2019-11-15T12:36:39-06:00 2018-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PARKWAY SUITE 400 SAN ANTONIO TX 78259 990 2018-01-01 201110274 SAN ANTONIO AREA FOUNDATION GROUP RETURN SANA 2102252243 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 LYNDA CABELL CFO 2102252243 2019-11-13 1 JOSEPHINE BEHREND P00715390 2108286281 70.123.210.99 2019-11-13 21:12:49 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 41CC6A04A0DE7FF40B155173CE262DCBE8CF21CD 2018 2020-03-31 21:24:44Z LYNDA CABELL 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 37409052 1 0 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. 48 48 18 65 0 -1358 10059638 14300180 0 0 3303491 6846929 2613117 4772151 15976246 25919260 8478656 6630383 0 0 892488 1323385 0 0 90288 1714366 1984167 11085510 9937935 4890736 15981325 102265637 117595047 2870955 2089959 99394682 115505088 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 7896723 6630383 10465 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.K RAPIER KIDS DBA KYM'S KIDS GRANTS COLLEGE SCHOLARSHIPS TO PARTICIPANTS IN ITS PROGRAM BASED ON HOURS OF VOLUNTEER PARTICIPATION.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 PARTICPANTS 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.IN-KIND REVENUE RECEIVED DURING THE YEAR:WARM SPRINGS - $81,000CITY EDUCATION PARTNERS - $284,179CULINARY HEALTH EDUCATION - $186,226 7896723 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 98 0 18 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 48 48 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X LYNDA CABELL 2102283764 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 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 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 JOHN HAYES - CITY ED PTRNS SECRETARY 1.00 X 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 DIRECTOR 1.00 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 SARAH HARTE - GUNN FAMILY FDN DIRECTOR 1.00 X 0 0 0 BILL MOLL - GUNN FAMILY FDN 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 DIRECTOR 1.00 X 0 0 0 SANDIE PALOMO-GONZALEZ - RAPIER ED DIRECTOR 1.00 X 0 0 0 NANCY REED - RAPIER ED FDN DIRECTOR 1.00 X 0 0 0 LISSA MARTINEZ - RAPIER ED FDN DIRECTOR 1.00 X 0 0 0 LETICIA LIRA SERRANO - RAPIER ED FD SECRETARY/TREASURER 1.00 X 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 JACK RICHMOND - RICHMOND FAMILY FDN PRESIDENT 1.00 X X 0 0 0 LAURA RICHMOND - RICHMOND FAMILY FD VICE PRESIDENT 1.00 X 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 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 STACEY RUBIN - WARM SPRINGS FDN DIRECTOR 1.00 X 0 0 0 BART SIMPSON - WARM SPRINGS FDN DIRECTOR 1.00 X 0 0 0 CRAIG WILSON - WARM SPRINGS FDN DIRECTOR 1.00 X 0 0 0 ANDREW MCALLISTER - WARM SPRINGS FD DIRECTOR 1.00 X 0 0 0 HELEN M EVERSBERG - WARM SPRINGS FD CHAIR 1.00 X X 0 0 0 MALCOLM HARTMAN - WARMS SPRINGS FDN SECRETARY 1.00 X X 0 0 0 RICK MAREK - WARMS 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 ELLEN DEDE BRAUN - KYM'S KIDS DIRECTOR (UNTIL 12/31/18) 1.00 X 0 0 0 ERICK AKINS - KYM'S KIDS DIRECTOR (UNTIL 12/31/18) 1.00 X 0 0 0 MARY ANNE OWENS - KYM'S KIDS DIRECTOR (UNTIL 12/31/18) 1.00 X 0 0 0 BETTY WILLIAMS - KYM'S KIDS DIRECTOR (UNTIL 12/31/18) 1.00 X 0 0 0 KYMBERLY A RAPIER - KYM'S KIDS PRESIDENT & TREASURER (UNTIL 12/31/18) 1.00 X X 0 0 0 GEORGE M RAPIER - KYM'S KIDS VP & SECRETARY (UNTIL 12/31/18) 1.00 X X 0 0 0 NANCY YORK - KYM'S KIDS DIRECTOR (UNTIL 12/31/18) 1.00 X 0 0 0 JOEL HARRIS - CITY ED PTRNS EXECUTIVE DIRECTOR 40.00 X 191794 0 7879 DAWN DIXON - WARMS SPRINGS FDN EXECUTIVE DIRECTOR 40.00 X 137783 0 12365 REBECCA BRUNE - SAAFDN PRESIDENT/COO 4.00 44.00 X 0 284884 18172 LYNDA CABELL - SAAFDN CFO 4.00 44.00 X 0 212215 8502 ARENDA BURNS - SAAFDN VP OF HUMAN RESOURCES AND ORGANIZATIONAL DEVELOPME 4.00 44.00 X 0 154775 16304 LISA BRUNSVOLD - SAAFDN VP OF DEVELOPMENT AND DONOR SERVICES 4.00 44.00 X 0 154919 15671 REBECCA HELTERBRAND - SAAFDN VP OF STRATEGY AND INNOVATION 4.00 44.00 X 0 152590 9350 PATRICIA MEJIA - SAAFDN VP OF COMMUNITY ENGAGEMENT AND IMPACT 4.00 44.00 X 0 36002 35 SUKHDEEP KAUR - CITY ED PTRNS SENIOR DIRECTOR 40.00 X 118174 0 8266 APRIL HANSARD - SAAFDN CONTROLLER 4.00 44.00 X 0 125084 11839 447751 1120469 108383 3 0 1 0 ANNE MESSBARGER-EGUIA 128 W OAKVIEW SAN ANTONIO TX 78209 MANAGEMENT SERVICES 180000 BURNAM GRAY 511 RIO SPRINGS SAN ANTONIO TX 78258 DIGITAL PUBLIC RELATIONS 115292 2 7554808 6745372 14031 14300180 6115448 6115448 4761686 4761686 12209079 12194 11482089 7703 726990 4491 731481 731481 MISCELLANEOUS REVENUE 900099 10465 10465 10465 25919260 10465 0 11608615 X 5934733 5934733 695650 695650 476261 220902 195457 59902 702549 582117 93894 26538 17584 8855 8100 629 38396 29914 7973 509 88595 65321 21473 1801 267861 267861 95164 8013 87151 252933 252933 943175 781641 161534 151093 25757 125336 52407 5372 47035 140536 15482 125054 226789 55664 170485 640 41179 11496 29683 182807 51786 131021 45369 3416 41867 86 18577 18577 EVENT EXPENSES 148537 111563 36846 128 PROGRAM EXPENSES 122839 122839 SMALL FURNITURE & EQUIP 54871 97 54774 MEALS & ENTERTAINMENT 34571 1525 33046 -794541 -835420 40824 55 9937935 7896723 1950924 90288 4893697 13648537 641845 2935 500 76500 23468 5342354 617500 597500 19906 50733 433870 52337 46586 381533 61573468 57195891 34448667 40297779 0 1285 102265637 117595047 270287 1223752 2600668 865957 0 250 2870955 2089959 X 61034753 84664516 10398137 15163039 27961792 15677533 99394682 115505088 102265637 117595047 X 15981325 137563 -8482 X X 0 1 X 1 0 X X 1 SAN ANTONIO AREA FOUNDATION 746065414 7 1 614864 0 1 614864 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 11815718 142780 -818163 257315 94826 10788194 10596651 1346546 91504 35975 11815718 2938355 7215576 490650 15719 32211 10596651 2951459 194562 207666 2938355 2653059 298400 2951459 0.00000 0.14150 0.85850 1 1 1 138304 5860 132444 113696 46477 67219 181870 181870 381533 MINERAL INTERESTS 22856094 F PARTNERSHIP INVESTMENTS 3388131 F TRUSTS 14053554 F 40297779 X 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 - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 957239 0 0 0 0 0 0 957239 0 957239 0 0 0 1 0 0 1 AUTISM SERVICE CENTER OF SAN ANTONIO 4242 WOODCOCK DRIVE SUITE 101 SAN ANTONIO TX 78228 262592058 501(C)(3) 10000 N/A N/A FOR GENERAL OPERATING EXPENSES THE DOSEUM 2800 BROADWAY SAN ANTONIO TX 78209 742659746 501(C)(3) 5000 N/A N/A FOR GENERAL OPERATING EXPENSES 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 MISSION ROAD DEVELOPMENTAL CENTER 8706 MISSION ROAD SAN ANTONIO TX 78214 746024405 501(C)(3) 5000 N/A N/A FOR GENERAL OPERATING EXPENSES SAN ANTONIO BOTANICAL GARDEN SOCIETY INC P O BOX 6569 SAN ANTONIO TX 78209 742178792 501(C)(3) 10000 N/A N/A FOR GENERAL OPERATING EXPENSES TEXAS BIOMEDICAL RESEARCH INSTITUTE P O BOX 760549 SAN ANTONIO TX 78245 741109630 501(C)(3) 10000 N/A N/A FOR GENERAL OPERATING EXPENSES MORGAN'S WONDERLAND 5223 DAVID EDWARDS DRIVE SAN ANTONIO TX 78233 261219640 501(C)(3) 5000 N/A N/A FOR GENERAL OPERATING EXPENSES UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY PO BOX 898 SAN ANTONIO TX 78293 741272381 501(C)(3) 20000 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 GENERAL OPERATING EXPENSES THE ALAMO COLLEGES 1819 N MAIN AVENUE SAN ANTONIO TX 78212 742422589 501(C)(1) 12000 N/A N/A FOR GENERAL OPERATING EXPENSES HABITAT FOR HUMANITY OF SAN ANTONIO INC 311 PROBANDT SAN ANTONIO TX 78204 741897502 501(C)(3) 100000 N/A N/A FOR THE MARCH MATCHING CHALLENGE IDEA PUBLIC SCHOOLS 12500 SAN PEDRO AVENUE SUITE 500 SAN ANTONIO TX 78216 742948339 501(C)(3) 659888 N/A N/A FOR THE REPLICATION OF SUCCESSFUL IDEA CHARTER SCHOOLS ACROSS THE CITY KIPP SAN ANTONIO INC 731 FREDERICKSBURG ROAD SAN ANTONIO TX 78201 412090713 501(C)(3) 1219030 N/A N/A FOR THE REPLICATION OF SUCCESSFUL KIPP CHARTER SCHOOLS ACROSS THE CITY 100 BLACK MEN OF AMERICA INC P O BOX 40284 SAN ANTONIO TX 78229 581974429 501(C)(3) 78124 N/A N/A FOR THE EXECUTION OF A SCHOOL CHOICE COMMUNITY ENGAGEMENT STRATEGY QUARRY KINGDOM DEVELOPMENT P O BOX 6595 SAN ANTONIO TX 78209 465047758 501(C)(3) 25542 N/A N/A TO ENGAGE FAMILIES IN SCHOOL CHOICE ADVOCACY SAN ANTONIO INDEPENDENT SCHOOL DISTRICT 141 LAVACA SAN ANTONIO TX 78210 746002167 501(C)(1) 1597761 N/A N/A FOR VARIOUS PROGRAMS AND INITIATIVES RELAY GRADUATE SCHOOL OF EDUCATION 40 WEST 20TH STREET 7TH FLOOR NEW YORK NY 10011 275316628 501(C)(3) 361750 N/A N/A IN SUPPORT OF THE RELAY GRANT TO PROVIDE PLANNING FOR THE SCHOOL LAUNCH AT STORM ELEMENTARY AND SUMMER ACADEMY AT OGDEN ELEMENTARY. TRINITY UNIVERSITY ONE TRINITY PLACE SAN ANTONIO TX 78212 741109633 501(C)(3) 815000 N/A N/A TO PROVIDE FUNDING FOR SCHOLARSHIPS AND GENERAL GRANT FUNDS FOR THE ADVANCED LEARNING ACADEMY SAISD FOUNDATION 141 LAVACA SAN ANTONIO TX 78210 742861587 501(C)(3) 294690 N/A N/A FOR SUPPLEMENTAL COMPENSATION AND GENERAL GRANT FUNDS ALAMO HEIGHTS INDEPENDENT SCHOOL DISTRICT 7101 BROADWAY SAN ANTONIO TX 78209 237282478 501(C)(1) 7000 N/A N/A FOR GENERAL OPERATING EXPENSES SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION 100 NE LOOP 410 SUITE 706 SAN ANTONIO TX 78216 741224362 501(C)(3) 241200 N/A N/A FOR GENERAL OPERATING EXPENSES LOGAN URBAN CAPITAL PARTNERS 300 CONVENT STREET SUITE 1330 SAN ANTONIO TX 78205 824930534 501(C)(3) 75000 N/A N/A PILOT FOR 75 STUDENTS SAN ANTONIO AREA FOUNDATION 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 746065414 501(C)(3) 347003 N/A N/A TERMINATION OF SUPPORTING ORG. 20 3 EDUCATION ASSISTANCE 156 620650 N/A N/A EDUCATION - TEACHER STIPENDS 38 75000 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. X X X 0 0 0 0 0 0 0 0 0 JOEL HARRIS - CITY ED PTRNS EXECUTIVE DIRECTOR 166119 0 25675 0 0 0 0 0 7879 0 199673 0 0 0 DAWN DIXON - WARMS SPRINGS FDN EXECUTIVE DIRECTOR 130000 0 7783 0 0 0 0 0 12365 0 150148 0 0 0 REBECCA BRUNE - SAAFDN PRESIDENT/COO 0 226600 0 58284 0 0 0 11301 0 6871 0 303056 0 0 LYNDA CABELL - SAAFDN CFO 0 193862 0 18353 0 0 0 8368 0 134 0 220717 0 0 ARENDA BURNS - SAAFDN VP OF HUMAN RESOURCES AND ORGANIZATI 0 137237 0 17538 0 0 0 6104 0 10200 0 171079 0 0 LISA BRUNSVOLD - SAAFDN VP OF DEVELOPMENT AND DONOR SERVICES 0 137212 0 17707 0 0 0 6103 0 9568 0 170590 0 0 REBECCA HELTERBRAND - SAAFDN VP OF STRATEGY AND INNOVATION 0 150923 0 1667 0 0 0 0 0 9350 0 161940 0 0 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 3 EFFECTIVE 12/31/2018, K RAPIER KIDS DBA KYM'S KIDS DISSOLVED AND CEASED BEING A SUPPORTING ORGANIZATION. 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 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 COMMITTEE. ALL COMMITTEE MEMBERS RECEIVED A COPY OF THE FORM 990. ONCE ACCEPTED BY THE AUDIT 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 THE REAL ESTATE SUPPORTING ORGANIZATIONS ARE IN THE PROCESS OF ADOPTING THE CONFLICT OF INTEREST AND DOCUMENT RETENTION POLICIES. FOR ALL OTHER ENTITIES UNDER THE GROUP EXEMPTION, 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. LINE 24, OTHER EXPENSES, GRANTS WRITE-OFF UPON DISSOLUTION OF SUPPORITNG ORGANIZATION KYM'S KIDS, ORGANIZATION WROTE OFF FUTURE YEAR SCHOLARSHIPS THAT HAD BEEN AWARDED IN PRIOR YEARS. THIS RESULTED IN AN EXPENSE ACCOUNT WITH A CREDIT BALANCE. FORM 990, PART XI, LINE 9: CLOSING OUT OF UNICITY NET ASSETS -8,482. 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 0 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 CHOOSE TO SUCCEED INC 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 383892964 ATTRACT PUBLIC CHARTER SCHOOLS TO SAN ANTONIO TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 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 CHARITABLE REMAINDER TRUSTS (2) 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 TRUST TX WARM SPRINGS FOUNDATION T 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 1 SAN ANTONIO AREA FOUNDATION C 6554808 CASH JOHN L SANTIKOS CHARITABLE FOUNDATION C 1000000 CASH SAN ANTONIO AREA FOUNDATION R 614864 CASH SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #6 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 204954092 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #7 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261102511 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #8 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103030 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #9 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103564 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #10 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103106 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #11 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103393 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #12 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103518 SANA RICHMOND FAMILY FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 205560721 RICH GUNN FAMILY FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 742725791 GUNN RAPIER EDUCATIONAL FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 273574052 RAPI WARM SPRINGS FOUNDATION INC 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 741109731 WARM K RAPIER KIDS DBA KYM'S KIDS 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 274677662 KRAP THE FRIENDS OF THE CARVER ACADEMY IDEA 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 465154387 FRIE CITY EDUCATION PARTNERS 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 474539590 CITY CULINARY HEALTH EDUCATION FOR FAMILIES 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 820660176 CULI