SAN ANTONIO FOUNDATION FOR EXCELLENCE IN EDUCATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAN ANTONIO FOUNDATION FOR EXCELLENCE IN EDUCATION INC (EIN 74-2861587)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201503179349101470
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T11:37:10-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY & CRUTCHFIELD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16500 San Pedro Ave 280 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742861587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Antonio Foundation for Excellence in Education | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANA | BusinessNameControlTxt |
| Phone | 2105542235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 Lavaca St | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE DELAHAYA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2105542235 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BILL J GREGORY CPA | PreparerPersonNm |
| Phone | 2104956776 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,352,811 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $690,718 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,377 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,377 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,552 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $297,984 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,005,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,929 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $105,497 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $105,497 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,645 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $98,190 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $793 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $107,947 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $213,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $223,089 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $547,108 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $547,108 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $760,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $770,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $245,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,136 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $303,219 | CashBOYAmt |
| Cash EOY | $441,519 | CashEOYAmt |
| Cash EOYFMV | $441,519 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $821,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,776 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $756,016 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $756,016 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,060 | OtherAssetsBOYAmt |
| Other Assets EOY | $500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,125,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,352,811 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,352,811 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,242 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $900 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $2,000 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $21,242 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,900 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $564,651 | UnrestrictedBOYAmt |
| Unrestricted EOY | $702,275 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $540,069 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $647,636 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,104,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,349,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,125,962 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,352,811 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,104,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $245,191 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,349,911 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,349,911 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $629,909 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $961,841 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.654899 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $508,574 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $821,067 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.619406 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $262,939 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $122,488 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.146651 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $238,372 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $76,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.100532 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $267,162 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $289,426 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.923075 | DistributionYr5Rt |
| Total Distribution | 7.444563 | TotalDistributionRt |
| Average Distribution | 1.488913 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,224,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,822,575 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $161 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,822,736 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $770,197 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $323 | SubtotalAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $323 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.saisdfoundation.com | WebsiteAddressTxt |
| Individual With Books | JUDY GEELHOED | IndividualWithBooksNm |
| Phone | 2105542235 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 Lavaca St | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782101039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BOB RAYMOND | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Pres./Chairman | 1.00 | $0 | $0 | $0 |
| DERRICK HOWARD | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Chair Elect | 1.00 | $0 | $0 | $0 |
| STEVE DELAHAYA | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Treasurer | 1.00 | $0 | $0 | $0 |
| JESUS HERNANDEZ | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Secretary | 1.00 | $0 | $0 | $0 |
| SUZANNE PETERSON | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| BRANDON LOGAN | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| SHARI ALBRIGHT | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| BRANDON ARCENEAUX | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| MARIO BARRERA | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| JOE BERNAL | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| CELINA BURNS | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| GEOFF BLEY | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| PATRICK CARRIER | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| TRISH DEBERRY | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| LAURA DIXON | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| GREG GARCIA | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| MARGARET GARCIA | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| LEO GOMEZ | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| KIMBERLY HARLE | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| JAVIER C LEAL | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| MARK LEITA | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| ROBERT OLIVARES | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| ALBERT PEREZ | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| SYLVESTER PEREZ | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| ROBERT RIVARD | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| SONIA M RODRIGUEZ | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| LISA ROSENZWEIG | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| MANNY RUIZ | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| RICARDO VILLASENOR | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| SONYA MEDINA WILLIAMS | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Trustee | 1.00 | $0 | $0 | $0 |
| JUDY GEELHOED | ||||||||
| 141 Lavaca | San Antonio | TX | 78210 | Exec. Dir. | 40.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Innovative Teacher Grant Awards; Grants to SAISDInnovative teaching grants to increase academic achievementTotal students served for these grants: approx 4,500 | Description1Txt |
| Expenses1 | $118,443 | Expenses1Amt |
| Description2 | Student scholarships; Scholarships awarded to SAISD studentsfor higher education.Total students served for these scholarships: 108 | Description2Txt |
| Expenses2 | $83,879 | Expenses2Amt |
| Description3 | New Teacher Supply Grants; Grants to provide schoolsupplies to new teachers and students.Total students served for this grant: approx 700 | Description3Txt |
| Expenses3 | $10,442 | Expenses3Amt |
| Description4 | Foundation Initiatives; Grants to help the schools inthe district to implement and acheieve their strategic initiatives.Total students served for these grants: approx 2,000 | Description4Txt |
| Expenses4 | $129,807 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $357,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $885,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,242,739 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,242,739 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,641 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,224,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $323 | TotalTaxAmt |
| Distributable Before Adj | $60,882 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $60,882 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $60,882 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $770,197 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $770,197 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $770,197 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,882 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $266,165 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $223,903 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $262,962 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $508,574 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $629,953 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,891,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $770,197 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $770,197 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,661,754 | TotalCorpusAmt |
| Undistributed Income CY | $60,882 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $266,165 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,395,589 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $223,903 | ExcessFromYear4Amt |
| Excess From Year3 | $262,962 | ExcessFromYear3Amt |
| Excess From Year2 | $508,574 | ExcessFromYear2Amt |
| Excess From Year1 | $629,953 | ExcessFromYear1Amt |
| Excess From Current Year | $770,197 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| San Antonio Independent School District | ||||||
| 141 Lavaca St | San Antonio | TX | 78210 | N/A | Grants to ImproveInnovative TeachingAcademic Achievement | $118,443 |
| San Antonio Independent School District | ||||||
| 141 Lavaca St | San Antonio | TX | 78210 | N/A | Student scholarships | $83,879 |
| San Antonio Independent School District | ||||||
| 141 Lavaca St | San Antonio | TX | 78210 | N/A | grants to make sureNew Teacher supplyteachers have needed materials | $10,442 |
| San Antonio Independent School District | ||||||
| 141 Lavaca St | San Antonio | TX | 78210 | N/A | initiativesOther grants and | $334,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $547,108 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 611710 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,377 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 611710 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,552 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,929 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,929 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (25 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| San Antonio Independent School District | ||||||
| 1 | 141 Lavaca | San Antonio | TX | 78210 | $102,538 | Yes (X) |
| Spurs Sports & Entertainment | ||||||
| 2 | 1 ATT Center | San Antonio | TX | 78219 | $69,151 | Yes (X) |
| Harvey E Najim Foundation | ||||||
| 3 | 613 NW Loop 410 Ste 475 | San Antonio | TX | 78216 | $75,500 | Yes (X) |
| 8020 Foundation | ||||||
| 4 | 112 E Pecan | San Antonio | TX | 78205 | $105,000 | Yes (X) |
| Brighter Sky Foundation | ||||||
| 5 | 1410 Obsty Rd | Bulverde | TX | 78163 | $40,000 | Yes (X) |
| BBVA Compass Bank | ||||||
| 6 | 2200 Post Oak | Houston | TX | 77056 | $10,000 | Yes (X) |
| Blue CrossBlue Shield Health Care Services | ||||||
| 7 | 1001 E Lookout Dr | Richardson | TX | 75082 | $5,000 | Yes (X) |
| CPS Energy | ||||||
| 8 | PO Box 1771 | San Antonio | TX | 78296 | $5,000 | Yes (X) |
| Escamilla Poneck & Cruz LLP | ||||||
| 9 | 700 N St Mary St Ste 800 | San Antonio | TX | 78205 | $7,000 | Yes (X) |
| Frost Bank | ||||||
| 10 | PO Box 1600 | San Antonio | TX | 78296 | $6,000 | Yes (X) |
| GE Rodriguez & Associates | ||||||
| 11 | 18706 Double Fork Rd | San Antonio | TX | 78258 | $5,000 | Yes (X) |
| The GEO Group Foundation Inc | ||||||
| 12 | 621 NW 53rd St Ste 700 | Boca Raton | FL | 33487 | $5,000 | Yes (X) |
| HEB | ||||||
| 13 | PO Box 839944 | San Antonio | TX | 78283 | $13,500 | Yes (X) |
| Mullen Pension and Benefits Group | ||||||
| 14 | 12758 Cimarron Path 118 | San Antonio | TX | 78249 | $5,500 | Yes (X) |
| GEORGE HIXON | ||||||
| 15 | 315 E Commerce Ste 300 | San Antonio | TX | 78205 | $5,000 | Yes (X) |
| Rapier Family Foundation | ||||||
| 16 | 119 E Kings Hwy | San Antonio | TX | 78212 | $5,000 | Yes (X) |
| RICOH | ||||||
| 17 | 7330 San Pedro Ave Ste 820 | San Antonio | TX | 78216 | $5,000 | Yes (X) |
| Carol Lee Jones Educational and Cultural Fund | ||||||
| 18 | 303 E Pearl Parkway Ste 114 | San Antonio | TX | 78205 | $19,921 | Yes (X) |
| Semp Russ Foundation | ||||||
| 19 | 303 Pearl Parkway Ste 114 | San Antonio | TX | 78215 | $20,000 | Yes (X) |
| SA Women's Hall of Fame | ||||||
| 20 | PO Box 461104 | San Antonio | TX | 78246 | $17,000 | Yes (X) |
| Silver & Black Give Back | ||||||
| 21 | 1 ATT Center | San Antonio | TX | 78219 | $20,000 | Yes (X) |
| Valero Energy Foundation | ||||||
| 22 | PO Box 696000 | San Antonio | TX | 78269 | $35,000 | Yes (X) |
| Waste Management | ||||||
| 23 | PO Box 3027 | Houston | TX | 77263 | $30,000 | Yes (X) |
| SRG Force Sports | ||||||
| 24 | 1777 NE Loop 410 Ste 1009 | San Antonio | TX | 78217 | $5,000 | Yes (X) |
| Scholastic Inc | ||||||
| 25 | 557 Broadway | New York | NY | 10012 | $5,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Mutual funds - equity | $315,821 | $315,821 |
| Mutual funds - fixed income | $204,104 | $204,104 |
| Investments held by SAAF | $236,091 | $236,091 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposit | Desc |
| BOY Book Value | $1,060 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
| EOYFMV | $500 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposit | Desc |
| BOY Book Value | $1,060 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
| EOYFMV | $500 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposit | Desc |
| BOY Book Value | $1,060 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
| EOYFMV | $500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative | $13,278 | $13,278 | |
| Investment expense | $793 | $793 | |
| Fundraising | $70,468 | $81,018 | |
| Marketing | $13,651 | $13,651 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Fundraiser income | $265,812 |
| Grant refunds | $29,591 |
| Unrealized gains per book | $2,581 |