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← SAINT FRANCIS FOUNDATION

Form 990 for tax year 2024

Filed by SAINT FRANCIS FOUNDATION.

Totals

Total revenue
$5,548,347
Total expenses
$5,100,935
Contributions and grants received
$684,677
Grants paid
$2,947,002
Program service revenue
$0
Investment income
$4,860,070
Other revenue
$3,600
Total assets, end of year
$121,790,930
Total liabilities, end of year
$8,419,148
Net assets or fund balances, end of year
$113,371,782
Program services expenses (Part IX)
$3,180,622
Management and general expenses
$1,303,880
Fundraising expenses
$616,433
Program service expenses (Part III)
$3,180,622

Program services were 62.4% 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.

  • 1e · Government grants (contributions)

    $201,000

  • 1f · All other contributions, gifts and grants

    $483,677

  • 3 · Investment income

    total $1,272,565 · unrelated business $248,384 · excluded $1,024,181

  • 6a · Gross rents

    real property $3,600

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $3,600

  • 6d · Net rental income or loss

    total $3,600 · excluded $3,600

  • 7a · Gross sales of assets other than inventory

    securities $90,792,312

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

    securities $87,204,807

  • 7c · Gain or loss

    securities $3,587,505

  • 7d · Net gain or loss

    total $3,587,505 · excluded $3,587,505

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,947,002 · program services $2,947,002

  • 5 · Compensation of officers, directors and key employees

    total $315,023 · program services $126,009 · management and general $63,005 · fundraising $126,009

  • 7 · Other salaries and wages

    total $526,083 · program services $60,894 · management and general $262,854 · fundraising $202,335

  • 8 · Pension plan contributions

    total $15,762 · program services $2,412 · management and general $8,310 · fundraising $5,040

  • 9 · Other employee benefits

    total $116,487 · program services $11,747 · management and general $62,732 · fundraising $42,008

  • 10 · Payroll taxes

    total $61,983 · program services $12,638 · management and general $26,235 · fundraising $23,110

  • 11b · Fees: legal

    total $64,843 · management and general $64,843

  • 11c · Fees: accounting

    total $150,319 · management and general $150,319

  • 11e · Fees: professional fundraising services

    total $46,923 · fundraising $46,923

  • 11f · Fees: investment management

    total $444,253 · management and general $444,253

  • 11g · Fees: other

    total $39,952 · program services $12,643 · management and general $19,356 · fundraising $7,953

  • 12 · Advertising and promotion

    total $114,011 · management and general $3,850 · fundraising $110,161

  • 13 · Office expenses

    total $38,309 · program services $1,200 · management and general $31,485 · fundraising $5,624

  • 14 · Information technology

    total $43,413 · program services $5,800 · management and general $16,756 · fundraising $20,857

  • 16 · Occupancy

    total $69,635 · management and general $69,635

  • 17 · Travel

    total $17,765 · program services $159 · management and general $10,428 · fundraising $7,178

  • 19 · Conferences, conventions and meetings

    total $25,750 · management and general $8,479 · fundraising $17,271

  • 22 · Depreciation, depletion and amortization

    total $3,624 · management and general $3,624

  • 23 · Insurance

    total $46,427 · management and general $46,427

  • 24a · Other expenses: EQUIPMENT RENTAL

    total $7,339 · management and general $7,027 · fundraising $312

  • 24b · Other expenses: RECOGNITION GIFTS

    total $6,032 · program services $118 · management and general $4,262 · fundraising $1,652

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $882,214 · end of year $687,417

  • 2 · Savings and temporary cash investments

    beginning of year $5,299,652 · end of year $3,924,641

  • 3 · Pledges and grants receivable

    beginning of year $133,199

  • 4 · Accounts receivable

    beginning of year $50,250 · end of year $53,856

  • 9 · Prepaid expenses and deferred charges

    beginning of year $57,648 · end of year $55,946

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

    $10,286

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

    $10,286

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $108,472,449 · end of year $114,025,652

  • 15 · Other assets

    beginning of year $2,927,827 · end of year $3,043,418

  • 17 · Accounts payable and accrued expenses

    beginning of year $526,902 · end of year $208,872

  • 18 · Grants payable

    beginning of year $4,686,250 · end of year $4,244,550

  • 25 · Other liabilities

    beginning of year $4,218,615 · end of year $3,965,726

  • 27 · Net assets without donor restrictions

    beginning of year $64,279,925 · end of year $67,788,115

  • 28 · Net assets with donor restrictions

    beginning of year $44,111,547 · end of year $45,583,667

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY.

  • 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.

    Expenses $3,180,622 · Grants $2,947,002

As filed on the 2024 return.

Listed in Part VII

  • Matthew Brady

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Michele Hanson

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Laurette Hartigan

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Aneesh Krishna

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Dr Adam Bonnington

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lindsay Caldwell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ezra Garrett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marguerite Hutchinson

    BOARD MEMBER (THRU 03/25)

    Total calculated
    $0
    Hours/week
    1

  • Beth Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • William Jump

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brandon A Kline

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Connie Linehan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Frank Malin MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Harry Prabandham

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sotha Saing

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sarita Satpathy MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeff Taylor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Noriko Lim-Tepper

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Heidi Wittenberg MD

    BOARD MEMBER (THRU 08/24)

    Total calculated
    $0
    Hours/week
    1

  • Brenda L Wright

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Kate Smith

    PRESIDENT

    Total calculated
    $275,264
    From this org
    $275,264
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,264
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $275,264

  • Julia Ludwig

    DIR. DEVELOPMENT AND MARKETING

    Total calculated
    $112,917
    From this org
    $103,430
    From related orgs
    $0
    Other
    $9,487
    Hours/week
    40

  • Ken Woolston

    DIR. ADMINISTRATION

    Total calculated
    $125,582
    From this org
    $104,525
    From related orgs
    $0
    Other
    $21,057
    Hours/week
    40

  • William Douglas

    DIR. PROGRAMS AND COMMUNITY P'SHIP

    Total calculated
    $161,554
    From this org
    $142,814
    From related orgs
    $0
    Other
    $18,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,814
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,740
    Filer's total
    $161,554

  • Laurel Druke

    DIR. FINANCE AND OPERATIONS

    Total calculated
    $138,951
    From this org
    $131,346
    From related orgs
    $0
    Other
    $7,605
    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ST FRANCIS FOUNDATION FUND LP

    EXCLUDED INVESTMENT · INVESTMENT · MA · 99.9% owned · share of income $5,696,814 · share of assets $93,534,004

    Directly controlled by SAINT FRANCIS FOUNDATION

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUST (1)

    CA

Provenance

Return type
form_990
Tax year
2024
Filed
12 May 2026
IRS schema version
2024v5.5
Source object
202601339349304110

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