2025-11-11T11:28:18-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-01-01 270112979 ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES STDA 5128796600 1303 SAN ANTONIO STREET 500 AUSTIN TX 78701 CARA ABAZARI PRESIDENT 5128796600 2025-11-11 1 1 SCOTT THOMPSETT P00741490 2125990100 2024 2025-03-06 01:10:19Z CARA ABAZARI 1303 SAN ANTONIO STREET 500 AUSTIN TX 78701 3208643 0 X WWW.STDAVIDSFOUNDATION.ORG X 2004 TX PROVIDES SUPPORT FOR ST. DAVID'S FOUNDATION, ST. DAVID'S FOUNDATION COMMUNITY FUND (SEE SCHEDULE O)AND ST. DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS. 3 0 6 0 0 0 0 0 0 0 1265354 935604 2833980 2273039 4099334 3208643 0 0 0 0 709497 784335 0 0 362081 2420716 2703268 3130213 3487603 969121 -278960 29008174 28532637 449527 252950 28558647 28279687 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. 0 0 667866 0 0 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. 275265 0 0 INITATIVES FUNDS A SERIES OF GARDENS IN THE COMMUNITY FOR SENIOR CITIZENS TO GARDEN AND FEEL A SENSE OF COMMUNITY. BY NURTURING CONNECTIONS BETWEEN THE NATURAL ENVIRONMENT, MEANINGFUL ACTIVITY, THE BOUNTY OF WORK AND PERSONAL RELATIONSHIPS, GARDENS AND GARDENING ENHANCE THE AGING EXPERIENCE. AGINGWELL HAS FORGED THESE CONNECTIONS THROUGH OUR GARDEN PROGRAM, WHICH HAS FLOURISHED SINCE 2012. TO DATE, WE HAVE REPURPOSED SPACES AROUND THE COMMUNITY FOR OLDER ADULTS TO GARDEN AT 11 LOCATIONS. EACH SITE HAS A FULLY FUNCTIONING PRODUCE GARDEN AND A GARDEN CLUB THAT TENDS THEM. OUR PARTNERSHIP WITH RESOLUTION GARDENS HAS ENABLED AGINGWELL TO CREATE A SUSTAINABLE PROGRAM THAT PROVIDES JOY AND NOURISHMENT. 0 0 0 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. 943131 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 16 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X AMY VAUGHAN 5128796600 1303 SAN ANTONIO STREET SUITE 500 AUSTIN TX 78701 CARA ABAZARI PRESIDENT 39.00 1.00 X X 251715 0 48965 TAYLOR GUTIERREZ SECRETARY 10.00 30.00 X X 98545 0 39445 JULIAN HUERTA VP OF COMMUNITY PROGRAMS 10.00 30.00 X X 0 302818 52333 AMY VAUGHAN VICE PRESIDENT OF FINANCE 1.00 39.00 X 0 452548 34017 350260 755366 174760 1 0 1 0 LAYTON B WILSON COMPANY 1303 ANTONIO STREET SUITE 710 AUSTIN TX 78701 PROPERTY MANAGER 155961 RESOLUTION GARDENS PO BOX 16521 AUSTIN TX 78761 AGING WELL SENIOR GARDENS SERVICES 128408 GALVIN TECHNOLOGIES 9745 RANDALL DR SUITE 140 CARMEL IN 46280 INTERNAL CONSULTING 114402 SECURITAS SECURITY SVCS USA INC 12672 COLLECTIONS CENTER DR CHICAGO IL 60693 SECURITY SERVICES 113567 ABM JANITORIAL SERVICES PO BOX 419860 BOSTON MA 022419860 JANITORIAL SERVICES 101505 5 935604 935604 2273039 0 2273039 2273039 2273039 3208643 0 0 3208643 350260 199780 150480 228139 176265 6736 45138 14863 9663 173 5027 147726 96044 1720 49962 43347 28391 513 14443 197 197 25500 25500 172913 148750 24163 180740 1030 175906 3804 93188 50222 2227 40739 754544 754544 3374 3374 664351 664351 38693 38693 SUPPORT SERVICES 507785 507785 AGING WELL PROGRAM 134198 134198 SCHOLARSHIP PROG SUP. 116283 91224 25059 TOAST OF THE TOWN SUP. 2069 2069 9433 7564 672 1197 3487603 943131 2182391 362081 10964811 10754717 57454 33086 71344 74830 22549042 6834302 16327415 15714740 1587150 1955264 29008174 28532637 439099 198230 10428 54720 449527 252950 X 28558647 28279687 28558647 28279687 29008174 28532637 -278960 0 X X 0 1 X 0 0 X X X 3 SDF COMMUNITY FUND 742898888 7 1 0 1916783 ST DAVID'S FOUNDATION 741356589 3 1 0 0 SDCHF HOLDINGS 742206098 7 1 0 0 3 0 1916783 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 3703371 3703371 15176914 3553548 11623366 3668757 3280754 388003 15714740 ST. DAVID'S FOUNDATION IMPACT FUND, LP 1894862 C ST. DAVID'S FOUNDATION IMPACT FUND GP, LLC 60402 C 1955264 DUE TO AFFILIATE 54720 54720 X PART X, LINE 2: 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. 0 0 0 0 0 0 0 0 0 AMY VAUGHAN VICE PRESIDENT OF FINANCE 0 378926 0 3000 0 70622 0 20700 0 13317 0 486565 0 0 JULIAN HUERTA VP OF COMMUNITY PROGRAMS 0 282941 0 3000 0 16877 0 18050 0 34283 0 355151 0 0 CARA ABAZARI PRESIDENT 212340 0 1155 0 38220 0 15064 0 33901 0 300680 0 0 0 PART I, LINE 3 THE ST. DAVID'S FOUNDATION COMPENSATION COMMITTEE COMMISSIONS A REPORT FROM AN INDEPENDENT COMPENSATION EXPERT COVERING ALL EXECUTIVES AND HIGHLY COMPENSATED EMPLOYEES OF ST. DAVID'S 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. 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 INITIATIVE'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 INITIATIVE'S ARTICLES OF INCORPORATION OR BYLAWS; 2. MERGER, CONSOLIDATION, OR DISSOLUTION OF INITIATIVES OR ESTABLISHMENT OF ANY SUBSIDIARY; 3. SALE, LEASE, EXCHANGE, PLEDGE, OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF INITIATIVES' ASSETS; 4. SALE, CONVEYANCE, LEASE, EXCHANGE, PLEDGE, OR MORTGAGE OF ANY REAL PROPERTY IN WHICH INITIATIVES HAS AN INTEREST; 5. SALE, CONVEYANCE, LEASE, EXCHANGE, PLEDGE OR MORTGAGE OF ANY PERSONAL PROPERTY IN WHICH INITIATIVES HAS AN INTEREST WITH A FAIR MARKET VALUE EXCEEDING $100,000; 6. ACQUISITION OR PURCHASE OF ANY REAL OR PERSONAL PROPERTY FOR CONSIDERATION WITH A FAIR MARKET VALUE EXCEEDING $100,000, UNLESS SUCH ACQUISITION WAS PREVIOUSLY BUDGETED; 7. EXECUTION AND DELIVERY OF ANY CONTRACT WHICH REQUIRES THE EXPENDITURE OF MORE THAN $100,000 UNLESS SUCH EXPENDITURE WAS PREVIOUSLY BUDGETED; 8. ADOPTION OF THE ANNUAL BUDGET; 9. ESTABLISHMENT OF OR AMENDMENT TO ARTICLES OF INCORPORATION OR BYLAWS OF ANY LEGAL ENTITY IN WHICH INITIATIVES IS A PARTNER, PARTICIPANT, JOINT VENTURER, CONTROLLING SHAREHOLDER, OR SOLE MEMBER, AND SUBSIDIARY THEREOF; 10. GUARANTEE OF ANY DEBT NOT OF INITIATIVES, AND; 11. SELECTION OF THE INDEPENDENT ACCOUNTANT FOR THE ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 11B INITIATIVES' FORM 990 IS PREPARED BY A NATIONALLY RECOGNIZED TAX FIRM IN CONJUNCTION WITH THE ST. DAVID'S FOUNDATION FINANCE STAFF. THE ST. DAVID'S FOUNDATION'S TAX, AUDIT & COMPLIANCE COMMITTEE PERFORMS A COMPREHENSIVE REVIEW OF THE DRAFT 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 AND 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 OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE ANY ACTIVITIES OR RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FOR EACH DISCLOSURE, A DETERMINATION IS MADE WHETHER THE POTENTIAL CONFLICT REQUIRES EITHER RECUSAL FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS, OR RESIGNATION OR REMOVAL FROM THE INITIATIVES OR ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 TO ESTABLISH THE COMPENSATION OF INITIATIVES' TOP MANAGEMENT OFFICIALS, OTHER OFFICERS, AND KEY EMPLOYEES, A RELATED ORGANIZATION WHICH IS INITIATIVES' SOLE CORPORATE MEMBER (ST. DAVID'S FOUNDATION COMMUNITY FUND) USED THE BENCHMARK 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. 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 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 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 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 1551219 2073968 1.00000 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 12000 99261 1.00000 1 1 0 0 0 0 1 0 0 0 1 0 1 0 1 1 1 1 0 0 ST DAVID'S FOUNDATION IMPACT FUND LP A 365479 BOOK ST DAVID'S FOUNDATION IMPACT FUND GP LLC F 3431 BOOK ST DAVID'S FOUNDATION J 1249411 BOOK ST DAVID'S FOUNDATION P 565383 BOOK