2024-11-06T16:45:13-06:00 2023-12-31 751056027 CONDLEY AND COMPANY LLP PO BOX 2993 ABILENE TX 796042993 990 2023-01-01 731634145 SAN ANGELO AREA FOUNDATION SANA 3259477071 221 S IRVING ST SAN ANGELO TX 76903 MATT LEWIS CEO 3259477071 2024-11-06 1 1 GAYE DAVIS CPA P00277460 3256776251 2024-11-06 2023 2024-10-15 13:58:12Z MATT LEWIS 221 S IRVING ST SAN ANGELO TX 76903 39573804 0 X WWW.SAAFOUND.ORG X 2001 TX MANAGING ENDOWED GIFTS IN ORDER TO MATCH DONOR INTERESTS WITH COMMUNITY NEEDS OF THE AREA. 15 15 7 50 0 0 34883175 17557972 0 0 1603056 7344903 140702 113410 36626933 25016285 11319206 13459436 0 0 832679 969602 0 0 536944 1097730 1004901 13249615 15433939 23377318 9582346 205097187 241441918 62526565 73484256 142570622 167957662 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. 0 0 13823632 13459436 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. 13823632 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MATT LEWIS 3259477071 221 S IRVING ST SAN ANGELO TX 76903 CAMILLE YALE CHAIRMAN 2.00 X X 0 0 0 JAY BOYD VICE CHAIRMAN 2.00 X X 0 0 0 PATRICK SHANNON SECRETARY/TREASURER 2.00 X X 0 0 0 FRED HERNANDEZ PAST CHAIRMAN 2.00 X X 0 0 0 BRADY JOHNSON EXECUTIVE COMMITTEE 2.00 X X 0 0 0 JEFFREY BOZEMAN BOARD MEMBER 2.00 X 0 0 0 JON BAILEY BOARD MEMBER 2.00 X 0 0 0 RONNIE D HAWKINS JR BOARD MEMBER 2.00 X 0 0 0 JAMES HUFFMAN BOARD MEMBER 2.00 X 0 0 0 FLOR LEOS MADERO BOARD MEMBER 2.00 X 0 0 0 SHELLEY NEW BOARD MEMBER 2.00 X 0 0 0 GAYLA THORNTON BOARD MEMBER 2.00 X 0 0 0 JANE RICHARDSON BOARD MEMBER 2.00 X 0 0 0 SHARANDA EL MASRI BOARD MEMBER 2.00 X 0 0 0 DREW WALLACE BOARD MEMBER 2.00 X 0 0 0 MATT LEWIS PRESIDENT & CEO 40.00 X 231080 0 73421 BRIANNE KILLAM FINANCE VP 40.00 X 114000 0 0 JANET KARCHER MARKETING VP 40.00 X 114000 0 0 459080 0 73421 3 0 1 0 B REED CAPITAL DBA CLEARVIEW CUSTOM HOME 1121 S ABE SAN ANGELO TX 76903 CONSTRUCTION ON FORT CONCHO AND CONCHO V 1530087 M&M ERECTORS CONSTRUCTION 603 WEST COLLEGE COLEMAN TX 76834 CONSTRUCTION ON FORT CONCHO AND CONCHO V 558807 MCCREA COMPANY PO BOX 62302 SAN ANGELO TX 76906 CONSTRUCTION ON BUFFALO SOLDIERS MEMORIA 537706 3 17557972 2548846 17557972 6726411 6726411 214178 100768 113410 113410 113410 15075243 14456751 618492 618492 618492 25016285 0 0 7458313 9161509 9161509 4297927 4297927 231080 46216 138648 46216 510000 140000 169000 201000 99069 24894 41127 33048 77155 19387 32030 25738 52298 13141 21711 17446 4500 4500 40086 40086 451470 451470 42329 42329 15025 3776 6238 5011 108186 27184 44912 36090 74825 27867 10022 36936 21617 5432 8974 7211 54612 13723 22671 18218 140427 31742 59634 49051 8804 2212 3655 2937 DUES AND MEMBERSHIPS 34312 8622 14244 11446 BANK CHARGES 8708 4441 4267 15433939 13823632 1073363 536944 7817096 5936616 3704866 1779320 1278 0 8185172 1181826 5473084 7003346 176419809 212529057 11624499 14139496 56555 54083 205097187 241441918 1960 2069 3863773 3922973 58660832 69559214 62526565 73484256 X 2721256 3079859 139849366 164877803 142570622 167957662 205097187 241441918 X 9582346 24331980 -8527286 X X 0 1 X 1 0 X 15529800 10737668 23591568 24391017 12887973 87138026 15529800 10737668 23591568 24391017 12887973 87138026 170828 86967198 5546135 4057704 8630582 5265776 6940589 30440786 117578812 0.73970 0.74460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58 5921854 4272961 25672059 1 1 198644772 17557972 31207943 13459436 -2414247 1392154 234973344 214787387 34883175 -38076238 11319206 333179 1297167 198644772 181843489 23591568 22907787 15765789 -3458000 1247668 214787387 173623862 10737668 12685397 12203474 1817589 1182375 181843489 141151272 15529800 28225978 12027595 1052560 -1796967 173623862 0.50000 0.50000 0 0 222954 222954 2842459 689053 2153406 1132068 257510 874558 263879 235263 28616 3723812 3723812 7003346 LIMITED PARTNERSHIPS 21463 C BENEFICIAL INT IN CHARITABLE REMAINDER TRUSTS 14118033 C 14139496 PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUST 2285292 AGENCY ENDOWMENTS 67015682 DEFERRED COMPENSATION 258240 69559214 X 37265037 24331980 324987 24656967 12608070 451470 11956746 12408216 25016286 14292244 100770 100770 14191474 1242465 1242465 15433939 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 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 100,769. OTHER INCOME 224,218. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS FOR AGENCY ENDOWMENT FUND ON AUDIT PER SFAS 136 11,926,746. MANAGMENT FEE/EXPENSE NETTED 30,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 100,769. ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 760,995. INVESTMENT EXPENSES 451,470. MANAGEMENT FEE/EXPENSE NETTED 30,000. SCHEDULE D, PART VI, LINE 1E CONSTRUCTION IN PROGRESS 1 HANDS OF MERCY CAT SANCTUARY 6042 SAGE HEN CIRCLE SAN ANGELO TX 76905 831718739 501(C)(3) 11672 0 ANIMAL WELFARE CRITTER SHACK RESCUE PO BOX 192 WALL TX 76957 412090330 501(C)(3) 87004 0 ANIMAL WELFARE CONCHO VALLEY PAWS PO BOX 2604 SAN ANGELO TX 76902 756030459 501(C)(3) 143603 0 ANIMAL WELFARE CMC2 RESCUE 165 PENNY LANE ROBERT LEE TX 76945 843459766 501(C)(3) 9280 0 ANIMAL WELFARE SAN ANGELO STOCK SHOW & RODEO ASSOCIATION 200 W 43RD ST SAN ANGELO TX 76903 750871755 501(C)(3) 11210 0 ANIMAL WELFARE CASSIE'S PLACE 2591 FM 584 SAN ANGELO TX 76904 475533888 501(C)(3) 32046 0 ANIMAL WELFARE FORT CONCHO FOUNDATION 630 S OAKES SAN ANGELO TX 76903 751605975 501(C)(3) 26392 0 ARTS & CULTURE FORT CHADBOURNE FOUNDATION 651 FORT CHADBOURNE ROAD BRONTE TX 76933 752804188 501(C)(3) 6394 0 ARTS & CULTURE SAN ANGELO ART CLUB 119 WEST FIRST STREET SAN ANGELO TX 76903 756037393 501(C)(3) 13509 0 ARTS & CULTURE SAN ANGELO BROADWAY ACADEMY YOUTH THEATER PO BOX 1562 SAN ANGELO TX 76902 271832775 501(C)(3) 11457 0 ARTS & CULTURE SAN ANGELO MUSEUM OF FINE ARTS ONE LOVE STREET SAN ANGELO TX 76903 751776765 501(C)(3) 269095 0 ARTS & CULTURE SAN ANGELO PERFORMING ARTS COALITION 82 GILLIS ST SAN ANGELO TX 76903 453031837 501(C)(3) 9891 0 ARTS & CULTURE SAN ANGELO SYMPHONY PO BOX 5922 SAN ANGELO TX 76902 756003857 501(C)(3) 42669 0 ARTS & CULTURE BE THEATRE 82 GILLIS STREET SAN ANGELO TX 76903 471890997 501(C)(3) 15967 0 ARTS & CULTURE SAN ANGELO CHORUS 221 S IRVING ST SAN ANGELO TX 76903 882346852 501(C)(3) 6550 0 ARTS & CULTURE ANGELO CIVIC THEATRE 1936 SHERWOOD WAY SAN ANGELO TX 76901 750888979 501(C)(3) 24147 0 ARTS & CULTURE BALLET SAN ANGELO PO BOX 5092 SAN ANGELO TX 76902 751895746 501(C)(3) 33117 0 ARTS & CULTURE ART IN UNCOMMON PLACES 701 S IRVING SAN ANGELO TX 76903 870777592 501(C)(3) 34300 0 ARTS & CULTURE HERITAGE PARK 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 10412 0 ARTS AND CULTURE JUNIOR LEAGUE OF SAN ANGELO INC PO BOX 3033 SAN ANGELO TX 76902 750878540 501(C)(3) 11974 0 COMMUNITY DEVELOPMENT MENARD PIONEER CEMETERY FUND PO BOX 981 MENARD TX 76859 756377159 501(C)(3) 10000 0 COMMUNITY DEVELOPMENT MENARD COUNTY PO BOX 1038 MENARD TX 76859 756001066 501(C)(3) 7464 0 COMMUNITY DEVELOPMENT CITY OF MENARD PO BOX 145 MENARD TX 76859 756000604 501(C)(3) 7500 0 COMMUNITY DEVELOPMENT CHRISTOVAL COMMUNITY CHAMBER PO BOX 435 CHRISTOVAL TX 76935 742725309 501(C)(3) 6313 0 COMMUNITY DEVELOPMENT ALL-TEX SPLASH PADS 221 S IRVING SAN ANGELO TX 76903 731634145 501(C)(3) 36084 0 COMMUNITY DEVELOPMENT BARROW FOUNDATION 208 TYLER TERRACE SAN ANGELO TX 76905 751550896 501(C)(3) 30000 0 CONSERVATION TEXAS WILDLIFE ASSOCIATION FOUNDATION 6644 FM 1102 NEW BRAUNFELS TX 78132 742605516 501(C)(3) 15000 0 CONSERVATION EATON HILL NATURE CENTER & PRESERVE PO BOX 491 SONORA TX 76950 275011623 501(C)(3) 9898 0 CONSERVATION CRIME STOPPERS OF SAN ANGELO INC 516 W TWOHIG SAN ANGELO TX 76903 752185394 501(C)(3) 17546 0 CRIME PREVENTION CHRISTOVAL VOLUNTEER FIRE DEPARTMENT PO BOX 193 CHRISTOVAL TX 76935 751836206 501(C)(3) 10966 0 DISASTER RELIEF SAN ANGELO AMATEUR RADIO CLUB (SAARC) 5513 STEWART LN SAN ANGELO TX 76904 752305892 501(C)(3) 18296 0 DISASTER RELIEF DOVE CREEK VOLUNTEER FIRE DEPARTMENT 11191 NORTHCROSS LN SAN ANGELO TX 76904 752604196 501(C)(3) 27794 0 DISASTER RELIEF LAURA W BUSH INSTITUTE ASU STATION 11023 SAN ANGELO TX 76909 751585285 501(C)(3) 41395 0 DISEASE SAN ANTONIO 1000 CANCER GENOME PROJECT PO BOX 90166 SAN ANTONIO TX 78209 260371270 501(C)(3) 8000 0 DISEASE THE PEOPLEPLANT CONNECTION 3226 BRIARGROVE LANE SAN ANGELO TX 76904 300588582 501(C)(3) 7781 0 ENVIRONMENT FRIENDS OF FAIRMOUNT CEMETERY PO BOX 3522 SAN ANGELO TX 76902 202651504 501(C)(3) 5008 0 ENVIRONMENTAL FRIENDS OF SAN ANGELO STATE PARK 1734 CALLE SENDERRA SAN ANGELO TX 76904 752786151 501(C)(3) 5991 0 ENVIRONMENTAL LIFE OUTREACH INTERNATIONAL PO BOX 982000 FORT WORTH TX 761828000 752684727 501(C)(3) 15000 0 ENVIRONMENTAL BAMBERGER RANCH PRESERVE 2341 BLUE RIDGE DR JOHNSON CITY TX 78636 300041245 501(C)(3) 12000 0 ENVIRONMENTAL RUST STREET MINISTRIES 803 RUST ST SAN ANGELO TX 76903 752950303 501(C)(3) 97393 0 FOOD, NUTRITION MUSTARD SEED PANTRY 3825 DRIFTWOOD DR SAN ANGELO TX 76904 813945919 501(C)(3) 9401 0 FOOD, NUTRITION SUTTON COUNTY FOOD PANTRY AND RESOURCE CENTER PO BOX 497 SONORA TX 76950 465446589 501(C)(3) 14828 0 FOOD, NUTRITION WESLEY UMC DAILY BREAD PROGRAM 301 W 18TH ST SAN ANGELO TX 76903 562563807 501(C)(3) 59717 0 FOOD, NUTRITION CONCHO VALLEY REGIONAL FOOD BANK 1313 HILL STREET SAN ANGELO TX 76903 751897032 501(C)(3) 151663 0 FOOD, NUTRITION OUMC LOAVES AND FISHES PO BOX 983 OZONA TX 76943 751227807 501(C)(3) 11442 0 FOOD, NUTRITION MEALS FOR THE ELDERLY 310 E HOUSTON HARTE SAN ANGELO TX 76903 510159134 501(C)(3) 214741 0 FOOD, NUTRITION BAPTIST MEMORIALS MINISTRIES 902 N MAIN ST SAN ANGELO TX 76903 752755400 501(C)(3) 20923 0 HEALTH WEST TEXAS REHABILITATION CENTER 3001 S JACKSON SAN ANGELO TX 76904 750868320 501(C)(3) 124421 0 HEALTH LA ESPERANZA CLINIC INC 2029 W BEAUREGARD AVE SAN ANGELO TX 76901 742699762 501(C)(3) 106291 0 HEALTH POSSIBILITIES OF THE CONCHO VALLEY PO BOX 1922 SAN ANGELO TX 76902 842477580 501(C)(3) 13725 0 HEALTH PREGNANCY HELP CENTER OF THE CONCHO VALLEY 2525 SHERWOOD WAY SAN ANGELO TX 76901 752381411 501(C)(3) 152640 0 HEALTH CURA BRASIL 2415 W AVENUE K SAN ANGELO TX 76901 455386488 501(C)(3) 13283 0 HEALTH RODNEY FLOYD SPECIAL NEED CHILDREN'S FUND 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 6609 0 HEALTH SUTTON COUNTY HEALTH FOUNDATION PO BOX 18 SONORA TX 76950 043642997 501(C)(3) 17854 0 HEALTH BISHOP STREET RECOVERY RANCH INC 12271 KNICKERBOCKER RD SAN ANGELO TX 76904 811439906 501(C)(3) 10000 0 HEALTH ARTHUR NAGEL CLINIC PO BOX 519 BANDERA TX 78003 770697361 501(C)(3) 10000 0 HEALTH THE HOSPICE OF SAN ANGELO INC 3001 S JACKSON ST SAN ANGELO TX 76904 750868320 501(C)(3) 40911 0 HEALTH SHANNON MEDICAL CENTER - CHILDREN'S MIRACLE NETWORK 120 E HARRIS AVE SAN ANGELO TX 76903 752559845 501(C)(3) 16071 0 HEALTH BUFFALO SOLDIERS MEMORIAL FUND 221 S IRVING ST SAN ANGELO TX 76903 731634145 501(C)(3) 9005 0 HISTORIC PRESERVATION ICD BRIDGES PO BOX 5018 SAN ANGELO TX 76902 751584080 501(C)(3) 27030 0 HOUSING/SHELTER HABITAT FOR HUMANITY 401 NORTH CHADBOURNE SAN ANGELO TX 76903 752532858 501(C)(3) 20546 0 HOUSING/SHELTER GALILEE COMMUNITY DEVELOPMENT CORPORATION 39 BUICK STREET SAN ANGELO TX 76901 752865891 501(C)(3) 52621 0 HOUSING/SHELTER PRESBYTERIAN CHILDREN'S HOME PO BOX 140888 AUSTIN TX 787179981 750818172 501(C)(3) 50000 0 HUMAN SERVICES KEEPERS OF HOPE PO BOX 3703 SAN ANGELO TX 76902 833749691 501(C)(3) 17009 0 HUMAN SERVICES SONRISAS THERAPEUTIC RIDING INC PO BOX 1093 SAN ANGELO TX 76902 752173731 501(C)(3) 23148 0 HUMAN SERVICES SENIOR LIFE MINISTRIES 819 RUST ST SAN ANGELO TX 76903 825466748 501(C)(3) 14635 0 HUMAN SERVICES RAINBOW ROOM 622 S OAKS AVE STE L SAN ANGELO TX 76903 201429140 501(C)(3) 9168 0 HUMAN SERVICES THE SALVATION ARMY 34 W 3RD ST SAN ANGELO TX 76903 580660607 501(C)(3) 66756 0 HUMAN SERVICES SAN ANGELO LIONS CHARITIES 27 W CONCHO SAN ANGELO TX 76903 752532455 501(C)(3) 8405 0 HUMAN SERVICES MIGHTY WATERS PO BOX 61272 SAN ANGELO TX 76906 831955362 501(C)(3) 5376 0 HUMAN SERVICES SAN ANGELO EARLY CHILDHOOD CENTER 619 JULIAN ST SAN ANGELO TX 76903 750968319 501(C)(3) 27277 0 HUMAN SERVICES OPEN ARMS RAPE CRISIS CENTER & LGBT SERVICES 113 N HARRISON ST SAN ANGELO TX 76901 752398422 501(C)(3) 9154 0 HUMAN SERVICES OPERATION WARMHEART 315 TRS BLDG 530 SAN ANGELO TX 76908 475237982 501(C)(3) 6682 0 HUMAN SERVICES WEST TEXAS COUNSELING & GUIDANCE 36 E TWOHIG 6TH FLOOR SAN ANGELO TX 76903 751561599 501(C)(3) 372995 0 HUMAN SERVICES MATTAW MINISTRIES PO BOX 8495 WACO TX 76714 271796549 501(C)(3) 6245 0 HUMAN SERVICES AGUA PARA TODOS-WATER FOR ALL INTERNATIONAL PO BOX 1213 SAN ANGELO TX 76902 264772402 501(C)(3) 48551 0 HUMAN SERVICES HEIFER PROJECT INTERNATIONAL INC 1 WORLD AVENUE LITTLE ROCK AR 72202 351019477 501(C)(3) 18600 0 HUMAN SERVICES EZRA VISION MINISTRIES INC 5073 PECAN RIDGE DR STE 100 SAN ANGELO TX 76904 464196380 501(C)(3) 7788 0 HUMAN SERVICES CHILDREN'S BED PROJECT 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 14707 0 HUMAN SERVICES ALCOHOL & DRUG ABUSE COUNCIL FOR THE CONCHO VALLEY PO BOX 3805 SAN ANGELO TX 76902 751609328 501(C)(3) 32652 0 HUMAN SERVICES AMBLESIDE SCHOOLS INTERNATIONAL PO BOX 2976 FREDERICKSBURG TX 78624 203315666 501(C)(3) 7496 0 HUMAN SERVICES GROWING GARDEN CITIES INC PO BOX 60662 SAN ANGELO TX 76906 872296221 501(C)(3) 5334 0 HUMAN SERVICES CONCHO VALLEY HOME FOR GIRLS PO BOX 3772 SAN ANGELO TX 76902 237102643 501(C)(3) 51172 0 HUMAN SERVICES CONCHO VALLEY TURNING POINT INC 528 E HIGHLAND SAN ANGELO TX 76903 320292036 501(C)(3) 89611 0 HUMAN SERVICES BISHOP STREET BOOTCAMP RANCH PO BOX 9 KNICKERBOCKER TX 76939 811439906 501(C)(3) 70040 0 HUMAN SERVICES CHRISTIANS IN ACTION INC 1505 S CHADBOURNE SAN ANGELO TX 76903 751776646 501(C)(3) 42522 0 HUMAN SERVICES F VOSBURG HALL JR & MARYLOU HALL CHILDREN'S CRISIS FOUNDATION PO BOX 61063 SAN ANGELO TX 769061063 756260350 501(C)(3) 75000 0 HUMAN SERVICES ARMS OF HOPE 21300 HWY 16 NORTH MEDINA TX 78055 510416193 501(C)(3) 100000 0 HUMAN SERVICES CHILDREN'S ADVOCACY CENTER OF GREATER WEST TEXAS INC POBOX 5195 SAN ANGELO TX 76902 752401001 501(C)(3) 740223 0 HUMAN SERVICES CONCHO VALLEY MEDICAL MISSIONS 120 TYLER TERRACE SAN ANGELO TX 76905 822868057 501(C)(3) 9280 0 HUMAN SERVICES FRESH START MINISTRIES OF SAN ANGELO PO BOX 3653 SAN ANGELO TX 76902 814528010 501(C)(3) 18081 0 HUMAN SERVICES TOM GREEN COUNTY LIBRARY 33 W BEAUREGARD SAN ANGELO TX 76903 756001184 501(C)(3) 307001 0 LIBRARIES, LIBRARY SCIENCE MHMR CONCHO VALLEY 1501 W BEAUREGARD SAN ANGELO TX 76901 751251523 501(C)(3) 13696 0 MENTAL HEALTH SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 769036421 731634145 501(C)(3) 153648 0 PHILANTHROPY CONGREGATION BETH ISRAEL 2708 TANGLEWOOD DR SAN ANGELO TX 76904 756188122 501(C)(3) 8453 0 RELIGION YOUNG LIFE - SAN ANGELO AREA # TX-102 PO BOX 2123 DACULA GA 300190036 840385934 501(C)(3) 10982 0 RELIGION CHRISTIAN SCIENCE SOCIETY OF SAN ANGELO 3306 LOOP 306 SAN ANGELO TX 76904 756037047 501(C)(3) 20000 0 RELIGION CATHOLIC OUTREACH SERVICES OF SAN ANGELO 410 N CHADBORNE SAN ANGELO TX 76903 752359744 501(C)(3) 40998 0 RELIGION ST JOHN'S LUTHERAN CHURCH 1100 W PARSONAGE ST WINTERS TX 79567 751495319 501(C)(3) 32338 0 RELIGION CALVARY EPISCOPAL CHURCH PO BOX 863 MENARD TX 76859 742310262 501(C)(3) 10000 0 RELIGION SOUTHWEST SCHOOL OF BIBLE STUDIES 8900 MANCHACA ROAD AUSTIN TX 78748 742257048 501(C)(3) 51000 0 RELIGION CROSSVILLE CHURCH OF CHRIST PO BOX 211 CROSSVILLE TN 38557 621235763 501(C)(3) 10000 0 RELIGION ST PAUL PRESBYTERIAN CHURCH 11 NORTH PARK ST SAN ANGELO TX 76901 750843188 501(C)(3) 40806 0 RELIGION STERLING CITY FIRST UNITED METHODIST PRE-SCHOOL PO BOX 311 STERLING CITY TX 76951 751529785 501(C)(3) 28712 0 RELIGION ASU CATHOLIC NEWMAN CENTER 2451 DENA DRIVE SAN ANGELO TX 76904 751086360 501(C)(3) 20442 0 RELIGION APOLOGETICS PRESS 230 LANDMARK DRIVE MONTGOMERY AL 36117 581406077 501(C)(3) 201000 0 RELIGION THROUGH GOD COMES JUSTICE MINISTRY PO BOX 3126 SAN ANGELO TX 76902 752778164 501(C)(3) 21911 0 RELIGION UNITY CHURCH OF SAN ANGELO PO BOX 1972 SAN ANGELO TX 76902 751773780 501(C)(3) 9000 0 RELIGION ANGLICAN CHURCH OF THE GOOD SHEPHERD PO BOX 61698 SAN ANGELO TX 76906 751227498 501(C)(3) 59500 0 RELIGION WORLD VIDEO BIBLE SCHOOL 25 LANTANA LANE MAXWELL TX 786564231 742452538 501(C)(3) 100000 0 RELIGION SIERRA VISTA UNITED METHODIST CHURCH 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 751170261 501(C)(3) 17950 0 RELIGION SAINT JOHNS EPISCOPAL CHURCH PO BOX 1100 SONORA TX 76950 756027934 501(C)(3) 68003 0 RELIGION GUADALUPE VALLEY CHURCH OF CHRIST PO BOX 312136 NEW BRAUNFELS TX 78130 873226547 501(C)(3) 17500 0 RELIGION FIRST CHRISTIAN CHURCH GOD'S 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DEVELOPMENT PROGRAM CIVIL AIR PATROL SAN ANGELO COMPOSITE SQUADRON 11254 MOUNT NEBO RD SAN ANGELO TX 76901 756037853 501(C)(3) 8450 0 YOUTH DEVELOPMENT PROGRAM OZONA COMMUNITY CENTER INC PO BOX 41 OZONA TX 769430041 751897769 501(C)(3) 17564 0 YOUTH DEVELOPMENT PROGRAM GIRL SCOUTS OF CENTRAL TEXAS-EL CAMINO PROGRAM CENTER 304 W AVE A SAN ANGELO TX 76903 741109644 501(C)(3) 5716 0 YOUTH DEVELOPMENT PROGRAM YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN ANGELO 353 S RANDOLPH SAN ANGELO TX 76903 750800698 501(C)(3) 33362 0 YOUTH DEVELOPMENT PROGRAM 155 SCHOLARSHIPS FOR AREA STUDENTS ATTENDING VARIOUS LOCAL COLLEGES AND UNIVERSITIES. 1051 4232216 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 WERE USED ACCORDING TO THE GRANT REQUEST. X 1 1 X X 0 1 0 0 0 0 0 0 0 MATT LEWIS PRESIDENT & CEO 231080 0 0 0 0 0 68621 0 4800 0 304501 0 0 0 SCHEDULE J, LINE I, COLUMN C SCHEDULE J PART I QUESTION 4(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: MATT LEWIS, $54,756 DEFERRED COMPENSATION AND $13,080 EMPLOYER 401K MATCH. X 125 2548846 STOCK MARKET 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B SAAF'S GOVERNING BODY WILL REVIEW THE FORM 990 PRIOR TO ITS ANNUAL FILING. EACH YEAR THE DRAFT OF THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO ALL MEMBERS FOR REVIEW. ANY COMMENTS OR QUESTIONS ARE HANDLED THROUGH THE CEO'S OFFICE AND RESOLVED ACCORDINGLY. ONCE ALL AGREE WITH THE ACCURACY OF THE FORM 990, THE PRESIDENT AND CEO OF SAAF WILL SIGN AND FILE 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 -11,926,746. GRANTS & EXPENSES MADE FROM AGENCY ENDOWMENT FUNDS PER SFAS #136 760,995. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 2,414,247. OTHER - ADMINISTRATIVE FEES 224,218. 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 35 GRANT APPLICATION COMMITTEE MEMBERS.