2018-07-18T14:04:21-05:00 2017-12-31 751056027 CONDLEY AND COMPANY LLP P O BOX 2993 ABILENE TX 796042993 990 2017-01-01 731634145 SAN ANGELO AREA FOUNDATION SANA 3259477071 221 S IRVING ST SAN ANGELO TX 76903 MATT LEWIS CEO 3259477071 2018-07-18 1 GAYE DAVIS CPA P00277460 3256776251 2018-07-18 2017 2022-09-23 18:48:47Z MATT LEWIS 221 S IRVING ST SAN ANGELO TX 76903 45239217 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 8 50 0 0 10737345 12617712 0 0 3438390 7456997 34457 49597 14210192 20124306 5390986 7799550 0 0 554890 610724 0 0 182416 566131 614919 6512007 9025193 7698185 11099113 119370781 149823227 31276461 38781203 88094320 111042024 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 7955845 7799550 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. 7955845 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 23 0 1 8 1 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 JEFFERY 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 BOARD MEMBER 2.00 X 0 0 0 CARMEN DUSEK VICE CHAIRMAN 2.00 X X 0 0 0 FRED HERNANDEZ SECRETARY/TREASURER 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 JEFFREY MCCORMICK PAST CHAIRMAN 2.00 X X 0 0 0 JIM RAYMOND 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 CHAIRMAN 2.00 X X 0 0 0 MATT LEWIS PRESIDENT & CEO 40.00 X 175000 0 37845 175000 0 37845 1 0 1 0 0 12617712 1080361 12617712 5190711 5190711 150655 109878 40777 40777 40777 27271319 25005033 2266286 2266286 2266286 OTHER 900099 8820 8820 8820 20124306 0 0 7506594 6747902 6747902 1051648 1051648 175000 35000 105000 35000 289300 83822 135478 70000 33045 8457 17115 7473 80825 20685 41861 18279 32554 8331 16861 7362 5813 5813 25397 25397 227401 227401 44302 44302 13434 13434 84779 84779 44707 44707 16841 16841 24567 24567 57650 57650 8035 8035 BANK CHARGES 47945 47945 DUES AND MEMBERSHIPS 14048 14048 9025193 7955845 886932 182416 1379861 2607219 811493 1523648 350000 3354937 438726 2967169 2916211 111807577 132099143 2038695 9966112 365986 360894 119370781 149823227 6335 5346 41362 31270126 38734495 31276461 38781203 X 1897671 2259011 86196649 108783013 88094320 111042024 119370781 149823227 X 11099113 11360626 6796585 -6308620 X X 0 1 X 1 0 X 10313485 7007751 7525245 8618945 7669607 41135033 10313485 7007751 7525245 8618945 7669607 41135033 13479033 27656000 420404 3068790 4138616 3636756 5350186 16614752 57749785 0.47890 0.49800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43 2493256 1950700 18222053 1 1 117587937 12617712 25773682 7799550 -1076898 1335521 147921158 102812401 10737345 10707798 5390986 45758 1232863 117587937 105393996 7525245 -2819853 6136536 44730 1105721 102812401 93736213 22027457 3341121 12278727 39315 1392753 105393996 71303648 17814485 11108474 5530339 40963 919092 93736213 0.80000 0.20000 0 0 222954 222954 2842459 262684 2579775 237778 176042 61736 51746 51746 2916211 HELD IN TRUST - LAND 1732057 C HELD IN TRUST - CASH 55606 C LIMITED PARTNERSHIPS 257735 C BENEFICIAL INT IN CHARITABLE REMAINDER TRUSTS 7920714 C 9966112 PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST 1756837 AGENCY ENDOWMENTS 36879134 DEFERRED COMPENSATION 98524 38734495 X 23253538 11360626 109879 11470505 11783033 8341273 8341273 20124306 8179317 109879 109879 8069438 955755 955755 9025193 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 990 109,879. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 8,341,273. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED IN REVENUE ON FORM 990 109,879. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 955,755. 1 ADULT LITERACY COUNCIL PO BOX 2602 SAN ANGELO TX 76902 752195119 501(C)(3) 41571 EDUCATION AIYM INC 707 NORTH US HWY 277 ELDORADO TX 76936 264408219 501(C)(3) 10000 RELIGIOUS ALCOHOL AND DRUG ABUSE COUNCIL FOR THE CONCHO VALLEY 3553 W HOUSTON HARTE EXPY SAN ANGELO TX 76901 751609328 501(C)(3) 129891 HUMAN SERVICES AMBLESIDE SCHOOL OF SAN ANGELO 511 W HARRIS AVE SAN ANGELO TX 76903 470869323 501(C)(3) 78298 EDUCATION AMERICAN FAMILY ASSOCIATION PO BOX 2440 TUPELO MS 38803 640607275 501(C)(3) 6000 HUMAN DEVELOPMENT ANGELO CATHOLIC SCHOOL 2315 AM SAN ANGELO TX 76904 751999991 501(C)(3) 37761 EDUCATION ANGELO CIVIC THEATRE 1936 SHERWOOD WAY SAN ANGELO TX 76901 750888979 501(C)(3) 16888 CULTURAL ARTS ANGELO STATE UNIVERSITY FOUNDATION ASU STATION 11009 SAN ANGELO TX 76909 751585285 501(C)(3) 149758 EDUCATION ANGELO STATE UNIVERSITY MEAT & FOOD SCIENCE ASSOCIATION 2601 W AVENUE N SAN ANGELO TX 76909 830507951 501(C)(3) 13585 EDUCATION APOLOGETICS PRESS 230 LANDMARK DRIVE MONTGOMERY AL 36117 581406077 501(C)(3) 14000 RELIGIOUS ART IN UNCOMMON PLACES 2612 CIRCLE J STREET SAN ANGELO TX 76901 870777592 501(C)(3) 16814 CULTURAL ARTS ASU DEPT OF NATURAL & BIOLOGICAL SCIENCES ASU STATION 11023 SAN ANGELO TX 76909 751585285 501(C)(3) 5556 EDUCATION BALLET SAN ANGELO PO BOX 5092 SAN ANGELO TX 76902 751895746 501(C)(3) 17550 CULTURAL ARTS BALLINGER MEMORIAL HOSPITAL DISTRICT HEALTH FOUNDATION PO BOX 617 BALLINGER TX 76821 275559128 501(C)(3) 23596 HEALTH BAMBERGER RANCH PRESERVE 2341 BLUE RIDGE DR JOHNSON CITY TX 78636 300041245 501(C)(3) 65000 COMMUNITY DEVELOPMENT BANDERA UNITED METHODIST CHURCH PO BOX 128 BANDERA TX 78003 742315743 501(C)(3) 9500 RELIGIOUS BAPTIST MEMORIAL CENTER PO BOX 5661 SAN ANGELO TX 76902 752755400 501(C)(3) 15594 RELIGIOUS BCS CHURCH OF CHRIST 11914 SH 30 COLLEGE STATION TX 77845 320099879 501(C)(3) 30000 RELIGIOUS BE THEATRE 19 WEST BEAUGARD SAN ANGELO TX 76903 471890997 501(C)(3) 17180 CULTURAL ARTS BLUEBONNET CASA OF MASON PO BOX 130 MASON TX 76856 300117462 501(C)(3) 25000 COMMUNITY DEVELOPMENT BOYS AND GIRLS CLUB OF MENARD PO BOX 1043 MENARD TX 76859 263174725 501(C)(3) 26619 YOUTH DEVELOPMENT BOYS AND GIRLS CLUB OF SAN ANGELO INC PO BOX 107 SAN ANGELO TX 76902 751216481 501(C)(3) 39944 YOUTH DEVELOPMENT CAMP IDA CHRISTIAN YOUTH ENCAMPMENT 50 CR 1207 MAUD TX 75567 611429244 501(C)(3) 17000 YOUTH DEVELOPMENT CASSIE'S PLACE 622 ASHFORD DRIVE SAN ANGELO TX 76901 475533888 501(C)(3) 14243 HUMAN DEVELOPMENT CATHEDRAL OF THE SACRED HEART 20 E BEAUREGARD AVENUE SAN ANGELO TX 76903 751086083 501(C)(3) 7500 RELIGIOUS CENTRAL TEXAS OPPORTUNITIES INC 118 W PECAN STREET SUITE 405 COLEMAN TX 76834 751230663 501(C)(3) 10000 HUMAN DEVELOPMENT CHILDREN'S ADVOCACY CENTER OF TOM GREEN COUNTY INC PO BOX 5195 SAN ANGELO TX 76902 752401001 501(C)(3) 57107 COMMUNITY DEVELOPMENT CHILDREN'S BED PROJECT 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 11717 YOUTH DEVELOPMENT CHRISTOVAL EDUCATION FUND 20065 3RD STREET CHRISTOVAL TX 76935 731634145 501(C)(3) 6682 EDUCATION CHRISTOVAL VOLUNTEER FIRE DEPARTMENT PO BOX 193 CHRISTOVAL TX 76935 751836206 501(C)(3) 10929 PUBLIC SAFETY CITY OF MENARD 108 W SAN SABA AVENUE MENARD TX 76859 756000604 501(C)(3) 50000 COMMUNITY DEVELOPMENT CITY OF SAN ANGELO PARKS DEPARTMENT 702 S CHADBOURNE STREET SAN ANGELO TX 76903 756000659 501(C)(3) 27426 COMMUNITY DEVELOPMENT CONCHO VALLEY HOME FOR GIRLS INC 412 PREUSSER SAN ANGELO TX 76903 237102643 501(C)(3) 61725 YOUTH DEVELOPMENT CONCHO VALLEY PAWS 4001 SUNSET DR SAN ANGELO TX 76904 756030459 501(C)(3) 27225 COMMUNITY DEVELOPMENT CONCHO VALLEY REGIONAL FOOD BANK OF TEXAS INC BOX 1207 SAN ANGELO TX 76902 751897032 501(C)(3) 334440 HUMAN SERVICES CONCHO VALLEY TURNING POINT PO BOX 60072 SAN ANGELO TX 76906 320292036 501(C)(3) 35843 HUMAN SERVICES CORNERSTONE CHRISTIAN SCHOOL 1502 N JEFFERSON SAN ANGELO TX 76901 752123230 501(C)(3) 455726 EDUCATION CRITTER SHACK RESCUE PO BOX 192 WALL TX 76957 412090330 501(C)(3) 21048 COMMUNITY DEVELOPMENT CROSS CATHOLIC OUTREACH 2700 N MILITARY TRAIL BOCA RATON FL 33427 651156061 501(C)(3) 7500 RELIGIOUS CRU GLOBAL INC 100 LAKE HART DRIVE STE 3500 ORLANDO FL 32832 453697029 501(C)(3) 5000 RELIGIOUS DR JAMES DOBSON'S FAMILY TALK 540 ELKTON DRIVE STE 201 COLORADO SPRINGS CO 80907 271394708 501(C)(3) 5000 HUMAN DEVELOPMENT ELDORADO HIGH SCHOOL 205 W FIELDS AVENUE ELDORADO TX 76936 756001370 501(C)(3) 5000 EDUCATION EMMANUEL EPISCOPAL CHURCH 3 S RANDOLPH ST SAN ANGELO TX 76903 750863849 501(C)(3) 5000 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) 6552 YOUTH DEVELOPMENT FIRST BAPTIST CHURCH PO BOX 2138 SAN ANGELO TX 76903 750808781 501(C)(3) 11250 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) 12659 RELIGIOUS FIRST PRESBYTERIAN CHURCH 32 NORTH IRVING SAN ANGELO TX 76903 750904033 501(C)(3) 193000 RELIGIOUS FOREST HILL CHURCH OF CHRIST 3950 FOREST HILL IRENE ROAD MEMPHIS TN 38125 620722864 501(C)(3) 9000 RELIGIOUS FORT CHADBOURNE FOUNDATION 651 FORT CHADBOURNE RD BRONTE TX 76933 752804188 501(C)(3) 18299 HISTORIC PRESERVATION FORT CONCHO FOUNDATION 630 S OAKES ST SAN ANGELO TX 76903 751605975 501(C)(3) 25839 HISTORIC PRESERVATION FORT CONCHO NATIONAL HISTORIC LANDMARK 630 S OAKES ST SAN ANGELO TX 76903 756000659 501(C)(3) 5383 HISTORIC PRESERVATION FRIENDS OF THE IRION COUNTY LIBRARY PO BOX 654 MERTZON TX 76941 263290568 501(C)(3) 5000 COMMUNITY DEVELOPMENT GIRL SCOUTS CENTRAL TEXAS COUNCIL 304 W AVE A SAN ANGELO TX 76903 751162671 501(C)(3) 5700 YOUTH DEVELOPMENT GLEN MEADOWS BAPTIST CHURCH 6002 KNICKERBOCKER RD SAN ANGELO TX 76904 752404829 501(C)(3) 5200 RELIGIOUS GOODWILL WEST TEXAS 2200 N 1ST STREET ABILENE TX 79603 751867441 501(C)(3) 10022 HUMAN SERVICES GOSPEL BROADCASTING NETWORK 901 N MAIN STREET SAN ANGELO TX 76903 061733210 501(C)(3) 14000 RELIGIOUS GRAPE CREEK VOLUNTEER FIRE DEPARTMENT PO BOX 1021 SAN ANGELO TX 76902 752255391 501(C)(3) 16976 PUBLIC SAFETY GREATER HOUSTON COMMUNITY FOUNDATION - HURRICANE HARVEY 5120 WOODWAY DRIVE STE 6000 HOUSTON TX 77056 237160400 501(C)(3) 20022 COMMUNITY DEVELOPMENT HABITAT FOR HUMANITY 401 N CHADBOURNE STREET SAN ANGELO TX 76903 752532858 501(C)(3) 15213 COMMUNITY DEVELOPMENT HALO HOUSE FOUNDATION 4010 BLUE BONNET BLVD STE 110 HOUSTON TX 77025 271220705 501(C)(3) 6000 COMMUNITY DEVELOPMENT HANDLEY CHURCH OF CHRIST 3029 HANDLEY DRIVE FORT WORTH TX 76112 751537924 501(C)(3) 5000 RELIGIOUS HEALTHY FAMILIES SAN ANGELO 200 S MAGDALEN ST SAN ANGELO TX 76903 752012206 501(C)(3) 10068 HUMAN SERVICES HEART OF TEXAS BIBLE CAMP INC PO BOX 830 BRADY TX 76825 742290616 501(C)(3) 15000 RELIGIOUS HERITAGE PARK 36 E TWOHIG AVENUE STE 110 SAN ANGELO TX 76903 731634145 501(C)(3) 21841 COMMUNITY DEVELOPMENT HOLY ANGELS CHURCH 2202 RUTGERS STREET SAN ANGELO TX 76904 751086083 501(C)(3) 20000 RELIGIOUS HOUSE OF FAITH-SAN ANGELO 321 MONTECITO DR SAN ANGELO TX 76903 742694406 501(C)(3) 116146 RELIGIOUS ICD BRIDGES PO BOX 5018 SAN ANGELO TX 76902 751584080 501(C)(3) 9553 HUMAN SERVICES INDIAN CREEK YOUTH CAMP 7855 PLEASANTFIELD ROAD OAKMAN AL 35579 636066849 501(C)(3) 10000 YOUTH DEVELOPMENT JAMES PHILLIPS WILLIAMS MEMORIAL FOUNDATION 403 W WASHINGTON DRIVE SAN ANGELO TX 76903 752066135 501(C)(3) 6168 COMMUNITY DEVELOPMENT JUNIOR LEAGUE OF SAN ANGELO INC PO BOX 3033 SAN ANGELO TX 76902 750878540 501(C)(3) 8674 COMMUNITY DEVELOPMENT KATY CHURCH OF CHRIST PO BOX 854 KATY TX 77492 742028467 501(C)(3) 40000 RELIGIOUS LAMAR ELEMENTARY SCHOOL 3444 SCHOOLHOUSE ROAD SAN ANGELO TX 76904 756002404 501(C)(3) 9283 EDUCATION LAURA W BUSH INSTITUTE 5301 KNICKERBOCKER RD STE 200 SAN ANGELO TX 76904 756002403 501(C)(3) 36000 EDUCATION LAURA W BUSH INSTITUTE FOR WOMEN'S HEALTH 5301 KNICKERBOCKER RD STE 200 SAN ANGELO TX 76904 751585285 501(C)(3) 5628 EDUCATION LIFE OUTREACH INTERNATIONAL PO BOX 982000 FORT WORTH TX 761828000 752684727 501(C)(3) 11280 RELIGIOUS MEALS FOR THE ELDERLY 310 E HOUSTON HARTE SAN ANGELO TX 76903 510159134 501(C)(3) 68865 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) 7500 HUMAN SERVICES MOSAIC 5191 S BRYANT BLVD SAN ANGELO TX 76904 113666999 501(C)(3) 21885 COMMUNITY DEVELOPMENT MT CARMEL HERMITAGE PO BOX 337 CHRISTOVAL TX 76935 542134524 501(C)(3) 40295 RELIGIOUS MT JULIET CHURCH OF CHRIST 1940 N MT JULIET RD MT JULIET TN 37122 620905151 501(C)(3) 10000 RELIGIOUS NEW LIFE MINISTRIES PO BOX 1029 LAKE FOREST CA 926091029 752785010 501(C)(3) 6000 RELIGIOUS OUMC LOAVES & FISHES PO BOX 983 OZONA TX 76943 751227807 501(C)(3) 6863 RELIGIOUS OUR LADY OF GRACE MONASTERY PO BOX 337 CHRISTOVAL TX 76935 751086360 501(C)(3) 5000 RELIGIOUS OZONA COMMUNITY CENTER INC PO BOX 471 OZONA TX 76943 751897769 501(C)(3) 34635 COMMUNITY DEVELOPMENT PECAN CREEK VOLUNTEER FIRE DEPARTMENT INC 12076 PECAN CREEK LANE SAN ANGELO TX 76904 752798587 501(C)(3) 16719 PUBLIC SAFETY PERMIAN BASIS HONOR FLIGHT 810 N DIXIE BLVD STE 109 ODESSA TX 79761 472215544 501(C)(3) 10000 COMMUNITY DEVELOPMENT PREGNANCY HELP CENTER OF THE CONCHO VALLEY 2525 SHERWOOD WAY SAN ANGELO TX 76901 752381411 501(C)(3) 33957 HUMAN SERVICES PRESERVATION OF SOUTH WEST TEXAS WILDLIFE PO BOX 264 ROCKSPRINGS TX 78880 474499350 501(C)(3) 10000 COMMUNITY DEVELOPMENT PROMISES FOR FAMILIES FOUNDATION 133 WEST CONCHO AVE STE 210 SAN ANGELO TX 76903 272915427 501(C)(3) 14359 HUMAN SERVICES RAILWAY MUSEUM OF SAN ANGELO 703 S CHADBOURNE STREET SAN ANGELO TX 76903 752275195 501(C)(3) 13641 CULTURAL ARTS RED RAIDER CLUB PO BOX 456 LUBBOCK TX 79408 756064579 501(C)(3) 5000 EDUCATION RUST STREET MINISTRIES 803 RUST ST SAN ANGELO TX 76903 752950303 501(C)(3) 51131 RELIGIOUS SAINT JOHNS EPISCOPAL CHURCH PO BOX 1100 SONORA TX 76950 756027934 501(C)(3) 32570 RELIGIOUS SAMARITIAN'S PURSE 235 NE LOOP 820 STE 202 HURST TX 76053 581437002 501(C)(3) 9500 HUMAN SERVICES SAN ANGELO ART CLUB 119 W 1ST ST SAN ANGELO TX 76903 756037393 501(C)(3) 10213 CULTURAL ARTS SAN ANGELO BROADWAY ACADEMY YOUTH THEATER 10 N TAYLOR ST SAN ANGELO TX 76901 271832775 501(C)(3) 7369 CULTURAL ARTS SAN ANGELO CHRISTIAN ACADEMY 518 COUNTRY CLUB RD SAN ANGELO TX 76904 200216446 501(C)(3) 54232 EDUCATION SAN ANGELO EARLY CHILDHOOD CENTER 619 JULIAN STREET SAN ANGELO TX 76903 750968319 501(C)(3) 14419 YOUTH DEVELOPMENT SAN ANGELO LIONS CHARITIES 27 W CONCHO SAN ANGELO TX 76903 752532455 501(C)(3) 11956 COMMUNITY DEVELOPMENT SAN ANGELO MUSEUM OF FINE ARTS 1 LOVE STREET SAN ANGELO TX 76903 751776765 501(C)(3) 212940 CULTURAL ARTS SAN ANGELO PERFORMING ARTS COALITION INC 221 S IRVING ST SAN ANGELO TX 76903 453031837 501(C)(3) 118611 CULTURAL ARTS SAN ANGELO SCHOOLS FOUNDATION 2129 VALLEYVIEW DRIVE SAN ANGELO TX 76904 752184551 501(C)(3) 8277 EDUCATION SAN ANGELO STOCK SHOW AND RODEO ASSOCIATION 200 W 43RD STREET SAN ANGELO TX 76903 750871755 501(C)(3) 12708 CULTURAL ARTS SAN ANGELO SYMPHONY PO BOX 5922 SAN ANGELO TX 76902 756003857 501(C)(3) 22459 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) 11034 EDUCATION SET FREE MINISTRIES - JUSTICE HOME PO BOX 2705 SAN ANGELO TX 76902 752939181 501(C)(3) 6389 RELIGIOUS SHANNON MEDICAL CENTER - CHILDREN'S MIRACLE NETWORK 120 E HARRIS AVE SAN ANGELO TX 76903 752559845 501(C)(3) 14009 HUMAN SERVICES SIERRA VISTA UNITED METHODIST CHURCH 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 12000 RELIGIOUS SONORA INDEPENDENT SCHOOL DISTRICT 807 S CONCHO AVENUE SONORA TX 76950 756002465 501(C)(3) 54849 EDUCATION SONRISAS THERAPEUTIC RIDING INC 5185 S BRYANT LANE SAN ANGELO TX 76904 752173731 501(C)(3) 7899 HUMAN SERVICES SOUTHAVEN CHURCH OF CHRIST 1483 BROOKHAVEN DRIVE SOUTHAVEN MS 38671 780224428 501(C)(3) 15000 RELIGIOUS SOUTHERN CAREERS INSTITUTE 6963 NW LOOP 410 SAN ANTONIO TX 78238 742569561 501(C)(3) 8442 HUMAN SERVICES SOUTHWEST SCHOOL OF BIBLE STUDIES 8900 MANCHACA ROAD AUSTIN TX 78748 742257048 501(C)(3) 6000 RELIGIOUS SPECIAL OLYMPICS TEXAS INC - AREA 14 BIG COUNTRY 1804 RUTHERFORD LANE AUSTIN TX 78754 741998367 501(C)(3) 5000 HUMAN SERVICES ST JOHN'S EPISCOPAL CHURCH PO BOX 1100 SONORA TX 76950 756027934 501(C)(3) 7913 RELIGIOUS ST JOHN'S LUTHERAN CHURCH 1100 W PARSONAGE ST WINTERS TX 79567 751495319 501(C)(3) 28190 RELIGIOUS ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 5000 HUMAN SERVICES STERLING CITY INDEPENDENT SCHOOL DISTRICT BOX 786 STERLING CITY TX 76951 756002522 501(C)(3) 15205 EDUCATION SUTTON COUNTY HEALTH FOUNDATION PO BOX 18 SONORA TX 76950 043642997 501(C)(3) 77056 HUMAN SERVICES TEXAS A&M UNIVERSITY 12TH MAN FOUNDATION PO DRAWER L-1 COLLEGE STATION TX 77844 741185725 501(C)(3) 26500 EDUCATION TEXAS A&M UNIVERSITY FOUNDATION 401 GEORGE BUSH DRIVE COLLEGE STATION TX 77840 742245072 501(C)(3) 10000 EDUCATION TEXAS DISTRICT OF THE LUTHERAN CHURCH - MISSOURI SYNOD 7900 US-290 AUSTIN TX 78724 741189681 501(C)(3) 25000 RELIGIOUS TEXAS LEADERSHIP CHARTER ACADEMY 5687 MELROSE AVENUE SAN ANGELO TX 76901 752890597 501(C)(3) 13104 EDUCATION TEXAS SOUTHWEST COUNCIL - BOY SCOUTS OF AMERICA 104 VETERANS MEMORIAL DRIVE SAN ANGELO TX 76902 750800617 501(C)(3) 54199 YOUTH DEVELOPMENT THE ARC OF SAN ANGELO INC PO BOX 1922 SAN ANGELO TX 76902 751242148 501(C)(3) 13837 HUMAN SERVICES THE CHAPIN SCHOOL 100 E END AVE NEW YORK NY 10028 131635257 501(C)(3) 8333 EDUCATION THE GOOD SAMARITAN CENTER OF SAN ANTONIO TEXAS 1600 SALTILLO ST SAN ANTONIO TX 78207 741117340 501(C)(3) 28189 HUMAN SERVICES THE HOSPICE OF SAN ANGELO FOUNDATION PO BOX 62211 SAN ANGELO TX 76906 752129019 501(C)(3) 10965 HUMAN SERVICES THE SALVATION ARMY PO BOX 589 SAN ANGELO TX 76902 900337669 501(C)(3) 269869 HUMAN SERVICES THE WORKING RANCH COWBOYS FOUNDATION PO BOX 7765 AMARILLO TX 79114 752929140 501(C)(3) 10000 COMMUNITY DEVELOPMENT THROUGH GOD COMES JUSTICE MINISTRY PO BOX 3126 SAN ANGELO TX 76902 752778164 501(C)(3) 5510 RELIGIOUS TOM GREEN COUNTY LIBRARY 113 W BEAUREGARD SAN ANGELO TX 76903 756001184 501(C)(3) 118648 COMMUNITY DEVELOPMENT TRINITY LUTHERAN CHURCH 3536 YMCA DRIVE SAN ANGELO TX 76904 756003634 501(C)(3) 40111 RELIGIOUS TRINITY LUTHERAN SCHOOL AND EARLY CHILDHOOD CENTER 3516 LUTHERAN WAY SAN ANGELO TX 76904 756003634 501(C)(3) 16276 YOUTH DEVELOPMENT UNITED WAY OF THE CONCHO VALLEY PO BOX 3710 SAN ANGELO TX 76902 750859662 501(C)(3) 118101 HUMAN SERVICES UNITY CHURCH OF SAN ANGELO 5237 S BRYANT BLVD SAN ANGELO TX 76904 756439603 501(C)(3) 8801 RELIGIOUS WESLEY UMC DAILY BREAD PROGRAM 301 W 18TH STREET SAN ANGELO TX 76903 562563807 501(C)(3) 30472 RELIGIOUS WEST MAIN CHURCH OF CHRIST 2460 WEST MAIN TUPELO MS 38801 640689216 501(C)(3) 5000 RELIGIOUS WEST TEXAS BOYS RANCH 10223 BOYS RANCH ROAD SAN ANGELO TX 76904 750954831 501(C)(3) 258900 YOUTH DEVELOPMENT WEST TEXAS COUNSELING & GUIDANCE 242 N MAGDALEN ST SAN ANGELO TX 76903 751561599 501(C)(3) 82324 YOUTH DEVELOPMENT WEST TEXAS REHABILITATION CENTER 3001 S JACKSON SAN ANGELO TX 76904 750868320 501(C)(3) 65493 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) 20844 YOUTH DEVELOPMENT YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO 353 S RANDOLPH ST SAN ANGELO TX 76903 750800698 501(C)(3) 34275 YOUTH DEVELOPMENT 148 0 SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES. 1373 1051648 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 WHERE USED ACCORDING TO THE GRANT REQUEST. X 1 1 X X 0 1 0 0 0 0 0 0 0 MATT LEWIS PRESIDENT & CEO 175000 0 0 0 0 0 33045 0 4800 0 212845 0 0 0 SCHEDULE J, LINE I, COLUMN C SCHEDULE J PART I QUESTION 4(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: MATT LEWIS, $18,785 X 26 1080361 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 -8,341,273. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 955,755. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 1,076,898. 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.