2026-04-08T22:26:37-05:00 2025-12-31 742606559 ADKF PC 9601 MCALLISTER FREEWAY SUITE 800 SAN ANTONIO TX 78216 990 2025-01-01 741366280 SAN ANTONIO MEDICAL FOUNDATION SANA 2106143724 PO BOX 29736 SAN ANTONIO TX 78229 RICHARD PEREZ PRESIDENT 2106143724 2026-04-08 1 JOSEPH A HERNANDEZ P00950841 2108291300 2026-04-08 2025 2025-03-06 01:10:19Z RICHARD PEREZ PO BOX 29736 SAN ANTONIO TX 78229 2163216 0 X SAMEDFOUNDATION.ORG X 1947 TX THE MISSION OF THE SAN ANTONIO MEDICAL FOUNDATION IS TO IMPROVE HEALTH CARE, ADVANCE BIOMEDICAL SCIENCE, AND PROVIDE LEADERSHIP & ACTIVE STEWARDSHIP OF OUR LAND AND OTHER ASSETS. 34 34 2 43 0 0 60725 80152 0 0 -7124 27464 1775851 1822168 1829452 1929784 705345 412735 0 0 478054 431458 0 0 41241 308888 699486 1492287 1543679 337165 386105 8856851 9473568 53891 284503 8802960 9189065 X THE MISSION OF THE SAN ANTONIO MEDICAL FOUNDATION IS TO IMPROVEHEALTH CARE, ADVANCE BIOMEDICAL SCIENCE, AND ENHANCE COMMUNITYWELL-BEING BY PROVIDING LEADERSHIP & ACTIVE STEWARDSHIP OF OUR LANDAND OTHER ASSETS. 0 0 1302727 412735 1893303 THE FOUNDATION PROMOTES AND PROVIDES ASSISTANCE IN THE ESTABLISHMENT, SUPPORT, AND MAINTENANCE OF NOT-FOR-PROFIT HEALTH CARE FACILITIES. IT ALSO PROMOTES AND PROVIDES ASSISTANCE IN HEALTH CARE EDUCATION. ORGANIZATIONS THAT MEET THE ABOVE CRITERIA MAY SUBMIT A LETTER OF INTENT TO THE LAND USE COMMITTEE, WHO RECOMMENDS THE ORGANIZATION TO THE BOARD OF TRUSTEES. THE BOARD OF THE TRUSTEES GRANTS APPROVAL FOR ALL QUALIFIED LAND REQUESTS AND OTHER PROGRAM SERVICE DISBURSEMENTS. DURING 2025, THE ESTIMATED VALUE OF DONATED LEASES FOR MEDICAL ORGANIZATIONS WAS $1,435,803. IN AN EFFORT TO PROMOTE HEALTH AND WELLNESS, A WALKING/JOGGING TRAIL IS AVAILABLE FOR USE BY THE GENERAL PUBLIC. THE HEALTHY KIDS PROJECT IS FOCUSED ON GRADES K-2 BELIEVING THAT IF YOU TEACH THE CHILD EARLY IN LIFE, YOU MAY AFFECT NOT ONLY THE CHILD, BUT THE CHILD'S FAMILY AS WELL. THE PROJECT WAS PRODUCED IN CONJUNCTION WITH KLRN (PUBLIC TELEVISION). THE PROGRAM CONSISTS OF: 1) INTERSTITIALS BETWEEN CHILDREN'S EDUCATIONAL PROGRAMS ON KLRN (THINK COMMERCIALS ON REGULAR TELEVISION), 2) DOWNLOADABLE LESSON PLANS ON THE KLRN WEBSITE FOR USE IN CLASSROOMS, AND 3) DVDS FOR THE CLASSROOM AND HOME LOAN. LESSONS INCLUDE SHORT VIDEOS, SONGS AND CHANTS THAT THE STUDENTS CAN LEARN QUICKLY AND EASILY TO HELP THEM REMEMBER SUCH THINGS AS "DRINK WATER AND ARE AVAILABLE IN BOTH ENGLISH AND SPANISH. INPUT FROM LOCAL EDUCATORS, DIETICIANS AND PHYSICIANS WAS CRITICAL IN DEVELOPING THE CURRICULUM FOR THIS PROJECT. THE PROJECT HAS BEEN DISTRIBUTED AND PROMOTED IN SCHOOL DISTRICTS THROUGHOUT THE LOCAL COMMUNITY. THE LOCAL CHAPTER OF THE UNITED WAY IS ALSO USING IT IN SEVERAL INITIATIVES WITH CHILDREN AND ALSO PARENT GROUPS. THE LESSON PLANS NOT ONLY MEET THE TEXAS EDUCATIONAL CRITERIA BUT HAS ALSO BEEN MODIFIED TO MEET NATIONAL EDUCATIONAL STANDARDS AS WELL. IT HAS BEEN PLACED ON PBS LEARNING MEDIA. THE HEALTHY KIDS PROJECT IS FREE TO EVERYONE. THE SAN ANTONIO MOBILE MENTAL WELLNESS COLLABORATIVE IS THE FIRST OF ITS KIND IN THE NATION. THE COLLABORATIVE IS MADE UP OF SEVERAL NONPROFIT ORGANIZATIONS WHO MAKE IT THEIR MISSION TO BRING THE MUCH-NEEDED MENTAL HEALTH SERVICES OUT OF THE AGENCY AND INTO THE PUBLIC SCHOOL SETTING. IT IS AN UPSTREAM COLLABORATIVE FOCUSING ON PREVENTION SO THAT PUBLIC SCHOOLS DO NOT HAVE TO CONCENTRATE FULLY ON INTERVENTION. IN ORDER FOR THE COLLABORATIVE TO ENSURE THE PARTNERSHIP IS SUCCESSFUL AND CONTINUE TO EXPAND AND REACH MORE CHILDREN AND THEIR FAMILIES, IT NEEDED AN EXECUTIVE DIRECTOR. THE FOUNDATION PROVIDED FUNDS FOR AN EXECUTIVE DIRECTOR'S SALARY AND MAY PROVIDE ADDITIONAL FUNDS BASED ON GROWTH AND EXPANSION IN FUTURE YEARS. 1302727 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 8 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 2106143724 8431 FREDERICKSBURG RD 548 SAN ANTONIO TX 78229 MARIO BARRERA SECRETARY 1.50 X X 0 0 0 STEPHANIE CHANDLER PAST CHAIR 1.50 X X 0 0 0 BYRON HEPBURN MD CHAIR 1.50 X X 0 0 0 GABRIELE NIEDERAUER PHD CHAIR-ELECT 1.50 X X 0 0 0 DENISE GREEN TREASURER 1.50 X X 0 0 0 CHRIS CARMONA DIRECTOR 1.50 X 0 0 0 MARK CARVAJAL DIRECTOR 1.50 X 0 0 0 TAYLOR DAWSON DIRECTOR 1.50 X 0 0 0 NICOLE FOY DIRECTOR 1.50 X 0 0 0 PHYLLIS GALLAY DIRECTOR 1.50 X 0 0 0 BRIGITTA GLICK DIRECTOR 1.50 X 0 0 0 ALAN GRETZINGER DIRECTOR 1.50 X 0 0 0 GEORGE HERNANDEZ DIRECTOR 1.50 X 0 0 0 JOHN HINCHEY MD DIRECTOR 1.50 X 0 0 0 MEREDITH HOWARD DIRECTOR 1.50 X 0 0 0 JELYNNE LEBLANC JAMISON DIRECTOR 1.50 X 0 0 0 BRENDA VICKREY JOHNSON DIRECTOR 1.50 X 0 0 0 MARCEL JOHNSON DIRECTOR 1.50 X 0 0 0 JOHN KEETON DIRECTOR 1.50 X 0 0 0 ROB KILLEN DIRECTOR 1.50 X 0 0 0 SUSAN MCGEE DIRECTOR 1.50 X 0 0 0 JOE MCKINNEY DIRECTOR 1.50 X 0 0 0 LETICIA MOND DIRECTOR 1.50 X 0 0 0 LYSSA OCHOA MD DIRECTOR 1.50 X 0 0 0 GEORGE PEOPLES MD DIRECTOR 1.50 X 0 0 0 DAVE PETERSEN DIRECTOR 1.50 X 0 0 0 PJ PFEIFFER DIRECTOR 1.50 X 0 0 0 RYAN RUMMEL DIRECTOR 1.50 X 0 0 0 BOB SHEMWELL DIRECTOR 1.50 X 0 0 0 ZEKE SILVA MD DIRECTOR 1.50 X 0 0 0 GURPAUL SINGH DIRECTOR 1.50 X 0 0 0 MARY STEPHENSON DIRECTOR 1.50 X 0 0 0 CHRIS TALLEY DIRECTOR 1.50 X 0 0 0 GEORGE WOMMACK DIRECTOR 1.50 X 0 0 0 RICHARD PEREZ PRESIDENT 40.00 X 290640 0 0 KAREN BLANCHETTE DIRECTOR, BOARD AND PUB 40.00 X 147140 0 0 437780 0 0 2 0 1 0 0 80152 80152 27464 27464 1977933 177411 1800522 1800522 1800522 12350 56021 -43671 -43671 OTHER INCOME 900099 65317 65317 65317 1929784 1893303 0 -43671 412735 412735 386365 289774 77273 19318 23625 17718 4725 1182 21468 16101 4294 1073 24572 13186 11386 92337 73870 18467 24024 18018 4805 1201 20352 14246 6106 DONATION EXPENSE 364563 364563 CONSULTANTS 88300 44150 44150 TRUSTEE MEETINGS 40967 32774 8193 OTHER 38779 38779 5592 5592 1543679 1302727 199711 41241 416963 961195 229388 157184 8938830 587702 8203383 8351128 7117 4061 8856851 9473568 41250 0 12641 284503 53891 284503 X 8802960 9189065 8802960 9189065 8856851 9473568 386105 0 X 0 1 X 1 0 X 37550 91850 43575 60725 80152 313852 47028 48436 48921 49790 51083 245258 84578 140286 92496 110515 131235 559110 559110 21772 23436 24625 12992 7578 90403 649513 0.86080 0.83650 X THE SAN ANTONIO MEDICAL FOUNDATION AND ITS BOARD MEMBERS ACTIVELY SEEKCONTRIBUTIONS FROM THE PUBLIC. IT IS GOVERNED BY A BOARD THAT REPRESENTSA CROSS-SECTION OF THE SAN ANTONIO AREA. IN 2009, IT CREATED A 2.2 MILEWALKING AND JOGGING TRAIL WHICH IS AVAILABLE TO THE PUBLIC FOR ITS HEALTHAND WELLNESS. THE TRAIL SERVES APPROXIMATELY 10,000 PEOPLE PER QUARTER.THE HEALTHY KIDS PROJECT IS FOCUSED ON GRADES K-2 BELIEVING THAT IF YOUTEACH THE CHILD EARLY IN LIFE, YOU MAY AFFECT NOT ONLY THE CHILD, BUT THECHILD'S FAMILY AS WELL. THE PROJECT WAS PRODUCED IN CONJUNCTION WITH KLRN(PUBLIC TELEVISION). THE PROGRAM CONSISTS OF: 1) INTERSTITIALS BETWEENCHILDREN'S EDUCATIONAL PROGRAMS ON KLRN (THINK COMMERCIALS ON REGULARTELEVISION), 2) DOWNLOADABLE LESSON PLANS ON THE KLRN WEBSITE FOR USE INCLASSROOMS, AND 3) DVDS FOR THE CLASSROOM AND HOME LOAN. LESSONS INCLUDESHORT VIDEOS, SONGS AND CHANTS THAT THE STUDENTS CAN LEARN QUICKLY ANDEASILY TO HELP THEM REMEMBER SUCH THINGS AS "DRINK WATER AND AREAVAILABLE IN BOTH ENGLISH AND SPANISH. INPUT FROM LOCAL EDUCATORS,DIETICIANS AND PHYSICIANS WAS CRITICAL IN DEVELOPING THE CURRICULUM FORTHIS PROJECT. THE PROJECT HAS BEEN DISTRIBUTED AND PROMOTED IN SCHOOLDISTRICTS THROUGHOUT THE LOCAL COMMUNITY. THE LOCAL CHAPTER OF THE UNITEDWAY IS ALSO USING IT IN SEVERAL INITIATIVES WITH CHILDREN AND ALSO PARENTGROUPS. THE LESSON PLANS NOT ONLY MEET THE TEXAS EDUCATIONAL CRITERIA BUTHAS ALSO BEEN MODIFIED TO MEET NATIONAL EDUCATIONAL STANDARDS AS WELL. ITHAS BEEN PLACED ON PBS LEARNING MEDIA. THE HEALTHY KIDS PROJECT IS FREETO EVERYONE.THE SAN ANTONIO MOBILE MENTAL WELLNESS COLLABORATIVE IS THE FIRST OF ITSKIND IN THE NATION. THE COLLABORATIVE IS MADE UP OF SEVERAL NONPROFITORGANIZATIONS WHO MAKE IT THEIR MISSION TO BRING THE MUCH-NEEDED MENTALHEALTH SERVICES OUT OF THE AGENCY AND INTO THE PUBLIC SCHOOL SETTING. ITIS AN UPSTREAM COLLABORATIVE FOCUSING ON PREVENTION SO THAT PUBLICSCHOOLS DO NOT HAVE TO CONCENTRATE FULLY ON INTERVENTION- IN ORDER FORTHE COLLABORATIVE TO ENSURE THE PARTNERSHIP IS SUCCESSFUL AND CONTINUE TOEXPAND AND REACH MORE CHILDREN AND THEIR FAMILIES, IT NEEDED AN EXECUTIVEDIRECTOR. THE FOUNDATION PROVIDED FUNDS FOR AN EXECUTIVE DIRECTOR'SSALARY AND MAY PROVIDE ADDITIONAL FUNDS BASED ON GROWTH AND EXPANSION INFUTURE YEARS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6540376 6540376 2335258 524506 1810752 63196 63196 0 8351128 X 3637752 1486886 221082 1707968 1929784 0 1929784 3251647 1486886 221082 1707968 1543679 0 1543679 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, 2025 AND 2024, NO UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED. FEDERAL TAX RETURNS FOR THE LAST FOUR YEARS REMAIN SUBJECT TO EXAMINATION. IF APPLICABLE, INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE. FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024, THE FOUNDATION DID NOT RECOGNIZE ANY RELATED INTEREST OR PENALTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT NETTED WITH REVENUE 43,671. RENTAL EXPENSES NETTED WITH REVENUE 177,411. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT NETTED WITH REVENUE 43,671. RENTAL EXPENSES NETTED WITH REVENUE 177,411. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFERS TO SAMF FUND 1 KLRN 501 BROADWAY SAN ANTONIO TX 78215 742461534 0 75000 COMMUNITY HEALTH & EDUCATION COMMITTEE GRANT UT HEALTH SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 0 50000 WELLNESS 360 RESPITE CARE OF SAN ANTONIO INCORPORATED 605 BELKNAP PLACE SAN ANTONIO TX 78212 742467770 0 40000 COMMUNITY HEALTH & EDUCATION COMMITTEE GRANT SLEW CANCER WELLNESS CENTER 12521 NACOGDOCHES RD 104 SAN ANTONIO TX 78217 421580967 0 40000 COMMUNITY HEALTH & EDUCATION COMMITTEE GRANT UT HEALTH SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 0 50000 VETERAN AND CAREGIVER HEALTH PARTNERSHIP THRIVEWELL CANCER FOUNDATION 4383 MEDICAL DRIVE SAN ANTONIO TX 78229 260371270 0 19245 COMMUNITY HEALTH & EDUCATION COMMITTEE GRANT ROY MAAS YOUTH ALTERNATIVES 3103 WEST AVENUE SAN ANTONIO TX 78213 741914638 0 19245 COMMUNITY HEALTH & EDUCATION COMMITTEE GRANT CHILDREN'S BEREAVEMENT CENTER OF SOUTH TX 205 W OLMOS DR SAN ANTONIO TX 78212 742828178 0 19245 COMMUNITY HEALTH & EDUCATION COMMITTEE GRANT MEDICAL CENTER ALLIANCE PO BOX 8278 SAN ANTONIO TX 78209 742892751 0 100000 TO ENHANCE SOUTH TEXAS MEDICAL CENTER PART I, LINE 2: THERE ARE THREE SAN ANTONIO MEDICAL FOUNDATION BOARD MEMBERS WHO SIT ON THE MEDICAL CENTER ALLIANCE BOARD THAT MONITOR THE USE OF THE FUNDS. X 0 0 0 0 0 0 0 0 0 RICHARD PEREZ PRESIDENT 239820 0 21000 0 29820 0 0 0 0 0 290640 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO THE ENTIRE BOARD ELECTRONICALLY FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. IF ANY CONFLICTS ARISE, THEY MUST BE DISCLOSED FULLY AND DOCUMENTED IN THE MINUTES. THE POLICY IS ADMINISTERED AND ENFORCED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE WILL REVIEW APPARENT VIOLATIONS OF THE POLICY AND IF A VIOLATION IS DETERMINED TO HAVE OCCURRED, THE RESULTS AND CONCLUSIONS ARE REFERRED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S COMPENSATION OF THE PRESIDENT IS SUBJECT TO THE REVIEW OF A COMPENSATION COMMITTEE AND IS BASED IN PART ON A COMPENSATION SURVEY/STUDY. THE LAST COMPENSATION REVIEW WAS PERFORMED NOVEMBER 2017. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE UPON REQUEST. THE ANNUAL REPORT IS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE, WWW.SAMEDFOUNDATION.ORG. SAMF FUND PO BOX 29736 SAN ANTONIO TX 78229 822798932 R/E INVEST TX 509 (A)(2) LINE 12A, I N/A 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 SAMF FUND B 364563 FMV