2017-04-18T13:30:28-05:00 2016-06-30 264677183 DZH PHILLIPS LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2015-07-01 942597514 SAINT FRANCIS FOUNDATION SAIN 4153536650 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 KEVIN CAUSEY PRESIDENT 4153536650 2017-04-06 1 DEBORAH KAMINSKI P00645581 4157812500 2015 2021-01-29 14:40:06Z KEVIN CAUSEY 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 4269202 0 X WWW.SAINTFRANCISFOUNDATION.ORG X 1979 CA 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. 24 24 0 17 19213 0 2627513 3007542 0 0 7707635 108880 202521 271257 10537669 3387679 2873223 6374951 0 0 1586657 1717607 0 0 1433365 1183920 1635316 5643800 9727874 4893869 -6340195 95270360 88428872 2557287 4554568 92713073 83874304 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. 0 0 6374951 6374951 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. 6374951 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 1 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 34 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X HENRY TANG 4153536652 900 HYDE STREET SUITE 1208 SAN FRANCISCO CA 94109 MICHAEL SOZA CHAIR 1.00 X 0 0 0 FRASER A MCALPINE VICE CHAIR 1.00 X 0 0 0 JAMES ALEVERAS SECRETARY 1.00 X 0 0 0 JOHN BOYNTON BOARD MEMBER 1.00 X 0 0 0 ED CONLON BOARD MEMBER 1.00 X 0 0 0 DAVID DUONG BOARD MEMBER 1.00 X 0 0 0 DOROTHEA DUTTON BOARD MEMBER 1.00 X 0 0 0 ISSA ESHIMA BOARD MEMBER 1.00 X 0 0 0 ROBERT FALLTRICK BOARD MEMBER 1.00 X 0 0 0 LAURIE FIRESTONE BOARD MEMBER 1.00 X 0 0 0 ELSIE M FLETCHER BOARD MEMBER 1.00 X 0 0 0 THOMAS KLEIN BOARD MEMBER 1.00 X 0 0 0 LADAN LARI BOARD MEMBER 1.00 X 0 0 0 ALAN R MALOUF BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER MEZA BOARD MEMBER 1.00 X 0 0 0 LEE MOORE 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 ANDREW RUMER BOARD MEMBER 1.00 X 0 0 0 PAUL J SLOSAR BOARD MEMBER 1.00 X 0 0 0 SCOTT TAYLOR BOARD MEMBER 1.00 X 0 0 0 DANIELLA VALLURUPALLI BOARD MEMBER 1.00 X 0 0 0 JOAN WATSON BOARD MEMBER 1.00 X 0 0 0 KEVIN CAUSEY PRESIDENT 40.00 X 0 299584 53064 MARKHAM MILLER VICE PRESIDENT 40.00 X 0 168365 27759 HENRY TANG TREASURER 40.00 X 0 65391 10974 JENNIFER KISS DIRECTOR OF COMMUNITY PART 40.00 X 0 146974 17063 JOYCE TAM CONTROLLER 40.00 X 0 124128 23086 GAY ANN JEGERS THRU 43015 DIRECTOR OF FINANCE 40.00 X 0 83397 8441 0 887839 140387 0 0 1 0 CAMBRIDGE ASSOCIATES PO BOX 83232 CHICAGO IL 60691 INVESTMENT CONSULTANTS 275000 1 3007542 3007542 798764 19213 779551 683823 6061 -683823 -6061 -689884 -689884 459844 191639 268205 268205 OTHER INVESTMENT INCOME 900099 3052 3052 3052 3387679 0 19213 360924 6338751 6338751 16200 16200 20000 20000 1311571 616438 695133 65044 30571 34473 240319 112819 127500 100673 47316 53357 22771 22771 58180 58180 487047 487047 228287 152375 75912 106910 106910 150379 56397 93982 39573 37567 2006 24140 21640 2500 107238 107238 35768 35768 25709 25709 FOOD AND BEVERAGE 94242 13893 80349 DONOR CULTIVATION 86056 9167 76889 COMMUNITY SUPPORT 42954 87 42867 MISCELLANEOUS EXPENSES 42830 7476 35354 83232 77099 6133 9727874 6374951 1919558 1433365 19252 301333 1778030 329004 1562870 1526758 129430 52392 82643 46171 43298 36472 90401005 80156185 1336475 6026728 95270360 88428872 184103 311508 2067287 3947258 305897 295802 2557287 4554568 X 43117660 37459153 19181177 16000915 30414236 30414236 92713073 83874304 95270360 88428872 X -6340195 -2401740 -96834 X X 0 1 X 1 0 X 1366184 920314 6886912 2627513 3007542 14808465 1366184 920314 6886912 2627513 3007542 14808465 6877048 7931417 1279688 1204858 1107966 1446399 798764 5837675 3003 4204 354 501 3052 11114 20657254 2301038 0.38400 0.44570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41498514 -1372418 980000 39146096 41664814 200 970214 1136714 41498514 36767665 94403 4859064 56318 41664814 34688666 27052 3479952 1428005 36767665 36338723 100 -742651 -907506 34688666 0 0 82643 46171 36472 36472 MARKETABLE ALTERNATIVE INVESTMENTS 232497 F LIMITED PARTNERSHIPS 79923688 C 80156185 ARTWORK AND OTHER NON-DEPRECIABLE ASSETS 9126 PROPERTY SUBJECT TO LIFE ESTATE INTEREST, NET OF DEPRECIATION 3517602 DUE FROM SINGLE INVESTOR FUND 2500000 6026728 DUE TO SAINT FRANCIS MEMORIAL HOSPITAL 144945 ANNUITY CONTRACTS PAYABLE 150857 295802 X 408119 -2401740 -96834 -2498574 2906693 487047 -6061 480986 3387679 9246888 6061 6061 9240827 487047 487047 9727874 PART V, LINE 4: THE ENDOWMENT FUNDS ARE DESIGNATED FOR VARIOUS PURPOSES, THE INCOME FROM WHICH IS SPENT IN ACCORDANCE WITH THOSE DESIGNATIONS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D. ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE FOUNDATION HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE FOUNDATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -96,834. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL -6,061. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 6,061. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECEIPIENTS LOCATED IN REGION GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM 20000 0 0 0 0 0 0 20000 0 20000 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT OF COMMUNITY PROGRAMS 20000 WIRE TRANSFER N/A N/A 1 1 0 0 0 0 0 PART I, LINE 2: GRANTS ARE MADE ONLY TO ORGANIZATIONS WHOSE PROGRAMS ARE CONSISTENT WITH AND HAVE SYNERGY WITH THE FOUNDATION'S MISSION: 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. WHITE CAPS NIGHT CAPS 83338 83338 48913 AMBASSADOR'S OSCAR PARTY 2016 131060 131060 88513 5 47807 47807 54213 262205 262205 191639 191639 70566 1 10129 FOUNDATION 500 SANSOME STREET SUITE 750 SAN FRANCISCO CA 94111 475537866 501(C)(3) 5000 N/A N/A SPONSORSHIP TO TENDERLOVE SF EVENT 826 VALENCIA 826 VALENCIA SAN FRANCISCO CA 94110 043694151 501(C)(3) 25000 N/A N/A FACILITY GRANT FOR THE ORGANIZATION ALISA ANN RUCH BURN FOUNDATION 50 N HILL AVENUE SUITE 305 PASADENA CA 91106 237162017 501(C)(3) 30200 N/A N/A GRANT ON BEHALF OF THE HOSPITAL'S BOTHIN BURN UNIT, TO ASSIST BURN PATIENT'S RECOVERY AMERICA SCORES 1610 HARRISON STREET SAN FRANCISCO CA 94103 521955491 501(C)(3) 15000 N/A N/A TLHIP PROGRAM GRANT, FOR "WORDS FOR ACTION" PROGRAM AMERICAN BURN ASSN 311 SOUTH WACKER DRIVE SUITE 4150 CHICAGO IL 60606 362654533 501(C)(3) 25000 N/A N/A SPONSORSHIP ON BEHALF OF THE HOSPITAL'S BURN CENTER AMERICAN CONSERVATORY THEATRE 30 GRANT AVENUE 7TH FLOOR SAN FRANCISCO CA 94108 946135772 501(C)(3) 25000 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM BOYS AND GIRLS CLUB OF SAN FRANCISCO 380 FULTON STREET SAN FRANCISCO CA 94102 135562976 501(C)(3) 253250 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM CENTRAL MARKET COMMUNITY BENEFIT DISTRICT 901 MARKET STREET SUITE 490 SAN FRANCISCO CA 94103 392050135 501(C)(3) 25000 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM COMMUNITY INITIATIVES 354 PINE ST SUITE 700 SAN FRANCISCO CA 94104 943255070 501(C)(3) 131000 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM JEWISH VOCATIONAL SERVICES 225 BUSH STREET SUITE 400 SAN FRANCISCO CA 94104 942213100 501(C)(3) 5000 N/A N/A SPONSORSHIP TO ORGANIZATION TO CULTIVATE A POTENTIAL DONOR LARKIN STREET YOUTH CENTER 134 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 942917999 501(C)(3) 147500 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM LIVABLE CITY 333 HAYES STREET SUITE 202 SAN FRANCISCO CA 94102 943350190 501(C)(3) 5000 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM NATIONAL COUNCIL ON ALCOHOLISM - BAY AREA 1170 MARKET STREET 6TH FLOOR SAN FRANCISCO CA 94102 131664053 501(C)(3) 34000 N/A N/A GRANT ON BEHALF OF THE HOSPITAL'S COMMUNITY BENEFIT DEPARTMENT NORTH OF MARKET NEIGHBORHOOD IMPROVEMENT 25 TAYLOR STREET SAN FRANCISCO CA 94102 943230366 501(C)(3) 125000 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM OUTWARD BOUND CALIFORNIA 1539 PERSHING DRIVE SAN FRANCISCO CA 94129 264206241 501(C)(3) 25000 N/A N/A GRANT TO PROMOTE THE HOSPITAL'S SPORTS MEDICINE DEPARTMENT PLAYWRIGHTS FOUNDATION 1616 16TH STREET SN FRANCISCO CA 94103 131999454 501(C)(3) 10000 N/A N/A SPONSORSHIP TO ORGANIZATION TO CULTIVATE A POTENTIAL DONOR RAPHAEL HOUSE 1065 SUTTER STREET SAN FRANCISCO CA 94109 943141608 501(C)(3) 28500 N/A N/A GRANT TO FIX HOMELESS SHELTER FLOOD DAMAGE, TO CULTIVATE A POTENTIAL DONOR ROOMS THAT ROCK 4 CHEMO INC 1032 IRVING STREET 223 SAN FRANCISCO CA 94122 462777062 501(C)(3) 6000 N/A N/A GRANT TO COORDINATE THE RENOVATION OF THE HOSPITAL'S CANCER INFUSION ROOM SPUR 654 MISSION STREET SAN FRANCISCO CA 94105 941498232 501(C)(3) 5000 N/A N/A SPONSORSHIP TO ORGANIZATION TO CULTIVATE A POTENTIAL DONOR ST ANTHONY'S FOUNDATION 150 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 736104300 501(C)(3) 27000 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM ST FRANCIS LIVING ROOM SENIOR CENTER 350 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 743159355 501(C)(3) 25000 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM TIDES CENTER 1014 TORNEY AVENUE SAN FRANCISCO CA 94129 943213100 501(C)(3) 5000 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM TENDERLOIN COMMUNITY BENEFIT CORPORATION 25 TAYLOR STREET 710 SAN FRANCISCO CA 94102 203828997 501(C)(3) 30000 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORP 201 EDDY STREET SAN FRANCISCO CA 94102 942761808 501(C)(3) 40000 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM UPTOWN TENDERLOIN MUSEUM 398 EDDY STREET SAN FRANCISCO CA 94102 364643665 501(C)(3) 25000 N/A N/A GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM 25 SUPPORT OF COMMUNITY PROGRAMS 1 16200 N/A N/A PART I, LINE 2: GRANTS ARE MADE ONLY TO ORGANIZATIONS WHOSE PROGRAMS ARE CONSISTENT WITH AND HAVE SYNERGY WITH THE FOUNDATION'S MISSION: 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. X X X 0 0 0 0 0 0 0 0 0 KEVIN CAUSEY PRESIDENT 0 232730 0 65489 0 1365 0 29164 0 23900 0 352648 0 0 MARKHAM MILLER VICE PRESIDENT 0 150349 0 17000 0 1016 0 16635 0 11124 0 196124 0 0 JENNIFER KISS DIRECTOR OF COMMUNITY PART 0 121991 0 23000 0 1983 0 14994 0 2069 0 164037 0 0 X 8 173390 FMV 0 0 1 1 PART I, LINE 32B: SAINT FRANCIS FOUNDATION USES A THIRD-PARTY VENDOR TO MANAGE ALL VEHICLE DONATIONS AND ISSUE FORMS 1098C: V-DAC, WWW.V-DAC.COM. DURING THE CURRENT YEAR, V-DAC FORWARDED THE FUNDS RECEIVED FROM A SINGLE AUTOMOBILE DONATION TO SFF IN ACCORDANCE WITH THE DONOR'S REQUEST. FORM 990, PART VI, SECTION B, LINE 11 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 COMPLIANCE WITH THE POLICY IS BEING MONITORED VIA YEARLY QUESTIONNAIRE DISTRIBUTED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE SHALL REVIEW STAFF EVALUATIONS AND SHALL DETERMINE THE COMPENSATION OF THE FOUNDATION'S TOP MANAGEMENT OFFICIAL AND OTHER EMPLOYEES. 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. COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE PRESIDENT AND APPROVED BY THE PERSONNEL 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 XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -96,834. FORM 990, PART XI, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCEDURE DID NOT CHANGE FROM PRIOR YEAR. FORM 990, PART V, LINE 2A THE FOUNDATION REIMBURSES SAINT FRANCIS MEMORIAL HOSPITAL FOR THEIR WAGES AND RELATED TAXES. THE HOSPITAL INCLUDES THE FORMS W-2 AND RELATED PAYROLL TAXES IN THEIR COMPANY REPORTS. ST FRANCIS FDN FD LP 125 HIGH STREET OLIVER BOSTON MA 01220 472962055 INVESTMENT MA SAINT FRANCIS FOUNDATION EXCLUDED INVESTMENT 791507 82491259 0 0 0.99900 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 ST FRANCIS FDN FD LP R 91392373