2020-11-13T18:32:20-06:00 2019-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2019-01-01 201110274 SAN ANTONIO AREA FOUNDATION GROUP RETURN SANA 2102252243 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 LYNDA CABELL CFO 2102252243 2020-11-13 1 JOSEPHINE BEHREND P00715390 2108286281 2020-11-13 70.123.210.99 2020-11-13 17:03:55 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 41CC6A04A0DE7FF40B155173CE262DCBE8CF21CD 2019 2021-01-29 14:40:06Z LYNDA CABELL 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 57304800 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. 69 68 19 69 16275 16275 14300180 11025507 0 0 6846929 3880652 4772151 2983263 25919260 17889422 6630383 10184378 0 0 1323385 1852880 0 0 154333 1984167 3347204 9937935 15384462 15981325 2504960 117595047 122673953 2089959 2680809 115505088 119993144 X TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS, SCHOOLS ON BEHALF OF STUDENTS FOR SCHOLARSHIPS, AND TO INDIVIDUALS FOR TEACHER STIPENDS. 1 0 12946734 10184378 100222 THE MISSION AND ACCOMPLISHMENTS OF THE ORGANIZATIONS IN THE GROUP RETURN IS 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.WARM SPRINGS FOUNDATION PROVIDES GRANTS TO OTHER 501(C)(3) PUBLIC CHARITIES, PROVIDES GRANTS TO INDIGENT PATIENTS IN NEED OF REHABILITATION, AND PROVIDES A RESOURCE CENTER FOR SUPPORT GROUPS TO MEET.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:WARM SPRINGS FOUNDATION - $81,000CITY EDUCATION PARTNERS - $529,003CULINARY HEALTH EDUCATION FOR FAMILIES - $150,000CHOOSE TO SUCCEED - $28,956STUDENTS + STARTUPS - $17,167 12946734 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 158 0 1 19 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 69 68 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X LYNDA CABELL 2102252243 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 REBECCA BRUNE - SAAFDN COO (UNTIL 8/19/19) 4.00 44.00 X 0 398599 16029 MARJORIE FRENCH - SAAFDN PRESIDENT/CEO 4.00 44.00 X 0 270808 121 REBECCA HELTERBRAND - SAAFDN VP OF STRATEGY AND INNOVATION 4.00 44.00 X 0 188475 17701 LYNDA CABELL - SAAFDN CFO 4.00 44.00 X 0 196164 5886 DALIA CONTRERAS - CITY ED PTRNS SENIOR DIRECTOR 40.00 X 169566 0 6930 LISA BRUNSVOLD - SAAFDN VP OF DEVELOPMENT AND DONOR SERVICES 4.00 44.00 X 0 150430 15808 ARENDA BURNS - SAAFDN VP OF HUMAN RESOURCES AND ORGANIZATION 4.00 44.00 X 0 146930 16577 JOEL HARRIS - CITY ED PTRNS EXECUTIVE DIRECTOR (UNTIL 6/21/19) 40.00 X 147636 0 5992 DAWN DIXON - WARM SPRINGS FDN EXECUTIVE DIRECTOR 40.00 X 141307 0 11969 SUKHDEEP KAUR - CITY ED PTRNS SENIOR DIRECTOR 40.00 X 143698 0 9460 MARK LARSON - CITY ED PTRNS CEO 40.00 X 147314 0 2705 APRIL HANSARD - SAAFDN CONTROLLER 4.00 44.00 X 0 135916 12706 CHRISTOPHER HAASS - CTS CEO 40.00 X 136675 0 8277 PATRICIA MEJIA - SAAFDN VP OF COMMUNITY ENGAGEMENT AND IMPACT 4.00 44.00 X 0 127465 1622 BRIAN REGNIER - CITY ED PTRNS DIRECTOR 40.00 X 116610 0 1561 JOHN HAYES - CITY ED PTRNS SECRETARY 1.00 3.00 X X 0 21375 0 SUZIE MEAD FELDMAN - CHEF PRESIDENT 1.00 X X 0 0 0 DONNA GILGER - CHEF SECRETARY 1.00 X X 0 0 0 MARIE SMITH - CHEF TREASURER 1.00 X X 0 0 0 DR SHAYLON RETTIG - CHEF DIRECTOR 1.00 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 HENRY GONZALEZ III - CTS TREASURER 1.00 X X 0 0 0 VICTORIA RICO - CTS DIRECTOR 1.00 X 0 0 0 GEORGE PEDRAZA - CTS SECRETARY 1.00 X X 0 0 0 KEN HALLIDAY - CITY ED PTRNS PRESIDENT 1.00 X X 0 0 0 DAVID HARRIS - CITY ED PTRNS DIRECTOR 1.00 X 0 0 0 JORDANA MARKMAN-EPSTEIN - CITY ED P ASSISTANT TREASURER 1.00 X X 0 0 0 LIONEL SOSA - CITY ED PTRNS DIRECTOR 1.00 X 0 0 0 JENNA SAUCEDO-HERRERA - CITY ED PTR DIRECTOR 1.00 X 0 0 0 SHARON CROCKETT-RAY - FRIENDS OF CA DIRECTOR 1.00 X 0 0 0 TRACY SHELTON - FRIENDS OF CARVER DIRECTOR 1.00 X 0 0 0 KERRY BENEDICT - FRIENDS OF CARVER DIRECTOR 1.00 X 0 0 0 DANIEL BASSICHIS - FRIENDS OF CARVE TREASURER 1.00 X X 0 0 0 DAVID ROBINSON - FRIENDS OF CARVER PRESIDENT 1.00 X X 0 0 0 DAVID ROBINSON JR - FRIENDS OF CARV SECRETARY 1.00 X X 0 0 0 AMBROSE ROBINSON - FRIENDS OF CARVE VICE PRESIDENT 1.00 X 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 MARILYN HARRINGTON - GUNN FAMILY FD DIRECTOR 1.00 X 0 0 0 CATHERINE COVITA MORONEY - GUNN FAM DIRECTOR 1.00 X 0 0 0 CURTIS C GUNN - GUNN FAMILY FDN PRESIDENT 1.00 X X 0 0 0 LEE ELLEN GUNN - GUNN FAMILY FDN SECRETARY/TREASURER 1.00 X X 0 0 0 MARY CATHERINE MOLLY WALDEN - GUNN VICE PRESIDENT 1.00 X X 0 0 0 SHARON CROCKETT-RAY - RAPIER ED FDN SECRETARY 1.00 X X 0 0 0 SANDIE PALOMO-GONZALEZ - RAPIER ED DIRECTOR 1.00 X 0 0 0 NANCY REED - RAPIER ED FDN TREASURER 1.00 X X 0 0 0 LISSA MARTINEZ - RAPIER ED FDN DIRECTOR 1.00 X 0 0 0 KYMBERLY A RAPIER - RAPIER ED FDN VICE PRESIDENT 1.00 X X 0 0 0 GEORGE M RAPIER - RAPIER ED FDN PRESIDENT 1.00 X X 0 0 0 BRAD PARMAN - REAL ESTATE SRVC CHAIR 1.00 2.00 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 VICE CHAIR 1.00 X 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 JAMES SUMMERS - REAL ESTATE SRVC DIRECTOR 1.00 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 JACK RICHMOND - RICHMOND FAMILY FDN DIRECTOR 1.00 X 0 0 0 LAURA RICHMOND - RICHMOND FAMILY FD DIRECTOR 1.00 X 0 0 0 CLAY RICHMOND - RICHMOND FAMILY FDN SECRETARY 1.00 X X 0 0 0 STEVE RICHMOND - RICHMOND FAMILY FD PRESIDENT 1.00 X X 0 0 0 JOHN RICHMOND - RICHMOND FAMILY FDN VICE PRESIDENT; TREASURER 1.00 X X 0 0 0 WILLIAM BAYERN - RICHMOND FAMILY FD DIRECTOR 1.00 X 0 0 0 MINDI ALTERMAN - RICHMOND FAMILY FD DIRECTOR 1.00 X 0 0 0 BRAD PARMAN - RICHMOND FAMILY FDN DIRECTOR 1.00 2.00 X 0 0 0 ALLISON KUSTOFF - RICHMOND FAMILY F DIRECTOR 1.00 X 0 0 0 SYLVIA FERNANDEZ - RICHMOND FAMILY DIRECTOR 1.00 X 0 0 0 RAYMOND R CARVAJAL - RICHMOND FAMIL DIRECTOR 1.00 X 0 0 0 AARONETTA PIERCE - RICHMOND FAMILY DIRECTOR 1.00 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 BART SIMPSON - WARM SPRINGS FDN TREASURER 1.00 X X 0 0 0 MEADE FLAVIN - WARM SPRINGS FDN DIRECTOR 1.00 X 0 0 0 ANDREW MCALLISTER - WARM SPRINGS FD DIRECTOR 1.00 X 0 0 0 STACEY RUBIN - WARM SPRINGS FDN DIRECTOR 1.00 X 0 0 0 HELEN M EVERSBERG - WARM SPRINGS FD CHAIR 1.00 X X 0 0 0 MALCOLM HARTMAN - WARM SPRINGS FDN SECRETARY 1.00 X X 0 0 0 RICK MAREK - WARM SPRINGS FDN VICE CHAIR 1.00 X X 0 0 0 MARLENE MERRITT - WARM SPRINGS FDN TREASURER 1.00 X X 0 0 0 FRANCINE WILSON - WARM SPRINGS FDN DIRECTOR 1.00 X 0 0 0 KEN RECTOR - WARM SPRINGS FDN DIRECTOR 1.00 X 0 0 0 1002806 1636162 133344 7 0 1 0 TEMBO INC 1639 N HANCOCK STUDIO 203 PHILADELPHIA PA 19122 WEBSITE 362500 ANNE MESSBARGER-EGUIA 128 W OAKVIEW SAN ANTONIO TX 78209 MANAGEMENT SERVICES 203000 ATTUNED EDUCATION PARTNERS LLC 716 VALLEY RD MONTCLAIR NJ 07043 CONSULTING 112500 BURNAM GRAY 511 RIO SPRINGS SAN ANTONIO TX 78258 DIGITAL PUBLIC RELATIONS 111217 4 6293786 4731721 11025507 3500648 16275 3484373 2883041 2883041 39795382 39415378 380004 380004 380004 MISCELLANEOUS REVENUE 900099 100222 100222 100222 17889422 100222 16275 6747418 8949544 8949544 1234834 1234834 778372 407532 272498 98342 894471 622167 227415 44889 23813 17228 4932 1653 31674 25367 5670 637 124550 82831 36589 5130 275954 275954 100640 12348 88292 297437 297437 995132 789269 205863 186951 171046 15873 32 47411 12954 34457 218098 121347 96751 427071 101903 323633 1535 60278 39850 20428 323233 209642 113591 109473 5648 103585 240 26626 26626 PROGRAM EXPENSES 72826 72826 EVENT EXPENSES 69155 43266 24589 1300 REPAIRS & MAINTENANCE 49773 4661 44905 207 MEALS & ENTERTAINMENT 39957 17151 22738 68 47189 5320 41569 300 15384462 12946734 2283395 154333 13648537 9437147 2935 0 76500 1452527 5342354 385362 597500 322560 50733 134400 796605 162211 381533 634394 57195891 76477048 40297779 33824230 1285 6285 117595047 122673953 1223752 963611 865957 1712100 250 5098 2089959 2680809 X 84664516 88341850 30840572 31651294 115505088 119993144 117595047 122673953 X 2504960 465632 1517464 X X 0 1 X 1 0 X X 1 SAN ANTONIO AREA FOUNDATION 746065414 7 1 275954 0 1 275954 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 10788194 41630 1492091 737229 0 140547 11444139 11815718 142780 -818163 257315 94826 10788194 10596651 1346546 91504 35975 11815718 2938355 7215576 490650 15719 32211 10596651 2951459 194562 207666 2938355 0.00000 1.00000 0.00000 1 1 1 154401 75439 78962 124686 49946 74740 517518 36826 480692 634394 MINERAL INTERESTS 15568423 F PARTNERSHIP INVESTMENTS 2089109 F TRUSTS 16166698 F 33824230 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 1064545 0 0 0 0 0 0 1064545 0 1064545 1 0 0 1 0 0 PART III ACCOUNTING METHOD: 1 HAVEN FOR HOPE OF BEXAR COUNTY 1 HAVEN FOR HOPE WAY SAN ANTONIO TX 78207 208075412 501(C)(3) 5000 N/A N/A FOR GENERAL OPERATING EXPENSES MORGAN'S WONDERLAND 5223 DAVID EDWARDS DRIVE SAN ANTONIO TX 78233 261219640 501(C)(3) 45000 N/A N/A FOR PROGRAM SUPPORT AUTISM SERVICE CENTER OF SAN ANTONIO 4242 WOODCOCK DRIVE SUITE 101 SAN ANTONIO TX 78228 262592058 501(C)(3) 15000 N/A N/A FOR GENERAL OPERATING EXPENSES TEXAS BIOMEDICAL RESEARCH INSTITUTE 8715 W MILITARY DRIVE SAN ANTONIO TX 78245 741109630 501(C)(3) 10000 N/A N/A FOR GENERAL OPERATING EXPENSES UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY P O BOX 898 SAN ANTONIO TX 78293 741272381 501(C)(3) 26000 N/A N/A FOR GENERAL OPERATING EXPENSES THE WITTE MUSEUM 3801 BROADWAY SAN ANTONIO TX 78209 741400537 501(C)(3) 10000 N/A N/A FOR PROGRAM SUPPORT SAN ANTONIO BOTANICAL GARDEN SOCIETY INC PO BOX 6569 SAN ANTONIO TX 78209 742178792 501(C)(3) 5000 N/A N/A FOR PROGRAM SUPPORT ALAMO COLLEGES DISTRICT 2222 N ALAMO STREET SAN ANTONIO TX 78215 742422589 501(C)(1) 12000 N/A N/A FOR PROGRAM SUPPORT THE DOSEUM 2800 BROADWAY SAN ANTONIO TX 78209 742659746 501(C)(3) 5000 N/A N/A FOR GENERAL OPERATING EXPENSES BOYSVILLE INC P O BOX 369 CONVERSE TX 78109 741207553 501(C)(3) 100000 N/A N/A FOR GENERAL OPERATING EXPENSES THE PROSTHETIC FOUNDATION 5047 SHERRI ANN ROAD SAN ANTONIO TX 78233 010949598 501(C)(3) 26000 N/A N/A FOR PROGRAM SUPPORT SAN ANTONIO AMPUTEE FOUNDATION PO BOX 591131 SAN ANTONIO TX 78259 208674502 501(C)(3) 14000 N/A N/A FOR PROGRAM SUPPORT TRAVIS BRADFORD KIKER SPINAL CORD FOUNDATION PARTNERSHIP 325 E SONTERRA BLVD SUITE 210 SAN ANTONIO TX 78258 262939462 501(C)(3) 5000 N/A N/A FOR PROGRAM SUPPORT TEAMABILITY INC 1711 NORTH TRINITY SAN ANTONIO TX 78201 300208271 501(C)(3) 30000 N/A N/A FOR PROGRAM SUPPORT THE BELIEVE IT FOUNDATION 4242 BROADWAY SUITE 706 SAN ANTONIO TX 78209 300512535 501(C)(3) 40000 N/A N/A FOR PROGRAM SUPPORT RIDE CONNECT TEXAS 517 SW MILITARY DRIVE SAN ANTONIO TX 78221 455521039 501(C)(3) 20000 N/A N/A FOR PROGRAM SUPPORT ROLLING INSPIRATION 5101 MEDICAL DRIVE SAN ANTONIO TX 78229 464893572 501(C)(3) 15000 N/A N/A FOR PROGRAM SUPPORT YMCA OF GREATER SAN ANTONIO 231 E RHAPSODY SAN ANTONIO TX 78216 741109634 501(C)(3) 20000 N/A N/A FOR PROGRAM SUPPORT THE CHARITY BALL ASSOCIATION OF SAN ANTONIO INC PO BOX 2357 SAN ANTONIO TX 78209 741488436 501(C)(3) 15000 N/A N/A FOR PROGRAM SUPPORT PRESA COMMUNITY CENTER 3721 S PRESA STREET SAN ANTONIO TX 78210 741902249 501(C)(3) 25000 N/A N/A FOR PROGRAM SUPPORT CHILDREN'S ASSOCIATION FOR MAXIMUM POTENTIAL PO BOX 27086 SAN ANTONIO TX 78227 742095766 501(C)(3) 45000 N/A N/A FOR PROGRAM SUPPORT BRIGHTON CENTER 14207 HIGGINS ROAD SAN ANTONIO TX 78217 742331826 501(C)(3) 15500 N/A N/A FOR PROGRAM SUPPORT RESPITE CARE OF SAN ANTONIO INC PO BOX 12633 SAN ANTONIO TX 78212 742467770 501(C)(3) 40000 N/A N/A FOR PROGRAM SUPPORT ALAMO HEAD INJURY ASSOCIATION INC PO BOX 29074 SAN ANTONIO TX 78229 742588800 501(C)(3) 17000 N/A N/A FOR PROGRAM SUPPORT PROJECT MEND 5727 IH 10 WEST SAN ANTONIO TX 78201 742647324 501(C)(3) 41000 N/A N/A FOR PROGRAM SUPPORT ANY BABY CAN OF SAN ANTONIO 217 HOWARD STREET SAN ANTONIO TX 78212 742684333 501(C)(3) 30000 N/A N/A FOR PROGRAM SUPPORT KINETIC KIDS INC PO BOX 690993 SAN ANTONIO TX 78269 743080076 501(C)(3) 40000 N/A N/A FOR PROGRAM SUPPORT TBI WARRIOR FOUNDATION PO BOX 2365 BOERNE TX 78006 821561192 501(C)(3) 41000 N/A N/A FOR PROGRAM SUPPORT OPERATION COMFORT 4900 BROADWAY SUITE 100 SAN ANTONIO TX 78209 861123065 501(C)(3) 16400 N/A N/A FOR PROGRAM SUPPORT IDEA PUBLIC SCHOOLS 12500 SAN PEDRO AVENUE SUITE 500 SAN ANTONIO TX 78216 742948339 501(C)(3) 321800 N/A N/A FOR PROGRAM SUPPORT PHILANTHROPITCH 1023 SPRINGDALE ROAD AUSTIN TX 78721 811374280 501(C)(3) 7500 N/A N/A FOR PROGRAM SUPPORT PATRICK HENRY COLLEGE 10 PATRICK HENRY CIRCLE PURCELLVILLE VA 20132 541919810 501(C)(3) 35000 N/A N/A TO BE USED FOR SCHOLARSHIPS EDGEWOOD INDEPENDENT SCHOOL DISTRICT 5358 W COMMERCE SAN ANTONIO TX 78237 740003122 501(C)(1) 125414 N/A N/A FOR PROGRAM SUPPORT TEACH FOR AMERICA INC ONE RIVERWALK PLACE 700 N ST MARYS STREET SUITE 200 SAN ANTONIO TX 78205 133541913 501(C)(3) 325000 N/A N/A FOR PROGRAM SUPPORT NEW VENTURE FUND 1201 CONNECTICUT AVENUE NW SUITE 300 WASHINGTON DC 20036 205806345 501(C)(3) 232666 N/A N/A FOR PROGRAM SUPPORT TOGETHER EDUCATION INC 40 WEST 20TH STREET 6TH FLOOR NEW YORK NY 10011 261525207 501(C)(3) 1399650 N/A N/A FOR PROGRAM SUPPORT YTIA - YOUTH TRANSITIONING INTO ADULTHOOD 2611 SAN PEDRO AVENUE SAN ANTONIO TX 78212 271102682 501(C)(3) 9856 N/A N/A FOR PROGRAM SUPPORT RELAY GRADUATE SCHOOL OF EDUCATION 40 WEST 20TH STREET 7TH FLOOR NEW YORK NY 10011 275316628 501(C)(3) 1312500 N/A N/A FOR PROGRAM SUPPORT URBAN FAITH MISSION 381 MICKLEJOHN WALK STREET SAN ANTONIO TX 78207 812177407 501(C)(3) 14080 N/A N/A FOR PROGRAM SUPPORT KIPP SAN ANTONIO INC 731 FREDERICKSBURG ROAD SAN ANTONIO TX 78201 412090713 501(C)(3) 300000 N/A N/A FOR PROGRAM SUPPORT COMPASS ROSE ACADEMY 8005 OUTER CIRCLE ROAD BLDG 704 SAN ANTONIO TX 78234 475328736 501(C)(3) 608000 N/A N/A FOR PROGRAM SUPPORT 100 BLACK MEN OF AMERICA INC P O BOX 40284 SAN ANTONIO TX 78229 581974429 501(C)(3) 96876 N/A N/A FOR PROGRAM SUPPORT TRINITY UNIVERSITY - COLLEGE OF EDUCATION ONE TRINITY PLACE SAN ANTONIO TX 78212 741109633 501(C)(3) 195168 N/A N/A FOR PROGRAM SUPPORT SAISD FOUNDATION 141 LAVACA SAN ANTONIO TX 78210 742861587 501(C)(3) 805000 N/A N/A FOR PROGRAM SUPPORT SA CHRISTIAN HOPE RESOURCE CENTER P O BOX 780904 SAN ANTONIO TX 78278 742989365 501(C)(3) 38671 N/A N/A FOR PROGRAM SUPPORT SAN ANTONIO INDEPENDENT SCHOOL DISTRICT 141 LAVACA SAN ANTONIO TX 78210 746002167 501(C)(1) 1087054 N/A N/A FOR PROGRAM SUPPORT PROMESA ACADEMY CHARTER SCHOOL 6715 HOPE FARM SAN ANTONIO TX 78249 822921031 501(C)(3) 250000 N/A N/A FOR PROGRAM SUPPORT IMMSCHOOLS 10419 TOLLOW WAY HELOTES TX 78023 823350805 501(C)(3) 25600 N/A N/A FOR PROGRAM SUPPORT CENTERS FOR APPLIED SCIENCE AND TECHNOLOGY 621 W EUCLID AVENUE SAN ANTONIO TX 78212 825253554 501(C)(3) 189963 N/A N/A FOR PROGRAM SUPPORT THE GATHERING PLACE 250 E GRAYSON STREET SAN ANTONIO TX 78215 830687670 501(C)(3) 339500 N/A N/A FOR PROGRAM SUPPORT SAN ANTONIO FOOD BANK INC 5200 ENRIQUE M BARRERA PKWY SAN ANTONIO TX 78227 742122979 501(C)(3) 119000 N/A N/A FOR PROGRAM SUPPORT COLONIAL HILLS ELEMENTARY SCHOOL 2627 KERRYBROOK COURT SAN ANTONIO TX 78230 746015301 501(C)(1) 5134 N/A N/A FOR PROGRAM SUPPORT 48 4 EDUCATION ASSISTANCE 105 890000 0 N/A N/A EDUCATION - TEACHER STIPENDS 118 156040 0 N/A N/A CHARITY CARE GRANTS 12 188794 0 N/A N/A PART I, LINE 2: THE PROCESS TO MONITOR THE USE OF GRANT FUNDS VARIES AMONGST THE SUPPORTING ORGANIZATIONS. WARM SPRINGS FOUNDATION'S AWARD LETTER REQUIRES ACKNOWLEDGEMENT OF THE GRANTEE TO USE THE GRANT WITH THE INTENDED PURPOSE. THERE IS A FOLLOW UP EVALUATION BY THE GRANTEE. IN ADDITION, THERE ARE SITE VISITS MADE TO THE AWARDED GRANTEE. ALL OTHER SUPPORTING ORGANIZATIONS THAT AWARD GRANTS, THE BOARD MEMBERS ARE FAMILIAR WITH THE ORGANIZATIONS AND THEIR NEEDS. THE BOARD MEMBERS ARE AWARE OF THE USE OF FUNDS BY THE GRANTEES. PART I, LINE 2: THE PROCESS TO MONITOR THE USE OF GRANT FUNDS VARIES AMONGST THE SUPPORTING ORGANIZATIONS. WARM SPRINGS FOUNDATION'S AWARD LETTER REQUIRES ACKNOWLEDGEMENT OF THE GRANTEE TO USE THE GRANT WITH THE INTENDED PURPOSE. THERE IS A FOLLOW UP EVALUATION BY THE GRANTEE. IN ADDITION, THERE ARE SITE VISITS MADE TO THE AWARDED GRANTEE. ALL OTHER SUPPORTING ORGANIZATIONS THAT AWARD GRANTS, THE 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 X 1 0 0 0 0 0 0 0 0 REBECCA BRUNE - SAAFDN COO (UNTIL 8/19/19) 0 198341 0 22660 0 177598 0 11200 0 4829 0 414628 0 0 MARJORIE FRENCH - SAAFDN PRESIDENT/CEO 0 256309 0 14499 0 0 0 0 0 121 0 270929 0 0 REBECCA HELTERBRAND - SAAFDN VP OF STRATEGY AND INNOVATION 0 187169 0 1306 0 0 0 6950 0 10751 0 206176 0 0 LYNDA CABELL - SAAFDN CFO 0 194858 0 1306 0 0 0 5807 0 79 0 202050 0 0 DALIA CONTRERAS - CITY ED PTRNS SENIOR DIRECTOR 151248 0 18318 0 0 0 1464 0 5466 0 176496 0 0 0 LISA BRUNSVOLD - SAAFDN VP OF DEVELOPMENT AND DONOR SERVICES 0 149123 0 1307 0 0 0 5964 0 9844 0 166238 0 0 ARENDA BURNS - SAAFDN VP OF HUMAN RESOURCES AND ORGANIZATI 0 145509 0 1421 0 0 0 5826 0 10751 0 163507 0 0 JOEL HARRIS - CITY ED PTRNS EXECUTIVE DIRECTOR (UNTIL 6/21/19) 102175 0 45461 0 0 0 5888 0 104 0 153628 0 0 0 DAWN DIXON - WARM SPRINGS FDN EXECUTIVE DIRECTOR 131357 0 9950 0 0 0 5042 0 6927 0 153276 0 0 0 SUKHDEEP KAUR - CITY ED PTRNS SENIOR DIRECTOR 129137 0 14561 0 0 0 5733 0 3727 0 153158 0 0 0 MARK LARSON - CITY ED PTRNS CEO 108934 0 38380 0 0 0 0 0 2705 0 150019 0 0 0 PART I, LINE 4A REBECCA BRUNE RECEIVED A PAYMENT OF $177,598 PURSUANT TO LINE 4A. PART 1, LINE 3: THE GROUP RELIED ON THE SAN ANTONIO AREA FOUNDATION TO DETERMINE COMPENSATION THROUGH THE APPROPRIATE PROCESS, WHICH INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION. THE SAN ANTONIO AREA FOUNDATION USED AN INDEPENDENT COMPENSATION CONSULTANT, AS WELL AS A COMPENSATION SURVEY AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART III, LINE 2 STUDENTS + STARTUPS IS A NEW SUPPORTING ORGANIZATION IN 2019. THE ORGANIZATION WAS CREATED ON OCTOBER 22, 2019. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP - DAVID, DAVID JR., AND AMBROSE ROBINSON FAMILY RELATIONSHIP - CURTIS GUNN, LEE GUNN, AND MARY WALDEN FAMILY RELATIONSHIP - GEORGE AND KYMBERLY RAPIER FAMILY RELATIONSHIP - JACK, LAURA, CLAY, JOHN, AND STEVE RICHMOND FAMILY RELATIONSHIP - ART AND WILLIAM BAYERN 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 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 B, LINE 15A THE SAN ANTONIO AREA FOUNDATION USES THE CEO EVALUATION FORM RECEIVED FROM THE COUNCIL ON FOUNDATIONS. THE FOUNDATION PROVIDES THE EVALUATION DOCUMENT ALONG WITH THE ACCOMPLISHMENT REPORT TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR COMPLETION. ALL REPLIES ARE SENT DIRECTLY TO A SINGLE MEMBER OF THE GOVERNANCE COMMITTEE TO COMPILE IN A REPORT FOR THE COMMITTEE CHAIR TO REVIEW. THE GOVERNANCE COMMITTEE CHAIR MEETS WITH THE BOARD CHAIR TO REVIEW THE COMPILATION. THE COMPILATION IS THEN PRESENTED TO THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS IN AN EXECUTIVE SESSION. THE BOARD CHAIR MEETS WITH THE CEO TO ADDRESS ANY ISSUES. IN REGARD TO OTHER OFFICERS AND KEY EMPLOYEES, THE CEO PREPARES A HUMAN RESOURCES ANALYSIS THAT INCLUDES A COUNCIL ON FOUNDATIONS COMPENSATION SUMMARY WITH THE MOST RECENTLY AVAILABLE BASE SALARIES. THE CEO USES THIS INFORMATION TO MAKE SALARY RECOMMENDATIONS FOR ALL STAFF, WHICH ARE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. 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 XI, LINE 9: CHOOSE TO SUCCEED NET ASSETS 1,517,464. 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. 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