2011-11-15T15:26:11-06:00 2010-12-31 Flieller Kruger Skelton & Plyler PLLC 221 West Sixth Street Suite 1200 Austin TX 78701 990 2010-01-01 742898888 St David's Foundation Community Fund STDA 5128796600 811 Barton Springs Rd No 600 Austin TX 78704 Cara Abazari 5128796600 2011-11-15 1 Greg D Skelton 5124796000 2010 2016-02-24 21:20:13Z Cara Abazari 811 Barton Springs Rd Austin TX 78704 2969690 0 X www.stdavidsfoundation.org X 2000 TX Provides scholarships to needy students pursuing a healthcare career at a Texas college or university. Students must be high school graduates from Travis, Williamson or Hays Counties. 3 2 8 60 0 0 1654711 243381 2037925 2639706 8811 578 -1715 -928 3699732 2882737 405054 1137431 0 0 1941814 235360 0 0 90067 1301055 665952 3647923 2038743 51809 843994 2647967 3728678 2419683 2656400 228284 1072278 X Provides scholarships to needy students pursuing healthcare careers at a Texas college or university. Students must be high school graduates from Travis, Williamson or Hays Counties. 0 1 663166 663166 The reporting organization provides grants to improve health and healthcare in Central Texas. 624675 474265 The reporting organization provides college scholarships for needy students pursuing healthcare careers in Texas. 115105 2439702 The reporting organization operates medical facilities in Central Texas in accordance with the community benefit standard. 282603 200004 The reporting organization leases dental vans to St. David's Foundation for use in its dental program for low income children and indigent adults in Central Texas. 35025 The reporting organization operates a philanthropic and volunteer organization bringing together individuals and community partners to raise awareness about issues facing older adults and their caregivers. 317628 200004 1720574 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 X 3 2 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X Jim Ries 5128796603 811 Barton Springs RdSuite 600 Austin TX 78704 Rodney S Bond 0.50 X 0 4000 0 Barbara Porter 0.50 X 0 4000 0 Earl Maxwell 0.50 X 0 258916 19378 Cara Abazari 32.00 X 67604 0 13906 67604 266916 33284 0 0 1 0 0 235052 8329 243381 Leadership Healthcare 621400 2439702 2439702 Leasing Dental Vans & 621990 200004 200004 2639706 578 578 86025 235052 86953 -928 -928 2882737 2639706 0 -350 663166 663166 474265 474265 67512 33756 33756 119090 62846 28122 28122 6221 2115 2053 2053 26228 8918 8655 8655 16309 5545 5382 5382 3683 3683 8409 2803 2803 2803 9012 3004 3004 3004 12030 4010 4010 4010 876 292 292 292 681 227 227 227 115105 115105 282603 282603 5289 1763 1763 1763 Support Services 134352 134352 Scholarship Program Exp 70986 70986 Events 22926 22926 2038743 1720574 228102 90067 158761 1288059 58800 84280 36698 9282 2202188 874297 1610494 1327891 783214 1019166 2647967 3728678 227214 32214 603166 2192469 2021020 2419683 2656400 X 52658 896652 175626 175626 228284 1072278 2647967 3728678 843994 0 X X 0 1 0 X 0 X 475696 1804289 1651199 1654711 243381 5829276 475696 1804289 1651199 1654711 243381 5829276 3626085 2203191 376 15464 8766 8811 578 33995 5863271 7482118 0.37580 0.35310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2202188 874297 1327891 1327891 Investment in Leadership Healthcare Holdings 1019166 C 1019166 St. David's Foundation 2021020 2021020 Accounting for Uncertainty in Income Taxes 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. Toast of the Town 321077 235052 86025 86953 321077 235052 86025 86953 86953 -928 1 Austin Groups for the Elderly 3710 Cedar Street Box 2 Austin TX 78705 742431028 501(c)(3) 50000 Community Health CommunityCare RBJ Building 15 Waller St 5th Floor Floor Austin TX 78702 550853118 501(c)(3) 603166 Community Health 2 0 College Scholarships for needy students pursuing healthcare careers in Texas. 119 474265 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The reporting organization accepts and reviews grant applications for grants that are given for the purpose of improving health and healthcare. Members of Health's Angels approve one-time grants by member vote. Grantees from the Community Care program submit quarterly reports detailing use of funds and are visited on-site periodically. Other Information: Part IV: Schedule I, Part III: The reporting organization provides scholarships for college students attending Texas schools to pursue healthcare careers. Students are selected by a scholarship board that considers academic accomplishments and financial needs. During 2010, 119 students received scholarships from the Neal Kocurek Scholarship program. The reporting organization's staff maintains a program for grant reporting. Scholarship funds are paid directly to each student's chosen college or university. The organization's staff follows up with the schools to verify proof of enrollment and academic performance for scholarship recipients. X X X X X 0 0 0 0 0 0 0 0 0 Earl Maxwell 0 258916 0 0 0 0 0 0 0 19378 0 278294 0 0 X Hosting Expenses 80 0 1 0 Non Reporting of Revenue: Part I, Line 33: St. David's Foundation Community Fund received in-kind contributions in the form of hosted fundraising events. Individual hosts held fundraising dinners / receptions in their homes, incurring expenses that the organization did not reimburse. These in-kind contributions are not reflected in the organization's Statement of Revenue and Expense. The in-kind contributions totaled $51,109 during calendar 2009. Changes in Program Services Form 990, Part III, line 3 The reporting organization previously operated a dental program for the needy of Central Texas. These operations were transfered to St. David's Foundation effective January 1, 2010. Form 990, Part VI, Section A, line 2 Rodney Bond and Barbara Porter, independent directors on the board of the reporting organization, both serve as directors on the board of a related organization, St. David's Foundation Impact Fund GP, LLC. Form 990, Part VI, Section A, line 6 The sole member of the reporting organization, St. David's Foundation, has the right to elect members of the governing body and to approve some decisions of that body. Form 990, Part VI, Section A, line 7a All positions on the Board of Directors of the reporting organization must be filled by its sole member, St. David's Foundation. The Board of Directors of the reporting organization may not elect or appoint, whether periodically or when vacancies arise, any members of its governing body. 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 may be taken only with prior written approval of the organization's sole member, 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, lease, exchange, pledge or mortgage of any real property in which the organization has an interest; 5) sale, conveyance, lease, exchange, pledge or mortgage of any personal property in which the organization has an interest with a fair market value exceeding $100,000; 6) acquisition or purchase of any real or personal property for consideration with a fair market value exceeding $100,000, unless such acquisition was previously budgeted; 7) execution and delivery of any contract which requires the expenditure of the organization of more than $100,000 unless such expenditure was previously budgeted; 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. Form 990, Part VI, Section B, line 12c 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 15 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. This process was last undertaken in December 2010. Form 990, Part VI, Section C, line 19 The reporting organization's governing documents and conflict of interest policy are available to the public upon request. Please contact Jim Ries at 512-879-6603. Form 990, Part XII, Line 2b: 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. 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 Community Health Foundation Holdings 811 Barton Springs Rd Suite 600 Austin TX 78704 742206098 Holds endowment funds used to assist the needy of 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 Foundation 1 Leadership Healthcare Holdings LP LLP 98 San Jacinto Ste 1800 Austin TX 78701 203151012 Owns majority interests in ambulatory surgery centers TX N/A Related 2438493 53656003 0 1 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 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 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 0 0 0 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0