2018-01-30T15:46:52-06:00 2016-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PARKWAY SUITE 400 SAN ANTONIO TX 78259 990 2016-01-01 201110274 SAN ANTONIO AREA FOUNDATION GROUP RETURN SANA 2102252243 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 78215 LYNDA CABELL CFO 2102252243 2018-01-30 1 JOSIE BEHREND P00715390 2108286281 108.171.131.171 2018-01-30 15:20:58 CS P 034BC402E1F27256720F5E09A8CAAFADCE4B9EEA 426B4F63A1CAEC523DAC016837062A55262EE986 2016 2021-01-29 14:40:06Z LYNDA CABELL 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 78215 15297364 1 0 3910 X WWW.SAAFDN.ORG X 2003 TX TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS AND INDIVIDUALS FOR SCHOLARSHIPS. 71 70 11 71 0 0 26894544 2655808 0 0 1185308 664419 1642623 1558341 29722475 4878568 22569890 5272815 0 0 279006 493154 0 0 212 2314703 1721775 25163599 7487744 4558876 -2609176 65487589 82061986 4939213 2754170 60548376 79307816 X TO MAKE GRANTS FOR CHARITABLE PURPOSES TO COMMUNITY ORGANIZATIONS AND INDIVIDUALS FOR SCHOLARSHIPS. 0 1 6774145 5272815 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.K RAPIER DBA KYM'S KIDS GRANTS COLLEGE SCHOLARSHIPS TO PARTICIPANTS IN ITS PROGRAM BASED ON HOURS OF VOLUNTEER PARTICIPATION.WARM SPRINGS FOUNDATION PROVIDES GRANTS TO OTHER 501(C)(3) PUBLIC CHARITIES, PROVIDE 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 PARTICPANTS IN BEXAR COUNTY.FRIENDS OF CARVER/ACADEMY PROVIDES GRANTS TO OTHER 501(C)(3) PUBLIC CHARITIES FOR EDUCATION PURPOSES AND PROVIDE 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. UNICITY ORGANIZES AND UNIFIES THE FAITH COMMUNITY IN SAN ANTONIO TO CREATE AND/OR SUPPORT THE CHARITABLE INSTITUTIONS WHO SERVE THE SAN ANTONIO COMMUNITY. FOCUS AREAS ARE HOMELESSNESS, POVERTY/HUNGER, CHILD ABUSE/NEGLECT, FOSTER CARE, LITERACY, AND CHURCH PARTNERSHIPS. 6774145 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 0 1 0 0 0 1 19 0 11 1 0 0 0 0 0 0 0 0 0 0 X 71 70 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X LYNDA CABELL 2102283764 303 PEARL PARKWAY NO 114 SAN ANTONIO TX 78215 X KEN HALLIDAY - CITY ED PTRNS PRESIDENT 1.00 X X 0 0 0 JOHN HAYES - CITY ED PTRNS SECRETARY 1.00 X X 0 0 0 DAVID GREEN - CITY ED PTRNS SECRETARY (UNTIL 7/20/16) 1.00 X X 0 0 0 JACKIE MOCZYGEMBA - CITY ED PTRNS TREASURER (UNTIL 11/30/16) 1.00 X X 0 0 0 LORENZO GOMEZ - CITY ED PTRNS TREASURER 1.00 X X 0 0 0 ALISON BADGETT - CITY ED PTRNS BOARD DIRECTOR 1.00 X 0 0 0 DAVID ROBINSON - FRIENDS OF CARVER PRESIDENT 1.00 X X 0 0 0 AMBROSE ROBINSON - FRIENDS OF CARVE VICE PRESIDENT 1.00 X X 0 0 0 FREDA ROBINSON - FRIENDS OF CARVER SECRETARY 1.00 X X 0 0 0 DANIEL BASSICHIS - FRIENDS OF CARVE TREASURER 1.00 X X 0 0 0 HARVEY NAJIM - FRIENDS OF CARVER BOARD DIRECTOR 1.00 X 0 0 0 KERRY BENEDICT - FRIENDS OF CARVER BOARD DIRECTOR 1.00 X 0 0 0 CURTIS C GUNN - GUNN FAMILY FDN PRESIDENT 1.00 X X 0 0 0 MARY CATHERINE WALDEN - GUNN FAMILY VICE PRESIDENT 1.00 X X 0 0 0 LEE ELLEN GUNN - GUNN FAMILY FDN SECRETARY/TREASURER 1.00 X X 0 0 0 BILL MOLL - GUNN FAMILY FDN BOARD DIRECTOR 1.00 X 0 0 0 ARTHUR BAYERN - GUNN FAMILY FDN BOARD DIRECTOR 1.00 X 0 0 0 RAYMOND R CARVAJAL - GUNN FAMILY FD BOARD DIRECTOR 1.00 X 0 0 0 ELLEN DEDE BRAUN - KYM'S KIDS BOARD DIRECTOR 1.00 X 0 0 0 SARAH HARTE - GUNN FAMILY FDN BOARD DIRECTOR 1.00 X 0 0 0 KYMBERLY A RAPIER - KYM'S KIDS PRESIDENT AND TREASURER 1.00 X X 0 0 0 GEORGE M RAPIER - KYM'S KIDS VICE PRESIDENT AND SECRETARY 1.00 X X 0 0 0 ERICK AKINS - KYM'S KIDS BOARD DIRECTOR 1.00 X 0 0 0 MARY ANNE OWENS - KYM'S KIDS BOARD DIRECTOR 1.00 X 0 0 0 GEORGE M RAPIER - RAPIER ED FDN PRESIDENT 1.00 X X 0 0 0 KYMBERLY A RAPIER - RAPIER ED FDN VICE PRESIDENT 1.00 X X 0 0 0 LETICIA LIRA SERRANO - RAPIER ED FD SECRETARY/TREASURER 1.00 X X 75368 0 0 CARRA MYERS - RAPIER ED FDN BOARD DIRECTOR 1.00 X 0 0 0 KATHARINE SCHLOSBERG - RAPIER ED FD BOARD DIRECTOR 1.00 X 0 0 0 NANCY REED - RAPIER ED FDN BOARD DIRECTOR 1.00 X 0 0 0 SANDIE PALOMO-GONZALEZ - RAPIER ED BOARD DIRECTOR 1.00 X 0 0 0 SHARON CROCKETT-RAY - RAPIER ED FDN BOARD DIRECTOR 1.00 X 0 0 0 JACK RICHMOND - RICHMOND FAMILY FDN PRESIDENT 1.00 X X 0 0 0 LAURA RICHMOND - RICHMOND FAMILY FD VICE PRESIDENT 1.00 X X 0 0 0 BRAD PARMAN - RICHMOND FAMILY FDN BOARD DIRECTOR 1.00 X 0 0 0 JOHN RICHMOND - RICHMOND FAMILY FDN BOARD DIRECTOR 1.00 X 0 0 0 CLAY RICHMOND - RICHMOND FAMILY FDN BOARD DIRECTOR 1.00 X 0 0 0 MINDI ALTERMAN - RICHMOND FAMILY FD BOARD DIRECTOR 1.00 X 0 0 0 OMMY STRAUCH - RICHMOND FAMILY FDN BOARD DIRECTOR 1.00 X 0 0 0 RAYMOND R CARVAJAL - RICHMOND FAMIL BOARD DIRECTOR 1.00 X 0 0 0 STEVE RICHMOND - RICHMOND FAMILY FD BOARD DIRECTOR 1.00 X 0 0 0 WILLIAM BAYERN - RICHMOND FAMILY FD BOARD DIRECTOR 1.00 X 0 0 0 SCOTT BARR - UNICITY PRESIDENT 1.00 X X 0 0 0 CORY ALBRACHT - UNICITY VICE PRESIDENT 1.00 X X 0 0 0 MEGAN LEGACY - UNICITY SECRETARY/TREASURER 1.00 X X 0 0 0 BOB DUGAS - UNICITY BOARD DIRECTOR 1.00 X 0 0 0 CARL CATON - UNICITY BOARD DIRECTOR 1.00 X 0 0 0 GILBERT HERNANDEZ - UNICITY BOARD DIRECTOR 1.00 X 0 0 0 MIKE SHARROW - UNICITY BOARD DIRECTOR 1.00 X 0 0 0 NATALIE HARDY - UNICITY BOARD DIRECTOR 1.00 X 0 0 0 BART SIMPSON - WARM SPRINGS FDN BOARD DIRECTOR 1.00 X 0 0 0 CRAIG WILSON - WARM SPRINGS FDN BOARD DIRECTOR 1.00 X 0 0 0 FRANCINE WILSON - WARM SPRINGS FDN BOARD 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 MARLENE MERRITT - WARM SPRINGS FDN TREASURER 1.00 X X 0 0 0 RICK MAREK - WARM SPRINGS FDN VICE CHAIR 1.00 X X 0 0 0 STACEY RUBIN - WARM SPRINGS FDN BOARD DIRECTOR 1.00 X 0 0 0 WALTER E BELT - WARM SPRINGS FDN BOARD DIRECTOR 1.00 X 0 0 0 DENNIS NOLL SEE SCHEDULE O 4.00 40.00 X X 0 292243 35525 BOB BARNES - REAL ESTATE MEMBER 1.00 X 0 0 0 JUDY DALRYMPLE - REAL ESTATE MEMBER 1.00 X 0 0 0 SAM DAWSON - REAL ESTATE VICE CHAIR 1.00 X X 0 0 0 JIM HORNBUCKLE - REAL ESTATE MEMBER 1.00 X 0 0 0 CHUCK R KING - REAL ESTATE MEMBER 1.00 X 0 0 0 MARKLE MIDDLEMAN - REAL ESTATE MEMBER 1.00 X 0 0 0 ELDON ROALSON - REAL ESTATE CHAIR 1.00 X X 0 0 0 JAMES M SUMMERS - REAL ESTATE MEMBER 1.00 X 0 0 0 KATHERINE TAPLEY - REAL ESTATE MEMBER 1.00 X 0 0 0 DON WALKER - REAL ESTATE MEMBER 1.00 X 0 0 0 KENNETH P WOLF - REAL ESTATE MEMBER 1.00 X 0 0 0 JOEL HARRIS - CITY ED PTRNS EXECUTIVE DIRECTOR 40.00 X 126887 0 5075 KEN RECTOR - WARM SPRINGS FDN PRESIDENT AND CEO 1.00 X 0 0 0 KELLY SIMMONS - SAAFND CFO 4.00 40.00 X 0 147117 4124 DEE-ANN CALDERON - SAAFND CHIEF ACCOUNTING OFFICER (UNTIL 3RD QTR 2016) 4.00 40.00 X 0 95997 7524 DAWN DIXON - WARM SPRINGS EXECUTIVE DIRECTOR 40.00 X 96343 0 3854 SUSAN THOMPSON - SAAFND VP GRANTS PROGRAMS AND SERVICES 1.00 40.00 X 0 102497 15935 LISA BRUNSVOLD - SAAFND VP DEVELOPMENT AND DONOR SERVICES/COMMUNICATIONS 1.00 40.00 X 0 110590 9051 BOB DUGAS - SAAFND COO (UNTIL 4TH QTR 2016) 4.00 40.00 X 0 117585 9750 298598 866029 90838 1 0 1 0 0 2655808 2655808 767553 767553 1550991 1550991 10312745 2917 10411296 7500 -98551 -4583 -103134 -103134 7350 7350 7350 4878568 7350 0 2215410 4585694 4585694 687121 687121 307527 307527 102069 35910 66159 7952 6412 1540 35748 30423 5325 39858 34659 5199 255999 255999 98452 58836 39616 298074 298074 340402 340280 122 31891 28472 3419 36388 20046 16342 23086 20075 3011 112931 107659 5272 10843 9429 1414 5552 4738 814 7256 6309 947 950 826 124 PROGRAM EXPENSES 419023 419023 REPAIRS & MAINTENANCE 38656 33614 5042 SMALL FURNITURE & EQUIP 18592 16167 2425 EVENT EXPENSES 9862 8909 741 212 13818 12016 1802 7487744 6774145 713387 212 3833123 4009684 1386678 887189 530593 500000 5637 6322 485337 26835 1015579 458502 36637037 47059711 19084826 29134028 2994116 6550 65487589 82061986 193055 128808 4746158 2625362 4939213 2754170 X 6492406 50589224 51117615 9540585 2938355 19178007 60548376 79307816 65487589 82061986 X -2609176 6450227 107282 14811107 X X 0 1 X 1 0 X X 1 SAN ANTONIO AREA FOUNDATION 746065414 7 1 6774145 0 1 6774145 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 2938355 7215576 490650 15719 32211 10596651 2951459 194562 207666 2938355 2653059 298400 2951459 2653059 2653059 0.85440 0.14560 1 1 1 450000 450000 35337 26835 8502 458502 PARTNERSHIP INVESTMENTS 2786676 F HEDGE FUNDS 5626282 F TRUSTS 17635428 F MINERAL INTERESTS 3085642 F 29134028 X PART X, LINE 2: THE ASC PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENT. 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 3584921 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS N/A 1332117 0 0 0 0 0 0 4917038 0 4917038 0 0 0 0 0 0 1 DOSEUM 2800 BROADWAY SAN ANTONIO TX 78209 742659746 501(C)(3) 5000 FOR GENERAL OPERATING EXPENSES SYMPHONY SOCIETY OF SAN ANTONIO 711 NAVARRO STREET SUITE 235 SAN ANTONIO TX 78205 741188569 501(C)(3) 10000 FOR GENERAL OPERATING EXPENSES IDEA PUBLIC SCHOOLS 4039 BROADWAY SAN ANTONIO TX 78209 742948339 501(C)(3) 2111009 TO FUND THE REPLICATION OF SUCCESSFUL IDEA CHARTER SCHOOLS FOR LOW-INCOME CHILDREN AND ALIGNS PERFORMANCE METRICS WITH OTHER OPERATORS ACROSS THE CITY TRINITY UNIVERSITY ONE TRINITY PLACE SAN ANTONIO TX 78212 741109633 501(C)(3) 815000 TO DEFRAY TRINITY'S COSTS OF PROVIDING MANAGEMENT SERVICES AND TO FUND FORGIVABLE-LOAN SCHOLARSHIPS AS SET OUT IN THE ATTACHED GRANT AGREEMENT. RELAY GRADUATE SCHOOL OF EDUCATION 40 WEST 20TH STREET 7TH FLOOR NEW YORK NY 10011 275316628 501(C)(3) 568000 TO LAUNCH RELAY'S SAN ANTONIO CAMPUS WHICH WILL RECRUIT, TRAIN AND DEPLOY TEACHERS IN SAISD SCHOOLS KIPP SAN ANTONIO INC 731 FREDERICKSBURG ROAD SAN ANTONIO TX 78201 412090713 501(C)(3) 460485 TO FUND THE REPLICATION OF SUCCESSFUL KIPP CHARTER SCHOOLS FOR LOW-INCOME CHILDREN AND ALIGNS PERFORMANCE METRICS WITH OTHER OPERATORS ACROSS THE CITY SAN ANTONIO INDEPENDENT SCHOOL DISTRICT 141 LAVACA SAN ANTONIO TX 78210 746002167 501(C)(1) 429200 TO DEFRAY SAISD'S INCURRENCE OF GENERAL PROGRAM COSTS AND ITS COSTS OF PROVIDING STIPEND INCENTIVES AND SUPPLEMENTAL COMPENSATION AS SET OUT IN THE ATTACHED GRANT AGREEMENT. SAN ANTONIO FOOD BANK INC 5200 OLD HIGHWAY 90 WEST SAN ANTONIO TX 78227 742122979 501(C)(3) 100000 FOR THE MARCH MATCHING CHALLENGE UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY PO BOX 898 SAN ANTONIO TX 782930898 741272381 501(C)(3) 20000 FOR 2016 GRANT DISTRIBUTION ALAMO COLLEGES 201 W SHERIDAN BLDG C ROOM 3 SAN ANTONIO TX 782041450 742422589 501(C)(3) 12000 FOR PAUL YOUNG MEMORIAL SCHOLARSHIP AUTISM SERVICE CENTER OF SAN ANTONIO 4242 WOODCOCK DRIVE SUITE 101 SAN ANTONIO TX 78228 262592058 501(C)(3) 10000 FOR GENERAL OPERATING EXPENSES SAN ANTONIO BOTANICAL GARDEN SOCIETY INC P O BOX 6569 SAN ANTONIO TX 78209 742178792 501(C)(3) 10000 FOR GENERAL OPERATING EXPENSES SOUTHWEST SCHOOL OF ART 300 AUGUSTA STREET SAN ANTONIO TX 78205 746068932 501(C)(3) 10000 FOR GENERAL OPERATING EXPENSES WITTE MUSEUM 3801 BROADWAY SAN ANTONIO TX 78209 741400537 501(C)(3) 10000 FOR GENERAL OPERATING EXPENSES HAVEN FOR HOPE ONE HAVEN FOR HOPE WAY SAN ANTONIO TX 78207 208075412 501(C)(3) 5000 FOR GENERAL OPERATING EXPENSES MISSION ROAD MINISTRIES 8706 MISSION ROAD SAN ANTONIO TX 782143144 746024405 501(C)(3) 5000 FOR GENERAL OPERATING EXPENSES SPORTS OUTDOOR AND RECREATION SOAR PARK 5223 DAVID EDWARDS DRIVE SAN ANTONIO TX 78233 261219640 501(C)(3) 5000 FOR GENERAL OPERATING EXPENSES 16 1 EDUCATION ASSITANCE 419 687121 CASH PART I, LINE 2: THE PROCESS TO MONITOR THE USE OF GRANT FUNDS VARIES AMONGST THE SUPPORTING ORGANIZATIONS. WARM SPRINGS' AWARD LETTER REQUIRES ACKNOWLEDGEMENT OF THE GRANTEE TO USE THE GRANT WITH THE INTENDED PURPOSE. THERE IS ALSO A FOLLOW UP EVALUATION BY THE GRANTEE. IN ADDITION, THERE ARE SITE VISITS MADE TO THE AWARDED GRANTEE. OTHER SUPPORTING ORGANIZATIONS THAT AWARD GRANTS, THE BOARD MEMBERS ARE FAMILIAR WITH THE ORGANIZATIONS AND THEIR NEEDS. THEY ARE AWARE WITH THE USE OF FUNDS BY THE GRANTEES. X X X 0 0 0 0 0 0 0 0 0 DENNIS NOLL SEE SCHEDULE O 0 235993 0 56250 0 0 0 11690 0 23835 0 327768 0 0 KELLY SIMMONS - SAAFND CFO 0 147117 0 0 0 0 0 0 0 4124 0 151241 0 0 PART I, LINE 3: COMPENSATION IS PAID TO DENNIS NOLL - WHO SERVES ON MANY OF THE ENTITIES' BOARDS - BY THE SAN ANTONIO AREA FOUNDATION, THE GROUP RULING HOLDER. 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 III, LINE 3 THE K FOUNDATION'S ACTIVITY IS NO LONGER CONSOLIDATED WITH THE OTHER SUPPORTING ORGANIZATION'S ACTIVITY. THERE WAS NO ECONOMIC INTEREST IN THE K FOUNDATION ACCORDING TO GAAP GUIDANCE. FORM 990, PART VI, SECTION A, LINE 2 DAVID, AMBROSE, AND FREDA ROBINSON - FAMILY RELATIONSHIP CURTIS AND LEE GUNN AND MARY WALDEN - FAMILY RELATIONSHIP KYMBERLY AND GEORGE RAPIER - FAMILY RELATIONSHIP JACK, LAURA, CLAY, JOHN, AND STEVE RICHMOND - FAMILY RELATIONSHIP 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 PRIOR TO A FORM 990 REVIEW PERFORMED BY AN INDEPENDENT ACCOUNTING FIRM WITH THE FOUNDATION'S AUDIT COMMITTEE, ALL COMMITTEE MEMBERS RECEIVED A COPY OF THE FORM 990. ONCE ACCEPTED BY THE AUDIT 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 REAL ESTATE SUPPORTING ORGANIZATIONS ARE IN THE PROCESS OF ADOPTING THE CONFLICT OF INTEREST AND DOCUMENT RETENTION POLICIES. FOR ALL OTHER ENTITIES UNDER THE GROUP EXEMPTION, 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. 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 VII, SECTION A DENNIS NOLL SERVES THE FOLLOWING ROLES FOR ENTITIES UNDER THE GROUP EXEMPTION: -BOARD DIRECTOR, FRIENDS OF THE CARVER -SECRETARY/TREASURER, RICHMOND FAMILY FOUNDATION -VICE PRESIDENT, JLS CHARITABLE FOUNDATION -CHIEF EXECUTIVE OFFICER, SAN ANTONIO AREA FOUNDATION AS THE PRESIDENT/CEO OF SAN ANTONIO AREA FOUNDATION, THE GROUP RULING HOLDER, HE SERVES AS THE PRESIDENT/CEO OVER ALL SUBORDINATES IN THE GROUP EXEMPTION. FORM 990, PART XI, LINE 9: INTERFUNDS ELIMINATION (INCOME STATEMENT) 3,445,352. CHANGE IN VALUE OF INVESTMENTS 11,365,755. 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. 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 CHOOSE TO SUCCEED INC 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 383892964 ATTRACT PUBLIC CHARTER SCHOOLS TO SAN ANTONIO TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 CISNEROS CENTER FOR NEW AMERICANS 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 464346803 COMMUNITY ASSISTANCE TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 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 THE K FOUNDATION 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 465670545 FACILITATING ONLINE GIVING TX 501(C)(3) LINE 12A, I SAN ANTONIO AREA FOUNDATION 0 CHARITABLE REMAINDER TRUSTS (5) 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 815050142 TRUST TX WARM SPRINGS FOUNDATIONS T 1 ERNEST B AND MARIE GRAHAM SCHOLARSHIP FUND 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 SCHOLARSHIP TX SAN ANTONIO AREA FOUNDATION T 1.00000 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 1 SAN ANTONIO AREA FOUNDATION R 132000 CASH SAN ANTONIO AREA FOUNDATION C 3445352 FMV SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #6 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 204954092 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #7 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261102511 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #8 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103030 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #9 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103564 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #10 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103106 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #11 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103393 SANA SAN ANTONIO AREA FOUNDATION REAL ESTATE SERVICE #12 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 261103518 SANA RICHMOND FAMILY FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 205560721 RICH GUNN FAMILY FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 742725791 GUNN RAPIER EDUCATIONAL FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 273574052 RAPI WARM SPRINGS FOUNDATION INC 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 741109731 WARM K RAPIER KIDS DBA KYM'S KIDS 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 274677662 KRAP THE FRIENDS OF THE CARVER ACADEMY IDEA 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 465154387 FRIE UNICITY 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 472618895 UNIC CITY EDUCATION PARTNERS 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 474539590 CITY