Civic Intelligence

Samf Fund

990 • Fiscal year 2021 • EIN 82-2798932

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization ProfileN/A
PO Box 29736San Antonio, TX 78229

(210) 614-3724

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

5th percentile

-44%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

49th percentile

9.7%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

2.6%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$20,494,020

Up $1,810,792 (+9.7%) from 2020

Net Assets

Up

$20,490,626

Up $1,841,787 (+9.9%) from 2020

Liabilities

Down

$3,394

Down $30,995 (-90%) from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin5th percentile

Revenue

Up

$621,116

Up $15,974 (+2.6%) from 2020

Expenses

Up

$893,813

Up $46,469 (+5.5%) from 2020

Net Income

Down

-$272,697

Down $30,495 (-13%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$20,494,020
Liabilities$3,394
Net Assets$20,490,626
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$621,116
Expenses$893,813
Net Income-$272,697
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Gross Receipts
$633,844
Mission and Program Overview

Mission

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.

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$17,773,780$19,768,259▲ $1,994,479
Land, Buildings, and Equipment, Net$524,760$524,760→ $0
Accounts Receivable$0$102,136▲ $102,136
Cash and Non-Interest-Bearing Accounts$377,188$83,865▼ $293,323
Prepaid Expenses and Deferred Charges$7,500$15,000▲ $7,500
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$18,683,228$20,494,020▲ $1,810,792
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$34,389$3,394▼ $30,995
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$34,389$3,394▼ $30,995
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,346,104$19,007,649▲ $1,661,545
Net Assets With Donor Restrictions$1,302,735$1,482,977▲ $180,242
Total Net Assets Fund Balance$18,648,839$20,490,626▲ $1,841,787
Total Liabilities and Net Assets / Fund Balance$18,683,228$20,494,020▲ $1,810,792

Asset Categories

AssetBook ValueDepreciationBasis
Land$479,149-$479,149
Buildings$45,611$49,409$95,020

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,302,735-▲ $195,242$15,000$1,482,977
2020$1,173,654-▲ $173,581$44,500$1,302,735
2019$1,568,631-▼ $359,977$35,000$1,173,654
2018$1,075,600-▲ $528,796$35,765$1,568,631
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Leticia Mondchair
James R ReedPresident
George Scofielddirector
connie gilbertdirector
denise greendirector
elizabeth crawforddirector
lisa frieldirector
philip pfeifferdirector
ray berenddirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$327,864
Other Revenue
$293,252
Change in Net Assets
$-272,697

Audited Revenue Reconciliation

Revenue per Audited Statements
$602,209
Revenue Not Reported on Financial Statements
$18,907
Revenue Not Reported on Form 990
$4,937,870
Total Revenue per Audited Statements
$5,540,079
Total Revenue per Form 990
$621,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$825,121
Other Expenses$49,953
Salaries, Compensation, and Employee Benefits$18,739
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$825,121--$825,121
Fees for Service Investment Mgmnt Fees-$18,907-$18,907
Other Salaries and Wages-$18,739-$18,739
Other Expenses-$15,000-$15,000
Fees for Services Legal-$6,872-$6,872
Depreciation Depletion-$3,395-$3,395
Office Expenses-$2,067-$2,067
Insurance-$1,917-$1,917
Total Functional Expenses$825,121$68,692$0$893,813

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,628,845
Expenses Not Reported on Form 990$2,753,939
Total Expenses per Form 990$893,813
Expenses per Audited Statements$874,906
Expenses Not Reported on Financial Statements$18,907
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ut health science center san antonioSan Antonio, TX501(c)(3)Collaborative Grants$428,448
southwest research instituteSan Antonio, TX501(c)(3)Collaborative Grants$183,976
Texas Biomedical Research InstituteSan Antonio, TX501(c)(3)Collaborative Grants$180,697
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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

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. The non-interested Trustee(s) or committee or task force members, by a 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.”

Filing and Contact Details

Filer

Filer Name
Samf Fund
EIN
82-2798932
In Care Of
% JAMES R REED
Phone
2106143724
Address
PO BOX 29736, SAN ANTONIO, TX 78229

Signing Officer

Name
james reed
Title
President
Phone
2103428000
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
james reed
Formed
2017
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Bdo USA Llp
Address
9901 IH-10 Suite 500, San Antonio, TX 78230
Preparer
David G Weeks
Phone
2103428000
Supplemental Narrative

Financial Statement Notes

FORM 990, SCHEDULE D, PART XI, LINE 2D

“Income from San Antonio Medical Foundation and eliminations from consolidation”

FORM 990, SCHEDULE D, PART XII, LINE 4B

“Expenses from San Antonio Medical Foundation and eliminations from consolidation”

Form 990, Schedule D, 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.”

Form 990, Schedule D, 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, 2021 and 2020, no uncertain tax positions have been identified. The Foundation is no longer subject to tax examinations by tax authorities for the years prior to 2018. If applicable, interest and penalties related to uncertain tax positions will be recognized in income tax expense. For the years ended December 31, 2021 and 2020, the Foundation did not recognize any related interest or penalties.”

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IRS990/LandBldgEquipCostOrOtherBssAmt0574169
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PRIMARY ACTIVITY IS TO SUPPORT THE SAN ANTONIO MEDICAL FOUNDATION, A 501(C)(3) ORGANIZATION, BY MANAGING ITS INVESTMENTS AND UNRELATED REAL ESTATE.
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IRS990/NetAssetsOrFundBalancesEOYAmt020490626
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IRS990/NetUnrlzdGainsLossesInvstAmt02114484
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt019007649
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02067
IRS990/OfficeExpensesGrp/TotalAmt02067
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONSULTANTS
IRS990/OtherExpensesGrp/Desc1SPONSORSHIP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01795
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115000
IRS990/OtherExpensesGrp/TotalAmt01795
IRS990/OtherExpensesGrp/TotalAmt115000
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018739
IRS990/OtherSalariesAndWagesGrp/TotalAmt018739
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IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015000
IRS990/PrincipalOfficerNm0james reed
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0250
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IRS990/PYGrantsAndSimilarPaidAmt0743527
IRS990/PYInvestmentIncomeAmt0315555
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt085191
IRS990/PYOtherRevenueAmt0289337
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-242202
IRS990/PYSalariesCompEmpBnftPaidAmt018626
IRS990/PYTotalExpensesAmt0847344
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0605142
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-272697
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0293252
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741366280
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAN ANTONIO MEDICAL FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt045611
IRS990ScheduleD/BuildingsGrp/DepreciationAmt049409
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt095020
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01302735
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01482977
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195242
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt015000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01173654
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01302735
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0173581
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt044500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01568631
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01173654
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-359977
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt035000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01075600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01568631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0528796
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt035765
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt02475
IRS990ScheduleD/DonatedServicesUseFcltsAmt02475
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/ExpensesNotReportedAmt02753939
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018907
IRS990ScheduleD/ExpensesSubtotalAmt0874906
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt018907
IRS990ScheduleD/InvestmentExpensesNotIncldAmt018907
IRS990ScheduleD/LandGrp/BookValueAmt0479149
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0479149
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02114484
IRS990ScheduleD/OtherExpensesIncludedAmt02751464
IRS990ScheduleD/OtherRevenueAmt02820911
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.34140
IRS990ScheduleD/RevenueNotReportedAmt04937870
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018907
IRS990ScheduleD/RevenueSubtotalAmt0602209
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Income from San Antonio Medical Foundation and eliminations from consolidation
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Expenses from San Antonio Medical Foundation and eliminations from consolidation
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3The 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, 2021 and 2020, no uncertain tax positions have been identified. The Foundation is no longer subject to tax examinations by tax authorities for the years prior to 2018. If applicable, interest and penalties related to uncertain tax positions will be recognized in income tax expense. For the years ended December 31, 2021 and 2020, the Foundation did not recognize any related interest or penalties.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART XI, LINE 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE D, PART XII, LINE 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.65860
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0524760
IRS990ScheduleD/TotalExpensesPerForm990Amt0893813
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0621116
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05540079
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03628845
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0428448
IRS990ScheduleI/RecipientTable/CashGrantAmt1183976
IRS990ScheduleI/RecipientTable/CashGrantAmt2180697
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,494,020
Liabilities
$3,394
Net assets
$20,490,626
Revenue
$621,116
Expenses
$893,813
Net income
-$272,697
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