2024-06-20T14:03:25-05:00 2023-12-31 752138464 OLIVER RAINEY & WOJTEK LLP 2909 SHERWOOD WAY SUITE 300 SAN ANGELO TX 76901 990PF 2023-01-01 751315145 SAN ANGELO HEALTH FOUNDATION SANA 3254860185 P O BOX 3550 SAN ANGELO TX 76902 DEBORAH WATSON PRESIDENT 3254860185 2024-06-20 1 DEBORAH WATSON 999009999 1 MEGHAN D KAUTEN CPA P01320734 3259426713 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 57545223 X X 1113 1113 927498 1246591 -1250305 12825706 0 1345758 1012022 1024064 2259726 163400 11438 151962 35751 2503 33248 15283 1070 14213 43870 21885 21885 64554 5847 13984 124678 8727 13996 980 13016 31320 2192 29128 6017 0 6017 282562 195000 94325 781431 249642 377778 2173168 2178269 2954599 249642 2556047 -1930535 2010084 202 200 200 96991 91305 91305 55150 68350 837000 837000 837000 837000 54291419 52482687 53699362 5690742 2773386 3022388 2917356 2917356 -6343212 1291614 0 51959938 57688512 57545223 118351 115430 557725 570440 90698 112230 766774 798100 X 51193164 56890412 51193164 56890412 51959938 57688512 51193164 -1930535 7634826 56897455 7043 56890412 WESTWOOD COMMON FUND P 2023-01-01 2023-12-31 12825706 14015678 -1189972 -1189972 -1189972 27940 0 27940 0 27940 28423 0 0 0 28423 0 483 483 0 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 SAHFOUNDATION.ORG OLIVER RAINEY WOJTEK 3259426713 2909 SHERWOOD WAY STE 300 SAN ANGELO TX 76901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID LUPTON PO BOX 3550 SAN ANGELO TX 76902 CHAIRMAN 4.00 0 0 0 STEVE CECIL PO BOX 3550 SAN ANGELO TX 76902 VICE CHAIRMAN 4.00 0 0 0 MARY JANE STEADMAN PO BOX 3550 SAN ANGELO TX 76902 SECRETARY 4.00 0 0 0 CARLOS RODRIGUEZ PO BOX 3550 SAN ANGELO TX 76902 TREASURER 4.00 0 0 0 MARILYN ABOUSSIE PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 DEVIN BATES PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 CASEY BARRETT PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 MIKE BOYD PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 SANDE VINCENT HARRISON PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 JEFFREY MCCORMICK PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 T RICHEY OLIVER CPA PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 ROBERT S PATYRAK MD PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 JOANNE RICE PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 JOE B WILKINSON MD PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 GEORGE ALEXANDER PO BOX 3550 SAN ANGELO TX 76902 ADVISORY TRUSTEE 2.00 0 0 0 JOHN MARK MCLAUGHLIN PO BOX 3550 SAN ANGELO TX 76902 ADVISORY TRUSTEE 2.00 0 0 0 KAREN PLUGER PO BOX 3550 SAN ANGELO TX 76902 ADVISORY TRUSTEE 2.00 0 0 0 FL STEVE STEPHENS PO BOX 3550 SAN ANGELO TX 76902 ADVISORY TRUSTEE 2.00 0 0 0 THOMAS EARLY PO BOX 3550 SAN ANGELO TX 76902 ADVISORY TRUSTEE 2.00 0 0 0 HUGH LAMER STONE III PO BOX 3550 SAN ANGELO TX 76902 ADVISORY TRUSTEE 2.00 0 0 0 DEBORAH WATSON PO BOX 3550 SAN ANGELO TX 76902 PRESIDENT 40.00 163400 11401 0 VALERY FRANK PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 NONE 0 WESTWOOD TRUST 200 CRESCENT COURT SUITE 1200 DALLAS TX 75201 INVESTMENT FEES 159620 0 0 49940628 136309 6623494 56700431 0 0 56700431 850506 55849925 2792496 2792496 27940 27940 2764556 0 2764556 0 2764556 2556047 0 2556047 2764556 0 0 225815 225815 2556047 0 0 0 2556047 0 208509 208509 17306 0 0 0 0 0 0 0 17306 17306 DEBORAH WATSON PO BOX 3550 SAN ANGELO TX 769023550 3254860185 DWATSON@SAHFOUNDATION.ORG SEE WEB SITE AT WWW.SAHFOUNDATION.ORG 2-3 MONTHS PRIOR TO WHEN A DECISION IS NEEDED SAN ANGELO, TEXAS AREA BALLET SAN ANGELO 82 GILLIS ST SAN ANGELO TX 76903 NONE FUNDING FOR LIGHT UP THE NIGHT EVENT OVER TWO YEARS 11788 CONCHO VALLEY COMMUNITY ACTION AGENCY 133 W CONCHO AVE SUITE 301 SAN ANGELO TX 76903 NONE PROGRAMMATIC EXPANSION INITIATIVE 70000 CONCHO VALLEY HOME FOR GIRLS 412 PREUSSER ST SAN ANGELO TX 76903 NONE SAVE CVHG 55000 GALILEE COMMUNITY DEVELOPMENT CORP 39 BUICK ST SAN ANGELO TX 76901 NONE PURCHASE OF A WAREHOUSE TO STORE MATERIALS AND SUPPLIES FOR OUR REMODEL/REHAB/NEW HOME CONSTRUC 150000 HOWARD COLLEGE 3501 N US HWY 67 SAN ANGELO TX 76905 NONE LEAD IN 10, LEADERSHIP INITIATIVE 37497 JUNCTION COMMUNITY AFTER SCHOOL PROGRAM & FAMILY CENTER PO BOX 697 JUNCTION TX 76849 NONE AFFORDABLE ENRICHMENT FOR AT-RISK RURAL STUDENTS 28000 LA ESPERANZA CLINIC 1610 S CHADBOURNE SAN ANGELO TX 76903 NONE RENOVATION OF NEW MEDICAL AND BEHAVIORAL HEALTH CLINIC BUILDING 250000 NEW HORIZONS RANCH & CENTER INC 147 SAYLES BLVD ABILENE TX 79605 NONE CASE MANAGER FOR SAN ANGELO 15000 PLAYLAND COMMUNITIES FOUNDATION PO BOX 494 CHRISTOVAL TX 76935 NONE PLAYGROUND EQUIPMENT AND SURFACING FOR THE CITY PARK IN CHRISTOVAL 100000 SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 NONE RESTROOMS AT MLK, JR. PARK 125000 SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 NONE SAN ANGELO GIVES 2023-AMPLIFICATION 100000 SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 NONE SAN ANGELO NAACP BUFFALO SOLDIER MEMORIAL PROJECT 65000 SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 NONE MEMORIAL 500 SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 NONE IN HONOR OF DR. ROB PATYRAK AND THE HON. MARILYN ABOUSSIE TRUST SETUP AND CONTRIBUTION 20000 SAN ANGELO DIABETES COALITION 2601 W AVENUE N SAN ANGELO TX 76903 NONE SAN ANGELO DIABETES COALITION 143230 SAN ANGELO MUSEUM OF FINE ARTS 1 LOVE ST SAN ANGELO TX 76903 NONE CONSTRUCT A TEXAS CULTURAL RESOURCE AND COLLECTION CENTER (TEXAS CRCSC) 200000 SEASONAL ASSISTANCE VARIOUS SAN ANGELO TX 76903 NONE SEASONAL ASSISTANCE 13200 SIGHT SAVERS AMERICA 337 BUSINESS CIR PELHAM AL 35124 NONE CHANGING THE LIVES OF CHILDREN WITH LOW VISION IN SAN ANGELO 12160 SUR INCORPORATED 221 S IRVING ST SAN ANGELO TX 76903 NONE BUILDING IMPROVEMENTS (HANDICAP STALLS AND CEILING TILE REPAIR) 47225 SUTTON COUNTY PUBLIC LIBRARY 301 W BEAUREGARD SAN ANGELO TX 76903 NONE SUTTON COUNTY PUBLIC LIBRARY FLOORING UPDATE 25000 TEXAS RAMP PROJECT 221 S IRVING ST SAN ANGELO TX 76903 NONE SAN ANGELO RAMP PROJECT 30000 THE JUNIOR LEAGUE OF SAN ANGELO 36 E TWOHIG AVE 100 SAN ANGELO TX 76903 NONE PERSONALLY AVAILABLE CARE KITS 15600 THE WHIT PROGRAM INC PO BOX 928 SAN ANGELO TX 76902 NONE ONLINE DATABASE APPLICATION 27072 UNITED WAY OF THE CONCHO VALLEY INC 955 TURNER ST SAN ANGELO TX 76903 NONE UNITED WE READ 20000 WATER VALLEY VOLUNTEER FIRE DEPARTMENT INC 17667 BOOTH ST WATER VALLEY TX 76958 NONE PURCHASE OF A WATER TANKER TRUCK AND RADIO EQUIPMENT 85000 WEST TEXAS COUNSELING & GUIDANCE 242 MAGDALEN ST SUITE 102 SAN ANGELO TX 76903 NONE MENTAL HEALTH EXPANSION PROJECT 31997 WEST TEXAS REHABILITATION CENTER 3001 S JACKSON ST SAN ANGELO TX 76904 NONE HOSPICE OF SAN ANGELO IN-HOSPITAL HOSPICE UNIT 500000 2178269 CONCHO VALLEY HOME FOR GIRLS 412 PREUSSER ST SAN ANGELO TX 76903 NONE SAVE CVHG 55000 GALILEE COMMUNITY DEVELOPMENT CORP 39 BUICK ST SAN ANGELO TX 76901 NONE REMODEL OF 9TH ST. APARTMENTS 150000 INSTITUTE FOR COGNITIVE DEVELOPMENT INC (ICD) 20 S KOENIGHEIM ST SAN ANGELO TX 76903 NONE ICD PROPERTY PURCHASE 150000 LA ESPERANZA CLINIC 1610 S CHADBOURNE SAN ANGELO TX 76903 NONE RENOVATION OF NEW MEDICAL AND BEHAVIORAL HEALTH CLINIC BUILDING 250000 LAKE IVIE VOLUNTEER FIRE DEPARTMENT 10349 LAKE COUNTRY ROAD PAINT ROCK TX 76866 NONE REPLACING FOUR OF OUR EXISTING 12' X12' SLIDING DOORS IN OUR FIRE HALL. 22000 MHMR SERVICES FOR THE CONCHO VALLEY 202 N MAIN ST SAN ANGELO TX 76903 NONE MHMRCV IT UPGRADES 100000 MILES EMPOWERMENT ASSOCIATION 110 ROBINSON ST MILES TX 76861 NONE MULTI-PURPOSE CONCRETE SLAB 20000 SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 NONE SAN ANGELO GIVES 2024 - AMPLIFICATION 100000 SAN ANGELO MUSEUM OF FINE ARTS 1 LOVE ST SAN ANGELO TX 76903 NONE CONSTRUCT A TEXAS CULTURAL RESOURCE AND COLLECTION CENTER (TEXAS CRCSC) 200000 SCHLEICHER COUNTY PUBLIC LIBRARY 201 SW MAIN ST ELDORADO TX 76936 NONE BUILDING RENOVATIONS / EQUIPMENT, FURNISHINGS, AND TECHNOLOGY / SECURITY EQUIPMENT AT NEWSCPL 100000 WEST TEXAS COUNSELING & GUIDANCE 242 MAGDALEN ST SUITE 102 SAN ANGELO TX 76903 NONE MENTAL HEALTH EXPANSION PROJECT 61493 YMCA OF SAN ANGELO 353 S RANDOLPH ST SAN ANGELO TX 76903 NONE E-SPORTS GAMING LOUNGE 31200 1239693 14 1113 14 927498 14 1345758 14 -1250305 0 1024064 0 1024064 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 23770 11885 11885 AUDIT AND TAX RETURN FEES 20100 10000 10000 INVESTMENT SECURITIES AT COST 51486578 52703253 TEXAS STATE BANK MONEY MARKET AT COST 996109 996109 UNREALIZED GAIN/(LOSS) ON INVESTMENTS -6343212 1291614 0 NON-CASH INVESTMENT ACTIVITY 7043 INVESTMENT FEES 159951 159951 0 INSURANCE 33241 16620 16620 DUES AND SUBSCRIPTIONS 928 65 863 POSTAGE 322 6 316 OTHER EXPENSE 2654 186 2468 OFFICE EXPENSES 17000 340 16660 TELEPHONE & WEB PAGE 6386 447 5939 SERVICE CONTRACTS 55332 3873 51459 REPAIRS AND MAINTENANCE 6748 13512 0 ROYALTY INCOME 20041 20041 20041 LEASE BONUS 991333 991333 991333 OTHER INCOME 648 648 648 PASSTHROUGH INVESTMENT INCOME 332000 0 332000 CHANGE IN ACCRUED INCOME 1736 0 1736 NET UNREALIZED GAIN OR LOSSES ON INVESTMENTS 7634826 EXCISE TAX PAYABLE 90698 112230 PROPERTY TAXES 4794 4794 0 PAYROLL TAX 15037 1053 13984 EXCISE TAX 44723 0 0