SAINT FRANCIS FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAINT FRANCIS FOUNDATION (EIN 94-2597514)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-12
- IRS object ID
- 201631339349303508
- Schema version
- 2014v6.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T13:11:32-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264677183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZH PHILLIPS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941051815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 | 900 HYDE STREET NO 1208 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN CAUSEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4153536650 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH KAMINSKI | PreparerPersonNm |
| PTIN | P00645581 | PTIN |
| Phone | 4157812500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN CAUSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 HYDE STREET NO 1208 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,763,717 | 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 | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$40,613 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,886,912 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,627,513 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,864,166 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,707,635 | CYInvestmentIncomeAmt |
| PY Other Revenue | $157,401 | PYOtherRevenueAmt |
| CY Other Revenue | $202,521 | CYOtherRevenueAmt |
| PY Total Revenue | $11,908,479 | PYTotalRevenueAmt |
| CY Total Revenue | $10,537,669 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,557,384 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,873,223 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,340,478 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,586,657 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $56,755 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,112,483 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $917,815 | PYOtherExpensesAmt |
| CY Other Expenses | $1,183,920 | CYOtherExpensesAmt |
| PY Total Expenses | $3,872,432 | PYTotalExpensesAmt |
| CY Total Expenses | $5,643,800 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,036,047 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,893,869 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $96,036,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,270,360 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,852,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,557,287 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $93,183,759 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $92,713,073 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,873,223 | ExpenseAmt |
| Grant | $2,873,223 | 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 | $2,873,223 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY TANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153536652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 HYDE STREET SUITE 1208 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES G GARRICK MD | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM KLEIN | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER J MUSTO | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL SOZA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM ALEVERAS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN BOYNTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED CONLON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOROTHEA M DUTTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ISSA ESHIMA MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYL A FAMA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURIE FIRESTONE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELSIE FLETCHER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COLETTE R FUJIMOTO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK KISS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DUNCAN LEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRASER A MCALPINE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER J MEZA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLE PRIETO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL SLOSAR MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOAN WATSON RN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KYLE GOLDMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NILI MALACH POYTNER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICTOR PRIETO MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIELLA VALLURUPALLI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN CAUSEY | ||||||
| PRESIDENT | 40.00 | Yes (X) | $0 | $219,251 | $42,107 | |
| MARKHAM MILLER | ||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $0 | $154,730 | $25,459 | |
| GAY JEGERS THROUGH 43015 | ||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $0 | $120,187 | $15,173 | |
| JENNIFER KISS | ||||||
| DIRECTOR OF COMMUNITY PARTNERS | 40.00 | Yes (X) | $0 | $149,132 | $16,455 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $643,300 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,194 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| PO BOX 83232 | CHICAGO | IL | 60691 | INVESTMENT CONSULTANTS | $163,084 |
| GOLDMAN ASSOCIATES | |||||
| 1405 SPRING WAY | BERKELEY | CA | 94708 | SOCIAL IMPACT CONSULTANTS | $121,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,627,513 | AllOtherContributionsAmt |
| Total Contributions | $2,627,513 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,446,399 | TotalRevenueColumnAmt |
| Exclusion | $1,446,399 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,261,236 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,261,236 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,261,236 | TotalRevenueColumnAmt |
| Exclusion | $6,261,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $428,068 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $226,048 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,020 | TotalRevenueColumnAmt |
| Exclusion | $202,020 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $501 | TotalRevenueColumnAmt |
| Exclusion | $501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $501 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,537,669 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,910,156 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,873,223 | TotalAmt |
| Program Services | $2,873,223 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174,979 | TotalAmt |
| Management And General | $622,739 | ManagementAndGeneralAmt |
| Fundraising | $552,240 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,559 | TotalAmt |
| Management And General | $32,096 | ManagementAndGeneralAmt |
| Fundraising | $28,463 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,483 | TotalAmt |
| Management And General | $135,480 | ManagementAndGeneralAmt |
| Fundraising | $123,003 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,636 | TotalAmt |
| Management And General | $49,097 | ManagementAndGeneralAmt |
| Fundraising | $43,539 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,486 | TotalAmt |
| Management And General | $20,486 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,404 | TotalAmt |
| Management And General | $50,404 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,791 | TotalAmt |
| Management And General | $199,791 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,386 | TotalAmt |
| Management And General | $108,408 | ManagementAndGeneralAmt |
| Fundraising | $53,978 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,979 | TotalAmt |
| Management And General | $140,502 | ManagementAndGeneralAmt |
| Fundraising | $7,477 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,219 | TotalAmt |
| Management And General | $48,514 | ManagementAndGeneralAmt |
| Fundraising | $115,705 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,824 | TotalAmt |
| Management And General | $14,854 | ManagementAndGeneralAmt |
| Fundraising | $5,970 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,141 | TotalAmt |
| Management And General | $20,941 | ManagementAndGeneralAmt |
| Fundraising | $1,200 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,531 | TotalAmt |
| Management And General | $14,531 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,233 | TotalAmt |
| Management And General | $31,233 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,207 | TotalAmt |
| Management And General | $24,207 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| FOOD AND BEVERAGE | $112,359 | $22,572 | $89,787 |
| DONOR CULTIVATION | $60,245 | $1,584 | $58,661 |
| MISCELLANEOUS EXPENSES | $57,044 | $28,975 | $28,069 |
| RECOGNITION | $33,322 | $33,322 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,749 | TotalAmt |
| Management And General | $58,358 | ManagementAndGeneralAmt |
| Fundraising | $4,391 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,643,800 | TotalAmt |
| Program Services | $2,873,223 | ProgramServicesAmt |
| Management And General | $1,658,094 | ManagementAndGeneralAmt |
| Fundraising | $1,112,483 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,600 | BOYAmt |
| EOY | $19,252 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,623,776 | BOYAmt |
| EOY | $1,778,030 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,220,730 | BOYAmt |
| EOY | $1,562,870 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,018 | BOYAmt |
| EOY | $129,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $71,794 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,496 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,260 | BOYAmt |
| EOY | $43,298 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,049,370 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,252,895 | BOYAmt |
| EOY | $90,401,005 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,329,418 | BOYAmt |
| EOY | $1,336,475 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,036,067 | BOYAmt |
| EOY | $95,270,360 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,599 | BOYAmt |
| EOY | $184,103 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,511,229 | BOYAmt |
| EOY | $2,067,287 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,480 | BOYAmt |
| EOY | $305,897 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,852,308 | BOYAmt |
| EOY | $2,557,287 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,846,943 | BOYAmt |
| EOY | $43,117,660 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,922,780 | BOYAmt |
| EOY | $19,181,177 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,414,036 | BOYAmt |
| EOY | $30,414,236 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,183,759 | BOYAmt |
| EOY | $92,713,073 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,036,067 | BOYAmt |
| EOY | $95,270,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,893,869 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,348,922 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$15,633 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $1,845,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,366,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $920,314 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,886,912 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,627,513 | CurrentTaxYearAmt |
| Total | $13,646,649 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,845,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,366,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $920,314 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,886,912 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,627,513 | CurrentTaxYearAmt |
| Total | $13,646,649 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,929,413 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,717,236 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $858,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,279,688 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,204,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,107,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,446,399 | CurrentTaxYearAmt |
| Total | $5,897,490 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $501 | CurrentTaxYearAmt |
| Total | $12,380 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,556,519 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,543,530 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.41370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,664,814 | BeginningYearBalanceAmt |
| Contributions | $200 | ContributionsAmt |
| Investment Earnings Or Losses | $970,214 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,136,714 | OtherExpendituresAmt |
| End Year Balance | $41,498,514 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,767,665 | BeginningYearBalanceAmt |
| Contributions | $94,403 | ContributionsAmt |
| Investment Earnings Or Losses | $4,859,064 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,318 | OtherExpendituresAmt |
| End Year Balance | $41,664,814 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,688,666 | BeginningYearBalanceAmt |
| Contributions | $27,052 | ContributionsAmt |
| Investment Earnings Or Losses | $3,479,952 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,428,005 | OtherExpendituresAmt |
| End Year Balance | $36,767,665 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,338,723 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | -$742,651 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$907,506 | OtherExpendituresAmt |
| End Year Balance | $34,688,666 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,206,485 | BeginningYearBalanceAmt |
| Contributions | $3,654 | ContributionsAmt |
| Investment Earnings Or Losses | $5,190,056 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$5,061,472 | OtherExpendituresAmt |
| End Year Balance | $36,338,723 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $71,794 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,496 | DepreciationAmt |
| Book Value | $43,298 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $43,298 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MARKETABLE ALTERNATIVE INVESTMENTS | $1,492,171 | F |
| LIMITED PARTNERSHIPS | $88,908,834 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $90,401,005 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO SAINT FRANCIS MEMORIAL HOSPITAL | $235,932 |
| ANNUITY CONTRACTS PAYABLE | $69,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $305,897 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,973,325 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,348,920 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$15,633 | OtherRevenueAmt |
| Revenue Not Reported | -$5,364,553 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,337,878 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $199,791 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $199,791 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,537,669 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,444,011 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,444,011 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $199,789 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $199,789 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,643,800 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 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. |
| 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 -15,633. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WHITE CAPS NIGHT CAPS | Event1Nm |
| Gross Receipts Event1 | $70,412 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $70,412 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $42,131 | OtherDirectExpensesEvent1Amt |
| Event2 | HOLIDAY PARTY | Event2Nm |
| Gross Receipts Event2 | $52,900 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $52,900 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $47,844 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $76,254 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $76,254 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $199,566 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $199,566 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $89,975 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $89,975 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $109,591 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| SAINT FRANCIS MEMORIAL HOSPITAL | |||||||||
| 900 HYDE STREET | SAN FRANCISCO | CA | 94109 | 941156295 | 501(C)(3) | $2,199,885 | N/A | N/A | VARIOUS HOSPITAL NEEDS |
| NORTH OF MARKET NEIGHBOR | |||||||||
| 985 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | 943230366 | 501(C)(3) | $34,500 | N/A | N/A | SUPPORT BLOCK PLANS IN TENDERLOIN |
| NATIONAL COUNCIL ALCOHOLISM | |||||||||
| 944 MARKET STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) | $30,000 | N/A | N/A | TL CHRONIC PUBLIC INEBRIATES ASSESSMENT | |
| SAN FRANCISCO SAFE PASSAGE | |||||||||
| 246 EDDY STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) | $33,243 | N/A | N/A | IMPLEMENTATION OF TENDERLOIN SAFE PASSAGE PROJECT | |
| BOYS AND GIRLS CLUB SF | |||||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) | $250,000 | N/A | N/A | SUPPORT OF COMMUNITY PROGRAMS | |
| COMMUNITY INITIATIVE | |||||||||
| 354 PINE STREET STE 700 | SAN FRANCISCO | CA | 94104 | 943255070 | 501(C)(3) | $150,000 | N/A | N/A | SUPPORT OF COMMUNITY PROGRAMS |
| TENDERLOIN ECONOMIC DEVELOPMENT PROJECT | |||||||||
| 25 TAYLOR STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) | $100,000 | N/A | N/A | SUPPORT OF COMMUNITY PROGRAMS | |
| GREEN MOBILE | |||||||||
| 1442A WALNUT STREET SUITE 134 | BERKELEY | CA | 94709 | 300221004 | 501(C)(3) | $37,345 | N/A | N/A | GARDEN TO TABLE GREEN MOBILE HEALTH PROGRAM |
| DE MARLLIAC MIDDLE SCHOOL | |||||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | 943390330 | 501(C)(3) | $5,000 | N/A | N/A | PUBLISHING POETRY BOOK FOR STUDENTS IN TENDERLOIN |
| CURRY SENIOR CENTER | |||||||||
| 333 TURK STREET | SAN FRANCISCO | CA | 94103 | 237362588 | 501(C)(3) | $7,500 | N/A | N/A | CLIENT AND NEIGHBORHOOD SAFETY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN CAUSEY | ||||||||||||||
| PRESIDENT | $0 | $217,582 | $0 | $375 | $0 | $1,294 | $0 | $20,305 | $0 | $21,802 | $0 | $261,358 | $0 | $0 |
| MARKHAM MILLER | ||||||||||||||
| VICE PRESIDENT | $0 | $138,375 | $0 | $15,375 | $0 | $980 | $0 | $15,302 | $0 | $10,157 | $0 | $180,189 | $0 | $0 |
| JENNIFER KISS | ||||||||||||||
| DIRECTOR OF COMMUNITY PARTNERS | $0 | $149,132 | $0 | $0 | $0 | $0 | $0 | $11,798 | $0 | $4,657 | $0 | $165,587 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 HAS BEEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS 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 -15,633. |
| 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. |
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 |
| Share Of Total Income | -$139,910 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,110,099 | ShareOfEOYAssetsAmt |
| 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST FRANCIS FDN FD LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $4,250,009 | InvolvedAmt |