ANIMAL WELFARE | |
| CONCHO VALLEY REGIONAL FOOD BANK | |||||||||
| PO BOX 1207 | SAN ANGELO | TX | 76902 | 751897032 | 501(C)(3) | $80,709 | $0 | FOOD, NUTRITION | |
| CONCHO VALLEY TURNING POINT INC | |||||||||
| 528 E HIGHLAND | SAN ANGELO | TX | 76903 | 320292036 | 501(C)(3) | $45,010 | $0 | HUMAN SERVICES | |
| CONGREGATION BETH ISRAEL | |||||||||
| 2708 TANGLEWOOD DR | SAN ANGELO | TX | 76904 | 756188122 | 501(C)(3) | $9,965 | $0 | RELIGION | |
| CRIME STOPPERS OF SAN ANGELO INC | |||||||||
| PO BOX 5020 | SAN ANGELO | TX | 76902 | 752185394 | 501(C)(3) | $5,965 | $0 | CRIME PREVENTION | |
| CRITTER SHACK RESCUE | |||||||||
| PO BOX 192 | WALL | TX | 76957 | 412090330 | 501(C)(3) | $63,002 | $0 | ANIMAL WELFARE | |
| CURA BRASIL | |||||||||
| PO BOX 3289 | SAN ANGELO | TX | 76902 | 455386488 | 501(C)(3) | $24,373 | $0 | HEALTH | |
| ELDORADO SERVICE CENTER | |||||||||
| PO BOX 105 | ELDORADO | TX | 76936 | 261666158 | 501(C)(3) | $7,355 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | 731635264 | 501(C)(3) | $18,900 | $0 | RELIGION | |
| EZRA VISION MINISTRIES INC | |||||||||
| 5073 PECAN RIDGE DR STE 100 | SAN ANGELO | TX | 76904 | 464196380 | 501(C)(3) | $14,136 | $0 | HUMAN SERVICES | |
| FAMILY MATTERS | |||||||||
| 15475 NORTH GREENWAY-HAYDEN LOOP | SCOTTSDALE | AZ | 85260 | 860439625 | 501(C)(3) | $335,000 | $0 | RELIGION | SUITE B-20 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||
| PO BOX 3711 | SAN ANGELO | TX | 76902 | 440610626 | 501(C)(3) | $8,816 | $0 | RELIGION | |
| FIRST BAPTIST CHURCH | |||||||||
| PO BOX 2138 | SAN ANGELO | TX | 769022138 | 750808781 | 501(C)(3) | $18,084 | $0 | RELIGION | |
| FIRST CHRISTIAN CHURCH | |||||||||
| PO BOX 791 | MERTZON | TX | 76941 | 751947631 | 501(C)(3) | $35,586 | $0 | RELIGIOUS | |
| FIRST CHRISTIAN CHURCH GOD'S STOREHOUSE | |||||||||
| 29 N OAKES ST | SAN ANGELO | TX | 76903 | 350868116 | 501(C)(3) | $7,309 | $0 | RELIGION | |
| FIRST PRESBYTERIAN CHURCH | |||||||||
| 32 NORTH IRVING | SAN ANGELO | TX | 76903 | 750904033 | 501(C)(3) | $246,500 | $0 | RELIGION | |
| FIRST UNITED METHODIST CHURCH | |||||||||
| PO BOX 675 | SONORA | TX | 76950 | 751723553 | 501(C)(3) | $8,000 | $0 | RELIGION | |
| FIRST UNITED METHODIST CHURCH | |||||||||
| 37 E BEAUREGARD | SAN ANGELO | TX | 76903 | 756001559 | 501(C)(3) | $10,000 | $0 | RELIGION | |
| FORT CHADBOURNE FOUNDATION | |||||||||
| 651 FORT CHADBOURNE ROAD | BRONTE | TX | 76933 | 752804188 | 501(C)(3) | $8,726 | $0 | ARTS & CULTURE | |
| FORT CONCHO FOUNDATION | |||||||||
| 630 S OAKES | SAN ANGELO | TX | 76903 | 751605975 | 501(C)(3) | $3,891,246 | $0 | ARTS & CULTURE | |
| FRESH START MINISTRIES OF SAN ANGELO | |||||||||
| PO BOX 3653 | SAN ANGELO | TX | 76902 | 814528010 | 501(C)(3) | $15,620 | $0 | HUMAN SERVICES | |
| GALILEE COMMUNITY DEVELOPMENT CORPORATION | |||||||||
| 39 BUICK STREET | SAN ANGELO | TX | 76901 | 752865891 | 501(C)(3) | $318,637 | $0 | HOUSING/SHELTER | |
| GIRL SCOUTS OF CENTRAL TEXAS-EL CAMINO PROGRAM CENTER | |||||||||
| 304 W AVE A | SAN ANGELO | TX | 76903 | 741109644 | 501(C)(3) | $15,690 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| GLEN MEADOWS BAPTIST CHURCH | |||||||||
| 6002 KNICKERBOCKER ROAD | SAN ANGELO | TX | 76904 | 752404829 | 501(C)(3) | $15,000 | $0 | RELIGION | |
| HABITAT FOR HUMANITY | |||||||||
| 401 NORTH CHADBOURNE | SAN ANGELO | TX | 76903 | 752532858 | 501(C)(3) | $18,654 | $0 | HOUSING/SHELTER | |
| HANDS OF MERCY CAT SANCTUARY | |||||||||
| 6042 SAGE HEN CIRCLE | SAN ANGELO | TX | 76905 | 831718739 | 501(C)(3) | $7,414 | $0 | ANIMAL WELFARE | |
| HEIFER PROJECT INTERNATIONAL INC | |||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | 351019477 | 501(C)(3) | $18,900 | $0 | HUMAN SERVICES | |
| HERITAGE PARK | |||||||||
| 221 S IRVING ST | SAN ANGELO | TX | 76903 | 731634145 | 501(C)(3) | $43,471 | $0 | ARTS AND CULTURE | |
| HOLY ANGELS CHURCH | |||||||||
| 2202 RUTGERS ST | SAN ANGELO | TX | 76904 | 751086083 | 501(C)(3) | $25,000 | $0 | RELIGION | |
| HOUSE OF FAITH-SAN ANGELO | |||||||||
| 321 MONTECITO DR | SAN ANGELO | TX | 76903 | 742694406 | 501(C)(3) | $198,032 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| HOUZE OF POWER | |||||||||
| 4215 ARMSTRONG | SAN ANGELO | TX | 76903 | 834160282 | 501(C)(3) | $9,656 | $0 | RELIGIOUS | |
| ICD BRIDGES | |||||||||
| PO BOX 5018 | SAN ANGELO | TX | 76902 | 751584080 | 501(C)(3) | $40,122 | $0 | HOUSING/SHELTER | |
| JOSEPH THOMAS FOUNDATION | |||||||||
| PO BOX 6042 | ABILENE | TX | 79608 | 262569438 | 501(C)(3) | $25,367 | $0 | HEALTH | |
| JOSHUA 12 FELLOWSHIP | |||||||||
| PO BOX 5701 | SAN ANGELO | TX | 76902 | 752306376 | 501(C)(3) | $33,652 | $0 | RELIGIOUS | |
| JUNIOR LEAGUE OF SAN ANGELO INC | |||||||||
| PO BOX 3033 | SAN ANGELO | TX | 76902 | 750878540 | 501(C)(3) | $8,021 | $0 | COMMUNITY DEVELOPMENT | |
| LA ESPERANZA CLINIC INC | |||||||||
| 2029 W BEAUREGARD AVE | SAN ANGELO | TX | 76901 | 742699762 | 501(C)(3) | $9,162 | $0 | HEALTH | |
| LIFE OUTREACH INTERNATIONAL | |||||||||
| PO BOX 982000 | FORT WORTH | TX | 761828000 | 752684727 | 501(C)(3) | $15,000 | $0 | ENVIRONMENTAL | |
| MABELVALE CHURCH OF CHRIST | |||||||||
| 10820 MABELVALE WEST RD | MABELVALE | AR | 72103 | 222150426 | 501(C)(3) | $7,000 | $0 | RELIGIOUS | |
| MEALS FOR THE ELDERLY | |||||||||
| 310 E HOUSTON HARTE | SAN ANGELO | TX | 76903 | 510159134 | 501(C)(3) | $140,297 | $0 | FOOD, NUTRITION | |
| MENARD FIRST UNITED METHODIST CHURCH | |||||||||
| PO BOX 851 | MENARD | TX | 76859 | 752366023 | 501(C)(3) | $10,000 | $0 | RELIGION | |
| MENARD COUNTY | |||||||||
| PO BOX 1038 | MENARD | TX | 76859 | 756001066 | 501(C)(3) | $5,090 | $0 | COMMUNITY DEVELOPMENT | |
| MENARD PIONEER CEMETERY FUND | |||||||||
| PO BOX 981 | MENARD | TX | 76859 | 756377159 | 501(C)(3) | $7,500 | $0 | COMMUNITY DEVELOPMENT | |
| METCALFE-SPENCE CEMETERY HISTORICAL PRESERVATION FOUNDATION | |||||||||
| 221 S IRVING ST | SAN ANGELO | TX | 76903 | 843959218 | 501(C)(3) | $10,000 | $0 | HISTORIC PRESERVATION | |
| MHMR SERVICES FOR THE CONCHO VALLEY | |||||||||
| 1501 W BEAUREGARD | SAN ANGELO | TX | 76901 | 751251523 | 501(C)(3) | $600,149 | $0 | MENTAL HEALTH | |
| MT CARMEL HERMITAGE | |||||||||
| PO BOX 337 | CHRISTOVAL | TX | 769350337 | 542134524 | 501(C)(3) | $57,273 | $0 | RELIGION | |
| OPEN ARMS RAPE CRISIS CENTER & LGBT SERVICES | |||||||||
| 113 N HARRISON ST | SAN ANGELO | TX | 76901 | 752398422 | 501(C)(3) | $31,000 | $0 | HUMAN SERVICES | |
| OUMC LOAVES AND FISHES | |||||||||
| PO BOX 983 | OZONA | TX | 76943 | 751227807 | 501(C)(3) | $5,899 | $0 | FOOD, NUTRITION | |
| OUR LADY OF GRACE MONASTERY | |||||||||
| 6202 CR 339 | CHRISTOVAL | TX | 769353023 | 751086360 | 501(C)(3) | $12,500 | $0 | RELIGION | |
| OZONA COMMUNITY CENTER INC | |||||||||
| PO BOX 41 | OZONA | TX | 769430041 | 751897769 | 501(C)(3) | $12,476 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| PLAYLAND COMMUNITIES FOUNDATION | |||||||||
| PO BOX 494 | CHRISTOVAL | TX | 76935 | 852702860 | 501(C)(3) | $182,929 | $0 | COMMUNITY DEVELOPMENT | |
| POSSIBILITIES OF THE CONCHO VALLEY | |||||||||
| PO BOX 1922 | SAN ANGELO | TX | 76902 | 842477580 | 501(C)(3) | $18,807 | $0 | HEALTH | |
| PREGNANCY HELP CENTER OF THE CONCHO VALLEY | |||||||||
| 2525 SHERWOOD WAY | SAN ANGELO | TX | 76901 | 752381411 | 501(C)(3) | $209,017 | $0 | HEALTH | |
| RAINBOW ROOM | |||||||||
| 622 S OAKS AVE STE L | SAN ANGELO | TX | 76903 | 201429140 | 501(C)(3) | $14,428 | $0 | HUMAN SERVICES | |
| RODNEY FLOYD SPECIAL NEED CHILDREN'S FUND | |||||||||
| 221 S IRVING ST | SAN ANGELO | TX | 76903 | 731634145 | 501(C)(3) | $8,276 | $0 | HEALTH | |
| RUST STREET MINISTRIES | |||||||||
| 803 RUST ST | SAN ANGELO | TX | 76903 | 752950303 | 501(C)(3) | $115,880 | $0 | FOOD, NUTRITION | |
| SAINT JOHNS EPISCOPAL CHURCH | |||||||||
| PO BOX 1100 | SONORA | TX | 76950 | 756027934 | 501(C)(3) | $70,680 | $0 | RELIGION | |
| SAN ANGELO AREA FOUNDATION | |||||||||
| 221 S IRVING ST | SAN ANGELO | TX | 76903 | 731634145 | 501(C)(3) | $36,849 | $0 | PHILANTHROPY | |
| SAN ANGELO ART CLUB | |||||||||
| 119 WEST FIRST STREET | SAN ANGELO | TX | 76903 | 756037393 | 501(C)(3) | $12,226 | $0 | ARTS & CULTURE | |
| SAN ANGELO BROADWAY ACADEMY YOUTH THEATER | |||||||||
| PO BOX 1562 | SAN ANGELO | TX | 76902 | 271832775 | 501(C)(3) | $20,277 | $0 | ARTS & CULTURE | |
| SAN ANGELO MUSEUM OF FINE ARTS | |||||||||
| ONE LOVE STREET | SAN ANGELO | TX | 76903 | 751776765 | 501(C)(3) | $219,399 | $0 | ARTS & CULTURE | |
| SAN ANGELO PERFORMING ARTS CENTER | |||||||||
| 82 GILLIS ST | SAN ANGELO | TX | 76903 | 453031837 | 501(C)(3) | $18,719 | $0 | ARTS & CULTURE | |
| SAN ANGELO STOCK SHOW & RODEO ASSOCIATION | |||||||||
| 200 W 43RD ST | SAN ANGELO | TX | 76903 | 750871755 | 501(C)(3) | $17,177 | $0 | ANIMAL WELFARE | |
| SAN ANGELO SYMPHONY | |||||||||
| PO BOX 5922 | SAN ANGELO | TX | 76902 | 756003857 | 501(C)(3) | $29,846 | $0 | ARTS & CULTURE | |
| SAN ANGELO SYMPHONY GUILD | |||||||||
| PO BOX 62952 | SAN ANGELO | TX | 76906 | 752207198 | 501(C)(3) | $6,291 | $0 | ARTS & CULTURE | |
| SAN ANTONIO 1000 CANCER GENOME PROJECT | |||||||||
| PO BOX 90166 | SAN ANTONIO | TX | 78209 | 260371270 | 501(C)(3) | $10,000 | $0 | DISEASE | |
| SHANNON MEDICAL CENTER - CHILDREN'S MIRACLE NETWORK | |||||||||
| 120 E HARRIS AVE | SAN ANGELO | TX | 76903 | 752559845 | 501(C)(3) | $21,066 | $0 | HEALTH | |
| SIERRA VISTA UNITED METHODIST CHURCH | |||||||||
| 4522 COLLEGE HILLS BLVD | SAN ANGELO | TX | 76904 | 751170261 | 501(C)(3) | $12,000 | $0 | RELIGION | |
| SONRISAS THERAPEUTIC RIDING INC | |||||||||
| PO BOX 1093 | SAN ANGELO | TX | 76902 | 752173731 | 501(C)(3) | $27,940 | $0 | HUMAN SERVICES | |
| SPECIAL OLYMPICS TEXAS INC - AREA 14 BIG COUNTRY | |||||||||
| 500 CHESTNUT STREET SUITE 1821 | ABILENE | TX | 79602 | 741998367 | 501(C)(3) | $10,000 | $0 | COMMUNITY DEVELOPMENT | |
| ST JOHN'S LUTHERAN CHURCH | |||||||||
| 1100 W PARSONAGE ST | WINTERS | TX | 79567 | 751495319 | 501(C)(3) | $32,172 | $0 | RELIGION | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||
| 1535 WEST LOOP SOUTH SUITE 240 | HOUSTON | TX | 77027 | 620646012 | 501(C)(3) | $8,000 | $0 | DISEASE | |
| ST LUKE UMC CHILD DEVELOPMENT CENTER | |||||||||
| 2781 W AVE N | SAN ANGELO | TX | 76904 | 756003908 | 501(C)(3) | $13,728 | $0 | RELIGIOUS | |
| ST PAUL PRESBYTERIAN CHURCH | |||||||||
| 11 NORTH PARK ST | SAN ANGELO | TX | 76901 | 750843188 | 501(C)(3) | $26,571 | $0 | RELIGION | |
| SUTTON COUNTY FOOD PANTRY AND RESOURCE CENTER | |||||||||
| PO BOX 497 | SONORA | TX | 76950 | 465446589 | 501(C)(3) | $10,000 | $0 | FOOD, NUTRITION | |
| SUTTON COUNTY HEALTH FOUNDATION | |||||||||
| PO BOX 18 | SONORA | TX | 76950 | 043642997 | 501(C)(3) | $45,000 | $0 | HEALTH | |
| TEXAS DISTRICT OF THE LUTHERAN CHURCH- MISSOURI SYNOD | |||||||||
| 7900 EAST HIGHWAY 290 | AUSTIN | TX | 787242499 | 741189681 | 501(C)(3) | $24,402 | $0 | RELIGIOUS | |
| TEXAS SOUTHWEST COUNCIL - BOY SCOUTS OF AMERICA | |||||||||
| PO BOX 1584 | SAN ANGELO | TX | 76902 | 750800617 | 501(C)(3) | $154,775 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| THE GOOD SAMARITAN CENTER OF SAN ANTONIO TEXAS | |||||||||
| 1600 SALTILLO | SAN ANTONIO | TX | 78207 | 741117340 | 501(C)(3) | $10,000 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| THE HOSPICE OF SAN ANGELO INC | |||||||||
| 3001 S JACKSON ST | SAN ANGELO | TX | 76904 | 750868320 | 501(C)(3) | $7,210 | $0 | HEALTH | |
| THE SALVATION ARMY | |||||||||
| 34 W 3RD ST | SAN ANGELO | TX | 76903 | 580660607 | 501(C)(3) | $101,115 | $0 | HUMAN SERVICES | |
| THE VESSEL CHURCH | |||||||||
| PO BOX 761 | SAN ANGELO | TX | 76902 | 814615392 | 501(C)(3) | $11,908 | $0 | RELIGION | |
| THROUGH GOD COMES JUSTICE MINISTRY | |||||||||
| 222 W HARRIS | SAN ANGELO | TX | 76903 | 752778164 | 501(C)(3) | $9,703 | $0 | RELIGION | |
| TOM GREEN 4-H SCHOLARSHIP FOUNDATION | |||||||||
| 113 WEST BEAUREGARD AVE | SAN ANGELO | TX | 76903 | 823813942 | 501(C)(3) | $26,637 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| TOM GREEN COUNTY LIBRARY | |||||||||
| 33 W BEAUREGARD | SAN ANGELO | TX | 76903 | 756001184 | 501(C)(3) | $122,075 | $0 | LIBRARIES, LIBRARY SCIENC | |
| UNITED WAY OF THE CONCHO VALLEY | |||||||||
| PO BOX 3710 | SAN ANGELO | TX | 76902 | 750859662 | 501(C)(3) | $136,910 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| UNITY CHURCH OF SAN ANGELO | |||||||||
| PO BOX 3837 | SAN ANGELO | TX | 76902 | 751773780 | 501(C)(3) | $8,900 | $0 | RELIGION | |
| U-TURN FOR CHRIST | |||||||||
| PO BOX 863 | SAN ANGELO | TX | 76902 | 383954089 | 501(C)(3) | $5,279 | $0 | RELIGIOUS | |
| WALL VOLUNTEER FIRE DEPARTMENT | |||||||||
| PO BOX 280 | WALL | TX | 76957 | 751923816 | 501(C)(3) | $25,000 | $0 | DISASTER RELIEF | |
| WESLEY UMC DAILY BREAD PROGRAM | |||||||||
| 301 W 18TH ST | SAN ANGELO | TX | 76903 | 562563807 | 501(C)(3) | $76,352 | $0 | FOOD, NUTRITION | |
| WEST TEXAS BOYS RANCH | |||||||||
| 10223 BOYS RANCH RD | SAN ANGELO | TX | 76904 | 750954831 | 501(C)(3) | $128,628 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| WEST TEXAS COUNSELING & GUIDANCE | |||||||||
| 36 E TWOHIG 6TH FLOOR | SAN ANGELO | TX | 76903 | 751561599 | 501(C)(3) | $954,677 | $0 | HUMAN SERVICES | |
| WEST TEXAS REHABILITATION CENTER | |||||||||
| 3001 S JACKSON | SAN ANGELO | TX | 76904 | 750868320 | 501(C)(3) | $214,167 | $0 | HEALTH | |
| YOUNG LIFE - SAN ANGELO AREA # TX-102 | |||||||||
| PO BOX 2123 | DACULA | GA | 300190036 | 840385934 | 501(C)(3) | $18,692 | $0 | RELIGION | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO | |||||||||
| 353 S RANDOLPH | SAN ANGELO | TX | 76903 | 750800698 | 501(C)(3) | $144,407 | $0 | YOUTH DEVELOPMENT PROGRAM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 134 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES. | 938 | $3,249,753 |
| SONORA FLOOD RELIEF ASSISTANCE TO INDIVIDUALS | 1 | $1,400 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT LEWIS | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $206,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $45,497 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,800 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $256,297 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, LINE I, COLUMN C | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J PART I QUESTION 4(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: MATT LEWIS, $45,497 INCREASED VALUE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 194 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,585,273 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 -10,785,891. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 1,377,573. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 3,458,000. OTHER 180,268. |
| 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 20 GRANT APPLICATION COMMITTEE MEMBERS AND 15 ADDITIONAL VOLUNTEERS. |
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