2026-05-13T11:21:56-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 942597514 SAINT FRANCIS FOUNDATION SAIN 4153536650 155 SANSOME STREET 500 SAN FRANCISCO CA 94104 MATT BRADY CHAIR 4153536650 2026-05-12 1 1 KATY BROWN P00650274 9257902600 2026-05-12 2024 2025-03-06 01:10:19Z MATT BRADY 155 SANSOME STREET 500 SAN FRANCISCO CA 94104 92753154 0 X WWW.SAINTFRANCISFOUNDATION.ORG X 1979 CA THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY. 18 18 6 18 248384 74162 474332 684677 0 0 5708959 4860070 0 3600 6183291 5548347 2009291 2947002 0 0 891445 1035338 248171 46923 616433 1010599 1071672 4159506 5100935 2023785 447412 117823239 121790930 9431767 8419148 108391472 113371782 THE MISSION OF SAINT FRANCIS FOUNDATION IS TO RAISE FUNDS AND MAKE GRANTS THAT ENHANCE ACCESS TO EXCEPTIONAL HEALTH CARE AND WELLNESS, DELIVERED WITH COMPASSION FOR PEOPLE AND UNDERSERVED COMMUNITIES IN SAN FRANCISCO. 0 0 3180622 2947002 THE SAINT FRANCIS FOUNDATION PROVIDES GRANT FUNDING TO KEY NONPROFIT ORGANIZATIONS, TO DELIVER EXCEPTIONAL HEALTHCARE SERVICES AND COMPASSIONATE CARE TO ITS PATIENTS AND TO THE COMMUNITIES THE HOSPITAL SERVES. WE PROVIDE GRANT FUNDING TO THE HOSPITAL AND KEY NONPROFIT ORGANIZATIONS IN THE COMMUNITY WE SERVE. THROUGH GRANTS AND IN PARTNERSHIP WITH OUR DONORS, WE FOSTER OUTSTANDING HEALTH SERVICES TO THE LOCAL COMMUNITY FOCUSING ON INNOVATION, BEHAVIORAL HEALTH, AGING, AND CRISIS MANAGEMENT AND RESPONSE. 3180622 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 11 0 1 6 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 4154700330 155 SANSOME STREET SUITE 500 SAN FRANCISCO CA 94104 MATTHEW BRADY CHAIR 1.00 X X 0 0 0 MICHELE HANSON VICE CHAIR 1.00 X X 0 0 0 LAURETTE HARTIGAN TREASURER 1.00 X X 0 0 0 ANEESH KRISHNA SECRETARY 1.00 X X 0 0 0 DR ADAM BONNINGTON BOARD MEMBER 1.00 X 0 0 0 LINDSAY CALDWELL BOARD MEMBER 1.00 X 0 0 0 EZRA GARRETT BOARD MEMBER 1.00 X 0 0 0 MARGUERITE HUTCHINSON BOARD MEMBER (THRU 03/25) 1.00 X 0 0 0 BETH JOHNSON BOARD MEMBER 1.00 X 0 0 0 WILLIAM JUMP BOARD MEMBER 1.00 X 0 0 0 BRANDON A KLINE BOARD MEMBER 1.00 X 0 0 0 CONNIE LINEHAN BOARD MEMBER 1.00 X 0 0 0 FRANK MALIN MD BOARD MEMBER 1.00 X 0 0 0 HARRY PRABANDHAM BOARD MEMBER 1.00 X 0 0 0 SOTHA SAING BOARD MEMBER 1.00 X 0 0 0 SARITA SATPATHY MD BOARD MEMBER 1.00 X 0 0 0 JEFF TAYLOR BOARD MEMBER 1.00 X 0 0 0 NORIKO LIM-TEPPER BOARD MEMBER 1.00 X 0 0 0 HEIDI WITTENBERG MD BOARD MEMBER (THRU 08/24) 1.00 X 0 0 0 BRENDA L WRIGHT BOARD MEMBER 1.00 X 0 0 0 ELIZABETH KATE SMITH PRESIDENT 40.00 X 275264 0 0 JULIA LUDWIG DIR. DEVELOPMENT AND MARKETING 40.00 X 103430 0 9487 KEN WOOLSTON DIR. ADMINISTRATION 40.00 X 104525 0 21057 WILLIAM DOUGLAS DIR. PROGRAMS AND COMMUNITY P'SHIP 40.00 X 142814 0 18740 LAUREL DRUKE DIR. FINANCE AND OPERATIONS 40.00 X 131346 0 7605 757379 0 56889 5 0 1 0 CAMBRIDGE ASSOCIATES PO BOX 83232 CHICAGO IL 60691 INVESTMENT CONSULTING 416000 1 201000 483677 684677 1272565 248384 1024181 3600 0 3600 3600 3600 90792312 87204807 3587505 3587505 3587505 5548347 0 248384 4615286 2947002 2947002 315023 126009 63005 126009 526083 60894 262854 202335 15762 2412 8310 5040 116487 11747 62732 42008 61983 12638 26235 23110 64843 64843 150319 150319 46923 46923 444253 444253 39952 12643 19356 7953 114011 3850 110161 38309 1200 31485 5624 43413 5800 16756 20857 69635 69635 17765 159 10428 7178 25750 8479 17271 3624 3624 46427 46427 EQUIPMENT RENTAL 7339 7027 312 RECOGNITION GIFTS 6032 118 4262 1652 5100935 3180622 1303880 616433 882214 687417 5299652 3924641 133199 50250 53856 57648 55946 10286 10286 0 0 108472449 114025652 2927827 3043418 117823239 121790930 526902 208872 4686250 4244550 4218615 3965726 9431767 8419148 X 64279925 67788115 44111547 45583667 108391472 113371782 117823239 121790930 X 447412 4345616 187282 X 0 1 X 1 0 X 1648348 840760 1497392 474331 684677 5145508 1648348 840760 1497392 474331 684677 5145508 1381341 3764167 618994 871261 1012543 1023344 1276165 4802307 583 4785 5368 9953183 0.37820 0.48070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 583. 2021 AMOUNT: $ 4,785. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21742730 1719766 1924785 21537711 21532970 2130575 1920815 21742730 21655684 749603 872317 21532970 23107779 -520688 931407 21655684 20844104 5013021 916814 1832532 23107779 0.00000 0.67150 0.32850 0 0 10286 10286 0 0 MARKETABLE ALTERNATIVE INVESTMENTS 36405 F LIMITED PARTNERSHIPS 113989247 F 114025652 ANNUITY CONTRACTS PAYABLE 9361 FUNDS HELD FOR SFMH (SEE SCH. O) 3864667 RIGHT OF USE LIABILITY 91698 3965726 X 9949631 4345617 310500 189420 4845537 5104094 444253 444253 5548347 4969321 310500 2139 312639 4656682 444253 444253 5100935 PART V, LINE 4: THE ANNUAL SPENDING RATE FROM THE ENDOWMENT IS 5% OF THE AVERAGE MARKET VALUE, CALCULATED OVER THE TWELVE QUARTERS THROUGH THE FISCAL YEAR-END PROCEEDING. CERTAIN ENDOWMENT GIFTS ARE DESIGNATED FOR SPECIFIC PURPOSES AND SPENT ACCORDINGLY. PART X, LINE 2: THE FOUNDATION HAS RECEIVED TAX-EXEMPT STATUS UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND UNDER THE CALIFORNIA REVENUE CODE SECTION 23701(D). ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE CHARITABLE REMAINDER TRUST 189,420. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE CHARITABLE REMAINDER TRUST 2,139. X X X X X X X 0 JOHN MINI CONSULTING 124 GILLS NECK ROAD LEWES DE 19958 MAILING SOLITATIONS 0 181216 34800 146416 THE HAYSE GROUP 1874 BROOKTREE WAY PLEASANTON CA 94566 GRANT WRITING FOR FOUNDATIONS 0 150000 12123 137877 331216 46923 284293 CA 1 SAINT FRANCIS MEMORIAL HOSPITAL 900 HYDE ST SAN FRANCISCO CA 94109 770022302 501C3 967002 0 PROGRAM SUPPORT HYDE STREET COMMUNITY SERVICES INC 815 HYDE ST SAN FRANCISCO CA 94109 450493846 501C3 250000 0 PROGRAM SUPPORT MAITRI COMPASSIONATE CARE 401 DUBOCE AVE SAN FRANCISCO CA 94117 943189198 501C3 325000 0 PROGRAM SUPPORT LYON-MARTIN COMMUNITY HEALTH SERVICES 1735 MISSION STREET SAN FRANCISCO CA 94103 863008459 501C3 150000 0 PROGRAM SUPPORT LARKIN STREET YOUTH SERVICES 134 GOLDEN GATE AVE SAN FRANCISCO CA 94102 942917999 501C3 525000 0 PROGRAM SUPPORT SAN FRANCISCO COMMUNITY HEALTH CENTER 730 POLK STREET 4TH FLOOR SAN FRANCISCO CA 94109 943096109 501C3 525000 0 PROGRAM SUPPORT SAN FRANCISCO PRIDE 1663 MISSION STREET SUITE 305 SAN FRANCISCO CA 94103 943006693 501C3 30000 0 PROGRAM SUPPORT SEQUOIA LIVING SF SENIOR CENTER SUPPORT CIRCLES 890 BEACH STREET SAN FRANCISCO CA 94109 941212136 501C3 25000 0 PROGRAM SUPPORT CURRY SENIOR CENTER RESPITE & RECUPERATIVE CARE 333 TURK STREET SAN FRANCISCO CA 94102 237362588 501C3 150000 0 PROGRAM SUPPORT 9 PART I, LINE 2: THE FOUNDATION HAS A GRANTS COMMITTEE TO REVIEW AND APPROVE INCOMING GRANT REQUESTS FROM THE SAINT FRANCIS MEMORIAL HOSPITAL AND ITS COMMUNITY PARTNER ORGANIZATIONS. WITH GRANTS TO THE HOSPITAL, THEY ARE REIMBURSED UPON PROGRESS OR COMPLETION OF THE PROJECT/PURCHASE OF THE EQUIPMENT AND UPON FURNISHING INVOICE DOCUMENTATION TO SUBSTANTIATE THE AMOUNTS. WITH GRANTS TO THE COMMUNITY ORGANIZATIONS, THERE ARE REQUESTED QUARTERLY STATUS REPORTS THAT TRACKS THE PROGRESSION OF THE PROJECT AND ARE CONNECTED TO PAYMENTS. X X X X X X 0 0 0 0 0 0 0 0 0 ELIZABETH KATE SMITH PRESIDENT 275264 0 0 0 0 0 0 0 0 0 275264 0 0 0 WILLIAM DOUGLAS DIR. PROGRAMS AND COMMUNITY P'SHIP 142814 0 0 0 0 0 0 0 18740 0 161554 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 HAS BEEN REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS TO REVIEW BEFORE FILLING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. COMPLIANCE WITH THE POLICY IS BEING MONITORED VIA YEARLY QUESTIONNAIRE DISTRIBUTED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE AND COMPENSATION COMMITTEES SHALL REVIEW THE EVALUATIONS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT. 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 OR A CONFIDENTIAL FILE. COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 18 THE FINANCIAL STATEMENTS 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 GIFT ANNUITY -2,139. CHANGE IN VALUE CHARITABLE REMINDER TRUST 189,421. FORM 990, PART X, LINE 25, OTHER LIABILITIES THE FOUNDATION ACTS AS A FISCAL AGENT FOR SAINT FRANCIS MEMORIAL HOSPITAL, THE FUNDS HELD ON THEIR BEHALF ARE RECORED AS A LIABILITY ON THE SAINT FRANCIS FOUNDATION FINANCIAL STATEMENTS. ST FRANCIS FOUNDATION FUND LP 115 FEDERAL STREET BOSTON MA 02110 472962055 INVESTMENT MA SAINT FRANCIS FOUNDATION EXCLUDED INVESTMENT 5696814 93534004 0 248384 0 0.99900 CHARITABLE REMAINDER TRUST (1) CA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0