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← ST FRANCIS FOUNDATION OF SANTA BARBARA

Form 990 for tax year 2023

Filed by ST FRANCIS FOUNDATION OF SANTA BARBARA.

Totals

Total revenue
$668,281
Total expenses
$1,662,308
Contributions and grants received
$163,549
Grants paid
$1,324,000
Program service revenue
$0
Investment income
$501,832
Other revenue
$2,900
Total assets, end of year
$16,619,459
Total liabilities, end of year
$21,022
Net assets or fund balances, end of year
$16,598,437
Program services expenses (Part IX)
$1,469,346
Management and general expenses
$192,962
Fundraising expenses
$0
Program service expenses (Part III)
$1,469,346

Program services were 88.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $163,549

  • 3 · Investment income

    total $336,486 · excluded $336,486

  • 6a · Gross rents

    real property $2,900

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $2,900

  • 6d · Net rental income or loss

    total $2,900 · excluded $2,900

  • 7a · Gross sales of assets other than inventory

    securities $2,765,754

  • 7b · Less cost or other basis and sales expenses

    securities $2,600,408

  • 7c · Gain or loss

    securities $165,346

  • 7d · Net gain or loss

    total $165,346 · excluded $165,346

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,324,000 · program services $1,324,000

  • 5 · Compensation of officers, directors and key employees

    total $108,390 · program services $65,034 · management and general $43,356

  • 10 · Payroll taxes

    total $8,133 · program services $4,880 · management and general $3,253

  • 11b · Fees: legal

    total $10,798 · management and general $10,798

  • 11c · Fees: accounting

    total $29,865 · management and general $29,865

  • 11f · Fees: investment management

    total $74,099 · management and general $74,099

  • 11g · Fees: other

    total $3,814 · program services $750 · management and general $3,064

  • 12 · Advertising and promotion

    total $3,946 · management and general $3,946

  • 13 · Office expenses

    total $9,674 · program services $7,711 · management and general $1,963

  • 16 · Occupancy

    total $57,640 · program services $43,780 · management and general $13,860

  • 17 · Travel

    total $220 · program services $220

  • 22 · Depreciation, depletion and amortization

    total $18,390 · program services $13,792 · management and general $4,598

  • 23 · Insurance

    total $4,160 · management and general $4,160

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $3,695 · program services $3,695

  • 24b · Other expenses: EVENT CATERING

    total $3,000 · program services $3,000

  • 24c · Other expenses: EVENT RENTALS & SUPPLIE

    total $2,484 · program services $2,484

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $556,091 · end of year $236,328

  • 3 · Pledges and grants receivable

    end of year $22,845

  • 9 · Prepaid expenses and deferred charges

    beginning of year $300

  • 10a · Land, buildings and equipment: cost or other basis

    $1,346,000

  • 10b · Land, buildings and equipment: accumulated depreciation

    $58,381

  • 10c · Land, buildings and equipment, net

    beginning of year $1,306,009 · end of year $1,287,619

  • 11 · Investments: publicly traded securities

    beginning of year $12,652,978 · end of year $13,224,453

  • 12 · Investments: other securities

    beginning of year $1,711,950 · end of year $1,848,214

  • 17 · Accounts payable and accrued expenses

    end of year $21,022

  • 25 · Other liabilities

    beginning of year $2,500 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $11,859,328 · end of year $11,987,937

  • 28 · Net assets with donor restrictions

    beginning of year $4,365,500 · end of year $4,610,500

Mission and programs · 2023

Mission

THE MISSION OF THE ST. FRANCIS FOUNDATION OF SANTA BARBARA IS TO PROMOTE AND SUPPORT HEALTH CARE IN THE ST. FRANCIS TRADITION IN THE SANTA BARBARA SOUTH COAST COMMUNITY, WITH PARTICULAR ATTENTION TO THOSE MOST IN NEED.

Activities or mission (Part I)

THE MISSION OF ST. FRANCIS FOUNDATION OF SANTA BARBARA IS TO PROMOTE AND SUPPORT HEALTH CARE IN THE ST. FRANCIS TRADITION IN THE SANTA BARBARA SOUTH COAST COMMUNITY, WITH PARTICULAR ATTENTION TO THOSE MOST IN NEED.

  • ST. FRANCIS FOUNDATION OF SANTA BARBARA PROVIDES GRANTS TO COMPLIANT, LOCAL NON-PROFIT ORGANIZATIONS WHOSE FOCUS IS TO PROVIDE HEALTH CARE AND END-OF-LIFE CARE OFFERINGS TO THOSE UNABLE TO AFFORD SERVICES. FINANCIAL SUPPORT IS ACCOMPLISHED THROUGH A COMPREHENSIVE GRANTS PROGRAM, WHERE EXTENSIVE DUE DILIGENCE OF GRANTEES IS PERFORMED, THEN EVALUATED AND PRESENTED TO THE FULL BOARD FOR APPROVAL.

    Expenses $1,469,346 · Grants $1,324,000

As filed on the 2023 return.

Listed in Part VII

  • Debbie Cloud

    DIRECTOR-GRANTS/EVENTS

    Total calculated
    $0
    Hours/week
    0.25

  • Heidi Holly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Sam Capra

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25

  • Rev Mary Moreno Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Jan Ingram

    DIRECTOR-GRANTS/EVENTS

    Total calculated
    $0
    Hours/week
    0.25

  • Mike Elison

    DIRECTOR-PR

    Total calculated
    $0
    Hours/week
    0.25

  • Salvatore Tory N Milazzo CFP

    CURRENT PRESIDENT

    Total calculated
    $0
    Hours/week
    0.25

  • Mary Solis

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • Whitt Hollis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Sydney Walker

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.25

  • Fr Larry

    DIRECTOR-EVENTS

    Total calculated
    $0
    Hours/week
    0.25

  • Jeanne West

    DIRECTOR-GRANTS/EVENTS

    Total calculated
    $0
    Hours/week
    0.25

  • Sue Adams

    FORMER DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Tina Frontado

    CURRENT EXECUTIVE DIRECTOR

    Total calculated
    $105,190
    From this org
    $100,000
    From related orgs
    $0
    Other
    $5,190
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ST FRANCIS FOUNDATION OF SANTA BARBARA LLC

    REAL ESTATE · CA

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202423199349307147

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