2014-05-13T16:54:36-05:00 2013-06-30 264677183 DZH PHILLIPS LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2012-07-01 942597514 SAINT FRANCIS FOUNDATION SAIN 4153536650 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 MICHAEL SOZA 4153536650 2014-05-13 1 DEBORAH KAMINSKI P00645581 4157812500 X 2012 2015-11-30 17:44:51Z KEVIN CAUSEY 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 4918641 0 X WWW.SAINTFRANCISFOUNDATION.ORG X 1979 CA TO RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE ABILITY OF SAINT FRANCIS MEMORIAL HOSPITAL TO DELIVER EXCEPTIONAL HEALTH CARE SERVICES AND COMPASSIONATE CARE TO ITS PATIENTS AND TO THE COMMUNITIES THE HOSPITAL SERVES. 23 23 0 25 0 -1390 1366184 920314 0 0 2766201 3142795 153170 191744 4285555 4254853 1759532 2805276 0 0 1263275 942144 0 0 482431 629350 625757 3652157 4373177 633398 -118324 78341227 82629309 5675502 5067964 72665725 77561345 RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE ABILITY OF SAINT FRANCIS MEMORIAL HOSPITAL TO DELIVER EXCEPTIONAL HEALTH CARE SERVICES AND COMPASSIONATE CARE TO ITS PATIENTS AND TO THE COMMUNITIES THE HOSPITAL SERVES 0 0 2805276 2805276 RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE ABILITY OF SAINT FRANCIS MEMORIAL HOSPITAL TO DELIVER EXCEPTIONAL HEALTH CARE SERVICES AND COMPASSIONATE CARE TO ITS PATIENTS AND TO THE COMMUNITIES THE HOSPITAL SERVES 2805276 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X GAY JEGERS 4153536652 900 HYDE STREET SUITE 1208 SAN FRANCISCO CA 94109 ROMANA BRACCO 1.00 X 0 0 0 ISSA ESHIMA MD 1.00 X 0 0 0 CHERYL A FAMA 1.00 X 0 0 0 JAMES G GARRICK MD 1.00 X X 0 0 0 THOMAS HENNESSY 1.00 X 0 0 0 ROBERT S MACINTOSH 1.00 X 0 0 0 PETER J MUSTO 1.00 X X 0 0 0 FRASER MCALPINE 1.00 X 0 0 0 KATE SMITH 1.00 X 0 0 0 MICHAEL SOZA 1.00 X X 0 0 0 ANN LAZARUS 40.00 X X 0 192274 14381 JOHN BOYNTON 1.00 X 0 0 0 PAUL SLOSAR MD 1.00 X 0 0 0 THOMAS KLEIN 1.00 X X 0 0 0 JIM ALVERAS 1.00 X 0 0 0 ED CONLON 1.00 X 0 0 0 LAURIE FIRESTONE 1.00 X 0 0 0 ELSIE FLETCHER 1.00 X 0 0 0 COLETTE R FUJIMOTO 1.00 X 0 0 0 PATRICK KISS 1.00 X 0 0 0 DUNCAN LEY 1.00 X 0 0 0 J DAVID MALONE 1.00 X 0 0 0 CHRISTOPHER J MEZA 1.00 X 0 0 0 NICOLE PRIETO 1.00 X 0 0 0 JOAN WATSON 1.00 X 0 0 0 MARKHAM MILLER 40.00 X 0 128179 20819 GAY JEGERS 40.00 X 0 124842 14377 KEVIN CAUSEY 40.00 X 0 0 0 0 445295 49577 0 0 1 0 CAMBRIDGE ASSOCIATES 2730 SAND HILL RD 200 MENLO PARK CA 94025 INVESTMENT CONSULTANTS 147458 1 150 284331 635833 55381 920314 1204858 1204858 2488692 550755 1937937 1937937 1937937 300573 284331 113033 187540 187540 OTHER INVESTMENT INCOME 900099 4204 4204 4204 4254853 0 0 3334539 2805276 2805276 726582 399620 326962 42078 24253 17825 115535 67044 48491 57949 31872 26077 10162 10162 237946 237946 4362 3218 1144 34604 23982 10622 4849 4849 7849 7849 5245 4719 526 19470 19470 21335 21335 CONSULTING 101507 76049 25458 DONOR CULTIVATION AND R 46058 28308 17750 AUDIT FEES 43001 43001 MISCELLANEOUS 39982 39982 49387 41811 7576 4373177 2805276 1085470 482431 4596665 1944047 926512 632518 4232 0 57784 103121 63180 45281 9090 17899 31642248 39489699 38918253 39018823 2186443 1423202 78341227 82629309 324895 339473 5350607 4728491 5675502 5067964 X 30680113 33228938 11693031 14012774 30292581 30319633 72665725 77561345 78341227 82629309 X -118324 5053953 -40009 X X 0 1 X 1 0 X 1480228 1284261 1845726 1366184 920314 6896713 1480228 1284261 1845726 1366184 920314 6896713 688512 6208201 1910746 1150425 858579 1279688 1204858 6404296 7165 12502 4316 3003 4204 31190 13332199 1295003 0.46570 0.49720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34688666 27052 3479952 1428005 36767665 36338723 100 -742651 -907506 34688666 36206485 3654 5190056 -5061472 36338723 33349590 6794 3252188 -402087 36206485 37657072 12977 -3831902 -488557 33349590 0.00000 0.82000 0.18000 0 0 63180 45281 17899 17899 MONEY MARKET FUNDS & CERTIFICATES OF DEPOSIT 75101 F MARKETABLE ALTERNATIVE INVESTMENTS 25165498 F LIMITED PARTNERSHIPS 13778224 C 39018823 9030851 5053953 -40009 5013944 4016907 237946 237946 4254853 4135231 0 4135231 237946 237946 4373177 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE DESIGNATED FOR VARIOUS PURPOSES, THE INCOME FROM WHICH IS SPENT IN ACCORDANCE WITH THOSE DESIGNATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -40,009. PART XII, LINE 2B: DONATED SERVICES AND USE OF FACILITIES WERE RECEIVED FOR THE HOB NOB SPECIAL EVENT. THE EXPENSE AMOUNT WAS EXCLUDED FROM THE SPECIAL EVENTS' DIRECT EXPENSES AND THUS IS NOT A RECONCILING EXPENSE ITEM ON PART XIII. PART X, LINE 2: 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. TAX RETURNS FOR YEARS SUBSEQUENT TO JUNE 30, 2009 ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. HOB NOB EVENT 455620 261296 194324 98082 EVENT INCOME 55281 23035 32246 14951 1 510901 284331 226570 113033 113033 113537 1 SAINT FRANCIS MEMORIAL HOSPITAL 900 HYDE STREET SAN FRANCISCO CA 94109 941156295 501(C)(3) 2805276 VARIOUS HOSPITAL NEEDS 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: TO RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE ABILITY OF SAINT FRANCIS MEMORIAL HOSPITAL TO DELIVER EXCEPTIONAL HEALTH CARE SERVICES AND COMPASSIONATE CARE TO ITS PATIENTS AND TO THE COMMUNITIES THE HOSPITAL SERVES. X X X X 0 0 0 0 0 0 0 0 0 ANN LAZARUS 0 189971 0 0 0 2303 0 12160 0 2221 0 206655 0 0 X 7 16024 DONOR DETERMINED X TICKETS 1 130 DONOR DETERMINED X ACCOMODATIONS FOR EVENT AUCTIONS 15 6679 DONOR DETERMINED X ENTRY, TOUR, AND MEMBERSHIP FEES 6 9577 DONOR DETERMINED X PRODUCTS, DISCOUNTS, MISCELLANEOUS 34 22974 DONOR DETERMINED 0 1 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES ON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -40,009. RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT 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. TOTAL NUMBER OF W-2'S REPORTED 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.