2021-11-15T15:34:02-06:00 2020-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2020-01-01 201110274 SAN ANTONIO AREA FOUNDATION GROUP RETURN SANA 2102252243 303 PEARL PKWY NO 114 SAN ANTONIO TX 782151285 LYNDA CABELL SENIOR VP AND CFO 2102252243 2021-11-14 1 LYNDA CABELL 999009999 JOSEPHINE BEHREND P00715390 2108286281 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LYNDA CABELL 303 PEARL PKWY NO 114 SAN ANTONIO TX 782151285 33197561 1 1 3910 X WWW.SAAFDN.ORG X 2003 TX TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS, SCHOOLS ON BEHALF OF STUDENTS FOR SCHOLARSHIPS, AND TO INDIVIDUALS FOR TEACHER STIPENDS. 63 62 21 62 23678 20700 11025507 8730681 0 0 3880652 4019796 2983263 1268827 17889422 14019304 10184378 5813183 0 0 1852880 1817732 0 0 141924 3347204 4226212 15384462 11857127 2504960 2162177 122673953 123441637 2680809 2516768 119993144 120924869 X TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS, SCHOOLS ON BEHALF OF STUDENTS FOR SCHOLARSHIPS, AND TO INDIVIDUALS FOR TEACHER STIPENDS. 0 0 9275416 5813183 37497 THE MISSION AND ACCOMPLISHMENTS OF THE ORGANIZATIONS IN THE GROUP RETURN IS AS FOLLOWS:RICHMOND FAMILY FOUNDATION MAKES A GRANT TO A SELECTED SINGLE 501(C)(3) PUBLIC CHARITY TO RECEIVE A MATCHING GRANT.GUNN FAMILY FOUNDATION MAKES GRANTS TO OTHER 501(C)(3) PUBLIC CHARITIES FOR CHARITABLE PURPOSES.WARM SPRINGS FOUNDATION PROVIDES GRANTS TO OTHER 501(C)(3) PUBLIC CHARITIES, PROVIDES GRANTS TO INDIGENT PATIENTS IN NEED OF REHABILITATION, AND PROVIDES A RESOURCE CENTER FOR SUPPORT GROUPS TO MEET.RAPIER EDUCATION FOUNDATION GRANTS COLLEGE SCHOLARSHIPS TO PARTICIPANTS IN BEXAR COUNTY.FRIENDS OF CARVER/ACADEMY PROVIDES GRANTS TO OTHER 501(C)(3) PUBLIC CHARITIES FOR EDUCATION PURPOSES AND PROVIDES SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS. CITY EDUCATION PARTNERS WILL WORK WITH PUBLIC, PRIVATE, AND CHARTER SCHOOL NETWORKS TO PROVIDE HIGH QUALITY EDUCATION IN SAN ANTONIO. CULINARY HEALTH EDUCATION FOR FAMILIES IS A CULINARY HEALTH EDUCATION PROGRAM THAT TEACHES CHILDREN AND FAMILIES BASIC NUTRITION AND PRACTICAL COOKING SKILLS, WITH THE LONG-TERM GOAL OF MOTIVATING INDIVIDUALS AND COMMUNITIES TO ADOPT AND SUSTAIN HEALTHIER EATING HABITS.CHOOSE TO SUCCEED SUPPORTS THE GROWTH OF HIGH-QUALITY SCHOOLS IN SAN ANTONIO THROUGH STRATEGIC INVESTMENTS AND THOUGHT PARTNERSHIP, AND WORKS WITH LOCAL AND NATIONAL ORGANIZATIONS TO DRIVE THE AWARENESS OF AND BROAD PARTICIPATION IN THE HIGH-QUALITY SCHOOL GROWTH INITIATIVES IN SAN ANTONIO.STUDENTS + STARTUPS CONNECTS UNDERGRADUATE STUDENTS WITH SAN ANTONIO COMPANIES FOR INTERNSHIPS.IN-KIND REVENUE RECEIVED DURING THE YEAR:WARM SPRINGS FOUNDATION - $90,000CITY EDUCATION PARTNERS - $528,999CULINARY HEALTH EDUCATION FOR FAMILIES - $200,000CHOOSE TO SUCCEED - $28,956STUDENTS + STARTUPS - $82,000 9275416 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 207 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 63 62 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X LYNDA CABELL 2102252243 303 PEARL PKWY NO 114 SAN ANTONIO TX 782151285 JOHN HAYES - CITY ED PTRNS SECRETARY (UNTIL 12/31/20) 1.00 3.00 X X 0 21125 0 SUZIE MEAD FELDMAN - CHEF PRESIDENT 1.00 X X 0 0 0 DONNA GILGER - CHEF SECRETARY (UNTIL 12/31/20) 1.00 X X 0 0 0 MARIE SMITH - CHEF TREASURER 1.00 2.00 X X 0 0 0 DR SHAYLON RETTIG - CHEF DIRECTOR 1.00 X 0 0 0 WILLIAM S HARTE - CTS DIRECTOR 1.00 X 0 0 0 STEVE LEWIS - CTS CHAIR 1.00 X X 0 0 0 HENRY GONZALEZ III - CTS SECRETARY 1.00 X X 0 0 0 VICTORIA RICO - CTS TREASURER 1.00 X X 0 0 0 GEORGE PEDRAZA - CTS SECRETARY (UNTIL 06/15/20) 1.00 X X 0 0 0 KEN HALLIDAY - CITY ED PTRNS PRESIDENT 1.00 X X 0 0 0 DAVID HARRIS - CITY ED PTRNS DIRECTOR 1.00 X 0 0 0 LIONEL SOSA - CITY ED PTRNS DIRECTOR 1.00 X 0 0 0 JENNA SAUCEDO-HERRERA - CITY ED PTR DIRECTOR 1.00 X 0 0 0 SHARON CROCKETT-RAY - FRIENDS OF CA DIRECTOR 1.00 X 0 0 0 TRACY SHELTON - FRIENDS OF CARVER DIRECTOR 1.00 X 0 0 0 KERRY BENEDICT - FRIENDS OF CARVER DIRECTOR 1.00 X 0 0 0 DANIEL BASSICHIS - FRIENDS OF CARVE TREASURER 1.00 X X 0 0 0 DAVID ROBINSON - FRIENDS OF CARVER PRESIDENT 1.00 X X 0 0 0 DAVID ROBINSON JR - FRIENDS OF CARV SECRETARY 1.00 X X 0 0 0 AMBROSE ROBINSON - FRIENDS OF CARVE VICE PRESIDENT 1.00 X X 0 0 0 ART BAYERN - GUNN FAMILY FDN DIRECTOR 1.00 X 0 0 0 RAYMOND R CARVAJAL - GUNN FAMILY FD DIRECTOR 1.00 X 0 0 0 MARILYN HARRINGTON - GUNN FAMILY FD DIRECTOR 1.00 X 0 0 0 CATHERINE COVITA MORONEY - GUNN FAM DIRECTOR 1.00 X 0 0 0 CURTIS C GUNN - GUNN FAMILY FDN PRESIDENT 1.00 X X 0 0 0 LEE ELLEN GUNN - GUNN FAMILY FDN SECRETARY/TREASURER (UNTIL 12/06/20) 1.00 X X 0 0 0 MARY CATHERINE MOLLY WALDEN - GUNN VICE PRESIDENT 1.00 X X 0 0 0 SHARON CROCKETT-RAY - RAPIER ED FDN SECRETARY 1.00 X X 0 0 0 SANDIE PALOMO-GONZALEZ - RAPIER ED DIRECTOR 1.00 X 0 0 0 NANCY REED - RAPIER ED FDN TREASURER 1.00 X X 0 0 0 LISSA MARTINEZ - RAPIER ED FDN DIRECTOR 1.00 X 0 0 0 KYMBERLY A RAPIER - RAPIER ED FDN VICE PRESIDENT 1.00 X X 0 0 0 GEORGE M RAPIER - RAPIER ED FDN PRESIDENT 1.00 X X 0 0 0 BRAD PARMAN - REAL ESTATE SRVC CHAIR 1.00 2.00 X X 0 0 0 JUDY DALRYMPLE - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 TRACY HAMMER - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 CHUCK KING - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 JAMES LIFSHUTZ - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 MARK MIDDLEMAN - REAL ESTATE SRVC SECRETARY/TREASURER 1.00 X X 0 0 0 JAMES SUMMERS - REAL ESTATE SRVC DIRECTOR (UNTIL 02/22/20) 1.00 X 0 0 0 KATHERINE TAPLEY - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 DON WALKER - REAL ESTATE SRVC DIRECTOR 1.00 X 0 0 0 JACK RICHMOND - RICHMOND FAMILY FDN DIRECTOR (UNTIL 02/20/20) 1.00 X 0 0 0 LAURA RICHMOND - RICHMOND FAMILY FD DIRECTOR (UNTIL 08/17/20) 1.00 X 0 0 0 CLAY RICHMOND - RICHMOND FAMILY FDN SECRETARY 1.00 X X 0 0 0 STEVE RICHMOND - RICHMOND FAMILY FD PRESIDENT 1.00 X X 0 0 0 JOHN RICHMOND - RICHMOND FAMILY FDN VICE PRESIDENT; TREASURER 1.00 X X 0 0 0 WILLIAM BAYERN - RICHMOND FAMILY FD DIRECTOR 1.00 X 0 0 0 MINDI ALTERMAN - RICHMOND FAMILY FD DIRECTOR 1.00 X 0 0 0 BRAD PARMAN - RICHMOND FAMILY FDN DIRECTOR 1.00 2.00 X 0 0 0 ALLISON KUSTOFF - RICHMOND FAMILY F DIRECTOR 1.00 X 0 0 0 SYLVIA FERNANDEZ - RICHMOND FAMILY DIRECTOR 1.00 X 0 0 0 RAYMOND R CARVAJAL - RICHMOND FAMIL DIRECTOR 1.00 X 0 0 0 AARONETTA PIERCE - RICHMOND FAMILY DIRECTOR 1.00 X 0 0 0 ALEXANDRA FREY - STUDENTS STARTUPS PRESIDENT 1.00 X X 0 0 0 DAX MORENO - STUDENTS STARTUPS TREASURER 1.00 X X 0 0 0 CHARLES WOODIN - STUDENTS STARTUPS SECRETARY 1.00 X X 0 0 0 BART SIMPSON - WARM SPRINGS FDN TREASURER 1.00 X X 0 0 0 MEADE FLAVIN - WARM SPRINGS FDN DIRECTOR 1.00 X 0 0 0 ANDREW MCALLISTER - WARM SPRINGS FD DIRECTOR 1.00 X 0 0 0 RENE DOMINGUEZ - WARM SPRINGS FDN DIRECTOR 1.00 X 0 0 0 HELEN M EVERSBERG - WARM SPRINGS FD CHAIR 1.00 X X 0 0 0 MALCOLM HARTMAN - WARM SPRINGS FDN SECRETARY 1.00 X X 0 0 0 RICK MAREK - WARM SPRINGS FDN VICE CHAIR (UNTIL 12/31/20) 1.00 X X 0 0 0 MARLENE MERRITT - WARM SPRINGS FDN TREASURER 1.00 X X 0 0 0 FRANCINE WILSON - WARM SPRINGS FDN DIRECTOR 1.00 X 0 0 0 KEN RECTOR - WARM SPRINGS FDN DIRECTOR 1.00 X 0 0 0 MARJORIE FRENCH - SAAFDN PRESIDENT/CEO 4.00 44.00 X 0 367615 17100 MARK LARSON - CITY ED PTRNS CEO (UNTIL 10/10/20) 40.00 X 236439 0 23004 LYNDA CABELL - SAAFDN SENIOR VP/CFO 4.00 44.00 X 0 214505 12813 DALIA CONTRERAS - CITY ED PTRNS CEO 40.00 X 181248 0 10875 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 TOM TORKELSON - CTS CEO 40.00 X 145911 0 8755 DAWN DIXON - WARM SPRINGS FDN EXECUTIVE DIRECTOR 40.00 X 145509 0 7908 PATRICIA MEJIA - SAAFDN VP OF COMMUNITY ENGAGEMENT AND IMPACT 4.00 44.00 X 0 139817 8331 REBECCA HELTERBRAND - SAAFDN VP OF STRAT. & INN. (UNTIL 07/24/20) 4.00 44.00 X 0 120934 13260 CHIP HAASS - CTS CEO (UNTIL 06/30/20) 40.00 X 92358 0 10779 APRIL HANSARD - SAAFDN CONTROLLER 4.00 44.00 X 0 136699 15280 MARTIN ACEVEDO - SAAFDN DIRECTOR OF MARKETING & OUTREACH 4.00 44.00 X 0 108422 10000 BRIAN REGNIER - CITY ED PTRNS DIRECTOR 40.00 X 109041 0 6542 910506 1427061 184719 5 0 1 0 ANNE MESSBARGER-EGUIA 128 W OAKVIEW SAN ANTONIO TX 78209 MANAGEMENT SERVICES 192000 1 5233606 3497075 8730681 3524408 23678 3500730 951054 951054 344644 64368 280276 280276 280276 19609277 19113889 495388 495388 495388 MISCELLANEOUS REVENUE 900099 37497 37497 37497 14019304 37497 23678 5227448 X 4804583 4804583 1008600 1008600 978369 580917 306729 90723 663231 594415 38644 30172 34226 29643 1883 2700 25044 21670 2282 1092 116862 90912 22848 3102 414200 414200 135753 1200 134553 291560 291560 1455515 1111091 334824 9600 378920 242515 136405 31422 11311 19945 166 187300 121091 64051 2158 395157 62950 330814 1393 15686 12379 3307 229181 182370 46811 183566 82362 100894 310 29131 29131 PROGRAM EXPENSES 294430 294430 MISCELLANEOUS EXPENSES 81224 80874 350 EVENT EXPENSES 49809 12874 36935 REPAIRS & MAINTENANCE 31200 2788 28254 158 22158 7315 14843 11857127 9275416 2439787 141924 9437147 7103667 1452527 1727264 385362 14033 322560 140000 134400 64360 814184 338653 634394 475531 76477048 88799484 33824230 25117298 6285 0 122673953 123441637 963611 609867 1712100 1895796 5098 11105 2680809 2516768 X 88341850 88756532 31651294 32168337 119993144 120924869 122673953 123441637 2162177 -1230452 0 X X 0 1 X 1 0 X X 1 SAN ANTONIO AREA FOUNDATION 746065414 7 1 6227383 0 1 6227383 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11444139 1023179 167000 196772 12103546 10788194 41630 1492091 737229 140547 11444139 11815718 142780 -818163 257315 94826 10788194 10596651 1346546 91504 35975 11815718 2938355 7215576 490650 15719 32211 10596651 0.00000 1.00000 0.00000 1 1 1 165027 128080 36947 117563 64329 53234 531594 146244 385350 475531 MINERAL INTERESTS 7323113 F PARTNERSHIP INVESTMENTS 2004794 F TRUSTS 15789391 F 25117298 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: ASC TOPIC 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 1114836 0 0 0 0 0 0 1114836 0 1114836 0 0 0 1 0 0 PART III ACCOUNTING METHOD: 1 ADVANCED LEARNING ACADEMY 621 W EUCLID SAN ANTONIO TX 78212 746002167 501(C)(1) 5000 0 N/A N/A GENERAL OPERATING EXPENSES ALAMO COLLEGES FOUNDATION INC 2222 N ALAMO ST SAN ANTONIO TX 78215 742422589 501(C)(3) 12000 0 N/A N/A GENERAL OPERATING EXPENSES ALAMO HEAD INJURY ASSOCIATION INC PO BOX 29074 SAN ANTONIO TX 78229 742588800 501(C)(3) 17000 0 N/A N/A GENERAL OPERATING EXPENSES ALAMO HEIGHTS MULE TEAM INC 6900 BROADWAY SAN ANTONIO TX 78209 742416943 501(C)(3) 5000 0 N/A N/A GENERAL OPERATING EXPENSES ANY BABY CAN OF SAN ANTONIO 217 HOWARD STREET SAN ANTONIO TX 78212 742684333 501(C)(3) 41000 0 N/A N/A GENERAL OPERATING EXPENSES AUTISM SERVICE CENTER OF SAN ANTONIO (AUTISM COMMUNITY NETWORK) 4242 WOODCOCK DR STE 101 SAN ANTONIO TX 78228 262592058 501(C)(3) 10000 0 N/A N/A GENERAL OPERATING EXPENSES BRIGHTON CENTER 14207 HIGGINS ROAD SAN ANTONIO TX 78217 742331826 501(C)(3) 21000 0 N/A N/A GENERAL OPERATING EXPENSES CHILDREN'S ASSOCIATION FOR MAXIMUM POTENTIAL PO BOX 27086 SAN ANTONIO TX 78227 742095766 501(C)(3) 50000 0 N/A N/A GENERAL OPERATING EXPENSES COPS METRO EDUCATION FUND 1511 SALTILLO ST SAN ANTONIO TX 78207 842121645 501(C)(3) 123750 0 N/A N/A GENERAL OPERATING EXPENSES FRIENDSHIP EDUCATION FOUNDATION 1351 NICHOLSON ST NW WASHINGTON DC 20011 464655147 501(C)(3) 109200 0 N/A N/A GENERAL OPERATING EXPENSES HAVEN FOR HOPE OF BEXAR COUNTY 1 HAVEN FOR HOPE WY SAN ANTONIO TX 78207 208075412 501(C)(3) 5000 0 N/A N/A GENERAL OPERATING EXPENSES JEWISH FAMILY SERVICE OF SAN ANTONIO 12500 NW MILITARY HWY STE 250 SAN ANTONIO TX 78231 741759254 501(C)(3) 100000 0 N/A N/A GENERAL OPERATING EXPENSES KINETIC KIDS INC PO BOX 690993 SAN ANTONIO TX 78269 743080076 501(C)(3) 35000 0 N/A N/A GENERAL OPERATING EXPENSES KIPP SAN ANTONIO INC 731 FREDERICKSBURG ROAD SAN ANTONIO TX 78201 412090713 501(C)(3) 250000 0 N/A N/A GENERAL OPERATING EXPENSES LAS PALMAS ELEMENTARY SCHOOL 115 LAS PALMAS DR SAN ANTONIO TX 78237 740003122 501(C)(1) 5515 0 N/A N/A GENERAL OPERATING EXPENSES METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS INC 4507 MEDICAL DR SAN ANTONIO TX 78229 741287016 501(C)(3) 205316 0 N/A N/A GENERAL OPERATING EXPENSES MORGAN'S WONDERLAND 5223 DAVID EDWARDS DRIVE SAN ANTONIO TX 78233 261219640 501(C)(3) 30000 0 N/A N/A GENERAL OPERATING EXPENSES NEW VENTURE FUND 1201 CONNECTICUT AVENUE NW SUITE 300 WASHINGTON DC 20036 205806345 501(C)(3) 350000 0 N/A N/A GENERAL OPERATING EXPENSES OPERATION COMFORT 4900 BROADWAY SUITE 100 SAN ANTONIO TX 78209 861123065 501(C)(3) 16400 0 N/A N/A GENERAL OPERATING EXPENSES PHILANTHROPITCH 1023 SPRINGDALE ROAD AUSTIN TX 78721 811374280 501(C)(3) 5000 0 N/A N/A GENERAL OPERATING EXPENSES PRE-K 4 SA 7031 S NEW BRAUNFELS AVE SAN ANTONIO TX 78223 463074172 501(C)(3) 148380 0 N/A N/A GENERAL OPERATING EXPENSES PRESA COMMUNITY CENTER 3721 S PRESA STREET SAN ANTONIO TX 78210 741902249 501(C)(3) 33000 0 N/A N/A GENERAL OPERATING EXPENSES PROJECT MEND 5727 IH 10 WEST SAN ANTONIO TX 78201 742647324 501(C)(3) 51000 0 N/A N/A GENERAL OPERATING EXPENSES PROMESA ACADEMY INC 603 MERIDA ST SAN ANTONIO TX 78207 822921031 501(C)(3) 350000 0 N/A N/A GENERAL OPERATING EXPENSES RELAY GRADUATE SCHOOL OF EDUCATION 40 WEST 20TH STREET 7TH FLOOR NEW YORK NY 10011 275316628 501(C)(3) 1442210 0 N/A N/A GENERAL OPERATING EXPENSES RESPITE CARE OF SAN ANTONIO INC PO BOX 12633 SAN ANTONIO TX 78212 742467770 501(C)(3) 40000 0 N/A N/A GENERAL OPERATING EXPENSES ROLLING INSPIRATION 5101 MEDICAL DRIVE SAN ANTONIO TX 78229 464893572 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING EXPENSES ROOSEVELT ES 3823 FORTUNA SAN ANTONIO TX 78237 740003122 501(C)(1) 5183 0 N/A N/A GENERAL OPERATING EXPENSES SAN ANTONIO CHILDRENS MUSEUM (THE DOSEUM) 2800 BROADWAY SAN ANTONIO TX 78209 742659746 501(C)(3) 5000 0 N/A N/A GENERAL OPERATING EXPENSES SAN ANTONIO INDEPENDENT SCHOOL DISTRICT 141 LAVACA SAN ANTONIO TX 78210 746002167 501(C)(1) 150000 0 N/A N/A GENERAL OPERATING EXPENSES SOUTHWEST OUTREACH FOR OLDER PEOPLE DBA RIDE CONNECT TEXAS 517 SW MILITARY DR SAN ANTONIO TX 78221 455521039 501(C)(3) 10000 0 N/A N/A GENERAL OPERATING EXPENSES TBI WARRIOR FOUNDATION PO BOX 2365 BOERNE TX 78006 821561192 501(C)(3) 56000 0 N/A N/A GENERAL OPERATING EXPENSES TEACH FOR AMERICA INC ONE RIVERWALK PLACE 700 N ST MARYS STREET SUITE 200 SAN ANTONIO TX 78205 133541913 501(C)(3) 363963 0 N/A N/A GENERAL OPERATING EXPENSES TEAMABILITY INC 1711 NORTH TRINITY SAN ANTONIO TX 78201 300208271 501(C)(3) 30000 0 N/A N/A GENERAL OPERATING EXPENSES TEXAS BIOMEDICAL RESEARCH INSTITUTE 8715 W MILITARY DR SAN ANTONIO TX 78227 741109630 501(C)(3) 10000 0 N/A N/A GENERAL OPERATING EXPENSES TEXAS REGIONAL PARALYMPIC SPORT 7900 FM 1826 BLDG II STE 105 AUSTIN TX 78737 742931329 501(C)(3) 20000 0 N/A N/A GENERAL OPERATING EXPENSES THE BELIEVE IT FOUNDATION 4242 BROADWAY SUITE 706 SAN ANTONIO TX 78209 300512535 501(C)(3) 50000 0 N/A N/A GENERAL OPERATING EXPENSES THE GATHERING PLACE 250 E GRAYSON STREET SAN ANTONIO TX 78215 830687670 501(C)(3) 344000 0 N/A N/A GENERAL OPERATING EXPENSES TRAVIS BRADFORD KIKER SPINAL CORD FOUNDATION PARTNERSHIP 325 E SONTERRA BLVD SUITE 210 SAN ANTONIO TX 78258 262939462 501(C)(3) 5000 0 N/A N/A GENERAL OPERATING EXPENSES TRINITY UNIVERSITY - COLLEGE OF EDUCATION ONE TRINITY PLACE SAN ANTONIO TX 78212 741109633 501(C)(3) 60000 0 N/A N/A GENERAL OPERATING EXPENSES UNITED WAY OF SAN ANTONIO & BEXAR COUNTY PO BOX 898 SAN ANTONIO TX 78293 741272381 501(C)(3) 26000 0 N/A N/A GENERAL OPERATING EXPENSES WARM SPRINGS REHABILITATION HOSPITAL 5101 MEDICAL DR SAN ANTONIO TX 78229 383743546 501(C)(3) 88721 0 N/A N/A GENERAL OPERATING EXPENSES WITTE MUSEUM 3801 BROADWAY SAN ANTONIO TX 78209 741400537 501(C)(3) 10000 0 N/A N/A GENERAL OPERATING EXPENSES 39 4 EDUCATION ASSISTANCE 173 628050 0 N/A N/A EDUCATION - TEACHER STIPENDS 168 380550 0 N/A N/A PART I, LINE 2: THE PROCESS TO MONITOR THE USE OF GRANT FUNDS VARIES AMONGST THE SUPPORTING ORGANIZATIONS. WARM SPRINGS FOUNDATION'S AWARD LETTER REQUIRES ACKNOWLEDGEMENT OF THE GRANTEE TO USE THE GRANT WITH THE INTENDED PURPOSE. THERE IS A FOLLOW UP EVALUATION BY THE GRANTEE. IN ADDITION, THERE ARE SITE VISITS MADE TO THE AWARDED GRANTEE. ALL OTHER SUPPORTING ORGANIZATIONS THAT AWARD GRANTS, THE BOARD MEMBERS ARE FAMILIAR WITH THE ORGANIZATIONS AND THEIR NEEDS. THE BOARD MEMBERS ARE AWARE OF THE USE OF FUNDS BY THE GRANTEES. X X X 1 0 0 0 0 0 0 0 0 MARJORIE FRENCH - SAAFDN PRESIDENT/CEO 0 367285 0 330 0 0 0 17100 0 0 0 384715 0 0 MARK LARSON - CITY ED PTRNS CEO (UNTIL 10/10/20) 184043 0 0 0 52396 0 14186 0 8818 0 259443 0 0 0 LYNDA CABELL - SAAFDN SENIOR VP/CFO 0 214178 0 327 0 0 0 12813 0 0 0 227318 0 0 DALIA CONTRERAS - CITY ED PTRNS CEO 181248 0 0 0 0 0 10875 0 0 0 192123 0 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 TOM TORKELSON - CTS CEO 145911 0 0 0 0 0 8755 0 0 0 154666 0 0 0 DAWN DIXON - WARM SPRINGS FDN EXECUTIVE DIRECTOR 130509 0 15000 0 0 0 5804 0 2104 0 153417 0 0 0 APRIL HANSARD - SAAFDN CONTROLLER 0 132079 0 4620 0 0 0 8147 0 7133 0 151979 0 0 PART I, LINE 4A MARK LARSON RECEIVED A PAYMENT OF $52,396 PURSUANT TO LINE 4A. PART 1, LINE 3: THE GROUP RELIED ON THE SAN ANTONIO AREA FOUNDATION TO DETERMINE COMPENSATION THROUGH THE APPROPRIATE PROCESS, WHICH INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION. THE SAN ANTONIO AREA FOUNDATION USED AN INDEPENDENT COMPENSATION CONSULTANT, AS WELL AS A COMPENSATION SURVEY AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP - DAVID, DAVID JR., AND AMBROSE ROBINSON FAMILY RELATIONSHIP - CURTIS GUNN, LEE GUNN, AND MARY WALDEN FAMILY RELATIONSHIP - GEORGE AND KYMBERLY RAPIER FAMILY RELATIONSHIP - JACK, LAURA, CLAY, JOHN, AND STEVE RICHMOND FAMILY RELATIONSHIP - ART AND WILLIAM BAYERN FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF SAN ANTONIO AREA FOUNDATION APPOINTS THE MAJORITY OF ALL MEMBERS OF THE BOARD OF DIRECTORS OF ALL ENTITIES UNDER THE GROUP EXEMPTION. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS OF SAN ANTONIO AREA FOUNDATION HAS APPROVAL POWER OF CERTAIN DECISIONS TAKEN BY THE SUPPORTING ORGANIZATIONS, INCLUDING DECISIONS TO AMEND THE GOVERNING DOCUMENTS. 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 AT THE FIRST ANNUAL BOARD MEETING OF EVERY SUPPORTING ORGANIZATION, EACH MEMBER SIGNS AN ANNUAL CONFLICT OF INTEREST FORM. EACH ENTITY UNDER THE GROUP EXEMPTION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES ALL MEMBERS OF THE BOARD OF DIRECTORS 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 RESPECTIVE BOARD OF DIRECTORS 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 MAY 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 15A THE SAN ANTONIO AREA FOUNDATION USES THE CEO EVALUATION FORM RECEIVED FROM THE COUNCIL ON FOUNDATIONS. THE FOUNDATION PROVIDES THE EVALUATION DOCUMENT ALONG WITH THE ACCOMPLISHMENT REPORT TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR COMPLETION. ALL REPLIES ARE SENT DIRECTLY TO A SINGLE MEMBER OF THE GOVERNANCE COMMITTEE TO COMPILE IN A REPORT FOR THE COMMITTEE CHAIR TO REVIEW. THE GOVERNANCE COMMITTEE CHAIR MEETS WITH THE BOARD CHAIR TO REVIEW THE COMPILATION. THE COMPILATION IS THEN PRESENTED TO THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS IN AN EXECUTIVE SESSION. THE BOARD CHAIR MEETS WITH THE CEO TO ADDRESS ANY ISSUES. IN REGARD TO OTHER OFFICERS AND KEY EMPLOYEES, THE CEO PREPARES A HUMAN RESOURCES ANALYSIS THAT INCLUDES A COUNCIL ON FOUNDATIONS COMPENSATION SUMMARY WITH THE MOST RECENTLY AVAILABLE BASE SALARIES. THE CEO USES THIS INFORMATION TO MAKE SALARY RECOMMENDATIONS FOR ALL STAFF, WHICH ARE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 OF THE ENTITIES ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,015,331. MANAGEMENT AND GENERAL EXPENSES 322,521. FUNDRAISING EXPENSES 9,600. TOTAL EXPENSES 1,347,452. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 75,419. MANAGEMENT AND GENERAL EXPENSES 7,800. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,219. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 20,341. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,341. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,503. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,503. FORM 990, PART XII, LINE 2C: THE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. THE 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. INSPIRE210 LLC 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 TO SUPPORT CITY EDUCATION PARTNERS TX 248837 190812 CITY EDUCATION PARTNERS SAN ANTONIO AREA FOUNDATION 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 746065414 COMMUNITY FOUNDATION TX 501(C)(3) LINE 7 N/A 0 JOHN L SANTIKOS CHARITABLE FOUNDATION 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 477326497 COMMUNITY ASSISTANCE TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 CHARITABLE REMAINDER TRUSTS (2) 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 TRUST TX WARM SPRINGS FOUNDATION T 1 SANTIKOS THEATERS LLC 4630 N LOOP 1604 W STE 501 SAN ANTONIO TX 78249 823945393 S CORPORATION TX JOHN L SANTIKOS CHARITABLE FOUNDATION S 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 1 SAN ANTONIO AREA FOUNDATION C 3233606 CASH JOHN L SANTIKOS CHARITABLE FOUNDATION C 2000000 CASH SAN ANTONIO AREA FOUNDATION R 414200 CASH