2018-05-15T18:52:44-05:00 2017-06-30 330835986 SQUAR MILNER LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2016-07-01 942597514 SAINT FRANCIS FOUNDATION SAIN 4153536650 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 KEVIN CAUSEY PRESIDENT 4153536650 2018-05-14 1 DEBORAH KAMINSKI P00645581 4157812500 71.6.48.101 2018-05-14 10:00:56 PD P 03D6BDED2525892F42308D58865894C9B7D3DE2B 78CB9C1D67E7E8C60496C6105331FB326CC5543F 2016 2021-01-29 14:40:06Z ANN LAZARUS 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 3607217 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. 22 22 0 18 0 -336450 3007542 603850 0 0 108880 2589066 271257 165439 3387679 3358355 6374951 1126123 0 0 1717607 1921815 0 0 1235382 1635316 2139719 9727874 5187657 -6340195 -1829302 88428872 89169225 4554568 9315766 83874304 79853459 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. 0 0 1126123 1126123 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. 1126123 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 39 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ANN B LAZARUS 4153536654 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 ED CONLON BOARD MEMBER 1.00 X 0 0 0 DOROTHEA DUTTON BOARD MEMBER 1.00 X 0 0 0 ROBERT FALLTRICK BOARD MEMBER 1.00 X 0 0 0 ELSIE M FLETCHER 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 ALAN R MALOUF 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 PAUL J SLOSAR 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 JOAN WATSON BOARD MEMBER 1.00 X 0 0 0 IKE UMUNNAH BOARD MEMBER 1.00 X 0 0 0 KEVIN CAUSEY PRESIDENT 40.00 X 260193 0 47638 MARKHAM MILLER VICE PRESIDENT 40.00 X 157546 0 39021 HENRY TANG TREASURER 40.00 X 170855 0 37343 JENNIFER KISS DIRECTOR OF COMMUNITY PART 40.00 X 121092 0 41935 JOYCE TAM CONTROLLER 40.00 X 111337 0 21343 ANN LAZARUS INTERIM PRESIDENT 40.00 X 0 0 0 821023 0 187280 5 0 1 0 CAMBRIDGE ASSOCIATES PO BOX 83232 CHICAGO IL 60691 INVESTMENT CONSULTANTS 550105 TEF DESIGN 1420 SUTTER ST SAN FRANCISCO CA 94109 ARCHITECT DESIGN 178660 2 226848 377002 603850 404545 404545 2184521 0 2184521 2184521 2184521 414301 226848 248862 165439 165439 3358355 0 0 2754505 1126123 1126123 1079710 581229 498481 394496 214842 179654 72572 39189 33383 267795 140687 127108 107242 57911 49331 75534 75534 63790 63790 550105 550105 236577 229458 7119 184220 16461 167759 289360 246868 42492 101909 93140 8769 27930 18891 9039 62265 62265 67188 67188 26872 26872 26849 26849 DONOR CULTIVATION 98788 1862 96926 FOOD AND BEVERAGE 89263 85263 4000 MISCELLANEOUS EXPENSES 86502 86481 21 ADMINISTRATIVE 46397 46347 50 106170 94920 11250 5187657 1126123 2826152 1235382 301333 337963 329004 1082683 1526758 221392 52392 25423 82643 56579 36472 26064 80156185 83912707 6026728 3562993 88428872 89169225 311508 126612 3947258 2551595 295802 6637559 4554568 9315766 X 37459153 38899085 16000915 26895496 30414236 14058878 83874304 79853459 88428872 89169225 X -1829302 5007594 202700 -7401837 X X 0 1 X 1 0 X 920314 6886912 2627513 3007542 377003 13819284 920314 6886912 2627513 3007542 377003 13819284 7064782 6754502 1204858 1107966 1446399 798764 619815 5177802 4204 354 501 3052 6211 14322 19011408 2170840 0.35530 0.38400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39146096 39146096 41498514 -1372418 980000 39146096 41664814 200 970214 1136714 41498514 36767665 94403 4859064 56318 41664814 34688666 27052 3479952 1428005 36767665 0 0 82643 56579 26064 26064 MARKETABLE ALTERNATIVE INVESTMENTS 228223 F LIMITED PARTNERSHIPS 83684484 C 83912707 ARTWORK AND OTHER NON-DEPRECIABLE ASSETS 590 PROPERTY SUBJECT TO LIFE ESTATE INTEREST, NET OF DEPRECIATION 3562403 3562993 DUE TO SAINT FRANCIS MEMORIAL HOSPITAL 6534528 ANNUITY CONTRACTS PAYABLE 103031 6637559 X 8055354 5007594 202700 36810 5247104 2808250 550105 550105 3358355 4637552 0 4637552 550105 550105 5187657 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 AGREEMENTS 36,810. 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. WHITE CAPS NIGHT CAPS 101052 66076 34976 22521 12475 1500 6273 AMBASSADOR'S OSCAR PARTY 2016 97200 49950 47250 10328 23295 800 11007 2 194035 110822 83213 28220 49459 16919 66065 392287 226848 165439 61069 85229 19219 83345 248862 -83423 1 SAINT FRANCIS MEMORIAL HOSPITAL 900 HYDE STREET SAN FRANCISCO CA 94109 941156295 501(C)(3) 539072 OPERATIONAL SUPPORT BOYS AND GIRLS CLUB OF SAN FRANCISCO 380 FULTON STREET SAN FRANCISCO CA 94102 135562976 501(C)(3) 215000 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) 150000 OPERATIONAL SUPPORT TRUST FOR PUBLIC LAND 101 MONTGOMERY STREET STE 900 SAN FRANCISCO CA 94104 237222333 501(C)(3) 34500 OPERATIONAL SUPPORT DEMARILLAC MIDDLE SCHOOL 175 GOLDEN GATE AVE SAN FRANCISCO CA 94102 943390330 501(C)(3) 30000 OPERATIONAL SUPPORT DEMARILLAC ACADEMY 175 GOLDEN GATE AVE SAN FRANCISCO CA 94102 943390330 501(C)(3) 12500 OPERATIONAL SUPPORT SF COUNTY 1 DR CARLTON B GOODLETT PLACE SAN FRANCISCO CA 94102 999999999 501(C)(3) 10475 COMMUNITY SUPPORT CENTRAL MARKET COMMUNITY BENEFIT DISTRICT 901 MARKET STREET SUITE 490 SAN FRANCISCO CA 94103 392050135 501(C)(3) 9250 OPERATIONAL SUPPORT CURRY SENIOR CENTER 333 TURK STREET SAN FRANCISCO CA 94102 237362588 501(C)(3) 7500 OPERATIONAL SUPPORT 13 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 0 0 0 0 0 0 0 0 0 KEVIN CAUSEY PRESIDENT 224494 0 34289 0 1410 0 24823 0 22815 0 307831 0 0 0 MARKHAM MILLER VICE PRESIDENT 146197 0 10300 0 1049 0 16468 0 22553 0 196567 0 0 0 HENRY TANG TREASURER 169011 0 0 0 1844 0 14257 0 23086 0 208198 0 0 0 JENNIFER KISS DIRECTOR OF COMMUNITY PART 120190 0 300 0 602 0 12492 0 29443 0 163027 0 0 0 X 6 443191 FMV 0 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 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 36,810. AGENCY FUNDS RELEASED 257,364. REFUND OF UNEXPENDED GRANT FUNDS -7,696,011. 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 1 1 0 0 0.99900 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 ST FRANCIS FDN FD LP R 659414