2020-09-08T11:13:49-05:00 2019-12-31 751056027 CONDLEY AND COMPANY LLP P O BOX 2993 ABILENE TX 796042993 990 2019-01-01 731634145 SAN ANGELO AREA FOUNDATION SANA 3259477071 221 S IRVING ST SAN ANGELO TX 76903 MATT LEWIS CEO 3259477071 2020-09-03 1 GAYE DAVIS CPA P00277460 3256776251 2020-08-27 173.219.189.56 2020-09-03 11:49:07 CD P 24C5644672C787799BD48B9858FD2C352C786B48 9013D2D36992516361FA412CD318F54DD7C21D48 2019 2020-11-19 02:30:22Z MATT LEWIS 221 S IRVING ST SAN ANGELO TX 76903 41359357 0 X WWW.SAAFOUND.ORG X 2001 TX MANAGING ENDOWED GIFTS IN ORDER TO MATCH DONOR INTERESTS WITH COMMUNITY NEEDS OF THE AREA. 15 15 9 65 0 0 15966946 15529800 0 0 6053933 4877582 94486 51241 22115365 20458623 10383391 12027595 0 0 611067 677037 0 0 313150 709664 732702 11704122 13437334 10411243 7021289 142857999 173855815 36615428 44560505 106242571 129295310 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 12335645 12027595 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. 12335645 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 40 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MATT LEWIS 3259477071 221 S IRVING ST SAN ANGELO TX 76903 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 SECRETARY/TREASURER 2.00 X 0 0 0 CARMEN DUSEK CHAIRMAN 2.00 X X 0 0 0 FRED HERNANDEZ VICE 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 BOARD MEMBER 2.00 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 BOARD MEMBER 2.00 X 0 0 0 SUSAN BROOKS PAST CHAIRMAN 2.00 X X 0 0 0 MATT LEWIS PRESIDENT & CEO 40.00 X 187500 0 16050 187500 0 16050 1 0 1 0 0 15529800 6967056 15529800 5308617 5308617 127479 76238 51241 51241 51241 20024422 369039 20565496 259000 -541074 110039 -431035 -431035 20458623 0 0 4928823 10560956 10560956 1466639 1466639 187500 37500 112500 37500 321205 114955 129750 76500 71039 20776 34179 16084 61761 18062 29715 13984 35532 10673 16904 7955 5500 5500 30709 30709 257382 257382 5631 5631 52325 52325 15834 4631 7618 3585 81275 23769 39104 18402 56827 19964 21407 15456 21891 6402 10533 4956 24534 7175 11804 5555 125541 36715 60402 28424 7805 2283 3755 1767 BANK CHARGES 29856 3182 26674 DUES AND MEMBERSHIPS 17592 5145 8464 3983 13437334 12335645 788539 313150 4721990 1389240 93396 821424 3884373 659034 3287162 3225339 125114238 157242294 9283774 11082429 357439 95089 142857999 173855815 1425 1691 1000 0 36613003 44558814 36615428 44560505 X 2417135 2907132 103825436 126388178 106242571 129295310 142857999 173855815 X 7021289 22139647 -6108197 X X 0 1 X 1 0 X 7525245 8618945 7669607 13016946 15529800 52360543 7525245 8618945 7669607 13016946 15529800 52360543 6217166 46143377 4138616 3636756 5350186 5955812 5546135 24627505 76988048 0.59940 0.49830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45 6131101 5108244 19921477 1 1 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 105393996 7525245 -2819853 6136536 44730 1105721 102812401 0.60000 0.40000 0 0 222954 222954 2842459 404807 2437652 556077 38470 517607 258158 215757 42401 4725 4725 3225339 LIMITED PARTNERSHIPS 255328 C BENEFICIAL INT IN CHARITABLE REMAINDER TRUSTS 10827101 C 11082429 PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST 77515 AGENCY ENDOWMENTS 44328552 DEFERRED COMPENSATION 152747 44558814 X 33497835 22139647 76237 22215884 11281951 257382 8919290 9176672 20458623 12242063 76237 76237 12165826 1271508 1271508 13437334 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 INCLUDED IN REVENUE ON FORM 990 76,237. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 8,919,290. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED IN REVENUE ON FORM 990 76,237. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 1,014,126. INVESTMENT EXPENSES 257,382. 1 MCCULLOCH COUNTY HELPING HANDS PO BOX 1144 BRADY TX 76825 742345779 501(C)(3) 17491 HUMAN SERVICES ABILENE CHRISTIAN UNIVERSITY PRESS ACU BOX 29138 ABILENE TX 79699 750851900 501(C)(3) 10000 EDUCATION ADULT LITERACY COUNCIL PO BOX 2602 SAN ANGELO TX 76902 752195119 501(C)(3) 13934 EDUCATION ADVOCACY CENTER FOR THE CHILDREN OF EL PASO 1100 E CLIFF DRIVE EL PASO TX 79902 742741621 501(C)(3) 40000 HUMAN SERVICES ALCOHOL AND DRUG ABUSE COUNCIL FOR THE CONCHO VALLEY 3553 W HOUSTON HARTE EXPY SAN ANGELO TX 76901 751609328 501(C)(3) 37184 HUMAN SERVICES ALTA LOMA ELEMENTARY 1700 N GARFIELD SAN ANGELO TX 76901 756002404 501(C)(3) 6873 EDUCATION AMBLESIDE SCHOOL OF SAN ANGELO 511 W HARRIS AVE SAN ANGELO TX 76903 470869323 501(C)(3) 23729 EDUCATION AMERICAN RED CROSS 2141 OFFICE PARK SAN ANGELO TX 76904 530196605 501(C)(3) 10200 DISASTER RELIEF ANGELO CATHOLIC SCHOOL 2315 S AM AVE SAN ANGELO TX 76904 751999991 501(C)(3) 99311 EDUCATION ANGELO CATHOLIC SCHOOL SCHOLARSHIP ENDOWMENT 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 12780 EDUCATION ANGELO CIVIC THEATRE 1936 SHERWOOD WAY SAN ANGELO TX 76901 750888979 501(C)(3) 16059 CULTURAL ARTS ANGELO STATE UNIV- WEST TEXAS COLLECTION ASU STATION 11013 SAN ANGELO TX 76909 756002403 501(C)(3) 50000 EDUCATION ANGELO STATE UNIVERSITY ATHLETIC DEPARTMENT ASU STATION 10899 SAN ANGELO TX 76909 756002403 501(C)(3) 18089 EDUCATION ANGELO STATE UNIVERSITY FOUNDATION ASU STATION 11009 SAN ANGELO TX 76909 751585285 501(C)(3) 1980802 EDUCATION ANGELO STATE UNIVERSITY MEAT & FOOD SCIENCE ASSOCIATION 2601 W AVENUE N SAN ANGELO TX 76909 830507951 501(C)(3) 13713 EDUCATION 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) 51730 CULTURAL ARTS ASOMBRO INSTITUTE FOR SCIENCE PO BOX 891 LAS CRUCES NM 88004 850386047 501(C)(3) 32500 EDUCATION ASSISTANCE LEAGUE OF EL PASO PO BOX 3735 EL PASO TX 79923 237021166 501(C)(3) 40000 HUMAN SERVICES ASU CATHOLIC NEWMAN CENTER 2451 DENA DRIVE SAN ANGELO TX 76903 751086360 501(C)(3) 10769 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) 20000 RELIGIOUS AUSTIN ELEMENTARY 700 N VAN BUREN SAN ANGELO TX 76901 756002404 501(C)(3) 5169 EDUCATION BALLET SAN ANGELO PO BOX 5092 SAN ANGELO TX 76902 751895746 501(C)(3) 14560 CULTURAL ARTS BALLINGER MEMORIAL HOSPITAL DISTRICT 608 AVE B BALLINGER TX 76821 275559128 501(C)(3) 50000 HEALTH BAMBERGER RANCH PRESERVE 2341 BLUE RIDGE DR JOHNSON CITY TX 78636 300041245 501(C)(3) 15000 COMMUNITY DEVELOPMENT BAPTIST MEMORIALS MINISTRIES 902 N MAIN ST SAN ANGELO TX 76903 752755400 501(C)(3) 29255 RELIGIOUS BCS CHURCH OF CHRIST 11914 SH 30 COLLEGE STATION TX 77845 320099879 501(C)(3) 10000 RELIGIOUS BE THEATRE 19 WEST BEAUGARD SAN ANGELO TX 76903 471890997 501(C)(3) 20568 CULTURAL ARTS BONHAM ELEMENTARY SCHOOL 4630 SOUTHLAND SAN ANGELO TX 76904 756002404 501(C)(3) 9049 EDUCATION BOYS AND GIRLS CLUB OF BISBEE PO BOX 5205 BISBEE AZ 85603 860986317 501(C)(3) 32500 YOUTH DEVELOPMENT BOYS AND GIRLS CLUB OF LAS CRUCES 330 W LAS CRUCES LAS CRUCES NM 88005 850167102 501(C)(3) 32500 YOUTH DEVELOPMENT BOYS AND GIRLS CLUB OF MENARD PO BOX 1043 MENARD TX 76859 263174725 501(C)(3) 17049 YOUTH DEVELOPMENT BOYS AND GIRLS CLUB OF SAN ANGELO INC PO BOX 107 SAN ANGELO TX 76902 751216481 501(C)(3) 56393 YOUTH DEVELOPMENT BOYS AND GIRLS CLUB OF SANTA CRUZ 590 N TYLER AVE NOGALES AZ 85621 860671818 501(C)(3) 32500 YOUTH DEVELOPMENT BOYS AND GIRLS CLUB OF TUCSON PO BOX 40217 TUCSON AZ 85717 860172257 501(C)(3) 32500 YOUTH DEVELOPMENT CAMP IDA CHRISTIAN YOUTH ENCAMPMENT 50 CR 1207 MAUD TX 75567 611429244 501(C)(3) 15000 YOUTH DEVELOPMENT CAMPUS CRUSADE FOR CHRIST PO BOX 628222 ORLANDO FL 32862 956006173 501(C)(3) 5000 RELIGIOUS CANDLELIGHTERS OF THE EL PASO AREA 1400 HARDAWAY ST EL PASO TX 79903 742243283 501(C)(3) 40000 HUMAN SERVICES CASSIE'S PLACE 622 ASHFORD DRIVE SAN ANGELO TX 76901 475533888 501(C)(3) 30423 HUMAN DEVELOPMENT CHILDREN'S ADVOCACY CENTER OF TOM GREEN COUNTY INC PO BOX 5195 SAN ANGELO TX 76902 752401001 501(C)(3) 1534686 COMMUNITY DEVELOPMENT CHILDREN'S BED PROJECT 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 11284 YOUTH DEVELOPMENT CHRISTIAN CHURCH OF SAN ANGELO 4064 S BRYANT SAN ANGELO TX 76903 751687645 501(C)(3) 9000 RELIGIOUS CHRISTOVAL VOLUNTEER FIRE DEPARTMENT PO BOX 193 CHRISTOVAL TX 76935 751836206 501(C)(3) 10738 PUBLIC SAFETY CITY OF SAN ANGELO PARKS 702 S CHADBOURNE SAN ANGELO TX 76903 756000659 501(C)(3) 7014 COMMUNITY DEVELOPMENT CIVIL AIR PATROL SAN ANGELO COMPOSITE SQUADRON 11254 MOUNT NEBO SAN ANGELO TX 76903 756037853 501(C)(3) 7444 YOUTH DEVELOPMENT COLDWATER CHURCH OF CHRIST PO BOX 321 COLDWATER MS 38618 640685258 501(C)(3) 5000 RELIGIOUS CONCHO VALLEY BIBLICAL COUNSELING CENTER 2601 FREELAND AVE SAN ANGELO TX 76901 751401716 501(C)(3) 13923 RELIGIOUS CONCHO VALLEY HOME FOR GIRLS INC 412 PREUSSER SAN ANGELO TX 76903 237102643 501(C)(3) 96778 YOUTH DEVELOPMENT CONCHO VALLEY PAWS 4001 SUNSET DR SAN ANGELO TX 76904 756030459 501(C)(3) 67811 COMMUNITY DEVELOPMENT CONCHO VALLEY REGIONAL FOOD BANK OF TEXAS INC BOX 1207 SAN ANGELO TX 76902 751897032 501(C)(3) 33486 HUMAN SERVICES CONCHO VALLEY TURNING POINT PO BOX 60072 SAN ANGELO TX 76906 320292036 501(C)(3) 100024 HUMAN SERVICES CORNERSTONE CHRISTIAN SCHOOL 1502 N JEFFERSON SAN ANGELO TX 76901 752123230 501(C)(3) 287720 EDUCATION CREATIVE KIDS 504 SAN FRANCISCO EL PASO TX 79901 742910251 501(C)(3) 40000 EDUCATION CRITTER SHACK RESCUE PO BOX 192 WALL TX 76957 412090330 501(C)(3) 33045 COMMUNITY DEVELOPMENT CROSSVILLE CHURCH OF CHRIST 423 NORTH MAIN CROSSVILLE TN 38557 621235763 501(C)(3) 10000 RELIGIOUS DESK 30 W BEAUREGARD SAN ANGELO TX 76903 421634891 501(C)(3) 7253 EDUCATION DR JAMES DOBSON'S FAMILY TALK 540 ELKTON DRIVE STE 201 COLORADO SPRINGS CO 80907 271394708 501(C)(3) 7000 HUMAN DEVELOPMENT EL PASO BRIDGES ACADEMY 4320 N STANTON EL PASO TX 79902 742046084 501(C)(3) 40000 EDUCATION EMMANUEL EPISCOPAL CHURCH 3 S RANDOLPH ST SAN ANGELO TX 76903 750863849 501(C)(3) 11000 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) 275000 HUMAN SERVICES FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 3711 SAN ANGELO TX 76902 440610626 501(C)(3) 6259 YOUTH DEVELOPMENT FIRST BAPTIST CHURCH PO BOX 2138 SAN ANGELO TX 76903 750808781 501(C)(3) 16004 RELIGIOUS FIRST BAPTIST CHURCH OF DALLAS 1707 SAN JACINTO STREET DALLAS TX 75201 750926762 501(C)(3) 5000 RELIGIOUS FIRST CHRISTIAN CHURCH PO BOX 791 MERTZON TX 76941 751947631 501(C)(3) 51837 RELIGIOUS FIRST PRESBYTERIAN CHURCH 32 NORTH IRVING SAN ANGELO TX 76903 750904033 501(C)(3) 272500 RELIGIOUS FIRST UNITED METHODIST CHURCH PO BOX 675 SONORA TX 76950 751723553 501(C)(3) 10000 RELIGIOUS FIRST UNITED METHODIST CHURCH 37 E BEAUREGARD SAN ANGELO TX 76903 756001559 501(C)(3) 6898 RELIGIOUS FOCUS PO BOX 18710 GOLDEN CO 80402 841522811 501(C)(3) 5000 RELIGIOUS FORT CHADBOURNE FOUNDATION 651 FORT CHADBOURNE RD BRONTE TX 76933 752804188 501(C)(3) 13001 HISTORIC PRESERVATION FORT CONCHO ELEMENTARY SCHOOL 310 E WASHINGTON SAN ANGELO TX 76903 756002404 501(C)(3) 21432 EDUCATION FORT CONCHO FOUNDATION 630 S OAKES ST SAN ANGELO TX 76903 751605975 501(C)(3) 45445 HISTORIC PRESERVATION FOUNDATION FOR LIBERTY AND AMERICAN GREATNESS INC PO BOX 911 COLLEYVILLE TX 76034 475088082 501(C)(3) 5000 EDUCATION FRESH START MINISTRIES OF SAN ANGELO PO BOX 3653 SAN ANGELO TX 76902 814528010 501(C)(3) 7839 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) 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FOUNDATION 403 W WASHINGTON DRIVE SAN ANGELO TX 76903 752066135 501(C)(3) 8870 COMMUNITY DEVELOPMENT JUNIOR LEAGUE OF SAN ANGELO INC PO BOX 3033 SAN ANGELO TX 76902 750878540 501(C)(3) 16716 COMMUNITY DEVELOPMENT KIDS EXCEL EL PASO PO BOX 920144 EL PASO TX 79902 201783383 501(C)(3) 40000 YOUTH DEVELOPMENT LARAMIE CHURCH OF CHRIST- CHRISTIAN STUDENT CENTER 1314 IVINSON AVE LARAMIE WY 82070 830292495 501(C)(3) 10000 RELIGIOUS 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) 26743 EDUCATION LIFE OUTREACH INTERNATIONAL PO BOX 982000 FORT WORTH TX 76182 752684727 501(C)(3) 44500 RELIGIOUS LIVING CHURCH OF JESUS CHRIST PO BOX 422 PADUCAH TX 79248 752653315 501(C)(3) 6000 RELIGIOUS LONGMIRE CHURCH OF CHRIST 200 LONGMIRE RD CONROE TX 77304 760241982 501(C)(3) 11000 RELIGIOUS MABELVALE CHURCH OF CHRIST 10820 MABELVALE 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834013966 501(C)(3) 5000 DISASTER RELIEF NEW LIFE MINISTRIES PO BOX 1029 LAKE FOREST CA 92609 752785010 501(C)(3) 6500 RELIGIOUS NEW MEXICO CHRISTIAN CHILDREN'S HOME 1356 NEW MEXICO PORTALES NM 88130 856018576 501(C)(3) 5000 EDUCATION OUMC LOAVES & FISHES PO BOX 983 OZONA TX 76943 751227807 501(C)(3) 8631 RELIGIOUS OZONA COMMUNITY CENTER INC PO BOX 471 OZONA TX 76943 751897769 501(C)(3) 8108 COMMUNITY DEVELOPMENT PARKS AND WILDLIFE FOUNDATION OF TEXAS 2914 SWISS AVE DALLAS TX 76904 742602504 501(C)(3) 10000 CONSERVATION POTTER'S HAND CHRISTIAN SCHOOL 342 S CHADBOURNE SAN ANGELO TX 76903 462690759 501(C)(3) 9913 EDUCATION PREGNANCY HELP CENTER OF THE CONCHO VALLEY 2525 SHERWOOD WAY SAN ANGELO TX 76901 752381411 501(C)(3) 91876 HUMAN SERVICES RAINBOW ROOM 622 S OAKS AVE SAN ANGELO TX 76903 201429140 501(C)(3) 7581 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) 40000 RELIGIOUS RUST STREET MINISTRIES 803 RUST ST SAN ANGELO TX 76903 752950303 501(C)(3) 49759 RELIGIOUS SAINT JOHNS EPISCOPAL CHURCH PO BOX 1100 SONORA TX 76950 756027934 501(C)(3) 90551 RELIGIOUS SAINT MARY'S SCHOOL 900 HILLSBOROUGH RALEIGH NC 27603 560532314 501(C)(3) 10000 EDUCATION SAN ANGELO ART CLUB 119 W 1ST ST SAN ANGELO TX 76903 756037393 501(C)(3) 41653 CULTURAL ARTS SAN ANGELO BROADWAY ACADEMY YOUTH THEATER 10 N TAYLOR ST SAN ANGELO TX 76901 271832775 501(C)(3) 8315 CULTURAL ARTS SAN ANGELO CHRISTIAN ACADEMY 518 COUNTRY CLUB RD SAN ANGELO TX 76904 200216446 501(C)(3) 81617 EDUCATION SAN ANGELO MUSEUM OF FINE ARTS 1 LOVE STREET SAN ANGELO TX 76903 751776765 501(C)(3) 212382 CULTURAL ARTS SAN ANGELO PERFORMING ARTS CENTER 82 GILLIS ST SAN ANGELO TX 76903 453031837 501(C)(3) 125000 CULTURAL ARTS SAN ANGELO PERFORMING ARTS COALITION INC 221 S IRVING ST SAN ANGELO TX 76903 453031837 501(C)(3) 41418 CULTURAL ARTS SAN ANGELO PROJECT GRADUATION - PARENT BOOSTER PO BOX 2855 SAN ANGELO TX 76902 300281785 501(C)(3) 11549 HEALTH SERVICES SAN ANGELO SCHOOLS FOUNDATION 2129 VALLEYVIEW DRIVE SAN ANGELO TX 76904 752184551 501(C)(3) 10909 EDUCATION SAN ANGELO STOCK SHOW AND RODEO ASSOCIATION 200 W 43RD STREET SAN ANGELO TX 76903 750871755 501(C)(3) 12514 CULTURAL ARTS SAN ANGELO SUPPORT FOR VETERANS INC PO BOX 5291 SAN ANGELO TX 76902 461481116 501(C)(3) 6000 HUMAN SERVICES SAN ANGELO SYMPHONY PO BOX 5922 SAN ANGELO TX 76902 756003857 501(C)(3) 21073 CULTURAL ARTS SAN ANTONIO 1000 CANCER GENOME PROJECT 601 CONTOUR DR SAN ANTONIO TX 78212 465020113 501(C)(3) 10000 HUMAN SERVICES SANTA RITA ELEMENTARY 615 S MADISON STREET SAN ANGELO TX 76901 830371223 501(C)(3) 5656 EDUCATION SHEPHERD OF THE HILLS LUTHERAN CHURCH 3525 BEE CAVE AUSTIN TX 78746 741934091 501(C)(3) 10000 RELIGIOUS SIERRA VISTA UNITED METHODIST CHURCH 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 30200 RELIGIOUS SONORA INDEPENDENT SCHOOL DISTRICT 807 S CONCHO AVENUE SONORA TX 76950 756002465 501(C)(3) 12000 EDUCATION SONRISAS THERAPEUTIC RIDING INC 5185 S BRYANT LANE SAN ANGELO TX 76904 752173731 501(C)(3) 63108 HUMAN SERVICES SOUTHAVEN CHURCH OF CHRIST 1483 BROOKHAVEN DR SOUTHAVEN MS 38671 780224428 501(C)(3) 10000 RELIGIOUS SPECIAL OLYMPICS TEXAS INC - AREA 14 BIG COUNTRY 1804 RUTHERFORD LANE AUSTIN TX 78754 741998367 501(C)(3) 10000 HUMAN SERVICES ST JOHN'S LUTHERAN CHURCH 1100 W PARSONAGE ST WINTERS TX 79567 751495319 501(C)(3) 32228 RELIGIOUS ST PAUL PRESBYTERIAN CHURCH 11 NORTH PARK ST SAN ANGELO TX 76901 750843188 501(C)(3) 19748 RELIGIOUS STERLING CITY FIRST UNITED METHODIST PRE-SCHOOL PO BOX 311 STERLING CITY TX 76951 751529785 501(C)(3) 28169 RELIGIOUS STERLING CITY INDEPENDENT SCHOOL DISTRICT PO BOX 786 STERLING CITY TX 76951 756002522 501(C)(3) 186977 EDUCATION STERLING COUNTY EMS PO BOX 1036 STERLING CITY TX 76951 752961942 501(C)(3) 12000 HEALTH SERVICES SUTTON COUNTY COMMUNITY TRUST PO BOX 798 SONORA TX 76950 510188766 501(C)(3) 17881 HUMAN SERVICES SUTTON COUNTY FOOD PANTRY AND RESOURCE CENTER PO BOX 497 SONORA TX 76950 465446589 501(C)(3) 10876 HUMAN SERVICES SUTTON COUNTY HEALTH FOUNDATION PO BOX 18 SONORA TX 76950 043642997 501(C)(3) 20000 HUMAN SERVICES TEXAS A&M UNIVERSITY 12TH MAN FOUNDATION PO DRAWER L-1 COLLEGE STATION TX 77844 741185725 501(C)(3) 10000 EDUCATION TEXAS A&M UNIVERSITY FOUNDATION 401 GEORGE BUSH DRIVE COLLEGE STATION TX 77840 742245072 501(C)(3) 20000 EDUCATION 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) 7419 EDUCATION TEXAS MASONIC CHARITIES FOUNDATION 1985 RANCH ROAD LLANO TX 78643 371501938 501(C)(3) 5000 HUMAN SERVICES TEXAS SOUTHWEST COUNCIL - BOY SCOUTS OF AMERICA 104 VETERANS MEMORIAL DRIVE SAN ANGELO TX 76902 750800617 501(C)(3) 98562 YOUTH DEVELOPMENT THE ARC OF SAN ANGELO INC PO BOX 1922 SAN ANGELO TX 76902 751242148 501(C)(3) 10022 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) 7864 EDUCATION THE GOOD SAMARITAN CENTER OF SAN ANTONIO TEXAS 1600 SALTILLO ST SAN ANTONIO TX 78207 741117340 501(C)(3) 40105 HUMAN SERVICES THE HOSPICE OF SAN ANGELO FOUNDATION PO BOX 62211 SAN ANGELO TX 76906 752129019 501(C)(3) 64245 HUMAN SERVICES THE PEOPLEPLANT CONNECTION PO BOX 62841 SAN ANGELO TX 76906 300588582 501(C)(3) 12230 ENVIRONMENT THE SALVATION ARMY PO BOX 589 SAN ANGELO TX 76902 900337669 501(C)(3) 60420 HUMAN SERVICES THERAPEUTIC RIDING OF TUCSON 8920 E WOODLAND TUCSON AZ 85749 860329294 501(C)(3) 32500 HUMAN SERVICES THROUGH GOD COMES JUSTICE MINISTRY PO BOX 3126 SAN ANGELO TX 76902 752778164 501(C)(3) 5676 RELIGIOUS TOM GREEN 4-H SCHOLARSHIP 113 WEST SAN ANGELO TX 76903 823813942 501(C)(3) 27535 YOUTH DEVELOPMENT TOM GREEN COUNTY LIBRARY 113 W BEAUREGARD SAN ANGELO TX 76903 756001184 501(C)(3) 120200 COMMUNITY DEVELOPMENT TRINITY LUTHERAN CHURCH 3536 YMCA DRIVE SAN ANGELO TX 76904 756003634 501(C)(3) 31907 RELIGIOUS TRINITY LUTHERAN SCHOOL AND EARLY CHILDHOOD CENTER 3516 LUTHERAN WAY SAN ANGELO TX 76904 756003634 501(C)(3) 18102 YOUTH DEVELOPMENT UNITED WAY OF THE CONCHO VALLEY PO BOX 3710 SAN ANGELO TX 76902 750859662 501(C)(3) 296754 HUMAN SERVICES UNITY CHURCH OF SAN ANGELO 5237 S BRYANT BLVD SAN ANGELO TX 76904 756439603 501(C)(3) 8743 RELIGIOUS WALL EDUCATION FOUNDATION PO BOX 259 WALL TX 76957 320069326 501(C)(3) 10878 EDUCATION WESLEY UMC DAILY BREAD PROGRAM 301 W 18TH STREET SAN ANGELO TX 76903 562563807 501(C)(3) 34055 RELIGIOUS WEST TEXAS BOYS RANCH 10223 BOYS RANCH ROAD SAN ANGELO TX 76904 750954831 501(C)(3) 78910 YOUTH DEVELOPMENT WEST TEXAS COUNSELING & GUIDANCE 242 N MAGDALEN ST SAN ANGELO TX 76903 751561599 501(C)(3) 123794 YOUTH DEVELOPMENT WEST TEXAS REHABILITATION CENTER 3001 S JACKSON SAN ANGELO TX 76904 750868320 501(C)(3) 103739 HUMAN SERVICES WORLD VIDEO BIBLE SCHOOL 25 LANTANA LANE MAXWELL TX 78656 742452538 501(C)(3) 10000 RELIGIOUS YOUNG LIFE - SAN ANGELO AREA # TX-102 PO BOX 61816 SAN ANGELO TX 76906 840385934 501(C)(3) 20923 YOUTH DEVELOPMENT YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO 353 S RANDOLPH ST SAN ANGELO TX 76903 750800698 501(C)(3) 19476 YOUTH DEVELOPMENT 176 SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES. 747 1179847 SONORA FLOOD RELIEF ASSISTANCE TO INDIVIDUALS 128 211392 SAN ANGELO DISASTER RELIEF 40 75400 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 187500 0 0 0 0 0 55185 0 4800 0 247485 0 0 0 SCHEDULE J, LINE I, COLUMN C SCHEDULE J PART I QUESTION 4(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: MATT LEWIS, $43,935 INCREASED VALUE. X 41 6967056 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 -8,919,290. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 1,014,126. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 1,796,967. 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.