2024-10-24T10:22:02-05:00 2023-12-31 BDO USA 10999 IH-10W Suite 255 San Antonio TX 78230 990 2023-01-01 822798932 SAMF FUND % RICHARD PEREZ SAMF 2106143724 PO BOX 29736 SAN ANTONIO TX 78229 Richard Perez PRESIDENT 2103428000 2024-10-21 true true David G Weeks P00964687 2103428000 2023 2024-10-15 13:58:12Z Richard Perez PO BOX 29736 SAN ANTONIO TX 78229 1119793 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 355092 0 0 290138 414073 288070 335613 578208 1104778 917965 740250 0 0 19692 20791 0 0 0 54578 50466 992235 811507 -414027 293271 16726047 19372053 108193 1776 16617854 19370277 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 740250 740250 San Antonio Medical Foundation, a 501(c)(3) organization, is the beneficiary related to this organization's management of investments and unrelated real estate. 740250 true true 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 RICHARD PEREZ 2106143724 PO BOX 29736 san antonio TX 78229 JAMES R REED PRESIDENT 4.0 36.0 X 0 232130 26370 LISA FRIEL director 1.5 0.0 X X 0 0 0 Harry Schwethelm director 1.5 0.0 X 0 0 0 CONNIE GILBERT director 1.5 0.0 X 0 0 0 LETICIA MOND chair 2.0 0.0 X 0 0 0 DENISE GREEN director 1.5 0.0 X 0 0 0 ELIZABETH CRAWFORD director 1.5 0.0 X 0 0 0 STEPHANIE CHANDLER DIRECTOR 1.5 0.0 X X 0 0 0 BYRON HEPBURN MD DIRECTOR 1.5 0.0 X X 0 0 0 0 232130 26370 0 false true false 0 355092 355092 0 414073 414073 0 0 350628 15015 335613 0 335613 251710 83903 0 0 0 0 0 0 0 0 0 0 0 1104778 251710 497976 740250 740250 0 0 0 0 0 20791 20791 0 0 0 0 0 0 0 0 24180 24180 0 15000 15000 4219 4219 0 0 0 0 0 0 0 0 3395 3395 1935 1935 CONSULTANTS 1600 1600 BANK FEES 137 137 811507 740250 71257 0 200273 459802 0 0 0 0 0 98520 0 0 0 0 0 0 0 0 15000 15000 574169 56199 521365 517970 15989409 18280761 0 0 0 0 0 0 0 0 16726047 19372053 108193 1776 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 108193 1776 X 15391850 17917284 1226004 1452993 16617854 19370277 16726047 19372053 293271 2459152 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1226004 241989 15000 1452993 1482977 -236973 20000 1226004 1302735 195242 15000 1482977 1173654 173581 44500 1302735 1568631 -359977 35000 1173654 0.34800 0.65200 true false 479149 479149 95020 56199 38821 517970 0 0 X 6383861 2459152 2575 2841536 5303263 1080598 24180 24180 1104778 3715738 2575 2925836 2928411 787327 24180 24180 811507 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, 2023 and 2022, no uncertain tax positions have been identified. The Foundation is no longer subject to tax examinations by tax authorities for the years prior to 2020. If applicable, interest and penalties related to uncertain tax positions will be recognized in income tax expense. For the years ended December 31, 2023 and 2022, 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) 199640 COLLABORATIVE GRANTS university of texas at san antonio 1 utsa circle san antonio TX 78249 741717115 501(c)(3) 340896 COLLABORATIVE GRANTS southwest research institute 6220 Culebra Rd San Antonio TX 78238 741070544 501(c)(3) 199714 COLLABORATIVE GRANTS X X false false false false false false false false false JAMES R REED PRESIDENT 232130 26370 258500 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 true false false false false false false false false false true true true false false false