SAINT FRANCIS FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAINT FRANCIS FOUNDATION (EIN 94-2597514)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-10
- IRS object ID
- 202221309349305162
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T17:51:24-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841980623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINA ACCOUNTANCY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 POST STREET STE 200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942597514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT FRANCIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 4153536650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SANSOME STREET NO 500 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH KATE SMITH | PersonNm |
| Person Title | INTERIM PRESIDENT | PersonTitleTxt |
| Phone | 4153536650 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | KATE SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY TEALE | PreparerPersonNm |
| PTIN | P01290862 | PTIN |
| Phone | 4157774488 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ELIZABETH KATE SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SANSOME STREET NO 500 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,123,632 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAINTFRANCISFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $174,257 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,038,272 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,648,348 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,894,672 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,846,115 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$131,262 | PYOtherRevenueAmt |
| CY Other Revenue | -$198,658 | CYOtherRevenueAmt |
| PY Total Revenue | $3,801,682 | PYTotalRevenueAmt |
| CY Total Revenue | $10,295,805 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $704,366 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,255,838 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,194,375 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,407,235 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $928,239 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $969,843 | PYOtherExpensesAmt |
| CY Other Expenses | $1,009,898 | CYOtherExpensesAmt |
| PY Total Expenses | $2,868,584 | PYTotalExpensesAmt |
| CY Total Expenses | $3,672,971 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $933,098 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,622,834 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,653,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,497,508 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,092,905 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,248,754 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $92,560,441 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,248,754 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,587,590 | ExpenseAmt |
| Grant | $1,255,838 | GrantAmt |
| Desc | TO RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE LIVES OF THE COMMUNITY SERVED BY THE SAINT FRANCIS MEMORIAL HOSPITAL AND THE SERVICES IT PROVIDES. | Desc |
| Total Program Service Expenses | $1,587,590 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE TAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156453790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SANSOME STREET SUITE 500 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SCOTT TAYLOR | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATE SMITH | |||||||
| VICE CHAIR, SECRETARY | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDE CONLON | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARJUN DEV ARORA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEANNA BERZINS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BOYNTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE HANSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELSIE FLETCHER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRANDI HUDSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK MALIN MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS MEZA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NILI MALACH POYNTER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE PRIETO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTOR PRIETO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARITA SATPATHY MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE SUN MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL TORMEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIELLA VALLURUPALLI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANEAL VALLURUPALLI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANEESH KRISHNA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI WITTENBERG MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES A ALEVERAS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD GROSSMAN MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW BRADY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY DAVIES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY DUTTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KLEIN MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK A RYLE | |||||||
| PRESIDENT | 40.00 | Yes (X) | $330,200 | $0 | $53,564 | ||
| JOYCE TAM | |||||||
| CONTROLLER | 40.00 | $130,597 | $0 | $36,210 | Yes (X) | ||
| BROOKE BEDINGFIELD | |||||||
| VP, PHILANTHROPY & LEGACY GIFTS | 40.00 | $106,895 | $0 | $16,695 | Yes (X) | ||
| WILLIAM DOUGLAS | |||||||
| DIRECTOR, PROGRAMS AND COM | 40.00 | $107,744 | $0 | $20,752 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $675,436 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $127,221 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 83232 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60691 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation | $275,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $215,887 | FundraisingAmt |
| Government Grants | $372,669 | GovernmentGrantsAmt |
| All Other Contributions | $1,059,792 | AllOtherContributionsAmt |
| Noncash Contributions | $236,556 | NoncashContributionsAmt |
| Total Contributions | $1,648,348 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $618,994 | TotalRevenueColumnAmt |
| Exclusion | $618,994 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,855,707 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,618,233 | SecuritiesAmt |
| Other | $10,353 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,237,474 | SecuritiesAmt |
| Other | -$10,353 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,227,121 | TotalRevenueColumnAmt |
| Exclusion | $8,227,121 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $215,887 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $199,241 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$199,241 | TotalRevenueColumnAmt |
| Exclusion | -$199,241 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $583 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $583 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $583 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,295,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $583 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,646,874 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,255,838 | TotalAmt |
| Program Services | $1,255,838 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,077,774 | TotalAmt |
| Program Services | $246,496 | ProgramServicesAmt |
| Management And General | $263,561 | ManagementAndGeneralAmt |
| Fundraising | $567,717 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,279 | TotalAmt |
| Program Services | $22,413 | ProgramServicesAmt |
| Management And General | $24,641 | ManagementAndGeneralAmt |
| Fundraising | $52,225 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,742 | TotalAmt |
| Program Services | $37,191 | ProgramServicesAmt |
| Management And General | $40,889 | ManagementAndGeneralAmt |
| Fundraising | $86,662 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,440 | TotalAmt |
| Program Services | $14,809 | ProgramServicesAmt |
| Management And General | $16,198 | ManagementAndGeneralAmt |
| Fundraising | $34,433 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,700 | TotalAmt |
| Management And General | $37,700 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,100 | TotalAmt |
| Management And General | $92,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,984 | TotalAmt |
| Management And General | $413,984 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,099 | TotalAmt |
| Program Services | $250 | ProgramServicesAmt |
| Management And General | $15,633 | ManagementAndGeneralAmt |
| Fundraising | $93,216 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468 | TotalAmt |
| Management And General | $468 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,717 | TotalAmt |
| Management And General | $23,717 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| LOSS DUE TO FRAUD | $214,000 | $214,000 | ||
| DONOR MAILING | $33,548 | $33,548 | ||
| MINOR EQUIPMENT | $29,926 | $8,328 | $12,909 | $8,689 |
| PRINTING & DESIGN COLLA | $16,788 | $574 | $15,388 | $826 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,568 | TotalAmt |
| Program Services | $1,078 | ProgramServicesAmt |
| Management And General | $5,349 | ManagementAndGeneralAmt |
| Fundraising | $32,141 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,672,971 | TotalAmt |
| Program Services | $1,587,590 | ProgramServicesAmt |
| Management And General | $1,157,142 | ManagementAndGeneralAmt |
| Fundraising | $928,239 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,524 | BOYAmt |
| EOY | $644,480 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,296 | BOYAmt |
| EOY | $116,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,725 | BOYAmt |
| EOY | $267,642 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,342 | BOYAmt |
| EOY | $42,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,491 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,491 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,936 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,916,758 | BOYAmt |
| EOY | $113,811,249 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,824,765 | BOYAmt |
| EOY | $2,615,771 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,653,346 | BOYAmt |
| EOY | $117,497,508 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,722 | BOYAmt |
| EOY | $855,150 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,885,050 | BOYAmt |
| EOY | $1,077,924 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,133 | BOYAmt |
| EOY | $5,315,680 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,092,905 | BOYAmt |
| EOY | $7,248,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,624,625 | BOYAmt |
| EOY | $59,033,793 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,935,816 | BOYAmt |
| EOY | $51,214,961 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,560,441 | BOYAmt |
| EOY | $110,248,754 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,653,346 | BOYAmt |
| EOY | $117,497,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,622,834 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,968,801 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$4,523,842 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $620,519 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $377,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,164,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,729,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,729,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,936,762 | CurrentTaxYearAmt |
| Total | $6,937,505 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $377,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,164,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,729,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,729,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,936,762 | CurrentTaxYearAmt |
| Total | $6,937,505 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $58,978 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,878,527 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $619,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $490,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,072,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,894,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,028,908 | CurrentTaxYearAmt |
| Total | $15,106,459 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $583 | CurrentTaxYearAmt |
| Total | $7,144 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,051,108 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $964,552 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.31190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2016 AMOUNT: $ 6,211. 2019 AMOUNT: $ 350. 2020 AMOUNT: $ 583. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $164,500 | RevenuesIncludedAmt |
| Assets Included | $164,500 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,844,104 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,013,021 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $916,814 | OtherExpendituresAmt |
| Administrative Expenses | $1,832,532 | AdministrativeExpensesAmt |
| End Year Balance | $23,107,779 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,275,695 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $429,508 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $861,099 | OtherExpendituresAmt |
| End Year Balance | $20,844,104 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,351,269 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,096,960 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,172,534 | OtherExpendituresAmt |
| End Year Balance | $21,275,695 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,051,771 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,343,250 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $776,533 | OtherExpendituresAmt |
| Administrative Expenses | $12,547 | AdministrativeExpensesAmt |
| End Year Balance | $18,605,941 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,570,969 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,481,220 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,000,418 | OtherExpendituresAmt |
| End Year Balance | $18,051,771 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.75330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24670 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,491 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,491 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MARKETABLE ALTERNATIVE INVESTMENTS | $36,688 | F |
| LIMITED PARTNERSHIPS | $113,774,561 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $113,811,249 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY CONTRACTS PAYABLE | $20,219 |
| FUNDS HELD FOR SFMH (SEE SCH. O) | $5,295,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,315,680 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $25,591,141 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,968,801 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $120,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $620,520 | OtherRevenueAmt |
| Revenue Not Reported | $15,709,321 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,881,820 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $413,984 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $413,984 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,295,804 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,378,986 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $120,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $120,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,258,986 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $413,984 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $413,984 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,672,970 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE DESIGNATED FOR VARIOUS PURPOSES, THE INCOME FROM WHICH IS SPENT IN ACCORDANCE WITH THOSE DESIGNATIONS. ADMINISTRATIVE EXPENSES INCLUDE AMOUNTS REALLOCATED DUE TO A CHANGE IN ACCOUNTING POLICY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN GIFT ANNUITY -5,987. CHANGE IN VALUE CHARITABLE REMAINDER TRUST 626,506. ROUNDING 1. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $143,832 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $143,832 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $14,488 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $180,059 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $143,832 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $143,832 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $14,488 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $180,059 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $194,547 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$194,547 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|
| SAINT FRANCIS MEMORIAL HOSPITAL | ||
| 501(C)(3) | $296,738 | OSI 11TH FLOOR FLOORING REPLACEMENT |
| SAINT FRANCIS MEMORIAL HOSPITAL | ||
| 501(C)(3) | $97,398 | MITAKA MM51 MICROSCOPE |
| SAINT FRANCIS MEMORIAL HOSPITAL | ||
| 501(C)(3) | $1,779,826 | DAVINCI XI ROBOT |
| SAINT FRANCIS MEMORIAL HOSPITAL | ||
| 501(C)(3) | $318,897 | VARIOUS |
| CALOES RALLY | ||
| 501(C)(3) | $204,337 | SUPERVISED VISITATION |
| CURRY SENIOR CENTER | ||
| 501(C)(3) | $35,211 | BEHAVIORAL HEALTH NAVIGATION |
| LARKIN STREET YOUTH SERVICES | ||
| 501(C)(3) | $250,000 | IMPROVING BEHAVIORAL HEALTH FOR YOUNG PEOPLE EXPERIENCING HOMELESSNESS |
| MENTAL HEALTH ASSOCIATION OF SAN FRANCISCO | ||
| 501(C)(3) | $274,400 | PEER NAVIGATION PROGRAM |
| ASIAN & PACIFIC ISLANDER WELLNESS CENTER | ||
| 501(C)(3) | $300,000 | TRANSCARE FY 21-24 |
| GLIDE | ||
| 501(C)(3) | $100,000 | ER TO HRX PROJECT |
| SAINT FRANCIS MEMORIAL HOSPITAL | ||
| 501(C)(3) | -$2,400,970 | RESCINDED GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TO SUPPORT AND IMPROVE HEALTH CARE GENERALLY AND IN PARTICULAR, BUT WITHOUT LIMITATION, TO ACT FOR THE BENEFIT OF SAINT FRANCIS MEMORIAL HOSPITAL, BY RECEIPT OF GRANTS, BEQUESTS, DONATIONS, CONTRIBUTIONS, AND MEMORIALS ON BEHALF OF THE HOSPITAL. TO MAKE CONTRIBUTIONS AND DONATIONS TO AND PROVIDING FUND RISING SUPPORT FOR SAINT FRANCIS MEMORIAL HOSPITAL, AND BY OTHERWISE RENDERING SUPPORT TO SAID HOSPITAL AND SUPPORTING HEALTH CARE SERVICES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK A RYLE | ||||||||||||||
| PRESIDENT | $264,054 | $0 | $40,500 | $0 | $25,646 | $0 | $23,933 | $0 | $29,631 | $0 | $383,764 | $0 | $0 | $0 |
| JOYCE TAM | ||||||||||||||
| CONTROLLER | $123,343 | $0 | $2,364 | $0 | $4,890 | $0 | $11,329 | $0 | $24,881 | $0 | $166,807 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $164,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SPECIAL EVENT RELATED GOODS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $72,056 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | THE FOUNDATION REIMBURSES SAINT FRANCIS MEMORIAL HOSPITAL FOR WAGES AND RELATED TAXES. THE HOSPITAL INCLUDES THE FORMS W-2 AND RELATED PAYROLL TAXES IN THEIR COMPANY REPORTS. THE FOUNDATION HAD 7 EMPLOYEES IN 2021. |
| FORM 990, PART VI, SECTION A, LINE 2 | - NICOLE PRIETO AND VICTOR PRIETO HAVE A FAMILY RELATIONSHIP - DANIELLA VALLURUPALLI AND ANEAL VALLURUPALLI HAVE A FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION MADE BYLAW CHANGES DURING THE CURRENT FISCAL YEAR. |
| 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 FILING. |
| 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 COMMITTEE SHALL REVIEW THE EVALUATIONS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CONTROLLER. 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 AND APPROVED BY THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FINANCIALS STATEMENT 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 X, LINE 25, OTHER LIABILITIES | IN CONNECTION WITH THE RESTATEMENT NOTED IN PART XI, THE FOUNDATION NOW ACTS AS A FISCAL AGENT FOR SAINT FRANCIS MEMORIAL HOSPITAL, THE FUNDS HELD ON THIER BEHALF ARE RECORDED AS A LIBILITY ON THE SAINT FRANCIS FOUNDATION FINANCIAL STATEMENTS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN GIFT ANNUITY -5,987. CHANGE IN VALUE CHARITABLE REMINDER TRUST 626,506. |
| FORM 990, PART XI, LINE 8, PRIOR PERIOD ADJUSTMENTS | DURING THE YEAR ENDED JUNE 30, 2021 THE FOUNDATION RECONSIDERED THE HOSPITAL'S HISTORICAL INVOLVEMENT IN CERTAIN ACTIVITIES OF THE FOUNDATION CONCLUDING THAT THIS INVOLVEMENT DOES NOT PROVIDE THE HOSPITAL WITH THE ABILITY TO PARTICIPATE IN THE FOUNDATIONS' GRANT MAKING PRIORITIES OR ITS OPERATIONS AND IS THEREFORE NO LONGER FINANCIALLY INTERRELATED WITH THE FOUNDATION IN ACCORDANCE WITH ASC 958-20. AS A RESULT OF NO LONGER BEING FISCALLY INTERRELATED ENTITIES, CONTRIBUTIONS PREVIOUSLY RECORD AS CONTRIBUTIONS WITH DONOR RESTRICTIONS ON THE STATEMENT OF ACTIVITIES SHOULD HAVE BEEN RECORDED AS A LIABILITY TO THE HOSPITAL. ACCORDINGLY, THE FOUNDATION RESTATED ITS BEGINNING NET ASSETS AS OF JULY 1, 2020. THE EFFECT OF THE RESTATEMENT WAS TO DECREASE NET ASSETS BY $4,523,842 AND INCREASE FUNDS HELD FOR SAINT FRANCIS MEMORIAL HOSPITAL BY $4,523,842. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST FRANCIS FDN FD LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET OLIVER | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472962055 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT FRANCIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED INVESTMENT | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.99900 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |