2021-01-20T07:45:43-08:00 2020-03-31 742619440 BREHM HAVEL & COMPANY LLP 7809 BROADWAY ST SAN ANTONIO TX 78209 990 2019-04-01 454533237 SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND INC SANA 2102255851 PO BOX 200230 SAN ANTONIO TX 78220 CODY DAVENPORT EXEC DIR/CEO 2102255851 2021-01-20 true ARTHUR L CAMPSEY P00066680 2108267000 2019 2022-09-23 18:48:47Z CODY DAVENPORT 723 ATT CENTER PARKWAY SAN ANTONIO TX 78219 16674794 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 4986122 5020417 0 661184 988857 0 5647306 6009274 3639315 4644163 0 0 0 0 239371 418049 3878686 5062212 1768620 947062 21679129 21621563 13844685 14142530 7834444 7479033 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 4870988 4644163 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, 2020. IN THE FISCAL YEAR ENDED MARCH 31, 2020, $5,011,442 WAS TRANSFERRED FROM S.A.L.E. TO THE EDUCATION FUND AS A DONATION. ADDITIONAL SCHOLARSHIPS AND GRANTS OF $4,644,163 (501 RECIPIENTS) WERE AWARDED AS OF MARCH 31, 2020. 4870988 true true false false false false false false false true false true false false true false 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 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 CODY DAVENPORT EXEC DIR/CEO 30.00 50.00 X 0 438406 23829 R KEITH MARTIN 0.00 50.00 0 165416 14958 TINA HAYNES President 2.00 0.00 X 0 0 0 PAT FROST 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 RICHARD M TRES KLEBERG III Director 2.00 0.00 X 0 0 0 KIM MOORE Director 2.00 0.00 X 0 0 0 DICK EVANS Director 2.00 0.00 X 0 0 0 BERT PFIESTER Director 2.00 0.00 X 0 0 0 JAMES F CLINGMAN Director 2.00 0.00 X 0 0 0 603822 38787 0 true true false 0 5020417 5020417 0 565876 565876 0 0 0 11088501 10665520 422981 422981 422981 0 0 0 0 6009274 988857 4644163 4644163 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 SERVICES - EDUCATION FUND 177349 177349 MANAGEMENT FEE 125000 125000 INVESTMENT FEES AND CHARGES 101825 101825 INSURANCE 12015 12015 1860 1860 5062212 4870988 191224 0 3012691 3592071 0 0 0 0 0 0 0 6008 6008 0 11851796 11460522 6761074 6562962 0 0 47560 0 21679129 21621563 9344685 9742530 4500000 4400000 13844685 14142530 X 7527571 7167689 306873 311344 7834444 7479033 21679129 21621563 947062 -1302473 X X false true X true false X X X 1 SAN ANTONIO LIVESTOCK EXPOSITION 741075466 10 true 0 0 1 0 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 2452889 74856 35458 2563203 2241635 191886 61368 42000 2452889 2166981 49645 40358 15349 2241635 334777 1836152 1407 5355 2166981 333772 1005 334777 0.91030 0.08970 false false false 6562962 CURRENT PORTION -SCHOLARSHIPS 4400000 4400000 39315050 -1396768 34702544 33305776 6009274 6009274 37075654 32013442 32013442 5062212 5062212 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 $2,563,203 AS OF MARCH 31, 2020.ALTHOUGH NOT FORMALIZED, THE AGREEMENTS WOULD LIMIT THE EARNINGS FROM THESE ENDOWMENTS TO BE USED TO FUND SCHOLARSHIPS FOR THE POOR AND NEEDY. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 CONSOLIDATED FINANCIAL WITH S.A.L.E. $34702544 Part XII, Line 2d: Other expenses and losses per audited F/S CONSOLIDATED FINANCIAL WITH S.A.L.E. $32013442 true ABILENE CHRISTIAN UNIVERSITY ACU BOX 29007 ABILENE TX 79699 750851900 15500 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 34150 0 SCHOLARSHIPS FOR STUDENTS ANGELINA COLLEGE PO BOX 1768 LUFKIN TX 75902 751244347 6250 0 SCHOLARSHIPS FOR STUDENTS ANGELO STATE UNIVERSITY PO BOX 11015 SAN ANGELO TX 76909 756002403 149854 0 SCHOLARSHIPS FOR STUDENTS BAYLOR UNIVERSITY ONE BEAR PLACE WACO TX 76798 741159753 28869 0 SCHOLARSHIPS FOR STUDENTS BLINN COLLEGE 902 COLLEGE AVE BRENHAM TX 77833 746000400 111075 0 SCHOLARSHIPS FOR STUDENTS CISCO JUNIOR COLLEGE 101 COLLEGE HEIGHTS CISCO TX 76437 751164343 8750 0 SCHOLARSHIPS FOR STUDENTS CLARENDON COLLEGE PO BOX 968 CLARENDON TX 79226 756055652 6250 0 SCHOLARSHIPS FOR STUDENTS DALLAS BAPTIST UNIVERSITY 3000 MOUNTAIN CREEK PKWY DALLAS TX 75211 766001300 11985 0 SCHOLARSHIPS FOR STUDENTS FRANK PHILLIPS COLLEGE PO BOX 5118 BORGER TX 79008 756001630 6250 0 SCHOLARSHIPS FOR STUDENTS GALEN HEALTH INSTITUTE INC 1031 ZORN AVE SUITE 400 LOUISVILLE KY 40207 611140524 7500 0 SCHOLARSHIPS FOR STUDENTS HOLLYCHASE LP DBA AVEDA INST 250 E GRAYSON ST SUITE 101 SAN ANTONIO TX 78215 201446359 9500 0 SCHOLARSHIPS FOR STUDENTS LETOURNEAU UNIVERSITY PO BOX 7001 LONGVIEW TX 75607 751081109 5600 0 SCHOLARSHIPS FOR STUDENTS MCLENNAN COMMUNITY COLLEGE 1400 COLLEGE DR WACO TX 76708 741541260 9500 0 SCHOLARSHIPS FOR STUDENTS MIDWESTERN STATE UNIVERSITY 3410 TAFT BLVD WICHITA FALLS TX 76308 756001738 7500 0 SCHOLARSHIPS FOR STUDENTS NORTH CENTRAL TEXAS COLLEGE 1525 W CALIFORNIA GAINESVILLE TX 76240 751050382 6150 0 SCHOLARSHIPS FOR STUDENTS OUR LADY OF THE LAKE UNIVERS 411 SW 24TH ST SAN ANTONIO TX 78207 741109631 40000 0 SCHOLARSHIPS FOR STUDENTS PRAIRIE VIEW A&M UNIVERSITY PO BOX 1005 PRAIRIE VIEW TX 77446 746001078 80914 0 SCHOLARSHIPS FOR STUDENTS RANGER COLLEGE 1100 COLLEGE CIRCLE RANGER TX 76470 756002296 10775 0 SCHOLARSHIPS FOR STUDENTS SAM HOUSTON UNIVERSITY PO BOX 2537 HUNTSVILLE TX 77341 746001430 175874 0 SCHOLARSHIPS FOR STUDENTS SAN ANTONIO BOTANICAL SOCIETY 555 FUNSTON PLACE SAN ANTONIO TX 78209 742178792 11200 0 GENERAL SUPPORT SAVANNAH COLLEGE OF ART & DES PO BOX 2701 SAVANNAH GA 31402 581357177 7172 0 SCHOLARSHIPS FOR STUDENTS SCHREINER UNIVERSITY 2100 MEMORIAL BLVD KERRVILLE TX 78028 741193459 34012 0 SCHOLARSHIPS FOR STUDENTS SOUTH PLAINS COLLEGE 1401 S COLLEGE AVE LEVELLAND TX 79336 756004667 32000 0 SCHOLARSHIPS FOR STUDENTS SOUTHWESTERN UNIVERSITY 1001 E UNIVERSITY AVE GEORGETOWN TX 78626 741233796 7500 0 SCHOLARSHIPS FOR STUDENTS ST MARYS UNIVERSITY ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 741143128 94946 0 SCHOLARSHIPS FOR STUDENTS STEPHEN F AUSTIN STATE UNIVER 1936 NORTH ST NACOGDOCHES TX 75962 756002514 35986 0 SCHOLARSHIPS FOR STUDENTS SUL ROSS STATE UNIVERSITY PO BOX C-144 ALPINE TX 79832 746000027 96500 0 SCHOLARSHIPS FOR STUDENTS TARLETON STATE UNIVERSITY 1333 W WASHINGTON STEPHENVILLE TX 76401 756001870 191625 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 UNIVERSITY SAN AN 1450 GILLETTE BLVD SAN ANTONIO TX 78224 264168896 16800 0 SCHOLARSHIPS FOR STUDENTS TEXAS A&M FOUNDATION 401 GEORGE BUSH DR COLLEGE STATION TX 77840 742245072 50000 0 GENERAL SUPPORT TEXAS A&M KINGSVILLE 700 UNIVERSITY BLVD KINGSVILLE TX 78363 746001530 45583 0 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERS GALVESTON PO BOX 1675 GALVESTON TX 77553 742125225 8750 0 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY 401 GEORGE BUSH DR COLLEGE STATION TX 77840 746000531 1083684 0 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY COMMERCE PO BOX 3011 COMMERCE TX 75429 756001353 9750 0 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY -CORPUS 6300 OCEAN DR CORPUS CHRISTI TX 78412 741760663 23750 0 SCHOLARSHIPS FOR STUDENTS TEXAS AGRILIFE EXTENSION SVC 2147 TAMU COLLEGE STATION TX 77843 746000531 74300 0 GENERAL SUPPORT TEXAS CHRISTIAN UNIVERSITY PO BOX 297011 FORT WORTH TX 76129 750827465 7500 0 SCHOLARSHIPS FOR STUDENTS TEXAS LUTHERAN UNIVERSITY 1000 WEST COURT ST SEGUIN TX 78155 741109748 5450 0 SCHOLARSHIPS FOR STUDENTS TEXAS STATE UNIVERSITY 601 UNIVERSITY SAN MARCOS TX 78666 746002248 113266 0 SCHOLARSHIPS FOR STUDENTS TEXAS TECH FOUNDATION PO BOX 42123 LUBBOCK TX 79409 756043842 215000 0 GENERAL SUPPORT TEXAS TECH UNIVERSITY SYSTEM PO BOX 41091 LUBBOCK TX 79409 756002622 453229 0 SCHOLARSHIPS FOR STUDENTS THE CULINARY INSTITUTE OF AME 1946 CAMPOUS DRIVE HYDE PARK NY 11538 060653264 50000 0 SCHOLARSHIPS FOR STUDENTS TRINITY UNIVERSITY 715 STADIUM DR SAN ANTONIO TX 78212 741109633 81412 0 SCHOLARSHIPS FOR STUDENTS TSTC FOUNDATION DBA TSTC REG 3801 CAMPUS DR WACO TX 76705 752892470 45375 0 SCHOLARSHIPS FOR STUDENTS TYLER JUNIOR COLLEGE PO BOX 9020 TYLER TX 75711 756002676 6250 0 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF HOUSTON SYSTEM 5000 GULF FWY BLDG I RM 109 HOUSTON TX 77204 746001399 17840 0 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF INCARNATE WORD 4301 BROADWAY SAN ANTONIO TX 78209 741109661 27926 0 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF NORTH TEXAS PO BOX 311370 DENTON TX 76203 756002149 9530 0 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TX - AUSTIN 110 INNER CAMPUS DR STOP K530 AUSTIN TX 78712 746000203 72004 0 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TX FDN INC PO BOX 250 AUSTIN TX 78767 741587488 394750 0 GENERAL SUPPORT & SCHOLARSHIPS UNIVERSITY OF TX-SAN ANTONIO 6900 N LOOP 1604 SAN ANTONIO TX 78249 741717115 74621 0 SCHOLARSHIPS FOR STUDENTS UNIVESRITY OF TX ARLINGTON 701 S NEDDERMAN DR ARLINGTON TX 76019 756000121 10500 0 SCHOLARSHIPS FOR STUDENTS WEATHERFORD COLLEGE 225 COLLEGE PARK DR WEATHERFORD TX 76068 756002862 10500 0 SCHOLARSHIPS FOR STUDENTS WEST TEXAS A&M UNIVERSITY WTAMU BOX 60939 CANYON TX 79016 756031405 142125 0 SCHOLARSHIPS FOR STUDENTS 16 41 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 CODY DAVENPORT EXEC DIR/CEO 338406 100000 17025 6804 462235 R KEITH MARTIN 165416 7500 7458 180374 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, 2020. 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 5011442 ACTUAL TRANSFER SAN ANTONIO LIVESTOCK EXPOSITION INC n 125000 ACTUAL TRANSFER