2022-05-10T17:51:24-05:00 2021-06-30 841980623 RINA ACCOUNTANCY LLP 150 POST STREET STE 200 SAN FRANCISCO CA 94108 990 2020-07-01 942597514 SAINT FRANCIS FOUNDATION SAIN 4153536650 155 SANSOME STREET NO 500 SAN FRANCISCO CA 94104 ELIZABETH KATE SMITH INTERIM PRESIDENT 4153536650 2022-05-10 1 ELIZABETH KATE SMITH 999009999 TRACY TEALE P01290862 4157774488 2022-05-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X ELIZABETH KATE SMITH 155 SANSOME STREET NO 500 SAN FRANCISCO CA 94104 27123632 0 X WWW.SAINTFRANCISFOUNDATION.ORG X 1979 CA THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY. 27 27 7 0 0 174257 2038272 1648348 0 0 1894672 8846115 -131262 -198658 3801682 10295805 704366 1255838 0 0 1194375 1407235 0 0 928239 969843 1009898 2868584 3672971 933098 6622834 95653346 117497508 3092905 7248754 92560441 110248754 THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY. 0 0 1587590 1255838 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. 1587590 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 X 12 0 1 7 0 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X JOYCE TAM 4156453790 155 SANSOME STREET SUITE 500 SAN FRANCISCO CA 94104 SCOTT TAYLOR CHAIR 3.00 X X 0 0 0 KATE SMITH VICE CHAIR, SECRETARY 6.00 X X 0 0 0 EDE CONLON TREASURER 3.00 X X 0 0 0 ARJUN DEV ARORA BOARD MEMBER 1.00 X 0 0 0 DEANNA BERZINS BOARD MEMBER 1.00 X 0 0 0 JOHN BOYNTON BOARD MEMBER 1.00 X 0 0 0 MICHELE HANSON BOARD MEMBER 1.00 X 0 0 0 ELSIE FLETCHER BOARD MEMBER 1.00 X 0 0 0 BRANDI HUDSON BOARD MEMBER 1.00 X 0 0 0 FRANK MALIN MD BOARD MEMBER 1.00 X 0 0 0 CHRIS MEZA BOARD MEMBER 1.00 X 0 0 0 NILI MALACH POYNTER BOARD MEMBER 1.00 X 0 0 0 NICOLE PRIETO BOARD MEMBER 1.00 X 0 0 0 VICTOR PRIETO BOARD MEMBER 1.00 X 0 0 0 SARITA SATPATHY MD BOARD MEMBER 1.00 X 0 0 0 JOANNE SUN MD BOARD MEMBER 1.00 X 0 0 0 PAUL TORMEY BOARD MEMBER 1.00 X 0 0 0 DANIELLA VALLURUPALLI BOARD MEMBER 1.00 X 0 0 0 ANEAL VALLURUPALLI BOARD MEMBER 1.00 X 0 0 0 ANEESH KRISHNA BOARD MEMBER 1.00 X 0 0 0 HEIDI WITTENBERG MD BOARD MEMBER 1.00 X 0 0 0 JAMES A ALEVERAS BOARD MEMBER 1.00 X 0 0 0 RICHARD GROSSMAN MD BOARD MEMBER 1.00 X 0 0 0 MATTHEW BRADY BOARD MEMBER 1.00 X 0 0 0 JUDY DAVIES BOARD MEMBER 1.00 X 0 0 0 DOROTHY DUTTON BOARD MEMBER 1.00 X 0 0 0 DAVID KLEIN MD BOARD MEMBER 1.00 X 0 0 0 MARK A RYLE PRESIDENT 40.00 X 330200 0 53564 JOYCE TAM CONTROLLER 40.00 X 130597 0 36210 BROOKE BEDINGFIELD VP, PHILANTHROPY & LEGACY GIFTS 40.00 X 106895 0 16695 WILLIAM DOUGLAS DIRECTOR, PROGRAMS AND COM 40.00 X 107744 0 20752 675436 0 127221 4 0 1 0 CAMBRIDGE ASSOCIATES POBOX 83232 CHICAGO IL 60691 275000 1 215887 372669 1059792 236556 1648348 618994 618994 24855707 16618233 10353 8237474 -10353 8227121 8227121 0 215887 199241 -199241 -199241 OTHER REVENUE 900099 583 583 583 10295805 583 0 8646874 1255838 1255838 1077774 246496 263561 567717 99279 22413 24641 52225 164742 37191 40889 86662 65440 14809 16198 34433 37700 37700 92100 92100 413984 413984 109099 250 15633 93216 468 468 23717 23717 LOSS DUE TO FRAUD 214000 214000 DONOR MAILING 33548 33548 MINOR EQUIPMENT 29926 8689 8328 12909 PRINTING & DESIGN COLLA 16788 826 574 15388 38568 1078 5349 32141 3672971 1587590 1157142 928239 X 727524 644480 117296 116000 30725 267642 30342 42366 34491 34491 5936 0 92916758 113811249 1824765 2615771 95653346 117497508 190722 855150 2885050 1077924 17133 5315680 3092905 7248754 X 46624625 59033793 45935816 51214961 92560441 110248754 95653346 117497508 X 6622834 14968801 -4523842 620519 X 0 1 X 1 0 X 377003 1164478 1729631 1729631 1936762 6937505 377003 1164478 1729631 1729631 1936762 6937505 58978 6878527 619815 490375 3072689 1894672 9028908 15106459 6211 350 583 7144 22051108 964552 0.31190 0.37000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2016 AMOUNT: $ 6,211. 2019 AMOUNT: $ 350. 2020 AMOUNT: $ 583. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164500 164500 0 20844104 5013021 916814 1832532 23107779 21275695 429508 861099 20844104 21351269 1096960 1172534 21275695 18051771 1343250 776533 12547 18605941 17570969 1481220 1000418 18051771 0.75330 0.24670 0 0 34491 34491 0 0 MARKETABLE ALTERNATIVE INVESTMENTS 36688 F LIMITED PARTNERSHIPS 113774561 F 113811249 ANNUITY CONTRACTS PAYABLE 20219 FUNDS HELD FOR SFMH (SEE SCH. O) 5295461 5315680 25591141 14968801 120000 620520 15709321 9881820 413984 413984 10295804 3378986 120000 120000 3258986 413984 413984 3672970 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. 1 CA ANNUAL GALA 143832 143832 14488 180059 143832 143832 14488 180059 194547 -194547 1 SAINT FRANCIS MEMORIAL HOSPITAL 501(C)(3) 296738 OSI 11TH FLOOR FLOORING REPLACEMENT SAINT FRANCIS MEMORIAL HOSPITAL 501(C)(3) 97398 MITAKA MM51 MICROSCOPE SAINT FRANCIS MEMORIAL HOSPITAL 501(C)(3) 1779826 DAVINCI XI ROBOT SAINT FRANCIS MEMORIAL HOSPITAL 501(C)(3) 318897 VARIOUS CALOES RALLY 501(C)(3) 204337 SUPERVISED VISITATION CURRY SENIOR CENTER 501(C)(3) 35211 BEHAVIORAL HEALTH NAVIGATION LARKIN STREET YOUTH SERVICES 501(C)(3) 250000 IMPROVING BEHAVIORAL HEALTH FOR YOUNG PEOPLE EXPERIENCING HOMELESSNESS MENTAL HEALTH ASSOCIATION OF SAN FRANCISCO 501(C)(3) 274400 PEER NAVIGATION PROGRAM ASIAN & PACIFIC ISLANDER WELLNESS CENTER 501(C)(3) 300000 TRANSCARE FY 21-24 GLIDE 501(C)(3) 100000 ER TO HRX PROJECT SAINT FRANCIS MEMORIAL HOSPITAL 501(C)(3) -2400970 RESCINDED GRANTS 7 PART I, LINE 2: 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. X X X X X X 0 0 0 0 0 0 0 0 0 MARK A RYLE PRESIDENT 264054 0 40500 0 25646 0 23933 0 29631 0 383764 0 0 0 JOYCE TAM CONTROLLER 123343 0 2364 0 4890 0 11329 0 24881 0 166807 0 0 0 X 1 164500 FMV X SPECIAL EVENT RELATED GOODS 1 72056 FMV 0 1 0 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. ST FRANCIS FDN FD LP 125 HIGH STREET OLIVER BOSTON MA 01220 472962055 INVESTMENT MA SAINT FRANCIS FOUNDATION EXCLUDED INVESTMENT 0 0 0.99900 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0