2022-11-15T14:04:36-06:00 2021-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2021-01-01 201110274 SAN ANTONIO AREA FOUNDATION GROUP RETURN SANA 2102252243 303 PEARL PKWY 114 SAN ANTONIO TX 782151285 CINDY CAMPBELL CFO 2102252243 2022-11-15 1 CINDY CAMPBELL 999009999 JOSEPHINE BEHREND P00715390 2108286281 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARJORIE FRENCH 303 PEARL PKWY 114 SAN ANTONIO TX 782151285 21301863 1 1 3910 X WWW.SAAFDN.ORG X 2003 TX TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS, SCHOOLS ON BEHALF OF STUDENTS FOR SCHOLARSHIPS, AND TO INDIVIDUALS FOR TEACHER STIPENDS. X 54 54 15 55 2786 1463 8730681 3914354 0 67633 4019796 1380519 1268827 114498 14019304 5477004 5813183 4595429 0 0 1817732 1225098 0 0 40461 4226212 2302651 11857127 8123178 2162177 -2646174 123441637 40579905 2516768 735305 120924869 39844600 X TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS, SCHOOLS ON BEHALF OF STUDENTS FOR SCHOLARSHIPS, AND TO INDIVIDUALS FOR TEACHER STIPENDS. 0 1 6882682 4595429 68356 THE MISSION AND ACCOMPLISHMENTS OF THE ORGANIZATIONS IN THE GROUP RETURN ARE AS FOLLOWS:RICHMOND FAMILY FOUNDATION MAKES A GRANT TO A SELECTED SINGLE 501(C)(3) PUBLIC CHARITY TO RECEIVE A MATCHING GRANT.GUNN FAMILY FOUNDATION MAKES GRANTS TO OTHER 501(C)(3) PUBLIC CHARITIES FOR CHARITABLE PURPOSES.RAPIER EDUCATION FOUNDATION GRANTS COLLEGE SCHOLARSHIPS TO PARTICIPANTS IN BEXAR COUNTY.FRIENDS OF CARVER/ACADEMY PROVIDES GRANTS TO OTHER 501(C)(3) PUBLIC CHARITIES FOR EDUCATION PURPOSES AND PROVIDES SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS. CITY EDUCATION PARTNERS WILL WORK WITH PUBLIC, PRIVATE, AND CHARTER SCHOOL NETWORKS TO PROVIDE HIGH QUALITY EDUCATION IN SAN ANTONIO. CULINARY HEALTH EDUCATION FOR FAMILIES IS A CULINARY HEALTH EDUCATION PROGRAM THAT TEACHES CHILDREN AND FAMILIES BASIC NUTRITION AND PRACTICAL COOKING SKILLS, WITH THE LONG-TERM GOAL OF MOTIVATING INDIVIDUALS AND COMMUNITIES TO ADOPT AND SUSTAIN HEALTHIER EATING HABITS.CHOOSE TO SUCCEED SUPPORTS THE GROWTH OF HIGH-QUALITY SCHOOLS IN SAN ANTONIO THROUGH STRATEGIC INVESTMENTS AND THOUGHT PARTNERSHIP, AND WORKS WITH LOCAL AND NATIONAL ORGANIZATIONS TO DRIVE THE AWARENESS OF AND BROAD PARTICIPATION IN THE HIGH-QUALITY SCHOOL GROWTH INITIATIVES IN SAN ANTONIO.STUDENTS + STARTUPS CONNECTS UNDERGRADUATE STUDENTS WITH SAN ANTONIO COMPANIES FOR INTERNSHIPS.IN-KIND REVENUE RECEIVED DURING THE YEAR: CITY EDUCATION PARTNERS - $264,500 CULINARY HEALTH EDUCATION FOR FAMILIES - $200,000CHOOSE TO SUCCEED - $28,956STUDENTS + STARTUPS - $101,167 6882682 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 79 0 1 15 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 54 54 1 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X CINDY CAMPBELL 2102252243 303 PEARL PKWY 114 SAN ANTONIO TX 782151285 MARJORIE FRENCH - SAAFDN PRESIDENT/CEO 4.00 44.00 X 0 389526 17400 TOM TORKELSON - CTS CEO 40.00 X 301393 0 17400 LYNDA CABELL - SAAFDN SENIOR VP/CFO 4.00 44.00 X 0 227445 13594 DALIA CONTRERAS - CEP CEO 40.00 X 211253 0 12675 ARENDA BURNS - SAAFDN CHIEF ADMINISTRATIVE OFFICER 4.00 44.00 X 0 186320 22921 LISA BRUNSVOLD - SAAFDN VP OF DEVELOPMENT AND DONOR SERVICES 4.00 44.00 X 0 169207 18961 PATRICIA MEJIA - SAAFDN VP OF COMMUNITY ENGAGEMENT AND IMPACT 4.00 44.00 X 0 168206 9572 APRIL HANSARD - SAAFDN CONTROLLER 4.00 44.00 X 0 136391 15785 ANGEL MARTINEZ - SAAFDN VP MARCOM (UNTIL 11/3/21) 4.00 44.00 X 0 111503 10882 JOHN HAYES - CEP FORMER SECRETARY 0.00 0.00 X 0 31500 0 CHRIS BARBIC - CEP DIRECTOR 1.00 X 0 0 0 TIFFANY GRANT - CEP DIRECTOR 1.00 X 0 0 0 KEN HALLIDAY - CEP PRESIDENT 1.00 X X 0 0 0 DAVID HARRIS - CEP DIRECTOR 1.00 X 0 0 0 JORDANNA MARKMAN-EPSTEIN - CEP ASST TREASURER 1.00 X X 0 0 0 JENNA SAUCEDO-HERRERA - CEP DIRECTOR 1.00 X 0 0 0 LIONEL SOSA - CEP DIRECTOR 1.00 X 0 0 0 CAROLINA BLANCO - CHEF DIRECTOR 1.00 X X 0 0 0 SUZIE MEAD FELDMAN - CHEF PRESIDENT 1.00 X X 0 0 0 DR SHAYLON RETTIG - CHEF DIRECTOR 1.00 X 0 0 0 MARIE SMITH - CHEF TREASURER 1.00 X X 0 0 0 AMANDA TYLER - CHEF DIRECTOR 1.00 X 0 0 0 HENRY GONZALEZ III - CTS SECRETARY 1.00 X X 0 0 0 WILLIAM S HARTE - CTS DIRECTOR 1.00 X 0 0 0 STEVE LEWIS - CTS CHAIR 1.00 X X 0 0 0 VICTORIA RICO - CTS TREASURER 1.00 X X 0 0 0 DANIEL BASSICHIS - FOC TREASURER 1.00 X X 0 0 0 KERRY BENEDICT - FOC DIRECTOR 1.00 X 0 0 0 SHARON CROCKETT-RAY - FOC DIRECTOR 1.00 X 0 0 0 AMBROSE ROBINSON - FOC VICE PRESIDENT 1.00 X X 0 0 0 DAVID ROBINSON - FOC PRESIDENT 1.00 X X 0 0 0 DAVID ROBINSON JR - FOC SECRETARY 1.00 X X 0 0 0 TRACY SHELTON - FOC DIRECTOR 1.00 X 0 0 0 ART BAYERN - GUNN FAMILY FDN DIRECTOR 1.00 X 0 0 0 RAYMOND R CARVAJAL - GUNN FAMILY FD DIRECTOR 1.00 X 0 0 0 CURTIS C GUNN - GUNN FAMILY FDN PRESIDENT (UNTIL 02/03/21) 1.00 X X 0 0 0 KATHLEEN GUNN - GUNN FAMILY FDN DIRECTOR 1.00 X 0 0 0 MARILYN HARRINGTON - GUNN FAMILY FD DIRECTOR 1.00 X 0 0 0 CATHERINE COVITA MORONEY - GUNN FAM DIRECTOR 1.00 X 0 0 0 MARY CATHERINE MOLLY WALDEN - GUNN VICE PRESIDENT 1.00 X X 0 0 0 PETER WOLVERTON - GUNN FAMILY FDN DIRECTOR 1.00 X 0 0 0 SHARON CROCKETT-RAY - RAPIER ED FDN SECRETARY 1.00 X X 0 0 0 LISSA MARTINEZ - RAPIER ED FDN VICE PRESIDENT 1.00 X 0 0 0 SANDIE PALOMO-GONZALEZ - RAPIER ED DIRECTOR (UNTIL 12/31/21) 1.00 X 0 0 0 GEORGE M RAPIER - RAPIER ED FDN PRESIDENT 1.00 X X 0 0 0 KYMBERLY A RAPIER - RAPIER ED FDN VICE PRESIDENT (UNTIL 04/15/21) 1.00 X X 0 0 0 NANCY REED - RAPIER ED FDN TREASURER 1.00 X X 0 0 0 JUDY DALRYMPLE - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 TRACY HAMMER - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 CHUCK KING - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 JAMES LIFSHUTZ - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 MARK MIDDLEMAN - REAL ESTATE SRVC SECRETARY/TREASURER 1.00 X X 0 0 0 BRAD PARMAN - REAL ESTATE SRVC CHAIR 1.00 2.00 X X 0 0 0 KATHERINE TAPLEY - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 DON WALKER - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 MINDI ALTERMAN - RICHMOND FAMILY FD DIRECTOR 1.00 X 0 0 0 RAYMOND R CARVAJAL - RICHMOND FAMIL DIRECTOR 1.00 X 0 0 0 SYLVIA FERNANDEZ - RICHMOND FAMILY DIRECTOR (UNTIL 12/31/21) 1.00 X 0 0 0 ALLISON KUSTOFF - RICHMOND FAMILY F DIRECTOR 1.00 X 0 0 0 BRAD PARMAN - RICHMOND FAMILY FDN DIRECTOR 1.00 2.00 X 0 0 0 AARONETTA PIERCE - RICHMOND FAMILY DIRECTOR 1.00 X 0 0 0 CLAY RICHMOND - RICHMOND FAMILY FDN SECRETARY 1.00 X X 0 0 0 GAIL RICHMOND - RICHMOND FAMILY FDN DIRECTOR 1.00 X 0 0 0 JOHN RICHMOND - RICHMOND FAMILY FDN VICE PRESIDENT; TREASURER 1.00 X X 0 0 0 STEVE RICHMOND - RICHMOND FAMILY FD PRESIDENT 1.00 X X 0 0 0 ALEXANDRA FREY - STUDENTS STARTUPS PRESIDENT 1.00 X X 0 0 0 DAX MORENO - STUDENTS STARTUPS TREASURER 1.00 X X 0 0 0 CHARLES WOODIN - STUDENTS STARTUPS SECRETARY 1.00 X X 0 0 0 512646 1420098 139190 2 1 1 0 EDREIMAGINED LLC 1401 S FLORES ST 307 SAN ANTONIO TX 78204 PROGRAM SUPPORT 195317 ANNE MESSBARGER-EGUIA 128 W OAKVIEW PL SAN ANTONIO TX 78209 MANAGEMENT SERVICES 192000 2 1734398 204869 1975087 3914354 PROGRAM REVENUE 900099 67633 67633 67633 1017895 2786 1015109 113775 0 113775 113775 113775 16175569 11914 15794254 30605 381315 -18691 362624 362624 MISCELLANEOUS REVENUE 900099 723 723 723 5477004 68356 2786 1491508 X 3814457 3814457 780972 780972 542722 344606 182176 15940 567776 522870 34988 9918 31527 29403 1597 527 14625 13599 1014 12 68448 55349 12639 460 336450 336450 13415 13335 80 1224 1224 171063 171063 972210 818990 143620 9600 22816 21690 1126 17009 8100 6373 2536 75904 46104 29010 790 198170 32349 165229 592 7992 2209 5783 52243 48294 3949 151249 78536 72648 65 19885 19885 PROGRAM EXPENSES 224363 224363 EVENT EXPENSES 18606 15626 2980 MEALS & ENTERTAINMENT 18246 2884 15362 SMALL FURNITURE & EQUIP 13404 321 13083 -11598 8625 -20244 21 8123178 6882682 1200035 40461 7103667 4584274 1727264 1080184 14033 6881 140000 0 64360 12947 634697 283001 475531 351696 88799484 32332477 25117298 2211446 123441637 40579905 609867 370305 1895796 365000 11105 0 2516768 735305 X 88756532 24495214 32168337 15349386 120924869 39844600 123441637 40579905 X -2646174 968973 -79403068 X X 0 1 X 1 0 X X 1 SAN ANTONIO AREA FOUNDATION 746065414 7 1 4931879 0 1 4931879 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12103546 75500 1530756 526000 164181 13019621 11444139 1023179 167000 196772 12103546 10788194 41630 1492091 737229 140547 11444139 11815718 142780 -818163 257315 94826 10788194 10596651 1346546 91504 35975 11815718 0.00000 1.00000 0.00000 0 0 66742 33696 33046 567955 249305 318650 351696 PARTNERSHIP INVESTMENTS 2211446 F 2211446 X PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR GRANT MAKING PURPOSES IN PERPETUITY. PART X, LINE 2: ASC TOPIC 740 PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX ASSET OR LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. 1 ALAMO COLLEGES FOUNDATION INC 2222 N ALAMO ST SAN ANTONIO TX 78215 742422589 501(C)(3) 12000 0 N/A N/A GENERAL SUPPORT AUTISM SERVICE CENTER OF SAN ANTONIO (AUTISM COMMUNITY NETWORK) 4242 WOODCOCK DR STE 101 SAN ANTONIO TX 78228 262592058 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT CELEBRATE DYSLEXIA 319 SANTO DOMINGO HELOTES TX 78023 842654436 501(C)(3) 27000 0 N/A N/A GENERAL SUPPORT CHILDREN'S SHELTER 2939 W WOODLAWN AVE SAN ANTONIO TX 78228 741109660 501(C)(3) 100000 0 N/A N/A GENERAL SUPPORT COMPASS ROSE EDUCATION INC 8005 OUTER CIRCLE RD BLDG 704 SAN ANTONIO TX 78234 475328736 501(C)(3) 125000 0 N/A N/A GENERAL SUPPORT ESSENCE PREP INC 200 MELROSE PL 500 SAN ANTONIO TX 78212 853931348 501(C)(3) 180500 0 N/A N/A GENERAL SUPPORT GEORGE GERVIN YOUTH CENTER INC 6944 S SUNBELT DR SAN ANTONIO TX 78218 742587818 501(C)(3) 50000 0 N/A N/A GENERAL SUPPORT IDEA PUBLIC SCHOOLS 12500 SAN PEDRO STE 500 SAN ANTONIO TX 78216 742948339 501(C)(3) 240000 0 N/A N/A GENERAL SUPPORT KIPP SAN ANTONIO INC 731 FREDRICKSBURG RD SAN ANTONIO TX 78201 412090713 501(C)(3) 200000 0 N/A N/A GENERAL SUPPORT METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS INC 4507 MEDICAL DR SAN ANTONIO TX 78229 741287016 501(C)(3) 0 61458 FMV EQUIPMENT GENERAL SUPPORT NEW FRONTIERS PUBLIC SCHOOLS INC (FRMLY NEW FRONTIERS CHARTER SCHOOL) 4018 S PRESA ST SAN ANTONIO TX 78223 311598661 501(C)(3) 175000 0 N/A N/A GENERAL SUPPORT NEW VENTURE FUND 1201 CONNECTICUT AVE NW STE 300 WASHINGTON DC 20036 205806345 501(C)(3) 998499 0 N/A N/A GENERAL SUPPORT PRELUDE PREPARATORY CHARTER SCHOOL 13515 CASSIA WAY SAN ANTONIO TX 78232 832450807 501(C)(3) 175000 0 N/A N/A GENERAL SUPPORT PROMESA ACADEMY INC 603 MERIDA ST SAN ANTONIO TX 78207 822921031 501(C)(3) 75000 0 N/A N/A GENERAL SUPPORT ROYAL SCHOOL SYSTEM (ROYAL PUBLIC SCHOOLS) 4018 S PRESA ST SAN ANTONIO TX 78223 823357176 501(C)(3) 125000 0 N/A N/A GENERAL SUPPORT SAN ANTONIO FOOD BANK INC 5200 ENRIQUE M BARRERA PKWY SAN ANTONIO TX 782272209 742122979 501(C)(3) 200000 0 N/A N/A GENERAL SUPPORT SAN ANTONIO PREPARATORY INC (SAN ANTONIO PREPARATORY CHARTER SCHOOL) 7418 SNAPDRAGON COURT CONVERSE TX 78109 832414881 501(C)(3) 125000 0 N/A N/A GENERAL SUPPORT TEACH FOR AMERICA INC - SAN ANTONIO PO BOX 23338 SAN ANTONIO TX 78223 133541913 501(C)(3) 300000 0 N/A N/A GENERAL SUPPORT TEXAS BIOMEDICAL RESEARCH INSTITUTE 8715 W MILITARY DR SAN ANTONIO TX 782275302 741109630 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT UNITED WAY OF SAN ANTONIO & BEXAR COUNTY (GRANTS) PO BOX 898 SAN ANTONIO TX 782930898 741272381 501(C)(3) 26000 0 N/A N/A GENERAL SUPPORT WITTE MUSEUM 3801 BROADWAY SAN ANTONIO TX 78209 741400537 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT 21 0 EDUCATION ASSISTANCE 100 584500 0 N/A N/A EDUCATION - TEACHER STIPENDS 71 196472 0 N/A N/A PART I, LINE 2: STAFF AND BOARD MEMBERS ARE FAMILIAR WITH THE ORGANIZATIONS AND THEIR NEEDS. THE BOARD MEMBERS ARE AWARE OF THE USE OF FUNDS BY THE GRANTEES. X X 1 0 0 0 0 0 0 0 0 MARJORIE FRENCH - SAAFDN PRESIDENT/CEO 0 386552 0 2974 0 0 0 17400 0 0 0 406926 0 0 TOM TORKELSON - CTS CEO 301393 0 0 0 0 0 17400 0 0 0 318793 0 0 0 LYNDA CABELL - SAAFDN SENIOR VP/CFO 0 224475 0 2970 0 0 0 13594 0 0 0 241039 0 0 DALIA CONTRERAS - CEP CEO 211253 0 0 0 0 0 12675 0 0 0 223928 0 0 0 ARENDA BURNS - SAAFDN CHIEF ADMINISTRATIVE OFFICER 0 183381 0 2939 0 0 0 11126 0 11795 0 209241 0 0 LISA BRUNSVOLD - SAAFDN VP OF DEVELOPMENT AND DONOR SERVICES 0 166239 0 2968 0 0 0 10100 0 8861 0 188168 0 0 PATRICIA MEJIA - SAAFDN VP OF COMMUNITY ENGAGEMENT AND IMPAC 0 165008 0 3198 0 0 0 9572 0 0 0 177778 0 0 APRIL HANSARD - SAAFDN CONTROLLER 0 136036 0 355 0 0 0 8131 0 7654 0 152176 0 0 JOHN HAYES - CEP FORMER SECRETARY 0 31500 0 0 0 0 0 0 0 0 0 31500 0 0 PART I, LINE 3 THE GROUP RELIED ON THE SAN ANTONIO AREA FOUNDATION TO DETERMINE COMPENSATION THROUGH THE APPROPRIATE PROCESS, WHICH INCLUDES REVIEW OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION. PART I, LINE 4A ANGEL MARTINEZ RECEIVED A PAYMENT OF $20,058 PURSUANT TO LINE 4A. CASH 2021-01-01 1319277 FMV 741109731 WARM SPRINGS FOUNDATION INC PO BOX 291048 SAN ANTONIO TX 78229 501(C)(3) ACCOUNTS RECEIVABLE 2021-01-01 140033 FMV 741109731 WARM SPRINGS FOUNDATION INC PO BOX 291048 SAN ANTONIO TX 78229 501(C)(3) PREPAID EXPENSES & DEFERRED CHARGES 2021-01-01 5100 COST 741109731 WARM SPRINGS FOUNDATION INC PO BOX 291048 SAN ANTONIO TX 78229 501(C)(3) INVESTMENTS - PUBLICLY TRADED 2021-01-01 56689271 FMV 741109731 WARM SPRINGS FOUNDATION INC PO BOX 291048 SAN ANTONIO TX 78229 501(C)(3) INVESTMENTS - OTHER 2021-01-01 23112504 FMV 741109731 WARM SPRINGS FOUNDATION INC PO BOX 291048 SAN ANTONIO TX 78229 501(C)(3) 1 1 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: BART SIMPSON, MEADE FLAVIN, ANDREW MCALLISTER, RENE DOMINGUEZ, HELEN M. EVERSBERG, MALCOLM HARTMAN, MARLENE MERRITT, FRANCINE WILSON, KEN RECTOR, DAWN DIXON. PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: EFFECTIVE JANUARY 1, 2021, WARM SPRINGS FOUNDATION, INC. ENDED ITS SUPPORTING ORGANIZATION RELATIONSHIP WITH THE SAN ANTONIO AREA FOUNDATION AND BECAME A SUPPORTING ORGANIZATION OF CONNECT ABILITY. THE LISTED INDIVIDUALS SERVE AS OFFICERS OF CONNECT ABILITY. FORM 990, PART III, LINE 3 EFFECTIVE JANUARY 1, 2021, WARM SPRINGS FOUNDATION, INC. ENDED ITS SUPPORTING ORGANIZATION RELATIONSHIP WITH THE SAN ANTONIO AREA FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP - DAVID, DAVID JR., AND AMBROSE ROBINSON FAMILY RELATIONSHIP - KATHLEEN GUNN, CURTIS GUNN, AND MARY WALDEN FAMILY RELATIONSHIP - CLAY, GAIL, JOHN, AND STEVE RICHMOND FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF SAN ANTONIO AREA FOUNDATION APPOINTS THE MAJORITY OF ALL MEMBERS OF THE BOARD OF DIRECTORS OF ALL ENTITIES UNDER THE GROUP EXEMPTION. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS OF SAN ANTONIO AREA FOUNDATION HAS APPROVAL POWER OF CERTAIN DECISIONS TAKEN BY THE SUPPORTING ORGANIZATIONS, INCLUDING DECISIONS TO AMEND THE GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 8B THE SUPPORTING ORGANIZATIONS WITHIN THE SAN ANTONIO AREA FOUNDATION GROUP RETURN DO NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DETAILED REVIEW OF THE FORM 990 WAS PERFORMED BY THE SAN ANTONIO AREA FOUNDATION'S AUDIT/FINANCE COMMITTEE. ALL COMMITTEE MEMBERS RECEIVED A COPY OF THE FORM 990. ONCE ACCEPTED BY THE AUDIT/FINANCE COMMITTEE, A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST ANNUAL BOARD MEETING OF EVERY SUPPORTING ORGANIZATION, EACH MEMBER SIGNS AN ANNUAL CONFLICT OF INTEREST FORM. EACH ENTITY UNDER THE GROUP EXEMPTION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES ALL MEMBERS OF THE BOARD OF DIRECTORS TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF THEMSELVES AND THEIR FAMILY MEMBERS ON A QUESTIONNAIRE. THE QUESTIONNAIRES ARE REVIEWED FOR CONFLICTS. ANY QUESTIONNAIRES THAT DISCLOSE POTENTIAL CONFLICTS ARE BROUGHT BEFORE THE RESPECTIVE BOARD OF DIRECTORS FOR REVIEW. NO MEMBER WITH A FINANCIAL CONFLICT SHALL EVALUATE OR VOTE ON ANY MATTER IN WHICH HE OR SHE HAS A FINANCIAL CONFLICT OF INTEREST AND SHALL NOT USE HIS OR HER PERSONAL INFLUENCE WITH OTHER RESPONSIBLE MEMBERS TO APPROVE OR DISAPPROVE ANY ACTION BY THE FOUNDATION RELATED TO THE MATTER. MEMBERS WHO HAVE AN EMOTIONAL CONFLICT OF INTEREST OR AN APPARENT CONFLICT OF INTEREST MAY CONTINUE TO PARTICIPATE IN THE DISCUSSION AND MAY VOTE ON THE MATTER IF NO FINANCIAL CONFLICT OF INTEREST EXISTS PROVIDED THAT THE MEMBER FIRST DISCLOSES HIS OR HER EMOTIONAL OR APPARENT CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 OF THE ENTITIES ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 782,426. MANAGEMENT AND GENERAL EXPENSES 140,875. FUNDRAISING EXPENSES 9,600. TOTAL EXPENSES 932,901. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 3,588. MANAGEMENT AND GENERAL EXPENSES 260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,848. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 32,976. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,976. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,485. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,485. FORM 990, PART XI, LINE 9: WARM SPRINGS FOUNDATION NET ASSETS -81,111,068. 2020 CONDITIONAL GRANTS ADJUSTMENT 1,708,000. FORM 990, PART XII, LINE 2C: THE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. INSPIRE210 LLC 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 TO SUPPORT CITY EDUCATION PARTNERS TX 392268 0 CITY EDUCATION PARTNERS SAN ANTONIO AREA FOUNDATION 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 746065414 COMMUNITY FOUNDATION TX 501(C)(3) LINE 7 N/A 0 JOHN L SANTIKOS CHARITABLE FOUNDATION 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 477326497 COMMUNITY ASSISTANCE TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 SANTIKOS THEATERS LLC 4630 N LOOP 1604 W STE 501 SAN ANTONIO TX 78249 823945393 S CORPORATION TX JOHN L SANTIKOS CHARITABLE FOUNDATION S 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 1 SAN ANTONIO AREA FOUNDATION C 1534398 CASH JOHN L SANTIKOS CHARITABLE FOUNDATION C 200000 CASH SAN ANTONIO AREA FOUNDATION R 336450 CASH