2022-10-17T14:58:37-05:00 2021-12-31 751056027 CONDLEY AND COMPANY LLP PO BOX 2993 ABILENE TX 796042993 990 2021-01-01 731634145 SAN ANGELO AREA FOUNDATION SANA 3259477071 221 S IRVING ST SAN ANGELO TX 76903 MATT LEWIS CEO 3259477071 2022-10-17 1 MATT LEWIS 999009999 GAYE DAVIS CPA P00277460 3256776251 2022-10-17 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MATT LEWIS 221 S IRVING ST SAN ANGELO TX 76903 114618481 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 11 50 0 0 10737668 23591568 0 0 21989251 18307011 66842 163879 32793761 42062458 12203474 15765789 0 0 756638 867718 0 0 441782 811986 824018 13772098 17457525 19021663 24604933 182302302 221834647 45975919 61792416 136326383 160042231 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 16131565 15765789 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. 16131565 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 24 0 1 11 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 JEFFREY BOZEMAN BOARD MEMBER 2.00 X 0 0 0 BRADY JOHNSON BOARD MEMBER 2.00 X 0 0 0 JON BAILEY BOARD MEMBER 2.00 X 0 0 0 CAMILLE YALE VICE CHAIRMAN 2.00 X X 0 0 0 CARMEN DUSEK PAST CHAIRMAN 2.00 X X 0 0 0 FRED HERNANDEZ CHAIRMAN 2.00 X X 0 0 0 JAMES HUFFMAN BOARD MEMBER 2.00 X 0 0 0 JANE RICHARDSON BOARD MEMBER 2.00 X 0 0 0 JASON COX BOARD MEMBER 2.00 X 0 0 0 JAY BOYD SECRETARY/TREASURER 2.00 X X 0 0 0 RONNIE D HAWKINS JR BOARD MEMBER 2.00 X 0 0 0 DREW WALLACE BOARD MEMBER 2.00 X 0 0 0 GAYLA THORNTON BOARD MEMBER 2.00 X 0 0 0 PATRICK SHANNON EXECUTIVE COMMITTEE 2.00 X X 0 0 0 JANA RUETER BOARD MEMBER 2.00 X 0 0 0 MATT LEWIS PRESIDENT & CEO 40.00 X 206000 0 50297 206000 0 50297 1 0 1 0 0 23591568 8585273 23591568 8388346 8388346 197696 78356 119340 119340 119340 82396332 72477667 9918665 9918665 9918665 INS. PROCEEDS 531110 44539 44539 44539 42062458 0 0 18470890 12514635 12514635 3251154 3251154 206000 41200 123600 41200 457548 134548 147500 175500 79751 19993 33211 26547 77577 19448 32306 25823 46842 12462 19107 15273 10795 2295 8500 33149 33149 328571 328571 52035 52035 15060 4097 6794 4169 91917 25007 41466 25444 59118 19772 19229 20117 14739 4010 6649 4080 38788 10553 17498 10737 137073 62916 45960 28197 8255 2246 3724 2285 DUES AND MEMBERSHIPS 26573 7229 11988 7356 BANK CHARGES 7945 4926 3019 17457525 16131565 884178 441782 3207753 3200054 3885458 6430546 4751095 915351 3668175 3835744 162218358 195615060 9231264 12664462 91294 88781 182302302 221834647 1885 2119 3861355 45974034 57928942 45975919 61792416 X 3122632 3255390 133203751 156786841 136326383 160042231 182302302 221834647 X 24604933 4880965 -5770050 X X 0 1 X 1 0 X 7669607 13016946 15529800 10737668 23591568 70545589 7669607 13016946 15529800 10737668 23591568 70545589 2142960 68402629 5350186 5955812 5546135 4057704 8630582 29540419 100086008 0.68340 0.63800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53 5840462 2738680 24911599 1 1 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 117587937 12617712 25773682 7799550 -1076898 1335521 147921158 0.50000 0.50000 0 0 222954 222954 2842459 546930 2295529 1103010 116294 986716 278030 252127 25903 304642 304642 3835744 LIMITED PARTNERSHIPS 180722 C BENEFICIAL INT IN CHARITABLE REMAINDER TRUSTS 12483740 C 12664462 PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST 2952008 AGENCY ENDOWMENTS 54745156 DEFERRED COMPENSATION 231778 57928942 X 36087586 4880965 258625 5139590 30947996 328571 10785891 11114462 42062458 15829738 78356 78356 15751382 1706144 1706144 17457526 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 1 ALCOHOL & DRUG ABUSE COUNCIL FOR THE CONCHO VALLEY PO BOX 3805 SAN ANGELO TX 76902 751609328 501(C)(3) 55635 0 HUMAN SERVICES ANGELO CIVIC THEATRE 1936 SHERWOOD WAY SAN ANGELO TX 76901 750888979 501(C)(3) 25895 0 ARTS & CULTURE APOLOGETICS PRESS 230 LANDMARK DRIVE MONTGOMERY AL 36117 581406077 501(C)(3) 15000 0 RELIGION ART IN UNCOMMON PLACES 701 S IRVING SAN ANGELO TX 76903 870777592 501(C)(3) 20455 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) 19843 0 RELIGION BALLET SAN ANGELO PO BOX 5092 SAN ANGELO TX 76902 751895746 501(C)(3) 24786 0 ARTS & CULTURE 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) 26500 0 RELIGIOUS BAPTIST MEMORIALS MINISTRIES 902 N MAIN ST SAN ANGELO TX 76903 752755400 501(C)(3) 8965 0 HEALTH BE THEATRE 82 GILLIS STREET SAN ANGELO TX 76903 471890997 501(C)(3) 22587 0 ARTS & CULTURE BISHOP STREET BOOTCAMP RANCH PO BOX 9 KNICKERBOCKER TX 76939 811439906 501(C)(3) 99236 0 HUMAN SERVICES BOYS & GIRLS CLUB OF MENARD PO BOX 1043 MENARD TX 76859 263174725 501(C)(3) 20480 0 YOUTH DEVELOPMENT PROGRAM BOYS & GIRLS CLUB OF SAN ANGELO INC PO BOX 107 SAN ANGELO TX 76902 751216481 501(C)(3) 49211 0 YOUTH DEVELOPMENT PROGRAM BRYAN COLLEGE STATION CHURCH OF CHRIST 11914 SH 30 COLLEGE STATION TX 77845 320099879 501(C)(3) 12000 0 RELIGION CASSIE'S PLACE 2591 FM 584 SAN ANGELO TX 76904 475533888 501(C)(3) 43214 0 ANIMAL WELFARE CATHOLIC OUTREACH SERVICES OF SAN ANGELO 410 N CHADBORNE SAN ANGELO TX 76903 752359744 501(C)(3) 9679 0 RELIGION CHILDREN'S ADVOCACY CENTER OF TOM GREEN COUNTY INC POBOX 5195 SAN ANGELO TX 76902 752401001 501(C)(3) 787962 0 HEALTH CHILDREN'S BED PROJECT 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 8981 0 HUMAN SERVICES CHILDREN'S HOPE RESIDENTIAL SERVICES INC 2412 COLLEGE HILLS BLVD STE 103A SAN ANGELO TX 76904 141841206 501(C)(3) 11601 0 HUMAN SERVICES CHILDREN'S ORGAN TRANSPLANT ASSOCIATION 2501 W COTA DRIVE BLOOMINGTON IN 47403 351674365 501(C)(3) 12957 0 HEALTH CHRISTIAN SCIENCE SOCIETY OF SAN ANGELO 3306 LOOP 306 SAN ANGELO TX 76904 756037047 501(C)(3) 20000 0 RELIGION CHRISTIANS IN ACTION INC 1505 S CHADBOURNE SAN ANGELO TX 76903 751776646 501(C)(3) 55000 0 HUMAN SERVICES CHRISTOVAL VOLUNTEER FIRE DEPARTMENT PO BOX 193 CHRISTOVAL TX 76935 751836206 501(C)(3) 23397 0 DISASTER RELIEF CITY OF SAN ANGELO PARKS DEPARTMENT 702 S CHARDBOURNE ST SAN ANGELO TX 76903 756000659 501(C)(3) 75000 0 COMMUNITY DEVELOPMENT CIVIL AIR PATROL SAN ANGELO COMPOSITE SQUADRON 11254 MOUNT NEBO RD SAN ANGELO TX 76901 756037853 501(C)(3) 8191 0 YOUTH DEVELOPMENT PROGRAM COLDWATER CHURCH OF CHRIST 8467 STATE ROUTE 121 N MURRAY KY 42071 464536808 501(C)(3) 10000 0 RELIGION CONCHO VALLEY BIBLICAL COUNSELING CENTER 2601 FREELAND AVE SAN ANGELO TX 76901 751401716 501(C)(3) 42034 0 RELIGIOUS CONCHO VALLEY COMMUNITY ACTION AGENCY PO BOX 671 SAN ANGELO TX 76902 751227772 501(C)(3) 50000 0 HUMAN SERVICES CONCHO VALLEY HOME FOR GIRLS PO BOX 3772 SAN ANGELO TX 76902 237102643 501(C)(3) 48440 0 HUMAN SERVICES CONCHO VALLEY PAWS PO BOX 2604 SAN ANGELO TX 76902 756030459 501(C)(3) 108929 0 ANIMAL WELFARE CONCHO VALLEY REGIONAL FOOD BANK PO BOX 1207 SAN ANGELO TX 76902 751897032 501(C)(3) 80709 0 FOOD, NUTRITION CONCHO VALLEY TURNING POINT INC 528 E HIGHLAND SAN ANGELO TX 76903 320292036 501(C)(3) 45010 0 HUMAN SERVICES CONGREGATION BETH ISRAEL 2708 TANGLEWOOD DR SAN ANGELO TX 76904 756188122 501(C)(3) 9965 0 RELIGION CRIME STOPPERS OF SAN ANGELO INC PO BOX 5020 SAN ANGELO TX 76902 752185394 501(C)(3) 5965 0 CRIME PREVENTION CRITTER SHACK RESCUE PO BOX 192 WALL TX 76957 412090330 501(C)(3) 63002 0 ANIMAL WELFARE CURA BRASIL PO BOX 3289 SAN ANGELO TX 76902 455386488 501(C)(3) 24373 0 HEALTH ELDORADO SERVICE CENTER PO BOX 105 ELDORADO TX 76936 261666158 501(C)(3) 7355 0 YOUTH DEVELOPMENT PROGRAM EPISCOPAL RELIEF AND DEVELOPMENT PO BOX 7058 MERRIFIELD VA 22116 731635264 501(C)(3) 18900 0 RELIGION EZRA VISION MINISTRIES INC 5073 PECAN RIDGE DR STE 100 SAN ANGELO TX 76904 464196380 501(C)(3) 14136 0 HUMAN SERVICES FAMILY MATTERS 15475 NORTH GREENWAY-HAYDEN LOOP SUITE 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) 8816 0 RELIGION FIRST BAPTIST CHURCH PO BOX 2138 SAN ANGELO TX 769022138 750808781 501(C)(3) 18084 0 RELIGION FIRST CHRISTIAN CHURCH PO BOX 791 MERTZON TX 76941 751947631 501(C)(3) 35586 0 RELIGIOUS FIRST CHRISTIAN CHURCH GOD'S STOREHOUSE 29 N OAKES ST SAN ANGELO TX 76903 350868116 501(C)(3) 7309 0 RELIGION FIRST PRESBYTERIAN CHURCH 32 NORTH IRVING SAN ANGELO TX 76903 750904033 501(C)(3) 246500 0 RELIGION FIRST UNITED METHODIST CHURCH PO BOX 675 SONORA TX 76950 751723553 501(C)(3) 8000 0 RELIGION FIRST UNITED METHODIST CHURCH 37 E BEAUREGARD SAN ANGELO TX 76903 756001559 501(C)(3) 10000 0 RELIGION FORT CHADBOURNE FOUNDATION 651 FORT CHADBOURNE ROAD BRONTE TX 76933 752804188 501(C)(3) 8726 0 ARTS & CULTURE FORT CONCHO FOUNDATION 630 S OAKES SAN ANGELO TX 76903 751605975 501(C)(3) 3891246 0 ARTS & CULTURE FRESH START MINISTRIES OF SAN ANGELO PO BOX 3653 SAN ANGELO TX 76902 814528010 501(C)(3) 15620 0 HUMAN SERVICES GALILEE COMMUNITY DEVELOPMENT CORPORATION 39 BUICK STREET SAN ANGELO TX 76901 752865891 501(C)(3) 318637 0 HOUSING/SHELTER GIRL SCOUTS OF CENTRAL TEXAS-EL CAMINO PROGRAM CENTER 304 W AVE A SAN ANGELO TX 76903 741109644 501(C)(3) 15690 0 YOUTH DEVELOPMENT PROGRAM GLEN MEADOWS BAPTIST CHURCH 6002 KNICKERBOCKER ROAD SAN ANGELO TX 76904 752404829 501(C)(3) 15000 0 RELIGION HABITAT FOR HUMANITY 401 NORTH CHADBOURNE SAN ANGELO TX 76903 752532858 501(C)(3) 18654 0 HOUSING/SHELTER HANDS OF MERCY CAT SANCTUARY 6042 SAGE HEN CIRCLE SAN ANGELO TX 76905 831718739 501(C)(3) 7414 0 ANIMAL WELFARE HEIFER PROJECT INTERNATIONAL INC 1 WORLD AVENUE LITTLE ROCK AR 72202 351019477 501(C)(3) 18900 0 HUMAN SERVICES HERITAGE PARK 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 43471 0 ARTS AND CULTURE HOLY ANGELS CHURCH 2202 RUTGERS ST SAN ANGELO TX 76904 751086083 501(C)(3) 25000 0 RELIGION HOUSE OF FAITH-SAN ANGELO 321 MONTECITO DR SAN ANGELO TX 76903 742694406 501(C)(3) 198032 0 YOUTH DEVELOPMENT PROGRAM HOUZE OF POWER 4215 ARMSTRONG SAN ANGELO TX 76903 834160282 501(C)(3) 9656 0 RELIGIOUS ICD BRIDGES PO BOX 5018 SAN ANGELO TX 76902 751584080 501(C)(3) 40122 0 HOUSING/SHELTER JOSEPH THOMAS FOUNDATION PO BOX 6042 ABILENE TX 79608 262569438 501(C)(3) 25367 0 HEALTH JOSHUA 12 FELLOWSHIP PO BOX 5701 SAN ANGELO TX 76902 752306376 501(C)(3) 33652 0 RELIGIOUS JUNIOR LEAGUE OF SAN ANGELO INC PO BOX 3033 SAN ANGELO TX 76902 750878540 501(C)(3) 8021 0 COMMUNITY DEVELOPMENT LA ESPERANZA CLINIC INC 2029 W BEAUREGARD AVE SAN ANGELO TX 76901 742699762 501(C)(3) 9162 0 HEALTH LIFE OUTREACH INTERNATIONAL PO BOX 982000 FORT WORTH TX 761828000 752684727 501(C)(3) 15000 0 ENVIRONMENTAL MABELVALE CHURCH OF CHRIST 10820 MABELVALE WEST RD MABELVALE AR 72103 222150426 501(C)(3) 7000 0 RELIGIOUS MEALS FOR THE ELDERLY 310 E HOUSTON HARTE SAN ANGELO TX 76903 510159134 501(C)(3) 140297 0 FOOD, NUTRITION MENARD FIRST UNITED METHODIST CHURCH PO BOX 851 MENARD TX 76859 752366023 501(C)(3) 10000 0 RELIGION MENARD COUNTY PO BOX 1038 MENARD TX 76859 756001066 501(C)(3) 5090 0 COMMUNITY DEVELOPMENT MENARD PIONEER CEMETERY FUND PO BOX 981 MENARD TX 76859 756377159 501(C)(3) 7500 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 MHMR SERVICES FOR THE CONCHO VALLEY 1501 W BEAUREGARD SAN ANGELO TX 76901 751251523 501(C)(3) 600149 0 MENTAL HEALTH MT CARMEL HERMITAGE PO BOX 337 CHRISTOVAL TX 769350337 542134524 501(C)(3) 57273 0 RELIGION OPEN ARMS RAPE CRISIS CENTER & LGBT SERVICES 113 N HARRISON ST SAN ANGELO TX 76901 752398422 501(C)(3) 31000 0 HUMAN SERVICES OUMC LOAVES AND FISHES PO BOX 983 OZONA TX 76943 751227807 501(C)(3) 5899 0 FOOD, NUTRITION OUR LADY OF GRACE MONASTERY 6202 CR 339 CHRISTOVAL TX 769353023 751086360 501(C)(3) 12500 0 RELIGION OZONA COMMUNITY CENTER INC PO BOX 41 OZONA TX 769430041 751897769 501(C)(3) 12476 0 YOUTH DEVELOPMENT PROGRAM PLAYLAND COMMUNITIES FOUNDATION PO BOX 494 CHRISTOVAL TX 76935 852702860 501(C)(3) 182929 0 COMMUNITY DEVELOPMENT POSSIBILITIES OF THE CONCHO VALLEY PO BOX 1922 SAN ANGELO TX 76902 842477580 501(C)(3) 18807 0 HEALTH PREGNANCY HELP CENTER OF THE CONCHO VALLEY 2525 SHERWOOD WAY SAN ANGELO TX 76901 752381411 501(C)(3) 209017 0 HEALTH RAINBOW ROOM 622 S OAKS AVE STE L SAN ANGELO TX 76903 201429140 501(C)(3) 14428 0 HUMAN SERVICES RODNEY FLOYD SPECIAL NEED CHILDREN'S FUND 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 8276 0 HEALTH RUST STREET MINISTRIES 803 RUST ST SAN ANGELO TX 76903 752950303 501(C)(3) 115880 0 FOOD, NUTRITION SAINT JOHNS EPISCOPAL CHURCH PO BOX 1100 SONORA TX 76950 756027934 501(C)(3) 70680 0 RELIGION SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 36849 0 PHILANTHROPY SAN ANGELO ART CLUB 119 WEST FIRST STREET SAN ANGELO TX 76903 756037393 501(C)(3) 12226 0 ARTS & CULTURE SAN ANGELO BROADWAY ACADEMY YOUTH THEATER PO BOX 1562 SAN ANGELO TX 76902 271832775 501(C)(3) 20277 0 ARTS & CULTURE SAN ANGELO MUSEUM OF FINE ARTS ONE LOVE STREET SAN ANGELO TX 76903 751776765 501(C)(3) 219399 0 ARTS & CULTURE SAN ANGELO PERFORMING ARTS CENTER 82 GILLIS ST SAN ANGELO TX 76903 453031837 501(C)(3) 18719 0 ARTS & CULTURE SAN ANGELO STOCK SHOW & RODEO ASSOCIATION 200 W 43RD ST SAN ANGELO TX 76903 750871755 501(C)(3) 17177 0 ANIMAL WELFARE SAN ANGELO SYMPHONY PO BOX 5922 SAN ANGELO TX 76902 756003857 501(C)(3) 29846 0 ARTS & CULTURE SAN ANGELO SYMPHONY GUILD PO BOX 62952 SAN ANGELO TX 76906 752207198 501(C)(3) 6291 0 ARTS & CULTURE SAN ANTONIO 1000 CANCER GENOME PROJECT PO BOX 90166 SAN ANTONIO TX 78209 260371270 501(C)(3) 10000 0 DISEASE SHANNON MEDICAL CENTER - CHILDREN'S MIRACLE NETWORK 120 E HARRIS AVE SAN ANGELO TX 76903 752559845 501(C)(3) 21066 0 HEALTH SIERRA VISTA UNITED METHODIST CHURCH 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 12000 0 RELIGION SONRISAS THERAPEUTIC RIDING INC PO BOX 1093 SAN ANGELO TX 76902 752173731 501(C)(3) 27940 0 HUMAN SERVICES SPECIAL OLYMPICS TEXAS INC - AREA 14 BIG COUNTRY 500 CHESTNUT STREET SUITE 1821 ABILENE TX 79602 741998367 501(C)(3) 10000 0 COMMUNITY DEVELOPMENT ST JOHN'S LUTHERAN CHURCH 1100 W PARSONAGE ST WINTERS TX 79567 751495319 501(C)(3) 32172 0 RELIGION ST JUDE CHILDREN'S RESEARCH HOSPITAL 1535 WEST LOOP SOUTH SUITE 240 HOUSTON TX 77027 620646012 501(C)(3) 8000 0 DISEASE ST LUKE UMC CHILD DEVELOPMENT CENTER 2781 W AVE N SAN ANGELO TX 76904 756003908 501(C)(3) 13728 0 RELIGIOUS ST PAUL PRESBYTERIAN CHURCH 11 NORTH PARK ST SAN ANGELO TX 76901 750843188 501(C)(3) 26571 0 RELIGION SUTTON COUNTY FOOD PANTRY AND RESOURCE CENTER PO BOX 497 SONORA TX 76950 465446589 501(C)(3) 10000 0 FOOD, NUTRITION SUTTON COUNTY HEALTH FOUNDATION PO BOX 18 SONORA TX 76950 043642997 501(C)(3) 45000 0 HEALTH TEXAS DISTRICT OF THE LUTHERAN CHURCH- MISSOURI SYNOD 7900 EAST HIGHWAY 290 AUSTIN TX 787242499 741189681 501(C)(3) 24402 0 RELIGIOUS TEXAS SOUTHWEST COUNCIL - BOY SCOUTS OF AMERICA PO BOX 1584 SAN ANGELO TX 76902 750800617 501(C)(3) 154775 0 YOUTH DEVELOPMENT PROGRAM THE GOOD SAMARITAN CENTER OF SAN ANTONIO TEXAS 1600 SALTILLO SAN ANTONIO TX 78207 741117340 501(C)(3) 10000 0 YOUTH DEVELOPMENT PROGRAM THE HOSPICE OF SAN ANGELO INC 3001 S JACKSON ST SAN ANGELO TX 76904 750868320 501(C)(3) 7210 0 HEALTH THE SALVATION ARMY 34 W 3RD ST SAN ANGELO TX 76903 580660607 501(C)(3) 101115 0 HUMAN SERVICES THE VESSEL CHURCH PO BOX 761 SAN ANGELO TX 76902 814615392 501(C)(3) 11908 0 RELIGION THROUGH GOD COMES JUSTICE MINISTRY 222 W HARRIS SAN ANGELO TX 76903 752778164 501(C)(3) 9703 0 RELIGION TOM GREEN 4-H SCHOLARSHIP FOUNDATION 113 WEST BEAUREGARD AVE SAN ANGELO TX 76903 823813942 501(C)(3) 26637 0 YOUTH DEVELOPMENT PROGRAM TOM GREEN COUNTY LIBRARY 33 W BEAUREGARD SAN ANGELO TX 76903 756001184 501(C)(3) 122075 0 LIBRARIES, LIBRARY SCIENC UNITED WAY OF THE CONCHO VALLEY PO BOX 3710 SAN ANGELO TX 76902 750859662 501(C)(3) 136910 0 YOUTH DEVELOPMENT PROGRAM UNITY CHURCH OF SAN ANGELO PO BOX 3837 SAN ANGELO TX 76902 751773780 501(C)(3) 8900 0 RELIGION U-TURN FOR CHRIST PO BOX 863 SAN ANGELO TX 76902 383954089 501(C)(3) 5279 0 RELIGIOUS WALL VOLUNTEER FIRE DEPARTMENT PO BOX 280 WALL TX 76957 751923816 501(C)(3) 25000 0 DISASTER RELIEF WESLEY UMC DAILY BREAD PROGRAM 301 W 18TH ST SAN ANGELO TX 76903 562563807 501(C)(3) 76352 0 FOOD, NUTRITION WEST TEXAS BOYS RANCH 10223 BOYS RANCH RD SAN ANGELO TX 76904 750954831 501(C)(3) 128628 0 YOUTH DEVELOPMENT PROGRAM WEST TEXAS COUNSELING & GUIDANCE 36 E TWOHIG 6TH FLOOR SAN ANGELO TX 76903 751561599 501(C)(3) 954677 0 HUMAN SERVICES WEST TEXAS REHABILITATION CENTER 3001 S JACKSON SAN ANGELO TX 76904 750868320 501(C)(3) 214167 0 HEALTH YOUNG LIFE - SAN ANGELO AREA # TX-102 PO BOX 2123 DACULA GA 300190036 840385934 501(C)(3) 18692 0 RELIGION YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO 353 S RANDOLPH SAN ANGELO TX 76903 750800698 501(C)(3) 144407 0 YOUTH DEVELOPMENT PROGRAM 134 SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES. 938 3249753 SONORA FLOOD RELIEF ASSISTANCE TO INDIVIDUALS 1 1400 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 206000 0 0 0 0 0 45497 0 4800 0 256297 0 0 0 SCHEDULE J, LINE I, COLUMN C SCHEDULE J PART I QUESTION 4(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: MATT LEWIS, $45,497 INCREASED VALUE. X 194 8585273 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 -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.