2025-04-14T13:57:40-05:00 2024-06-30 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990 2023-07-01 746053342 SAN ANTONIO GENEALOGICAL AND HISTORICAL SOCIETY SANA 2103425242 911 MELISSA DRIVE SAN ANTONIO TX 78213 PETER BARON PRESIDENT 2103425242 2025-04-10 1 1 RANDY L WALKER CPA P00963779 2103669430 2023 2025-03-06 01:10:19Z PETER BARON 911 MELISSA DRIVE SAN ANTONIO TX 78213 204942 0 X WWW.TXSAGHS.ORG X 1959 TX MAINTAINS A GENEALOGICAL REFERENCE LIBRARY, PUBLISHES NEWSLETTERS, WEBSITE, PRINT BOOKS AND MATERIALS ON GENEALOGICAL TOPICS, OPERATES A CENTER FOR EDUCATIONAL PROGRAMS AND SEMINARS. 8 8 0 60 0 0 153627 147151 8471 8077 465 44859 1574 4855 164137 204942 530 734 0 0 0 0 0 0 204 152015 116169 152545 116903 11592 88039 2185694 2324732 81 26 2185613 2324706 X MAINTAINS A GENEALOGICAL REFERENCE LIBRARY, PUBLISHES NEWSLETTERS, WEBSITE, PRINT BOOKS AND MATERIALS ON GENEALOGICAL TOPICS, OPERATES A CENTER FOR EDUCATIONAL PROGRAMS AND SEMINARS. 0 0 82759 734 OUR LIBRARY IS OPEN 4 DAYS A WEEK (TOTAL 25 HRS./WEEK 1300 HRS./YEAR) IT IS STAFFED BY OUR VOLUNTEER DUTY LIBRARIANS WHO ASSIST ALL PATRONS IN FINDING THE RESOURCES THAT HELP THEM IN THEIR RESEARCH. OTHER VOLUNTEERS ASSIST WITH CATALOGUING NEW RESOURCES, REPAIRING AGING, BUT VALUABLE RESOURCES, AS WELL AS SCANNING DONATED VITAL RECORDS INTO OUR COLLECTION OF VERTICAL FILES. WE HAVE TECHNICAL VOLUNTEERS TO MAINTAIN OUR IT NETWORK, AND THE IT EQUIPMENT (COMPUTERS, SCANNERS, PRINTERS, COPIERS).AS A REFERENCE GENEALOGICAL LIBRARY HOUSES A RICH INTERNATIONAL NON-CIRCULATING COLLECTION OF OVER 19,000 BOOKS, PERIODICALS, HISTORICAL MAPS AND OTHER MATERIALS. WE PROVIDE ACCESS TO GENEALOGICAL SUBSCRIPTION DATABASES THAT AID IN THE RESEARCH OF GENEALOGICAL & HISTORICAL STUDIES. THESE SUBSCRIPTIONS INCLUDE: ANCESTRY.COM, FOLD3.COM AND WE ARE AN AFFILIATE FOR FAMILYSEARCH.ORG. ALSO AVAILABLE ARE ACCESS TO THE NEW ENGLAND GENEALOGICAL SOCIETY (AMERICAN ANCESTORS), OHIO GENEALOGICAL SOCIETY AND NEW YORK GENEALOGICAL AND BIOGRAPHICAL SOCIETY WEBSITES. WE ALSO HAVE LIMITED OBITUARY AND CEMETERY RECORDS FOR THE SAN ANTONIO AREA. 1754 4215 OUR EDUCATION PROGRAM IS STAFFED WITH VOLUNTEERS WHO MAKE PRESENTATIONS OF A GENEALOGICAL OR HISTORICAL INTEREST. WE HOST A FULL-DAY ANNUAL SEMINAR WITH A PAID NATIONALLY RECOGNIZED LECTURER. OUR FOUNDERS DAY LUNCHEON RECOGNIZES THE FOUNDERS AND AWARDS A CERTIFICATE TO PERSONS WHO CAN TRACE THEIR ANCESTRY TO THE FOUNDING OF BEXAR COUNTY. OUR AWARD-WINNING WEBSITE PROVIDES INFORMATION TO THE PUBLIC ABOUT OUR PROGRAMS, LIBRARY COLLECTION AND SPECIAL EVENTS. THERE ARE MANY LINKS TO OTHER SITES TO GUIDE USERS TO EXCELLENT RESOURCES BEYOND OUR DOORS. 4735 3862 OUR PUBLICATION PROGRAM, STAFFED BY VOLUNTEERS ISSUES A MONTHLY NEWSLETTER WITH INTERESTING ARTICLES AND COLUMNS, MANY SUBMITTED BY MEMBERS. OUR QUARTERLY JOURNAL OUR HERITAGE PRINTS ARTICLES AND STORIES WRITTEN BY OUR MEMBERS ABOUT THEIR ANCESTORS AND HOW THEY DISCOVERED THEIR ANCESTRAL LINEAGE. WE HAVE AN ARRAY OF BOOKS FOR SALE THAT WERE AUTHORED OR COMPILED BY OUR MEMBERS. ADDITIONALLY, WE HOST A WEBSITE THAT PROVIDES INFORMATION TO THE PUBLIC AND A 'MEMBERS ONLY' SECTION. THESE PUBLICATION EFFORTS HAVE RECEIVED WRITING AWARDS OVER MANY YEARS. 89248 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 X X BARBARA HOLMES 2103425242 911 MELISSA DRIVE SAN ANTONIO TX 78213 X BILL MYERS DIRECTOR AT LARGE 5.00 X 0 0 0 JUDY CASTLEBERRY DIRECTOR AT LARGE 5.00 X 0 0 0 KITTY MASSEY DIRECTOR AT LARGE 5.00 X 0 0 0 ROBERT LEWIS PRESIDENT 30.00 X X 0 0 0 PETER BARRON VICE PRESIDENT 10.00 X X 0 0 0 KATHY TOTTEN SECRETARY 15.00 X X 0 0 0 BARBARA HOLMES TREASURER 30.00 X X 0 0 0 ELLEN COTTON FINANCE CHAIR 20.00 X X 0 0 0 0 0 0 0 0 0 0 0 16111 131040 147151 SEMINAR AND CLASSES 611600 4215 4215 PUBLICATION SALES 519200 3862 3862 8077 44859 44859 MISCELLANEOUS INCOME 900099 4855 4855 4855 204942 8077 0 49714 734 734 14152 14152 2074 2074 99 99 11922 11922 434 230 204 13215 9911 3304 627 627 28931 27484 1447 16564 12423 4141 LIBRARY & ARCHIVAL SERV 14954 14954 REPAIRS & MAINTENANCE 8036 6429 1607 EDUCATIONAL SEMINAR EXP 5161 5161 116903 89248 27451 204 210595 144088 143277 1140550 256253 869231 884297 1105868 1153070 2185694 2324732 81 26 81 26 X 2185613 2324706 2185613 2324706 2185694 2324732 88039 50933 121 0 X 0 0 0 X 1241807 221750 123114 153627 147151 1887449 7537 13098 8471 8077 37183 1241807 229287 136212 162098 155228 1924632 0 0 0 1924632 27978 24903 28764 465 44859 126969 27978 24903 28764 465 44859 126969 7514 5423 1059 5330 4855 24181 1277299 259613 166035 167893 204942 2075782 0.92720 0.96260 0.06120 0.03740 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 7,514. 2020 AMOUNT: $ 5,423. 2021 AMOUNT: $ 1,059. 2022 AMOUNT: $ 5,330. 2023 AMOUNT: $ 4,855. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1096722 91981 30000 14779 1143924 1105369 13853 22500 1096722 1191771 -86402 1105369 920048 271723 1191771 1.00000 0.00000 0.00000 0 0 146564 146564 952622 240029 712593 41364 16224 25140 884297 PART V LINE 4: THE PURPOSE OF THE FUND IS TO CREATE AN INCOME STREAM TO SUPPLEMENT DONATIONS AND OTHER INCOME TO PROVIDE RELIABLE CONTINUING PROGRAM SERVICES AND ASSET MAINTENANCE AND FOR THE SOCIETY'S LONG TERM VIABILITY. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION SAN ANTONIO GENEALOGICAL AND HISTORICAL SOCIETY 911 MELISSA DRIVE SAN ANTONIO, TX 78213 EMPLOYER IDENTIFICATION NUMBER: 74-6053342 FOR THE YEAR ENDING JUNE 30, 2024 SAN ANTONIO GENEALOGICAL AND HISTORICAL SOCIETY IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING REVISIONS WERE MADE TO THE BYLAWS: THE COMPOSITION OF THE BOARD OF DIRECTORS CHANGED - DECREASE IN NUMBER OF VICE PRESIDENTS FROM 3 TO 1. THE TWO ELIMINATED POSITIONS WERE VACANT. ELEVATED THE FINANCE CHAIR TO A VOTING MEMBER OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION OFFERS SINGLE, JOINT, SUBSCRIPTION AND STUDENT MEMBERSHIPS TO ANYONE 18 YEARS AND OLDER, LIBRARIES, AND SOCIETIES. SINGLE AND JOINT MEMBERS HAVE VOTING PRIVILEGES, WHICH INCLUDE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY AND APPROVAL OF CERTAIN GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION OFFERS SINGLE, JOINT, SUBSCRIPTION AND STUDENT MEMBERSHIPS TO ANYONE 18 YEARS AND OLDER, LIBRARIES, AND SOCIETIES. SINGLE AND JOINT MEMBERS HAVE VOTING PRIVILEGES, WHICH INCLUDE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION OFFERS SINGLE, JOINT, SUBSCRIPTION AND STUDENT MEMBERSHIPS TO ANYONE 18 YEARS AND OLDER, LIBRARIES, AND SOCIETIES. SINGLE AND JOINT MEMBERS HAVE VOTING PRIVILEGES, WHICH INCLUDE APPROVAL OF CERTAIN GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF FORM 990 IS GIVEN TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND ATTEST AS TO THE COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST.