SAN ANGELO AREA FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SAN ANGELO AREA FOUNDATION (EIN 73-1634145)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-13
- IRS object ID
- 201111949349300611
- Schema version
- 2010v3.2
- 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) |
|---|---|---|
| Timestamp | 2011-07-13T09:58:22-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDLEY AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2993 | AddressLine1 |
| City | ABILENE | City |
| State | TX | State |
| ZIP Code | 796042993 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731634145 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN ANGELO AREA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANA | NameControl |
| Phone | 3259477071 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 SHERWOOD WAY NO 205 | AddressLine1 |
| City | SAN ANGELO | City |
| State | TX | State |
| ZIP Code | 76901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATT LEWIS | Name |
| Title | CEO | Title |
| Phone | 3259477071 | Phone |
| Date Signed | 2011-06-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF GRAHAM CPA | Name |
| Phone | 3256776251 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MATT LEWIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 SHERWOOD WAY NO 205 | AddressLine1 |
| City | SAN ANGELO | City |
| State | TX | State |
| ZIP Code | 76901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26652492 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SAAFOUND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | MANAGING ENDOWED GIFTS IN ORDER TO MATCH DONOR INTERESTS WITH COMMUNITY NEEDS OF THE AREA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6379612 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13773613 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -333009 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1845843 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6046603 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15619456 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9445625 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11458001 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 280308 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 291725 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 92145 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 362798 | OtherExpensePriorYear |
| Other Expenses Current Year | 490782 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10088731 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12240508 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4042128 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3378948 | RevenuesLessExpensesCY |
| Total Assets BOY | 48433350 | TotalAssetsBOY |
| Total Assets EOY | 54987115 | TotalAssetsEOY |
| Total Liabilities BOY | 9916125 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12651368 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 38517225 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 42335747 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11531270 | Expense |
| Grants | 11458001 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 11531270 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 3 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT LEWIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3259477071 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 SHERWOOD WAY 205 | AddressLine1 |
| City | SAN ANGELO | City |
| State | TX | State |
| ZIP Code | 76901 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| MATT LEWIS | |||||||
| CEO | 40.00 | X | X | X | 131956 | 0 | 0 |
| JAMES CARTER | |||||||
| PAST CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| JM ANDERSON | |||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| BRENDA GUNTER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GARY COX | |||||||
| VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| ALBERT ELLIOTT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LIZ BATES | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DEANNA MAYFIELD | |||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | ||
| BETTY MILLER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SUSAN BROOKS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BOB PFLUGER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ALLEN PRICE | |||||||
| SECRETARY/TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| JIM RAYMOND | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JEFF MCCORMICK | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CARMEN DUSEK | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ANNE WILLIAMS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 131956 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 13773613 | AllOtherContributions |
| Noncash Contributions | 60687 | NoncashContributions |
| Total Contributions | 13773613 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 424354 | TotalRevenueColumn |
| Exclusion | $424,354 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12454525 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11033036 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1421489 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1421489 | TotalRevenueColumn |
| Exclusion | $1,421,489 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15619456 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,845,843 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10871168 | Total |
| Program Services | 10871168 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586833 | Total |
| Program Services | 586833 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131955 | Total |
| Program Services | 26391 | ProgramServices |
| Management And General | 52782 | ManagementAndGeneral |
| Fundraising | 52782 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112810 | Total |
| Program Services | 35084 | ProgramServices |
| Management And General | 77726 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29795 | Total |
| Program Services | 7483 | ProgramServices |
| Management And General | 15886 | ManagementAndGeneral |
| Fundraising | 6426 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17165 | Total |
| Program Services | 4311 | ProgramServices |
| Management And General | 9152 | ManagementAndGeneral |
| Fundraising | 3702 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16925 | Total |
| Management And General | 16925 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297513 | Total |
| Management And General | 297513 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45000 | Total |
| Management And General | 45000 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22348 | Total |
| Fundraising | 22348 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27813 | Total |
| Management And General | 27813 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20546 | Total |
| Management And General | 20546 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4236 | Total |
| Management And General | 3177 | ManagementAndGeneral |
| Fundraising | 1059 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23313 | Total |
| Management And General | 17485 | ManagementAndGeneral |
| Fundraising | 5828 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12907 | Total |
| Management And General | 12907 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7035 | Total |
| Management And General | 7035 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| DUES AND MEMBERSHIPS | 11887 | 11887 |
| BANK CHARGES | 1259 | 1259 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12240508 | Total |
| Program Services | 11531270 | ProgramServices |
| Management And General | 617093 | ManagementAndGeneral |
| Fundraising | 92145 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24020 | BOY |
| EOY | 19589 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1414037 | BOY |
| EOY | 2597593 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 132281 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 84193 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60727 | BOY |
| EOY | 48088 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46171461 | BOY |
| EOY | 51562709 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 639883 | BOY |
| EOY | 647585 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123222 | BOY |
| EOY | 111551 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48433350 | BOY |
| EOY | 54987115 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185 | BOY |
| EOY | 186 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10300 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9905640 | BOY |
| EOY | 12651182 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9916125 | BOY |
| EOY | 12651368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 798000 | BOY |
| EOY | 835757 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37719225 | BOY |
| EOY | 41499990 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38517225 | BOY |
| EOY | 42335747 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48433350 | BOY |
| EOY | 54987115 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3378948 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 439574 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5195509 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28481769 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8490916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3617612 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9232714 | CurrentTaxYear |
| Total | 55018520 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5195509 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28481769 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8490916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3617612 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9232714 | CurrentTaxYear |
| Total | 55018520 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 25597924 | AmountsSubstContributorsTotal |
| Public Support Total170 | 29420596 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 769507 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1916769 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 861235 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 357379 | CurrentTaxYearMinus1Year |
| Current Tax Year | 424354 | CurrentTaxYear |
| Total | 4329244 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 59347764 | TotalSupport |
| Public Support Pertcentage170 | 0.49570 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.54300 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 24 | NumberDAFsHeld |
| Donor Advised Contributions | 837724 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 1648677 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 15456365 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 48142653 | BeginningOfYearBalance |
| Contributions | 13773613 | Contributions |
| Investment Earnings Or Losses | 4961681 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11458001 | GrantsOrScholarships |
| Other Expenditures | -32212 | OtherExpenditures |
| Administrative Expenses | 782507 | AdministrativeExpenses |
| End Of Year Balance | 54669651 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43260828 | BeginningOfYearBalance |
| Contributions | 6379612 | Contributions |
| Investment Earnings Or Losses | 8586478 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9445625 | GrantsOrScholarships |
| Other Expenditures | -4466 | OtherExpenditures |
| Administrative Expenses | 643106 | AdministrativeExpenses |
| End Of Year Balance | 48142653 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50614431 | BeginningOfYearBalance |
| Contributions | 17440916 | Contributions |
| Investment Earnings Or Losses | -12701003 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11552704 | GrantsOrScholarships |
| Other Expenditures | 77930 | OtherExpenditures |
| Administrative Expenses | 462882 | AdministrativeExpenses |
| End Of Year Balance | 43260828 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.95000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25075 | OtherCostOrOtherBasis |
| Depreciation | 4653 | Depreciation |
| Book Value | 20422 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 107206 | OtherCostOrOtherBasis |
| Depreciation | 79540 | Depreciation |
| Book Value | 27666 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 48088 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST | $317,182 |
| AGENCY ENDOWMENTS | $12,333,904 |
| EMPLOYEE W/H 401(K) LOAN | $96 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12651182 | TotalOfAmounts |
| Total Revenue | 15619456 | TotalRevenue |
| Total Expenses | 12240508 | TotalExpenses |
| Excess Or Deficit For Year | 3378948 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3115838 | NetUnrealizedGLOnInvestments |
| Other | -$2,676,264 | OtherAmount |
| Total Adjustments | 439574 | TotalAdjustments |
| Excess Or Deficit Per FS | 3818522 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13882739 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3115838 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 3115838 | RevenueNotRptdF990 |
| Revenue Subtotal | 10766901 | RevenueSubtotal |
| Other Revenues Not Included | 4852555 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4852555 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15619456 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10096429 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10096429 | ExpensesSubtotal |
| Other Expenses Not Included | 2144079 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2144079 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12240508 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | AS A COMMUNITY FOUNDATION, WE PROVIDE DONORS WITH THE ABILITY TO ESTABLISH A 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 XI, LINE 8 - OTHER ADJUSTMENTS: | REVENUE(LOSS) FOR AGENCY ENDOWMENT FUNDS PER SFAS #136 -4,852,555. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 2,144,079. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 32,212. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REVENUE FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 4,852,555. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 2,144,079. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (61 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| ANGELO CIVIC THEATRE | ||||||
| 1936 SHERWOOD WAY | SAN ANGELO | TX | 76901 | 750888979 | 5400 | CULTURAL ARTS |
| ANGELO STATE UNIVERSITY ATHLETIC DEPARTMENT | ||||||
| ASU STATION 10899 | SAN ANGELO | TX | 769090899 | 756002403 | 18123 | EDUCATION |
| ANGELO STATE UNIVERSITY FOUNDATION | ||||||
| ASU STATION 11009 | SAN ANGELO | TX | 76909 | 751585285 | 64000 | EDUCATION |
| ANGELO STATE UNIVERSITY MEAT SCIENCES | ||||||
| ASU STATION 11023 | SAN ANGELO | TX | 76909 | 756002403 | 11600 | EDUCATION |
| BALLINGER CITY PARK BOARD | ||||||
| PO BOX 577 | BALLINGER | TX | 76821 | 756000456 | 10000 | COMMUNITY DEVELOPMENT |
| BAMBERGER RANCH PRESERVE | ||||||
| 2341 BLUE RIDGE DR | JOHNSON CITY | TX | 786364242 | 300041245 | 16000 | COMMUNITY DEVELOPMENT |
| BAPTIST MEMORIAL CENTER | ||||||
| PO BOX 5661 | SAN ANGELO | TX | 76902 | 752755400 | 5770 | RELIGIOUS |
| BEACON TO THE FUTURE FUND | ||||||
| C/O SAN ANGELO AREA FOUNDATION | SAN ANGELO | TX | 76901 | 731634145 | 25000 | COMMUNITY DEVELOPMENT |
| BOY SCOUTS OF AMERICA-CONCHO VALLEY COUNCIL INC | ||||||
| PO BOX 1584 | SAN ANGELO | TX | 76902 | 750800617 | 11500 | YOUTH DEVELOPMENT |
| BOYS & GIRLS CLUB OF SAN ANGELO INC | ||||||
| PO BOX 107 | SAN ANGELO | TX | 76902 | 751216481 | 22000 | YOUTH DEVELOPMENT |
| CONCHO PAWS INC | ||||||
| 5841 GRAPE CREEK RD | SAN ANGELO | TX | 76901 | 204165740 | 15000 | HUMAN SERVICES |
| CONCHO VALLEY COUNCIL - BOY SCOUTS OF AMERICA | ||||||
| PO BOX 1584 | SAN ANGELO | TX | 76902 | 751609328 | 10600 | YOUTH DEVELOPMENT |
| CONCHO VALLEY HOME FOR GIRLS | ||||||
| PO BOX 3772 | SAN ANGELO | TX | 76902 | 237102643 | 38500 | YOUTH DEVELOPMENT |
| ROTARY HOUSE OF HOPE | ||||||
| 2201 SHERWOOD WAY STE 205 | SAN ANGELO | TX | 76901 | 731634145 | 140401 | HUMAN SERVICES |
| CORNERSTONE CHRISTIAN SCHOOL | ||||||
| 1502 N JEFFERSON | SAN ANGELO | TX | 76901 | 752123230 | 1501000 | EDUCATION |
| CORNERSTONE CHRISTIAN SCHOOL FOUNDATION | ||||||
| PO BOX 2540 | SAN ANGELO | TX | 76902 | 752964767 | 46300 | EDUCATION |
| CORNERSTONE CHRISTIAN SCHOOL TUITION ASSISTANCE FUND | ||||||
| C/O SAN ANGELO AREA FOUNDATION | SAN ANGELO | TX | 76901 | 752964767 | 20000 | EDUCATION |
| FAMILY MATTERS | ||||||
| SUITE A-120 | SCOTTSDALE | AZ | 85254 | 860439625 | 200000 | HUMAN SERVICES |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| PO BOX 60188 | SAN ANGELO | TX | 769060188 | 237000363 | 10000 | RELIGIOUS |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 32 NORTH IRVING | SAN ANGELO | TX | 76903 | 750904033 | 183000 | RELIGIOUS |
| FIRST UNITED METHODIST CHURCH | ||||||
| 37 E BEAUREGARD | SAN ANGELO | TX | 76903 | 756001559 | 6000 | RELIGIOUS |
| GIRL SCOUTS OF CENTRAL TEXAS-EL CAMINO PROGRAM CENTER | ||||||
| 304 W AVE A | SAN ANGELO | TX | 76903 | 751162671 | 5700 | YOUTH DEVELOPMENT |
| HOUSE OF FAITH-SAN ANGELO | ||||||
| 321 MONTECITO DR | SAN ANGELO | TX | 76903 | 742694406 | 48750 | RELIGIOUS |
| HUMANE SOCIETY OF TOM GREEN COUNTY | ||||||
| 910 W 14TH ST | SAN ANGELO | TX | 76903 | 756030459 | 5000 | HUMAN SERVICES |
| J P W LEARNING CENTER | ||||||
| 403 W WASHINGTON DR | SAN ANGELO | TX | 76903 | 752066135 | 6000 | EDUCATION |
| SAN ANGELO PERFORMING ARTS CENTER FUND | ||||||
| 2201 SHERWOOD WAY STE 205 | SAN ANGELO | TX | 76901 | 731634145 | 16100 | CULTURAL ARTS |
| LA ESPERANZA CLINIC INC | ||||||
| 2029 W BEAUREGARD | SAN ANGELO | TX | 76901 | 742699762 | 180000 | HUMAN SERVICES |
| MARANATHA CHURCH OF GOD IN CHRIST | ||||||
| 85 E 20TH ST | SAN ANGELO | TX | 76903 | 752944339 | 26000 | RELIGIOUS |
| MEALS FOR THE ELDERLY | ||||||
| 310 E HOUSTON HARTE | SAN ANGELO | TX | 76903 | 510159134 | 26250 | HUMAN SERVICES |
| MINISTERIAL ALLIANCE OF SAN ANGELO | ||||||
| PO BOX 5901 | SAN ANGELO | TX | 76902 | 830462378 | 20000 | RELIGIOUS |
| MOSAIC | ||||||
| 5191 S BRYANT BLVD | SAN ANGELO | TX | 76904 | 113669999 | 6000 | CULTURAL ARTS |
| NEW BEGINNINGS ANIMAL RESCUE | ||||||
| 7043 S US HWY 277 | SAN ANGELO | TX | 76904 | 800593630 | 15000 | HUMAN SERVICES |
| STERLING CITY EDUCATION FOUNDATION | ||||||
| 700 7TH ST | STERLING CITY | TX | 76951 | 262629521 | 15000 | EDUCATION |
| OMS INTERNATIONAL | ||||||
| PO BOX A | GREENWOOD | IN | 46142 | 346555963 | 10000 | RELIGIOUS |
| PAULANN BAPTIST CHURCH | ||||||
| 2531 SMITH ROAD | SAN ANGELO | TX | 76905 | 752130573 | 7500 | RELIGIOUS |
| REBUILDING TOGETHER - SAN ANGELO INC | ||||||
| 138 W CONCHO AVE | SAN ANGELO | TX | 76903 | 752285070 | 11172 | HUMAN SERVICES |
| SAMARITAN PASTORAL COUNSELING CENTER | ||||||
| 242 N MAGDALEN | SAN ANGELO | TX | 76903 | 751561599 | 43000 | RELIGIOUS |
| SAN ANGELO AREA FOUNDATION | ||||||
| 2201 SHERWOOD WAY SUITE 205 | SAN ANGELO | TX | 76901 | 731634145 | 116875 | COMMUNITY DEVELOPMENT |
| SAN ANGELO CIVIC BALLET | ||||||
| PO BOX 5092 | SAN ANGELO | TX | 76902 | 751895746 | 18200 | CULTURAL ARTS |
| SAN ANGELO CULTURAL AFFAIRS | ||||||
| PO BOX 2477 | SAN ANGELO | TX | 76902 | 751620538 | 10000 | CULTURAL ARTS |
| SAN ANGELO DAY NURSERY | ||||||
| 619 JULIAN ST | SAN ANGELO | TX | 76903 | 750968319 | 21350 | HUMAN SERVICES |
| SAN ANGELO MUSEUM OF FINE ARTS | ||||||
| 1 LOVE STREET | SAN ANGELO | TX | 76903 | 751776765 | 24800 | CULTURAL ARTS |
| SAN ANGELO PERFORMING ARTS CENTER FUND (SAPAC) | ||||||
| 2201 SHERWOOD WAY STE 205 | SAN ANGELO | TX | 76901 | 731634145 | 15688 | CULTURAL ARTS |
| SAN ANGELO SYMPHONY | ||||||
| PO BOX 5922 | SAN ANGELO | TX | 76902 | 756003857 | 28000 | CULTURAL ARTS |
| SCHREINER UNIVERSITY | ||||||
| OFFICE OF ADV PUBLIC AFFAIR | KERRVILLE | TX | 780285697 | 741193459 | 10000 | EDUCATION |
| ST JOHN'S UCC PENNTOWN | ||||||
| 8917 EAST COUNTRY RD 1300 N | SUNMAN | IN | 47041 | 356056884 | 50000 | RELIGIOUS |
| ST LUKE UNITED METHODIST CHURCH | ||||||
| 2781 W AVENUE N | SAN ANGELO | TX | 76904 | 756003908 | 60000 | RELIGIOUS |
| SUTTON COUNTY COMMUNITY TRUST | ||||||
| PO BOX 798 | SONORA | TX | 76950 | 510188766 | 50000 | HUMAN SERVICES |
| TEXAS A&M UNIVERSITY 12TH MAN FOUNDATION | ||||||
| PO DRAWER L-1 | COLLEGE STATION | TX | 778449101 | 741185725 | 21000 | EDUCATION |
| THE HIVE- BOYS AND GIRLS CLUB OF MENARD | ||||||
| PO BOX 1043 | MENARD | TX | 76859 | 263174725 | 10000 | HUMAN SERVICES |
| THE SALVATION ARMY | ||||||
| PO BOX 589 | SAN ANGELO | TX | 76902 | 900337669 | 37500 | HUMAN SERVICES |
| TOM GREEN COUNTY LIBRARY | ||||||
| 113 W BEAUREGARD | SAN ANGELO | TX | 76903 | 756001184 | 5900 | COMMUNITY DEVELOPMENT |
| TOM GREEN COUNTY LIBRARY FOUNDATION | ||||||
| 113 W BEAUREGARD | SAN ANGELO | TX | 76903 | 262598269 | 6315910 | COMMUNITY DEVELOPMENT |
| UNITED WAY OF THE CONCHO VALLEY | ||||||
| PO BOX 3710 | SAN ANGELO | TX | 76902 | 750859662 | 46500 | HUMAN SERVICES |
| UNITY CHURCH OF SAN ANGELO | ||||||
| 5237 S BRYANT BLVD | SAN ANGELO | TX | 76904 | 756439603 | 6746 | RELIGIOUS |
| UNIVERSITY OF TEXAS | ||||||
| 1 UNIVERSITY STATION | AUSTIN | TX | 78712 | 746000203 | 25000 | EDUCATION |
| WESLEY UMC DAILY BREAD PROGRAM | ||||||
| 301 W 18TH ST | SAN ANGELO | TX | 76903 | 562563807 | 21000 | RELIGIOUS |
| WEST TEXAS BOYS RANCH | ||||||
| 10223 BOYS RANCH ROAD | SAN ANGELO | TX | 76904 | 750954831 | 348109 | YOUTH DEVELOPMENT |
| WEST TEXAS BOYS RANCH FOUNDATION | ||||||
| PO BOX 4077 | SAN ANGELO | TX | 76902 | 752620126 | 614618 | YOUTH DEVELOPMENT |
| WEST TEXAS REHABILITATION CENTER | ||||||
| 3001 S JACKSON | SAN ANGELO | TX | 76904 | 750868320 | 32000 | HUMAN SERVICES |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO | ||||||
| 353 S RANDOLPH ST | SAN ANGELO | TX | 76903 | 750800698 | 65400 | RELIGIOUS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 61 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES. | TypeOfGrant |
| Number Of Recipients | 463 | NumberOfRecipients |
| Amount Of Cash Grant | 586833 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FOUNDATION REQUIRES GRANT RECIPIENTS OF DISCRETIONARY OR PROACTIVE GRANTS TO PROVIDE THEIR PLANS FOR EVALUATION AND IMPACT PRIOR TO ANY FUNDING. IF A GRANT IS APPROVED, EACH EVALUATION AND MONITORING OF A GRANT IS AGREED UPON IN A GRANT AGREEMENT, WHICH PROVIDES FOR FOLLOW-UP SITE VISITS, REPORTS, DOCUMENTATION AND SUBSEQUENT EVALUATION TO ENSURE PROCEEDS FROM THE GRANT WHERE USED ACCORDING TO THE GRANT REQUEST. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 60687 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG FMV DATE OF GIFT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| 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 B, LINE 15 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 3,115,838. REVENUE(LOSS) FOR AGENCY ENDOWMENT FUNDS PER SFAS #136 -4,852,555. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 2,144,079. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 32,212. TOTAL TO FORM 990, PART XI, LINE 5: 439,574. | FORM 990, PART XI, LINE 5: |
| 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 XI, LINE 2C | |
| DESCRIPTION OF VOLUNTEERS | 15 BOARD MEMBERS AND 30 GRANT APPLICATION COMMITTEE MEMBERS | PART I, LINE 6 |
Comments