Civic Intelligence

Samf Fund

EIN 82-2798932 • 501(c)3 • San Antonio, TX

Profile

The primary activity is to support the san antonio medical foundation, a 501(c)(3) organization, by managing its investments and unrelated real estate.

PO Box 29736San Antonio, TX 78229

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

17th percentile

0.04x

Higher debt load relative to revenue than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

12th percentile

-19%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$21,489,752

Up $2,117,699 (+11%) from 2023

Liabilities

Up

$34,308

Up $32,532 (+1832%) from 2023

Net Assets

Up

$21,455,444

Up $2,085,167 (+11%) from 2023

Operations
Liabilities / Revenue17th percentileNet Margin12th percentile

Revenue

Down

$887,695

Down $217,083 (-20%) from 2023

Expenses

Up

$1,054,767

Up $243,260 (+30%) from 2023

Net Income

Down

-$167,072

Down $460,343 (-157%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $14,056,838Liabilities 2018: $4,488Net Assets 2018: $14,052,3502018Assets 2019: $16,767,884Liabilities 2019: $1,877Net Assets 2019: $16,766,0072019Assets 2020: $18,683,228Liabilities 2020: $34,389Net Assets 2020: $18,648,8392020Assets 2021: $20,494,020Liabilities 2021: $3,394Net Assets 2021: $20,490,6262021Assets 2022: $16,726,047Liabilities 2022: $108,193Net Assets 2022: $16,617,8542022Assets 2023: $19,372,053Liabilities 2023: $1,776Net Assets 2023: $19,370,2772023Assets 2024: $21,489,752Liabilities 2024: $34,308Net Assets 2024: $21,455,4442024

Highlighted filing

2024

Assets$21,489,752
Liabilities$34,308
Net Assets$21,455,444
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $546,119Expenses 2018: $535,257Net Income 2018: $10,8622018Revenue 2019: $1,043,182Expenses 2019: $535,701Net Income 2019: $507,4812019Revenue 2020: $605,142Expenses 2020: $847,344Net Income 2020: -$242,2022020Revenue 2021: $621,116Expenses 2021: $893,813Net Income 2021: -$272,6972021Revenue 2022: $578,208Expenses 2022: $992,235Net Income 2022: -$414,0272022Revenue 2023: $1,104,778Expenses 2023: $811,507Net Income 2023: $293,2712023Revenue 2024: $887,695Expenses 2024: $1,054,767Net Income 2024: -$167,0722024

Highlighted filing

2024

Revenue$887,695
Expenses$1,054,767
Net Income-$167,072
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,489,752
Liabilities
$34,308
Net assets
$21,455,444
Revenue
$887,695
Expenses
$1,054,767
Net income
-$167,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.5$0.03$21.5$0.89$1.05$0.17
2023Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.10$0.81$0.29
2022Detailed filing. Detailed filing data is available for this year.$16.7$0.11$16.6$0.58$0.99$0.41
2021Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$0.62$0.89$0.27
2020Detailed filing. Detailed filing data is available for this year.$18.7$0.03$18.6$0.61$0.85$0.24
2019Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$1.04$0.54$0.51
2018Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.55$0.54$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 4, 2025
Return Version
2024v5.1
Gross Receipts
$923,121
Mission and Program Overview

Mission

The primary activity is to support the San Antonio Medical Foundation, a 501(c)(3) organization, by managing its investments and unrelated real estate.

The primary activity of samf fund is to support the san antonio medical foundation, a 501(c) (3) organization by managing its investments and unrelated real estate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,280,761$20,289,393▲ $2,008,632
Cash and Non-Interest-Bearing Accounts$459,802$719,210▲ $259,408
Land, Buildings, and Equipment, Net$517,970$479,149▼ $38,821
Accounts Receivable$98,520--
Prepaid Expenses and Deferred Charges$15,000$2,000▼ $13,000
Total Assets$19,372,053$21,489,752▲ $2,117,699
Liabilities
Deferred Revenue-$27,191-
Other Liabilities$0$7,117▲ $7,117
Accounts Payable and Accrued Expenses$1,776$0▼ $1,776
Total Liabilities$1,776$34,308▲ $32,532
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,917,284$19,798,450▲ $1,881,166
Net Assets With Donor Restrictions$1,452,993$1,656,994▲ $204,001
Total Net Assets Fund Balance$19,370,277$21,455,444▲ $2,085,167
Total Liabilities and Net Assets / Fund Balance$19,372,053$21,489,752▲ $2,117,699

Asset Categories

AssetBook ValueDepreciationBasis
Land$479,149-$479,149

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,452,993-▲ $204,001$0$1,656,994
2023$1,226,004-▲ $241,989$15,000$1,452,993
2022$1,482,977-▼ $236,973$20,000$1,226,004
2021$1,302,735-▲ $195,242$15,000$1,482,977
2020$1,173,654-▲ $173,581$44,500$1,302,735
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
James R ReedFormer President$67,380$67,380

Board Members and Trustees

NameTitle
Leticia MondChair
Richard PerezPresident
Byron Hepburn MdDirector
Denise GreenDirector
Elizabeth CrawfordDirector
Gabriele Niederauer PhdDirector
Harry SchwethelmDirector
John KeetonDirector
Stephanie ChandlerDirector
Connie GilberSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$151,345
Program Service Revenue
$0
Investment Income
$545,310
Other Revenue
$191,040
Change in Net Assets
$-167,072

Audited Revenue Reconciliation

Revenue per Audited Statements
$709,223
Revenue Not Reported on Financial Statements
$178,472
Revenue Not Reported on Form 990
$2,265,823
Other Revenue Adjustments
$151,345
Total Revenue per Audited Statements
$2,975,046
Total Revenue per Form 990
$887,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$994,891
Other Expenses$38,807
Salaries, Compensation, and Employee Benefits$21,069
Total Fundraising Expense$1,053
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$994,891--$994,891
Fees for Service Investment Mgmnt Fees-$27,127-$27,127
Other Salaries and Wages$15,802$4,214$1,053$21,069
Fees for Services Other$3,715$4,390-$8,105
Insurance$1,350$579-$1,929
Office Expenses$1,646--$1,646
Total Functional Expenses$1,017,404$36,310$1,053$1,054,767

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,054,767
Total Expenses per Audited Statements$1,041,224
Expenses per Audited Statements$1,027,640
Expenses Not Reported on Financial Statements$27,127
Expenses Not Reported on Form 990$13,584
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity UniversitySan Antonio, TX-Suppressing Relapse by Enchancing Oxytocin$200,000
UtsaSan Antonio, TX-Biobehavioral Tbi Profiles in Veterans$200,000
Ut Health San AntonioSan Antonio, TX-Discovery, Characterization, Validation Hcc Biomarkers$199,998
Ut Health San AntonioSan Antonio, TX-Breakthroughs in Phage Therapy$199,893
Southwest Research InstituteSan Antonio, TX-Intervention-based Maternal Health Prediction$195,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payable to Samf$7,117
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is given to the entire board electronically for their review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“In order to determine whether a financial interest of an interested person may result in a conflict of interest, each trustee, officer, and committee or task force member having a possible conflict of interest on any matter under consideration at any meeting of trustees (as defined in section iii below) must disclose the full nature of the interest to the other trustees or committee or task force members. If it is determined that a conflict of interest exists, the following procedures shall be used to address the conflict of interest: the interested trustee(s), officer(s), or committee or task force member(s) must leave the meeting of trustees during the discussion of and the vote on the transaction or arrangement which results in the conflict of interest. Further, if the vote on the transaction or arrangement is deferred to a later date, the interested trustee(s), officer(s), or committee or task force member(s) shall not advocate to other trustees, officers, or committee or task force members a specific action or decision relating to the transaction or arrangement during the time prior to the date of the vote thereon. If appropriate, a non-interested person, committee, subcommittee or task force shall be appointed by the board or committee to investigate alternatives to the proposed transaction or arrangement. Majority vote of non-interested trustees or committee or task force members present, must determine that the transaction or arrangement is in the best interest of fund and for its own benefit, is fair and reasonable to fund and, after exercising due diligence, must determine that fund could not obtain a more materially advantageous transaction or arrangement with reasonable efforts under the circumstances.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, financial statements, and form 990 are available upon request. The annual report is also available on the organization's website, www.samedfoundation.org.”

Filing and Contact Details

Filer

Filer Name
Samf Fund
EIN
82-2798932
Phone
2106143724
Address
PO BOX 29736, SAN ANTONIO, TX 78229

Signing Officer

Name
Richard Perez
Title
President
Phone
2106143724
Signed
2025-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Perez
Formed
2017
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Adkf Pc
Address
9601 MCALLISTER FREEWAY SUITE 800, SAN ANTONIO, TX 78216
Preparer
Joseph a Hernandez
Phone
2108291300
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation's intended use of the endowment funds is to support strategic studies and their implementation, so as to identify and promote healthcare needs for the citizens of san antonio and south texas. The investments are held and managed by fidelity investments.”

PART X, LINE 2:

“The foundation is a not-for-profit, section 501(c) (3) organization. The foundation accounts for uncertain tax positions, when applicable, through the provisions of asc 740-10-25. Under asc 740-10-25, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not that the position will be sustained. At december 31, 2024 and 2023, no uncertain tax positions have been identified. The federal tax returns for the last four years remain subject to examination. If applicable, interest and penalties related to uncertain tax positions will be recognized in income tax expense. For the years ended december 31, 2024 and 2023, the foundation did not recognize any related interest or penalties.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Transferred funds from samf 151,345.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY ACTIVITY OF SAMF FUND IS TO SUPPORT THE SAN ANTONIO MEDICAL FOUNDATION, A 501(C) (3) ORGANIZATION BY MANAGING ITS INVESTMENTS AND UNRELATED REAL ESTATE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019370277
IRS990/NetAssetsOrFundBalancesEOYAmt021455444
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-35426
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-35426
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0307954
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0307954
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02252239
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt017917284
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt019798450
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01646
IRS990/OfficeExpensesGrp/TotalAmt01646
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt07117
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER EXPENSE FOR RECO
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-116914
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-116914
IRS990/OtherRevenueTotalAmt0-116914
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01053
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04214
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt015802
IRS990/OtherSalariesAndWagesGrp/TotalAmt021069
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02000
IRS990/PrincipalOfficerNm0RICHARD PEREZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0355092
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0740250
IRS990/PYInvestmentIncomeAmt0414073
IRS990/PYOtherExpensesAmt050466
IRS990/PYOtherRevenueAmt0335613
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0293271
IRS990/PYSalariesCompEmpBnftPaidAmt020791
IRS990/PYTotalExpensesAmt0811507
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01104778
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-167072
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0151345
IRS990/RentalIncomeOrLossGrp/RealAmt0307954
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741366280
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAN ANTONIO MEDICAL FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01452993
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01656994
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0204001
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01226004
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01452993
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0241989
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt015000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01482977
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01226004
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-236973
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt020000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01302735
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01482977
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195242
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt015000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01173654
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01302735
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0173581
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt044500
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt013584
IRS990ScheduleD/DonatedServicesUseFcltsAmt013584
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt013584
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt027127
IRS990ScheduleD/ExpensesSubtotalAmt01027640
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt027127
IRS990ScheduleD/InvestmentExpensesNotIncldAmt027127
IRS990ScheduleD/LandGrp/BookValueAmt0479149
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0479149
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02252239
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07117
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLE TO SAMF
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0151345
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.30600
IRS990ScheduleD/RevenueNotReportedAmt02265823
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0178472
IRS990ScheduleD/RevenueSubtotalAmt0709223
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT STRATEGIC STUDIES AND THEIR IMPLEMENTATION, SO AS TO IDENTIFY AND PROMOTE HEALTHCARE NEEDS FOR THE CITIZENS OF SAN ANTONIO AND SOUTH TEXAS. THE INVESTMENTS ARE HELD AND MANAGED BY FIDELITY INVESTMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS A NOT-FOR-PROFIT, SECTION 501(C) (3) ORGANIZATION. THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS, WHEN APPLICABLE, THROUGH THE PROVISIONS OF ASC 740-10-25. UNDER ASC 740-10-25, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. AT DECEMBER 31, 2024 AND 2023, NO UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED. THE FEDERAL TAX RETURNS FOR THE LAST FOUR YEARS REMAIN SUBJECT TO EXAMINATION. IF APPLICABLE, INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE FOUNDATION DID NOT RECOGNIZE ANY RELATED INTEREST OR PENALTIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TRANSFERRED FUNDS FROM SAMF 151,345.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.69400
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0479149
IRS990ScheduleD/TotalExpensesPerForm990Amt01054767
IRS990ScheduleD/TotalLiabilityAmt07117
IRS990ScheduleD/TotalRevenuePerForm990Amt0887695
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02975046
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01041224
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0199893
IRS990ScheduleI/RecipientTable/CashGrantAmt1195000
IRS990ScheduleI/RecipientTable/CashGrantAmt2199998
IRS990ScheduleI/RecipientTable/CashGrantAmt3200000
IRS990ScheduleI/RecipientTable/CashGrantAmt4200000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BREAKTHROUGHS IN PHAGE THERAPY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1INTERVENTION-BASED MATERNAL HEALTH PREDICTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DISCOVERY, CHARACTERIZATION, VALIDATION HCC BIOMARKERS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3BIOBEHAVIORAL TBI PROFILES IN VETERANS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SUPPRESSING RELAPSE BY ENCHANCING OXYTOCIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UT HEALTH SAN ANTONIO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SOUTHWEST RESEARCH INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UT HEALTH SAN ANTONIO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UTSA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4TRINITY UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0741586031
IRS990ScheduleI/RecipientTable/RecipientEIN1741070544
IRS990ScheduleI/RecipientTable/RecipientEIN2741586031
IRS990ScheduleI/RecipientTable/RecipientEIN3741977996
IRS990ScheduleI/RecipientTable/RecipientEIN4741109633
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07703 FLOYD CURL DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16220 CULEBRA RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt27703 FLOYD CURL DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3ONE UTSA CIRCLE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41 TRINITY PLACE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX

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