Nonprofit · EIN 82-2798932
SAMF FUND
Tax-exempt · SAN ANTONIO, TX 78229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,430,781 | $2,083,192 | -$652,411 | $23,163,119 | $33,301 | $23,129,818 |
| December 31, 2024 | 990 | $887,695 | $1,054,767 | -$167,072 | $21,489,752 | $34,308 | $21,455,444 |
| December 31, 2023 | 990 | $1,104,778 | $811,507 | $293,271 | $19,372,053 | $1,776 | $19,370,277 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $364,563
- Program service revenue
- $0
- Investment income
- $613,939
- Net rental income
- $336,343
- Other revenue
- $452,279
Expenses
- Grants and similar amounts paid
- $1,999,281
- Other salaries and wages
- $23,287
- Salaries, compensation and benefits (total)
- $23,287
- Professional fundraising fees
- $0
- Program services (functional)
- $2,032,342
- Management and general (functional)
- $46,686
- Fundraising (functional)
- $4,164
Balance sheet and other
- Total assets, start of year
- $21,489,752
- Total assets, end of year
- $23,163,119
- Total liabilities, end of year
- $33,301
- Net assets, end of year
- $23,129,818
- Land, buildings and equipment
- $479,149
- Publicly traded securities
- $22,191,142
- Net assets without donor restrictions
- $21,197,085
- Net assets with donor restrictions
- $1,932,733
- Gross receipts
- $1,430,781
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2017
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| RICHARD PEREZ | SAMF PRESIDENT Officer | 4 | $0 | $290,640 |
| LETICIA MOND | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| CONNIE GILBERT | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| BYRON HEPBURN MD | SAMF CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| ELIZABETH CRAWFORD | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHN KEETON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| GABRIELE NIEDERAUER PHD | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| STEPHANIE CHANDLER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| DENISE GREEN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| HARRY SCHWETHELM | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| RICHARD PEREZ | PRESIDENT Officer | 4 | $0 | $246,208 |
| JAMES R REED | FORMER PRESIDENT Officer | 4 | $0 | $67,380 |
| LETICIA MOND | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| CONNIE GILBER | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| BYRON HEPBURN MD | DIRECTOR Trustee or director, Officer | 1.5 | $0 | $0 |
| GABRIELE NIEDERAUER PHD | DIRECTOR Trustee or director, Officer | 1.5 | $0 | $0 |
| STEPHANIE CHANDLER | DIRECTOR Trustee or director, Officer | 1.5 | $0 | $0 |
| DENISE GREEN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| HARRY SCHWETHELM | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| ELIZABETH CRAWFORD | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHN KEETON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES R REED | PRESIDENT Officer | 4 | $0 | $232,130 | $26,370 |
| LISA FRIEL | director Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| Harry Schwethelm | director Trustee or director | 1.5 | $0 | $0 | $0 |
| CONNIE GILBERT | director Trustee or director | 1.5 | $0 | $0 | $0 |
| LETICIA MOND | chair Trustee or director | 2 | $0 | $0 | $0 |
| DENISE GREEN | director Trustee or director | 1.5 | $0 | $0 | $0 |
| ELIZABETH CRAWFORD | director Trustee or director | 1.5 | $0 | $0 | $0 |
| STEPHANIE CHANDLER | DIRECTOR Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| BYRON HEPBURN MD | DIRECTOR Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 29736, SAN ANTONIO, TX 78229-0736
- In care of
- % RICHARD PEREZ
- Principal officer (990 for 2025)
- RICHARD PEREZ, PO BOX 29736, SAN ANTONIO, TX 78229
- Signed the 990
- RICHARD PEREZ, PRESIDENT
- Phone
- (210) 614-3724
- Return prepared by
- ADKF PC
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.
Program accomplishments
- SAN ANTONIO MEDICAL FOUNDATION, A 501(C) (3) ORGANIZATION, IS THEBENEFICIARY RELATED TO THIS ORGANIZATION'S MANAGEMENT OFINVESTMENTS AND UNRELATED REAL ESTATE.Expenses $2,032,342 · grants $1,999,281
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-2798932
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $23,163,119
- Income (IRS master file)
- $1,430,781
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,430,781 | $2,083,192 | $23,163,119 | XML |
| 990 | December 2024 | $887,695 | $1,054,767 | $21,489,752 | XML |
| 990 | December 2023 | $1,104,778 | $811,507 | $19,372,053 | XML |
| 990 | December 2022 | $578,208 | $992,235 | $16,726,047 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-2798932).
Questions about SAMF FUND
- What is the EIN of SAMF FUND?
- The employer identification number (EIN) of SAMF FUND is 82-2798932.
- Is SAMF FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to SAMF FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does SAMF FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAMF FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMF FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SAMF FUND?
- The 990 for the year ended December 31, 2025 names RICHARD PEREZ.
- Who are the officers and directors of SAMF FUND?
- The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SAMF FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,430,781, expenses of $2,083,192 and total assets of $23,163,119 at year end.
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