ST DAVIDS COMMUNITY HEALTH FOUNDATION HOLDINGS: Form 990, tax year 2010
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- Organization
- ST DAVIDS COMMUNITY HEALTH FOUNDATION HOLDINGS (EIN 74-2206098)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201113199349302171
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T09:08:13-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Flieller Kruger Skelton & Plyler PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 West Sixth Street Suite 1200 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742206098 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St David's Community Health Foundation Holdings | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STDA | NameControl |
| Phone | 5128796600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 Barton Springs Rd No 600 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jim Ries | Name |
| Title | CFO | Title |
| Phone | 5128796603 | Phone |
| Date Signed | 2011-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Greg D Skelton | Name |
| Phone | 5124796000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Earl Maxwell | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 Barton Springs Rd | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 131809 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.stdavidsfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | EXISTS TO HOLD FUNDS THAT PROVIDE GRANTS AND PROGRAMS THAT IMPACT COMMUNITY HEALTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 269956 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 126820 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8131 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4989 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 278087 | TotalRevenuePriorYear |
| Total Revenue Current Year | 131809 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 91548 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 21896 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7433 | OtherExpensePriorYear |
| Other Expenses Current Year | 17266 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 98981 | TotalExpensesPriorYear |
| Total Expenses Current Year | 39162 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 179106 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 92647 | RevenuesLessExpensesCY |
| Total Assets BOY | 1494938 | TotalAssetsBOY |
| Total Assets EOY | 1767050 | TotalAssetsEOY |
| Total Liabilities BOY | 54259 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 47976 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1440679 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1719074 | NetAssetsOrFundBalancesEOY |
| Mission Description | Exists to hold funds that provide grants and programs that impact community health. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21896 | Expense |
| Grants | 21896 | Grants |
| Revenue | 267418 | Revenue |
| Description | The Foundation provided grants and assistance to the needy in Central Texas. | Description |
| Total Program Service Expense | 21896 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Ries | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5128796603 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 Barton Springs Rd Suite 600 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| C W Hetherly | ||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | |
| H David Hughes | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Scott Thomas | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Earl Maxwell | ||||||
| CEO | 1.00 | 0 | 258916 | 19378 | X | |
| James Ries | ||||||
| CFO | 1.00 | 0 | 183810 | 13079 | X | |
| Bobbie Barker | ||||||
| Secretary | 1.00 | 0 | 205249 | 18790 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 647975 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 51247 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 50000 | RelatedOrganizations |
| All Other Contributions | 76820 | AllOtherContributions |
| Total Contributions | 126820 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4989 | TotalRevenueColumn |
| Exclusion | $4,989 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 131809 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,989 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19000 | Total |
| Program Services | 19000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2896 | Total |
| Program Services | 2896 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117 | Total |
| Management And General | 117 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9693 | Total |
| Management And General | 9693 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139 | Total |
| Management And General | 139 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7317 | Total |
| Management And General | 7317 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39162 | Total |
| Program Services | 21896 | ProgramServices |
| Management And General | 17266 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97752 | BOY |
| EOY | 129388 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105583 | BOY |
| EOY | 114029 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1291403 | BOY |
| EOY | 1523433 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1494938 | BOY |
| EOY | 1767050 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54259 | BOY |
| EOY | 47976 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54259 | BOY |
| EOY | 47976 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16380 | BOY |
| EOY | 42019 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1124214 | BOY |
| EOY | 1376970 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300085 | BOY |
| EOY | 300085 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1440679 | BOY |
| EOY | 1719074 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1494938 | BOY |
| EOY | 1767050 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 92647 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 185748 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4823682 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 713267 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 269956 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126820 | CurrentTaxYear |
| Total | 6016894 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4823682 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 713267 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 269956 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126820 | CurrentTaxYear |
| Total | 6016894 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4856124 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1160770 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 131396 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 118717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11191 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8131 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4989 | CurrentTaxYear |
| Total | 274424 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6291318 | TotalSupport |
| Gross Receipts From Admissions Etc | 81915 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.18450 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.19500 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | Facts & Circumstances Test: INTRODUCTION. The reporting organization receives significant support from St. David's Foundation, an organization classified as an Internal Revenue Code ("Code") Section 170(b)(i)(A)(iii) hospital (the "Granting Organization"). While the Granting Organization almost certainly would meet the requirements of the public support test under Code Section 509(a)(2), the Granting Organization might not meet the requirements of the public support test under Code Section 170(b)(i)(A)(vi). The regulations under the Code are unclear regarding whether or not an organization that could meet the public support test of Code Section 509(a)(2) would qualify as "publicly supported" for purposes of classifying its grants as public support under Code Section 170(b)(i)(A)(vi). Because of this uncertainty, out of an abundance of caution, and without conceding the issue should the Internal Revenue Service challenge the public charity status of the reporting organization in the future, the reporting organization has excluded grants from the Granting Organization from public support for purposes of the reporting organization's Section 170(b)(i)(A)(vi) public support calculation in this Form 990. Although this conservative computational position causes the reporting organization to not meet the 33 1/3 percent-of-support test under regulations Section 170A-9(e), the reporting organization nonetheless remains a "publicly supported" organization under the "facts and circumstances" analysis provided for in regulations Section 1.170A-9(e). Under that analysis, the reporting organization is "publicly supported" because it normally receives a substantial part of its support from governmental units, from direct or indirect contributions from the general public, or from a combination of these sources, and meets the other requirements of the regulations to be considered a publicly supported organization. TEN PERCENT-OF-SUPPORT LIMITATION. As contemplated by regulations Section 1.170A-9(e), the percentage of support "normally" (as defined in regulations Section 1.170A-9(e)) received by the reporting organization from governmental units, from contributions made directly or indirectly by the general public, or from a combination of these sources, is substantial within the meaning of the regulations (i.e., such support equals at least 10 percent of the total support normally received by the reporting organization). ATTRACTION OF PUBLIC SUPPORT. Further, the reporting organization is so organized and operated that it attracts substantial public support. As contemplated by the regulations, the reporting organization carries on activities designed to attract (and which do attract) support from governmental units or other organizations described in Code Section 170 (b)(1)(A)(i) through (vi). As noted above, most of the reporting organization's support comes from a section 170 (b)(1)(A)(iii) hospital organization that would also qualify as a publicly supported organization under the objective tests set out in Code Section 509(a)(2). PERCENTAGE OF FINANCIAL SUPPORT. Under regulations Section 1.170A-9(e), the percentage of support received by an organization from public or governmental sources is taken into consideration in determining whether an organization is "publicly supported." The higher the percentage of support above the 10 percent minimum public support requirement, the lesser will be the burden of establishing the publicly supported nature of the organization. In this case, the reporting organization's public support percentage substantially exceeds the minimum 10 percent requirement. This lessens the burden of the reporting organization in establishing its publicly supported status. Further, investment income generated by the reporting organization arises primarily from investments contributed by the general public and the Granting Organization rather than a few individuals or members of their families. As set out in the regulations, this also serves to decrease the burden on the reporting organization in establishing its publicly supported nature. SOURCES OF SUPPORT. As noted above, the reporting organization receives most of its support from direct and indirect public sources. Under regulations Section 1.170A-9(e), this fact supports the publicly supported character of the organization because members of a single group or family do not provide most of its support. Further, under the regulations, consideration must be given to the type of organization involved, the length of time it has been in existence, and whether it limits its activities to a particular community or region or to a special field which can be expected to appeal to a limited number of persons. In the instant case, the reporting organization is an organization of long standing publicly supported status. It sphere of activity is Central Texas, a highly populated and growing region. The reporting organization's area of interest is healthcare, which is of broad interest to all citizens. The activities of the reporting organization and its related organizations appeal to and are relevant to all residents of Central Texas. These factors all support the conclusion that the reporting organization is publicly supported. REPRESENTATIVE GOVERNING BODY. The fact that an organization has a governing body which represents the broad interests of the public, rather than the personal or private interests of a limited number of donors (or persons standing in a relationship to such donors which is described in Code Section 4946(a)(1)(C) through (G) ) must be considered in determining whether an organization is publicly supported. An organization will be treated as meeting this requirement if it has a governing body which is comprised of public officials acting in their capacities as such; of individuals selected by public officials acting in their capacities as such; of persons having special knowledge or expertise in the particular field or discipline in which the organization is operating; of community leaders, such as elected or appointed officials, clergymen, educators, civic leaders, or other such persons representing a broad cross-section of the views and interests of the community. The reporting organization has a small board, but no member of the board is a past or present significant donor to the organization. More importantly, the board of the reporting organization is selected by (and subject to removal, with or without cause, at any time, by) the board of the Granting Organization. The board of the Granting Organization is large and comprised of community leaders representing a broad cross section of the population served by the reporting organization. This board also includes persons with special knowledge and expertise in healthcare issues in Central Texas. This community board effectively controls the reporting organization by controlling the composition of its board. This community board also has direct veto power over certain actions of the reporting organization's board as detailed in this Form 990. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES. Under the regulations, the fact that an organization is of the type which generally provides facilities or services directly for the benefit of the general public on a continuing basis must be considered evidence that the organization is "publicly supported." In this instance, the services provided to the community are grants that positively impact public healthcare in the Central Texas area. As such, this broad purpose reflects the publicly supported nature of the reporting organization. OTHER FACTORS. Under the regulations, the participation in, or sponsorship of, the programs of an organization by members of the public having special knowledge or expertise, public officials, or civic or community leaders indicates the presence of public support. As noted above, the board of the reporting organization is comprised of individuals chosen by a community board that includes persons who have special knowledge and expertise in the healthcare field as well as civic and community leaders of the community supported by the work of the reporting organization. This participation supports classification of the reporting organization as a publicly supported organization. Further, under the regulations, maintenance of a definitive program by an organization to accomplish its charitable work in the community is considered a factor indicating public support. In this case, the reporting organization has a long and significant history of participation in and support of healthcare in Central Texas. | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Funds Held | 1 | NumberFundsHeld |
| Contrib To Funds And Other Accounts | 66242 | ContribToFundsAndOtherAccounts |
| Aggregate Fund Value | 370505 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 300085 | BeginningOfYearBalance |
| End Of Year Balance | 300085 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 300085 | BeginningOfYearBalance |
| End Of Year Balance | 300085 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 300085 | BeginningOfYearBalance |
| End Of Year Balance | 300085 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due from St. David's Foundation | Description |
| Book Value | 1523433 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1523433 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Annuity Payable | Description |
| Amount | $47,976 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 47976 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The endowment funds are held to provide income for scholarships. |
| Part X, Line 2: The Foundation is a public, nonprofit 501(c)(3) organization exempt from federal income taxes under Section 510(c)(3) of the Internal Revenue Code, except to the extent it has unrelated business activities. As such, no provision for federal income taxes has been made in the financial statements. The Foundation's policy is to record interest and penalty expense related to income taxes as interest and other expense, respectively. At December 31, 2010 and 2009, no interest or penalties have been or are required to be accrued. The Foundation, generally, is no longer subject to income tax examination by federal authorities for years prior to December 31, 2007. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St David's Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 Barton Springs Rd Ste 600 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 741356589 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Non Cash Assistance | 8382 | AmountOfNonCashAssistance |
| Purpose Of Grant | Purchase of memorial fountain for hospital | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: In accordance with endowment specifications, grants are provided to large, well-reputed public charities that serve the community in Central Texas. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Earl Maxwell | |||||||||||||
| 0 | 258916 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19378 | 0 | 278294 | 0 | 0 |
| James Ries | |||||||||||||
| 0 | 183810 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13079 | 0 | 196889 | 0 | 0 |
| Bobbie Barker | |||||||||||||
| 0 | 205249 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18790 | 0 | 224039 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 7a | Each year, the Board of Trustees of St. David's Foundation (the "Foundation Board") elects voting members of the Board of Trustees of the reporting organization. Voting members include the Chairman and Vice Chairman and one other member of the Foundation Board. The Foundation Board has the sole discretion to remove any Trustees from or to fill any vacancies on the reporting organization's Board. | |
| Form 990, Part VI, Section A, line 7b | The authority of Board of Directors of the reporting organization is limited with respect to the following actions, each of which must be approved by the Board of Directors of St. David's Foundation: 1) amendment or restatement of the organization's articles of incorporation or bylaws; 2) merger, consolidation, or dissolution of the organization or establishment of any subsidiary of the organization; 3) sale, conveyance, lease, exchange, pledge or mortgage of all or substantially all of the organization's assets; 4) sale, conveyance, or mortgage of any real property of the organization; 5) acquisition or purchase of any unbudgeted real or personal property in excess of $100,000; 6) lease of any real or personal property for more than one year involving an unbudgeted obligation or expense exceeding $100,000; 7) execution and delivery of any contract which requires an unbudgeted expenditure, obligation or pledge of more than $100,000; 8) adoption of the annual budget of the organization; 9) establishment of or amendment to articles of incorporation or bylaws of any legal entity in which the organization is a partner, participant, joint venturer, controlling shareholder, or sole member, and subsidiary thereof; 10) guarantee of any debt of the organization; 11) selection of the independent accountant for the organization's annual audit. | |
| Form 990, Part VI, Section B, line 11 | Each board member receives a copy of the final Form 990. | |
| The reporting organization annually verifies compliance with the conflicts of interest policy. The individuals covered by this policy include the officers and directors. The persons covered by this policy are required to annually disclose or update on a form provided by the organization their interests that could give rise to conflicts of interest. For each interest disclosed, determination will be made whether to: (a) take no action; (b) assure full disclosure; (c) ask the person to recuse from participation in related discussions or decisions within the organization; or (d) ask the person to resign from his or her position in the Organization or, if the person refuses to resign, become subject to possible removal in accordance with the Organization's removal procedures. | Form 990, Part VI, Section B, line 12c | |
| To establish the compensation of the organization's top management official, an outside consultant conducts an intermediate sanction review. Without participation of the official under consideration, the Board reviews and approves the consultant's report. As no person described in this section received compensation from the organization during 2010, no such procedure was undertaken by the board during 2010. | Form 990, Part VI, Section B, line 15 | |
| The Foundation's governing documents, conflicts of interest policy and financial statements are available upon request. Please contact Jim Ries at 512-879-6603. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 185,748. | Form 990, Part XI, line 5: |
| The reporting organization's financial statements were audited by an independent accountant as part of consolidated financial statements. The consolidated financial statements included St. David's Foundation, St. David's Community Health Foundation Holdings, St. David's Foundation Community Fund, St. David's Community Health Foundation Initiatives, St. David's Foundation Impact Fund, LP, and St. David's Foundation Impact Fund GP, LLC. | Form 990, Part XII, Line 2b: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| St David's Foundation | ||||||||||
| 811 Barton Springs Rd Suite 600 | Austin | TX | 78704 | 741356589 | Funds grants & programs that impact community health in Central Texas | TX | 501(c)(3) | Sec 170 (b)(1)(A)iii | None | 0 |
| St David's Foundation Community Fund | ||||||||||
| 811 Barton Springs Rd Suite 600 | Austin | TX | 78704 | 742898888 | Provides Scholarships to Needy Students in Central Texas | TX | 501(c)(3) | Sec 170 (b)(1)(A)(vi | St David's Foundation | 0 |
| St David's Community Health Foundation Initiatives | ||||||||||
| 811 Barton Springs Rd Suite 600 | Austin | TX | 78704 | 270112979 | Supports St. David's Foundation Community Fund | TX | 501(c)(3) | Sec 509(a)(3), I | St David's Foundation Community Fund | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| St David's Healthcare Partnership LP LLP | |||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 742781812 | Owns & operates 5 acute care hospitals in Central TX | TX | N/A |
| Bailey Square Ambulatory Surgical Center Ltd | |||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 752467365 | Ambulatory surgery center | TX | N/A |
| South Austin Surgery Center Ltd | |||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 621775267 | Ambulatory surgery center | TX | N/A |
| Leadership Healthcare Holdings II LP LLP | |||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 341996283 | Owns an interest in a radiology center | TX | N/A |
| Leadership Healthcare Holdings LP LLP | |||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 203151012 | Owns majority interests in ambulatory surgery centers | TX | N/A |
| Oakwood Surgery Center Ltd | |||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 621641024 | Ambulatory surgery center | TX | N/A |
| North Austin Surgery Center LP | |||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 200648730 | Ambulatory surgery center | TX | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| St David's Foundation Impact Fund LP | ||||||||
| 811 Barton Springs Rd Ste 600 | Austin | TX | 78704 | 341996279 | Owns indirect interest in a radiology center; makes research grants | TX | N/A | C |
| St David's Foundation Impact Fund GP LLC | ||||||||
| 811 Barton Springs Rd Ste 600 | Austin | TX | 78704 | 341996272 | Owns indirect interest in a radiology center; makes research grants | TX | N/A | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |