SAN ANGELO AREA FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: SAN ANGELO AREA FOUNDATION (EIN 73-1634145)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-08-08
IRS object ID: 201612219349301221
Schema version: 2015v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-08-08T13:11:21-05:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	751056027	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CONDLEY AND COMPANY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 2993	AddressLine1Txt
City	ABILENE	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	796042993	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	731634145	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SAN ANGELO AREA FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SANA	BusinessNameControlTxt
Phone	3259477071	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	221 S IRVING ST	AddressLine1Txt
City	SAN ANGELO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76903	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MATT LEWIS	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	3259477071	PhoneNum
Signature	2016-08-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEFF GRAHAM CPA	PreparerPersonNm
PTIN	P00023095	PTIN
Phone	3256776251	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-12-15 16:53:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MATT LEWIS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	221 S IRVING ST	AddressLine1Txt
City	SAN ANGELO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76903	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$13,438,750	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SAAFOUND.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2001	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	MANAGING ENDOWED GIFTS IN ORDER TO MATCH DONOR INTERESTS WITH COMMUNITY NEEDS OF THE AREA.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	7	TotalEmployeeCnt
Total Volunteers	65	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$22,027,457	PYContributionsGrantsAmt
CY Contributions Grants	$7,525,245	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$8,310,405	PYInvestmentIncomeAmt
CY Investment Income	$4,199,933	CYInvestmentIncomeAmt
PY Other Revenue	$1,049	PYOtherRevenueAmt
CY Other Revenue	$44,008	CYOtherRevenueAmt
PY Total Revenue	$30,338,911	PYTotalRevenueAmt
CY Total Revenue	$11,769,186	CYTotalRevenueAmt
PY Grants And Similar Paid	$12,278,727	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,136,536	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$467,539	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$522,851	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$162,267	CYTotalFundraisingExpenseAmt
PY Other Expenses	$830,881	PYOtherExpensesAmt
CY Other Expenses	$483,948	CYOtherExpensesAmt
PY Total Expenses	$13,577,147	PYTotalExpensesAmt
CY Total Expenses	$7,143,335	CYTotalExpensesAmt
PY Revenues Less Expenses	$16,761,764	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,625,851	CYRevenuesLessExpensesAmt
Total Assets BOY	$106,799,995	TotalAssetsBOYAmt
Total Assets EOY	$104,354,901	TotalAssetsEOYAmt
Total Liabilities BOY	$28,338,928	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$27,579,685	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$78,461,067	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$76,775,216	NetAssetsOrFundBalancesEOYAmt
Mission	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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$6,254,095	ExpenseAmt
Grant	$6,136,536	GrantAmt
Desc	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.	Desc
Total Program Service Expenses	$6,254,095	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	13	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	7	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MATT LEWIS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3259477071	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	221 S IRVING ST	AddressLine1Txt
City	SAN ANGELO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76903	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
BRENDA GUNTER
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
LIZ BATES
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
SUSAN BROOKS
VICE CHAIRMAN	2.00	Yes (X)	$0	$0	$0	Yes (X)
ALLEN PRICE
PAST CHAIRMAN	2.00	Yes (X)	$0	$0	$0	Yes (X)
JIM RAYMOND
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
JEFFREY MCCORMICK
CHAIRMAN	2.00	Yes (X)	$0	$0	$0	Yes (X)
CARMEN DUSEK
SECRETARY/TREASURER	2.00	Yes (X)	$0	$0	$0	Yes (X)
FRED HERNANDEZ
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
JAY BOYD
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
JASON COX
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
PATRICK SHANNON
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
CAMILLE YALE
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
JAMES HUFFMAN
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
BRADY JOHNSON
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
JANE RICHARDSON
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
MATT LEWIS
PRESIDENT & CEO	40.00		$165,000	$0	$33,037	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$165,000	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$33,037	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$7,525,245	AllOtherContributionsAmt
Total Contributions	$7,525,245	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,995,684	TotalRevenueColumnAmt
Exclusion	$3,995,684	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$142,932	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$98,924	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$44,008	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$44,008	TotalRevenueColumnAmt
Exclusion	$44,008	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,774,889	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,570,640	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$204,249	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$204,249	TotalRevenueColumnAmt
Exclusion	$204,249	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,769,186	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,243,941	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,310,827	TotalAmt
Program Services	$5,310,827	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$825,709	TotalAmt
Program Services	$825,709	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$165,000	TotalAmt
Program Services	$33,000	ProgramServicesAmt
Management And General	$99,000	ManagementAndGeneralAmt
Fundraising	$33,000	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$239,533	TotalAmt
Program Services	$57,957	ProgramServicesAmt
Management And General	$120,326	ManagementAndGeneralAmt
Fundraising	$61,250	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$21,052	TotalAmt
Program Services	$4,733	ProgramServicesAmt
Management And General	$11,414	ManagementAndGeneralAmt
Fundraising	$4,905	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$69,202	TotalAmt
Program Services	$15,559	ProgramServicesAmt
Management And General	$37,519	ManagementAndGeneralAmt
Fundraising	$16,124	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$28,064	TotalAmt
Program Services	$6,310	ProgramServicesAmt
Management And General	$15,216	ManagementAndGeneralAmt
Fundraising	$6,538	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$19,467	TotalAmt
Management And General	$19,467	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$197,371	TotalAmt
Management And General	$197,371	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$40,450	TotalAmt
Fundraising	$40,450	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,622	TotalAmt
Management And General	$13,622	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$55,621	TotalAmt
Management And General	$55,621	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$43,505	TotalAmt
Management And General	$43,505	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$12,132	TotalAmt
Management And General	$12,132	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$19,389	TotalAmt
Management And General	$19,389	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$47,668	TotalAmt
Management And General	$47,668	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$7,899	TotalAmt
Management And General	$7,899	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
DUES AND MEMBERSHIPS	$15,557	$15,557
BANK CHARGES	$11,267	$11,267

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,143,335	TotalAmt
Program Services	$6,254,095	ProgramServicesAmt
Management And General	$726,973	ManagementAndGeneralAmt
Fundraising	$162,267	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$223,233	BOYAmt
EOY	$222,422	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,953,359	BOYAmt
EOY	$305,353	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,283,777	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$247,360	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,100,855	BOYAmt
EOY	$3,036,417	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$99,693,472	BOYAmt
EOY	$98,835,986	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,708,315	BOYAmt
EOY	$1,841,080	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$120,761	BOYAmt
EOY	$113,643	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$106,799,995	BOYAmt
EOY	$104,354,901	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,068	BOYAmt
EOY	$3,638	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$28,336,860	BOYAmt
EOY	$27,576,047	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$28,338,928	BOYAmt
EOY	$27,579,685	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,470,554	BOYAmt
EOY	$1,374,272	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$76,990,513	BOYAmt
EOY	$75,400,944	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$78,461,067	BOYAmt
EOY	$76,775,216	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$106,799,995	BOYAmt
EOY	$104,354,901	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$4,625,851	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$7,162,718	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$851,015	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,505,810	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$9,759,461	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,313,485	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,007,751	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,525,245	CurrentTaxYearAmt
Total	$41,111,752	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,505,810	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$9,759,461	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,313,485	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,007,751	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,525,245	CurrentTaxYearAmt
Total	$41,111,752	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$12,951,928	SubstantialContributorsTotAmt
Public Support Total170	$28,159,824	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$442,197	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$390,551	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$420,404	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,068,790	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,138,616	CurrentTaxYearAmt
Total	$8,460,558	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$49,572,310	TotalSupportAmt
Public Support CY170	0.56810	PublicSupportCY170Pct
Public Support PY170	0.55270	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	37	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$1,088,990	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$2,284,631	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$14,005,455	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$105,393,996	BeginningYearBalanceAmt
Contributions	$7,525,245	ContributionsAmt
Investment Earnings Or Losses	-$2,819,853	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,136,536	GrantsOrScholarshipsAmt
Other Expenditures	$44,730	OtherExpendituresAmt
Administrative Expenses	$1,105,721	AdministrativeExpensesAmt
End Year Balance	$102,812,401	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$93,736,213	BeginningYearBalanceAmt
Contributions	$22,027,457	ContributionsAmt
Investment Earnings Or Losses	$3,341,121	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,278,727	GrantsOrScholarshipsAmt
Other Expenditures	$39,315	OtherExpendituresAmt
Administrative Expenses	$1,392,753	AdministrativeExpensesAmt
End Year Balance	$105,393,996	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$71,303,648	BeginningYearBalanceAmt
Contributions	$17,814,485	ContributionsAmt
Investment Earnings Or Losses	$11,108,474	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,530,339	GrantsOrScholarshipsAmt
Other Expenditures	$40,963	OtherExpendituresAmt
Administrative Expenses	$919,092	AdministrativeExpensesAmt
End Year Balance	$93,736,213	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$57,990,587	BeginningYearBalanceAmt
Contributions	$11,579,461	ContributionsAmt
Investment Earnings Or Losses	$7,968,643	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,411,560	GrantsOrScholarshipsAmt
Other Expenditures	$37,978	OtherExpendituresAmt
Administrative Expenses	$785,505	AdministrativeExpensesAmt
End Year Balance	$71,303,648	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$54,669,651	BeginningYearBalanceAmt
Contributions	$14,198,524	ContributionsAmt
Investment Earnings Or Losses	-$1,457,645	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,617,547	GrantsOrScholarshipsAmt
Other Expenditures	$39,422	OtherExpendituresAmt
Administrative Expenses	$762,974	AdministrativeExpensesAmt
End Year Balance	$57,990,587	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.95000	BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY	0.05000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$222,954	OtherCostOrOtherBasisAmt
Book Value	$222,954	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,851,160	OtherCostOrOtherBasisAmt
Depreciation	$122,591	DepreciationAmt
Book Value	$2,728,569	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$209,663	OtherCostOrOtherBasisAmt
Depreciation	$124,769	DepreciationAmt
Book Value	$84,894	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,036,417	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST	$1,499,000
AGENCY ENDOWMENTS	$26,037,185
EMPLOYEE W/H 401(K) LOAN	$317
DEFERRED COMPENSATION	$39,545

Field	Value	IRS element (for citing)
Total Liability	$27,576,047	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$4,948,636	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$7,162,718	NetUnrealizedGainsInvstAmt
Other Revenue	$125,666	OtherRevenueAmt
Revenue Not Reported	-$7,037,052	RevenueNotReportedAmt
Revenue Subtotal	$11,985,688	RevenueSubtotalAmt
Other Revenues Not Included	-$216,502	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$216,502	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$11,769,186	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,589,757	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$125,666	OtherExpensesIncludedAmt
Expenses Not Reported	$125,666	ExpensesNotReportedAmt
Expenses Subtotal	$6,464,091	ExpensesSubtotalAmt
Other Expenses Not Included	$679,245	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$679,245	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$7,143,336	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 98,924. INTER-FUND TRANSFERS INCLUDED IN REVENUE 26,742.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	LOSS FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 -216,502.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	RENTAL EXPENSES INCLUDED IN REVENUE ON FORM 990 98,924. INTER-FUND TRANSFERS INCLUDED IN EXPENSES 26,742.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 679,245.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (102 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ALCOHOL AND DRUG ABUSE COUNCIL FOR THE CONCHO VALLEY
3553 W HOUSTON HARTE EXPY	SAN ANGELO	TX	76901	751609328	$199,823	HUMAN SERVICES
AMBLESIDE SCHOOL OF SAN ANGELO
511 W HARRIS AVE	SAN ANGELO	TX	76903	470869323	$45,674	EDUCATION
AMERICAN CENTER FOR LAW AND JUSTICE INC
1333 REGENT UNIVESRITY DR STE 101	VIRGINIA BEACH	VA	23464	541586817	$7,500	COMMUNITY DEVELOPMENT
AMERICAN RED CROSS
2025 E ST	WASHINGTON	DC	20006	530196605	$5,084	HUMAN SERVICES
ANGELO CATHOLIC SCHOOL
2315 AM	SAN ANGELO	TX	76904	751999991	$7,250	EDUCATION
ANGELO CIVIC THEATRE
1936 SHERWOOD WAY	SAN ANGELO	TX	76901	750888979	$19,278	CULTURAL ARTS
ANGELO STATE UNIVERSITY ATHLETIC DEPARTMENT
ASU STATION 10899	SAN ANGELO	TX	76909	756002403	$17,902	EDUCATION
ANGELO STATE UNIVERSITY FOUNDATION
ASU STATION 11009	SAN ANGELO	TX	76909	751585285	$150,378	EDUCATION
ANGELO STATE UNIVERSITY MEAT & FOOD SCIENCE ASSOCIATION
2601 W AVENUE N	SAN ANGELO	TX	76909	830507951	$13,750	EDUCATION
BAMBERGER RANCH PRESERVE
2341 BLUE RIDGE DR	JOHNSON CITY	TX	78636	300041245	$15,000	COMMUNITY DEVELOPMENT
BAPTIST MEMORIAL CENTER
PO BOX 5661	SAN ANGELO	TX	76902	752755400	$22,086	RELIGIOUS
BOYS AND GIRLS CLUB OF MENARD
PO BOX 1043	MENARD	TX	76859	263174725	$5,241	YOUTH DEVELOPMENT
BOYS AND GIRLS CLUB OF SAN ANGELO INC
PO BOX 107	SAN ANGELO	TX	76902	751216481	$26,930	YOUTH DEVELOPMENT
BRADY VOLUNTEER FIRE DEPARTMENT
216 W COMMERCE ST	BRADY	TX	76825	752770800	$15,000	PUBLIC SAFETY
CHILDREN'S ADVOCACY CENTER OF TOM GREEN COUNTY INC
PO BOX 5195	SAN ANGELO	TX	76902	752401001	$13,194	COMMUNITY DEVELOPMENT
CHRIST THE KING CATHOLIC CHURCH
210 E 24TH AVE	BELTON	TX	76513	741661263	$12,000	RELIGIOUS
CITY OF MENARD
PO BOX 145	MENARD	TX	76859	756000604	$13,000	COMMUNITY DEVELOPMENT
CITY OF SAN ANGELO ANIMAL SERVICES
72 W COLLEGE AVE	SAN ANGELO	TX	76903	756006559	$20,000	COMMUNITY DEVELOPMENT
CONCHO VALLEY HOME FOR GIRLS INC
412 PREUSSER	SAN ANGELO	TX	76903	237102643	$7,245	YOUTH DEVELOPMENT
CONCHO VALLEY PAWS
4001 SUNSET DR	SAN ANGELO	TX	76904	756030459	$25,259	COMMUNITY DEVELOPMENT
CONCHO VALLEY REGIONAL FOOD BANK OF TEXAS INC
BOX 1207	SAN ANGELO	TX	76902	751897032	$49,191	HUMAN SERVICES
CONCHO VALLEY TURNING POINT
PO BOX 60072	SAN ANGELO	TX	76906	320292036	$33,254	HUMAN SERVICES
CORDOVA CHURCH OF CHRIST
7801 MACON RD	CORDOVA	TN	38018	621199121	$10,000	RELIGIOUS
CORNERSTONE CHRISTIAN SCHOOL
1502 N JEFFERSON	SAN ANGELO	TX	76901	752123230	$330,535	EDUCATION
CRITTER SHACK HUMANE SOCIETY OF MENARD
203 MESQUITE	MENARD	TX	76859	412090330	$23,364	COMMUNITY DEVELOPMENT
EMMANUEL EPISCOPAL CHURCH
3 S RANDOLPH ST	SAN ANGELO	TX	76903	750863849	$8,000	RELIGIOUS
FAMILY MATTERS
SUITE A-120	SCOTTSDALE	AZ	85254	860439625	$250,000	HUMAN SERVICES
FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 60188	SAN ANGELO	TX	769060188	237000363	$9,841	YOUTH DEVELOPMENT
FIRST BAPTIST CHURCH
PO BOX 2138	SAN ANGELO	TX	76903	750808781	$9,000	RELIGIOUS
FIRST CHRISTIAN CHURCH
PO BOX 791	MERTZON	TX	76941	751947631	$24,837	RELIGIOUS
FIRST PRESBYTERIAN CHURCH
32 NORTH IRVING	SAN ANGELO	TX	76903	750904033	$188,000	RELIGIOUS
FIRST UNITED METHODIST CHURCH
37 E BEAUREGARD	SAN ANGELO	TX	76903	756001559	$6,000	RELIGIOUS
FIRST UNITED METHODIST CHURCH OF KERRVILLE
321 THOMPSON DRIVE	KERRVILLE	TX	78028	741233799	$10,000	RELIGIOUS
FORT CHADBOURNE FOUNDATION
651 FORT CHADBOURNE RD	BRONTE	TX	76933	752804188	$5,135	HISTORIC PRESERVATION
FORT CONCHO FOUNDATION
630 S OAKES ST	SAN ANGELO	TX	76903	751605975	$19,061	HISTORIC PRESERVATION
FRIENDS OF FAIRMOUNT CEMETERY
PO BOX 3522	SAN ANGELO	TX	76902	202651504	$6,401	COMMUNITY DEVELOPMENT
GIRL SCOUTS CENTRAL TEXAS COUNCIL
304 W AVE A	SAN ANGELO	TX	76903	751162671	$16,687	YOUTH DEVELOPMENT
GLEN MEADOWS BAPTIST CHURCH
6002 KNICKERBOCKER RD	SAN ANGELO	TX	76904	752404829	$16,580	RELIGIOUS
GOSPEL BROADCASTING NETWORK
8900 GERMANTOWN ROAD	OLIVE BRANCH	MS	38654	262661492	$6,000	RELIGIOUS
GRAPE CREEK VOLUNTEER FIRE DEPARTMENT INC
PO BOX 1021	SAN ANGELO	TX	76902	752255391	$37,703	PUBLIC SAFETY
GREATER WORKS COMMUNITY DEVELOPMENT CENTER INC
PO BOX 1386	MASON	TX	76856	464092310	$10,000	COMMUNITY DEVELOPMENT
HEALTHY FAMILIES SAN ANGELO
200 S MAGDALEN ST	SAN ANGELO	TX	76903	752012206	$5,141	HUMAN SERVICES
HEART OF TEXAS BIBLE CAMP
PO BOX 830	BRADY	TX	76825	742290616	$6,000	RELIGIOUS
HOPE IN CHRIST COWBOY CHURCH
PO BOX 307	BIG LAKE	TX	76932	203956504	$6,000	RELIGIOUS
HOUSE OF FAITH-SAN ANGELO
321 MONTECITO DR	SAN ANGELO	TX	76903	742694406	$82,181	RELIGIOUS
HOWARD COLLEGE AT SAN ANGELO FOUNDATION
3501 N US HIGHWAY 67	SAN ANGELO	TX	76905	752320268	$7,000	EDUCATION
LARAMIE CHURCH OF CHRIST
1730 CUSTER STREET	LARAMIE	WY	82070	830292495	$10,000	RELIGIOUS
LAURA W BUSH INSTITUTE
5301 KNICKERBOCKER RD STE 200	SAN ANGELO	TX	76904	756002403	$11,873	EDUCATION
LIBRARY CLUB OF MENARD
PO BOX 404	MENARD	TX	76859	756049150	$7,000	EDUCATION
LIFE OUTREACH INTERNATIONAL
PO BOX 982000	FORT WORTH	TX	761828000	752684727	$16,400	RELIGIOUS
MATTHEW'S CLOSET
211 MOCKINGBIRD LN	SAN ANGELO	TX	76901	463887852	$6,308	RELIGIOUS
MEALS FOR THE ELDERLY
310 E HOUSTON HARTE	SAN ANGELO	TX	76903	510159134	$22,514	HUMAN SERVICES
MENARD COUNTY HOSPITAL DISTRICT
PO BOX 608	MENARD	TX	76859	742097253	$40,000	HUMAN SERVICES
MENARD HISTORICAL SOCIETY INC
PO BOX 663	MENARD	TX	76859	752076821	$23,995	HISTORIC PRESERVATION
MOSAIC
5191 S BRYANT BLVD	SAN ANGELO	TX	76904	113666999	$11,312	COMMUNITY DEVELOPMENT
PAULANN BAPTIST CHURCH
2531 SMITH BLVD	SAN ANGELO	TX	76905	752130573	$15,000	RELIGIOUS
PREGNANCY HELP CENTER OF THE CONCHO VALLEY
2525 SHERWOOD WAY	SAN ANGELO	TX	76901	752381411	$34,499	HUMAN SERVICES
PROMISES FOR FAMILIES FOUNDATION
133 WEST CONCHO AVE STE 210	SAN ANGELO	TX	76903	272915427	$11,247	HUMAN SERVICES
ROTARY CLUB OF SAN ANGELO #1919
PO BOX 249	SAN ANGELO	TX	76902	752280250	$22,800	COMMUNITY DEVELOPMENT
RUST STREET MINISTRIES
803 RUST ST	SAN ANGELO	TX	76903	752950303	$127,591	RELIGIOUS
SAN ANGELO AREA FOUNDATION
221 S IRVING ST	SAN ANGELO	TX	76903	731634145	$59,330	COMMUNITY DEVELOPMENT
SAN ANGELO ART CLUB
119 W 1ST ST	SAN ANGELO	TX	76903	756037393	$28,700	CULTURAL ARTS
SAN ANGELO BROADWAY ACADEMY YOUTH THEATER
10 N TAYLOR ST	SAN ANGELO	TX	76901	271832775	$14,563	CULTURAL ARTS
SAN ANGELO CHRISTIAN ACADEMY
518 COUNTRY CLUB RD	SAN ANGELO	TX	76904	200216446	$33,307	EDUCATION
SAN ANGELO CIVIC BALLET
PO BOX 5092	SAN ANGELO	TX	76902	751895746	$18,749	CULTURAL ARTS
SAN ANGELO EARLY CHILDHOOD CENTER
619 JULIAN ST	SAN ANGELO	TX	76903	750968319	$10,000	YOUTH DEVELOPMENT
SAN ANGELO INDEPENDENT SCHOOL DISTRICT
1621 UNIVERSITY AVENUE	SAN ANGELO	TX	76904	756002404	$76,926	YOUTH DEVELOPMENT
SAN ANGELO MUSEUM OF FINE ARTS
1 LOVE STREET	SAN ANGELO	TX	76903	751776765	$226,834	CULTURAL ARTS
SAN ANGELO PERFORMING ARTS COALITION INC
221 S IRVING ST	SAN ANGELO	TX	76903	453031837	$839,483	CULTURAL ARTS
SAN ANGELO SYMPHONY
PO BOX 5922	SAN ANGELO	TX	76902	756003857	$23,096	CULTURAL ARTS
SAN ANTONIO 1000 CANCER GENOME PROJECT
601 CONTOUR DR	SAN ANTONIO	TX	78212	465020113	$50,000	HUMAN SERVICES
SCHREINER UNIVERSITY
OFFICE OF ADV PUBLIC AFFAIR	KERRVILLE	TX	78028	741193459	$50,000	EDUCATION
SHANNON MEDICAL CENTER - CHILDREN'S MIRACLE NETWORK
120 E HARRIS AVE	SAN ANGELO	TX	76903	752559845	$11,489	HUMAN SERVICES
SIERRA VISTA UNITED METHODIST CHURCH
3225 SAINT ANDREWS DR	SIERRA VISTA	AZ	85650	860282626	$17,000	RELIGIOUS
SONRISAS THERAPEUTIC RIDING INC
PO BOX 1093	SAN ANGELO	TX	76902	752173731	$41,000	HUMAN SERVICES
SOUTHLAND BAPTIST CHURCH
4300 MEADOWCREEK TRAIL	SAN ANGELO	TX	76904	751691508	$15,000	RELIGIOUS
ST JOHN'S EPISCOPAL CHURCH
PO BOX 1100	SONORA	TX	76950	756027934	$37,650	RELIGIOUS
ST JOHN'S LUTHERAN CHURCH
1100 W PARSONAGE ST	WINTERS	TX	79567	751495319	$25,000	RELIGIOUS
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38105	620646012	$13,000	HUMAN SERVICES
STERLING CITY INDEPENDENT SCHOOL DISTRICT
BOX 786	STERLING CITY	TX	76951	756002522	$12,750	EDUCATION
SUTTON COUNTY COMMUNITY TRUST
PO BOX 798	SONORA	TX	76950	510188766	$91,865	COMMUNITY DEVELOPMENT
SUTTON COUNTY FOOD PANTRY
PO BOX 497	SONORA	TX	76950	465446589	$9,392	HUMAN SERVICES
SUTTON COUNTY HEALTH FOUNDATION
PO BOX 18	SONORA	TX	76950	043642997	$61,667	HUMAN SERVICES
TEXAS A&M UNIVERSITY 12TH MAN FOUNDATION
PO DRAWER L-1	COLLEGE STATION	TX	77844	741185725	$15,000	EDUCATION
TEXAS SOUTHWEST COUNCIL - BOY SCOUTS OF AMERICA
104 VETERANS MEMORIAL DRIVE	SAN ANGELO	TX	76902	750800617	$242,730	YOUTH DEVELOPMENT
TEXAS VETERANS FOR VETERANS
1905 PULLIAM ST	SAN ANGELO	TX	76905	611622382	$12,000	HUMAN SERVICES
THE ARC OF SAN ANGELO
PO BOX 1922	SAN ANGELO	TX	76902	751242148	$10,000	HUMAN SERVICES
THE CHAPIN SCHOOL
100 E END AVE	NEW YORK	NY	10028	131635257	$8,333	EDUCATION
THE GOOD SAMARITAN CENTER OF SAN ANTONIO TEXAS
1600 SALTILLO ST	SAN ANTONIO	TX	78207	741117340	$25,111	HUMAN SERVICES
THE HOSPICE OF SAN ANGELO FOUNDATION
PO BOX 62211	SAN ANGELO	TX	76906	752129019	$8,790	HUMAN SERVICES
THE SALVATION ARMY
PO BOX 589	SAN ANGELO	TX	76902	900337669	$46,890	HUMAN SERVICES
TOM GREEN COUNTY LIBRARY
113 W BEAUREGARD	SAN ANGELO	TX	76903	756001184	$120,320	COMMUNITY DEVELOPMENT
TRINITY LUTHERAN CHURCH
3536 YMCA DRIVE	SAN ANGELO	TX	76904	756003634	$20,781	RELIGIOUS
UNITED WAY OF THE CONCHO VALLEY
PO BOX 3710	SAN ANGELO	TX	76902	750859662	$92,610	HUMAN SERVICES
UNITY CHURCH OF SAN ANGELO
5237 S BRYANT BLVD	SAN ANGELO	TX	76904	756439603	$7,952	RELIGIOUS
UNIVERSITY CHURCH OF CHRIST
115 COUNTRY ESTATES DRIVE	SAN MARCOS	TX	78666	742308609	$6,000	RELIGIOUS
WEST MAIN CHURCH OF CHRIST
2460 WEST MAIN	TUPELO	MS	38801	640689216	$8,000	RELIGIOUS
WEST TEXAS BOYS RANCH
10223 BOYS RANCH ROAD	SAN ANGELO	TX	76904	750954831	$58,847	YOUTH DEVELOPMENT
WEST TEXAS COUNSELING & GUIDANCE
242 N MAGDALEN ST	SAN ANGELO	TX	76903	751561599	$37,518	YOUTH DEVELOPMENT
WEST TEXAS REHABILITATION CENTER
3001 S JACKSON	SAN ANGELO	TX	76904	750868320	$52,451	HUMAN SERVICES
YOUNG LIFE - SAN ANGELO AREA # TX-102
PO BOX 61816	SAN ANGELO	TX	76906	840385934	$35,118	YOUTH DEVELOPMENT
YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO
353 S RANDOLPH ST	SAN ANGELO	TX	76903	750800698	$16,235	YOUTH DEVELOPMENT

Field	Value	IRS element (for citing)
Total501c3 Org	100	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES.	GrantTypeTxt
Recipient	572	RecipientCnt
Cash Grant	$825,709	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	MATT LEWIS	PersonNm
Title	PRESIDENT & CEO	TitleTxt
Base Compensation Filing Org	$165,000	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$28,685	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$4,352	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$198,037	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE J, LINE I, COLUMN C	FormAndLineReferenceDesc
Explanation	SCHEDULE J PART I QUESTION 4(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: MATT LEWIS, $18,785	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	BOARD MEMBERS LIZ BATES AND SUSAN BROOKS ARE SISTERS.
FORM 990, PART VI, SECTION B, LINE 11	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 #136 216,502. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 679,243. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -44,730.
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.