2019-03-28T17:48:37-05:00 2018-06-30 330835986 SQUAR MILNER LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2017-07-01 942597514 SAINT FRANCIS FOUNDATION SAIN 4153536650 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 MARK RYLE PRESIDENT 4153536650 2019-03-18 1 DEBORAH KAMINSKI P00645581 4157812500 207.38.18.164 2019-03-18 12:01:05 PD P A1DB5DB41FEE3373BA9901E03D6B95C2889EF87E 6036B04D9C6BEFB66C998240E7E64E5C4D3E23EB 2017 2019-02-21 02:37:17Z MARK RYLE 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 6158193 0 X WWW.SAINTFRANCISFOUNDATION.ORG X 1979 CA TO RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE ABILITY OF SAINT FRANCIS MEMORIAL HOSPITAL TO DELIVER EXCEPTIONAL HEALTH CARE SERVICES AND COMPASSIONATE CARE TO ITS PATIENTS AND TO THE COMMUNITIES THE HOSPITAL SERVES. 23 23 0 0 0 -99434 603850 1164478 0 0 2589066 4578775 165439 187312 3358355 5930565 1126123 1955000 0 0 1921815 1680244 0 0 1016871 2139719 1129711 5187657 4764955 -1829302 1165610 89169225 95110412 9315766 9807311 79853459 85303101 X SUPPORT AND IMPROVE HEALTH CARE GENERALLY AND IN PARTICULAR, BUT WITHOUT LIMITATION, TO ACT FOR THE BENEFIT OF SAINT FRANCIS MEMORIAL HOSPITAL, BY RECEIPT OF GRANTS, BEQUESTS, DONATIONS, CONTRIBUTIONS, AND MEMORIALS ON BEHALF OF THE HOSPITAL. TO MAKE CONTRIBUTIONS AND DONATIONS TO AND PROVIDING FUND RISING SUPPORT FOR SAINT FRANCIS MEMORIAL HOSPITAL, AND BY OTHERWISE RENDERING SUPPORT TO SAID HOSPITAL AND SUPPORTING HEALTH CARE SERVICES. 0 0 2301883 1955000 TO RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE LIVES OF THE COMMUNITY SERVED BY THE SAINT FRANCIS MEMORIAL HOSPITAL AND THE SERVICES IT PROVIDES. 2301883 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 23 23 1 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 4153536650 900 HYDE STREET SUITE 1208 SAN FRANCISCO CA 94109 MICHAEL SOZA CHAIR 1.00 X 0 0 0 FRASER A MCALPINE VICE CHAIR 1.00 X 0 0 0 JAMES ALEVERAS SECRETARY 1.00 X 0 0 0 JOHN BOYNTON BOARD MEMBER 1.00 X 0 0 0 EDWARD CONLON BOARD MEMBER 1.00 X 0 0 0 DOROTHEA DUTTON BOARD MEMBER 1.00 X 0 0 0 DAVID KLEIN BOARD MEMBER 1.00 X 0 0 0 ELSIE M FLETCHER BOARD MEMBER 1.00 X 0 0 0 CHARLES MCGETTIGAN BOARD MEMBER 1.00 X 0 0 0 IKE UMUNNAH BOARD MEMBER 1.00 X 0 0 0 ALAN R MALOUF BOARD MEMBER 1.00 X 0 0 0 THOMAS KLEIN BOARD MEMBER 1.00 X 0 0 0 LADAN LARI BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER MEZA BOARD MEMBER 1.00 X 0 0 0 LEE MOORE BOARD MEMBER 1.00 X 0 0 0 NILI MALACH POYNTER BOARD MEMBER 1.00 X 0 0 0 NICOLE PRIETO BOARD MEMBER 1.00 X 0 0 0 VICTOR PRIETO BOARD MEMBER 1.00 X 0 0 0 ANDREW RUMER BOARD MEMBER 1.00 X 0 0 0 SCOTT TAYLOR BOARD MEMBER 1.00 X 0 0 0 DANIELLA VALLURUPALLI BOARD MEMBER 1.00 X 0 0 0 ANEAL VALLURUPALLI BOARD MEMBER 1.00 X 0 0 0 PAUL J SLOSAR BOARD MEMBER 1.00 X 0 0 0 JOAN WATSON BOARD MEMBER 1.00 X 0 0 0 ANN LAZARUS INTERIM PRESIDENT 40.00 X 226595 0 0 MARKHAM MILLER VICE PRESIDENT 40.00 X 148221 0 0 HENRY TANG TREASURER (THRU JAN 2018) 40.00 X 169998 0 0 JENNIFER KISS DIRECTOR OF PROGRAMS 40.00 X 120370 0 0 JOYCE TAM CONTROLLER 40.00 X 106080 0 0 771264 0 0 5 0 1 0 CAMBRIDGE ASSOCIATES PO BOX 83232 CHICAGO IL 60691 INVESTMENT CONSULTANTS 275000 1 66548 1097930 1164478 490375 490375 2380110 1708290 0 0 2380110 1708290 4088400 4088400 414940 66548 227628 187312 187312 5930565 0 0 4766087 1955000 1955000 771265 100900 412036 258329 521572 105954 118027 297591 116657 20698 45797 50162 189242 30236 79849 79157 81508 13041 33418 35049 61522 61522 74402 74402 506300 506300 69874 44135 651 25088 28613 28613 117152 17584 35747 63821 49678 1111 34236 14331 12500 2066 3203 7231 9872 2481 2560 4831 24281 3648 19781 852 10876 10876 27598 5029 7796 14773 MISCELLANEOUS EXPENSES 81343 81343 DONOR MAILING 32652 32652 DONOR CULTIVATION 23048 23048 4764955 2301883 1446201 1016871 337963 171386 1082683 1000752 221392 121084 25423 26801 84984 67455 26064 17529 83912707 90958767 3562993 2814093 89169225 95110412 126612 156483 2551595 3239270 6637559 6411558 9315766 9807311 X 38899085 43127742 26895496 28129028 14058878 14046331 79853459 85303101 89169225 95110412 1165610 4275097 8935 0 X X 0 1 X 1 0 X 6886912 2627513 3007542 377003 1164478 14063448 6886912 2627513 3007542 377003 1164478 14063448 7197514 6865934 1107966 1446399 798764 619815 490375 4463319 354 501 3052 6211 10118 18536885 1585936 0.37040 0.35530 X 18051771 1343250 776533 12547 18605941 17570969 1481220 1000418 18051771 41498514 -634492 23293053 17570969 41664814 200 970214 1136714 41498514 36767665 94403 4859064 56318 41664814 0.75490 0.24510 0 0 84984 67455 17529 17529 MARKETABLE ALTERNATIVE INVESTMENTS 197466 F LIMITED PARTNERSHIPS 90761301 C 90958767 DUE TO SAINT FRANCIS MEMORIAL HOSPITAL 6328693 ANNUITY CONTRACTS PAYABLE 82865 6411558 X 9439559 4275098 120000 449684 4844782 4594777 506300 829488 1335788 5930565 4606283 120000 227628 347628 4258655 506300 506300 4764955 PART V, LINE 4: THE ENDOWMENT FUNDS ARE DESIGNATED FOR VARIOUS PURPOSES, THE INCOME FROM WHICH IS SPENT IN ACCORDANCE WITH THOSE DESIGNATIONS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D. ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE FOUNDATION HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE FOUNDATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST 222,056. FUNDRAISING EXPENSES 227,628. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 262,823. DONATIONS DESIGNATED FOR SFMH 566,665. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 227,628. 1 CARIBBEAN 0 0 SFF INVESTS IN A PARTNERSHIP WITH SOME OFF-SHORE HOLDINGS, PRIMARILY IN THE CARRIBEAN AND EUROPE 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 PART I, LINE 2: GRANTS ARE MADE ONLY TO ORGANIZATIONS WHOSE PROGRAMS ARE CONSISTENT WITH AND HAVE SYNERGY WITH THE FOUNDATION'S MISSION: TO RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE LIVES OF THE COMMUNITY SERVED BY THE SAINT FRANCIS MEMORIAL HOSPITAL AND THE SERVICES IT PROVIDES. X X X X X X X 0 SUSAN SHARPE 29 VINEYARD DRIVE SAN RAFAEL CA 94901 COPY WRITING FOR BROCHURES AND APPEAL LETTERS 0 0 5555 0 MONICA DUCLAUD 461 2ND STREET 230 SAN FRANCISCO CA 94107 SPECIAL EVENT INVITATION AND PRINT DESIGN 0 0 7973 0 URBAIN DESIGN 99 MISSISSIPPI STREET SAN FRANCISCO CA 94107 BROCHURE DESIGN 0 0 3845 0 CI PARTNERS DIRECT 1601 EASTMAN AVE SUITE 202 VENTURA CA 93003 SUPPLY PRINTING AND MAILING SERVICES, AND CONSULTS ON DIRECT 0 0 13224 0 PERSONA DIRECT MAIL 165 EAGLE RIDGE DRIVE PUYALLUP WA 98374 SUPPLY PRINTING AND MAILING SERVICES, AND CONSULTS ON DIRECT 0 0 8533 0 39130 WHITE CAPS NIGHT CAPS 128987 21784 107203 12500 13946 2674 21525 AMBASSADOR'S OSCAR PARTY 2016 108384 108384 36011 11341 1 244117 44764 199353 45558 9885 74188 481488 66548 414940 12500 95515 12559 107054 227628 187312 1 SAINT FRANCIS MEMORIAL HOSPITAL 900 HYDE STREET SAN FRANCISCO CA 94109 941156295 501(C)(3) 616025 OPERATIONAL SUPPORT 826 VALENCIA 826 VALENCIA SAN FRANCISCO CA 94110 043694151 501(C)(3) 25000 GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM TENDERLOIN COMMUNITY BENEFIT CORPORATION 25 TAYLOR STREET 710 SAN FRANCISCO CA 94102 203828997 501(C)(3) 30000 GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM. TRUST FOR PUBLIC LAND 101 MONTGOMERY STREET STE 900 SAN FRANCISCO CA 94104 237222333 501(C)(3) 15000 GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM. DEMARILLAC MIDDLE SCHOOL 175 GOLDEN GATE AVE SAN FRANCISCO CA 94102 943390330 501(C)(3) 5000 GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM. UPTOWN TENDERLOIN 398 EDDY STREET SAN FRANCISCO CA 94102 364643665 501(C)(3) 25000 GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM. FILIPINO COMMUNITY DEVELOPMENT CORPORATION 953 MISSION ST SUITE 20 SAN FRANCISCO CA 94103 812601416 501(C)(3) 15000 GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM. GUBBIO PROJECT 133 GOLDEN GATE AVE SAN FRANCISCO CA 94102 942992645 501(C)(3) 5000 GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM. LOWER POLK COMMUNITY BENEFIT DISTRICT 1170 SUTTER STREET SAN FRANCISCO CA 94109 472405132 501(C)(3) 30000 GRANT ON BEHALF OF TENDERLOIN HEALTH IMPROVEMENT PARTNERSHIP PROGRAM. 9 PART I, LINE 2: TO SUPPORT AND IMPROVE HEALTH CARE GENERALLY AND IN PARTICULAR, BUT WITHOUT LIMITATION, TO ACT FOR THE BENEFIT OF SAINT FRANCIS MEMORIAL HOSPITAL, BY RECEIPT OF GRANTS, BEQUESTS, DONATIONS, CONTRIBUTIONS, AND MEMORIALS ON BEHALF OF THE HOSPITAL. TO MAKE CONTRIBUTIONS AND DONATIONS TO AND PROVIDING FUND RISING SUPPORT FOR SAINT FRANCIS MEMORIAL HOSPITAL, AND BY OTHERWISE RENDERING SUPPORT TO SAID HOSPITAL AND SUPPORTING HEALTH CARE SERVICES. X X X X X X 1 0 0 0 0 0 0 0 0 ANN LAZARUS INTERIM PRESIDENT 226595 0 0 0 0 0 0 0 0 0 226595 0 0 0 HENRY TANG TREASURER (THRU JAN 2018) 169998 0 0 0 0 0 0 0 0 0 169998 0 0 0 PART I, LINE 4A KEVIN CAUSEY $32,000 (6/7/17) HENRY TANG $84,999.20 (1/31/18) X GIFT IN-KIND 0 66548 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS ARE HUSBAND AND WIFE. 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 FILING. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE POLICY IS BEING MONITORED VIA YEARLY QUESTIONNAIRE DISTRIBUTED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE SHALL REVIEW STAFF EVALUATIONS AND SHALL DETERMINE THE COMPENSATION OF THE FOUNDATION'S TOP MANAGEMENT OFFICIAL AND OTHER EMPLOYEES. REASONABLE COMPENSATION SHOULD BE DETERMINED USING COMPARABLE DATA FROM SIMILAR MARKETPLACE POSITIONS. MINUTES OF THE DELIBERATION AND DECISIONS SHALL BE WRITTEN, APPROVED BY THE COMMITTEE, AND KEPT BY THE PRESIDENT. COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE PRESIDENT AND APPROVED BY THE PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE FINANCIALS STATEMENT 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 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCEDURE DID NOT CHANGE FROM PRIOR YEAR. FORM 990, PART V, LINE 2A THE FOUNDATION REIMBURSES SAINT FRANCIS MEMORIAL HOSPITAL FOR THEIR WAGES AND RELATED TAXES. THE HOSPITAL INCLUDES THE FORMS W-2 AND RELATED PAYROLL TAXES IN THEIR COMPANY REPORTS. ST FRANCIS FDN FD LP 125 HIGH STREET OLIVER BOSTON MA 01220 472962055 INVESTMENT MA SAINT FRANCIS FOUNDATION EXCLUDED INVESTMENT 0 0 0.99900 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ST FRANCIS FDN FD LP R