SAN ANGELO AREA FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAN ANGELO AREA FOUNDATION (EIN 73-1634145)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-06
- IRS object ID
- 201531879349300848
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-06T15:03:44-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-07-06 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $94,576,803 | 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 | $17,814,485 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,027,457 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,921,387 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,310,405 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,049 | CYOtherRevenueAmt |
| PY Total Revenue | $31,735,872 | PYTotalRevenueAmt |
| CY Total Revenue | $30,338,911 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,530,339 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,278,727 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $369,172 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $467,539 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $179,565 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $549,921 | PYOtherExpensesAmt |
| CY Other Expenses | $830,881 | CYOtherExpensesAmt |
| PY Total Expenses | $6,449,432 | PYTotalExpensesAmt |
| CY Total Expenses | $13,577,147 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,286,440 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,761,764 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $94,652,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,799,995 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,227,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,338,928 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,424,516 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,461,067 | 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 | $12,388,368 | ExpenseAmt |
| Grant | $12,278,727 | 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 | $12,388,368 | 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 | Yes (1) | 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 | 12 | 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| 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 | |
| GARY COX | ||||||
| PAST CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALBERT ELLIOTT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LIZ BATES | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEANNA MAYFIELD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN BROOKS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEN PRICE | ||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM RAYMOND | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF MCCORMICK | ||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CARMEN DUSEK | ||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| 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 | |
| MATT LEWIS | ||||||
| PRESIDENT & CEO | 40.00 | $157,376 | $0 | $34,267 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $157,376 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,267 | 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 | $22,027,457 | AllOtherContributionsAmt |
| Noncash Contributions | $3,043,083 | NoncashContributionsAmt |
| Total Contributions | $22,027,457 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,068,790 | TotalRevenueColumnAmt |
| Exclusion | $3,068,790 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,304 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $77,255 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,049 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,049 | TotalRevenueColumnAmt |
| Exclusion | $1,049 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,402,252 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,143,559 | SecuritiesAmt |
| Other | $17,078 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,258,693 | SecuritiesAmt |
| Other | -$17,078 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,241,615 | TotalRevenueColumnAmt |
| Exclusion | $5,241,615 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,338,911 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,311,454 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,491,040 | TotalAmt |
| Program Services | $11,491,040 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,687 | TotalAmt |
| Program Services | $787,687 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,376 | TotalAmt |
| Program Services | $31,475 | ProgramServicesAmt |
| Management And General | $94,426 | ManagementAndGeneralAmt |
| Fundraising | $31,475 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,188 | TotalAmt |
| Program Services | $53,784 | ProgramServicesAmt |
| Management And General | $103,133 | ManagementAndGeneralAmt |
| Fundraising | $49,271 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,666 | TotalAmt |
| Program Services | $18,447 | ProgramServicesAmt |
| Management And General | $42,747 | ManagementAndGeneralAmt |
| Fundraising | $17,472 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,309 | TotalAmt |
| Program Services | $5,935 | ProgramServicesAmt |
| Management And General | $13,753 | ManagementAndGeneralAmt |
| Fundraising | $5,621 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450 | TotalAmt |
| Management And General | $450 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,417 | TotalAmt |
| Management And General | $18,417 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,343 | TotalAmt |
| Management And General | $583,343 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,102 | TotalAmt |
| Fundraising | $33,102 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,005 | TotalAmt |
| Management And General | $56,005 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,643 | TotalAmt |
| Management And General | $40,643 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,368 | TotalAmt |
| Fundraising | $14,368 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,256 | TotalAmt |
| Fundraising | $28,256 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,330 | TotalAmt |
| Management And General | $33,330 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,019 | TotalAmt |
| Management And General | $7,019 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| DUES AND MEMBERSHIPS | $15,802 | $15,802 |
| BANK CHARGES | $146 | $146 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,577,147 | TotalAmt |
| Program Services | $12,388,368 | ProgramServicesAmt |
| Management And General | $1,009,214 | ManagementAndGeneralAmt |
| Fundraising | $179,565 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $807,066 | BOYAmt |
| EOY | $223,233 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,694,712 | BOYAmt |
| EOY | $1,953,359 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,000 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,253,382 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $152,527 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,408,036 | BOYAmt |
| EOY | $3,100,855 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,735,788 | BOYAmt |
| EOY | $99,693,472 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,221,522 | BOYAmt |
| EOY | $1,708,315 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,377 | BOYAmt |
| EOY | $120,761 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,652,501 | BOYAmt |
| EOY | $106,799,995 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,237 | BOYAmt |
| EOY | $2,068 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,226,748 | BOYAmt |
| EOY | $28,336,860 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,227,985 | BOYAmt |
| EOY | $28,338,928 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,329,392 | BOYAmt |
| EOY | $1,470,554 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,095,124 | BOYAmt |
| EOY | $76,990,513 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,424,516 | BOYAmt |
| EOY | $78,461,067 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,652,501 | BOYAmt |
| EOY | $106,799,995 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,761,764 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,064,666 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$11,660,548 | 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 | $9,232,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,505,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,759,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,313,485 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,007,751 | CurrentTaxYearAmt |
| Total | $42,819,221 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,232,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,505,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,759,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,313,485 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,007,751 | CurrentTaxYearAmt |
| Total | $42,819,221 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,529,986 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,289,235 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $424,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $442,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $390,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $420,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,068,790 | CurrentTaxYearAmt |
| Total | $4,746,296 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,565,517 | TotalSupportAmt |
| Public Support CY170 | 0.55270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59970 | 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 | 35 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $4,003,615 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $5,044,462 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $15,776,723 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,142,653 | BeginningYearBalanceAmt |
| Contributions | $13,773,613 | ContributionsAmt |
| Investment Earnings Or Losses | $4,961,681 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,458,001 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$32,212 | OtherExpendituresAmt |
| Administrative Expenses | $782,507 | AdministrativeExpensesAmt |
| End Year Balance | $54,669,651 | 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 | $2,840,599 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,834 | DepreciationAmt |
| Book Value | $2,790,765 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $189,829 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,693 | DepreciationAmt |
| Book Value | $87,136 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,100,855 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST | $1,382,757 |
| AGENCY ENDOWMENTS | $26,932,930 |
| EMPLOYEE W/H 401(K) LOAN | $413 |
| DEFERRED BONUS ACCRUAL | $20,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,336,860 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,568,118 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,064,666 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $94,333 | OtherRevenueAmt |
| Revenue Not Reported | -$4,970,333 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,538,451 | RevenueSubtotalAmt |
| Other Revenues Not Included | $12,800,460 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,800,460 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,338,911 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,492,252 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $94,333 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $94,333 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,397,919 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,179,227 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,179,227 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,577,146 | 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 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED IN REVENUE ON FORM 990 77,255. LOSS ON SALE OF ASSETS INCLUDED IN REVENUE ON FORM 990 17,078. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REVENUE FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 12,800,460. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED IN REVENUE ON FORM 990 77,255. LOSS ON SALE OF ASSETS INCLUDED IN REVENUE ON FORM 990 17,078. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 1,179,227. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (73 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| ANGELO CATHOLIC SCHOOL | ||||||
| 2315 AM | SAN ANGELO | TX | 76904 | 751999991 | $16,690 | EDUCATION |
| ANGELO CIVIC THEATRE | ||||||
| 1936 SHERWOOD WAY | SAN ANGELO | TX | 76901 | 750888979 | $7,300 | CULTURAL ARTS |
| ANGELO STATE UNIVERSITY ATHLETIC DEPARTMENT | ||||||
| ASU STATION 10899 | SAN ANGELO | TX | 76909 | 756002403 | $19,250 | EDUCATION |
| ANGELO STATE UNIVERSITY FOUNDATION | ||||||
| ASU STATION 11009 | SAN ANGELO | TX | 76909 | 751585285 | $58,000 | EDUCATION |
| ANGELO STATE UNIVERSITY MEAT & FOOD SCIENCE ASSOCIATION | ||||||
| 2601 W AVENUE N | SAN ANGELO | TX | 76909 | 830507951 | $12,840 | EDUCATION |
| ASU ALUMNI ASSOCIATION FOUNDATION | ||||||
| 515 W HARRIS | SAN ANGELO | TX | 76903 | 262597918 | $31,000 | EDUCATION |
| BAMBERGER RANCH PRESERVE | ||||||
| 2341 BLUE RIDGE DR | JOHNSON CITY | TX | 78636 | 300041245 | $20,710 | COMMUNITY DEVELOPMENT |
| BORDEN COUNTY JUNION LIVESTOCK ASSOCIATION INC | ||||||
| PO BOX 144 | GAIL | TX | 79738 | 450495989 | $326,671 | EDUCATION |
| CAMP IDA CHRISTIAN YOUTH ENCAMPMENT | ||||||
| 50 COUNTY ROAD 1207 | MAUD | TX | 75567 | 611429244 | $7,500 | YOUTH DEVELOPMENT |
| CAMP LIVING WATERS | ||||||
| 21230 LIVING WATERS RD | LORANGER | LA | 70446 | 720854401 | $10,000 | YOUTH DEVELOPMENT |
| CHILDREN'S ADVOCACY CENTER OF TOM GREEN COUNTY INC | ||||||
| PO BOX 5195 | SAN ANGELO | TX | 76902 | 752401001 | $23,750 | COMMUNITY DEVELOPMENT |
| CHRISTIANS IN ACTION INC | ||||||
| 555 E 6TH ST | SAN ANGELO | TX | 76903 | 751776646 | $9,500 | RELIGIOUS |
| CHRISTOVAL VOLUNTEER FIRE DEPARTMENT | ||||||
| PO BOX 193 | CHRISTOVAL | TX | 76935 | 751836206 | $30,000 | PUBLIC SAFETY |
| CONCHO VALLEY PAWS | ||||||
| 4001 SUNSET DR | SAN ANGELO | TX | 76904 | 756030459 | $10,000 | COMMUNITY DEVELOPMENT |
| CORNERSTONE CHRISTIAN SCHOOL | ||||||
| 1502 N JEFFERSON | SAN ANGELO | TX | 76901 | 752123230 | $361,000 | EDUCATION |
| CRITTER SHACK HUMANE SOCIETY OF MENARD | ||||||
| 203 MESQUITE | MENARD | TX | 76859 | 412090330 | $10,000 | COMMUNITY DEVELOPMENT |
| EDEN'S GREEN APPLE INC | ||||||
| 201 SOUTH MAIN STREET | EDEN | TX | 76837 | 320391276 | $20,000 | CULTURAL ARTS |
| EMMANUEL EPISCOPAL CHURCH | ||||||
| 3 S RANDOLPH ST | SAN ANGELO | TX | 76903 | 750863849 | $5,500 | 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 | $7,500 | YOUTH DEVELOPMENT |
| FIRST BAPTIST CHURCH | ||||||
| PO BOX 2138 | SAN ANGELO | TX | 76903 | 750808781 | $8,000 | RELIGIOUS |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 32 NORTH IRVING | SAN ANGELO | TX | 76903 | 750904033 | $158,000 | RELIGIOUS |
| FIRST UNITED METHODIST CHURCH | ||||||
| 37 E BEAUREGARD | SAN ANGELO | TX | 76903 | 756001559 | $12,000 | RELIGIOUS |
| FORT CONCHO FOUNDATION | ||||||
| 630 S OAKES ST | SAN ANGELO | TX | 76903 | 751605975 | $9,431 | HISTORIC PRESERVATION |
| GIRL SCOUTS CENTRAL TEXAS COUNCIL | ||||||
| 304 W AVE A | SAN ANGELO | TX | 76903 | 751162671 | $5,300 | YOUTH DEVELOPMENT |
| GLEN MEADOWS BAPTIST CHURCH | ||||||
| 6002 KNICKERBOCKER RD | SAN ANGELO | TX | 76904 | 752404829 | $15,700 | RELIGIOUS |
| GOSPEL BROADCASTING NETWORK | ||||||
| 8900 GERMANTOWN ROAD | OLIVE BRANCH | MS | 38654 | 262661492 | $10,000 | RELIGIOUS |
| GREATER WORKS COMMUNITY DEVELOPMENT CENTER INC | ||||||
| PO BOX 1386 | MASON | TX | 76856 | 464092310 | $10,000 | COMMUNITY DEVELOPMENT |
| HOUSE OF FAITH-SAN ANGELO | ||||||
| 321 MONTECITO DR | SAN ANGELO | TX | 76903 | 742694406 | $72,765 | RELIGIOUS |
| LAURA W BUSH INSTITUTE | ||||||
| 5301 KNICKERBOCKER RD STE 200 | SAN ANGELO | TX | 76904 | 756002403 | $61,000 | EDUCATION |
| MEALS FOR THE ELDERLY | ||||||
| 310 E HOUSTON HARTE | SAN ANGELO | TX | 76903 | 510159134 | $19,515 | HUMAN SERVICES |
| MEMPHIS SCHOOL OF PREACHING | ||||||
| 3950 FOREST HILL-IRENE ROAD | MEMPHIS | TN | 38125 | 261301286 | $7,000 | RELIGIOUS |
| MOSAIC | ||||||
| 5191 S BRYANT BLVD | SAN ANGELO | TX | 76904 | 113666999 | $11,140 | COMMUNITY DEVELOPMENT |
| NEW HORIZONS RANCH & CENTER INC | ||||||
| 294 MEDICAL DRIVE | ABILENE | TX | 79601 | 751530340 | $15,000 | HUMAN SERVICES |
| ODEON PRESERVATION ASSOCIATION INC | ||||||
| PO BOX 700 | MASON | TX | 76856 | 752559624 | $10,000 | HISTORIC PRESERVATION |
| RUST STREET MINISTRIES | ||||||
| 803 RUST ST | SAN ANGELO | TX | 76903 | 752950303 | $8,765 | RELIGIOUS |
| SAN ANGELO AREA FOUNDATION | ||||||
| 221 S IRVING ST | SAN ANGELO | TX | 76903 | 731634145 | $59,103 | COMMUNITY DEVELOPMENT |
| SAN ANGELO ART CLUB | ||||||
| 119 W 1ST ST | SAN ANGELO | TX | 76903 | 756037393 | $8,000 | CULTURAL ARTS |
| SAN ANGELO CHRISTIAN ACADEMY | ||||||
| 518 COUNTRY CLUB RD | SAN ANGELO | TX | 76904 | 200216446 | $21,900 | EDUCATION |
| SAN ANGELO CIVIC BALLET | ||||||
| PO BOX 5092 | SAN ANGELO | TX | 76902 | 751895746 | $6,000 | CULTURAL ARTS |
| SAN ANGELO DAY NURSERY CHARITABLE FOUNDATION INC | ||||||
| 619 JULIAN ST | SAN ANGELO | TX | 76903 | 750968319 | $20,000 | YOUTH DEVELOPMENT |
| SAN ANGELO MUSEUM OF FINE ARTS | ||||||
| 1 LOVE STREET | SAN ANGELO | TX | 76903 | 751776765 | $207,200 | CULTURAL ARTS |
| SAN ANGELO PERFORMING ARTS CENTER FUND (SAPAC) | ||||||
| 2201 SHERWOOD WAY STE 205 | SAN ANGELO | TX | 76901 | 731634145 | $334,755 | CULTURAL ARTS |
| SAN ANGELO PERFORMING ARTS COALITION INC | ||||||
| 221 S IRVING ST | SAN ANGELO | TX | 76903 | 453031837 | $7,499,498 | CULTURAL ARTS |
| SAN ANGELO SYMPHONY | ||||||
| PO BOX 5922 | SAN ANGELO | TX | 76902 | 756003857 | $8,700 | 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 | $55,000 | EDUCATION |
| SHANNON MEDICAL CENTER - CHILDREN'S MIRACLE NETWORK | ||||||
| 120 E HARRIS AVE | SAN ANGELO | TX | 76903 | 752559845 | $10,500 | HUMAN SERVICES |
| SIERRA VISTA UNITED METHODIST CHURCH | ||||||
| 3225 SAINT ANDREWS DR | SIERRA VISTA | AZ | 85650 | 860282626 | $18,124 | RELIGIOUS |
| SONRISAS THERAPEUTIC RIDING INC | ||||||
| PO BOX 1093 | SAN ANGELO | TX | 76902 | 752173731 | $10,000 | HUMAN SERVICES |
| SOUTHLAND BAPTIST CHURCH | ||||||
| 4300 MEADOWCREEK TRAIL | SAN ANGELO | TX | 76904 | 751691508 | $16,000 | RELIGIOUS |
| ST ANDREWS SCHOOL | ||||||
| 350 NOXONTOWN | MIDDLETON | DE | 197091605 | 510079506 | $15,000 | EDUCATION |
| ST JOHN'S EPISCOPAL CHURCH | ||||||
| PO BOX 1100 | SONORA | TX | 76950 | 756027934 | $30,000 | RELIGIOUS |
| STERLING CITY INDEPENDENT SCHOOL DISTRICT | ||||||
| BOX 786 | STERLING CITY | TX | 76951 | 756002522 | $151,560 | EDUCATION |
| SUTTON COUNTY COMMUNITY TRUST | ||||||
| PO BOX 798 | SONORA | TX | 76950 | 510188766 | $100,000 | COMMUNITY DEVELOPMENT |
| SUTTON COUNTY HEALTH FOUNDATION | ||||||
| PO BOX 18 | SONORA | TX | 76950 | 043642997 | $30,000 | HUMAN SERVICES |
| TALL FOUNDATION INC | ||||||
| 600 JOHN KIMBROUGH BLVD STE 518 | COLLEGE STATION | TX | 778432137 | 742764303 | $10,000 | HUMAN SERVICES |
| TEXAS A&M UNIVERSITY 12TH MAN FOUNDATION | ||||||
| PO DRAWER L-1 | COLLEGE STATION | TX | 77844 | 741185725 | $449,500 | EDUCATION |
| THE GOOD SAMARITAN CENTER OF SAN ANTONIO TEXAS | ||||||
| 1600 SALTILLO ST | SAN ANTONIO | TX | 78207 | 741117340 | $25,000 | HUMAN SERVICES |
| THE PEOPLE-PLANT CONNECTION | ||||||
| PO BOX 62841 | SAN ANGELO | TX | 76906 | 300588582 | $20,155 | COMMUNITY DEVELOPMENT |
| THE SALVATION ARMY | ||||||
| PO BOX 589 | SAN ANGELO | TX | 76902 | 900337669 | $67,500 | HUMAN SERVICES |
| THE STUDIO | ||||||
| 701 S IRVING | SAN ANGELO | TX | 76903 | 870777592 | $6,000 | COMMUNITY DEVELOPMENT |
| TOM GREEN COUNTY LIBRARY | ||||||
| 113 W BEAUREGARD | SAN ANGELO | TX | 76903 | 756001184 | $112,100 | COMMUNITY DEVELOPMENT |
| TRINITY LUTHERAN CHURCH | ||||||
| 3536 YMCA DRIVE | SAN ANGELO | TX | 76904 | 756003634 | $18,545 | RELIGIOUS |
| UNITED WAY OF THE CONCHO VALLEY | ||||||
| PO BOX 3710 | SAN ANGELO | TX | 76902 | 750859662 | $84,300 | HUMAN SERVICES |
| UNITY CHURCH OF SAN ANGELO | ||||||
| 5237 S BRYANT BLVD | SAN ANGELO | TX | 76904 | 756439603 | $8,188 | RELIGIOUS |
| WEST TEXAS BOYS RANCH | ||||||
| 10223 BOYS RANCH ROAD | SAN ANGELO | TX | 76904 | 750954831 | $50,000 | YOUTH DEVELOPMENT |
| WEST TEXAS BOYS RANCH FOUNDATION | ||||||
| 10223 BOYS RANCH ROAD | SAN ANGELO | TX | 76904 | 752620126 | $9,137 | YOUTH DEVELOPMENT |
| WEST TEXAS COUNSELING & GUIDANCE | ||||||
| 242 N MAGDALEN ST | SAN ANGELO | TX | 76903 | 751561599 | $12,500 | YOUTH DEVELOPMENT |
| WEST TEXAS REHABILITATION CENTER | ||||||
| 3001 S JACKSON | SAN ANGELO | TX | 76904 | 750868320 | $44,000 | HUMAN SERVICES |
| WORLD VIDEO BIBLE SCHOOL | ||||||
| 25 LANTANA LN | MAXWELL | TX | 78656 | 742452538 | $7,500 | RELIGIOUS |
| YOUNG LIFE - SAN ANGELO AREA # TX-102 | ||||||
| PO BOX 61816 | SAN ANGELO | TX | 76906 | 840385934 | $10,000 | YOUTH DEVELOPMENT |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO | ||||||
| 353 S RANDOLPH ST | SAN ANGELO | TX | 76903 | 750800698 | $15,000 | YOUTH DEVELOPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 73 | 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 | 561 | RecipientCnt |
| Cash Grant | $787,687 | 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 | $157,376 | 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 | $29,510 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,757 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $191,643 | 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, $20,760 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,043,083 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG FMV DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
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 -12,800,460. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 1,179,227. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -39,315. |
| 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. |
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