ST DAVIDS COMMUNITY HEALTH FOUNDATION INITIATIVES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ST DAVIDS COMMUNITY HEALTH FOUNDATION INITIATIVES (EIN 27-0112979)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349306166
- Schema version
- 2023v5.1
- 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) |
|---|---|---|
| Return | 2024-11-14T11:30:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270112979 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST DAVID'S COMMUNITY HEALTH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INITIATIVES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STDA | BusinessNameControlTxt |
| Phone | 5128796600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1303 SAN ANTONIO STREET 500 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARA ABAZARI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5128796600 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARA ABAZARI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1303 SAN ANTONIO STREET 500 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,099,334 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STDAVIDSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES SUPPORT FOR ST. DAVID'S FOUNDATION, ST. DAVID'S FOUNDATION COMMUNITY FUND (SEE SCHEDULE O)AND ST. DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $908,328 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,265,354 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,346,683 | PYOtherRevenueAmt |
| CY Other Revenue | $2,833,980 | CYOtherRevenueAmt |
| PY Total Revenue | $3,255,011 | PYTotalRevenueAmt |
| CY Total Revenue | $4,099,334 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $699,279 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $709,497 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $314,341 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,406,448 | PYOtherExpensesAmt |
| CY Other Expenses | $2,420,716 | CYOtherExpensesAmt |
| PY Total Expenses | $3,105,727 | PYTotalExpensesAmt |
| CY Total Expenses | $3,130,213 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $149,284 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $969,121 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,137,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,008,174 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $547,929 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $449,527 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,589,526 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,558,647 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES ("INITIATIVES") PROVIDES SUPPORT FOR ST. DAVID'S FOUNDATION, ST, DAVID'S FOUNDATION COMMUNITY FUND, AND ST DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $471,743 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INITIATIVES PROVIDES SUPPORT FOR THE SCHOLARSHIP PROGRAM THAT IS CONDUCTED BY ST. DAVID'S FOUNDATION COMMUNITY FUND. THIS PROGRAM PROVIDES NEEDS-BASED COLLEGE SCHOLARSHIPS FOR STUDENTS PURSUING HEALTHCARE CAREERS IN TEXAS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $244,187 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INITIATIVES PROVIDES SUPPORT FOR THE AGING WELL PROGRAM THAT IS CONDUCTED BY ST. DAVID'S FOUNDATION COMMUNITY FUND. THIS PROGRAM IS A PHILANTHROPIC AND VOLUNTEER INITIATIVE BRINGING TOGETHER INDIVIDUALS AND COMMUNITY PARTNERS TO RAISE AWARENESS ABOUT ISSUES FACING OLDER ADULTS AND THEIR CAREGIVERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INITIATIVES OWNS THE BUILDING THAT HOUSES ALL OF ITS RELATED ORGANIZATIONS AND LEASES SPACE TO SUCH ORGANIZATIONS. EXPENSES TO OPERATE THE BUILDING HAVE BEEN CODED TO MANAGEMENT AND GENERAL IN PART IX SO THEY HAVE NOT BEEN INCLUDED ABOVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $715,930 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY VAUGHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5128796600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1303 SAN ANTONIO STREET SUITE 500 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| CARA ABAZARI | |||||||
| PRESIDENT | 39.00 | 1.00 | Yes (X) | Yes (X) | $213,544 | $0 | $43,325 |
| TAYLOR GUTIERREZ | |||||||
| SECRETARY | 10.00 | 30.00 | Yes (X) | Yes (X) | $91,907 | $0 | $29,215 |
| JULIAN HUERTA | |||||||
| BOARD OF DIRECTOR (AS OF 12/23) | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $265,067 | $46,066 |
| AMY VAUGHAN | |||||||
| VICE PRESIDENT OF FINANCE | 1.00 | 39.00 | Yes (X) | $0 | $365,528 | $40,614 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $305,451 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $630,595 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $159,220 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LAYTON B WILSON COMPANY | |||||
| 1303 ANTONIO STREET SUITE 710 | AUSTIN | TX | 78701 | PROPERTY MANAGER | $154,596 |
| RESOLUTION GARDENS | |||||
| PO BOX 16521 | AUSTIN | TX | 78761 | AGING WELL SENIOR GARDENS SERVICES | $140,790 |
| ABM JANITORIAL SERVICES | |||||
| PO BOX 419860 | BOSTON | MA | 022419860 | JANITORIAL SERVICES | $126,370 |
| SECURITAS SECURITY SVCS USA INC | |||||
| 12672 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | SECURITY SERVICES | $102,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,265,354 | TotalRevenueColumnAmt |
| Exclusion | $1,265,354 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,833,980 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,833,980 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,833,980 | TotalRevenueColumnAmt |
| Exclusion | $2,833,980 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,099,334 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,099,334 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,451 | TotalAmt |
| Program Services | $174,222 | ProgramServicesAmt |
| Fundraising | $131,229 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,068 | TotalAmt |
| Program Services | $92,971 | ProgramServicesAmt |
| Management And General | $135,078 | ManagementAndGeneralAmt |
| Fundraising | $5,019 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,213 | TotalAmt |
| Program Services | $8,706 | ProgramServicesAmt |
| Management And General | $145 | ManagementAndGeneralAmt |
| Fundraising | $4,362 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,532 | TotalAmt |
| Program Services | $77,442 | ProgramServicesAmt |
| Management And General | $1,293 | ManagementAndGeneralAmt |
| Fundraising | $38,797 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,233 | TotalAmt |
| Program Services | $26,509 | ProgramServicesAmt |
| Management And General | $444 | ManagementAndGeneralAmt |
| Fundraising | $13,280 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,868 | TotalAmt |
| Management And General | $1,868 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,683 | TotalAmt |
| Management And General | $25,683 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,367 | TotalAmt |
| Program Services | $11,700 | ProgramServicesAmt |
| Fundraising | $10,667 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,423 | TotalAmt |
| Program Services | $85,010 | ProgramServicesAmt |
| Management And General | $43,555 | ManagementAndGeneralAmt |
| Fundraising | $45,858 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,800 | TotalAmt |
| Program Services | $8,770 | ProgramServicesAmt |
| Management And General | $5,578 | ManagementAndGeneralAmt |
| Fundraising | $23,452 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,944 | TotalAmt |
| Management And General | $712,944 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,501 | TotalAmt |
| Management And General | $1,374 | ManagementAndGeneralAmt |
| Fundraising | $127 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,121 | TotalAmt |
| Management And General | $661,121 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,690 | TotalAmt |
| Management And General | $35,690 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPORT SERVICES | $474,753 | $474,753 | ||
| AGING WELL PROGRAM | $149,242 | $149,242 | ||
| SCHOLARSHIP PROG SUP. | $73,961 | $73,961 | ||
| TOAST OF THE TOWN SUPPO | $40,539 | $40,539 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,824 | TotalAmt |
| Program Services | $7,397 | ProgramServicesAmt |
| Management And General | $416 | ManagementAndGeneralAmt |
| Fundraising | $1,011 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,130,213 | TotalAmt |
| Program Services | $715,930 | ProgramServicesAmt |
| Management And General | $2,099,942 | ManagementAndGeneralAmt |
| Fundraising | $314,341 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,137,775 | BOYAmt |
| EOY | $10,964,811 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,976 | BOYAmt |
| EOY | $57,454 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,253 | BOYAmt |
| EOY | $71,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,497,367 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,169,952 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,935,498 | BOYAmt |
| EOY | $16,327,415 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,971,953 | BOYAmt |
| EOY | $1,587,150 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,137,455 | BOYAmt |
| EOY | $29,008,174 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,346 | BOYAmt |
| EOY | $439,099 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,583 | BOYAmt |
| EOY | $10,428 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,929 | BOYAmt |
| EOY | $449,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,589,526 | BOYAmt |
| EOY | $28,558,647 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,589,526 | BOYAmt |
| EOY | $28,558,647 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,137,455 | BOYAmt |
| EOY | $29,008,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $969,121 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| SDF COMMUNITY FUND | ||||
| 742898888 | 7 | Yes (1) | $1,614,890 | $0 |
| ST DAVID'S FOUNDATION | ||||
| 741356589 | 3 | Yes (1) | $0 | $0 |
| SDCHF HOLDINGS | ||||
| 742206098 | 7 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,614,890 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,703,371 | OtherCostOrOtherBasisAmt |
| Book Value | $3,703,371 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,134,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,163,065 | DepreciationAmt |
| Book Value | $11,971,099 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,659,832 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,006,887 | DepreciationAmt |
| Book Value | $652,945 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,327,415 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ST. DAVID'S FOUNDATION IMPACT FUND, LP | $1,529,382 | C |
| ST. DAVID'S FOUNDATION IMPACT FUND GP, LLC | $57,768 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,587,150 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| Amt | $10,428 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,428 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE INITIATIVES' TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMY VAUGHAN | ||||||||||||||
| VICE PRESIDENT OF FINANCE | $0 | $362,883 | $0 | $1,500 | $0 | $1,145 | $0 | $19,800 | $0 | $20,814 | $0 | $406,142 | $0 | $0 |
| JULIAN HUERTA | ||||||||||||||
| BOARD OF DIRECTOR (AS OF 12/23) | $0 | $262,402 | $0 | $1,500 | $0 | $1,165 | $0 | $13,998 | $0 | $32,068 | $0 | $311,133 | $0 | $0 |
| CARA ABAZARI | ||||||||||||||
| PRESIDENT | $210,084 | $0 | $2,000 | $0 | $1,460 | $0 | $12,786 | $0 | $30,539 | $0 | $256,869 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ST. DAVID'S FOUNDATION COMPENSATION COMMITTEE COMMISSIONS A REPORT FROM AN INDEPENDENT COMPENSATION EXPERT COVERING ALL EXECUTIVES AND HIGHLY COMPENSATED EMPLOYEES OF THE FOUNDATION AND RELATED TAX EXEMPT ENTITIES. EDWARD BURGER, IN HIS POSITION AS CEO OF ST. DAVID'S FOUNDATION, REVIEWS THE COMPARABLE DATA FROM THE REPORT AND MAKES RECOMMENDATIONS TO THE BOARD OF ST. DAVID'S FOUNDATION COMMUNITY FUND REGARDING EXECUTIVE COMPENSATION FOR OFFICERS OF INITIATIVES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PURSUANT TO ITS BYLAWS, INITIATIVE'S SOLE CORPORATE MEMBER IS THE ST. DAVID'S FOUNDATION COMMUNITY FUND. |
| FORM 990, PART VI, SECTION A, LINE 7A | PURSUANT TO ITS BYLAWS, THE POWER TO APPOINT AND/OR REMOVE ALL POSITIONS ON THE BOARD OF DIRECTORS IS RESERVED TO THE ORGANIZATION'S SOLE CORPORATE MEMBER, ST. DAVID'S FOUNDATION COMMUNITY FUND. |
| FORM 990, PART VI, SECTION A, LINE 7B | PURSUANT TO INITIATIVES BYLAWS, CERTAIN POWERS AND RESPONSIBILITIES ARE RESERVED TO THE SOLE CORPORATE MEMBER, ST. DAVID'S FOUNDATION COMMUNITY FUND. THE LIMITED ACTIONS, EACH OF WHICH MAY BE TAKEN ONLY WITH PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, ARE AS FOLLOWS: 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, 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 $250,000; 6) ACQUISITION OR PURCHASE OF ANY REAL OR PERSONAL PROPERTY FOR CONSIDERATION WITH A FAIR MARKET VALUE EXCEEDING $250,000, UNLESS SUCH ACQUISITION WAS PREVIOUSLY BUDGETED; 7) EXECUTION AND DELIVERY OF ANY CONTRACT WHICH REQUIRES THE EXPENDITURE OF THE ORGANIZATION OF MORE THAN $250,000 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 NOT OF THE ORGANIZATION; 11) SELECTION OF THE INDEPENDENT ACCOUNTANT FOR THE ORGANIZATION'S ANNUAL AUDIT. |
| FORM 990, PART VI, SECTION B, LINE 11B | INITIATIVES' FORM 990 IS PREPARED BY A NATIONALLY RECOGNIZED ACCOUNTING FIRM IN CONJUNCTION WITH THE ST. DAVID'S FOUNDATION FINANCE DEPARTMENT. THE ST. DAVID'S FOUNDATION'S TAX AND AUDIT COMMITTEE PERFORMS A COMPREHENSIVE REVIEW OF DRAFT OF THE FORM 990 PRIOR TO IT BEING FINALIZED AND APPROVED. A COPY OF THE FORM 990 IS THEN PRESENTED TO THE ST. DAVID'S FOUNDATION BOARD OF TRUSTEES, WHO APPROVE THE FORM 990 FOR SUBMISSION TO THE INITIATIVES' BOARD OF DIRECTORS. THE FORM 990 IS THEN SHARED WITH THE INITIATIVES' BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT, AFTER WHICH TIME THE FORM 990 IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | INITIATIVES 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 OFFICIALS, OTHER OFFICERS, AND KEY EMPLOYEES, A RELATED ORGANIZATION (ST. DAVID'S FOUNDATION COMMUNITY FUND), USED THE REPORT OF AN INDEPENDENT CONSULTANT. THE LATEST COMPENSATION REPORT WAS COMPLETED IN 2022 WITHOUT PARTICIPATION OF THE OFFICER, DIRECTOR OR OTHER TOP MANAGEMENT OFFICIAL UNDER CONSIDERATION. THIS PROCESS WAS UNDERTAKEN TO DETERMINE THE COMPENSATION OF THE PRESIDENT, CARA ABAZARI. |
| FORM 990, PART VI, SECTION C, LINE 19 | INITIATIVES' GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | INITIATIVES RELIED UPON THE AUDIT COMMITTEE OF ST. DAVID'S FOUNDATION TO OVERSEE THE AUDIT PROCESS FOR THE CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ST DAVID'S FOUNDATION | ||||||||||
| 1303 SAN ANTONIO STREET 500 | AUSTIN | TX | 78701 | 741356589 | FUNDS GRANTS & PROGRAMS THAT IMPACT COMMUNITY HEALTH IN CENTRAL TEXAS | TX | 501(C)(3) | LINE 3 | NONE | 0 |
| ST DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS | ||||||||||
| 1303 SAN ANTONIO STREET 500 | AUSTIN | TX | 78701 | 742206098 | HOLDING COMPANY | TX | 501(C)(3) | LINE 7 | ST DAVID'S FOUNDATION | 0 |
| ST DAVID'S FOUNDATION COMMUNITY FUND | ||||||||||
| 1303 SAN ANTONIO STREET 500 | AUSTIN | TX | 78701 | 742898888 | PROVIDES NEEDS-BASED SCHOLARSHIPS AND CONTROLS MEDICAL FACILITIES | TX | 501(C)(3) | LINE 7 | ST DAVID'S FOUNDATION | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| ST DAVID'S HEALTHCARE PARTNERSHIP LP LLP | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 742781812 | OWNS & OPERATES 4 HOSPITALS IN CENTRAL TEXAS | TX | N/A | 0 | 0 |
| BAILEY SQUARE AMBULATORY SURGICAL CENTER LTD | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 752467365 | AMBULATORY SURGERY CENTER | TX | N/A | 0 | 0 |
| SOUTH AUSTIN SURGERY CENTER LTD | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 621775267 | AMBULATORY SURGERY CENTER | TX | N/A | 0 | 0 |
| 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 | 0 | 0 |
| LEADERSHIP HEALTHCARE HOLDINGS LP LLP | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 203151012 | OWNS MAJORITY INTERESTS IN AMBULATORY SURGERY CENTERS | TX | N/A | 0 | 0 |
| OAKWOOD SURGERY CENTER LTD | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 621641024 | AMBULATORY SURGERY CENTER | TX | N/A | 0 | 0 |
| NORTH AUSTIN SURGERY CENTER LP | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 200648730 | AMBULATORY SURGERY CENTER | TX | N/A | 0 | 0 |
| CP SURGERY CENTER LLC | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 800776412 | AMBULATORY SURGERY CENTER | TX | N/A | 0 | 0 |
| MCA-CTMC HOLDINGS LLC | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 800899140 | AMBULATORY SURGERY CENTER | TX | N/A | 0 | 0 |
| SOUTH AUSTIN SURGICENTER LLC | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 300924492 | AMBULATORY SURGERY CENTER | TX | N/A | 0 | 0 |
| ST DAVID'S AUSTIN AREA ASC LLC | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 611760247 | AMBULATORY SURGERY CENTER | TX | N/A | 0 | 0 |
| AUSTIN GI SURGICENTER LLC | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 301073754 | AMBULATORY SURGERY CENTER | TX | N/A | 0 | 0 |
| CAREOS SURGICENTER LLC | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 844484446 | AMBULATORY SURGERY CENTER | TX | N/A | 0 | 0 |
| HEALTH AT HOME HOLDINGS AUSTIN LLC | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 863865064 | AMBULATORY SURGERY CENTER | TX | N/A | 0 | 0 |
| SOLIS MAMMOGRAPHY SERIVCES LLC | |||||||||
| 98 SAN JACINTO STE 1800 | AUSTIN | TX | 78701 | 873583090 | MAMMOGRAPHY SERVICES | TX | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST DAVID'S FOUNDATION IMPACT FUND LP | ||||||||||||
| 1303 SAN ANTONIO STREET 500 | AUSTIN | TX | 78701 | 341996279 | OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER | TX | SDCHF INITIATIVES | C | $2,313,220 | $3,560,163 | 1.00000 | Yes (1) |
| ST DAVID'S FOUNDATION IMPACT FUND GP LLC | ||||||||||||
| 1303 SAN ANTONIO STREET 500 | AUSTIN | TX | 78701 | 341996272 | OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER | TX | SDCHF INITIATIVES | C | $22,000 | $100,742 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ST DAVID'S FOUNDATION IMPACT FUND LP | ||
| A | $797,646 | BOOK |
| ST DAVID'S FOUNDATION IMPACT FUND GP LLC | ||
| F | $5,552 | BOOK |
| ST DAVID'S FOUNDATION | ||
| J | $1,231,375 | BOOK |
| ST DAVID'S FOUNDATION | ||
| P | $531,531 | BOOK |
| ST DAVID'S FOUNDATION IMPACT FUND LP | ||
| S | $1,188,000 | BOOK |
Comments