2025-11-11T11:33:56-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-01-01 742898888 ST DAVID'S FOUNDATION COMMUNITY FUND 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 12654993 0 X WWW.STDAVIDSFOUNDATION.ORG X 1998 TX PROVIDES NEEDS-BASED SCHOLARSHIPS TO STUDENTS PURSUING HEALTHCARE CAREERS. 3 2 0 296 0 0 902236 674814 10312000 11272000 547732 662129 11307 -1813 11773275 12607130 2121290 2203311 0 0 0 0 0 0 0 4395569 4945787 6516859 7149098 5256416 5458032 60365413 63390410 47722266 45289231 12643147 18101179 X THE MISSION OF ST. DAVID'S FOUNDATION COMMUNITY FUND ("COMMUNITY FUND") IS TO IMPROVE THE HEALTH OF CENTRAL TEXANS AND TO PROVIDE SCHOLARSHIPS TO FINANCIALLY DISADVANTAGED STUDENTS PURSUING A HEALTH CARE CAREER AT A TEXAS COLLEGE OR UNIVERSITY. (SEE SCHEDULE O) IN ADDITION, COMMUNITY FUNDS OVERSEES VARIOUS MEDICAL FACILITIES IN CENTRAL TEXAS THAT PROVIDE HEALTHCARE TO THE COMMUNITY. 0 0 4832953 0 11272000 SURGERY CENTERS - THE COMMUNITY FUND OVERSEES MEDICAL FACILITIES IN CENTRAL TEXAS. 2161230 2125811 0 SCHOLARSHIPS - THE ST. DAVID'S NEAL KOCUREK SCHOLARSHIP IS THE LARGEST HEALTHCARE SCHOLARSHIP PROGRAM IN THE STATE OF TEXAS. HIGH SCHOOL SENIORS FROM BASTROP, CALDWELL, HAYS, TRAVIS, AND WILLIAMSON COUNTIES WHO WANT TO PURSUE CAREERS IN HEALTHCARE AND PLAN TO ATTEND COLLEGE IN TEXAS ARE ELIGIBLE TO APPLY FOR UP TO $60,000 IN FINANCIAL AID OVER THE COURSE OF THEIR HIGHER EDUCATION. (SEE SCHEDULE O) EACH SCHOLAR RECEIVES UP TO $7,500 PER YEAR FOR UP TO FOUR YEARS OF UNDERGRADUATE STUDIES AT TEXAS COLLEGES AND UNIVERSITIES AND UP TO FOUR YEARS OF GRADUATE STUDIES AND/OR MEDICAL SCHOOL, AND UP TO $4,000 A YEAR AT TEXAS COMMUNITY COLLEGES. IN ADDITION TO THIS FUNDING, NEAL KOCUREK SCHOLARS HAVE ACCESS TO A RANGE OF EMOTIONAL AND EDUCATIONAL SUPPORTS, INCLUDING FREE MENTAL HEALTH COUNSELING, TUTORING OPTIONS, PROFESSIONAL MENTORSHIP, AND A CLOSE-KNIT COMMUNITY OF PEERS.COMMUNITY FUND HAS AWARDED NEARLY 860 NEAL KOCUREK SCHOLARSHIPS SINCE THE PROGRAM'S INCEPTION IN 2005, AND 296 SCHOLARSHIPS WERE AWARDED IN 2024. SCHOLARSHIP APPLICANTS ARE EVALUATED ON THE BASIS OF ACADEMIC MERIT AS WELL AS FINANCIAL NEED. 91993 45000 0 AGING WELL - COMMUNITY FUND CREATED AGING WELL TO ADDRESS THE GROWING NEEDS OF THE AGING POPULATION WITH A MISSION OF BRINGING TOGETHER INDIVIDUALS AND COMMUNITY PARTNERS TO IMPROVE THE LIVES OF OLDER ADULTS AND THEIR CAREGIVERS. AN ACTIVE COMMUNITY GROUP THAT SUPPORTS CENTRAL TEXAS ORGANIZATIONS ASSISTING OLDER ADULTS AND THEIR CAREGIVERS WITH THE CHALLENGES OF AGING ISSUES, AGING WELL PROVIDES RESOURCES, SUPPORT AND EVENTS THAT EMBRACE VOLUNTEERISM, EDUCATION, AND PHILANTHROPY. (SEE SCHEDULE O).INCREASING ACCESS TO AGING-RELATED RESOURCES IN CENTRAL TEXAS IS A PRIORITY OF THE COMMUNITY FUND. THROUGH STRATEGIC GRANTMAKING, THE COMMUNITY FUND SEEKS TO INCREASE SUPPORT FOR OLDER ADULTS TO LIVE SAFELY AND INDEPENDENTLY IN THEIR OWN COMMUNITY. AS A PROGRAM OF COMMUNITY FUND, AGING WELL IS COMMITTED TO STRATEGICALLY ALIGNING THESE EFFORTS IN ADDITION TO SERVING AS A RESOURCE FOR THE AGING COMMUNITY IN CENTRAL TEXAS. 32500 32500 0 DURING 2024, THE COMMUNITY FUND MADE NONRECURRING GRANTS TO PROVIDE EMERGENCY ASSISTANCE AND GRADUATION SUPPORT TO NEAL KOCUREK SCHOLARS. 32500 32500 0 7118676 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 3 2 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 1 1 X X AMY VAUGHAN 5128796600 1303 SAN ANTONIO STREET SUITE 500 AUSTIN TX 78701 EDWARD B BURGER CHAIR 1.35 43.65 X 0 629869 34017 RODNEY S BOND DIRECTOR 1.00 0.00 X 0 10000 0 BARBARA PORTER DIRECTOR 1.00 0.00 X 0 10000 0 CARA ABAZARI PRESIDENT 1.00 39.00 X 0 251715 48965 TAYLOR GUTIERREZ SECRETARY 28.00 12.00 X 0 98545 39445 AMY VAUGHAN VP OF FINANCE 1.00 39.00 X 0 452548 34017 0 1452677 156444 0 0 1 0 0 674803 11 674814 SURGERY CENTER REVENUE 621400 11272000 11272000 11272000 662129 662129 46050 674803 47863 -1813 -1813 12607130 11272000 0 660316 45000 45000 2158311 2158311 224 224 5500 5500 68934 50759 18175 1653 1653 1670 1670 3682 3682 4832953 4832953 1171 1171 SPONSORSHIPS 30000 30000 7149098 7118676 30422 0 12457271 14446589 3822 8423 11708 10738 2142 970 47902178 48934428 60365413 63390410 30691 47272 47691575 45241959 47722266 45289231 X 11022220 16468676 1620927 1632503 12643147 18101179 60365413 63390410 5458032 0 X X 0 1 X 0 0 X 440542 563120 543404 902236 674814 3124116 440542 563120 543404 902236 674814 3124116 856048 2268068 38300 2392 108902 547732 662129 1359455 33375 33075 42750 46050 155250 4638821 36445000 0.48890 0.51270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 33,375. 2022 AMOUNT: $ 33,075. 2023 AMOUNT: $ 42,750. 2024 AMOUNT: $ 46,050. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11708 10738 970 970 INVESTMENT IN LEADERSHIP HEALTHCARE HOLDINGS 48934428 C 48934428 NOTES PAYABLE - ST. DAVID'S FOUNDATION 45241959 45241959 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 COMMUNITY FUND'S 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. TOAST OF THE TOWN 720853 674803 46050 47863 720853 674803 46050 47863 47863 -1813 1 NEAL KOCUREK SCHOLARSHIP PROGRAM 296 2125811 GRADUATION SUPPORT 60 30000 EMERGENCY ASSISTANCE 5 2500 PART I, LINE 2: GRANTS TO ORGANIZATIONS: COMMUNITY FUND ACCEPTS AND REVIEWS GRANT APPLICATIONS FOR GRANTS THAT ARE GIVEN FOR THE PURPOSE OF IMPROVING HEALTH AND HEALTHCARE. MEMBERS OF THE AGING WELL PROGRAM APPROVE ONE-TIME GRANTS BY MEMBER VOTE. THE COMMUNITY FUND EXPECTS ALL GRANTEES TO PROVIDE QUARTERLY REPORTS DETAILING THE USE OF THE FUNDS. IN ADDITION, THE COMMUNITY FUND MAY UNDERTAKE ON-SITE VISITS PERIODICALLY TO ENSURE THAT THE GRANTEE IS USING THE GRANTED FUNDS FOR THEIR INTENDED PURPOSES. GRANTS TO INDIVIDUALS: COMMUNITY FUND PROVIDES SCHOLARSHIPS FOR COLLEGE STUDENTS ATTENDING TEXAS SCHOOLS TO PURSUE HEALTHCARE CAREERS. STUDENTS ARE SELECTED BY A SCHOLARSHIP COMMITTEE THAT CONSIDERS ACADEMIC ACCOMPLISHMENTS AND FINANCIAL NEEDS. SCHOLARSHIP FUNDS ARE PAID DIRECTLY TO EACH STUDENT'S CHOSEN COLLEGE OR UNIVERSITY, OR TO A STUDENT'S DESIGNATED 529 PLAN. STUDENTS PROVIDE PROOF OF ENROLLMENT AND ACADEMIC PERFORMANCE, AND WHERE NECESSARY STAFF FOLLOW UP WITH UNIVERSITIES DIRECTLY. 0 0 0 0 0 0 0 0 0 EDWARD B BURGER CHAIR 0 537731 0 1500 0 90638 0 20700 0 13317 0 663886 0 0 AMY VAUGHAN VP OF FINANCE 0 378926 0 3000 0 70622 0 20700 0 13317 0 486565 0 0 CARA ABAZARI PRESIDENT 0 212340 0 1155 0 38220 0 15064 0 33901 0 300680 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 COMMUNITY FUND. EDWARD BURGER, IN HIS POSITION AS CHAIR OF COMMUNITY FUND, REVIEWS THE COMPARABLE DATA FROM THE REPORT AND MAKES RECOMMENDATIONS TO THE BOARD REGARDING EXECUTIVE COMPENSATION FOR OFFICERS. FORM 990, PART VI, SECTION A, LINE 6 PURSUANT TO ITS BYLAWS, THE COMMUNITY FUND'S SOLE CORPORATE MEMBER IS ITS RELATED ENTITY, ST. DAVID'S FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO ITS BYLAWS, THE POWER TO APPOINT AND/OR REMOVE BOARD OF DIRECTORS MEMBERS IS RESERVED TO THE COMMUNITY FUND'S SOLE CORPORATE MEMBER, ST. DAVID'S FOUNDATION (PROVIDED THAT, AT ALL TIMES, A MAJORITY OF DIRECTORS ARE INDEPENDENT OF ST. DAVID'S FOUNDATION AND ST. DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS). FORM 990, PART VI, SECTION A, LINE 7B THE AUTHORITY OF THE BOARD OF DIRECTORS OF THE COMMUNITY FUND IS LIMITED WITH RESPECT TO THE FOLLOWING ACTIONS, EACH OF WHICH MAY BE TAKEN ONLY WITH PRIOR WRITTEN APPROVAL OF THE ORGANIZATION'S SOLE MEMBER, ST. DAVID'S FOUNDATION: 1. AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; 2. MERGER, CONSOLIDATION, OR DISSOLUTION OF COMMUNITY FUND OR ESTABLISHMENT OF ANY SUBSIDIARY; 3. SALE, CONVEYANCE, LEASE, EXCHANGE, PLEDGE, OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS; 4. SALE, CONVEYANCE, LEASE, EXCHANGE, PLEDGE, OR MORTGAGE OF ANY REAL PROPERTY IN WHICH COMMUNITY FUND HAS AN INTEREST; 5. SALE, CONVEYANCE, LEASE, EXCHANGE, PLEDGE, OR MORTGAGE OF ANY PERSONAL PROPERTY IN WHICH COMMUNITY FUND HAS AN INTEREST WITH A FAIR MARKET VALUE EXCEEDING $100,000; 6. UNBUDGETED ACQUISITION OR PURCHASE OF ANY REAL OR PERSONAL PROPERTY FOR CONSIDERATION WITH A FAIR MARKET VALUE EXCEEDING $100,000; 7. EXECUTION AND DELIVERY OF ANY CONTRACT WHICH REQUIRES THE UNBUDGETED EXPENDITURE OF MORE THAN $100,000; 8. ADOPTION OF THE ANNUAL BUDGET; 9. ESTABLISHMENT OF OR AMENDMENT TO ARTICLES OF INCORPORATION OR BYLAWS OF ANY LEGAL ENTITY IN WHICH COMMUNITY FUND IS A PARTNER, PARTICIPANT, JOINT VENTURER, CONTROLLING SHAREHOLDER, OR SOLE MEMBER, AND ANY SUBSIDIARY THEREOF; 10. GUARANTEE OF ANY DEBT NOT OF COMMUNITY FUND, AND; 11. SELECTION OF THE INDEPENDENT ACCOUNTANT FOR THE ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 11B THE COMMUNITY FUND'S FORM 990 IS PREPARED BY A NATIONALLY RECOGNIZED TAX FIRM IN CONJUNCTION WITH ST. DAVID'S FOUNDATION'S FINANCE TEAM. THE ST. DAVID'S FOUNDATION'S TAX, AUDIT & COMPLIANCE COMMITTEE PERFORMS A COMPREHENSIVE REVIEW OF DRAFT OF THE 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 COMMUNITY FUND'S BOARD OF DIRECTORS FOR 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 THE COMMUNITY FUND ANNUALLY VERIFIES COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY. THE INDIVIDUALS COVERED BY THIS POLICY INCLUDE THE OFFICERS AND DIRECTORS. THE PERSONS COVERED BY THIS POLICY ARE REQUIRED TO ANNUALLY DISCLOSE THEIR INTERESTS 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 COMMUNITY FUND OR ITS BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE COMMUNITY FUND DOES NOT DIRECTLY COMPENSATE ANY OF THE INDIVIDUALS REPORTED ON THE FORM 990; ALL COMPENSATION IS PAID BY ITS RELATED ENTITIES. THE PRESIDENT'S COMPENSATION WAS ESTABLISHED PURSUANT TO AN INDEPENDENT THIRD-PARTY COMPENSATION SURVEY THAT WAS CONDUCTED ON MAY 5TH, 2022 [WITHOUT PARTICIPATION BY ANY OFFICERS, DIRECTORS OR KEY EMPLOYEES WHO MAY HAVE BEEN SUBJECTS IN THE SURVEY]. FORM 990, PART VI, SECTION C, LINE 19 THE COMMUNITY FUND'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ST DAVID'S FOUNDATION 1303 SAN ANTONIO ST 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 ST 500 AUSTIN TX 78701 742206098 HOLDING COMPANY TX 501(C)(3) LINE 7 ST DAVID'S FOUNDATION 0 ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES 1303 SAN ANTONIO ST 500 AUSTIN TX 78701 270112979 SUPPORTS SERVICES TO RELATED ORGANIZATIONS TX 501(C)(3) LINE 12A, I ST DAVID'S FOUNDATION COMMUNITY FUND 1 LEADERSHIP HEALTHCARE HOLDINGS LP LLP 98 SAN JACINTO STE 1800 AUSTIN TX 78701 203151012 OWNS MAJORITY INTERESTS IN AMBULATORY SURGERY CENTERS TX ST DAVID'S FOUNDATION COMMUNITY FUND RELATED 16778291 64722751 0 1 0.41000 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 ST DAVID'S HEALTHCARE PARTNERSHIP LP LLP 98 SAN JACINTO STE 1800 AUSTIN TX 78701 742781812 OWNS & OPERATES 4 HOSPITALS IN CENTRAL TX TX N/A 0 0 HEALTH AT HOME HOLDINGS - AUSTIN LLC 98 SAN JACINTO STE 1800 AUSTIN TX 78701 863865064 HOME HEALTH AND HOSPICE SERVICES 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 BAILEY SQUARE AMBULATORY SURGICAL CENTER LTD 98 SAN JACINTO STE 1800 AUSTIN TX 78701 752467365 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 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 NORTH AUSTIN SURGERY CENTER LP 98 SAN JACINTO STE 1800 AUSTIN TX 78701 200648730 AMBULATORY SURGERY CENTER 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 SOUTH AUSTIN SURGERY CENTER LTD 98 SAN JACINTO STE 1800 AUSTIN TX 78701 621775267 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 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 ST 500 AUSTIN TX 78701 341996279 OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER TX N/A C 0 ST DAVID'S FOUNDATION IMPACT FUND GP LLC 1303 SAN ANTONIO ST 500 AUSTIN TX 78701 341996272 OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER TX N/A C 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 LEADERSHIP HEALTHCARE HOLDINGS LP LLP A 166591 BOOK LEADERSHIP HEALTHCARE HOLDINGS LP LLP F 266440 BOOK LEADERSHIP HEALTHCARE HOLDINGS LP LLP S 10239751 BOOK ST DAVID'S FOUNDATION R 5410051 BOOK