2023-04-12T08:29:46-05:00 2022-12-31 BDO USA LLP 9901 IH-10 Suite 500 San Antonio TX 78230 990 2022-01-01 822798932 SAMF FUND % JAMES R REED SAMF 2106143724 PO BOX 29736 SAN ANTONIO TX 78229 james reed PRESIDENT 2103428000 2023-04-15 true james reed XXX-XX-XXXX David G Weeks P00964687 2103428000 2 2022 2023-04-26 12:10:37Z james reed PO BOX 29736 SAN ANTONIO TX 78229 2470758 false X N/A X 2017 TX THE PRIMARY ACTIVITY OF SAMF FUND IS TO SUPPORT THE SAN ANTONIO MEDICAL FOUNDATION, A 501(C)(3) ORGANIZATION BY MANAGING ITS INVESTMENTS AND UNRELATED REAL ESTATE. 8 8 0 8 0 0 0 0 0 327864 290138 293252 288070 621116 578208 825121 917965 0 0 18739 19692 0 0 0 49953 54578 893813 992235 -272697 -414027 20494020 16726047 3394 108193 20490626 16617854 THE PRIMARY ACTIVITY IS TO SUPPORT THE SAN ANTONIO MEDICAL FOUNDATION, A 501(C)(3) ORGANIZATION, BY MANAGING ITS INVESTMENTS AND UNRELATED REAL ESTATE. false false 917965 917965 San Antonio Medical Foundation, a 501(c)(3) organization, is the beneficiary related to this organization's management of investments and unrelated real estate. 917965 true false false false false false false false true true false false false false true false true false false false false false false false false false true false true false false false false false false false false false false false false true true false false false false 0 0 0 false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true false false false X JAMES R REED 2106143724 PO BOX 29736 san antonio TX 78229 JAMES R REED PRESIDENT 4.0 36.0 X 0 232130 26370 ray berend director 1.0 0.0 X X 0 0 0 lisa friel director 1.0 0.0 X 0 0 0 Harry Schwethelm director 1.0 0.0 X 0 0 0 connie gilbert director 1.0 0.0 X 0 0 0 LETICIA MOND chair 1.0 0.0 X 0 0 0 denise green director 1.0 0.0 X 0 0 0 elizabeth crawford director 1.0 0.0 X 0 0 0 philip pfeiffer director 1.0 0.0 X 0 0 0 0 232130 26370 0 false true false 0 0 0 355468 355468 0 0 307544 19474 288070 0 288070 216053 72017 1807746 1873076 -65330 -65330 0 0 0 0 0 0 0 0 0 0 578208 216053 427485 917965 917965 0 0 0 0 0 19692 19692 0 0 0 0 0 0 0 0 23978 23978 0 20000 20000 0 3760 3760 0 0 0 0 0 0 0 0 3395 3395 1845 1845 CONSULTANTS 1600 1600 992235 917965 74270 0 X 83865 200273 0 0 0 0 102136 0 0 0 0 0 0 0 0 0 15000 15000 574169 52804 524760 521365 19768259 15989409 0 0 0 0 0 0 0 0 20494020 16726047 3394 108193 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3394 108193 X 19007649 15391850 1482977 1226004 20490626 16617854 20494020 16726047 -414027 -3458745 X false true X true false X X 1 SAN ANTONIO MEDICAL FOUNDATION 741366280 4 true 0 0 1 true false false false false false false false false false false false false false false true false 1482977 -236973 20000 1226004 1302735 195242 15000 1482977 1173654 173581 44500 1302735 1568631 -359977 35000 1173654 1075600 528796 35765 1568631 0.41290 0.58710 true false 479149 479149 95020 52804 42216 521365 0 0 X 3398004 -3458745 2547 6299971 2843773 554231 23977 23977 578208 3827719 2547 2856914 2859461 968258 23977 23977 992235 FORM 990, SCHEDULE D, PART XI, LINE 2d Income from San Antonio Medical Foundation and eliminations from consolidation FORM 990, SCHEDULE D, PART XII, LINE 4b Expenses from San Antonio Medical Foundation and eliminations from consolidation FORM 990, SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT STRATEGIC STUDIES AND THEIR IMPLEMENTATION, SO AS TO IDENTIFY AND PROMOTE HEALTHCARE NEEDS FOR THE CITIZENS OF SAN ANTONIO AND SOUTH TEXAS. THE INVESTMENTS ARE HELD AND MANAGED BY FIDELITY INVESTMENTS. FORM 990, SCHEDULE D, PART X, LINE 2 The Foundation is a not-for-profit, Section 501(c)(3) organization. The Foundation accounts for uncertain tax positions, when applicable, through the provisions of ASC 740-10-25. Under ASC 740-10-25, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not that the position will be sustained. At December 31, 2022 and 2021, no uncertain tax positions have been identified. The Foundation is no longer subject to tax examinations by tax authorities for the years prior to 2019. If applicable, interest and penalties related to uncertain tax positions will be recognized in income tax expense. For the years ended December 31, 2022 and 2021, the Foundation did not recognize any related interest or penalties. true ut health science center san antonio 7703 floyd curl dr mc 7835 San Antonio TX 78229 741717115 501(c)(3) 100000 COLLABORATIVE GRANTS university of texas at san antonio 1 utsa circle san antonio TX 78249 741717115 501(c)(3) 200000 COLLABORATIVE GRANTS southwest research institute 6220 Culebra Rd San Antonio TX 78238 741070544 501(c)(3) 172965 COLLABORATIVE GRANTS Texas Biomedical Research Institute 8715 Military Dr W San Antonio TX 78227 741109630 501(c)(3) 200000 COLLABORATIVE GRANTS Foundation for Advancing Veterans Health Research PO BOX 40512 SAN ANTONIO TX 78229 742522436 501(c)(3) 200000 Collaborative Grant Ronald McDonald House Charities of San Antonio 4847 Charles Katz Dr SAN ANTONIO TX 78229 742140528 501(c)(3) 45000 Grant to help repair & renovate Sid Katz house 3 X X false false false false false false false false false JAMES R REED PRESIDENT 177130 55000 0 26370 0 0 0 258500 0 0 PART VI, SECTION B, LINE 12C In order to determine whether a financial interest of an interested person may result in a conflict of interest, each Trustee, Officer, and committee or task force member having a possible conflict of interest on any matter under consideration at any Meeting of Trustees (as defined in Section III below) must disclose the full nature of the interest to the other Trustees or committee or task force members. If it is determined that a conflict of interest exists, the following procedures shall be used to address the conflict of interest: The interested Trustee(s), Officer(s), or committee or task force member(s) must leave the Meeting of Trustees during the discussion of and the vote on the transaction or arrangement which results in the conflict of interest. Further, if the vote on the transaction or arrangement is deferred to a later date, the interested Trustee(s), Officer(s), or committee or task force member(s) shall not advocate to other Trustees, Officers, or committee or task force members a specific action or decision relating to the transaction or arrangement during the time prior to the date of the vote thereon. If appropriate, a non-interested person, committee, subcommittee or task force shall be appointed by the Board or committee to investigate alternatives to the proposed transaction or arrangement. The non-interested Trustee(s) or committee or task force members, by a majority vote of non-interested Trustees or committee or task force members present, must determine that the transaction or arrangement is in the best interest of Fund and for its own benefit, is fair and reasonable to Fund and, after exercising due diligence, must determine that Fund could not obtain a more materially advantageous transaction or arrangement with reasonable efforts under the circumstances. samf real estate llc PO Box 29736 san antonio TX 78229 re holding co TX 524760 samf fund SAN ANTONIO MEDICAL FOUNDATION PO BOX 29736 SAN ANTONIO TX 78229 741366280 REAL ESTATE TX 501(C)(3) LINE 7 NA false false false false false false false false false false false false false true true true false false false