2025-07-14T08:59:45-05:00 2024-12-31 752138464 OLIVER RAINEY & WOJTEK LLP 2909 SHERWOOD WAY SUITE 300 SAN ANGELO TX 76901 990PF 2024-01-01 751315145 SAN ANGELO HEALTH FOUNDATION SANA 3254860185 P O BOX 3550 SAN ANGELO TX 76902 DEBORAH WATSON PRESIDENT 3254860185 2025-07-14 1 1 MEGHAN D KAUTEN CPA P01320734 3259426713 2024 2025-03-06 01:10:19Z X 59672690 X X 1336 1336 1035899 1443766 2960214 22872626 3023129 452861 29328 4450310 4497559 163800 11466 152334 55433 3880 51553 19271 1349 17922 48521 24261 24261 18089 2768 15321 124678 8727 14052 984 13068 33974 2378 31596 7585 0 7585 246844 221102 40630 732247 276915 354270 2292690 2457896 3024937 276915 2812166 1425373 4220644 200 200 200 91305 112609 112609 68350 51746 837000 837000 837000 837000 52482687 53768498 55926414 5694531 2898064 2917356 2796467 2796467 1291614 2245665 0 57688512 59812185 59672690 115430 119411 570440 418651 112230 0 798100 538062 X 56890412 59274123 56890412 59274123 57688512 59812185 56890412 1425373 977329 59293114 18991 59274123 WESTWOOD COMMON FUND P 2024-01-01 2024-12-31 22872626 19849497 3023129 3023129 3023129 58667 0 58667 0 58667 49759 0 0 0 49759 0 8908 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 STEVE CECIL PO BOX 3550 SAN ANGELO TX 76902 CHAIRMAN 4.00 0 0 0 CARLOS RODRIGUEZ PO BOX 3550 SAN ANGELO TX 76902 VICE CHAIRMAN 4.00 0 0 0 CASEY BARRETT PO BOX 3550 SAN ANGELO TX 76902 SECRETARY 4.00 0 0 0 JEFFREY MCCORMICK PO BOX 3550 SAN ANGELO TX 76902 TREASURER 4.00 0 0 0 DEVIN BATES PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 VALERY FRANK 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 DAVID LUPTON PO BOX 3550 SAN ANGELO TX 76902 TRUSTEE 2.00 0 0 0 SHANE PLYMELL 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 MARY JANE STEADMAN 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 MARILYN ABOUSSIE PO BOX 3550 SAN ANGELO TX 76902 ADVISORY TRUSTEE 2.00 0 0 0 TOM EARLY 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 ROB PATYRAK PO BOX 3550 SAN ANGELO TX 76902 ADVISORY TRUSTEE 2.00 0 0 0 KAREN PFLUGER PO BOX 3550 SAN ANGELO TX 76902 ADVISORY TRUSTEE 2.00 0 0 0 T RICHEY OLIVER 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 HUGH LAMAR 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 163800 12138 0 MIKE BOYD PO BOX 3550 SAN ANGELO TX 76902 ADVISORY TRUSTEE 2.00 0 0 0 NONE 0 WESTWOOD TRUST 200 CRESCENT COURT SUITE 1200 DALLAS TX 75201 INVESTMENT FEES 176615 0 0 55816406 158771 6381571 62356748 0 0 62356748 935351 61421397 3071070 3071070 58667 58667 3012403 0 3012403 0 3012403 2812166 0 2812166 3012403 0 0 17306 17306 2812166 0 0 0 2812166 0 17306 17306 0 0 0 0 0 182931 0 0 0 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 CONCHO VALLEY HOME FOR GIRLS 412 PREUSSER ST SAN ANGELO TX 76903 NONE PROGRAM FUNDING FOR CONCHO VALLEY HOME FOR GIRLS 55000 CONCHO VALLEY TURNING POINT 528 E HIGHLAND BLVD SAN ANGELO TX 76903 NONE MEN'S TRANSITIONAL HOUSING EXPANSION 50000 CV BIBLICAL COUNSELING CENTER 2601 FREELAND AVE SAN ANGELO TX 76901 NONE TECHNOLOGY IMPLEMENTATION AND IMPROVEMENTS PROJECT 20000 EAST CONCHO VOLUNTEER FIRE DEPARTMENT 777 ABERNATHY RD SAN ANGELO TX 76905 NONE WILDLAND SKID UNIT 35500 EATON HILL NATURE CENTER AND PRESERVE 500 CITYHILL RD SONORA TX 76950 NONE YOUTH PRIMITIVE LEARNING & DISCOVERY AREA 20000 HELPING HANDS FOR THE ELDERLY 39 BUICK ST SAN ANGELO TX 76901 NONE HELPING HANDS KITCHEN UPDATES 15000 INSTITUTE FOR COGNITIVE DEVELOPMENT INC (ICD) 20 S KOENIGHEIM ST SAN ANGELO TX 76903 NONE ICD PROPERTY PURCHASE 150000 JUNCTION COMMUNITY AFTER SCHOOL PROGRAM & FAMILY CENTER PO BOX 697 JUNCTION TX 76849 NONE BUILDING PROJECT 75000 KNICKERBOCKER COMMUNITY CENTER 14499 S FM 2335 KNICKERBOCKER TX 76904 NONE COMMUNITY CENTER RENOVATIONS 20000 LA ESPERANZA CLINIC 1610 S CHADBOURNE SAN ANGELO TX 76903 NONE RENOVATION OF NEW MEDICAL & BEHAVIORAL HEALTH CLINIC 250000 LAKE IVIE VOLUNTEER FIRE DEPARTMENT 10349 LAKE COUNTRY ROAD PAINT ROCK TX 76866 NONE REPLACE FIRE HALL SLIDING DOORS 21432 MHMR SERVICES FOR THE CONCHO VALLEY 202 N MAIN ST SAN ANGELO TX 76903 NONE TECHNOLOGY UPGRADES 100000 MILES EMPOWERMENT ASSOCIATION 110 ROBINSON ST MILES TX 76861 NONE MULTI-PURPOSE CONCRETE SLAB 20000 PREGNANCY HELP CENTER OF CONCHO VALLEY 2525 SHERWOOD WAY SAN ANGELO TX 76901 NONE RENOVATIONS FOR STI CLINIC 125000 RUSTED AND WEATHERED INC 518 MEANDER ST ABILENE TX 79602 NONE HOME REPAIRS FOR LOW-INCOME VETERANS, ELDERLY, AND DISABLED 20000 SAN ANGELO AMATEUR RADIO CLUB (SAARC) 5513 STEWART LN SAN ANGELO TX 76904 NONE CLUBHOUSE RENOVATION AND REMODELING PROJECT 8900 SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 NONE SAN ANGELO GIVES 2024 AMPLIFICATION 100000 SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 NONE ALL-TEX SPLASH PAD 50000 SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 NONE HONORARIUM FOR MIKE BOYD AND T. RICHEY OLIVER 20000 SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 NONE SAN ANGELO AREA FUND 403549 SAN ANGELO DIABETES COALITION 2601 W AVENUE N SAN ANGELO TX 76903 NONE DIABETIC EDUCATION 125000 SAN ANGELO EARLY CHILDHOOD CENTER 619 JULIAN ST SAN ANGELO TX 76903 NONE PROGRAM FUNDING 222236 SCHLEICHER COUNTY PUBLIC LIBRARY 201 SW MAIN ST ELDORADO TX 76936 NONE BUILDING RENOVATIONS AND UPDATES TO MOVE THE LIBRARY 100000 SEASONAL ASSISTANCE VARIOUS SAN ANGELO TX 76903 NONE SEASONAL ASSISTANCE 15000 SIERRA VISTA UNITED METHODIST CHURCH 4522 COLLEGE HILLS BLVD SAN ANGELO TX 76904 NONE BUNK & A PRAYER PROJECT 25000 SIGHT SAVERS AMERICA 337 BUSINESS CIR PELHAM AL 35124 NONE SAN ANGELO LOW VISION & BLINDNESS PROGRAM 14488 SLEEP IN HEAVENLY PEACE 221 S IRVING ST SAN ANGELO TX 76903 NONE BEDS FOR KIDS IN NEED IN SAN ANGELO 7130 STEADY STEPS CHILDREN'S WEEKDAY MINISTRY 224 BROAD ST MASON TX 76856 NONE PROGRAM FUNDING 20000 SUTTON COUNTY FOOD PANTRY 704 GLASSCOCK AVE SONORA TX 76950 NONE KITCHEN UPDATES 35621 TEXAS RAMP PROJECT PO BOX 832065 RICHARDSON TX 75083 NONE SAN ANGELO RAMP PROJECT 30000 THE SALVATION ARMY 34 W 3RD ST SAN ANGELO TX 76903 NONE REOPEN EMERGENCY SHELTER 50000 THE WHIT PROGRAM INC PO BOX 928 SAN ANGELO TX 76902 NONE DATABASE HOSTING AND SUPPORT 30600 UNITED WAY OF THE CONCHO VALLEY INC 955 TURNER ST SAN ANGELO TX 76903 NONE UNITED WE READ: DOLLY PARTON'S IMAGINATION LIBRARY 25000 WEST TEXAS COUNSELING & GUIDANCE 242 MAGDALEN ST SUITE 102 SAN ANGELO TX 76903 NONE MENTAL HEALTH EXPANSION PROJECT 92240 YMCA OF SAN ANGELO 353 S RANDOLPH ST SAN ANGELO TX 76903 NONE E-SPORTS GAMING LOUNGE 31200 YMCA OF SAN ANGELO 353 S RANDOLPH ST SAN ANGELO TX 76903 NONE STEPHEN'S NATATORIUM DEHUMIDIFIER/HVAC REPLACEMENT 75000 2457896 ANGELO CIVIC THEATRE 1936 SHERWOOD WAY SAN ANGELO TX 76901 NONE AIR CONDITIONER REPLACEMENT 44000 GALILEE COMMUNITY DEVELOPMENT CORP 39 BUICK ST SAN ANGELO TX 76901 NONE 9TH STREET APARTMENTS REMODEL FOR LOW-INCOME YOUTH 150000 SAN ANGELO AREA FOUNDATION 221 S IRVING ST SAN ANGELO TX 76903 NONE SAN ANGELO GIVES 2025 AMPLIFICATION 100000 SAN ANGELO FOOD BANK 221 S IRVING ST SAN ANGELO TX 76903 NONE POP UP FOOD DISTRIBUTIONS 10000 THE SALVATION ARMY 34 W 3RD ST SAN ANGELO TX 76903 NONE REOPEN EMERGENCY SHELTER 50000 WEST TEXAS COUNSELING & GUIDANCE 242 MAGDALEN ST SUITE 102 SAN ANGELO TX 76903 NONE TECHNOLOGY AND SECURITY UPDATES 64651 418651 14 1336 14 1035899 01 452861 14 2960214 0 4450310 0 4450310 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 31171 15586 15586 AUDIT AND TAX RETURN FEES 17350 8675 8675 INVESTMENT SECURITIES AT COST 53768498 55926414 UNREALIZED GAIN/(LOSS) ON INVESTMENTS 1291614 2245665 NON-CASH INVESTMENT ACTIVITY 18991 INVESTMENT FEES 177952 192840 0 INSURANCE 36157 18079 18079 DUES AND SUBSCRIPTIONS 995 70 925 POSTAGE 377 8 369 OTHER EXPENSE 380 27 353 OFFICE EXPENSES 10068 201 9866 TELEPHONE & WEB PAGE 6232 436 5796 SERVICE CONTRACTS 5637 395 5242 REPAIRS AND MAINTENANCE 9046 9046 0 ROYALTY INCOME 22620 22620 22620 OTHER INCOME 5644 5644 5644 PASSTHROUGH INVESTMENT INCOME 398723 1064 398723 CHANGE IN ACCRUED INCOME 12810 0 12810 INSURANCE PROCEEDS 13064 0 13064 NET UNREALIZED GAIN OR LOSSES ON INVESTMENTS 931730 PP EXCISE TAX EXPENSE ADJUSTMENT 45599 EXCISE TAX PAYABLE 112230 0 PROPERTY TAXES 1615 1615 0 PAYROLL TAX 16474 1153 15321