2022-02-01T11:12:48-08:00 2021-03-31 742619440 BREHM HAVEL & COMPANY LLP 7809 BROADWAY ST SAN ANTONIO TX 78209 990 2020-04-01 454533237 SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND INC SANA 2102255851 PO BOX 200230 SAN ANTONIO TX 78220 CODY DAVENPORT EXEC DIR/CEO 2102255851 2022-02-01 true CODY DAVENPORT 999009999 ARTHUR L CAMPSEY P00066680 2108267000 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z CODY DAVENPORT 723 ATT CENTER PARKWAY SAN ANTONIO TX 78219 12563213 false X www.sarodeo.com X 2011 TX THE SAN ANTONIO LIVESTOCK EXPOSITION EDUCATION FUND, INC. (EDUCATION FUND) WAS FORMED IN 2011 AND RECEIVED IRS APPROVAL AS A NONPROFIT ORGANIZATION IN FEBRUARY 2013. IT WAS FORMED AS A SUPPORTING ORGANIZATION TO SAN ANTONIO LIVESTOCK EXPOSITION, INC (S.A.L.E.) FEDERAL ID# 74-1075466, AND WILL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF S.A.L.E. THE EDUCATION FUND IS INTENDED TO BE A TYPE I SUPPORTING ORGANIZATION, ONE THAT IS OPERATED, SUPERVISED OR CONTROLLED BY A PUBLICLY SUPPORTED ORGANIZATION. 9 9 0 0 5020417 4307362 0 988857 634881 0 6009274 4942243 4644163 4250962 0 0 0 0 418049 256534 5062212 4507496 947062 434747 21621563 23576511 14142530 14066521 7479033 9509990 THE SAN ANTONIO LIVESTOCK EXPOSITION EDUCATION FUND, INC. (EDUCATION FUND) WAS FORMED IN 2011 AND RECEIVED IRS APPROVAL AS A NONPROFIT ORGANIZATION IN FEBRUARY 2013. IT WAS FORMED AS A SUPPORTING ORGANIZATION TO SAN ANTONIO LIVESTOCK EXPOSITION, INC (S.A.L.E.) FEDERAL ID# 74-1075466, AND WILL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF S.A.L.E. THE EDUCATION FUND IS INTENDED TO BE A TYPE I SUPPORTING ORGANIZATION, ONE THAT IS OPERATED, SUPERVISED OR CONTROLLED BY A PUBLICLY SUPPORTED ORGANIZATION. false false 4493621 4250962 DURING THE FISCAL YEAR ENDED MARCH 31, 2015, S.A.L.E. (SAN ANTONIO LIVESTOCK EXPOSITION, INC.) TRANSFERRED CASH, INVESTMENTS AND THE CORRESPONDING SCHOLARSHIP AND GRANT LIABILITY TO THE EDUCATION FUND (SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND, INC.) SUCH THAT IT COULD ADMINISTER AND PAY THE SCHOLARSHIPS AND GRANTS. S.A.L.E. AND THE EDUCATION FUND HAD AN AUDIT PERFORMED OF THE CONSOLIDATED FINANCIAL STATEMENTS FOR THEIR FISCAL YEAR ENDED MARCH 31, 2021. IN THE FISCAL YEAR ENDED MARCH 31, 2021, $4,306,862 WAS TRANSFERRED FROM S.A.L.E. TO THE EDUCATION FUND AS A DONATION. ADDITIONAL SCHOLARSHIPS AND GRANTS OF $4,250,962 (516 RECIPIENTS) WERE AWARDED AS OF MARCH 31, 2021. 4493621 true false false false false false false false false true false true false false false false false false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 1 0 true 0 false false false false false false false 0 false false false false false false false X 9 9 true false false false false true false true true false false true true true true false true false false false X JAMIE BROWN 2102255851 723 ATT CENTER PARKWAY SAN ANTONIO TX 78219 X R KEITH MARTIN 0.00 20.00 0 51124 0 AMY WISE President 2.00 0.00 X 0 0 0 JOE SOULES Vice President 2.00 0.00 X 0 0 0 JOE HUTCHISON Secretary 2.00 0.00 X 0 0 0 MARK COLAW Director 2.00 0.00 X 0 0 0 JOHN HENDERSON Director 2.00 0.00 X 0 0 0 B J HENDLER Director 2.00 0.00 X 0 0 0 DICK EVANS Vice President 2.00 0.00 X 0 0 0 BERT PFIESTER President 2.00 0.00 X 0 0 0 MARK METCALFE Director 2.00 0.00 X 0 0 0 CODY DAVENPORT EXEC DIR/CEO 30.00 50.00 X 0 0 0 51124 0 true false false 0 4307362 4307362 0 525688 525688 0 0 0 7730163 7620970 109193 109193 109193 0 0 0 0 4942243 634881 4250962 4250962 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MANAGEMENT FEE 125000 125000 INVESTMENT FEES AND CHARGES 117659 117659 INSURANCE 12015 12015 LEGAL AND PROFESSIONAL 1860 1860 0 4507496 4493621 13875 0 3592071 2964133 0 0 0 0 0 29794 0 6008 6008 0 11460522 14318007 6562962 6258569 0 0 0 21621563 23576511 9742530 14066521 4400000 14142530 14066521 X 7167689 9180948 311344 329042 7479033 9509990 21621563 23576511 434747 1596210 X X false true X true false X X X 1 SAN ANTONIO LIVESTOCK EXPOSITION 741075466 10 false 0 0 1 0 true false false false false false false false false false false false false false false true false 2563203 63900 147201 2774304 2452889 74856 35458 2563203 2241635 191886 61368 42000 2452889 2166981 49645 40358 15349 2241635 334777 1836152 1407 5355 2166981 0.88140 0.11860 false false false 6258569 4942243 4942243 4942243 4507496 4507496 4507496 Part V, Line 4: Intended uses of the endowment fund. THE INITIAL PRINCIPAL CONTRIBUTION IS PERMANENTLY RESTRICTED AND THE EARNINGS FROM THIS IS TO BE USED TO FUND SCHOLARSHIPS. THE INITIAL CONTRIBUTIONS WERE FOR $229,936. THE BOARD TRANSFERRED THESE FUNDS AND AN ADDITIONAL $1,836,152 DURING THE FISCAL YEAR ENDED 3/31/17 AND CREATED THE KEITH MARTIN ENDOWMENT FUND. THE BALANCE IN THE KEITH MARTIN ENDOWMENT FUND WAS $2,774,304 AS OF MARCH 31, 2021.ALTHOUGH NOT FORMALIZED, THE AGREEMENTS WOULD LIMIT THE EARNINGS FROM THESE ENDOWMENTS TO BE USED TO FUND SCHOLARSHIPS FOR THE POOR AND NEEDY. true ABILENE CHRISTIAN UNIVERSITY ACU BOX 29007 ABILENE TX 79699 750851900 21500 0 SCHOLARSHIPS FOR STUDENTS ALAMO COLLEGES FOUNDATION IN 1819 N MAIN SAN ANTONIO TX 78212 742422589 20000 0 SCHOLARSHIPS FOR STUDENTS ALAMO COMMUNITY COLLEGE DISTR 811 W HOUSTON ST SUITE 240 SAN ANTONIO TX 78204 746002173 25825 0 SCHOLARSHIPS FOR STUDENTS ANGELO STATE UNIVERSITY PO BOX 11015 SAN ANGELO TX 76909 756002403 156363 0 SCHOLARSHIPS FOR STUDENTS BAYLOR UNIVERSITY ONE BEAR PLACE WACO TX 76798 741159753 22261 0 SCHOLARSHIPS FOR STUDENTS BLINN COLLEGE 902 COLLEGE AVE BRENHAM TX 77833 746000400 61125 0 SCHOLARSHIPS FOR STUDENTS CISCO JUNIOR COLLEGE 101 COLLEGE HEIGHTS CISCO TX 76437 751164343 10750 0 SCHOLARSHIPS FOR STUDENTS DALLAS BAPTIST UNIVERSITY 3000 MOUNTAIN CREEK PKWY DALLAS TX 75211 766001300 12500 0 SCHOLARSHIPS FOR STUDENTS LUBBOCK CHRISTIAN UNIVERSITY 5601 19TH ST LUBBOCK TX 79407 750950119 6750 0 SCHOLARSHIPS FOR STUDENTS MCLENNAN COMMUNITY COLLEGE 1400 COLLEGE DR WACO TX 76708 741541260 5750 0 SCHOLARSHIPS FOR STUDENTS MIDWESTERN STATE UNIVERSITY 3410 TAFT BLVD WICHITA FALLS TX 76308 756001738 6250 0 SCHOLARSHIPS FOR STUDENTS OUR LADY OF THE LAKE UNIVERS 411 SW 24TH ST SAN ANTONIO TX 78207 741109631 47500 0 SCHOLARSHIPS FOR STUDENTS PRAIRIE VIEW A&M UNIVERSITY PO BOX 1005 PRAIRIE VIEW TX 77446 746001078 69188 0 SCHOLARSHIPS FOR STUDENTS SAM HOUSTON UNIVERSITY PO BOX 2537 HUNTSVILLE TX 77341 746001430 192744 0 SCHOLARSHIPS FOR STUDENTS SAN ANTONIO BOTANICAL SOCIETY 555 FUNSTON PLACE SAN ANTONIO TX 78209 742178792 11200 0 GENERAL SUPPORT SAN ANTONIO ZPPLOGICAL SOCIET 3903 N ST MARYS ST SAN ANTONIO TX 78212 741323695 10000 0 SAVANNAH COLLEGE OF ART & DES PO BOX 2701 SAVANNAH GA 31402 581357177 14561 0 SCHOLARSHIPS FOR STUDENTS SCHREINER UNIVERSITY 2100 MEMORIAL BLVD KERRVILLE TX 78028 741193459 29514 0 SCHOLARSHIPS FOR STUDENTS SOUTH PLAINS COLLEGE 1401 S COLLEGE AVE LEVELLAND TX 79336 756004667 30125 0 SCHOLARSHIPS FOR STUDENTS SOUTHWESTERN UNIVERSITY 1001 E UNIVERSITY AVE GEORGETOWN TX 78626 741233796 8500 0 SCHOLARSHIPS FOR STUDENTS ST MARYS UNIVERSITY ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 741143128 106878 0 SCHOLARSHIPS FOR STUDENTS STEPHEN F AUSTIN STATE UNIVER 1936 NORTH ST NACOGDOCHES TX 75962 756002514 30625 0 SCHOLARSHIPS FOR STUDENTS SUL ROSS STATE UNIVERSITY PO BOX C-144 ALPINE TX 79832 746000027 105500 0 SCHOLARSHIPS FOR STUDENTS SW TEXAS JUNIOR COLLEGE 2401 GARNER FIELD RD UVALDE TX 78801 746002420 8500 0 SCHOLARSHIPS FOR STUDENTS TARLETON STATE UNIVERSITY 1333 W WASHINGTON STEPHENVILLE TX 76401 756001870 196750 0 SCHOLARSHIPS FOR STUDENTS TEXAS 4-H YOUTH DEVELOP FDN PO BOX 11020 COLLEGE STATION TX 77842 746091147 36500 0 SCHOLARSHIPS FOR STUDENTS & GEN. SU TEXAS A&M FOUNDATION 401 GEORGE BUSH DR COLLEGE STATION TX 77840 742245072 125000 0 GENERAL SUPPORT TEXAS A&M KINGSVILLE 700 UNIVERSITY BLVD KINGSVILLE TX 78363 746001530 73833 0 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY 401 GEORGE BUSH DR COLLEGE STATION TX 77840 746000531 1017595 0 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY AT SA 1450 GILLETTE BLVD SAN ANTONIO TX 78224 264168896 19300 0 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY COMMERCE PO BOX 3011 COMMERCE TX 75429 756001353 15000 0 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY -CORPUS 6300 OCEAN DR CORPUS CHRISTI TX 78412 741760663 22775 0 SCHOLARSHIPS FOR STUDENTS TEXAS AGRILIFE EXTENSION SVC 2147 TAMU COLLEGE STATION TX 77843 746000531 45000 0 GENERAL SUPPORT TEXAS CHRISTIAN UNIVERSITY PO BOX 297011 FORT WORTH TX 76129 750827465 7500 0 SCHOLARSHIPS FOR STUDENTS TEXAS SOUTHERN UNIVERSITY 3100 CLEBURNE ST HOUSTON TX 77004 746001391 6000 0 GENERAL SUPPORT TEXAS STATE UNIVERSITY 601 UNIVERSITY SAN MARCOS TX 78666 746002248 80312 0 SCHOLARSHIPS FOR STUDENTS TEXAS TECH FOUNDATION PO BOX 42123 LUBBOCK TX 79409 756043842 191600 0 GENERAL SUPPORT TEXAS TECH UNIVERSITY SYSTEM PO BOX 41091 LUBBOCK TX 79409 756002622 506004 0 SCHOLARSHIPS FOR STUDENTS THE CULINARY INSTITUTE OF AME 1946 CAMPOUS DRIVE HYDE PARK NY 12538 060653264 48500 0 SCHOLARSHIPS FOR STUDENTS TRINITY UNIVERSITY 715 STADIUM DR SAN ANTONIO TX 78212 741109633 48000 0 SCHOLARSHIPS FOR STUDENTS TSTC FOUNDATION DBA TSTC REG 3801 CAMPUS DR WACO TX 76705 752892470 23500 0 SCHOLARSHIPS FOR STUDENTS TYLER JUNIOR COLLEGE PO BOX 9020 TYLER TX 75711 756002676 7000 0 SCHOLARSHIPS FOR STUDENTS UNIVERSAL TECHNICAL INSTITUTE 721 LOCKHAVEN DR HOUSTON TX 77073 860464001 8000 0 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF DALLAS 1845 E MORTHGATE DR IRVING TX 75062 750926755 12500 0 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF HOUSTON SYSTEM 5000 GULF FWY BLDG I RM 109 HOUSTON TX 77204 746001399 6572 0 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF INCARNATE WORD 4301 BROADWAY SAN ANTONIO TX 78209 741109661 19204 0 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF NORTH TEXAS PO BOX 311370 DENTON TX 76203 756002149 14532 0 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TX - AUSTIN 110 INNER CAMPUS DR STOP K530 AUSTIN TX 78712 746000203 66610 0 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TX FDN INC PO BOX 250 AUSTIN TX 78767 741587488 382375 0 GENERAL SUPPORT & SCHOLARSHIPS UNIVERSITY OF TX-SAN ANTONIO 6900 N LOOP 1604 SAN ANTONIO TX 78249 741717115 77388 0 SCHOLARSHIPS FOR STUDENTS UNIVESRITY OF TX ARLINGTON 701 S NEDDERMAN DR ARLINGTON TX 76019 756000121 9400 0 SCHOLARSHIPS FOR STUDENTS UTHSCSA 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 17486 0 WEST TEXAS A&M UNIVERSITY WTAMU BOX 60939 CANYON TX 79016 756031405 149075 0 SCHOLARSHIPS FOR STUDENTS 15 38 Grantmaker's Description of How Grants are Used THE ORGANIZATION GIVES OUT GRANTS AND SCHOLARSHIPS TO SCHOOLS AND OTHER TAX-EXEMPT ENTITIES TO FURTHER THEIR EXEMPT PURPOSE. THE ORGANIZATION REQUIRES THE AWARDED ENTITIES TO SUBMIT REPORTS RELATED TO THE USAGE OF THE FUNDS RECEIVED, WHICH HELPS IN THE DETERMINATION OF FUTURE AWARDS. true X X X X false true false false false false false false false R KEITH MARTIN 51124 51124 TINA HAYNES OFFICER/OWNER 12015 INSURANCE PURCHASE false Schedule L, Part V Supplemental Information SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF PERSON: TINA HAYNES(B) RELATIONSHIP BETWEEN INTEREST PERSON AND ORGANIZATION: TINA HAYES IS AN OFFICER/OWNER OF SANGER AND ALTGELT INSURANCE AGENCY(D) DESCRIPTION OF THE TRANSACTION: THE EDUCATION FUND/S.A.L.E. HAS PROCURED INSURANCE FROM SANGER AND ALTGELT INSURANCE AGENCY FOR MANY YEARS, AND TINA HAS BEEN AN OFFICER WITH THE EDUCATION FUND AND S.A.L.E. THROUGH THE CURRENT FISCAL YEAR ENDED MARCH 31, 2021. Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et ONE OF THE DIRECTORS IS AN OFFICER/PART OWNER OF A BANK THAT PROVIDES SERVICES FOR THE ORGANIZATION. Form 990, Part VI, Line 11b: Form 990 Review Process THE AUDIT COMMITTEE, A SUB-COMMITTEE OF S.A.L.E.'S FINANCE COMMITTEE/EXECUTIVE COMMITTEE, ALONG WITH SENIOR MANAGEMENT OF S.A.L.E., REVIEWS THE FORM 990, AND ANY RECOMMENDATIONS ARE INCORPORATED IN THE RETURN, FOR WHICH THEY GIVE THEIR FINAL APPROVAL. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts CONFLICT OF INTEREST STATEMENTS ARE CIRCULATED TO THE STAFF AND DIRECTORS EACH YEAR AND ANY CONFLICTING INTERESTS ARE NOTED AND FOLLOWED. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION WILL FURNISH A COPY OF THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON WRITTEN REQUEST. Form 990, Part XII, Line 2: Change of Oversight or Selection Process THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESS PERFORMED BY THE BOARD IN REVIEWING THE AUDIT AND TAX RETURN AND THE SELECTION OF THE AUDITING TEAM. SAN ANTONIO LIVESTOCK EXPOSITION INC SALE - POBOX 200230 SAN ANTONIO TX 78220 741075466 THE EDU. FD IS A SUPPORTING ORG. TO SALE TX 501(C)(3) LINE 10 SAN ANTONIO LIVESTOCK EXPOSITION INC false false false true false false false false false false false false false false true false false false false false SAN ANTONIO LIVESTOCK EXPOSITION INC c 4306862 SAN ANTONIO LIVESTOCK EXPOSITION INC n 125000 ACTUAL TRANSFER