2016-05-12T13:11:32-05:00 2015-06-30 264677183 DZH PHILLIPS LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2014-07-01 942597514 SAINT FRANCIS FOUNDATION SAIN 4153536650 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 KEVIN CAUSEY PRESIDENT 4153536650 2016-05-10 1 DEBORAH KAMINSKI P00645581 4157812500 2014 2016-08-17 19:52:53Z KEVIN CAUSEY 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 10763717 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 0 0 -40613 6886912 2627513 0 0 4864166 7707635 157401 202521 11908479 10537669 1557384 2873223 0 0 1340478 1586657 56755 0 1112483 917815 1183920 3872432 5643800 8036047 4893869 96036067 95270360 2852308 2557287 93183759 92713073 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 2873223 2873223 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. 2873223 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 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 JAMES G GARRICK MD CHAIR 1.00 X X 0 0 0 TOM KLEIN VICE-CHAIR 1.00 X X 0 0 0 PETER J MUSTO SECRETARY 1.00 X X 0 0 0 MICHAEL SOZA TREASURER 1.00 X X 0 0 0 JIM ALEVERAS BOARD MEMBER 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 DOROTHEA M DUTTON BOARD MEMBER 1.00 X 0 0 0 ISSA ESHIMA MD BOARD MEMBER 1.00 X 0 0 0 CHERYL A FAMA BOARD MEMBER 1.00 X 0 0 0 LAURIE FIRESTONE BOARD MEMBER 1.00 X 0 0 0 ELSIE FLETCHER BOARD MEMBER 1.00 X 0 0 0 COLETTE R FUJIMOTO BOARD MEMBER 1.00 X 0 0 0 PATRICK KISS BOARD MEMBER 1.00 X 0 0 0 DUNCAN LEY BOARD MEMBER 1.00 X 0 0 0 FRASER A MCALPINE BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER J MEZA BOARD MEMBER 1.00 X 0 0 0 NICOLE PRIETO BOARD MEMBER 1.00 X 0 0 0 PAUL SLOSAR MD BOARD MEMBER 1.00 X 0 0 0 JOAN WATSON RN BOARD MEMBER 1.00 X 0 0 0 KYLE GOLDMAN BOARD MEMBER 1.00 X 0 0 0 NILI MALACH POYTNER BOARD MEMBER 1.00 X 0 0 0 VICTOR PRIETO MD BOARD MEMBER 1.00 X 0 0 0 DANIELLA VALLURUPALLI BOARD MEMBER 1.00 X 0 0 0 KEVIN CAUSEY PRESIDENT 40.00 X 0 219251 42107 MARKHAM MILLER VICE PRESIDENT 40.00 X 0 154730 25459 GAY JEGERS THROUGH 43015 DIRECTOR OF FINANCE 40.00 X 0 120187 15173 JENNIFER KISS DIRECTOR OF COMMUNITY PARTNERS 40.00 X 0 149132 16455 0 643300 99194 0 0 1 0 CAMBRIDGE ASSOCIATES PO BOX 83232 CHICAGO IL 60691 INVESTMENT CONSULTANTS 163084 GOLDMAN ASSOCIATES 1405 SPRING WAY BERKELEY CA 94708 SOCIAL IMPACT CONSULTANTS 121750 2 2627513 2627513 1446399 1446399 6261236 0 6261236 6261236 6261236 428068 226048 202020 202020 OTHER INVESTMENT INCOME 900099 501 501 501 10537669 0 0 7910156 2873223 2873223 1174979 622739 552240 60559 32096 28463 258483 135480 123003 92636 49097 43539 20486 20486 50404 50404 199791 199791 162386 108408 53978 147979 140502 7477 164219 48514 115705 20824 14854 5970 22141 20941 1200 14531 14531 31233 31233 24207 24207 FOOD AND BEVERAGE 112359 22572 89787 DONOR CULTIVATION 60245 1584 58661 MISCELLANEOUS EXPENSES 57044 28975 28069 RECOGNITION 33322 33322 62749 58358 4391 5643800 2873223 1658094 1112483 385600 19252 3623776 1778030 1220730 1562870 136018 129430 71794 28496 38260 43298 48049370 0 41252895 90401005 1329418 1336475 96036067 95270360 177599 184103 2511229 2067287 163480 305897 2852308 2557287 X 43846943 43117660 18922780 19181177 30414036 30414236 93183759 92713073 96036067 95270360 X 4893869 -5348922 -15633 X X 0 1 X 1 0 X 1845726 1366184 920314 6886912 2627513 13646649 1845726 1366184 920314 6886912 2627513 13646649 4929413 8717236 858579 1279688 1204858 1107966 1446399 5897490 4318 3003 4204 354 501 12380 19556519 2543530 0.44570 0.41370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41664814 200 970214 1136714 41498514 36767665 94403 4859064 56318 41664814 34688666 27052 3479952 1428005 36767665 36338723 100 -742651 -907506 34688666 36206485 3654 5190056 -5061472 36338723 0 0 71794 28496 43298 43298 MARKETABLE ALTERNATIVE INVESTMENTS 1492171 F LIMITED PARTNERSHIPS 88908834 C 90401005 DUE TO SAINT FRANCIS MEMORIAL HOSPITAL 235932 ANNUITY CONTRACTS PAYABLE 69965 305897 X 4973325 -5348920 -15633 -5364553 10337878 199791 199791 10537669 5444011 0 5444011 199789 199789 5643800 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. WHITE CAPS NIGHT CAPS 70412 70412 42131 HOLIDAY PARTY 52900 52900 47844 1 76254 76254 199566 199566 89975 89975 109591 1 SAINT FRANCIS MEMORIAL HOSPITAL 900 HYDE STREET SAN FRANCISCO CA 94109 941156295 501(C)(3) 2199885 N/A N/A VARIOUS HOSPITAL NEEDS NORTH OF MARKET NEIGHBOR 985 FOLSOM STREET SAN FRANCISCO CA 94107 943230366 501(C)(3) 34500 N/A N/A SUPPORT BLOCK PLANS IN TENDERLOIN NATIONAL COUNCIL ALCOHOLISM 944 MARKET STREET SAN FRANCISCO CA 94102 501(C)(3) 30000 N/A N/A TL CHRONIC PUBLIC INEBRIATES ASSESSMENT SAN FRANCISCO SAFE PASSAGE 246 EDDY STREET SAN FRANCISCO CA 94102 501(C)(3) 33243 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) 250000 N/A N/A SUPPORT OF COMMUNITY PROGRAMS COMMUNITY INITIATIVE 354 PINE STREET STE 700 SAN FRANCISCO CA 94104 943255070 501(C)(3) 150000 N/A N/A SUPPORT OF COMMUNITY PROGRAMS TENDERLOIN ECONOMIC DEVELOPMENT PROJECT 25 TAYLOR STREET SAN FRANCISCO CA 94102 501(C)(3) 100000 N/A N/A SUPPORT OF COMMUNITY PROGRAMS GREEN MOBILE 1442A WALNUT STREET SUITE 134 BERKELEY CA 94709 300221004 501(C)(3) 37345 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) 5000 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) 7500 N/A N/A CLIENT AND NEIGHBORHOOD SAFETY 10 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 X 0 0 0 0 0 0 0 0 0 KEVIN CAUSEY PRESIDENT 0 217582 0 375 0 1294 0 20305 0 21802 0 261358 0 0 MARKHAM MILLER VICE PRESIDENT 0 138375 0 15375 0 980 0 15302 0 10157 0 180189 0 0 JENNIFER KISS DIRECTOR OF COMMUNITY PARTNERS 0 149132 0 0 0 0 0 11798 0 4657 0 165587 0 0 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. ST FRANCIS FDN FD LP 125 HIGH STREET OLIVER BOSTON MA 01220 472962055 INVESTMENT MA SAINT FRANCIS FOUNDATION EXCLUDED INVESTMENT -139910 4110099 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 4250009