2021-09-09T16:43:39-05:00 2020-12-31 751056027 CONDLEY AND COMPANY LLP PO BOX 2993 ABILENE TX 796042993 990 2020-01-01 731634145 SAN ANGELO AREA FOUNDATION SANA 3259477071 221 S IRVING ST SAN ANGELO TX 76903 MATT LEWIS CEO 3259477071 2021-09-08 1 MATT LEWIS 999009999 GAYE DAVIS CPA P00277460 3256776251 2021-08-26 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MATT LEWIS 221 S IRVING ST SAN ANGELO TX 76903 149963217 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 12 65 0 0 15529800 10737668 0 0 4877582 21989251 51241 66842 20458623 32793761 12027595 12203474 0 0 677037 756638 0 0 359835 732702 811986 13437334 13772098 7021289 19021663 173855815 182302302 44560505 45975919 129295310 136326383 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 12613010 12203474 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. 12613010 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 37 0 1 12 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 200000 0 50333 200000 0 50333 1 0 1 0 0 10737668 1210500 10737668 3912109 3912109 147034 80192 66842 66842 66842 135151382 15024 117072801 16463 18078581 -1439 18077142 18077142 32793761 0 0 22056093 10848315 10848315 1355159 1355159 200000 40000 120000 40000 386037 125287 140750 120000 64186 17462 28956 17768 65445 17805 29524 18116 40970 11594 18205 11171 5500 5500 30866 30866 278581 278581 53226 53226 17348 4720 7826 4802 99797 27151 45021 27625 59952 20498 18598 20856 5842 1589 2636 1617 23049 6271 10398 6380 134269 60055 45997 28217 7789 2119 3514 2156 BANK CHARGES 74033 69072 3076 1885 DUES AND MEMBERSHIPS 21734 5913 9805 6016 13772098 12613010 799253 359835 1389240 3207753 821424 3885458 4446453 778278 3225339 3668175 157242294 162218358 11082429 9231264 95089 91294 173855815 182302302 1691 1885 44558814 45974034 44560505 45975919 X 2907132 3122632 126388178 133203751 129295310 136326383 173855815 182302302 X 19021663 -8984448 -3006142 X X 0 1 X 1 0 X 8618945 7669607 13016946 15529800 10737668 55572966 8618945 7669607 13016946 15529800 10737668 55572966 4459377 51113589 3636756 5350186 5955812 5546135 4057704 24546593 80119559 0.63800 0.59940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50 2521422 2669544 20435333 1 1 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 102812401 10737345 10707798 5390986 45758 1232863 117587937 0.50000 0.50000 0 0 222954 222954 2842459 475869 2366590 1103010 77066 1025944 278030 225343 52687 3668175 LIMITED PARTNERSHIPS 221751 C BENEFICIAL INT IN CHARITABLE REMAINDER TRUSTS 9009513 C 9231264 PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST 101057 AGENCY ENDOWMENTS 45517106 DEFERRED COMPENSATION 186280 INSURANCE PROCEEDS- ROOF 169591 45974034 X 18960827 -8984448 233248 -8751200 27712027 278581 4803153 5081734 32793761 10112166 80192 80192 10031974 3740124 3740124 13772098 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 80,192. OTHER INCOME 153,056. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 4,803,153. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 80,192. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 3,461,543. INVESTMENT EXPENSES 278,581. 1 ABILENE CHRISTIAN UNIVERSITY PRESS ACU BOX 29138 ABILENE TX 79699 750851900 501(C)(3) 7500 EDUCATION ADULT LITERACY COUNCIL PO BOX 2602 SAN ANGELO TX 76902 752195119 501(C)(3) 15130 EDUCATION ALCOHOL AND DRUG ABUSE COUNCIL FOR THE CONCHO VALLEY 3553 W HOUSTON HARTE EXPY SAN ANGELO TX 76901 751609328 501(C)(3) 19848 HUMAN SERVICES ALTA LOMA ELEMENTARY 1700 N GARFIELD SAN ANGELO TX 76901 756002404 501(C)(3) 6464 EDUCATION AMBLESIDE SCHOOL OF SAN ANGELO 511 W HARRIS AVE SAN ANGELO TX 76903 470869323 501(C)(3) 10301 EDUCATION AMERICAN RED CROSS 2141 OFFICE PARK SAN ANGELO TX 76904 530196605 501(C)(3) 5643 DISASTER RELIEF ANGELO CATHOLIC SCHOOL 2315 S AM AVE SAN ANGELO TX 76904 751999991 501(C)(3) 68143 EDUCATION ANGELO CIVIC THEATRE 1936 SHERWOOD WAY SAN ANGELO TX 76901 750888979 501(C)(3) 22258 CULTURAL ARTS ANGELO STATE UNIVERSITY ATHLETIC DEPARTMENT ASU STATION 10899 SAN ANGELO TX 76909 756002403 501(C)(3) 15900 EDUCATION ANGELO STATE UNIVERSITY FOUNDATION ASU STATION 11009 SAN ANGELO TX 76909 751585285 501(C)(3) 73053 EDUCATION ANGELO STATE UNIVERSITY MEAT & FOOD SCIENCE ASSOCIATION 2601 W AVENUE N SAN ANGELO TX 76909 830507951 501(C)(3) 13996 EDUCATION ANGLICAN CHURCH OF THE GOOD SHEPHERD 3355 W BEAUREGARD SAN ANGELO TX 76904 751227498 501(C)(3) 13688 RELIGIOUS APOLOGETICS PRESS 230 LANDMARK DRIVE MONTGOMERY AL 36117 581406077 501(C)(3) 20000 RELIGIOUS ART IN UNCOMMON PLACES 2612 CIRCLE J STREET SAN ANGELO TX 76901 870777592 501(C)(3) 40642 CULTURAL ARTS ARTHUR NAGEL CLINIC PO BOX 519 BANDERA TX 78003 770697361 501(C)(3) 10000 HUMAN SERVICES ASU CATHOLIC NEWMAN CENTER 2451 DENA DRIVE SAN ANGELO TX 76903 751086360 501(C)(3) 14576 RELIGIOUS ASU DEPT OF NATURAL & BIOLOGICAL SCIENCES ASU STATION 11023 SAN ANGELO TX 76909 751585285 501(C)(3) 5556 EDUCATION AUSTIN AVENUE CHURCH OF CHRIST 1020 AUSTIN AVE BROWNWOOD TX 76801 750908980 501(C)(3) 15000 RELIGIOUS BALLET SAN ANGELO PO BOX 5092 SAN ANGELO TX 76902 751895746 501(C)(3) 26451 CULTURAL ARTS BAMBERGER RANCH PRESERVE 2341 BLUE RIDGE DR JOHNSON CITY TX 78636 300041245 501(C)(3) 13500 COMMUNITY DEVELOPMENT BANDERA UNITED METHODIST CHURCH PO BOX 128 BANDERA TX 78003 742315743 501(C)(3) 15000 RELIGIOUS BAPTIST MEMORIALS MINISTRIES 902 N MAIN ST SAN ANGELO TX 76903 752755400 501(C)(3) 8075 RELIGIOUS BE THEATRE 19 WEST BEAUGARD SAN ANGELO TX 76903 471890997 501(C)(3) 28060 CULTURAL ARTS BOYS AND GIRLS CLUB OF MENARD PO BOX 1043 MENARD TX 76859 263174725 501(C)(3) 11207 YOUTH DEVELOPMENT BOYS AND GIRLS CLUB OF SAN ANGELO INC PO BOX 107 SAN ANGELO TX 76902 751216481 501(C)(3) 86420 YOUTH DEVELOPMENT CAMPUS CRUSADE FOR CHRIST PO BOX 628222 ORLANDO FL 32862 956006173 501(C)(3) 5000 RELIGIOUS CASSIE'S PLACE 622 ASHFORD DRIVE SAN ANGELO TX 76901 475533888 501(C)(3) 56857 HUMAN DEVELOPMENT CATHEDRAL OF THE SACRED HEART 20 E BEAUREGARD SAN ANGELO TX 76903 751086083 501(C)(3) 5000 RELIGIOUS CATHOLIC DIOCESE PO BOX 1829 SAN ANGELO TX 76902 751086360 501(C)(3) 25000 RELIGIOUS CATHOLIC OUTREACH SERVICES OF SAN ANGELO 419 N CHADBORNE SAN ANGELO TX 76903 752359744 501(C)(3) 28511 RELIGIOUS CHILDREN'S ADVOCACY CENTER OF TOM GREEN COUNTY INC PO BOX 5195 SAN ANGELO TX 76902 752401001 501(C)(3) 656758 HUMAN SERVICES CHILDREN'S BED PROJECT 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 5867 YOUTH DEVELOPMENT CHRISTIAN CHURCH OF SAN ANGELO 4064 S BRYANT SAN ANGELO TX 76903 751687645 501(C)(3) 5000 RELIGIOUS CHRISTIAN SCIENCE SOCIETY OF SAN ANGELO 3306 LOOP 306 SAN ANGELO TX 76904 756037047 501(C)(3) 25288 RELIGIOUS CHRISTIANS IN ACTION INC 1505 S CHADBOURNE SAN ANGELO TX 76903 751776646 501(C)(3) 7096 HUMAN SERVICES CHRISTOVAL INDEPENDENT SCHOOL DISTRICT PO BOX 162 CHRISTOVAL TX 76935 756000408 501(C)(3) 2995000 EDUCATION CHRISTOVAL VOLUNTEER FIRE DEPARTMENT PO BOX 193 CHRISTOVAL TX 76935 751836206 501(C)(3) 8339 PUBLIC SAFETY CIVIL AIR PATROL SAN ANGELO COMPOSITE SQUADRON 11254 MOUNT NEBO SAN ANGELO TX 76903 756037853 501(C)(3) 28307 YOUTH DEVELOPMENT CONCHO VALLEY BIBLICAL COUNSELING CENTER 2601 FREELAND AVE SAN ANGELO TX 76901 751401716 501(C)(3) 35441 RELIGIOUS CONCHO VALLEY COMMUNITY ACTION PO BOX 671 SAN ANGELO TX 76902 751227772 501(C)(3) 25953 HUMAN SERVICES CONCHO VALLEY HOME FOR GIRLS INC 412 PREUSSER SAN ANGELO TX 76903 237102643 501(C)(3) 55477 YOUTH DEVELOPMENT CONCHO VALLEY MASTER GARDENERS 738 ABERNATHY RD SAN ANGELO TX 76905 204088302 501(C)(3) 28794 COMMUNITY DEVELOPMENT CONCHO VALLEY PAWS 4001 SUNSET DR SAN ANGELO TX 76904 756030459 501(C)(3) 97967 COMMUNITY DEVELOPMENT CONCHO VALLEY REGIONAL FOOD BANK OF TEXAS INC BOX 1207 SAN ANGELO TX 76902 751897032 501(C)(3) 120531 HUMAN SERVICES CONCHO VALLEY TURNING POINT PO BOX 60072 SAN ANGELO TX 76906 320292036 501(C)(3) 49748 HUMAN SERVICES CONGREGATION BETH ISRAEL 2708 TANGLEWOOD SAN ANGELO TX 76904 756188122 501(C)(3) 6448 RELIGIOUS CORNERSTONE CHRISTIAN SCHOOL 1502 N JEFFERSON SAN ANGELO TX 76901 752123230 501(C)(3) 233753 EDUCATION COVID-19 COMMUNITY RESPONSE 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 13603 HUMAN SERVICES CRITTER SHACK RESCUE PO BOX 192 WALL TX 76957 412090330 501(C)(3) 41987 COMMUNITY DEVELOPMENT CROCKETT COUNTY CARE CENTER PO BOX 640 OZONA TX 76943 756000895 501(C)(3) 8603 HUMAN SERVICES CROSSVILLE CHURCH OF CHRIST 423 NORTH MAIN CROSSVILLE TN 38557 621235763 501(C)(3) 10000 RELIGIOUS CURA BRASIL PO BOX 3289 SAN ANGELO TX 76902 455386488 501(C)(3) 14000 HUMAN SERVICES DESK 30 W BEAUREGARD SAN ANGELO TX 76903 421634891 501(C)(3) 9765 EDUCATION DOWNTOWN SAN ANGELO INC 24 W CONCHO AVE SAN ANGELO TX 76903 030534387 501(C)(3) 21151 COMMUNITY DEVELOPMENT DR JAMES DOBSON'S FAMILY TALK 540 ELKTON DRIVE STE 201 COLORADO SPRINGS CO 80907 271394708 501(C)(3) 10000 RELIGIOUS EL DORADO YOUTH CORPS INCSERVICE PO BOX 105 ELDORADO TX 76936 261666158 501(C)(3) 7132 HUMAN SERVICES EMMANUEL EPISCOPAL CHURCH 3 S RANDOLPH ST SAN ANGELO TX 76903 750863849 501(C)(3) 12500 RELIGIOUS EPISCOPAL RELIEF AND DEVELOPMENT 815 2ND AVE NEW YORK NY 10017 731635264 501(C)(3) 18900 RELIGIOUS FAMILY MATTERS SUITE A-120 SCOTTSDALE AZ 85254 860439625 501(C)(3) 335000 HUMAN SERVICES FEED MY HUNGRY CHILDREN PO BOX 83775 PHOENIX AZ 85071 810455105 501(C)(3) 5000 HUMAN SERVICES FEED THE CHILDREN 333 N MERIDIAN AVE OKLAHOMA CITY OK 73107 736108657 501(C)(3) 5000 HUMAN SERVICES FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 3711 SAN ANGELO TX 76902 440610626 501(C)(3) 12658 RELIGIOUS FIRST BAPTIST CHURCH PO BOX 2138 SAN ANGELO TX 76903 750808781 501(C)(3) 17539 RELIGIOUS FIRST BAPTIST CHURCH OF DALLAS 1707 SAN JACINTO STREET DALLAS TX 75201 750926762 501(C)(3) 10000 RELIGIOUS FIRST CHRISTIAN CHURCH PO BOX 791 MERTZON TX 76941 751947631 501(C)(3) 70615 RELIGIOUS FIRST PRESBYTERIAN CHURCH 32 NORTH IRVING SAN ANGELO TX 76903 750904033 501(C)(3) 233000 RELIGIOUS FIRST UNITED METHODIST CHURCH PO BOX 675 SONORA TX 76950 751723553 501(C)(3) 10000 RELIGIOUS FORT CHADBOURNE FOUNDATION 651 FORT CHADBOURNE RD BRONTE TX 76933 752804188 501(C)(3) 12376 HISTORIC PRESERVATION FORT CONCHO FOUNDATION 630 S OAKES ST SAN ANGELO TX 76903 751605975 501(C)(3) 33450 HISTORIC PRESERVATION FORT CONCHO NATIONAL HISTORIC LANDMARK 630 S OAKES SAN ANGELO TX 76903 751605975 501(C)(3) 9252 HISTORIC PRESERVATION FRESH START MINISTRIES OF SAN ANGELO PO BOX 3653 SAN ANGELO TX 76902 814528010 501(C)(3) 6550 HUMAN SERVICES FRIENDS OF THE IRION COUNTY LIBRARY PO BOX 654 MERTZON TX 76941 263290568 501(C)(3) 5000 COMMUNITY DEVELOPMENT GALILEE COMMUNITY DEVELOPMENT CORPORATION 1404 S OAKES ST SAN ANGELO TX 76903 752865891 501(C)(3) 5058 HOUSING/SHELTER GIRL SCOUTS CENTRAL TEXAS COUNCIL- EL CAMINO PROGRAM CENTER 304 W AVE A SAN ANGELO TX 76903 751162671 501(C)(3) 6324 YOUTH DEVELOPMENT GLEN MEADOWS BAPTIST CHURCH 6002 KNICKERBOCKER SAN ANGELO TX 76904 752404829 501(C)(3) 20000 RELIGIOUS GOLIAD ELEMENTARY 3902 GOLIAD SAN ANGELO TX 76903 756002404 501(C)(3) 5862 EDUCATION GRAPE CREEK UNITED METHODIST CHURCH 8045 HWY 87 N SAN ANGELO TX 76901 752644099 501(C)(3) 9852 RELIGIOUS HABITAT FOR HUMANITY 401 N CHADBOURNE STREET SAN ANGELO TX 76903 752532858 501(C)(3) 22463 COMMUNITY DEVELOPMENT HEIFER PROJECT INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 351019477 501(C)(3) 18900 HUMAN SERVICES HERITAGE PARK 36 E TWOHIG AVENUE STE 110 SAN ANGELO TX 76903 731634145 501(C)(3) 20661 COMMUNITY DEVELOPMENT HOLY ANGELS CHURCH 2202 RUTGERS ST SAN ANGELO TX 76904 751086083 501(C)(3) 25000 RELIGIOUS HOUSE OF FAITH-SAN ANGELO 321 MONTECITO DR SAN ANGELO TX 76903 742694406 501(C)(3) 179750 RELIGIOUS HOUZE OF POWER 4215 ARMSTRONG SAN ANGELO TX 76903 834160282 501(C)(3) 9487 RELIGIOUS ICD BRIDGES PO BOX 5018 SAN ANGELO TX 76902 751584080 501(C)(3) 33247 HOUSING/SHELTER INSTITUTE OF COGNITIVE DEVELOPMENT INC PO BOX 5018 SAN ANGELO TX 76902 751584080 501(C)(3) 27500 HUMAN SERVICES JPW LEARNING CENTER 403 W WASHINGTON SAN ANGELO TX 76903 752066135 501(C)(3) 10000 EDUCATION JACKSONVILLE CHURCH OF CHRIST 329 NISBEL STREET JACKSONVILLE AL 36265 630838274 501(C)(3) 5000 RELIGIOUS JAMES PHILLIPS WILLIAMS MEMORIAL FOUNDATION 403 W WASHINGTON DRIVE SAN ANGELO TX 76903 752066135 501(C)(3) 7657 COMMUNITY DEVELOPMENT JOSEPH THOMAS FOUNDATION 940 ARROYO DR SAN ANGELO TX 76903 262569438 501(C)(3) 5000 HUMAN SERVICES JOSHUA 12 FELLOWSHIP PO BOX 5701 SAN ANGELO TX 76901 752306376 501(C)(3) 7110 RELIGIOUS JOURNEY BIBLE CHURCH 2819 LOOP 306 SAN ANGELO TX 76902 760824090 501(C)(3) 11812 RELIGIOUS JUNIOR LEAGUE OF SAN ANGELO INC PO BOX 3033 SAN ANGELO TX 76902 750878540 501(C)(3) 31171 COMMUNITY DEVELOPMENT KEEPERS OF HOPE PO BOX 3703 SAN ANGELO TX 76902 833749691 501(C)(3) 5508 HUMAN SERVICES LA ESPERANZA CLINIC INC 2029 W BEAUREGARD SAN ANGELO TX 76901 742699762 501(C)(3) 15948 HEALTH LAMAR ELEMENTARY SCHOOL 3444 SCHOOLHOUSE SAN ANGELO TX 76904 756002404 501(C)(3) 7241 EDUCATION LAURA W BUSH INSTITUTE 5301 KNICKERBOCKER RD STE 200 SAN ANGELO TX 76904 756002403 501(C)(3) 25000 EDUCATION LAURA W BUSH INSTITUTE FOR WOMEN'S HEALTH 5301 KNICKERBOCKER RD STE 200 SAN ANGELO TX 76904 751585285 501(C)(3) 27998 EDUCATION LEE MIDDLE SCHOOL 2500 SHERWOOD WAY SAN ANGELO TX 76901 756002404 501(C)(3) 5395 EDUCATION LIFE OUTREACH INTERNATIONAL PO BOX 982000 FORT WORTH TX 76182 752684727 501(C)(3) 14600 RELIGIOUS MABELVALE CHURCH OF CHRIST 10820 MABELVALE MABELVALE AR 72103 222150426 501(C)(3) 7000 RELIGIOUS MASSIE MEMORIAL FOUNDATION PO BOX 3501 SAN ANGELO TX 76902 237077630 501(C)(3) 5000 EDUCATION MEALS FOR THE ELDERLY 310 E HOUSTON HARTE SAN ANGELO TX 76903 510159134 501(C)(3) 148715 HUMAN SERVICES MENARD PIONEER CEMETERY FUND PO BOX 981 MENARD TX 76859 756377159 501(C)(3) 7500 COMMUNITY DEVELOPMENT MENARD PUBLIC LIBRARY PO BOX 404 MENARD TX 76859 756049150 501(C)(3) 5000 HUMAN SERVICES METCALFE- SPENCE CEMETERY 221 S IRVING ST SAN ANGELO TX 76903 843959218 501(C)(3) 25000 HISTORIC PRESERVATION MT CARMEL HERMITAGE PO BOX 337 CHRISTOVAL TX 76935 542134524 501(C)(3) 43614 RELIGIOUS NEW MEXICO CHRISTIAN CHILDREN'S HOME 1356 NEW MEXICO PORTALES NM 88130 856018576 501(C)(3) 60000 EDUCATION OUR LADY OF GRACE MONASTERY 6202 CR 339 CHRISTOVAL TX 76935 751086360 501(C)(3) 10000 RELIGIOUS OZONA COMMUNITY CENTER INC PO BOX 471 OZONA TX 76943 751897769 501(C)(3) 17297 COMMUNITY DEVELOPMENT POTTER'S HAND CHRISTIAN SCHOOL 342 S CHADBOURNE SAN ANGELO TX 76903 462690759 501(C)(3) 7544 EDUCATION PREGNANCY HELP CENTER OF THE CONCHO VALLEY 2525 SHERWOOD WAY SAN ANGELO TX 76901 752381411 501(C)(3) 111065 HUMAN SERVICES PROJECT DIGNIDAD 313 W AVENUE N SAN ANGELO TX 76903 751577914 501(C)(3) 9740 HUMAN SERVICES RAINBOW ROOM 622 S OAKS AVE SAN ANGELO TX 76903 201429140 501(C)(3) 12774 HUMAN SERVICES RED RAIDER CLUB PO BOX 456 LUBBOCK TX 79408 756064579 501(C)(3) 10000 EDUCATION ROANOKE CHURCH OF CHRIST PO BOX 737 ROANOKE TX 76262 751235819 501(C)(3) 60000 RELIGIOUS RUST STREET MINISTRIES 803 RUST ST SAN ANGELO TX 76903 752950303 501(C)(3) 122552 RELIGIOUS SAINT JOHNS EPISCOPAL CHURCH PO BOX 1100 SONORA TX 76950 756027934 501(C)(3) 69366 RELIGIOUS SAINT MARY'S SCHOOL 900 HILLSBOROUGH RALEIGH NC 27603 560532314 501(C)(3) 15000 EDUCATION SAN ANGELO ART CLUB 119 W 1ST ST SAN ANGELO TX 76903 756037393 501(C)(3) 13028 CULTURAL ARTS SAN ANGELO BROADWAY ACADEMY YOUTH THEATER 10 N TAYLOR ST SAN ANGELO TX 76901 271832775 501(C)(3) 10101 CULTURAL ARTS SAN ANGELO CHRISTIAN ACADEMY 518 COUNTRY CLUB RD SAN ANGELO TX 76904 200216446 501(C)(3) 161676 EDUCATION SAN ANGELO EARLY CHILDHOOD CENTER 619 JULIAN ST SAN ANGELO TX 76903 750968319 501(C)(3) 13389 HUMAN SERVICES SAN ANGELO MUSEUM OF FINE ARTS 1 LOVE STREET SAN ANGELO TX 76903 751776765 501(C)(3) 229116 CULTURAL ARTS SAN ANGELO PERFORMING ARTS CENTER 82 GILLIS ST SAN ANGELO TX 76903 453031837 501(C)(3) 57500 CULTURAL ARTS SAN ANGELO PERFORMING ARTS COALITION INC 221 S IRVING ST SAN ANGELO TX 76903 453031837 501(C)(3) 22047 CULTURAL ARTS SAN ANGELO SCHOOLS FOUNDATION 2129 VALLEYVIEW DRIVE SAN ANGELO TX 76904 752184551 501(C)(3) 10063 EDUCATION SAN ANGELO STOCK SHOW AND RODEO ASSOCIATION 200 W 43RD STREET SAN ANGELO TX 76903 750871755 501(C)(3) 20030 ANIMAL WELFARE SAN ANGELO SYMPHONY PO BOX 5922 SAN ANGELO TX 76902 756003857 501(C)(3) 19003 CULTURAL ARTS SAN ANTONIO 1000 CANCER GENOME PROJECT 601 CONTOUR DR SAN ANTONIO TX 78212 465020113 501(C)(3) 9000 HUMAN SERVICES SANTA RITA ELEMENTARY 615 S MADISON STREET SAN ANGELO TX 76901 830371223 501(C)(3) 6990 EDUCATION SHANNON MEDICAL CENTER - CHILDREN'S MIRACLE NETWORK 120 E HARRIS AVE SAN ANGELO TX 76903 752559845 501(C)(3) 10792 HEALTH SIERRA VISTA CHILD DEVELOPMENT 4522 COLLEGE HILLS SAN ANGELO TX 76904 751170260 501(C)(3) 5659 YOUTH DEVELOPMENT SIERRA VISTA UNITED METHODIST CHURCH 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 8400 RELIGIOUS SONORA INDEPENDENT SCHOOL DISTRICT 807 S CONCHO AVENUE SONORA TX 76950 756002465 501(C)(3) 11000 EDUCATION SONRISAS THERAPEUTIC RIDING INC 5185 S BRYANT LANE SAN ANGELO TX 76904 752173731 501(C)(3) 28780 HUMAN SERVICES SOUTHAVEN CHURCH OF CHRIST 1483 BROOKHAVEN DR SOUTHAVEN MS 38671 780224428 501(C)(3) 12000 RELIGIOUS SOUTHGATE CHURCH OF CHRIST 528 COUNTRY CLUB SAN ANGELO TX 76904 751910113 501(C)(3) 15000 RELIGIOUS ST JOHN'S LUTHERAN CHURCH 1100 W PARSONAGE ST WINTERS TX 79567 751495319 501(C)(3) 32858 RELIGIOUS ST MARGARET OF SCOTLAND PARISH 2619 ERA AVE SAN ANGELO TX 76905 751871758 501(C)(3) 8478 RELIGIOUS ST PAUL PRESBYTERIAN CHURCH 11 NORTH PARK ST SAN ANGELO TX 76901 750843188 501(C)(3) 49978 RELIGIOUS STERLING CITY FIRST UNITED METHODIST PRE-SCHOOL PO BOX 311 STERLING CITY TX 76951 751529785 501(C)(3) 10504 RELIGIOUS STERLING CITY INDEPENDENT SCHOOL DISTRICT PO BOX 786 STERLING CITY TX 76951 756002522 501(C)(3) 75750 EDUCATION STERLING COUNTY SENIOR CITIZENS 415 STADIUM STERLING CITY TX 76951 752534665 501(C)(3) 10000 HUMAN SERVICES SUTTON COUNTY CHILD WELFARE BOARD PO BOX 171 SONORA TX 76950 760382473 501(C)(3) 5000 HUMAN SERVICES SUTTON COUNTY FOOD PANTRY AND RESOURCE CENTER PO BOX 497 SONORA TX 76950 465446589 501(C)(3) 28152 HUMAN SERVICES SUTTON COUNTY HEALTH FOUNDATION PO BOX 18 SONORA TX 76950 043642997 501(C)(3) 49927 HUMAN SERVICES TALL FOUNDATION INC 2137 TAMU COLLEGE STATION TX 77843 742764303 501(C)(3) 7000 YOUTH DEVELOPMENT TEXAS A&M UNIVERSITY 12TH MAN FOUNDATION PO DRAWER L-1 COLLEGE STATION TX 77844 741185725 501(C)(3) 40000 EDUCATION TEXAS AGRILIFE RESEARCH AND EXPTENSION CENTER 7887 US HWY 87 SAN ANGELO TX 76901 741238434 501(C)(3) 5000 YOUTH DEVELOPMENT TEXAS DISTRICT OF THE LUTHERAN CHURCH- MISSOURI SYNOD 7900 EAST HIGHWAY AUSTIN TX 78724 741189681 501(C)(3) 25000 RELIGIOUS TEXAS EXES - SAN ANGELO CHAPTER 314 W HARRIS AVE SAN ANGELO TX 76903 741109640 501(C)(3) 5236 EDUCATION TEXAS LEADERSHIP CHARTER ACADEMY PO BOX 61726 SAN ANGELO TX 76906 752890597 501(C)(3) 41050 YOUTH DEVELOPMENT TEXAS SOUTHWEST COUNCIL - BOY SCOUTS OF AMERICA 104 VETERANS MEMORIAL DRIVE SAN ANGELO TX 76902 750800617 501(C)(3) 139235 YOUTH DEVELOPMENT THE ARC OF SAN ANGELO INC PO BOX 1922 SAN ANGELO TX 76902 751242148 501(C)(3) 13061 HUMAN SERVICES THE CHAPIN SCHOOL 100 E END AVE NEW YORK NY 10028 131635257 501(C)(3) 8333 EDUCATION THE GARDEN KINGDOM MASTERY ACADEMY 6400 SPY GLASS DR SAN ANGELO TX 79604 820668852 501(C)(3) 10127 EDUCATION THE HOSPICE OF SAN ANGELO FOUNDATION PO BOX 62211 SAN ANGELO TX 76906 752129019 501(C)(3) 6532 HUMAN SERVICES THE SALVATION ARMY PO BOX 589 SAN ANGELO TX 76902 900337669 501(C)(3) 81878 HUMAN SERVICES THROUGH GOD COMES JUSTICE MINISTRY PO BOX 3126 SAN ANGELO TX 76902 752778164 501(C)(3) 6839 RELIGIOUS TOM GREEN 4-H SCHOLARSHIP 113 WEST SAN ANGELO TX 76903 823813942 501(C)(3) 26599 YOUTH DEVELOPMENT TOM GREEN COUNTY 112 W BEAUREGARD SAN ANGELO TX 76903 756001184 501(C)(3) 50000 COMMUNITY DEVELOPMENT TOM GREEN COUNTY LIBRARY 113 W BEAUREGARD SAN ANGELO TX 76903 756001184 501(C)(3) 124945 COMMUNITY DEVELOPMENT TRINITY LUTHERAN CHURCH 3536 YMCA DRIVE SAN ANGELO TX 76904 756003634 501(C)(3) 37812 RELIGIOUS TRINITY LUTHERAN SCHOOL AND EARLY CHILDHOOD CENTER 3516 LUTHERAN WAY SAN ANGELO TX 76904 756003634 501(C)(3) 12707 YOUTH DEVELOPMENT UNITED WAY OF THE CONCHO VALLEY PO BOX 3710 SAN ANGELO TX 76902 750859662 501(C)(3) 167242 HUMAN SERVICES UNITY CHURCH OF SAN ANGELO 5237 S BRYANT BLVD SAN ANGELO TX 76904 756439603 501(C)(3) 9006 RELIGIOUS WALL ELEMENTARY SCHOOL PO BOX 259 WALL TX 76957 750131329 501(C)(3) 10000 EDUCATION WESLEY UMC DAILY BREAD PROGRAM 301 W 18TH STREET SAN ANGELO TX 76903 562563807 501(C)(3) 78423 RELIGIOUS WEST MAIN CHURCH OF CHRIST 2460 WEST MAIN TUPELO MS 38801 640689216 501(C)(3) 15000 RELIGIOUS WEST TEXAS BOYS RANCH 10223 BOYS RANCH ROAD SAN ANGELO TX 76904 750954831 501(C)(3) 112382 YOUTH DEVELOPMENT WEST TEXAS COUNSELING & GUIDANCE 242 N MAGDALEN ST SAN ANGELO TX 76903 751561599 501(C)(3) 228774 YOUTH DEVELOPMENT WEST TEXAS REHABILITATION CENTER 3001 S JACKSON SAN ANGELO TX 76904 750868320 501(C)(3) 500189 HUMAN SERVICES YOUNG LIFE - SAN ANGELO AREA # TX-102 PO BOX 61816 SAN ANGELO TX 76906 840385934 501(C)(3) 39342 YOUTH DEVELOPMENT YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO 353 S RANDOLPH ST SAN ANGELO TX 76903 750800698 501(C)(3) 46062 YOUTH DEVELOPMENT 174 SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES. 731 1345202 SONORA FLOOD RELIEF ASSISTANCE TO INDIVIDUALS 9 8957 SAN ANGELO DISASTER RELIEF 1 1000 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 200000 0 0 0 0 0 45533 0 4800 0 250333 0 0 0 SCHEDULE J, LINE I, COLUMN C SCHEDULE J PART I QUESTION 4(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: MATT LEWIS, $33,533 INCREASED VALUE. X 26 1210500 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B SAAF'S GOVERNING BODY HAS ESTABLISHED A FINANCIAL COMMITTEE AND AN AUDIT COMMITTEE TO REVIEW FORM 990, PRIOR TO ITS ANNUAL FILING. EACH YEAR, FORM 990 IS DISTRIBUTED ELECTRONICALLY TO ALL MEMBERS OF THESE COMMITTEES FOR REVIEW. ANY COMMENTS OR QUESTIONS ARE HANDLED THROUGH THE CEO'S OFFICE IN CONCERT WITH THE FOUNDATION'S AUDITOR. ONCE ALL PARTIES AGREE WITH THE ACCURACY OF THE FORM 990, THEN THE PRESIDENT & CEO OF SAAF SIGNS AND FILES 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 -4,803,153. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 3,461,541. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -1,817,588. OTHER 153,058. 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 30 GRANT APPLICATION COMMITTEE MEMBERS AND 20 ADDITIONAL VOLUNTEERS.