2025-05-08T19:49:37-05:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-07-01 942597514 SAINT FRANCIS FOUNDATION SAIN 4153536650 155 SANSOME STREET 500 SAN FRANCISCO CA 94104 ELIZABETH KATE SMITH PRESIDENT 4153536650 2025-05-01 1 1 KATY BROWN P00650274 9257902600 2025-05-01 2023 2025-03-06 01:10:19Z ELIZABETH KATE SMITH 155 SANSOME STREET 500 SAN FRANCISCO CA 94104 93388098 0 X WWW.SAINTFRANCISFOUNDATION.ORG X 1979 CA THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY. 16 16 6 5 224112 34642 1497392 474332 0 0 1593706 5708959 -228252 0 2862846 6183291 2705006 2009291 0 0 942239 891445 26278 248171 648335 1315807 1010599 4989330 4159506 -2126484 2023785 112513028 117823239 11341978 9431767 101171050 108391472 THE MISSION OF THE SAINT FRANCIS FOUNDATION IS TO RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE ABILITY OF SAINT FRANCIS MEMORIAL HOSPITAL TO DELIVER EXCEPTIONAL HEALTH CARE SERVICES AND COMPASSIONATE CARE TO ITS PATIENTS AND TO THE COMMUNITIES THE HOSPITAL SERVES. 0 0 2358649 2009291 THE SAINT FRANCIS FOUNDATION IS COMMITTED TO SUPPORT AND ENHANCE THE ABILITY OF SAINT FRANCIS MEMORIAL HOSPITAL TO DELIVER EXCEPTIONAL HEALTHCARE SERVICES AND COMPASSIONATE CARE TO ITS PATIENTS AND TO THE COMMUNITIES THE HOSPITAL SERVES. WE PROVIDE GRANT FUNDING TO THE SAINT FRANCIS MEMORIAL HOSPITAL AND KEY NONPROFIT ORGANIZATIONS IN THE COMMUNITY WE SERVE. THROUGH OUR GRANTMAKING AND PARTNERSHIP WITH DONORS, OUR GOAL IS TO FOSTER OUTSTANDING HEALTH SERVICES TO THE LOCAL COMMUNITY FOCUSING ON INNOVATION, BEHAVIORAL HEALTH, AGING, AND CRISIS MANAGEMENT & RESPONSE. 2358649 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 15 0 1 6 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X KATE SMITH PRESIDENT 4154700330 155 SANSOME STREET SUITE 500 SAN FRANCISCO CA 94104 MATTHEW BRADY CHAIR 1.00 X X 0 0 0 MICHELE HANSON VICE CHAIR 1.00 X X 0 0 0 ANEAL VALLURPALLI TREASURER 1.00 X X 0 0 0 ANEESH KRISHNA SECRETARY 1.00 X X 0 0 0 LAURETTE HARTIGAN BOARD MEMBER 1.00 X 0 0 0 DEANNA BERZINS BOARD MEMBER 1.00 X 0 0 0 BETH JOHNSON BOARD MEMBER 1.00 X 0 0 0 WILLIAM JUMP BOARD MEMBER 1.00 X 0 0 0 BRANDON A KLINE BOARD MEMBER 1.00 X 0 0 0 FRANK MALIN MD BOARD MEMBER 1.00 X 0 0 0 NILI MALACH POYNTER BOARD MEMBER 1.00 X 0 0 0 SOTHA SAING BOARD MEMBER 1.00 X 0 0 0 SARITA SATPATHY MD BOARD MEMBER 1.00 X 0 0 0 JEFF TAYLOR BOARD MEMBER 1.00 X 0 0 0 NORIKO LIM-TEPPER BOARD MEMBER 1.00 X 0 0 0 HEIDI WITTENBERG MD BOARD MEMBER 1.00 X 0 0 0 ELIZABETH KATE SMITH PRESIDENT 40.00 X 159170 0 5042 JULIA LUDWIG DIR. DEVELOPMENT AND MARKETING 40.00 X 100036 0 19183 KEN WOOLSTON DIR. ADMINISTRATION 40.00 X 111269 0 16489 WILLIAM DOUGLAS DIR. PROGRAMS AND COMMUNITY P'SHIP 40.00 X 130675 0 32834 JOYCE TAM CONTROLLER (THRU 08/23), FORMER 40.00 X 237654 0 24814 738804 0 98362 5 1 1 0 CAMBRIDGE ASSOCIATES PO BOX 83232 CHICAGO IL 60691 INVESTMENT CONSULTING 275000 1 201675 272657 2400 474332 1023344 224112 799232 91890254 168 87204807 0 4685447 168 4685615 4685615 6183291 0 224112 5484847 1957548 1957548 51743 51743 164212 65685 32842 65685 599859 193184 232354 174321 14784 5176 4206 5402 58507 22840 15768 19899 54083 17412 18426 18245 55976 55976 216287 216287 248171 248171 437355 437355 48808 10462 26553 11793 42881 2880 3210 36791 20610 2578 10867 7165 8282 8282 75528 24049 24424 27055 9186 8426 760 34083 13771 20312 5717 5717 44567 5092 33746 5729 IN KIND MATERIALS/SUPPL 5879 5879 RECOGNITION GIFTS 4546 4283 263 894 29 865 4159506 2358649 1152522 648335 5810613 882214 5299652 750000 133199 3120 50250 3478 0 41118 57648 34491 34491 0 0 103210682 108472449 2694017 2927827 112513028 117823239 190966 526902 6599374 4686250 4551638 4218615 11341978 9431767 X 56956319 64279925 44214731 44111547 101171050 108391472 112513028 117823239 X 2023785 4891092 305545 X 0 1 X 1 0 X 2038272 1648348 840760 1497392 474331 6499103 2038272 1648348 840760 1497392 474331 6499103 766021 5733082 1894672 618994 871261 1012543 1023344 5420814 350 583 4785 5718 11925635 0.48070 0.42850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 350. 2020 AMOUNT: $ 583. 2021 AMOUNT: $ 4,785. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21532970 2130575 1920815 21742730 21655684 749603 872317 21532970 23107779 -520688 931407 21655684 20844104 5013021 916814 1832532 23107779 21275695 429508 861099 20844104 0.00000 0.66520 0.33480 0 0 34491 34491 0 0 MARKETABLE ALTERNATIVE INVESTMENTS 34172 F LIMITED PARTNERSHIPS 108438277 F 108472449 ANNUITY CONTRACTS PAYABLE 10121 FUNDS HELD FOR SFMH (SEE SCH. O) 4042261 RIGHT OF USE LIABILITY 166233 4218615 X 10942573 4891092 305545 5196637 5745936 437355 437355 6183291 3722151 0 3722151 437355 437355 4159506 PART V, LINE 4: THE ANNUAL SPENDING RATE FROM THE ENDOWMENT IS 5% OF THE AVERAGE MARKET VALUE, CALCULATED OVER THE TWELVE QUARTERS THROUGH THE FISCAL YEAR-END PROCEEDING. CERTAIN ENDOWMENT GIFTS ARE DESIGNATED FOR SPECIFIC PURPOSES AND SPENT ACCORDINGLY. PART X, LINE 2: THE FOUNDATION HAS RECEIVED TAX-EXEMPT STATUS UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND UNDER THE CALIFORNIA REVENUE CODE SECTION 23701(D). ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE CHARITABLE REMAINDER TRUST 305,545. X X X X X X X 0 KATHARINE BERG 124 HOLLOWAY AVENUE SAN FRANCISCO CA 94110 GRANT WRITING FOR FOUNDATIONS 0 172929 21131 151798 JOHN MINI CONSULTING 124 GILLS NECK ROAD LEWES DE 19958 MAILING SOLITATIONS 0 59614 65298 -5684 KERRY JOHNSON 127 SEMINARY DRIVE APT L MILL VALLEY CA 94941 FUNDRAISING SUPPORT AND DATABASE 0 58065 161750 -103685 290608 248179 42429 CA 1 SAINT FRANCIS MEMORIAL HOSPITAL 900 HYDE ST SAN FRANCISCO CA 94109 770022302 501C3 1212548 0 PROGRAM SUPPORT HYDE STREET COMMUNITY SERVICES INC 815 HYDE ST SAN FRANCISCO CA 94109 450493846 501C3 150000 0 PROGRAM SUPPORT MAITRI COMPASSIONATE CARE 401 DUBOCE AVE SAN FRANCISCO CA 94117 943189198 501C3 30000 0 PROGRAM SUPPORT LYON-MARTIN COMMUNITY HEALTH SERVICES 1735 MISSION STREET SAN FRANCISCO CA 94103 863008459 501C3 150000 0 PROGRAM SUPPORT CLINIC BY THE BAY (VOLUNTEERS IN MEDICINE SF) 35 ONODAGA AVENUE SAN FRANCISCO CA 94112 262593712 501C3 30000 0 PROGRAM SUPPORT LARKIN STREET YOUTH SERVICES 134 GOLDEN GATE AVE SAN FRANCISCO CA 94102 942917999 501C3 250000 0 PROGRAM SUPPORT SAN FRANCISCO COMMUNITY HEALTH CENTER 730 POLK STREET 4TH FLOOR SAN FRANCISCO CA 94109 943096109 501C3 105000 0 PROGRAM SUPPORT SAN FRANCISCO PRIDE 1663 MISSION STREET SUITE 305 SAN FRANCISCO CA 94103 943006693 501C3 10000 0 PROGRAM SUPPORT THE SALVATION ARMY A CALIFORNIA CORPORATION 832 FOLSOM STREET SAN FRANCISCO CA 94107 941170408 501C3 10000 0 PROGRAM SUPPORT URBAN ALCHEMY 72 6TH STREET SAN FRANCISCO CA 94103 825408579 501C3 10000 0 PROGRAM SUPPORT 10 0 AUXILLIARY SCHOLARSHIP 1 10000 0 MOY'S HERO SCHOLARSHIP 1 5000 0 NATIONAL ABA CONFERENCE 2024 5 15538 0 WESTERN REGIONAL BURN CONFERENCE - TAHOE 2024 9 12489 0 NATIONAL LEAGUE FOR NURSING'S (NLN) 2024 EDUCATION SUMMIT 5 8716 0 PART I, LINE 2: THE FOUNDATION HAS A GRANTS COMMITTEE TO REVIEW AND APPROVE INCOMING GRANT REQUESTS FROM THE SAINT FRANCIS MEMORIAL HOSPITAL AND ITS COMMUNITY PARTNER ORGANIZATIONS. WITH GRANTS TO THE HOSPITAL, THEY ARE REIMBURSED UPON PROGRESS OR COMPLETION OF THE PROJECT/PURCHASE OF THE EQUIPMENT AND UPON FURNISHING INVOICE DOCUMENTATION TO SUBSTANTIATE THE AMOUNTS. WITH GRANTS TO THE COMMUNITY ORGANIZATIONS, THERE ARE REQUESTED QUARTERLY STATUS REPORTS THAT TRACKS THE PROGRESSION OF THE PROJECT AND ARE CONNECTED TO PAYMENTS. X X X X X X 1 0 0 0 0 0 0 1 0 JOYCE TAM CONTROLLER (THRU 08/23), FORMER 151026 0 0 0 86628 0 4528 0 20286 0 262468 0 0 0 ELIZABETH KATE SMITH PRESIDENT 159170 0 0 0 0 0 4760 0 282 0 164212 0 0 0 WILLIAM DOUGLAS DIR. PROGRAMS AND COMMUNITY P'SHIP 115675 0 15000 0 0 0 3918 0 28916 0 163509 0 0 0 PART I, LINE 4A JOYCE TAM RECEIVED A SEVERANCE PAYMENT OF $86,628. PART I, LINE 7 THE BONUSES PAID TO WILLIAM DOUGLAS, DIRECTOR OF PROGRAMS AND COMMUNITY PARTNERSHIP, AND KEN WOOLSTON, DIR. OF ADMINISTRATION, WERE NON-FIXED PAYMENTS. THEY WERE DISCRETIONARY TO THE PRESIDENT AND BASED ON PERFORMANCE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 HAS BEEN REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS TO REVIEW BEFORE FILLING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. COMPLIANCE WITH THE POLICY IS BEING MONITORED VIA YEARLY QUESTIONNAIRE DISTRIBUTED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE AND COMPENSATION COMMITTEES SHALL REVIEW THE EVALUATIONS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT. REASONABLE COMPENSATION SHOULD BE DETERMINED USING COMPARABLE DATA FROM SIMILAR MARKETPLACE POSITIONS. MINUTES OF THE DELIBERATION AND DECISIONS SHALL BE WRITTEN, APPROVED BY THE COMMITTEE, AND KEPT BY THE PRESIDENT OR A CONFIDENTIAL FILE. COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 18 THE FINANCIAL STATEMENTS AND TAX RETURNS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEB-SITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN GIFT ANNUITY CHANGE IN VALUE CHARITABLE REMINDER TRUST 305,545. FORM 990, PART X, LINE 25, OTHER LIABILITIES THE FOUNDATION ACTS AS A FISCAL AGENT FOR SAINT FRANCIS MEMORIAL HOSPITAL, THE FUNDS HELD ON THEIR BEHALF ARE RECORED AS A LIABILITY ON THE SAINT FRANCIS FOUNDATION FINANCIAL STATEMENTS. ST FRANCIS FDN FD LP 125 HIGH STREET OLIVER BOSTON MA 01220 472962055 INVESTMENT MA SAINT FRANCIS FOUNDATION EXCLUDED INVESTMENT 5086355 89452334 0 224112 0 0.99900 CHARITABLE REMAINDER TRUST (1) CA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0