2021-11-15T16:22:49-06:00 2020-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2020-01-01 477326497 JOHN L SANTIKOS CHARITABLE FOUNDATION JOHN 2102252243 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 LYNDA CABELL CFO AND SVP 2102252243 2021-11-13 1 LYNDA CABELL 999009999 JOSEPHINE BEHREND P00715390 2108286281 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LYNDA CABELL 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 3165004 0 X N/A X 2015 TX THE PRINCIPLE PURPOSES OF THE JOHN L. SANTIKOS CHARITABLE FOUNDATION ARE TO PROVIDE SUPPORT FOR THE SAN ANTONIO AREA FOUNDATION AND TO PROVIDE SUPPORT FOR OTHER CHARITIES WHICH THE SAN ANTONIO AREA FOUNDATION WOULD OTHERWISE SUPPORT. 18 15 898 15 -25162474 0 17358 0 18693099 0 1782000 -34498919 15029453 -2720070 35521910 -37218989 11363116 8283309 0 0 9808080 1446457 0 0 0 16184976 3140244 37356172 12870010 -1834262 -50088999 561731422 496690264 100773158 83619606 460958264 413070658 THE PRINCIPLE PURPOSES OF THE JOHN L. SANTIKOS CHARITABLE FOUNDATION ARE TO PROVIDE SUPPORT FOR THE SAN ANTONIO AREA FOUNDATION AND TO PROVIDE SUPPORT FOR OTHER CHARITIES WHICH THE SAN ANTONIO AREA FOUNDATION WOULD OTHERWISE SUPPORT. 0 0 8283309 8283309 0 THE JOHN L. SANTIKOS CHARITABLE FOUNDATION (JLS CHARITABLE TRUST). A SUPPORTING ORGANIZATION OF THE SAN ANTONIO AREA FOUNDATION (AREA FOUNDATION), HAS BEEN ESTABLISHED BY THE AREA FOUNDATION TO HOLD THE SANTIKOS LEGACY AND MANAGE THE CHARITABLE PURPOSES AND GRANT MAKING ACTIVITIES DICTATED BY THE SANTIKOS LIVING TRUST AGREEMENT. THE JLS CHARITABLE TRUST CONDUCTS CHARITABLE ACTIVITIES THAT WOULD OTHERWISE BE CONDUCTED BY THE AREA FOUNDATION. 2098972 0 0 THE JOHN L. SANTIKOS CHARITABLE FOUNDATION IS THE SOLE MEMBER OF SANTIKOS ENTERPRISES AND VARIOUS THEATER AND NONTHEATER REAL ESTATE COMPANIES. THESE PROPERTIES ARE HELD BY THE JOHN L. SANTIKOS FOUNDATION FOR THE BENEFIT OF THE SAN ANTONIO AREA FOUNDATION. 10382281 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 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 1 1 1 1 0 0 1 139 0 1 898 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 15 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA FL GA MD NM X LYNDA CABELL 2102252243 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 782151285 X ARTHUR ALEX PEREZ-JLSENTERPRISES SECRETARY 2.00 1.00 X X 7375 0 0 JOHN HAYES-JLSENTERPRISES PAST CHAIR 2.00 2.00 X X 21125 0 0 THEODORE THEO GUIDRY II-JLSENTERPR CHAIRMAN 2.00 1.00 X X 7375 0 0 MICHELLE SCARVER-JLS TREASURER 2.00 2.00 X X 0 0 0 JAMES DARRYL BYRD-JLS TRUSTEE 1.00 1.00 X 0 0 0 GEN JAMES TOM HILL-JLS VICE CHAIR 1.00 1.00 X X 0 0 0 LAURA EHRENBERG-CHESLER-JLS TRUSTEE 1.00 1.00 X 0 0 0 LUIS DE LA GARZA-JLS TRUSTEE 1.00 1.00 X 0 0 0 DAVID KOMET-JLS TRUSTEE 1.00 1.00 X 0 0 0 ADENA WILLIAMS LOSTON-JLS TRUSTEE 1.00 1.00 X 0 0 0 BRAD PARMAN-JLS TRUSTEE 1.00 2.00 X 0 0 0 JANE PHIPPS-JLS TRUSTEE 1.00 1.00 X 0 0 0 MARIE SMITH-JLS TRUSTEE 1.00 1.00 X 0 0 0 BRUCE TILLEY-JLS TRUSTEE 1.00 1.00 X 0 0 0 HARRY WOLFF-JLS TRUSTEE 1.00 1.00 X 0 0 0 SARAH HARTE TRUSTEE 1.00 1.00 X 0 0 0 LORENZO GOMEZ III TRUSTEE 1.00 1.00 X 0 0 0 BLAKE HASTINGS TRUSTEE 1.00 1.00 X 0 0 0 MARJORIE FRENCH-SAAFDN PRESIDENT/CEO 8.00 40.00 X 0 367615 17100 REBECCA HELTERBRAND-SAAFDN VP STRATEGY AND INNOVATION (UNTIL 7/24/2020) 4.00 44.00 X 0 120934 13260 LYNDA CABELL-SAAFDN SENIOR VP/CFO 8.00 40.00 X 0 214505 12813 LISA BRUNSVOLD-SAAFDN VP OF DEVELOPMENT AND DONOR SERVICES 4.00 44.00 X 0 160303 20200 ARENDA BURNS-SAAFDN CHIEF ADMINISTRATIVE OFFICER 4.00 44.00 X 0 157641 19872 PATRICIA MEJIA-SAAFDN VP COMMUNITY ENGAGEMENT AND IMPACT 4.00 44.00 X 0 139817 8331 TIM HANDREN- ENTERPRISES CEO 16.00 24.00 X 176934 257077 23298 ROBERT LEHMAN- ENTERPRISES COO 16.00 24.00 X 127750 185614 27314 MICHAEL SCHAUB- ENTERPRISES CFO 16.00 24.00 X 112206 163029 23342 JOSHUA BAILEY- ENTERPRISES CIO 16.00 24.00 X 62062 90173 9654 JENNIFER FERRILL- ENTERPRISES VP RESOURCE MANAGEMENT 16.00 24.00 X 78563 114148 10175 MICHAEL MCCHESNEY- ENTERPRISES VP REAL ESTATE 16.00 24.00 X 76944 111796 13047 ANDREW BROOKS- ENTERPRISES EXECUTIVE DIRECTOR, MARKETING & SALES 16.00 24.00 X 65446 95089 13061 TARA TEMBE- ENTERPRISES DIRECTOR, PROCESS ENGINEERING & INTERNAL AUDIT 16.00 24.00 X 64131 93180 12142 APRIL HANSARD-SAAFDN CONTROLLER 4.00 44.00 X 0 136699 15280 JOHN MILLER- ENTERPRISES FACILITIES DIRECTOR 16.00 24.00 X 63634 92459 12037 TODD HILLIER- ENTERPRISES DIRECTOR, PLANNING & FINANCIAL ANALYTICS 16.00 24.00 X 63280 91944 8085 CHRISTOPHER PRICHARD- ENTERPRISES DIRECTOR, THEATER INTELLIGENCE 1.00 40.00 X 0 118311 10006 EDWIN THOMPSON- ENTERPRISES EXECUTIVE DIRECTOR, THEATER SUPPORT 1.00 40.00 X 0 114045 10271 926825 2824379 279288 18 0 1 0 TRANE COMPANY 9535 BALL STREET SUITE 1100 SAN ANTONIO TX 78217 HVAC EQUIPMENT & CONTRACTING 653437 BABCOCK ROAD 165LTD 6101 HOLIDAY HILL RD MIDLAND TX 79707 GENERAL CONTRACT SERVICES 442462 CLEAN SCAPES - SAN ANTONIO LLC 14067 DUBLIN SQUARE SAN ANTONIO TX 78217 LANDSCAPING SERVICE 283320 RYAN LLC 13155 NOEL ROAD SUITE 100 DALLAS TX 78240 PROFESSIONAL SERVICES-PROPERTY TAX 133672 RSM US LLP 331 W 3RD STREET SUITE 200 DAVENPORT IA 52801 AUDIT & TAX SERVICES 116980 19 696696 119684 577012 3165004 6201251 -3036247 -3036247 -3036247 975 35196590 -35195615 -35195615 -25282158 -9913457 OTHER INCOME 900099 316177 316177 316177 -37218989 0 -25162474 -12056515 8283309 8283309 1205135 1205135 222377 222377 18945 18945 2181748 2181748 135036 135036 143600 143600 451497 451497 2500 2500 58120 58120 37839 37839 30405 30405 24845 24845 STATE AND SALES USE TAX 74654 74654 0 0 12870010 10382281 2487729 0 8457523 3688357 17603137 4224335 444227 602120 205341 533727 2616302 199075 337618164 37010196 312105790 300607968 22151560 12844914 192870345 153966935 5277197 20022833 561731422 496690264 2860799 5660250 2333833 627101 86639963 24408524 8938563 52923731 100773158 83619606 X 460958264 413070658 460958264 413070658 561731422 496690264 X -50088999 -998177 3199570 X X 0 1 X 1 0 X X X 1 SAN ANTONIO AREA FOUNDATION 746065414 7 1 8283309 0 1 8283309 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 458216707 0 -48457200 4191049 5476338 -11264025 411356145 466124012 7566313 -2323445 7516666 5977793 -344286 458216707 469483453 10737056 398311 13549341 945467 466124012 469483453 469483453 0.00000 1.00000 0.00000 0 1 0 7665655 59729347 67395002 29450447 166937009 21407620 174979836 65668669 15035447 50633222 1267603 567129 700474 6899434 6899434 300607968 EQUITY INVESTMENTS 35870883 F INVESTMENT- SANTIKOS THEATERS LLC 118096052 F 153966935 OTHER LIABILITIES 52923731 52923731 X PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR GRANT MAKING PURPOSES IN PERPETUITY. PART X, LINE 2: THE ASC 740 PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX ASSET OR LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. 1 AMERICAN GATEWAYS 314 E HIGHLAND MALL BLVD STE 501 SAN ANTONIO TX 78752 742578266 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES AMERICAN INDIANS IN TEXAS - AT THE SPANISH COLONIAL MISSIONS 1313 GUADALUPE ST SUITE 104 SAN ANTONIO TX 78207 742717029 501(C) 03 41297 N/A N/A FOR GENERAL OPERATING EXPENSES ARTPACE SAN ANTONIO INC 445 NORTH MAIN AVENUE SAN ANTONIO TX 78205 043757857 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES BANDERA COUNTY COMMITTEE ON AGING INC SILVER SAGE 803 BUCK CREEK DR BANDERA TX 78003 742309449 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES BEXAR COUNTY FAMILY JUSTICE CENTER FOUNDATION 126 E NUEVA 2ND FLOOR SAN ANTONIO TX 78204 731723464 501(C) 03 19412 N/A N/A FOR GENERAL OPERATING EXPENSES BIHL HAUS ARTS INC PO BOX 100806 SAN ANTONIO TX 78201 161767852 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES BOY SCOUTS OF AMERICA - ALAMO AREA COUNCIL 2226 NW MILITARY HWY SAN ANTONIO TX 78213 221576300 501(C) 03 5531 N/A N/A FOR GENERAL OPERATING EXPENSES BOYS & GIRLS CLUBS OF SAN ANTONIO 123 RALPH AVENUE SAN ANTONIO TX 78204 741109637 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES CARVER DEVELOPMENT BOARD 226 N HACKBERRY STREET SAN ANTONIO TX 78202 742480343 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES CATHOLIC CHARITIES ARCHDIOCESE OF SAN ANTONIO 202 W FRENCH PL SAN ANTONIO TX 78212 741109743 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES CENTRO CULTURAL AZTLAN 1800 FREDERICKSBURG ROAD SUITE 103 SAN ANTONIO TX 78201 742203515 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES CHILD ADVOCATES SAN ANTONIO 1956 S WW WHITE RD SAN ANTONIO TX 78222 742494625 501(C) 03 49626 N/A N/A FOR GENERAL OPERATING EXPENSES CLASSICAL MUSIC INSTITUTE PO BOX 6846 SAN ANTONIO TX 78209 900398328 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES COMMUNITIES IN SCHOOLS OF SAN ANTONIO INC 1616 E COMMERCE STREET BLDG 1 SAN ANTONIO TX 78205 742393714 501(C) 03 22561 N/A N/A FOR GENERAL OPERATING EXPENSES CONJUNTO HERITAGE TALLER INC PO BOX 10447 SAN ANTONIO TX 78210 141849936 501(C) 03 15000 N/A N/A FOR GENERAL OPERATING EXPENSES CONTEMPORARY ART FOR SAN ANTONIO 116 BLUE STAR SAN ANTONIO TX 78204 742419615 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES DOCTORS WITHOUT BORDERS USA INC 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 133433452 501(C) 03 604200 N/A N/A FOR GENERAL OPERATING EXPENSES ECUMENICAL CENTER FOR RELIGION AND HEALTH 8310 EWING HALSELL DR SAN ANTONIO TX 78229 741587388 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES ELLA AUSTIN COMMUNITY CENTER 1023 NORTH PINE SAN ANTONIO TX 78202 741166908 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES ESPERANZA PEACE AND JUSTICE CENTER 922 SAN PEDRO AVENUE SAN ANTONIO TX 78212 742419582 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES FAMILY INDEPENDENCE INITIATIVE PO BOX 71363 OAKLAND LA 71363 020784790 501(C) 03 100000 N/A N/A FOR GENERAL OPERATING EXPENSES FAMILY SERVICE ASSOCIATION OF SAN ANTONIO INC 702 SAN PEDRO AVENUE SAN ANTONIO TX 78212 741117341 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES FAMILY VIOLENCE PREVENTION SERVICES INC 7911 BROADWAY ST SAN ANTONIO TX 78209 741994151 501(C) 03 49239 N/A N/A FOR GENERAL OPERATING EXPENSES GEMINI SERIES INC 1111 NAVARRO STREET SAN ANTONIO TX 78215 742774094 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES GIRLS ON THE RUN OF BEXAR COUNTY 231 E RHAPSODY SUITE 136 SAN ANTONIO TX 78216 562201835 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES GOOD SAMARITAN CENTER OF SAN ANTONIO 1600 SALTILLO STREET SAN ANTONIO TX 78207 741117340 501(C) 03 9433 N/A N/A FOR GENERAL OPERATING EXPENSES HABITAT FOR HUMANITY OF SAN ANTONIO 311 PROBANDT SAN ANTONIO TX 78204 741897502 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES HEALTHY FUTURES OF TEXAS 2300 W COMMERCE STE 212 SAN ANTONIO TX 78207 205793076 501(C) 03 47845 N/A N/A FOR GENERAL OPERATING EXPENSES HEARTS NEED ART PO BOX 868 HELOTES TX 78023 814724690 501(C) 03 14093 N/A N/A FOR GENERAL OPERATING EXPENSES HOLY REDEEMER CATHOLIC CHURCH 1819 NEVADA STREET SAN ANTONIO TX 78203 741109740 501(C) 03 7593 N/A N/A FOR GENERAL OPERATING EXPENSES INTERNATIONAL ORTHODOX CHRISTIAN CHARITIES INC 110 WEST ROAD SUITE 360 BALTIMORE MD 21204 251679348 501(C) 03 825331 N/A N/A FOR GENERAL OPERATING EXPENSES JUMP START PERFORMANCE COMPANY 710 FREDERICKSBURG ROAD SAN ANTONIO TX 78201 742371461 501(C) 03 13290 N/A N/A FOR GENERAL OPERATING EXPENSES LATCHED SUPPORT INC 8102 MIDCROWN DR WINDCREST TX 78239 822701432 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES LIBRARIES WITHOUT BORDERS 6714 GLEN FAIR SAN ANTONIO TX 78239 680666319 501(C) 03 6290 N/A N/A FOR GENERAL OPERATING EXPENSES LIFE CHANGE CENTERS PO BOX 1094 BOERNE TX 78006 823008564 501(C) 03 8650 N/A N/A FOR GENERAL OPERATING EXPENSES LIFTFUND INC 2007 W MARTIN STREET SAN ANTONIO TX 78207 742712770 501(C) 03 10000 N/A N/A FOR GENERAL OPERATING EXPENSES LUMINARIA PO BOX 120188 SAN ANTONIO TX 78212 263764030 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES MADONNA CENTER INC 1906 CASTROVILLE RD SAN ANTONIO TX 78237 741143119 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES MAGDALENA MINISTRIES INC PO BOX 692041 SAN ANTONIO TX 78269 800251526 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES MARTINEZ STREET WOMEN'S CENTER 801 NORTH OLIVE SAN ANTONIO TX 78202 742934053 501(C) 03 13894 N/A N/A FOR GENERAL OPERATING EXPENSES MEALS ON WHEELS SAN ANTONIO 4306 NW LOOP 410 SAN ANTONIO TX 78229 741948646 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES MEDECINS SANS FRONTIERS USA INC (DOCTORS WITHOUT BORDERS USA) 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 133433452 501(C) 03 221131 N/A N/A FOR GENERAL OPERATING EXPENSES MERCED HOUSING TEXAS 212 WEST LAUREL SAN ANTONIO TX 78212 742740889 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES NATIONAL ASSOCIATION OF LATINO ARTS AND CULTURES 1208 BUENA VISTA STREET SAN ANTONIO TX 78207 742581293 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES NOWCASTSA 600 SOLEDAD ST 6TH FLOOR SAN ANTONIO TX 78205 900585154 501(C) 03 15000 N/A N/A FOR GENERAL OPERATING EXPENSES OASIS INSTITUTE 700 BABCOCK RD SAN ANTONIO TX 78201 262243879 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES PRIDE CENTER SAN ANTONIO INC 147 E MISTLETOE AVE STE 6 SAN ANTONIO TX 78212 274917227 501(C) 03 15000 N/A N/A FOR GENERAL OPERATING EXPENSES PROJECT MEND 5727 W IH 10 SAN ANTONIO TX 78208 742647324 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES RESTORE EDUCATION PO BOX 692338 SAN ANTONIO TX 78269 262966263 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES ROY MAAS' YOUTH ALTERNATIVES INC 3103 WEST AVENUE SAN ANTONIO TX 78213 741914638 501(C) 03 63757 N/A N/A FOR GENERAL OPERATING EXPENSES SLEW INC (SUPPORT LENDING FOR EMOTIONAL WELL-BEING) 12525 NACOGDOCHES RD SUITE 104 SAN ANTONIO TX 78217 421580967 501(C) 03 13729 N/A N/A FOR GENERAL OPERATING EXPENSES SA HEALS 525 ARTHUR ST SAN ANTONIO TX 78202 473092897 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES SAN ANTO CULTURAL ARTS 2120 EL PASO ST SAN ANTONIO TX 78207 742852981 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES SAN ANTONIO BIRTH DOULAS 202 W FRENCH PLACE SAN ANTONIO TX 78212 742927896 501(C) 03 5902 N/A N/A FOR GENERAL OPERATING EXPENSES SAN ANTONIO BOTANICAL GARDEN SOCIETY INC PO BOX 6569 SAN ANTONIO TX 78209 742178792 501(C) 03 125000 N/A N/A FOR GENERAL OPERATING EXPENSES SAN ANTONIO CHRISTIAN DENTAL CLINIC 1 HAVEN FOR HOPE WAY MHMHC BLDG 1 STE 400 SAN ANTONIO TX 78207 742428161 501(C) 03 49071 N/A N/A FOR GENERAL OPERATING EXPENSES SAN ANTONIO FOOD BANK 5200 ENRIQUE M BARRERA PKWY SAN ANTONIO TX 78227 742122979 501(C) 03 56250 N/A N/A FOR GENERAL OPERATING EXPENSES SAN ANTONIO FOR GROWTH ON THE EASTSIDE INC 220 CHESTNUT SAN ANTONIO TX 78202 742876270 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES SAN ANTONIO METROPOLITAN MINISTRY 1919 NW LOOP 410 STE 100 SAN ANTONIO TX 78213 742285793 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES SAY SI 1518 S ALAMO STREET SAN ANTONIO TX 78204 742759456 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES SOMERSET ISD EDUCATION FOUNDATION P O BOX 34 SOMERSET TX 78069 113841532 501(C) 03 5000 N/A N/A FOR GENERAL OPERATING EXPENSES SOUTHWEST OUTREACH FOR OLDER PEOPLE 517 SW MILITARY DRIVE SAN ANTONIO TX 78221 455521039 501(C) 03 11292 N/A N/A FOR GENERAL OPERATING EXPENSES SOUTHWEST SCHOOL OF ART 300 AUGUSTA STREET SAN ANTONIO TX 78205 746068932 501(C) 03 12500 N/A N/A FOR GENERAL OPERATING EXPENSES TEATRO DE ARTES DE JUAN SEGUIN 921 W NEW BRAUNFELS ST SEGUIN TX 78155 742239519 501(C) 03 15000 N/A N/A FOR GENERAL OPERATING EXPENSES TEXAS DIAPER BANK 1803 GRANDSTAND DRIVE 150 SAN ANTONIO TX 78238 742886380 501(C) 03 50000 N/A N/A FOR GENERAL OPERATING EXPENSES TEXAS PUBLIC RADIO 8401 DATAPOINT DRIVE SUITE 800 SAN ANTONIO TX 78229 742559514 501(C) 03 187500 N/A N/A FOR GENERAL OPERATING EXPENSES THE ESPERANZA PEACE AND JUSTICE CENTER 922 SAN PEDRO AVE SAN ANTONIO TX 78212 742419582 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES THE MAGIK THEATRE 420 S ALAMO STREET SAN ANTONIO TX 78205 742707895 501(C) 03 27597 N/A N/A FOR GENERAL OPERATING EXPENSES THRIVE YOUTH CENTER INC 1 HAVEN FOR HOPE WAY SAN ANTONIO TX 78207 471528452 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES TRL PRODUCTIONS 13802 SIENNA COURT SAN ANTONIO TX 78249 811376877 501(C) 03 7239 N/A N/A FOR GENERAL OPERATING EXPENSES UNITED WAY OF SAN ANTONIO & BEXAR COUNTY (MASTERS LEADERSHIP PROGRAM) P O BOX 898 SAN ANTONIO TX 78293 741272381 501(C) 03 6250 N/A N/A FOR GENERAL OPERATING EXPENSES URBAN-15 GROUP 2500 S PRESA SAN ANTONIO TX 78210 742334966 501(C) 03 25000 N/A N/A FOR GENERAL OPERATING EXPENSES UT HEALTH SAN ANTONIO - CENTER FOR MEDICAL HUMANITIES & ETHICS 7703 FLOYD CURL DRIVE MAIL CODE 7835 SAN ANTONIO TX 78229 741587488 501(C) 03 5000 N/A N/A FOR GENERAL OPERATING EXPENSES YOUNG WOMEN'S CHRISTIAN ASSOCIATION 6756 MONTGOMERY DRIVE SAN ANTONIO TX 78239 741143135 501(C) 03 48878 N/A N/A FOR GENERAL OPERATING EXPENSES SAN ANTONIO AREA FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 746065414 501(C) 03 2092260 N/A N/A FOR GENERAL OPERATING EXPENSES CITY EDUCATION PARTNERS 303 PEARL PKWY STE 114 SAN ANTONIO TX 78215 474539590 501(C) 03 2000000 N/A N/A FOR GENERAL OPERATING EXPENSES 76 0 PART I, LINE 2: THE FOUNDATION FIRST VERIFIES THE GRANTEE'S ELIGIBILITY FOR THE GRANTS/ASSISTANCE, INCLUDING 501(C)(3) STATUS OR ITS EQUIVALENT. IN ADDITION, ALL RECIPIENTS THAT RECEIVE A COMPETITIVE GRANT IN EXCESS OF $15,000 ARE REQUIRED TO COMPLETE AN EVALUATION EVERY SIX MONTHS UNTIL THE GRANT FUNDS ARE EXPENDED IN FULL. THE EVALUATIONS ARE REVIEWED BY FOUNDATION STAFF. X X X 0 0 0 0 0 0 0 0 0 TIM HANDREN- ENTERPRISES CEO 79731 115845 89280 129720 7923 11512 3381 4912 6117 8888 186432 270877 0 0 MARJORIE FRENCH-SAAFDN PRESIDENT/CEO 0 367285 0 330 0 0 0 17100 0 0 0 384715 0 0 ROBERT LEHMAN- ENTERPRISES COO 80452 116893 41577 60409 5721 8312 4906 7128 6229 9051 138885 201793 0 0 MICHAEL SCHAUB- ENTERPRISES CFO 66377 96442 37571 54589 8258 11998 3824 5556 5692 8270 121722 176855 0 0 LYNDA CABELL-SAAFDN SENIOR VP/CFO 0 214178 0 327 0 0 0 12813 0 0 0 227318 0 0 JENNIFER FERRILL- ENTERPRISES VP RESOURCE MANAGEMENT 59058 85808 16429 23871 3076 4469 0 0 4148 6027 82711 120175 0 0 MICHAEL MCCHESNEY- ENTERPRISES VP REAL ESTATE 52182 75818 23743 34497 1019 1481 1398 2031 3921 5697 82263 119524 0 0 LISA BRUNSVOLD-SAAFDN VP OF DEVELOPMENT AND DONOR SERVICES 0 159948 0 355 0 0 0 9561 0 10639 0 180503 0 0 ARENDA BURNS-SAAFDN CHIEF ADMINISTRATIVE OFFICER 0 157286 0 355 0 0 0 9233 0 10639 0 177513 0 0 ANDREW BROOKS- ENTERPRISES EXECUTIVE DIRECTOR, MARKETING & SALE 48921 71079 15899 23101 626 909 1398 2031 3927 5705 70771 102825 0 0 TARA TEMBE- ENTERPRISES DIRECTOR, PROCESS ENGINEERING & INTE 45972 66795 14521 21099 3638 5286 1398 2031 3552 5161 69081 100372 0 0 JOHN MILLER- ENTERPRISES FACILITIES DIRECTOR 45879 66661 10373 15072 7382 10726 1398 2031 3509 5099 68541 99589 0 0 TODD HILLIER- ENTERPRISES DIRECTOR, PLANNING & FINANCIAL ANALY 52043 75617 10748 15616 489 711 1398 2031 1898 2758 66576 96733 0 0 JOSHUA BAILEY- ENTERPRISES CIO 46978 68257 14839 21561 245 355 1398 2031 2538 3687 65998 95891 0 0 APRIL HANSARD-SAAFDN CONTROLLER 0 132079 0 4620 0 0 0 8147 0 7133 0 151979 0 0 FORM 990, PART VI, SECTION A, LINE 7A SUCCESSOR TRUSTEES AND NEW TRUSTEES FILLING VACANCY SHALL BE ELECTED BY THE BOARD OF DIRECTORS OF THE AREA FOUNDATION AT A REGULAR OR SPECIAL MEETING OF THE BOARD OF DIRECTORS OF THE AREA FOUNDATION. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD OF TRUSTEES MAY, BUT IS NOT REQUIRED TO, CREATE ANY ONE OR MORE OF THE FOLLOWING COMMITTEES: STANDING COMMITTEES AND SPECIAL COMMITTEES. AT THIS TIME THE ORGANIZATION DOES NOT HAVE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B A DETAILED REVIEW OF THE FORM 990 WAS PERFORMED BY THE SAN ANTONIO AREA FOUNDATION'S AUDIT/FINANCE COMMITTEE. ALL COMMITTEE MEMBERS RECEIVED A COPY OF THE FORM 990. ONCE ACCEPTED BY THE AUDIT/FINANCE COMMITTEE, A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE JOHN L. SANTIKOS CHARITABLE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES ALL MEMBERS OF THE BOARD OF TRUSTEES TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF THEMSELVES AND THEIR FAMILY MEMBERS ON A QUESTIONNAIRE. THE QUESTIONNAIRES ARE REVIEWED FOR CONFLICTS. ANY QUESTIONNAIRES THAT DISCLOSE POTENTIAL CONFLICTS ARE BROUGHT BEFORE THE BOARD OF TRUSTEES FOR REVIEW. NO MEMBER WITH A FINANCIAL CONFLICT SHALL EVALUATE OR VOTE ON ANY MATTER IN WHICH HE OR SHE HAS A FINANCIAL CONFLICT OF INTEREST AND SHALL NOT USE HIS OR HER PERSONAL INFLUENCE WITH OTHER RESPONSIBLE MEMBERS TO APPROVE OR DISAPPROVE ANY ACTION BY THE FOUNDATION RELATED TO THE MATTER. MEMBERS WHO HAVE AN EMOTIONAL CONFLICT OF INTEREST OR AN APPARENT CONFLICT OF INTEREST MAY CONTINUE TO PARTICIPATE IN THE DISCUSSION AND MANY VOTE ON THE MATTER IF NO FINANCIAL CONFLICT OF INTEREST EXISTS PROVIDED THAT THE MEMBER FIRST DISCLOSES HIS OR HER EMOTIONAL OR APPARENT CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 SANTIKOS ENTERPRISES, LLC DOES AN ANNUAL APPRAISAL OF THE CEO THROUGH THE BOARD COMPENSATION COMMITTEE. EACH BOARD MEMBER HAS AN OPPORTUNITY TO PROVIDE FEEDBACK ON THAT FORM AND IT IS AGGREGATED INTO A SINGLE FORM AND PROVIDED TO THE CEO BY THE CHAIR OF THE COMPENSATION COMMITTEE. REGARDING OTHER EXECUTIVE AT SANTIKOS ENTERPRISES LLC, THE CEO PREPARES AN HR ANALYSIS OF EACH JOB DESCRIPTION USING DATA FROM A NATIONAL COMPENSATION PROVIDER. THE CEO DISCUSSES RECOMMENDATIONS FOR SALARY ADJUSTMENTS WITH THE CHAIR OF THE COMPENSATION COMMITTEE. ANNUAL BONUS TARGETS ARE ESTABLISHED AT THE BEGINNING OF THE YEAR AND THEN SCORED IN THE FEBRUARY BOARD MEETING FOLLOWING YEAR END CLOSE. THE COMPENSATION COMMITTEE CHAIR MAKES A RECOMMENDATION TO THE BOARD ON BONUS EVALUATION AND THE BOARD DETERMINES FINAL BONUS CONSIDERATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 7, PART VII, SECTION A: SECTION A INCLUDES TRUSTEES OF THE JOHN L. SANTIKOS CHARITABLE FOUNDATION AND THE SANTIKOS ENTERPRISES, LLC ADVISORY BOARD OF DIRECTORS. THE JOHN L. SANTIKOS CHARITABLE FOUNDATION IS THE SOLE MEMBER OF SANTIKOS ENTERPRISES, LLC, A DISREGARDED ENTITY. TRUSTEES OF THE JOHN L. SANTIKOS CHARITABLE FOUNDATION ARE NOT COMPENSATED BY THE FOUNDATION. SANTIKOS ENTERPRISES LLC'S ADVISORY BOARD OF DIRECTORS ARE COMPENSATED. FORM 990, PART XI, LINE 9: OTHER RECONCILING ITEM -2,714. CHANGE IN VALUE OF PERPETUAL TRUSTS -204,109. BOOK TO TAX DIFFERENCES FROM PASSTHROUGH ENTITY 3,406,393. FORM 990, PART XII, LINE 2C: THE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. THE SAN ANTONIO AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PAGE 4, PART V, LINE 1A: 139 REPORTED IN BOX 3 OF FORM 1096 INCLUDES 137 FROM SANTIKOS ENTERPRISES, LLC AND 2 FROM JOHN L. SANTIKOS CHARITABLE FOUNDATION. THE JOHN L. SANTIKOS CHARITABLE FOUNDATION IS THE SOLE MEMBER OF SANTIKOS ENTERPRISES, LLC. FORM 990, PAGE 5, PART V, LINE 2A: 898 EMPLOYEES REPORTED ON FORM W-3 FILED FOR THE CALENDAR YEAR ARE RELATED TO SANTIKOS ENTERPRISES, LLC. THE JOHN L. SANTIKOS CHARITABLE FOUNDATION IS THE SOLE MEMBER OF SANTIKOS ENTERPRISES, LLC. 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