2015-11-13T09:12:56-06:00 2015-03-31 742386663 HAASS LINDOW & CAMPSEY PC 8122 DATAPOINT DR SUITE 830 SAN ANTONIO TX 78229 990 2014-04-01 454533237 SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND INC SANA 2102255851 P O BOX 200230 SAN ANTONIO TX 78220 KEITH MARTIN EXECUTIVE DIRECTOR OF SALE 2102255851 2015-11-10 1 ARTHUR L CAMPSEY P00066680 2106970660 2015-11-10 2014 2016-04-25 22:37:26Z KEITH MARTIN 723 ATT CENTER PARKWAY SAN ANTONIO TX 78219 11289214 0 X WWW.SARODEO.COM X 2011 TX THE SAN ANTONIO LIVESTOCK EXPOSITION EDUCATION FUND, INC. (EDUCATION FUND) WAS FORMED IN 2011 AND RECEIVED IRS APPROVAL AS A NONPROFIT ORGANIZATION IN FEBRUARY 2013. IT WAS FORMED AS A SUPPORTING ORGANIZATION TO SAN ANTONIO LIVESTOCK EXPOSITION, INC (S.A.L.E.) FEDERAL ID# 74-1075466, AND WILL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF S.A.L.E. THE EDUCATION FUND IS INTENDED TO BE A TYPE I SUPPORTING ORGANIZATION, ONE THAT IS OPERATED, SUPERVISED, OR CONTROLLED BY A PUBLICLY SUPPORTED ORGANIZATION. 9 9 0 20 0 0 50000 5621227 0 0 533393 675311 0 0 583393 6296538 0 5987448 0 0 0 0 0 0 0 47475 224418 47475 6211866 535918 84672 17815753 19028503 16655255 17977363 1160498 1051140 X THE SAN ANTONIO LIVESTOCK EXPOSITION EDUCATION FUND, INC. (EDUCATION FUND) WAS FORMED IN 2011 AND RECEIVED IRS APPROVAL AS A NONPROFIT ORGANIZATION IN FEBRUARY 2013. IT WAS FORMED AS A SUPPORTING ORGANIZATION TO SAN ANTONIO LIVESTOCK EXPOSITION, INC (S.A.L.E.) FEDERAL ID# 74-1075466, AND WILL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF S.A.L.E. THE EDUCATION FUND IS INTENDED TO BE A TYPE I SUPPORTING ORGANIZATION, ONE THAT IS OPERATED, SUPERVISED, OR CONTROLLED BY A PUBLICLY SUPPORTED ORGANIZATION. 0 0 6182167 5987448 DURING THE FISCAL YEAR ENDED MARCH 31, 2014, S.A.L.E. (SAN ANTONIO LIVESTOCK EXPOSITION, INC.) TRANSFERRED CASH, INVESTMENTS AND THE CORRESPONDING SCHOLARSHIP AND GRANT LIABILITY TO THE EDUCATION FUND (SAN ANTONIO LIVESTOCK EXPOSITION EDUCATIONAL FUND, INC.) SUCH THAT IT COULD ADMINISTER AND PAY THE SCHOLARSHIPS AND GRANTS. S.A.L.E. AND THE EDUCATION FUND HAD AN AUDIT PERFORMED OF THE CONSOLIDATED FINANCIAL STATEMENTS FOR THEIR FISCAL YEAR ENDED MARCH 31, 2015. IN THE FISCAL YEAR ENDED MARCH 31, 2015, $5,621,227 WAS TRANSFERRED FROM S.A.L.E. TO THE EDUCATION FUND AS A DONATION. ADDITIONAL SCHOLARSHIPS AND GRANTS OF $5,987,448 WERE AWARDED AS OF MARCH 31, 2015. 6182167 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X BETTY ROST 2102255851 723 ATT CENTER PARKWAY SAN ANTONIO TX 78219 TINA HAYNES PRESIDENT 2.00 X 0 0 0 PAT FROST VICE PRESIDENT 2.00 X 0 0 0 RUSTY COLLIER DIRECTOR 2.00 X 0 0 0 FRED PETMECKY DIRECTOR 2.00 X 0 0 0 RICHARD M TRES KLEBERG III DIRECTOR 2.00 X 0 0 0 KIM MOORE DIRECTOR 2.00 X 0 0 0 NORM NEVINS DIRECTOR 2.00 X 0 0 0 JACKIE VAN DE WALLE DIRECTOR 2.00 X 0 0 0 JAMES F CLINGMAN DIRECTOR 2.00 X 0 0 0 KEITH MARTIN EXECUTIVE DIRECTOR 2.00 50.00 X 474750 0 21674 474750 0 21674 1 0 1 0 0 5621227 5621227 486455 486455 5181532 4992676 188856 188856 188856 6296538 486455 0 188856 5987448 5987448 3512 3512 MANAGEMENT FEE 125000 125000 INVESTMENT FEES AND CHA 69719 69719 LEGAL AND PROFESSIONAL 14492 14492 INSURANCE 11695 11695 6211866 6182167 29699 0 790485 4023062 4284365 5715 5981 9645830 9040723 4085755 4861047 14046 10535 41345 35367 17815753 19028503 128238 12055653 13599125 4599602 4250000 16655255 17977363 X 827865 821204 332633 229936 1160498 1051140 17815753 19028503 84672 -194030 0 X X 0 1 X 0 0 X X X 1 SAN ANTONIO LIVESTOCK EXPOSITION INC 741075466 LN9,501(C)(3) 1 0 0 1 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 332633 1139 333772 331152 1481 332633 0.69000 0.31000 0 0 0 FROST TOTAL RETURN BOND FUND 4861047 C 4861047 CURRENT PORTION - SCHOLARSHIPS 4250000 4250000 37217111 -194030 31114603 30920573 6296538 0 6296538 32958869 26747003 26747003 6211866 0 6211866 PART V, LINE 4: THE INITIAL PRINCIPAL CONTRIBUTION IS PERMANENTLY RESTRICTED AND THE EARNINGS FROM THIS IS TO BE USED TO FUND SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED FINANCIAL WITH S.A.L.E. - S.A.L.E.'S ALLOCATION PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED FINANCIAL WITH S.A.L.E. - S.A.L.E.'S ALLOCATION SCHEDULE D, PART V, LINE 4 PRIOR TO THE CURRENT YEAR, DONORS CONTRIBUTED $229,936 FOR SCHOLARSHIP ENDOWMENTS. ALTHOUGH NOT FORMALIZED, THE AGREEMENTS WOULD LIMIT THE EARNINGS FROM THESE ENDOWMENTS TO BE USED TO FUND SCHOLARSHIPS FOR THE POOR AND NEEDY. THE TOTAL OF THESE TWO ENDOWMENTS AND INTEREST EARNED TOTALED $333,772 AT MARCH 31, 2015, AND HAVE BEEN INVESTED CONSERVATIVELY IN CERTIFICATES OF DEPOSIT SINCE THEIR INITIAL DONATIONS. 1 STEPHENS INSTITUTEDBA ACADEMY 79 NEW MONTGOMERY SAN FRANCISCO CA 94105 941637804 PUBLIC SCHOOL 1683 SCHOLARSHIPS FOR STUDENTS ABILENE CHRISTIAN UNIVERSITY ACU BOX 29007 ABILENE TX 79699 750851900 501 (C)(3) 8182 SCHOLARSHIPS FOR STUDENTS ALAMO COLLEGES FOUNDATION INC 201 W SHERIDAN SUITE C-3 SAN ANTONIO TX 78204 742422589 501 (C)(3) 85963 SCHOLARSHIPS FOR STUDENTS ALAMO COMMUNITY COLLEGE DISTRICT 201 W SHERIDAN SAN ANTONIO TX 78204 746002173 PUBLIC SCHOOL 0 SCHOLARSHIPS FOR STUDENTS AMARILLO JUNIOR COLLEGE DISTRICT PO BOX 447 AMARILLO TX 79178 756000031 PUBLIC SCHOOL 2400 SCHOLARSHIPS FOR STUDENTS ALVIN COMMUNITY COLLEGE 3110 MUSTANG RD ALVIN TX 77511 741405330 PUBLIC SCHOOL 1000 SCHOLARSHIPS FOR STUDENTS ANGELO STATE UNIVERSITY PO BOX 11015 SAN ANGELO TX 76909 756002403 PUBLIC SCHOOL 76070 SCHOLARSHIPS FOR STUDENTS ANGELINA COLLEGE PO BOX 1768 LUFKIN TX 75902 751244347 PUBLIC SCHOOL 1000 SCHOLARSHIPS FOR STUDENTS AUSTIN COLLEGE 900 N GRAND AVE SHERMAN TX 75090 750827409 501 (C)(3) 1250 SCHOLARSHIPS FOR STUDENTS AUSTIN COMMUNITY COLLEGE DISTRICT 9101 TUSCANY WAY AUSTIN TX 78754 741742036 PUBLIC SCHOOL 5750 SCHOLARSHIPS FOR STUDENTS BAYLOR UNIVERSITY ONE BEAR PLACE WACO TX 76798 741159753 501 (C)(3) 15960 SCHOLARSHIPS FOR STUDENTS BELHAVEN UNIVERSITY 1500 PEACHTREE ST JACKSON MS 39202 640303069 PUBLIC SCHOOL 8220 SCHOLARSHIPS FOR STUDENTS BEXAR COUNTY MASTER GARDENERS 3355 CHERRY RIDGE DR 208 SAN ANTONIO TX 78230 742600978 501 (C)(3) 37800 GENERAL SUPPORT BLINN COLLEGE 902 COLLEGE AVE BRENHAM TX 77833 746000400 PUBLIC SCHOOL 52025 SCHOLARSHIPS FOR STUDENTS CENTRAL TEXAS COLLEGE 6200 W CENTRAL EXPWY KERRVILLE TX 76540 741539003 PRIVATE SCHOOL 1000 SCHOLARSHIPS FOR STUDENTS CLARENDON COLLEGE PO BOX 968 CLARENDON TX 79226 756055652 PUBLIC SCHOOL 14700 SCHOLARSHIPS FOR STUDENTS COASTAL BEND COLLEGE 3800 CHARCO ROAD BEEVILLE TX 78102 741542306 PUBLIC SCHOOL 2250 SCHOLARSHIPS FOR STUDENTS EAST TEXAS BAPTIST UNIVERSITY 1209 NORTH GROVE ST MARSHALL TX 75670 750859801 501 (C)(3) 2000 SCHOLARSHIPS FOR STUDENTS FORT SCOTT COMMUNITY COLLEGE END 2108 S HORTON FORT SCOTT KS 66701 237415312 501 (C)(3) 1500 SCHOLARSHIPS FOR STUDENTS GRAYSON COUNTY COLLEGE 6101 GRAYSON COLLEGE DENISON TX 75020 751169719 PUBLIC SCHOOL 1000 SCHOLARSHIPS FOR STUDENTS GROVE CITY COLLEGE 100 CAMPUS DR GROVE CITY PA 16127 251065148 501 (C)(3) 1537 SCHOLARSHIPS FOR STUDENTS HARDIN-SIMMONS UNIVERSITY HSU 16025 ABILENE TX 79698 750808791 PUBLIC SCHOOL 5942 SCHOLARSHIPS FOR STUDENTS PRESIDENT AND FELLOWS OF HARVARD 1033 MASSACHUSETTES AVE 2ND FLOOR CAMBRIDGE MA 02138 042103680 501 (C)(3) 3342 SCHOLARSHIPS FOR STUDENTS HILL COLLEGE PO BOX 619 HILSBORO TX 76645 741404239 PUBLIC SCHOOL 1000 SCHOLARSHIPS FOR STUDENTS HOWARD PAYNE UNIVERSITY 1000 FISK AVE BROWNWOOD TX 76801 750800653 501 (C)(3) 3250 SCHOLARSHIPS FOR STUDENTS JOHN BROWN UNIVERSITY 2000 WEST UNIVERSITY SILOAM SPRINGS TX 72761 710239576 PUBLIC SCHOOL 3000 SCHOLARSHIPS FOR STUDENTS KANSAS STATE UNIVERSITY 102 ANDERSON HALL MANHATTAN KS 66506 480771751 PUBLIC SCHOOL 1500 SCHOLARSHIPS FOR STUDENTS LAMAR UNIVERSITY PO BOX 10003 BEUMONT TX 77710 746000298 PUBLIC SCHOOL 4000 SCHOLARSHIPS FOR STUDENTS LINCOLN EDUCATIONAL SERVICES DBA LINCOLN COLLEGE OF TECHNOLOGY 2915 ALOUETTE DR GRAND PRAIRIE TX 75052 222074593 PUBLIC SCHOOL 2400 SCHOLARSHIPS FOR STUDENTS LUBBOCK CHRISTIAN UNIVERSITY 5601 19TH ST LUBBOCK TX 79407 750950119 501 (C)(3) 4750 SCHOLARSHIPS FOR STUDENTS LYME ACADEMY OF FINE ARTS INC DBA LYME ACADEMY COLLEGE OF FINE ARTS 84 LYME ST OLD LYME CT 060942210 060942210 501 (C)(3) 3532 SCHOLARSHIPS FOR STUDENTS MCLENNAN COLLEGE 1400 COLLEGE DR WACO TX 76708 741541260 PUBLIC SCHOOL 2750 SCHOLARSHIPS FOR STUDENTS MCMURRY UNIVERSITY BOX 308 MCMURRY STATION ABILENE TX 79697 750855633 501 (C)(3) 7500 SCHOLARSHIPS FOR STUDENTS MIDWESTERN STATE UNIVERSITY 3410 TAFT BLVD WICHITA FALLS TX 76308 756001738 PUBLIC SCHOOL 7750 SCHOLARSHIPS FOR STUDENTS NAVARRO COLLEGE 3200 W 7TH AVE CORSICANA TX 75110 756002129 PUBLIC SCHOOL 0 SCHOLARSHIPS FOR STUDENTS N E TEXAS COMMUNITY COLLEGE PO BOX 1307 MOUNT PLEASANT TX 75456 751963242 PUBLIC SCHOOL 2200 SCHOLARSHIPS FOR STUDENTS NORTH CENTRAL TEXAS COLLEGE 1525 W CALIFORNIA GAINESVILLE TX 76240 751050382 PUBLIC SCHOOL 7500 SCHOLARSHIPS FOR STUDENTS NORTHWOOD UNIVERSITY 4000 WHITING DR MIDLAND MI 48640 381692468 501 (C)(3) 3000 SCHOLARSHIPS FOR STUDENTS OUR LADY OF THE LAKE UNIVERSITY 411 SW 24TH ST SAN ANTONIO TX 78207 741109631 501 (C)(3) 76875 SCHOLARSHIPS FOR STUDENTS PARIS JUNIOR COLLEGE 2400 CLARKSVILLE ST PARIS TX 75460 756002205 PUBLIC SCHOOL 6500 SCHOLARSHIPS FOR STUDENTS PRAIRIE VIEW A&M UNIVERSITY PO BOX 1005 PRAIRIE VIEW TX 77446 746001078 PUBLIC SCHOOL 26875 SCHOLARSHIPS FOR STUDENTS RANGER COLLEGE 1100 COLLEGE CIRCLE RANGER TX 76470 756002296 PUBLIC SCHOOL 3500 SCHOLARSHIPS FOR STUDENTS REDLANDS COMMUNITY COLLEGE 1300 SOUTH COUNTRY CLUB ROAD EL RENO OK 73036 736017987 PUBLIC SCHOOL 3500 SCHOLARSHIPS FOR STUDENTS RICE UNIVERSITY 6100 MAIN ST HOUSTON TX 77005 741109620 501 (C)(3) 8500 SCHOLARSHIPS FOR STUDENTS RINGLING COLLEGE OF ART & DESIGN 2700 NORTH TAMIAMI TRAIL SARASOTA FL 34234 590637903 501 (C)(3) 1538 SCHOLARSHIPS FOR STUDENTS SAM HOUSTON STATE UNIVERSITY PO BOX 2537 HUNTSVILLE TX 77341 746001430 PUBLIC SCHOOL 62500 SCHOLARSHIPS FOR STUDENTS SAN ANTONIO BOTANICAL SOCIETY 555 FUNSTON PLACE SAN ANTONIO TX 78209 742178792 501 (C)(3) 9200 GENERAL SUPPORT SAN ANTONIO YOUNG WOMEN'S LEADERSHIP 303 PEARL PKWY STE 114 SAN ANTONIO TX 78215 275164994 501 (C)(3) 7328 SCHOLARSHIPS FOR STUDENTS SAN JACINTO COLLEGE 4626 FAIRMONT PKWY STE 103 PASADENA TX 77504 746028285 PUBLIC SCHOOL 3150 SCHOLARSHIPS FOR STUDENTS SAVANNAH COLLEGE OF ART & DESIGN PO BOX 2701 SAVANNAH GA 31402 581357177 501 (C)(3) 13887 SCHOLARSHIPS FOR STUDENTS SHERIDAN COLLEGE 1430 TRAFALGAR RD OAKVILLE ONTARIO CA 208519039 PUBLIC SCHOOL 3342 SCHOLARSHIPS FOR STUDENTS SOUTH PLAINS COLLEGE 1401 S COLLEGE AVE LEVELLAND TX 79336 756004667 PUBLIC SCHOOL 20625 SCHOLARSHIPS FOR STUDENTS SOUTHERN METHODIST UNIVERSITY PO BOX 750261 DALLAS TX 75275 750800689 501 (C)(3) 1250 SCHOLARSHIPS FOR STUDENTS ST MARY'S UNIVERSITY ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 741143128 501 (C)(3) 105750 SCHOLARSHIPS FOR STUDENTS STEPHEN F AUSTIN STATE UNIVERSITY 1936 NORTH ST NACOGDOCHES TX 75962 756002514 PUBLIC SCHOOL 7000 SCHOLARSHIPS FOR STUDENTS SUL ROSS STATE UNIVERSITY PO BOX C-144 ALPINE TX 79832 746000027 PUBLIC SCHOOL 29750 SCHOLARSHIPS FOR STUDENTS SW TEXAS JUNIOR COLLEGE 2401 GARNER FIELD RD UVALDE TX 78801 746002420 PUBLIC SCHOOL 14000 SCHOLARSHIPS FOR STUDENTS TARLETON STATE UNIVERSITY 1333 W WASHINGTON STEPHENVILLE TX 76401 756001870 PUBLIC SCHOOL 117507 SCHOLARSHIPS FOR STUDENTS TARRANT COUNTY COLLEGE FOUNDATION 1500 HOUSTON ST FORT WORTH TX 76102 752277475 501 (C)(3) 1000 SCHOLARSHIPS FOR STUDENTS TEXAS 4-H YOUTH DEVELOPMENT FOUNDATION PO BOX 11020 COLLEGE STATION TX 77842 746091147 501 (C)(3) 6104 SCHOLARSHIPS FOR STUDENTS AND GENERAL SUPPORT TEXAS A&M FOUNDATION 401 GEORGE BUSH DR COLLEGE STATION TX 77840 742245072 501 (C)(3) 47208 GENERAL SUPPORT TEXAS A&M UNIVERSITY 401 GEORGE BUSH DR COLLEGE STATION TX 77840 746000531 PUBLIC SCHOOL 601337 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY COMMERCE PO BOX 3011 COMMERCE TX 75429 756001353 PUBLIC SCHOOL 11500 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY AT CORPUS CHRISTI 6300 OCEAN DR CORPUS CHRISTI TX 78412 741760663 PUBLIC SCHOOL 14000 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY AT GALVESTON PO BOX 1675 GALVESTON TX 77553 742125225 PUBLIC SCHOOL 6624 SCHOLARSHIPS FOR STUDENTS TEXAS A&M UNIVERSITY AT SAN ANTONIO 1450 GILLETTE BLVD SAN ANTONIO TX 78224 264168896 PUBLIC SCHOOL 21625 SCHOLARSHIPS FOR STUDENTS TEXAS AGRILIFE EXTENSION SERVICE 2147 TAMU COLLEGE STATION TX 77843 746000531 PUBLIC SCHOOL 33000 GENERAL SUPPORT TEXAS CHRISTIAN UNIVERSITY PO BOX 297011 FORT WORTH TX 76129 750827465 501 (C)(3) 13655 SCHOLARSHIPS FOR STUDENTS TEXAS LUTHERAN UNIVERSITY 1000 WEST COURT ST SEGUIN TX 78155 741109748 501 (C)(3) 9082 SCHOLARSHIPS FOR STUDENTS TEXAS SOUTHERN UNIVERSITY 3100 CLEBURNE ST HOUSTON TX 77004 746001391 501 (C)(3) 4000 GENERAL SUPPORT TEXAS STATE TECHNICAL COLLEGE REGENTS CIRCLE-WACO 3801 CAMPUS DR WACO TX 76705 752892470 501 (C)(3) 8900 SCHOLARSHIPS FOR STUDENTS TEXAS STATE UNIVERSITY 601 UNIVERSITY SAN MARCOS TX 78666 746002248 PUBLIC SCHOOL 84730 SCHOLARSHIPS FOR STUDENTS TEXAS TECH FOUNDATION PO BOX 42123 LUBBOCK TX 79409 756043842 501 (C)(3) 212633 GENERAL SUPPORT TEXAS TECH UNIVERSITY PO BOX 42123 LUBBOCK TX 79409 756002622 PUBLIC SCHOOL 283275 SCHOLARSHIPS FOR STUDENTS TEXAS WOMEN'S UNIVERSITY PO BOX 425559 DENTON TX 76204 756002618 PUBLIC SCHOOL 1250 SCHOLARSHIPS FOR STUDENTS THE FOREVER FOUNDATION FOR TEXAS WILDLIFE 2800 NE LOOP 410 SUITE 105 SAN ANTONIO TX 78218 742605516 501 (C)(3) 236500 GENERAL SUPPORT THE UNIVERSITY OF TEXAS FOUNDATION INC PO BOX 250 AUSTIN TX 78767 741587488 PUBLIC SCHOOL 267500 SCHOLARSHIPS FOR STUDENTS TRINITY UNIVERSITY 715 STADIUM DR SAN ANTONIO TX 78212 741109633 501 (C)(3) 35064 SCHOLARSHIPS FOR STUDENTS TYLER JUNIOR COLLEGE PO BOX 9020 TYLER TX 75711 756002676 PUBLIC SCHOOL 1250 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF ALABAMA BOARD OF TRUSTEES BOX 870136 TUSCALOOSA AL 35487 636001138 501 (C)(3) 2574 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF MARY HARDIN BAYLOR 900 COLLEGE ST BELTON TX 76513 741161940 501 (C)(3) 9500 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF MISSISSIPPI PO BOX 1848 UNIVESITY MS 38677 646001159 PUBLIC SCHOOL 2108 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TEXAS AT ARLINGTON 701 S NEDDERMAN DR ARLINGTON TX 76019 756000121 PUBLIC SCHOOL 5250 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TEXAS AT DALLAS 800 W CAMPBELL RD RICHARDSON TX 75080 751305566 PUBLIC SCHOOL 2000 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7758 UT STATION AUSTIN TX 78713 746000203 PUBLIC SCHOOL 27057 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF NORTH TEXAS PO BOX 311370 DENTON TX 76203 756002149 PRIVATE SCHOOL 1000 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TEXAS AT SAN ANTONIO 6900 N LOOP 1604 SAN ANTONIO TX 78249 741717115 PUBLIC SCHOOL 119228 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SA 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 PUBLIC SCHOOL 9468 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF TEXAS PAN AMERICAN 1201 WEST UNIVERSITY DR EDINBURG TX 78541 746002942 PUBLIC SCHOOL 2500 SCHOLARSHIPS FOR STUDENTS UNIVERSITY OF THE INCARNATE WORD 4301 BROADWAY SAN ANTONIO TX 78209 741109661 501 (C)(3) 54750 SCHOLARSHIPS FOR STUDENTS VERNON COLLEGE 4400 COLLEGE DRIVE VERNON TX 76384 751325933 PRIVATE SCHOOL 2500 SCHOLARSHIPS FOR STUDENTS WAYLAND BAPTIST COLLEGE 1900 WEST 7TH ST PLAINVIEW TX 79072 750859668 501 (C)(3) 7484 SCHOLARSHIPS FOR STUDENTS WEATHERFORD COLLEGE 225 COLLEGE PARK DR WEATHERFORD TX 76086 756002862 PUBLIC SCHOOL 8250 SCHOLARSHIPS FOR STUDENTS WEST TEXAS A&M UNIVERSITY WTAMU BOX 60939 CANYON TX 79016 756031405 PUBLIC SCHOOL 61375 SCHOLARSHIPS FOR STUDENTS WESTMONT COLLEGE 955 LA PAZ ROAD SANTA BARBARA CA 93108 951684793 501 (C)(3) 13394 SCHOLARSHIPS FOR STUDENTS WHARTON COUNTY JUNIOR COLLEGE 911 BOLING HWY WHARTON TX 77488 746002562 PUBLIC SCHOOL 8500 SCHOLARSHIPS FOR STUDENTS WILLIAM L PAYLA DBA HAZ CO FIRE TRAINING PO BOX 3063 SHERMAN TX 75091 455021141 PRIVATE SCHOOL 5000 SCHOLARSHIPS FOR STUDENTS PART I, LINE 2: THE ORGANIZATION GIVES OUT GRANTS AND SCHOLARSHIPS TO SCHOOLS AND OTHER TAX EXEMPT ENTITIES TO FURTHER THEIR EXEMPT PURPOSE. THE ORGANIZATION REQUIRES THE AWARDED ENTITIES TO SUBMIT REPORTS RELATED TO THE USEAGE OF THE FUNDS RECEIVED, WHICH HELPS IN THE DETERMINATION OF FUTURE AWARDS. 1 X X X X 0 1 0 0 0 0 0 0 0 KEITH MARTIN EXECUTIVE DIRECTOR 374750 0 100000 0 0 0 15300 0 6374 0 496424 0 0 0 PART I, LINE 4B IN 2008, THE AUDIT, FINANCE AND COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF SALE ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR THE EXECUTIVE LEADERSHIP OF SALE WITH THE INTENT TO PROMOTE STABILITY, RETENTION, CAPABILITY, AND ATTRACTIVENESS TO THE EXECUTIVE LEADERSHIP.SINCE THE EXECUTIVE DIRECTOR HAD BEEN WORKING AT SALE SINCE 1989 AND THE OTHERS FOR SHORTER PERIODS, SALE WAS HAVING TO ACCELERATE PAYMENTS TO FUND THE PLAN. THE FOLLOWING INDIVIDUALS WERE PARTICIPANTS IN THE SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN, FOR WHICH A CREDIT BALANCE OF $(18,675) WAS RECORDED DURING THE FISCAL YEAR ENDED MARCH 31, 2015, (THE CREDIT BALANCE IS DUE TO PAMELA J. REW LEAVING SALE PRIOR TO BEING VESTED, AND HER ACCUMULATED CONTRIBUTIONS AND EARNINGS FORFEITED TO THE PLAN. ADDITIONAL CREDITS RELATED TO THIS ARE AS FOLLOWS) THE INDIVIDUALS ARE: GLEN A. PHILLIPS, PAMELA J. REW, DEBBIE SCHRONK, AND BETTY ROST. IN ADDITION, AN ACCRUAL OF THESE BENEFITS WERE MADE FOR CREDIT OF $(40,703) FOR THE FISCAL YEAR ENDED MARCH 31, 2015. INCLUDED IN PART II, COLUMN C (BUT ALSO INCLUDES THE EMPLOYER'S CONTRIBUTION TO THEIR RETIREMENT PLAN) ARE THE CURRENT YEAR DEFERRALS FOR THE SERP. THE TOTALS ARE AS FOLLOWS: GLEN A. PHILLIPS - $19,619, PAMELA J. REW - ($146,548), DEBBIE SCHRONK - $37,237, AND BETTY ROST - $71,017. A FEW OTHER THINGS CONSIDERED WHEN DRAFTING THE ARRANGEMENT TOOK INTO EFFECT 1) THE FUNDS ARE PAYABLE AT RETIREMENT AND SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE 2) THE AUDIT, FINANCE AND COMPENSATION SUBCOMMITTEE HAS REVIEWED THE FORM 990, AND 3) SALE RELIED UPON REBUTTABLE PRESUMPTION GUIDELINES. TINA HAYNES TINA HAYNES IS AN OFFICER/OWNER OF SANGER AND ALTGELT INSURANCE AGENCY 11962 THE EDUCATION FUND/S.A.L.E. HAS PROCURED INSURANCE FROM SANGER AND ALTGELT INSURANCE AGENCY FOR MANY YEARS, AND TINA HAS BEEN AN OFFICER WITH THE EDUCATION FUND AND S.A.L.E. THROUGH THE CURRENT FISCAL YEAR ENDED MARCH 31, 2015. 0 FORM 990, PART VI, SECTION A, LINE 2 ONE OF THE DIRECTORS IS AN OFFICER/PART OWNER OF A BANK THAT PROVIDES SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A DURING S.A.L.E.'S ANNUAL MEETING, THE LIFE MEMBERS ELECT S.A.L.E.'S CURRENT YEAR'S OFFICERS FROM A SELECTED GROUP OF INDIVIDUALS NOMINATED BY THE ELECTION COMMITTEE. THE BOARD MEMBERS OF THE EDUCATION FUND ARE SELECTED FROM THIS GROUP OF ELECTED OFFICERS. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE, A SUB-COMMITTEE OF S.A.L.E.'S FINANCE COMMITTEE/EXECUTIVE COMMITTEE, ALONG WITH SENIOR MANAGEMENT OF S.A.L.E, REVIEWS THE FORM 990, AND ANY RECOMMENDATIONS ARE INCORPORATED IN THE RETURN, FOR WHICH THEY GIVE THEIR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE CIRCULATED TO THE STAFF AND DIRECTORS EACH YEAR AND ANY CONFLICTING INTERESTS ARE NOTED AND FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15 THE EDUCATION FUND HAS NO EMPLOYEES. ADMINISTRATIVE AND ACCOUNTING FUNCTIONS ARE TO BE REIMBURSED TO S.A.L.E. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL FURNISH A COPY OF THEIR FORM 990 AND FORM 1023 UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL FURNISH A COPY OF THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON WRITTEN REQUEST. FORM 990, PART XII, PAGE 12, LINE 2C THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESS PERFORMED BY THE BOARD IN REVIEWING THE AUDIT AND TAX RETURN AND THE SELECTION OF THE AUDITING FIRM. SAN ANTONIO LIVESTOCK EXPOSITION INC(SALE) PO BOX 200230 SAN ANTONIO TX 78220 741075466 THE EDUCATIONAL FUND SERVES AS A SUPPORTING ORGANIZATION TO SALE TX 501(C)(3) LINE 9 SAN ANTONIO LIVESTOCK EXPOSITION INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 SAN ANTONIO LIVESTOCK EXPOSITION INC (SALE) C 5621227 ACTUAL BALANCES TRANSFERRED SAN ANTONIO LIVESTOCK EXPOSITION INC (SALE) N 125000 ACTUAL BALANCES TRANSFERRED/ACC'D