2017-11-06T13:08:16-06:00 2016-12-31 751056027 CONDLEY AND COMPANY LLP P O BOX 2993 ABILENE TX 796042993 990 2016-01-01 731634145 SAN ANGELO AREA FOUNDATION SANA 3259477071 221 S IRVING ST SAN ANGELO TX 76903 MATT LEWIS CEO 3259477071 2017-11-02 1 GAYE DAVIS CPA P00277460 3256776251 173.219.189.56 2017-11-02 12:13:41 CD P 41DBCAB9A6C1426D82B75E85251C409CD3ACF448 E57FEE45335FB3E822000252FFB16A2877675589 2016 2018-03-14 21:41:22Z MATT LEWIS 221 S IRVING ST SAN ANGELO TX 76903 18405613 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 7 50 0 0 7525245 10737345 0 0 4199933 3438390 44008 34457 11769186 14210192 6136536 5390986 0 0 522851 554890 0 0 177922 483948 566131 7143335 6512007 4625851 7698185 104354901 119370781 27579685 31276461 76775216 88094320 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 5519216 5390986 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. 5519216 1 1 0 0 0 1 0 0 0 1 1 0 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 12 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 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 BRENDA GUNTER BOARD MEMBER 2.00 X 0 0 0 LIZ BATES BOARD MEMBER 2.00 X 0 0 0 SUSAN BROOKS VICE CHAIRMAN 2.00 X X 0 0 0 ALLEN PRICE PAST CHAIRMAN 2.00 X X 0 0 0 JIM RAYMOND BOARD MEMBER 2.00 X 0 0 0 JEFFREY MCCORMICK CHAIRMAN 2.00 X X 0 0 0 CARMEN DUSEK SECRETARY/TREASURER 2.00 X X 0 0 0 FRED HERNANDEZ BOARD MEMBER 2.00 X 0 0 0 JAY BOYD BOARD MEMBER 2.00 X 0 0 0 JASON COX BOARD MEMBER 2.00 X 0 0 0 PATRICK SHANNON BOARD MEMBER 2.00 X 0 0 0 CAMILLE YALE BOARD MEMBER 2.00 X 0 0 0 JAMES HUFFMAN BOARD MEMBER 2.00 X 0 0 0 BRADY JOHNSON BOARD MEMBER 2.00 X 0 0 0 JANE RICHARDSON BOARD MEMBER 2.00 X 0 0 0 MATT LEWIS PRESIDENT & CEO 40.00 X 170000 0 30735 170000 0 30735 1 0 1 0 0 10737345 1189431 10737345 3490456 3490456 146300 111843 34457 34457 34457 4031512 4083578 -52066 -52066 -52066 14210192 0 0 3472847 4428710 4428710 962276 962276 170000 34000 102000 34000 254542 64108 123434 67000 25936 5994 13772 6170 75128 17361 39893 17874 29284 6767 15550 6967 2250 2250 21420 21420 200307 200307 1279 1279 45911 45911 28898 28898 80369 80369 48468 48468 16739 16739 19392 19392 57981 57981 7640 7640 BANK CHARGES 18492 18492 DUES AND MEMBERSHIPS 16985 16985 6512007 5519216 814869 177922 222422 1379861 305353 811493 3313678 346509 3036417 2967169 98835986 111807577 1841080 2038695 113643 365986 104354901 119370781 3638 6335 27576047 31270126 27579685 31276461 X 1374272 1897671 75400944 86196649 76775216 88094320 104354901 119370781 X 7698185 7123108 -3502189 X X 0 1 X 1 0 X 9759461 10313485 7007751 7525245 8618945 43224887 9759461 10313485 7007751 7525245 8618945 43224887 15894397 27330490 390551 420404 3068790 4138616 3636756 11655117 54880004 0.49800 0.56810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37 161752 968565 13666429 1 1 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 57990587 11579461 7968643 5411560 37978 785505 71303648 0.90000 0.10000 0 0 222954 222954 2851160 195393 2655767 239564 151116 88448 2967169 PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST 1711030 AGENCY ENDOWMENTS 29493616 DEFERRED COMPENSATION 65480 31270126 X 17915865 7123107 519117 7642224 10273641 3936551 3936551 14210192 6551004 519117 519117 6031887 480120 480120 6512007 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 990 111,844. INTER-FUND TRANSFERS INCLUDED IN REVENUE 407,273. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 3,936,551. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED IN REVENUE ON FORM 990 111,844. INTER-FUND TRANSFERS INCLUDED IN EXPENSES 407,273. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 480,120. 1 ADULT LITERACY COUNCIL PO BOX 2602 SAN ANGELO TX 76902 752195119 501(C)(3) 6942 EDUCATION ALCOHOL AND DRUG ABUSE COUNCIL FOR THE CONCHO VALLEY 3553 W HOUSTON HARTE EXPY SAN ANGELO TX 76901 751609328 501(C)(3) 24592 HUMAN SERVICES AMBLESIDE SCHOOL OF SAN ANGELO 511 W HARRIS AVE SAN ANGELO TX 76903 470869323 501(C)(3) 52010 EDUCATION AMERICAN CENTER FOR LAW AND JUSTICE INC PO BOX 90555 WASHINGTON DC 200777493 541586817 501(C)(3) 8000 COMMUNITY DEVELOPMENT AMERICAN CANCER SOCIETY 3228 COLLEGE HILLS BLVD SAN ANGELO TX 76904 131788491 501(C)(3) 5216 HUMAN SERVICES ANGELO CATHOLIC SCHOOL 2315 AM SAN ANGELO TX 76904 751999991 501(C)(3) 35602 EDUCATION ANGELO CIVIC THEATRE 1936 SHERWOOD WAY SAN ANGELO TX 76901 750888979 501(C)(3) 10822 CULTURAL ARTS ANGELO STATE UNIVERSITY ATHLETIC DEPARTMENT ASU STATION 10899 SAN ANGELO TX 76909 237052404 501(C)(3) 14641 EDUCATION ANGELO STATE UNIVERSITY FOUNDATION ASU STATION 11009 SAN ANGELO TX 76909 751585285 501(C)(3) 109862 EDUCATION ANGELO STATE UNIVERSITY MEAT & FOOD SCIENCE ASSOCIATION 2601 W AVENUE N SAN ANGELO TX 76909 830507951 501(C)(3) 13650 EDUCATION APOLOGETICS PRESS 230 LANDMARK DRIVE MONTGOMERY AL 36117 581406077 501(C)(3) 5000 RELIGIOUS ART IN UNCOMMON PLACES 2612 CIRCLE J STREET SAN ANGELO TX 76901 870777592 501(C)(3) 16520 CULTURAL ARTS ASSOCIATION OF ASIAN AMERICAN WOMEN PO BOX 60301 SAN ANGELO TX 76906 752392597 501(C)(3) 5000 EDUCATION ASU DEPT OF NATURAL & BIOLOGICAL SCIENCES ASU STATION 11023 SAN ANGELO TX 76909 751585285 501(C)(3) 5555 EDUCATION BALLET SAN ANGELO PO BOX 5092 SAN ANGELO TX 76902 751895746 501(C)(3) 5000 CULTURAL ARTS BAMBERGER RANCH PRESERVE 2341 BLUE RIDGE DR JOHNSON CITY TX 78636 300041245 501(C)(3) 15000 COMMUNITY DEVELOPMENT BANDERA UNITED METHODIST CHURCH PO BOX 128 BANDERA TX 78003 742315743 501(C)(3) 10000 RELIGIOUS BAPTIST MEMORIAL CENTER PO BOX 5661 SAN ANGELO TX 76902 752755400 501(C)(3) 21537 RELIGIOUS BE THEATRE 19 WEST BEAUGARD SAN ANGELO TX 76903 471890997 501(C)(3) 10255 CULTURAL ARTS BOYS AND GIRLS CLUB OF MENARD PO BOX 1043 MENARD TX 76859 263174725 501(C)(3) 9069 YOUTH DEVELOPMENT BOYS AND GIRLS CLUB OF SAN ANGELO INC PO BOX 107 SAN ANGELO TX 76902 751216481 501(C)(3) 12296 YOUTH DEVELOPMENT BRUSHY TOP COWBOY CHURCH 5424 S HWY 277 ELDORADO TX 76936 203015473 501(C)(3) 5000 RELIGIOUS CHEROKEE HOME FOR CHILDREN PO BOX 295 CHEROKEE TX 76832 741359391 501(C)(3) 55000 YOUTH DEVELOPMENT CHILDREN'S ADVOCACY CENTER OF TOM GREEN COUNTY INC PO BOX 5195 SAN ANGELO TX 76902 752401001 501(C)(3) 52927 COMMUNITY DEVELOPMENT CHILDREN'S BED PROJECT 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 9297 YOUTH DEVELOPMENT CHRIST THE KING CATHOLIC CHURCH ROUTE 1 BALMORHEA TX 797189701 741476137 501(C)(3) 12500 RELIGIOUS CHRISTOVAL VOLUNTEER FIRE DEPARTMENT PO BOX 193 CHRISTOVAL TX 76935 751836206 501(C)(3) 28819 PUBLIC SAFETY CONCHO VALLEY HOME FOR GIRLS INC 412 PREUSSER SAN ANGELO TX 76903 237102643 501(C)(3) 58406 YOUTH DEVELOPMENT CONCHO VALLEY PAWS 4001 SUNSET DR SAN ANGELO TX 76904 756030459 501(C)(3) 31485 COMMUNITY DEVELOPMENT CONCHO VALLEY REGIONAL FOOD BANK OF TEXAS INC BOX 1207 SAN ANGELO TX 76902 751897032 501(C)(3) 14311 HUMAN SERVICES CONCHO VALLEY TURNING POINT PO BOX 60072 SAN ANGELO TX 76906 320292036 501(C)(3) 46185 HUMAN SERVICES CORNERSTONE CHRISTIAN SCHOOL 1502 N JEFFERSON SAN ANGELO TX 76901 752123230 501(C)(3) 302608 EDUCATION CRU GLOBAL INC 100 LAKE HART DRIVE STE 3500 ORLANDO FL 32832 453697029 501(C)(3) 5000 RELIGIOUS 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) 250000 HUMAN SERVICES FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 3711 SAN ANGELO TX 76902 440610626 501(C)(3) 8001 YOUTH DEVELOPMENT FIRST BAPTIST CHURCH PO BOX 2138 SAN ANGELO TX 76903 750808781 501(C)(3) 11000 RELIGIOUS FIRST CHRISTIAN CHURCH PO BOX 791 MERTZON TX 76941 751947631 501(C)(3) 25877 RELIGIOUS FIRST PRESBYTERIAN CHURCH 32 NORTH IRVING SAN ANGELO TX 76903 750904033 501(C)(3) 213000 RELIGIOUS FIRST UNITED METHODIST CHURCH 37 E BEAUREGARD SAN ANGELO TX 76903 756001559 501(C)(3) 6000 RELIGIOUS FORT CHADBOURNE FOUNDATION 651 FORT CHADBOURNE RD BRONTE TX 76933 752804188 501(C)(3) 27909 HISTORIC PRESERVATION FORT CONCHO FOUNDATION 630 S OAKES ST SAN ANGELO TX 76903 751605975 501(C)(3) 16020 HISTORIC PRESERVATION FORT CONCHO NATIONAL HISTORIC LANDMARK 630 S OAKES ST SAN ANGELO TX 76903 756000659 501(C)(3) 6599 HISTORIC PRESERVATION FORT CONCHO PLAYGROUND PROJECT 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 17053 COMMUNITY DEVELOPMENT FRIENDS OF THE IRION COUNTY LIBRARY PO BOX 654 MERTZON TX 76941 263290568 501(C)(3) 5000 COMMUNITY DEVELOPMENT FRIENDS OF SAN ANGELO STATE PARK 3900 MERCEDES STREET STE 2 SAN ANGELO TX 76901 752786151 501(C)(3) 11112 HISTORIC PRESERVATION GALILEE COMMUNITY DEVELOPMENT CORPORATION 1404 S OAKES STREET SAN ANGELO TX 76903 752865891 501(C)(3) 35133 COMMUNITY DEVELOPMENT GIRL SCOUTS CENTRAL TEXAS COUNCIL 304 W AVE A SAN ANGELO TX 76903 751162671 501(C)(3) 6822 YOUTH DEVELOPMENT GLEN MEADOWS BAPTIST CHURCH 6002 KNICKERBOCKER RD SAN ANGELO TX 76904 752404829 501(C)(3) 15700 RELIGIOUS GRANT STREET CHURCH OF CHRIST 240 GRANT STREET DECATUR AL 35602 630865848 501(C)(3) 5000 RELIGIOUS GREATER WORKS COMMUNITY DEVELOPMENT CENTER INC PO BOX 1386 MASON TX 76856 464092310 501(C)(3) 10000 COMMUNITY DEVELOPMENT HABITAT FOR HUMANITY 401 N CHADBOURNE STREET SAN ANGELO TX 76903 752532858 501(C)(3) 12032 COMMUNITY DEVELOPMENT HEALTHY FAMILIES SAN ANGELO 200 S MAGDALEN ST SAN ANGELO TX 76903 752012206 501(C)(3) 20460 HUMAN SERVICES HOLY ANGELS CHURCH 2202 RUTGERS STREET SAN ANGELO TX 76904 751086083 501(C)(3) 25000 RELIGIOUS HOPE IN CHRIST COWBOY CHURCH PO BOX 307 BIG LAKE TX 76932 203956504 501(C)(3) 6000 RELIGIOUS HOUSE OF FAITH-SAN ANGELO 321 MONTECITO DR SAN ANGELO TX 76903 742694406 501(C)(3) 87855 RELIGIOUS ICD BRIDGES PO BOX 5018 SAN ANGELO TX 76902 751584080 501(C)(3) 13307 HUMAN SERVICES KANSAS EXPRESSWAY CHURCH OF CHRIST 2540 NORTH KANSAS EXPRESSWAY SPRINGFIELD MO 65803 431079649 501(C)(3) 8000 RELIGIOUS LAURA W BUSH INSTITUTE 5301 KNICKERBOCKER RD STE 200 SAN ANGELO TX 76904 756002403 501(C)(3) 11607 EDUCATION LA GRAN FAMILIA MINISTRIES INC 2813 SOUTHLAND BLVD SAN ANGELO TX 76904 320008877 501(C)(3) 21597 RELIGIOUS LEE MIDDLE SCHOOL 2500 SHERWOOD WAY SAN ANGELO TX 76901 756002404 501(C)(3) 7479 EDUCATION LIFE OUTREACH INTERNATIONAL PO BOX 982000 FORT WORTH TX 761828000 752684727 501(C)(3) 15000 RELIGIOUS LINCOLN MIDDLE SCHOOL 255 E 50TH STREET SAN ANGELO TX 76903 756002404 501(C)(3) 5900 EDUCATION MCCARTY STUDENT CENTER 506 N GUADALUPE STREET SAN MARCOS TX 78666 810628213 501(C)(3) 10000 RELIGIOUS MEALS FOR THE ELDERLY 310 E HOUSTON HARTE SAN ANGELO TX 76903 510159134 501(C)(3) 30449 HUMAN SERVICES MENARD HISTORICAL SOCIETY INC PO BOX 663 MENARD TX 76859 752076821 501(C)(3) 11638 HISTORIC PRESERVATION MENARD PIONEER CEMETERY FUND PO BOX 981 MENARD TX 76859 756377159 501(C)(3) 10000 COMMUNITY DEVELOPMENT MOSAIC 5191 S BRYANT BLVD SAN ANGELO TX 76904 113666999 501(C)(3) 18258 COMMUNITY DEVELOPMENT MT CARMEL HERMITAGE PO BOX 337 CHRISTOVAL TX 76935 542134524 501(C)(3) 25000 RELIGIOUS NEW LIFE MINISTRIES PO BOX 1029 LAKE FOREST CA 926091029 752785010 501(C)(3) 8000 RELIGIOUS OUMC LOAVES & FISHES PO BOX 983 OZONA TX 76943 751227807 501(C)(3) 7024 RELIGIOUS OZONA COMMUNITY CENTER INC PO BOX 471 OZONA TX 76943 751897769 501(C)(3) 12321 COMMUNITY DEVELOPMENT PAULANN BAPTIST CHURCH 2531 SMITH BLVD SAN ANGELO TX 76905 752130573 501(C)(3) 5000 RELIGIOUS PREGNANCY HELP CENTER OF THE CONCHO VALLEY 2525 SHERWOOD WAY SAN ANGELO TX 76901 752381411 501(C)(3) 22114 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) 15999 HUMAN SERVICES RED RAIDER CLUB PO BOX 456 LUBBOCK TX 79408 756064579 501(C)(3) 5000 EDUCATION RESTORING BRONTE FOUNDATION PO BOX 241 BRONTE TX 76933 474399730 501(C)(3) 10000 HISTORIC PRESERVATION ROANOKE CHURCH OF CHRIST PO BOX 737 ROANOKE TX 76262 751235819 501(C)(3) 7000 RELIGIOUS RUST STREET MINISTRIES 803 RUST ST SAN ANGELO TX 76903 752950303 501(C)(3) 55415 RELIGIOUS SAINT JOHNS EPISCOPAL CHURCH PO BOX 1100 SONORA TX 76950 756027934 501(C)(3) 32580 RELIGIOUS SAN ANGELO ART CLUB 119 W 1ST ST SAN ANGELO TX 76903 756037393 501(C)(3) 15705 CULTURAL ARTS SAN ANGELO BROADWAY ACADEMY YOUTH THEATER 10 N TAYLOR ST SAN ANGELO TX 76901 271832775 501(C)(3) 7173 CULTURAL ARTS SAN ANGELO CHRISTIAN ACADEMY 518 COUNTRY CLUB RD SAN ANGELO TX 76904 200216446 501(C)(3) 52779 EDUCATION SAN ANGELO CIVIC BALLET PO BOX 5092 SAN ANGELO TX 76902 751895746 501(C)(3) 25551 CULTURAL ARTS SAN ANGELO LIONS CHARITITES 27 W CONCHO SAN ANGELO TX 76903 752532455 501(C)(3) 33850 COMMUNITY DEVELOPMENT SAN ANGELO MUSEUM OF FINE ARTS 1 LOVE STREET SAN ANGELO TX 76903 751776765 501(C)(3) 225421 CULTURAL ARTS SAN ANGELO PERFORMING ARTS COALITION INC 221 S IRVING ST SAN ANGELO TX 76903 453031837 501(C)(3) 509747 CULTURAL ARTS SAN ANGELO POLICE DEPARTMENT 401 E BEAUREGARD SAN ANGELO TX 76903 756000659 501(C)(3) 5050 PUBLIC SAFETY SAN ANGELO SCHOOLS FOUNDATION 2129 VALLEYVIEW DRIVE SAN ANGELO TX 76904 752184551 501(C)(3) 8553 EDUCATION SAN ANGELO SYMPHONY PO BOX 5922 SAN ANGELO TX 76902 756003857 501(C)(3) 24080 CULTURAL ARTS SANTA RITA ELEMENTARY 615 S MADISON STREET SAN ANGELO TX 76901 830371223 501(C)(3) 13337 EDUCATION SAN ANTONIO 1000 CANCER GENOME PROJECT 601 CONTOUR DR SAN ANTONIO TX 78212 465020113 501(C)(3) 10000 HUMAN SERVICES SCHREINER UNIVERSITY OFFICE OF ADV PUBLIC AFFAIR KERRVILLE TX 78028 741193459 501(C)(3) 50000 EDUCATION SHANNON MEDICAL CENTER - CHILDREN'S MIRACLE NETWORK 120 E HARRIS AVE SAN ANGELO TX 76903 752559845 501(C)(3) 7996 HUMAN SERVICES SOUTHAVEN CHURCH OF CHRIST 1483 BROOKHAVEN DRIVE SOUTHAVEN MS 38671 780224428 501(C)(3) 5000 RELIGIOUS SOUTHLAND BAPTIST CHURCH 4300 MEADOWCREEK TRAIL SAN ANGELO TX 76904 751691508 501(C)(3) 10000 RELIGIOUS SOUTHSIDE CHURCH OF CHRIST PO BOX 64430 LUBBOCK TX 79464 756002477 501(C)(3) 10000 RELIGIOUS SPECIAL OLYMPICS TEXAS INC - AREA 14 BIG COUNTRY 1804 RUTHERFORD LANE AUSTIN TX 78754 741998367 501(C)(3) 7500 HUMAN SERVICES ST JOHN'S LUTHERAN CHURCH 1100 W PARSONAGE ST WINTERS TX 79567 751495319 501(C)(3) 25000 RELIGIOUS ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 10000 HUMAN SERVICES STERLING CITY INDEPENDENT SCHOOL DISTRICT BOX 786 STERLING CITY TX 76951 756002522 501(C)(3) 71600 EDUCATION SUTTON COUNTY HEALTH FOUNDATION PO BOX 18 SONORA TX 76950 043642997 501(C)(3) 57709 HUMAN SERVICES TEXAS A&M UNIVERSITY 12TH MAN FOUNDATION PO DRAWER L-1 COLLEGE STATION TX 77844 741185725 501(C)(3) 75050 EDUCATION TEXAS A&M UNIVERSITY FOUNDATION 401 GEORGE BUSH DRIVE COLLEGE STATION TX 77840 742245072 501(C)(3) 10000 EDUCATION TEXAS SOUTHWEST COUNCIL - BOY SCOUTS OF AMERICA 104 VETERANS MEMORIAL DRIVE SAN ANGELO TX 76902 750800617 501(C)(3) 31749 YOUTH DEVELOPMENT TEXAS TECH FOUNDATION 15TH STREET AKRON AVENUE LUBBOCK TX 79409 756043842 501(C)(3) 5000 EDUCATION TEXAS WOUNDED WARRIORS 4301 FILLBROOK LANE TYLER TX 75707 273329686 501(C)(3) 5000 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) 25333 HUMAN SERVICES THE HOSPICE OF SAN ANGELO FOUNDATION PO BOX 62211 SAN ANGELO TX 76906 752129019 501(C)(3) 10740 HUMAN SERVICES THE PEOPLEPLANT CONNECTION PO BOX 62841 SAN ANGELO TX 76906 300588582 501(C)(3) 25825 COMMUNITY DEVELOPMENT THE SALVATION ARMY PO BOX 589 SAN ANGELO TX 76902 900337669 501(C)(3) 43135 HUMAN SERVICES TEXAS EXES PO BOX 7278 AUSTIN TX 78713 741109643 501(C)(3) 10000 EDUCATION TOM GREEN COUNTY LIBRARY 113 W BEAUREGARD SAN ANGELO TX 76903 756001184 501(C)(3) 120300 COMMUNITY DEVELOPMENT TRINITY LUTHERAN CHURCH 3536 YMCA DRIVE SAN ANGELO TX 76904 756003634 501(C)(3) 26800 RELIGIOUS TRINITY LUTHERAN SCHOOL AND EARLY CHILDHOOD CENTER 3516 LUTHERAN WAY SAN ANGELO TX 76904 756003634 501(C)(3) 17012 YOUTH DEVELOPMENT UNITED WAY OF THE CONCHO VALLEY PO BOX 3710 SAN ANGELO TX 76902 750859662 501(C)(3) 92813 HUMAN SERVICES UNITY CHURCH OF SAN ANGELO 5237 S BRYANT BLVD SAN ANGELO TX 76904 756439603 501(C)(3) 8272 RELIGIOUS WESLY UMC DAILY BREAD PROGRAM 301 W 18TH STREET SAN ANGELO TX 76903 562563807 501(C)(3) 5515 RELIGIOUS WEST TEXAS BOYS RANCH 10223 BOYS RANCH ROAD SAN ANGELO TX 76904 750954831 501(C)(3) 91055 YOUTH DEVELOPMENT WEST TEXAS COUNSELING & GUIDANCE 242 N MAGDALEN ST SAN ANGELO TX 76903 751561599 501(C)(3) 33223 YOUTH DEVELOPMENT WEST TEXAS REHABILITATION CENTER 3001 S JACKSON SAN ANGELO TX 76904 750868320 501(C)(3) 97062 HUMAN SERVICES YOUNG LIFE - SAN ANGELO AREA # TX-102 PO BOX 61816 SAN ANGELO TX 76906 840385934 501(C)(3) 25005 YOUTH DEVELOPMENT YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO 353 S RANDOLPH ST SAN ANGELO TX 76903 750800698 501(C)(3) 23186 YOUTH DEVELOPMENT 125 0 SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES. 718 962276 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 170000 0 0 0 0 0 25935 0 4800 0 200735 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 20 930430 FMV X 1 259000 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS LIZ BATES AND SUSAN BROOKS ARE SISTERS. 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 -3,936,551. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 480,120. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -45,758. 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.