Samf Fund
- Assets
- $16.7m
- Revenue
- $578.2k
- Investments
- $0.0
- Employees
- 0
- Location
- San Antonio, TX
- Founding
- 06/2018
- Data as of
- 12/2022
- EIN
- 82-2798932
Organization Overview
Samf Fund is located in San Antonio, TX. The organization was established in 2018. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Samf Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2018, Samf Fund has awarded 23 individual grants totaling $4,253,455. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SAN ANTONIO MEDICAL FOUNDATION, A 501(C)(3) ORGANIZATION, IS THE BENEFICIARY RELATED TO THIS ORGANIZATION'S MANAGEMENT OF INVESTMENTS AND UNRELATED REAL ESTATE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ray Berend Director | OfficerTrustee | 1 | $0 |
James R Reed President | Officer | 4 | $0 |
Denise Green Director | Trustee | 1 | $0 |
Elizabeth Crawford Director | Trustee | 1 | $0 |
Harry Schwethelm Director | Trustee | 1 | $0 |
Leticia Mond Chair | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $355,468 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $288,070 |
| Net Gain/Loss on Asset Sales | -$65,330 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $578,208 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $917,965 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $19,692 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $23,978 |
| Fees for services: Other | $0 |
| Advertising and promotion | $20,000 |
| Office expenses | $3,760 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,395 |
| Insurance | $1,845 |
| All other expenses | $1,600 |
| Total functional expenses | $992,235 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $200,273 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $15,000 |
| Net Land, buildings, and equipment | $521,365 |
| Investments—publicly traded securities | $15,989,409 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $16,726,047 |
| Accounts payable and accrued expenses | $108,193 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $108,193 |
| Net assets without donor restrictions | $15,391,850 |
| Net assets with donor restrictions | $1,226,004 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $16,726,047 |
Grants Awarded
Over the last fiscal year, Samf Fund has awarded $917,965 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
San Antonio, TX PURPOSE: Collaborative Grant | $200,000 |
UNIVERSITY OF TEXAS AT SAN ANTONIO PURPOSE: COLLABORATIVE GRANTS | $200,000 |
San Antonio, TX PURPOSE: COLLABORATIVE GRANTS | $200,000 |
San Antonio, TX PURPOSE: COLLABORATIVE GRANTS | $172,965 |
UT HEALTH SCIENCE CENTER SAN ANTONIO PURPOSE: COLLABORATIVE GRANTS | $100,000 |
San Antonio, TX PURPOSE: Grant to help repair & renovate Sid Katz house | $45,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Samf Fund has recieved totaling $200,000.
| Awarding Organization | Amount |
|---|---|
San Antonio Medical Foundation San Antonio, TX PURPOSE: Collaborative Grant | $200,000 |
Endowment Analysis
| Beg. Balance | $1,482,977 |
| Earnings | -$236,973 |
| Other Expense | $20,000 |
| Ending Balance | $1,226,004 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jasper Ridge Charitable Fund Fort Worth, TX | $1,059,804,391 | $51,342,189 |
Communities Foundation Of Oklahoma Inc Oklahoma City, OK | $155,793,943 | $76,729,791 |
W W Caruth Jr Foundation Dallas, TX | $444,705,321 | $32,925,098 |
Dallas Center For The Performing Arts Foundation Inc Dallas, TX | $209,822,251 | $21,963,048 |
Houston Parks Board Houston, TX | $62,239,000 | $18,357,527 |
Fossil Foundation Richardson, TX | $2,468,423 | $514,916 |
Pratham Usa Houston, TX | $25,223,728 | $25,510,214 |
Lsu Health Sciences Foundation In Shreveport Shreveport, LA | $312,345,482 | $53,948,217 |
Amarillo Area Foundation Inc Amarillo, TX | $153,231,166 | $11,027,021 |
University Of North Texas Foundation Inc Denton, TX | $307,856,436 | $18,135,985 |
Soi Dog Houston, TX | $2,898,470 | $10,171,466 |
The Livestrong Foundation Austin, TX | $32,201,486 | $2,234,840 |