2013-02-15T13:41:59-06:00 2012-08-31 760689865 ALONZO BACARISSE IRVINE & PALMER PC 4801 NORTHWEST LOOP 410 SUITE 725 SAN ANTONIO TX 782295308 990 2011-09-01 571212450 SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION SOUT 2106223488 11914 DRAGON LANE SAN ANTONIO TX 782522647 DR JAMES GATES 2106223488 2013-01-31 1 H L SCHWARTZMAN CPA P00032172 2103412581 2011 2016-02-25 16:41:14Z DR JAMES GATES 11914 DRAGON LANE SAN ANTONIO TX 78252 108821 0 X WWW.SWISD.NET/FOUNDATION X 2004 TX TO PROVIDE RESOURCES FOR PROGRAMS AND INITIATIVES THAT WILL SUPPORT STUDENT'S ACADEMIC AND PERSONAL SUCCESS. 18 18 0 20 0 0 76898 48516 0 0 9182 12421 63853 47884 149933 108821 298672 202612 0 0 0 0 0 0 11089 21664 32665 320336 235277 -170403 -126456 3757798 3663256 48672 0 3709126 3663256 X THE MISSION OF THE SOUTHWEST ISD EDUCATION FOUNDATION IS TO PROVIDE RESOURCES FOR PROGRAMS AND INITIATIVES THAT WILL SUPPORT STUDENT ACADEMIC AND PERSONAL SUCCESS AND TO HELP ENSURE SOUTHWEST ISD GRADUATES WILL BE PREPARED TO BE PRODUCTIVE CITIZENS WHO UNDERSTAND THE IMPORTANCE OF CIVIC INVOLVEMENT FOR THE PRESERVATION OF FUTURE GENERATIONS. 0 0 153900 153900 THE FOUNDATION PROVIDES ASSISTANCE BY SUPPORTING THE DEVELOPMENT OF THE SOUTHWEST ACADEMY. THE SOUTHWEST ACADEMY IS A PROGRAM FOR STUDENTS INTERESTED IN COMPLETING THEIR HIGH SCHOOL EDUCATION IN AN ENVIRONMENT THAT SUPPORTS AT-RISK STUDENTS. SOUTHWEST ACADEMY IS AN ACADEMIC COMMUNITY OF SUPPORT WHICH PROVIDES THE BEST EDUCATION FOR STUDENTS BY SEEKING A NON-TRADITIONAL HIGH SCHOOL BY DEVELOPING SUCCESSFUL LEARNERS WHO POSSESS POSITIVE SOCIAL SKILLS, ENCOURAGING STUDENTS TO STAY IN SCHOOL, PREPARING THEM FOR GRADUATION AND POST-SECONDARY SUCCESS, AND INSPIRING A PASSION FOR LIFE AND LEARNING. THE FOUNDATION ALSO PROVIDED ASSISTANCE TO THE SOUTHWEST INDEPENDENT SCHOOL DISTRICT THROUGH VARIOUS GRANTS INCLUDING A READING INITIATIVE, A MUSICAL BRIDGES PROGRAM, AND SPECIAL OLYMPICS. 48712 48712 THE FOUNDATION ASSISTED SOUTHWEST ISD STUDENTS BY PROVIDING GRANTS FOR TEACHERS TO IMPLEMENT INNOVATIVE CLASSROOM OPPORTUNITIES. THE FOUNDATION ALLOWS TEACHERS TO SUBMIT GRANTS THAT WILL ALLOW FOR MATERIALS TO BE PURCHASED TO ENHANCE THE CURRICULUM THROUGH INQUIRY BASED LEARNING, HANDS ON PROJECTS, SCIENCE EXPERIMENTS, AND TECHNOLOGY. THE FOUNDATION PROVIDED 24 TEACHERS IN THE SOUTHWEST INDEPENDENT SCHOOL DISTRICT WITH GRANTS DURING THE YEAR. 202612 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 TX X JEANETTE BALL 2106224300 11914 DRAGON LANE SAN ANTONIO TX 782522647 X DR JAMES GATES 2.00 X 0 0 0 RUDY MOLLEDA 2.00 X 0 0 0 EULLA KRUEGER 2.00 X 0 0 0 HELEN KEATON 2.00 X 0 0 0 STELLA MOLLEDA 2.00 X 0 0 0 SHERRI DILLARD 2.00 X 0 0 0 JEANETTE BALL 2.00 X 0 0 0 ANNE-MARIE ESPINOZA 2.00 X 0 0 0 SASKIA CARRERA-BOSQUEZ 2.00 X 0 0 0 MARTHA Q SMITH 2.00 X 0 0 0 HELEN KEATON 2.00 X 0 0 0 DR GEORGE T KNIGHT 2.00 X 0 0 0 KIRK KOHLER 2.00 X 0 0 0 BELINDA P SILLER 2.00 X 0 0 0 DANNY SMITH 2.00 X 0 0 0 FLORENDA BERNAL 2.00 X 0 0 0 MARY URESTI 2.00 X 0 0 0 BERTO GUERA JR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 48516 48516 12421 12421 45084 0 45084 45084 MISCELLANEOUS 900099 2800 2800 2800 108821 15221 0 45084 202612 202612 17601 17601 2633 2070 563 1905 1905 EVENT EXPENSES 10082 10082 MATERIALS FOR FUNDRAISI 444 444 235277 202612 21576 11089 192952 518218 2000000 1500000 650 1564846 1644388 3757798 3663256 48672 48672 0 X 24280 2163256 3684846 1500000 3709126 3663256 3757798 3663256 X -126456 80586 X 0 1 1 X 0 X 4169352 161793 32658 76898 48516 4489217 4169352 161793 32658 76898 48516 4489217 0 0 0 4489217 3157 12220 11212 9182 12421 48192 3157 12220 11212 9182 12421 48192 4172509 174013 43870 86080 60937 4537409 0.98940 0.99200 0.01060 0.00800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 COMMON EQUITY BONDS 492154 F FIXED INCOME 1152234 F 1644388 108821 235277 -126456 80586 80586 -45870 189407 80586 80586 108821 0 108821 235277 0 235277 0 235277 PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON INVESTMENTS GOLF TOURNAMENT 43934 43934 PAVERS PROJECT 1150 1150 45084 45084 45084 1 SOUTHWEST INDEPENDENT SCHOOL DISTRICT 11914 DRAGON LANE SAN ANTONIO TX 78252 202612 TO PROVIDE RESOURCES FOR PROGRAMS AND INITIATIVES THAT WILL SUPPORT STUDENT SUCCESS FORM 990, PART VI, SECTION A, LINE 2 RUDY MOLLEDA (VICE PRESIDENT) AND STELLA MOLLEDA (SECRETARY) ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11 A COPY IS PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 80,586.