TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) SHANNON RATLIFF...................................................................... CHAIR	10.00 ................. 5.00	X	X	0	4,314	0
(2) LINO MENDIOLA III...................................................................... VICE CHAIR	10.00 ................. 5.00	X	X	0	0	0
(3) CRAIG HESTER...................................................................... SECRETARY	10.00 ................. 5.00	X		0	0	0
(4) BETSY ABELL...................................................................... TRUSTEE	5.00 ................. 0.00	X		0	0	0
(5) JESSE ANCIRA...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0	0
(6) RAY BENSON...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0	0
(7) RAY BONILLA...................................................................... TRUSTEE	5.00 ................. 5.00	X	X	0	4,006	0
(8) HONORABLE HARRIET O'NEILL...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0	0
(9) H DAVID HUGHES...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0	0
(10) LEW LITTLE...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0	0
(11) DARRICK MCGILL...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0	0
(12) JOHN MURRAY...................................................................... TRUSTEE	1.00 ................. 5.00	X		0	3,430	0
(13) PETER PINCOFFS...................................................................... TRUSTEE	5.00 ................. 10.00	X		0	3,775	0
(14) REVEREND CHUCK TREADWELL...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0	0
(15) JERRY TURNER...................................................................... TRUSTEE (THRU 12/31/2023)	1.00 ................. 5.00	X		0	4,379	0
(16) MARC WINKELMAN...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0	0
(17) EDWARD B BURGER...................................................................... PRESIDENT & CEO	39.60 ................. 5.40		X	598,281	3,907	33,584

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) FERNANDO X PENA........................................................................ EVP & GENERAL COUNSEL	30.00 .......................10.00	X				454,357	0	31,442
(19) AMY VAUGHAN........................................................................ VICE PRESIDENT OF FINANCE	34.00 .......................6.00	X				365,528	0	40,614
(20) REGAN GRUBER MOFFITT........................................................................ VP OF COMMUNITY INVESTMENTS	40.00 .......................0.00	X				307,496	0	51,803
(21) JULIAN HUERTA........................................................................ VP OF COMMUNITY PROGRAMS	40.00 .......................0.00	X				265,067	0	46,066
(22) CATHY IBERG........................................................................ VICE PRESIDENT OF INVESTMENTS	10.00 .......................0.00	X				249,353	0	7,631
(23) SHAILEE GUPTA........................................................................ DIRECTOR OF DENTAL PROGRAMS	40.00 .......................0.00		X			270,043	0	43,449
(24) CARA MUELLER........................................................................ DIRECTOR OF HUMAN RESOURCES	40.00 .......................0.00			X		235,108	0	52,587
(25) CHRISTINA THOMPSON........................................................................ DIRECTOR OF COMMUNICATIONS	40.00 .......................0.00			X		212,925	0	46,347
(26) ABBY MENKE........................................................................ LEAD DENTIST	40.00 .......................0.00			X		203,941	0	45,603
(27) CAESAR COLLAZO........................................................................ STAFF DENTIST	40.00 .......................0.00			X		192,963	0	45,375
(28) YANA KUSHNER........................................................................ LEAD DENTIST	40.00 .......................0.00			X		192,227	0	42,405
(29) BLAKE HOLMAN........................................................................ FORMER CHIEF INFO & INFRASTR. OFF.	0.00 .......................0.00				X	116,250	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
RAND CORPORATION PO BOX 2138 SANTA MONICA,CA904072138	MENTAL HEALTH CONSULTANT	525,000
FORTIUM PARTNERS LP PO BOX 733128 DALLAS,TX753733128	TECHNOLOGY CONSULTANT	491,324
FSG INC 179 LINCOLN ST 3RD FL BOSTON,MA02111	CONSULTING - STRATEGIC PLANNING	386,675
HALF HELEN FOUNDATION 7801 N LAMAR BLVD F-34 AUSTIN,TX78752	VISION CARE PROVIDER	366,270
DR CLARK & ASSOCIATE OPTOMETRISTS PA 5501 B N IH-35 AUSTIN,TX78723	DENTAL CARE PROVIDER	277,700
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 15

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

ST DAVID'S FOUNDATION

Employer identification number

74-1356589

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

ST DAVID'S FOUNDATION

Employer identification number

74-1356589

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization ST DAVID'S FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization ST DAVID'S FOUNDATION		Employer identification number 74-1356589

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization ST DAVID'S FOUNDATION			Employer identification number 74-1356589
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

ST DAVID'S FOUNDATION

Employer identification number

74-1356589

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2022

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

35,375

Total. Add lines 1c through 1i ....................................................................................................

35,375

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
PART II-B, LINE 1:	THE SCHEDULE K-1 FROM ST. DAVID'S HEALTHCARE PARTNERSHIP, LP (THE "PARTNERSHIP") INCLUDED $35,375 OF LOBBYING EXPENDITURES, WHICH CONSTITUTED THE PORTION OF THE PARTNERSHIP'S ANNUAL ASSOCIATION DUES DEDICATED TO LOBBYING ACTIVITIES.

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

ST DAVID'S FOUNDATION

Employer identification number

74-1356589

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	2,638,049	2,633,414	2,633,256	2,633,072	2,628,551
b	Contributions ...
c	Net investment earnings, gains, and losses	132,958	46,350	1,580	184	4,521
d	Grants or scholarships ...	110,000	41,715	1,422
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	2,661,007	2,638,049	2,633,414	2,633,256	2,633,072

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

100.000 %

Term endowment right arrow

0 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	987,156	656,702	330,454
d	Equipment ....	1,673,747	1,360,944	312,803
e	Other .....	5,133,653	3,357,875	1,775,778
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				2,419,035

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) PRIVATE EQUITIES	414,681,462	F
(B) HEDGED INVESTMENTS	234,735,254	F
(C) GLOBAL EQUITIES	142,121,401	F
(D) FIXED INCOME FUNDS	114,692,762	F
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	906,230,879

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1)ST. DAVID'S HEALTHCARE PARTNERSHIP, LP, LLP	509,955,067	C
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	509,955,067

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

PART V, LINE 4:

THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE FOUNDATION HAS ESTABLISHED SCHOLARSHIPS WITH TEXAS STATE UNIVERSITY TO SUPPORT STUDENTS SEEKING A CAREER IN NURSING WHO ARE IN FINANCIAL NEED. ANNUALLY, 90% OF THE EARNINGS ARE DEVOTED TO THE PAYMENT OF THESE SCHOLARSHIPS, WHILE THE REMAINING 10% IS ADDED TO THE PERMANENTLY RESTRICTED CORPUS OF THE FUNDS.

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 FOUNDATION'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.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
ST DAVID'S FOUNDATION

Employer identification number

74-1356589

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	498,961,908
















3a	Sub-total ....	0	0		498,961,908
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		498,961,908

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
PART I, LINE 3:	THE AMOUNT REPORTED IN PART I REPRESENTS THE FAIR MARKET VALUE OF FOREIGN INVESTMENTS HELD AT THE END OF THE TAX YEAR.
SCHEDULE F, PART IV FOREIGN FORMS:	THE FOUNDATION INVESTS IN DOMESTIC AND FOREIGN INVESTMENT VEHICLES THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, THE FOUNDATION ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. TO THE EXTENT SUCH A FORM WAS COMPLETED, IT HAS BEEN FILED WITH THE FOUNDATION'S FORM 990-T.

Schedule F (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

ST DAVID'S FOUNDATION

Employer identification number

74-1356589

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other 50000.0000000000 %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	56,598,297	738,626	55,859,671	6.310 %
b	Medicaid (from Worksheet 3, column a) . . . . .	56,315,025	96,369,316	0	0 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	0	0
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	112,913,322	97,107,942	55,859,671	6.310 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	25,533,168	0	25,533,168	2.880 %
f	Health professions education (from Worksheet 5) . . .	601,162	67,467	533,695	0.060 %
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .	262,794	278,810	0	0 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	72,601,339	0	72,601,339	8.200 %
j	Total. Other Benefits . .	98,998,463	346,277	98,668,202	11.140 %
k	Total. Add lines 7d and 7j .	211,911,785	97,454,219	154,527,873	17.450 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

4,180,183

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

173,087,412

Enter Medicare allowable costs of care relating to payments on line 5.....

160,110,634

Subtract line 6 from line 5. This is the surplus (or shortfall)........

12,976,778

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
11 BAILEY SQUARE AMBULATORY SURGICAL CENTER LP	AMBULATORY SURGERY CENTER	56.780 %	0 %	43.220 %
22 SOUTH AUSTIN SURGERY CENTER LTD	AMBULATORY SURGERY CENTER	56.530 %	0 %	43.470 %
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2023

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?7Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)							Facility reporting group
1	ST DAVID'S MEDICAL CENTER 919 E 32ND STREET AUSTIN,TX78705 WWW.STDAVIDS.COM 000035	X	X		X		A
2	ST DAVID'S NORTH AUSTIN MEDICAL CENTER 12221 N MOPAC EXPWY AUSTIN,TX78758 WWW.STDAVIDS.COM 008299	X	X	X	X	X	A
3	ST DAVID'S SOUTH AUSTIN MEDICAL CENTER 901 W BEN WHITE BLVD AUSTIN,TX78704 WWW.STDAVIDS.COM 000602	X	X		X	X	A
4	ST DAVID'S ROUND ROCK MEDICAL CENTER 2400 ROUND ROCK AVE ROUND ROCK,TX78681 WWW.STDAVIDS.COM 000608	X	X		X	X	A
5	HEART HOSPITAL OF AUSTIN 3801 NORTH LAMAR BLVD AUSTIN,TX78756 WWW.STDAVIDS.COM 000035	X	X		X		A
6	ST DAVID'S GEORGETOWN HOSPITAL 2000 SCENIC DRIVE GEORGETOWN AUSTIN,TX78626 WWW.STDAVIDS.COM 000035	X	X		X		A
7	ST DAVID'S SURGICAL HOSPITAL 1201 W LOUIS HENNA BLVD AUSTIN,TX78681 WWW.STDAVIDS.COM 008299	X	X			X	A

Schedule H (Form 990) 2023

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	FACILITY REPORTING GROUP A
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): WWW.STDAVIDSFOUNDATION.ORG/GRANTMAKING/COMMUNITY-NEEDS-ASSESSMENTS/

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): WWW.STDAVIDSFOUNDATION.ORG/GRANTMAKING/COMMUNITY-NEEDS-ASSESSMENTS/

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	FACILITY REPORTING GROUP A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 500.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

WWW.STDAVIDS.COM/PATIENTS-VISITORS/CHARITY-DISCOUNT-POLICY.DOT

The FAP application form was widely available on a website (list url):

WWW.STDAVIDS.COM/PATIENTS-VISITORS/CHARITY-DISCOUNT-POLICY.DOT

A plain language summary of the FAP was widely available on a website (list url):
WWW.STDAVIDS.COM/PATIENTS-VISITORS/CHARITY-DISCOUNT-POLICY.DOT

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	FACILITY REPORTING GROUP A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	FACILITY REPORTING GROUP A
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
PART V, SECTION B	FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF:	- FACILITY 1: ST. DAVID'S MEDICAL CENTER, - FACILITY 2: ST. DAVID'S NORTH AUSTIN MEDICAL CENTER, - FACILITY 3: ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER, - FACILITY 4: ST. DAVID'S ROUND ROCK MEDICAL CENTER, - FACILITY 5: HEART HOSPITAL OF AUSTIN, - FACILITY 6: ST. DAVID'S GEORGETOWN HOSPITAL, - FACILITY 7: ST. DAVID'S SURGICAL HOSPITAL
GROUP A-FACILITY 1 -- ST. DAVID'S MEDICAL CENTER PART V, SECTION B, LINE 5:	IN PREPARATION OF THE CHNA FOR AUSTIN/TRAVIS COUNTY, THE FOUNDATION COLLABORATED WITH ASCENSION SETON, AUSTIN PUBLIC HEALTH, GEORGETOWN HEALTH FOUNDATION, AND BAYLOR SCOTT & WHITE. THROUGH THE COLLECTIVE EFFORT, A FOCUS GROUP, INTERVIEWS AND ONLINE SURVEYS WERE CONDUCTED WITH LEADERS FROM A WIDE RANGE OF ORGANIZATIONS IN DIFFERENT SECTORS, COMMUNITY STAKEHOLDERS, AND RESIDENTS TO GAUGE THEIR PERCEPTIONS OF THE COMMUNITY, THEIR HEALTH CONCERNS, AND WHAT PROGRAMMING, SERVICES, OR INITIATIVES ARE MOST NEEDED TO ADDRESS THESE CONCERNS. THE CHNA TEAM USED THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NACCHO) MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS (MAPP) PROCESS AS A PROVEN SYSTEMATIC FRAMEWORK FOR IDENTIFYING COMMUNITY HEALTH NEEDS AND THE RESOURCES FOR MEETING THOSE NEEDS. THE STEERING COMMITTEE MEMBERS CONTRIBUTED CONTACT INFORMATION FOR PEOPLE WHO REPRESENT THE BROAD INTERESTS OF TRAVIS COUNTY AND WHO ARE KNOWLEDGEABLE ABOUT ITS HEALTH-RELATED ISSUES. THE STEERING COMMITTEE THEN PRIORITIZED POTENTIAL INTERVIEWEES, PAYING ATTENTION TO FACTORS SUCH AS TYPE OF WORK AND WORK PLACE. A TOTAL OF NINETEEN INTERVIEWS, SEVEN FOCUS GROUPS, AND OTHER FORUMS WITH COMMUNITY STAKEHOLDERS WERE CONDUCTED. ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED MORE THAN 139 INDIVIDUALS IN DISCUSSIONS ABOUT THE HEALTH ISSUES THEY DEEMED CRITICAL IN THEIR COMMUNITY.MORE THAN 30 ORGANIZATIONS FACILITATED COMMUNITY INPUT INCLUDING AUSTIN ISD, AUSTIN ASIAN COMMUNITY HEALTH INITIATIVE, AUSTIN PUBLIC HEALTH, CAPMETRO, CENTRAL HEALTH, COMMUNITY COALTION FOR HEALTH, EL BUEN SAMARITANO, GAVA, UT DELL MEDICAL SCHOOL, AFRICAN AMERICAN MEN'S HEALTH CLINIC, AUSTIN AREA URBAN LEAGUE, COLONY PARK/LAKESIDE NEIGHBORHOOD ASSOCIATION, DOVE SPRINGS PROUD, KOREAN AMERICAN ASSOCIATION OF GREATER AUSTIN, LIFEWORKS, MANOR ISD, MOBILE LOAVES AND FISHES, NORTH AUSTIN MUSLIM CULTURAL CENTER, PFLUGERVILLE EQUITY OFFICE, SOUTH ASIAN'S INTERNATIONAL VOLUNTEER ASSOCIATION, AND WORKER'S DEFENSE PROJECT.IN PREPARATION OF THE CHNA FOR BASTROP COUNTY, THE FOUNDATION COLLABORATED WITH ASCENSION SETON, GEORGETOWN HEALTH FOUNDATION, BASTROP COUNTY CARES, AND OTHER ORGANIZATIONS. THROUGH THE COLLECTIVE EFFORT, KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH LEADERS FROM A WIDE RANGE OF ORGANIZATIONS IN DIFFERENT SECTORS, COMMUNITY STAKEHOLDERS, AND RESIDENTS TO GAUGE THEIR PERCEPTIONS OF THE COMMUNITY, THEIR HEALTH CONCERNS, AND WHAT PROGRAMMING, SERVICES, OR INITIATIVES ARE MOST NEEDED TO ADDRESS THESE CONCERNS. THE CHNA TEAM USED A SOCIAL DETERMINANTS OF HEALTH FRAMEWORK FOR IDENTIFYING COMMUNITY HEALTH NEEDS AND THE RESOURCES FOR MEETING THOSE NEEDS. THE STEERING COMMITTEE MEMBERS CONTRIBUTED CONTACT INFORMATION FOR PEOPLE WHO REPRESENT THE BROAD INTERESTS OF BASTROP COUNTY AND WHO ARE KNOWLEDGEABLE ABOUT ITS HEALTH-RELATED ISSUES. THE STEERING COMMITTEE THEN PRIORITIZED POTENTIAL INTERVIEWEES, PAYING ATTENTION TO FACTORS SUCH AS TYPE OF WORK AND WORK PLACE. A TOTAL OF THREE COMMUNITY INPUT SESSIONS AND SEVEN KEY INFORMANT INTERVIEWS WERE CONDUCTED. ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED 20 INDIVIDUALS IN DISCUSSIONS ABOUT THE HEALTH ISSUES THEY DEEMED CRITICAL IN THEIR COMMUNITY. ORGANIZATIONS REPRESENTED BY THESE INDIVIDUALS INCLUDE ASCENSION CATHOLIC CHURCH, BASTROP FOOD PANTRY, BASTROP COUNTY CARES, CENTRAL TEXAS INTERFAITH, COMMUNITY HEALTH CENTERS OF SOUTH CENTRAL TEXAS, COMBINED COMMUNITY ACTION, INC., ADVOCACY OUTREACH, AND CITY OF SMITHVILLE. IN PREPARATION OF THE CHNA FOR HAYS COUNTY, THE FOUNDATION COLLABORATED WITH ASCENSION SETON, GEORGETOWN HEALTH FOUNDATION AND BAYLOR SCOTT & WHITE. THROUGH THE COLLECTIVE EFFORT, TWO COMMUNITY INPUT SESSIONS AND EIGHT INTERVIEWS WERE CONDUCTED WITH LEADERS FROM A WIDE RANGE OF ORGANIZATIONS IN DIFFERENT SECTORS, COMMUNITY STAKEHOLDERS, AND RESIDENTS TO GAUGE THEIR PERCEPTIONS OF THE COMMUNITY, THEIR HEALTH CONCERNS, AND WHAT PROGRAMMING, SERVICES, OR INITIATIVES ARE MOST NEEDED TO ADDRESS THESE CONCERNS. THE CHNA TEAM USED THE NACCHO MAPP PROCESS AS A PROVEN SYSTEMATIC FRAMEWORK FOR IDENTIFYING COMMUNITY HEALTH NEEDS AND THE RESOURCES FOR MEETING THOSE NEEDS. THE STEERING COMMITTEE MEMBERS CONTRIBUTED CONTACT INFORMATION FOR PEOPLE WHO REPRESENT THE BROAD INTERESTS OF HAYS COUNTY AND WHO ARE KNOWLEDGEABLE ABOUT ITS HEALTH-RELATED ISSUES. THE STEERING COMMITTEE THEN PRIORITIZED POTENTIAL INTERVIEWEES, PAYING ATTENTION TO FACTORS SUCH AS TYPE OF WORK AND WORK PLACE. A TOTAL OF EIGHT KEY INFORMANT INTERVIEWS AND TWO FOCUS GROUPS WITH COMMUNITY STAKEHOLDERS WERE CONDUCTED. ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED 21 INDIVIDUALS IN DISCUSSIONS ABOUT THE HEALTH ISSUES THEY DEEMED CRITICAL IN THEIR COMMUNITY. ORGANIZATIONS REPRESENTED BY THESE INDIVIDUALS INCLUDE AMIGOS DE JESUS, BARNABAS CONNECTION, BUDA FOOD PANTRY, FIRST UNITED METHODIST CHURCH SAN MARCOS, HAYS COUNTY COMMISSIONERS COURT, HAYS COUNTY FOOD BANK, HAYS COUNTY HEALTH DEPARTMENT, AND HAYS COUNTY INDEPENDENT SCHOOL DISTRICT.IN PREPARATION OF THE CHNA FOR WILLIAMSON COUNTY, THE FOUNDATION COLLABORATED WITH THE WILLIAMSON COUNTY AND CITIES HEALTH DISTRICT, THE WILCO WELLNESS ALLIANCE, ASCENSION SETON, BAYLOR SCOTT & WHITE, BLUEBONNET TRAILS COMMUNITY SERVICES, GEORGETOWN HEALTH FOUNDATION, AND OPPORTUNITIES FOR WILLIAMSON AND BURNET COUNTIES, COLLECTIVELY REFERRED TO AS THE CHA TEAM. THE CHA TEAM USED THE NACCHO MAPP PROCESS AS A PROVEN SYSTEMATIC FRAMEWORK FOR IDENTIFYING COMMUNITY HEALTH NEEDS AND THE RESOURCES FOR MEETING THOSE NEEDS. THE ASSESSMENT PROCESS INCLUDED BOTH PRIMARY DATA GENERATED BY THE PARTNERS AND SECONDARY DATA FROM EXTERNAL ORGANIZATIONS. THE TEAM ALSO GATHERED QUALITATIVE DATA THROUGH FACILITATED DISCUSSIONS, NINE KEY INFORMANT INTERVIEWS, AND FOCUS GROUPS WITH RESIDENTS AND STAKEHOLDERS. TRAINED FACILITATORS CONDUCTED TWO FOCUS GROUPS WITH COMMUNITY MEMBERS FROM ASIAN AMERICAN COMMUNITY HEALTH INITIATIVE, WORKFORCE SOLUTIONS RURAL CAPITAL AREA, GEORGETOWN CHAMBER OF COMMERCE, WILLIAMSON CO. CHILDREN'S ADVOCACY CENTER, WCCHD, DICKEY MUSEUM, GEORGETOWN ISD, AND HARRIS-ROSS HEAD START.IN PREPARATION OF THE CHNA FOR CALDWELL COUNTY, THE FOUNDATION COLLABORATED WITH ASCENSION SETON. THROUGH THE COLLECTIVE EFFORT, KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH LEADERS FROM A WIDE RANGE OF ORGANIZATIONS IN DIFFERENT SECTORS, COMMUNITY STAKEHOLDERS, AND RESIDENTS TO GAUGE THEIR PERCEPTIONS OF THE COMMUNITY, THEIR HEALTH CONCERNS, AND WHAT PROGRAMMING, SERVICES, OR INITIATIVES ARE MOST NEEDED TO ADDRESS THESE CONCERNS. REPRESENTATIVES FROM THE COLLABORATING AGENCIES MADE UP A STEERING COMMITTEE, WHICH WAS RESPONSIBLE FOR DESIGNING THE ASSESSMENT. THE STEERING COMMITTEE MEMBERS CONTRIBUTED CONTACT INFORMATION FOR PEOPLE WHO REPRESENT THE BROAD INTERESTS OF CALDWELL COUNTY AND WHO ARE KNOWLEDGEABLE ABOUT ITS HEALTH-RELATED ISSUES. THE STEERING COMMITTEE THEN PRIORITIZED POTENTIAL INTERVIEWEES, PAYING ATTENTION TO FACTORS SUCH AS TYPE OF WORK AND WORK PLACE. A TOTAL OF THREE COMMUNITY INPUT SESSIONS AND FIVE KEY INFORMANT INTERVIEWS WERE CONDUCTED. ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED INDIVIDUALS IN DISCUSSIONS ABOUT THE HEALTH ISSUES THEY DEEMED CRITICAL IN THEIR COMMUNITY. ORGANIZATIONS REPRESENTED BY THESE INDIVIDUALS INCLUDE 4:12 KIDS, DISTRICT ONE PRIDE ASSOCIATION, GOLDEN AGE HOME - LOCKHART, LULING CITY COUNCIL, LOCKHARD INDEPENDENT SCHOOL DISTRICT, ST. JOHN'S LUTHERAN CHURCH IN UHLAND, TEXAS DEPARTMENT OF STATE HEALTH SERVICES - LULING, FIRST UNITED METHODIST CHURCH OF LULING, AND WHERE WE THRIVE.
GROUP A-FACILITY 1 -- ST. DAVID'S MEDICAL CENTER PART V, SECTION B, LINE 6A:	SEE RESPONSE TO LINE 5 ABOVE.
GROUP A-FACILITY 1 -- ST. DAVID'S MEDICAL CENTER PART V, SECTION B, LINE 6B:	SEE RESPONSE TO LINE 5 ABOVE.
GROUP A-FACILITY 1 -- ST. DAVID'S MEDICAL CENTER PART V, SECTION B, LINE 7D:	THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITY'S WEB PAGE,WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-MEDICAL-CENTER/ABOUT
GROUP A-FACILITY 1 -- ST. DAVID'S MEDICAL CENTER PART V, SECTION B, LINE 11:	THE FOUNDATION EMBRACED THE AFFORDABLE CARE ACT REQUIREMENTS TO CONDUCT COMMUNITY HEALTH NEEDS ASSESSMENTS IN THE GEOGRAPHIES OF ITS MEDICAL FACILITIES AND CREATE STRATEGIC IMPLEMENTATION PLANS FOR EACH FACILITY. THE FOUNDATION AUGMENTED ITS AREA-BASED, COLLABORATIVE, COMPREHENSIVE COMMUNITY HEALTH PLANNING EFFORTS IN TRAVIS AND WILLIAMSON COUNTIES BY LEADING SIMILAR ASSESSMENTS FOR BASTROP AND HAYS COUNTIES AND CONSOLIDATING AN ASSESSMENT OF COMMUNITY HEALTH NEEDS ACROSS ALL COMMUNITIES IN THE MEDICAL FACILITIES' GEOGRAPHIES. THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS WAS DATA-LED, EVIDENCE-BASED AND REFLECTIVE OF KEY COMMUNITY PARTNERSHIPS.SEVERAL OVERARCHING THEMES EMERGED FROM SYNTHESIZING THE QUANTITATIVE AND QUALITATIVE DATA OF THE CHNAS CONDUCTED IN 2022. THESE NEEDS INFORMED THE PRIORITIES, GOALS, OBJECTIVES, AND STRATEGIES OF THE ST. DAVID'S MEDICAL CENTER, ST. DAVID'S NORTH AUSTIN MEDICAL CENTER, ST. DAVID'S ROUND ROCK MEDICAL CENTER STRATEGIC IMPLEMENTATION PLANS. NEED AREAS: 1. IMPROVED HEALTH AND WELL-BEING OF CHILDREN 2. IMPROVED HEALTH AND WELL-BEING OF WOMEN 3. IMPROVED HEALTH AND WELL-BEING OF OLDER ADULTS4. IMPROVED HEALTH AND WELL-BEING IN RURAL COMMUNITIES5. HEALTH CLINICS TO BECOME COMMUNITY HUBS FOR HEALTHTHESE MAJOR FINDINGS FROM THE CHNAS ALIGN WELL WITH THE FIVE ESTABLISHED PRIORITY AREAS OF THE FOUNDATION AS DESCRIBED IN THE DETAILED STRATEGIC IMPLEMENTATION PLANS, WHICH CAN BE FOUND AT WWW.STDAVIDSFOUNDATION.ORG/COMMUNITY-NEEDS-ASSESSMENTS. ALL AREAS HIGHLIGHTED BY THE CHNAS ARE BEING ADDRESSED BY THE 2023 STRATEGIC IMPLEMENTATION PLANS. THE PLANS ARE MEANT TO BE REVIEWED ANNUALLY AND ADJUSTED TO ACCOMMODATE REVISIONS THAT MERIT ATTENTION.
GROUP A-FACILITY 2 -- ST. DAVID'S NORTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 5:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 2 -- ST. DAVID'S NORTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 6A:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 2 -- ST. DAVID'S NORTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 6B:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 2 -- ST. DAVID'S NORTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 7D:	THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITY'S WEB PAGE, WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-NORTH-AUSTIN-MEDICAL-CENTER/ABOUT.
GROUP A-FACILITY 2 -- ST. DAVID'S NORTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 11:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 3 -- ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 5:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 3 -- ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 6A:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 3 -- ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 6B:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 3 -- ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 7D:	THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITY'S WEB PAGE, WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-SOUTH-AUSTIN-MEDICAL-CENTER/ABOUT.
GROUP A-FACILITY 3 -- ST. DAVID'S SOUTH AUSTIN MEDICAL CENTER PART V, SECTION B, LINE 11:	SEE FACILITY 1 REPORT ABOVE
GROUP A-FACILITY 4 -- ST. DAVID'S ROUND ROCK MEDICAL CENTER PART V, SECTION B, LINE 5:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 4 -- ST. DAVID'S ROUND ROCK MEDICAL CENTER PART V, SECTION B, LINE 6A:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 4 -- ST. DAVID'S ROUND ROCK MEDICAL CENTER PART V, SECTION B, LINE 6B:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 4 -- ST. DAVID'S ROUND ROCK MEDICAL CENTER PART V, SECTION B, LINE 7D:	THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITY'S WEB PAGE, WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-ROUND-ROCK-MEDICAL-CENTER/ABOUT.
GROUP A-FACILITY 4 -- ST. DAVID'S ROUND ROCK MEDICAL CENTER PART V, SECTION B, LINE 11:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 5 -- HEART HOSPITAL OF AUSTIN PART V, SECTION B, LINE 5:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 5 -- HEART HOSPITAL OF AUSTIN PART V, SECTION B, LINE 6A:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 5 -- HEART HOSPITAL OF AUSTIN PART V, SECTION B, LINE 6B:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 5 -- HEART HOSPITAL OF AUSTIN PART V, SECTION B, LINE 7D:	THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITIES' WEB PAGES, WHICH ARE: WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-NORTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-SOUTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-ROUND-ROCK-MEDICAL-CENTER/ABOUT
GROUP A-FACILITY 5 -- HEART HOSPITAL OF AUSTIN PART V, SECTION B, LINE 11:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 6 -- ST. DAVID'S GEORGETOWN HOSPITAL PART V, SECTION B, LINE 5:	SEE FACILITY 1 REPORT ABOVE
GROUP A-FACILITY 6 -- ST. DAVID'S GEORGETOWN HOSPITAL PART V, SECTION B, LINE 6A:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 6 -- ST. DAVID'S GEORGETOWN HOSPITAL PART V, SECTION B, LINE 6B:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 6 -- ST. DAVID'S GEORGETOWN HOSPITAL PART V, SECTION B, LINE 7D:	THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITIES' WEB PAGES, WHICH ARE: WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-NORTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-SOUTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-ROUND-ROCK-MEDICAL-CENTER/ABOUT
GROUP A-FACILITY 6 -- ST. DAVID'S GEORGETOWN HOSPITAL PART V, SECTION B, LINE 11:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 7 -- ST. DAVID'S SURGICAL HOSPITAL PART V, SECTION B, LINE 5:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 7 -- ST. DAVID'S SURGICAL HOSPITAL PART V, SECTION B, LINE 6A:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 7 -- ST. DAVID'S SURGICAL HOSPITAL PART V, SECTION B, LINE 6B:	SEE FACILITY 1 STATEMENT ABOVE
GROUP A-FACILITY 7 -- ST. DAVID'S SURGICAL HOSPITAL PART V, SECTION B, LINE 7D:	THE COMMUNITY HEALTH NEEDS ASSESSMENTS ARE MADE AVAILABLE ON THE FACILITIES' WEB PAGES, WHICH ARE: WWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-NORTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-SOUTH-AUSTIN-MEDICAL-CENTER/ABOUTWWW.STDAVIDS.COM/LOCATIONS/ST-DAVIDS-ROUND-ROCK-MEDICAL-CENTER/ABOUT
GROUP A-FACILITY 7 -- ST. DAVID'S SURGICAL HOSPITAL PART V, SECTION B, LINE 11:	SEE FACILITY 1 STATEMENT ABOVE

Schedule H (Form 990) 2023

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?26
Name and address		Type of Facility (describe)
1	1 - BAILEY SQUARE AMBULATORY SURGICAL CENTER 1111 W 34TH ST 400 AUSTIN,TX78705	AMBULATORY SURGERY CENTER
2	2 - SOUTH AUSTIN SURGERY CENTER 4307 JAMES CASEY ST AUSTIN,TX78745	AMBULATORY SURGERY CENTER
3	3 - CARENOW - AVERY RANCH 10625 W PALMER LANE SUITE D 400 AUSTIN,TX78717	AMBULATORY SURGERY CENTER
4	4 - CARENOW - CEDAR PARK 297 183A FRONTAGE RD CEDAR PARK,TX78613	AMBULATORY SURGERY CENTER
5	5 - CARENOW - HUTTO 4810 GATTIS SCHOOL RD HUTTO,TX78634	AMBULATORY SURGERY CENTER
6	6 - CARENOW - SOUTHWEST AUSTIN 5033 W HWY 290 AUSTIN,TX78735	AMBULATORY SURGERY CENTER
7	7 - CARENOW - CENTRAL AUSTIN 3906 N LAMAR BLVD AUSTIN,TX78756	AMBULATORY SURGERY CENTER
8	8 - CARENOW - TECH RIDGE 12415 N IH 35 AUSTIN,TX78753	AMBULATORY SURGERY CENTER
9	9 - CARENOW - ANDERSON MILL 11521 RANCH ROAD 620 N AUSTIN,TX78726	AMBULATORY SURGERY CENTER
10	10 - CARENOW - BUDA 1567 MAIN ST 100 BUDA,TX78610	AMBULATORY SURGERY CENTER
11	11 - CARENOW - GEORGETOWN SEQ I-35 WEST UNIVERISTY AVE GEORGETOWN,TX78626	AMBULATORY SURGERY CENTER
12	12 - CARENOW - BARTON SPRINGS 517 S LAMAR BLVD AUSTIN,TX78704	AMBULATORY SURGERY CENTER
13	13 - CARENOW - ROUND ROCK WEST 16950 WEST LOUIS HENNA BLVD ROUND ROCK,TX78681	AMBULATORY SURGERY CENTER
14	14 - CARENOW - SOUTH CONGRESS 208 W BEN WHITE BLVD AUSTIN,TX78704	AMBULATORY SURGERY CENTER
15	15 - CARENOW - BURNET ROAD 7212 BURNET RD AUSTIN,TX78757	AMBULATORY SURGERY CENTER
16	16 - CARENOW - SAN MARCOS 301 N GUADALUPE ST SAN MARCOS,TX78666	AMBULATORY SURGERY CENTER
17	17 - CARENOW - ARBORETUM-GATEWAY 10001 RESEARCH BLVD 100 AUSTIN,TX78759	AMBULATORY SURGERY CENTER
18	18 - CARENOW - KYLE 135 BUNTON CREEK RD KYLE,TX78640	AMBULATORY SURGERY CENTER
19	19 - CARENOW - MUELLER 3607 MANOR RD AUSTIN,TX78723	AMBULATORY SURGERY CENTER
20	20 - CARENOW - GEORGETOWN WILLIAMS DRIVE 4506 WILLIAMS DR GEORGETOWN,TX78633	AMBULATORY SURGERY CENTER
21	21 - CARENOW - SAN MARCOS WONDER WORLD DRIVE 155 WONDER WORLD DRIVE SAN MARCOS,TX78666	AMBULATORY SURGERY CENTER
22	22 - CARENOW - MANOR 14008 SHADOWGLEN BLVD MANOR,TX78653	AMBULATORY SURGERY CENTER
23	23 - CARENOW - RIVERSIDE DRIVE 1920 E RIVERSIDE DR AUSTIN,TX78741	AMBULATORY SURGERY CENTER
24	24 - CARENOW - TAYLOR 3705 N MAIN ST SUITE 103 TAYLOR,TX76574	AMBULATORY SURGERY CENTER
25	25 - CARENOW - BASTROP 717 HWY 71 W BASTROP,TX78602	AMBULATORY SURGERY CENTER
26	26 - CARENOW - LAKEWAY 2303 RANCH RD 620 S LAKEWAY,TX78734	AMBULATORY SURGERY CENTER

Schedule H (Form 990) 2023

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
PART I, LINE 3C:	IN COMPLIANCE WITH IRC SECTION 501(R), THE HOSPITALS PROVIDE 100% FINANCIAL ASSISTANCE (CHARITY CARE) FOR ELIGIBLE PATIENTS WITH INCOME EQUAL TO OR LESS THAN 200% OF THE FEDERAL POVERTY GUIDELINES (FPG). FOR ELIGIBLE PATIENTS WITH INCOME OVER 200% FPG AND EQUAL TO 500% OR LESS THAN FPG, DISCOUNTS ARE PROVIDED ON A SLIDING SCALE. ELIGIBILITY IS DETERMINED USING VARIOUS SOURCES OF DOCUMENTATION AND INCOME VERIFICATION. THROUGHOUT 2023, THE ACCOUNTS FOR INDIVIDUALS WITHOUT ANY HEALTH INSURANCE WHO LIVE IN LOW INCOME ZIP CODES AND WHO FAILED TO RESPOND TO COLLECTION EFFORTS WERE REMOVED FROM ACCOUNTS RECEIVABLE AND TREATED AS CHARITY CARE.
PART I, LINE 6A:	THE PARTNERSHIP FILES ANNUAL STATEMENTS OF COMMUNITY BENEFITS AS REQUIRED BY THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES.
PART I, LINE 7:	THE HOSPITALS UTILIZE THE COST TO CHARGE RATIO FROM THE AUDITED FINANCIAL STATEMENTS.
PART I, LN 7 COL(F):	BAD DEBTS ARE EXCLUDED FROM THE CALCULATION OF TOTAL EXPENSES.
PART II, COMMUNITY BUILDING ACTIVITIES:	ALL OF THE HOSPITALS ARE ACTIVE IN THE COMMUNITY PROMOTING HEALTH OF CENTRAL TEXANS. THE FOUNDATION PROVIDES SIGNIFICANT GRANTS EACH YEAR TO NUMEROUS AGENCIES AND LOCAL SAFETY NET CLINICS. THE FOUNDATION FOCUSES ITS FUNDING ON FIVE KEY AREAS THAT WILL IMPROVE THE HEALTH AND HEALTH CARE OF ALL CENTRAL TEXANS.
PART III, LINE 2:	HOSPITALS CONTROLLED BY THE FOUNDATION DETERMINE BAD DEBT AND CHARITY CARE IN ACCORDANCE WITH GAAP AND WITH IRC SECTION 501(R). WHETHER BAD DEBT IS DETERMINED IN ACCORDANCE WITH STATEMENT 15 REQUIREMENTS IS A MORE DIFFICULT ISSUE. STATEMENT 15 REQUIRES HOSPITALS TO RECOGNIZE REVENUE ONLY WHEN COLLECTIONS ARE REASONABLY ASSURED AND FOR AN AMOUNT THAT IS DETERMINABLE. MOST HOSPITALS, INCLUDING THOSE CONTROLLED BY THE FOUNDATION, USE MATHEMATICAL MODELS BASED ON PRIOR HISTORY TO DETERMINE THE PERCENTAGE OF PATIENT BILLINGS THAT IS LIKELY TO RESULT IN BAD DEBT.FOR THIS REASON, AND OUT OF AN ABUNDANCE OF CAUTION, THE FOUNDATION HAS ANSWERED "NO" TO WHETHER STATEMENT 15 IS FOLLOWED. DESPITE THE BEST EFFORTS OF HMFA TO ASSIST HOSPITALS IN DETERMINING THE DIFFERENCE BETWEEN PATIENTS WHO HAVE THE CAPACITY TO PAY FOR THEIR CARE BUT WON'T PAY AND PATIENTS WHO LACK THE CAPACITY TO PAY, THE DETERMINATION ALWAYS INVOLVES JUDGMENT. HOWEVER, THE HOSPITALS CONTROLLED BY THE FOUNDATION DETERMINE CHARITY CARE ON THE CORE PRINCIPLES SET FORTH IN STATEMENT 15, INCLUDING SPECIFIC CRITERIA FOR CHARITY CARE, A SPECIFIC TIME OF DETERMINATION, RECORD KEEPING, DISCLOSURE OF THE CHARITY CARE POLICY AND VALUATION OF CHARITY CARE AT COST.
PART III, LINE 4:	THE FOUNDATION'S PROPORTIONATE SHARE OF BAD DEBT EXPENSE FROM ITS OWNERSHIP INTEREST IN THE PARTNERSHIP IS REPORTED ON SCHEDULE H, PART III, LINE 2. FOLLOWING IS THE FOOTNOTE TO THE PARTNERSHIP'S AUDITED FINANCIAL STATEMENTS WHICH DESCRIBES BAD DEBT EXPENSE:THE PARTNERSHIP RECORDS A PROVISION FOR DOUBTFUL ACCOUNTS (BASED PRIMARILY ON HISTORICAL COLLECTION EXPERIENCE) RELATED TO UNINSURED ACCOUNTS AT THE ESTIMATED NET SELF-PAY REVENUES THE PARTNERSHIP EXPECTS TO COLLECT. ADVERSE CHANGES IN GENERAL ECONOMIC CONDITIONS, BUSINESS OFFICE OPERATIONS, PAYOR MIX, OR TRENDS IN FEDERAL OR STATE GOVERNMENTAL HEALTH COVERAGE COULD AFFECT THE PARTNERSHIP'S COLLECTION OF ACCOUNTS RECEIVABLE, CASH FLOWS, AND RESULTS OF OPERATIONS.
PART III, LINE 8:	THE AMOUNTS REPORTED ON PART III, LINES 5-7 HAVE BEEN DETERMINED BY AGGREGATING THE INFORMATION FROM THE INDIVIDUAL FACILITY COST REPORT(S) FOR EACH OF THE HOSPITALS OPERATED BY THE PARTNERSHIP. THE HOSPITALS OPERATED BY THE PARTNERSHIP MAY HAVE COST REPORT YEAR ENDS OTHER THAN DECEMBER 31, 2023. ACCORDINGLY, FOR A FACILITY WITH A NON-CALENDAR COST REPORT YEAR END, THE COST REPORT THAT WAS FILED FOR THE COST REPORT YEAR END THAT ENDED DURING 2023 WAS UTILIZED. IT IS IMPORTANT TO NOTE THAT AMOUNTS INCLUDED IN LINES 5-7 DO NOT INCLUDE MEDICARE REVENUE AND RELATED COST FOR FREESTANDING AMBULATORY SURGERY SERVICES AND FOR PHYSICIAN SERVICES.
PART III, LINE 9B:	THE PARTNERSHIP WILL WORK WITH ALL UNINSURED PATIENTS TO DETERMINE ELIGIBILITY FOR MEDICAID OR CHARITY ASSISTANCE, AS OUTLINED IN THE "UNINSURED PATIENT INFORMATION DOCUMENT" EXHIBIT 1 ATTACHED WITH THE FINANCIAL ASSISTANCE POLICY (FAP). SHARED SERVICE CENTER (SSC) MANAGEMENT WILL MAKE THE DETERMINATION OF ELIGIBILITY, MAY MAKE FURTHER INQUIRY INTO AVAILABLE INFORMATION SUCH AS ASSETS, ETC. TO DETERMINE A PATIENT'S ABILITY TO PAY OR MAKE FURTHER INQUIRY REGARDING QUALIFYING THE PATIENT FOR GOVERNMENTAL OR OTHER FUNDING. FOR PATIENTS WHOSE YEARLY INCOME IS LESS THAN OR EQUAL TO 200% OF THE POVERTY GUIDELINES UPDATED ANNUALLY IN THE FEDERAL REGISTER THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES ("FEDERAL POVERTY GUIDELINES"), THE PATIENT WILL BE GRANTED CLASSIFICATION AS FINANCIALLY INDIGENT, AND THE ACCOUNT WILL BE WRITTEN OFF TO CHARITY. LETTERS ARE THEN SENT TO THE PATIENT NOTIFYING THAT THE ACCOUNT HAS QUALIFIED FOR THE CHARITY DISCOUNT AND IS CONSIDERED CLOSED. IN ADDITION, A SLIDING SCALE DISCOUNT IS APPLIED TO ACCOUNTS FOR PATIENTS WHOSE INCOME IS BETWEEN 200% AND 500% OF THE FEDERAL POVERTY GUIDELINES, AND WHOSE REMAINING ACCOUNT BALANCE, AFTER ANY THIRD-PARTY PAYMENTS, EXCEEDS 10% OF THEIR INCOME ("MEDICALLY INDIGENT"). CATASTROPHIC MEDICAL INDIGENCE: PATIENTS WITH ABNORMALLY LARGE ACCOUNTS MAY QUALIFY AS CATASTROPHIC ELIGIBLE WHEN THEIR REMAINING BALANCE EXCEEDS A SPECIFIED PERCENTAGE OF THEIR INCOME. IN SUCH CASES, THE PARTNERSHIP WILL DETERMINE THE AMOUNT OF FINANCIAL ASSISTANCE BY CALCULATING THE AMOUNT NECESSARY TO REDUCE THE REMAINING BALANCE TO A REASONABLE PERCENTAGE OF THE PATIENT'S INCOME WHICH RANGES FROM 10-40%. THE PATIENT MAY OBTAIN MORE INFORMATION REGARDING THIS CALCULATION BY SUBMITTING A REQUEST TO THE PATIENT ACCOUNT SERVICES AT: PO BOX 292369, NASHVILLE, TN 37229-2369. IF A PATIENT DOES NOT QUALIFY FOR A CHARITY DISCOUNT, AN UNINSURED DISCOUNT IS APPLIED TO TOTAL CHARGES. IN THE EVENT THAT THERE IS A PATIENT BALANCE DUE AFTER APPLICATION OF THE FAP AND/OR OTHER POLICY DISCOUNTS, THEN THIS BALANCE IS PURSUED UNDER OUR NORMAL COLLECTION PROCESS. OUR NORMAL PATIENT COLLECTION PROCESS IS GOVERNED BY A VARIETY OF BALANCE RESOLUTION PROCESSES/POLICIES THAT ARE CONSISTENTLY APPLIED TO ALL PATIENTS. THESE ACTIVITIES INCLUDE REGULAR STATEMENTS, LETTERS, PHONE CALLS TO DISCUSS BALANCES DUE, OFFERING REASONABLE PAYMENT PLANS AND THE AVAILABILITY OF SETTLEMENT DISCOUNTS ON AGED UNPAID BALANCES.
PART VI, LINE 2:	THE PARTNERSHIP STRATEGIC PLANNING PROCESS CONTINUALLY ASSESSES AND ADDRESSES THE NEEDS OF THE COMMUNITY. THE FOUNDATION RECENTLY PARTICIPATED IN A CAPACITY STUDY FOR THE SURROUNDING SERVICE AREA TO ASSESS THE OVERALL COMMUNITY NEEDS. THE FOUNDATION'S GRANTS PROGRAM ADDRESSES THE NEEDS OF THE SERVICE AREA.
PART VI, LINE 3:	EACH HOSPITAL POSTS A SUMMARY OF ITS CHARITY CARE POLICY IN ADMISSION AREAS, EMERGENCY ROOMS, AND OTHER AREAS WHERE ELIGIBLE PATIENTS ARE LIKELY TO BE PRESENT. THE HOSPITALS' CONDITION OF ADMISSION CONSENT INFORMS THE PATIENTS THAT THEY MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE OR CHARITY CARE AND THEY MAY REQUEST INFORMATION ABOUT THESE PROGRAMS. A SUMMARY OF THE FINANCIAL ASSISTANCE PROGRAM IS PROVIDED TO THE PATIENT DURING THE INTAKE AND DISCHARGE PROCESSES. PATIENTS ARE INFORMED OF AVAILABILITY OF VARIOUS GOVERNMENT BENEFITS, SUCH AS MEDICAID, AND RECEIVE ASSISTANCE WITH THE QUALIFICATION FOR SUCH PROGRAMS, WHERE APPLICABLE.
PART VI, LINE 4:	THE HOSPITALS ARE LOCATED IN TRAVIS AND WILLIAMSON COUNTIES. THE PATIENTS ARE PREDOMINATELY FROM TRAVIS, WILLIAMSON AND HAYS COUNTIES. THE FOUNDATION'S GRANT PROGRAM RECIPIENTS CLOSELY ALIGN WITH PATIENT DEMOGRAPHICS SERVED AT THE HOSPITALS.
PART VI, LINE 5:	THE HOSPITALS OPERATE AS EXEMPT HOSPITALS; THEY HAVE OPEN EMERGENCY ROOMS AND MEDICAL STAFF. THE FOUNDATION INVESTS ITS SHARE OF EARNINGS FROM THE HOSPITALS INTO PROGRAMS IN CENTRAL TEXAS THAT INCREASE ACCESS TO HEALTHCARE.
PART VI, LINE 6:	THE FOUNDATION IS A GENERAL PARTNER IN THE PARTNERSHIP, A HOSPITAL SYSTEM THAT MEETS THE COMMUNITY BENEFIT STANDARD AND THE REQUIREMENTS OF THE AFFORDABLE CARE ACT IN DELIVERING HOSPITAL CARE TO CENTRAL TEXAS. IN ADDITION, THE FOUNDATION HAS ASSESSED THE UNMET HEALTHCARE NEEDS OF CENTRAL TEXAS AND USES THE EARNINGS FROM THE HOSPITALS TO MEET THOSE NEEDS IN MANY WAYS. THE FOUNDATION MAKES GRANTS TO CHARITIES IN CENTRAL TEXAS MEETING THE HEALTHCARE NEEDS OF THE INDIGENT. THE FOUNDATION ALSO MAKES GRANTS TO EDUCATIONAL INSTITUTIONS TO SUPPORT MEDICAL EDUCATION. THE FOUNDATION'S RELATED ENTITIES GIVE NEEDS-BASED SCHOLARSHIPS TO STUDENTS PURSUING HEALTHCARE CAREERS. IN ADDITION, THE FOUNDATION PROVIDES FREE DENTAL CARE TO THE CHILDREN IN 35 LOW INCOME SCHOOLS AND TO THE ADULT PATIENTS OF SAFETY NET CLINICS IN CENTRAL TEXAS, AND IT PAYS FOR DISCOUNTED EYE EXAMS AND EYEGLASSES FOR LOW INCOME CENTRAL TEXANS.
PART VI, LINE 7, REPORTS FILED WITH STATES	TX

Schedule H (Form 990) 2023

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
ST DAVID'S FOUNDATION

Employer identification number
74-1356589

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) 212 CATALYSTS 6633 EAST HIGHWAY 290 AUSTIN,TX78723	83-2143716	501(C)(3)	150,000	HEALTH ACCESS GRANT
(2) AIDS SERVICES OF AUSTIN DBA VIVENT HEALTH TEXAS INC 104 E HIGHLAND MALL BLVD 100 AUSTIN,TX78752	74-2440845	501(C)(3)	270,197	HEALTH ACCESS GRANT
(3) AMALA FOUNDATION 1006 S 8TH STREET AUSTIN,TX78704	77-0631194	501(C)(3)	50,000	HEALTH ACCESS GRANT
(4) AUSTIN AREA HUMAN SERVICES ASSOCIATION INC PO BOX 300152 AUSTIN,TX78703	74-2314772	501(C)(3)	75,000	HEALTH ACCESS GRANT
(5) AUSTIN CHILD GUIDANCE CENTER 7821 JOURNEYVILLE DR AUSTIN,TX78735	74-1166783	501(C)(3)	880,057	HEALTH ACCESS GRANT
(6) AUSTIN CLUBHOUSE INC 610 E 45TH STREET AUSTIN,TX78751	90-0505527	501(C)(3)	178,200	HEALTH ACCESS GRANT
(7) AUSTIN COMMUNITY FOUNDATION 4315 GUADALUPE SUITE 300 AUSTIN,TX78751	74-1934031	501(C)(3)	2,000,000	HEALTH ACCESS GRANT
(8) AUSTIN ECONOMIC DEVELOPMENT COR 301 W 2ND STREET AUSTIN,TX78701	86-1446893	501(C)(3)	50,000	HEALTH ACCESS GRANT
(9) AUSTIN GROUPS FOR THE ELDERLY 3710 CEDAR STREET AUSTIN,TX78705	74-2431028	501(C)(3)	992,250	HEALTH ACCESS GRANT
(10) AUSTIN'S CHILDREN'S MUSEUM 1830 SIMOND AVE AUSTIN,TX78723	74-2288789	501(C)(3)	125,000	HEALTH ACCESS GRANT
(11) AUSTIN-TRAVIS COUNTY MENTAL HEALTH AND MENTAL RETARDATION CENTER 1430 COLLIER ST AUSTIN,TX78704	74-1547909	501(C)(3)	527,121	HEALTH ACCESS GRANT
(12) BARRIO COMPREHENSIVE FAMILY HEALTH CARE CENTER INC 3066 E COMMERCE ST SAN ANTONIO,TX78220	74-1724391	501(C)(3)	1,866,572	HEALTH ACCESS GRANT
(13) BASTROP COUNTY WOMENS SHELTER INC 431 OLD AUSTIN HWY BASTROP,TX78602	74-2304542	501(C)(3)	99,630	HEALTH ACCESS GRANT
(14) BLACK MAMAS VILLAGE 8401 N IH 35 AUSTIN,TX78753	88-1025060	501(C)(3)	50,000	HEALTH ACCESS GRANT
(15) BOYS & GIRLS CLUB OF EAST WILLIAMSON COUNTY 2500 NORTH DRIVE TAYLOR,TX76574	83-2330323	501(C)(3)	283,500	HEALTH ACCESS GRANT
(16) CAPACITY CATALYST 2028 E BEN WHITE BLVD STE 240 PMB 7 AUSTIN,TX787416931	82-5417593	501(C)(3)	121,500	HEALTH ACCESS GRANT
(17) CAPITAL AREA INITIATIVES FOUNDATION CAPITAL AREA COUNCIL OF GOVERNMENTS AUSTIN,TX78744	74-2934978	501(C)(3)	755,923	HEALTH ACCESS GRANT
(18) CAPITAL INVESTING IN DEVELOPMENT AND EMPLOYMENT OF ADULTS INC 835 N PLEASANT VALLEY RD AUSTIN,TX78702	74-2893041	501(C)(3)	1,782,000	HEALTH ACCESS GRANT
(19) CAPITAL OF TEXAS MEDIA FOUNDATION 1023 SPRINGDALE RD SUITE 1J AUSTIN,TX78721	46-3398438	501(C)(3)	75,000	HEALTH ACCESS GRANT
(20) CENTER FOR CHILD PROTECTION 8509 FM 969 BLDG 2 AUSTIN,TX78724	74-2562585	501(C)(3)	434,970	HEALTH ACCESS GRANT
(21) CENTER FOR EVALUATION INNOVATION INC 1660 L ST NW SUITE 450 WASHINGTON,DC20010	52-1807655	501(C)(3)	70,000	HEALTH ACCESS GRANT
(22) CENTER FOR HEALTH CARE STRATEGIES INC 200 AMERICAN METRO BLVD HAMILTON,NJ08619	22-3375015	501(C)(3)	50,000	HEALTH ACCESS GRANT
(23) CENTER FOR PUBLIC POLICY PRIORITIES 7020 EASY WIND DRIVE SUITE 200 AUSTIN,TX78752	74-2898197	501(C)(3)	121,500	HEALTH ACCESS GRANT
(24) CENTER FOR THE STUDY OF SOCIAL POLICY 1575 EYE STREET NW SUITE 500 WASHINGTON,DC20005	52-1254948	501(C)(3)	50,000	HEALTH ACCESS GRANT
(25) COMBINED COMMUNITY ACTION INCORPORATED 165 W AUSTIN ST GIDDINGS,TX78942	74-1548511	501(C)(3)	135,000	HEALTH ACCESS GRANT
(26) COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS 3000 SOUTH IH-35 AUSTIN,TX78704	74-2369020	501(C)(3)	2,687,000	HEALTH ACCESS GRANT
(27) COMMUNITY ECONSULT NETWORK INC DBA CONFERMED 635 MAIN ST MIDDLETOWN,CT06457	81-0690892	501(C)(3)	463,335	HEALTH ACCESS GRANT
(28) COMMUNITY HEALTH CENTERS OF SOUTH CENTRAL TEXAS INC 228 SAINT GEORGE STREET GONZALES,TX78629	74-1548089	501(C)(3)	3,759,475	HEALTH ACCESS GRANT
(29) COUNCIL FOR A STRONG AMERICA 1025 CONNECTICUT AVENUE NW WASHINGTON,DC20036	13-3840271	501(C)(3)	50,000	HEALTH ACCESS GRANT
(30) COUNCIL ON AT-RISK YOUTH 3710 CEDAR STREET BOX 23 AUSTIN,TX78705	74-2921243	501(C)(3)	267,300	HEALTH ACCESS GRANT
(31) E3 ALLIANCE 5930 MIDDLE FISKVILLE ROAD 507 AUSTIN,TX78752	64-0963235	501(C)(3)	405,000	HEALTH ACCESS GRANT
(32) ENDING COMMUNITY HOMELESSNESS COALITION INC 210 BARTON SPRINGS RD STE 400 AUSTIN,TX78704	27-4449243	501(C)(3)	3,300,000	HEALTH ACCESS GRANT
(33) EPISCOPAL HEALTH FOUNDATION 500 FANNIN SUITE 300 HOUSTON,TX77002	46-2599162	501(C)(3)	500,000	HEALTH ACCESS GRANT
(34) FAMILY ELDERCARE INC 1700 RUTHERFORD LN AUSTIN,TX787545104	74-2286387	501(C)(3)	1,600,262	HEALTH ACCESS GRANT
(35) FAYETTE COUNTY AREA FOUNDATION 1630 NORTH JEFFERSON STREET LA GRANGE,TX78945	74-2997477	501(C)(3)	850,000	HEALTH ACCESS GRANT
(36) FOUNDATION COMMUNITIES INC 3000 S IH 35 FRONTAGE RD 300 AUSTIN,TX78704	74-2563260	501(C)(3)	6,080,718	HEALTH ACCESS GRANT
(37) GET UP PROJECT 8101 CAMERON RD SUITE 101 AUSTIN,TX78754	45-4931906	501(C)(3)	107,620	HEALTH ACCESS GRANT
(38) GRANTMAKERS IN AGING INC 333 MAMARONECK AVE WHITE PLAINS,NY10605	13-4014982	501(C)(3)	30,000	HEALTH ACCESS GRANT
(39) HALF HELEN FOUNDATION 7801 N LAMAR BLVD F34 AUSTIN,TX78752	46-2808051	501(C)(3)	263,000	HEALTH ACCESS GRANT
(40) HAYS-CALDWELL WOMENS CENTER PO BOX 234 SAN MARCOS,TX786670234	74-2020505	501(C)(3)	498,059	HEALTH ACCESS GRANT
(41) HEALTH ALLIANCE FOR AUSTIN MUSICIANS 3036 S 1ST STREET AUSTIN,TX78704	80-0147620	501(C)(3)	632,610	HEALTH ACCESS GRANT
(42) HEALTHY FUTURES OF TEXAS 2300 W COMMERCE ST SAN ANTONIO,TX78207	20-5793076	501(C)(3)	695,000	HEALTH ACCESS GRANT
(43) HILL COUNTRY MEDICAL MINISTRIES INC 904 CRYSTAL FALLS PARKWAY LEANDER,TX78641	74-2570190	501(C)(3)	122,007	HEALTH ACCESS GRANT
(44) HOPE ALLIANCE 1011 GATTIS SCHOOL RD STE 110 ROUND ROCK,TX78664	74-2277114	501(C)(3)	222,750	HEALTH ACCESS GRANT
(45) HOSPICE AUSTIN 4107 SPICEWOOD SPRINGS RD AUSTIN,TX78759	74-2200596	501(C)(3)	827,149	HEALTH ACCESS GRANT
(46) HUSTON-TILLOTSON UNIVERSITY 900 CHICON STREET AUSTIN,TX78702	74-1180151	501(C)(3)	631,112	HEALTH ACCESS GRANT
(47) INTEGRATED CARE COLLABORATION 1401 LAVACA ST AUSTIN,TX78701	31-1624871	501(C)(3)	982,000	HEALTH ACCESS GRANT
(48) INTERAGENCY SUPPORT COUNCIL OF EASTERN WILLIAMSON COUNTY INC PO BOX 5 TAYLOR,TX76574	84-1636308	501(C)(3)	324,000	HEALTH ACCESS GRANT
(49) JAIL TO JOBS PO BOX 2737 CEDAR PARK,TX78630	27-1601066	501(C)(3)	25,000	HEALTH ACCESS GRANT
(50) LONE STAR CIRCLE OF CARE 205 EAST UNIVERSITY AVE STE 200 GEORGETOWN,TX78626	74-3001674	501(C)(3)	11,044,000	HEALTH ACCESS GRANT
(51) MANOS DE CRISTO INC 4911 HARMON AVE AUSTIN,TX78751	74-2511974	501(C)(3)	434,311	HEALTH ACCESS GRANT
(52) MARY LEE FOUNDATION 1339 LAMAR SQUARE DRIVE AUSTIN,TX78704	74-1479633	501(C)(3)	600,000	HEALTH ACCESS GRANT
(53) MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS 2800 SWISS AVENUE DALLAS,TX75204	46-3992618	501(C)(3)	324,000	HEALTH ACCESS GRANT
(54) MEALS ON WHEELS AND MORE INC 3227 E 5TH ST AUSTIN,TX787024907	23-7202594	501(C)(3)	1,879,200	HEALTH ACCESS GRANT
(55) OTHER ONES FOUNDATION INC 780 S HWY 183 AUSTIN,TX78741	82-1690537	501(C)(3)	850,000	HEALTH ACCESS GRANT
(56) PEOPLES COMMUNITY CLINIC INC 1101 CAMINO LA COSTA AUSTIN,TX78752	23-7087608	501(C)(3)	6,668,344	HEALTH ACCESS GRANT
(57) PLANNED PARENTHOOD OF GREATER TEXAS 7424 GREENVILLE AVENUE SUITE 206 DALLAS,TX75231	52-1243220	501(C)(3)	1,407,780	HEALTH ACCESS GRANT
(58) SACRED HEART COMMUNITY CLINIC INC 620 ROUND ROCK WEST DR BLDG 8 ROUND ROCK,TX78681	27-2901548	501(C)(3)	28,350	HEALTH ACCESS GRANT
(59) SMITHVILLE COMMUNITY CLINIC 300 LYNCH STREET SMITHVILLE,TX78957	20-4515999	501(C)(3)	145,800	HEALTH ACCESS GRANT
(60) SOCCER ASSIST 2212 EAST WINDSOR ROAD AUSTIN,TX78703	47-2922753	501(C)(3)	40,000	HEALTH ACCESS GRANT
(61) SOCIAL CURRENT INC 648 N PLANKINTON AVE SUITE 425 MILWAUKEE,WI53203	39-1709925	501(C)(3)	69,800	HEALTH ACCESS GRANT
(62) TEXAS 2036 210 W 7TH STREET AUSTIN,TX78701	81-3063099	501(C)(3)	81,000	HEALTH ACCESS GRANT
(63) TEXAS ASSOCIATION OF COMMUNITY HEALTH CENTERS INC 5900 SOUTHWEST PARKWAY BUILDING 3 AUSTIN,TX78735	74-2308695	501(C)(3)	50,000	HEALTH ACCESS GRANT
(64) TEXAS CENTER FOR LOCAL FOOD 201 NORTH MAIN ST ELGIN,TX78621	83-4492979	501(C)(3)	35,000	HEALTH ACCESS GRANT
(65) TEXAS DEPARTMENT OF AGRICULTURE 1700 NORTH CONGRESS AVENUE 11TH FL AUSTIN,TX78701	74-6027560	GOV	1,499,497	HEALTH ACCESS GRANT
(66) TEXAS HEALTH INSTITUTE 12407 N MOPAC EXPRESSWAY STE 250 AUSTIN,TX78758	74-2237787	501(C)(3)	25,000	HEALTH ACCESS GRANT
(67) TEXAS PEDIATRIC SOCIETY 401 WEST 15TH STREET SUITE 682 AUSTIN,TX78701	75-1499413	501(C)(3)	20,000	HEALTH ACCESS GRANT
(68) TEXAS RAMP PROJECT PO BOX 832065 RICHARDSON,TX750832065	33-1139484	501(C)(3)	162,000	HEALTH ACCESS GRANT
(69) TEXAS TECH FOUNDATION INC 3601 4TH STREET MS 6238 LUBBOCK,TX79430	75-6043842	501(C)(3)	162,000	HEALTH ACCESS GRANT
(70) THE BARNABAS CONNECTION 101 W SPOKE HILL DR WIMBERLEY,TX786760000	46-3897153	501(C)(3)	50,000	HEALTH ACCESS GRANT
(71) THE SAFE ALLIANCE 4800 MANOR ROAD BUILDING K 2ND FL AUSTIN,TX78723	74-2320657	501(C)(3)	1,085,432	HEALTH ACCESS GRANT
(72) THE UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DRIVE AUSTIN,TX78705	74-6000203	GOV	30,000	HEALTH ACCESS GRANT
(73) THE UNIVERSITY OF TEXAS AT AUSTIN SCHOOL OF NURSING 1710 RED RIVER STREET AUSTIN,TX78712	74-6000203	GOV	509,069	HEALTH ACCESS GRANT
(74) THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7000 FANNIN HOUSTON,TX77030	74-1761309	501(C)(3)	50,000	HEALTH ACCESS GRANT
(75) TRINITY CENTER AT ST DAVIDS EPISCOPAL CHURCH 304 EAST 7TH STREET AUSTIN,TX78701	74-2960654	501(C)(3)	50,000	HEALTH ACCESS GRANT
(76) UNITED WAY FOR GREATER AUSTIN 5930 MIDDLE FISKVILLE ROAD 5TH FL AUSTIN,TX78752	74-1193439	501(C)(3)	2,243,708	HEALTH ACCESS GRANT
(77) UNIVERSITY OF TX - RGK CENTER FOR PHILANTHROPY AND COMMUNITY SERVICE LBJ SCHOOL OF PUBLIC AFFAIRS AUSTIN,TX78712	74-6000203	GOV	81,700	HEALTH ACCESS GRANT
(78) VIBRANT WOMAN-MAMA SANA PO BOX 301018 AUSTIN,TX78703	45-5638520	501(C)(3)	693,946	HEALTH ACCESS GRANT
(79) VINCARE SERVICES OF AUSTIN FOUNDATION PO BOX 150637 AUSTIN,TX787150637	74-2968167	501(C)(3)	500,000	HEALTH ACCESS GRANT
(80) VOLUNTEER HEALTHCARE CLINIC INC 4215 MEDICAL PARKWAY AUSTIN,TX78756	74-6082464	501(C)(3)	182,655	HEALTH ACCESS GRANT
(81) WILLIAMSON BURNET COUNTY OPPORTUNITIES INC 604 HIGH TECH DR GEORGETOWN,TX786268185	74-6075213	501(C)(3)	357,800	HEALTH ACCESS GRANT
(82) YOUNG INVINCIBLES 401 BRANARD STREET HOUSTON,TX77006	46-2214021	501(C)(3)	405,000	HEALTH ACCESS GRANT
(83) YOUTH AND FAMILY ALLIANCE 3700 S 1ST ST AUSTIN,TX787047046	74-2137189	501(C)(3)	3,126,637	HEALTH ACCESS GRANT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) DISCOUNTED EYE EXAMS AND EYEGLASSES FOR NEEDY CENTRAL TEXANS.	10502	1,282,950
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

THE FOUNDATION MONITORS THE USE OF GRANT FUNDS THROUGH THE FOLLOWING PROCEDURES: - GRANTEES SUBMIT QUARTERLY REPORTS TO PROGRAM OFFICERS 30 DAYS AFTER THE CLOSE OF EACH CALENDAR QUARTER. REVIEW OF QUARTERLY REPORT INFORMATION INCLUDES ANALYSIS OF A) METRIC DATA FOR GOAL AND OUTCOME MEASURES; B) DEMOGRAPHIC DATA; C) SIGNIFICANT PROGRAM ACTIVITIES, ACCOMPLISHMENTS AND/OR CHANGES; AND D) RESULTS OF CLIENT SATISFACTION SURVEYS. - GRANTEES SUBMIT YEAR-END REPORTS TO PROGRAM OFFICERS AFTER THE CLOSE OF FOURTH QUARTER. REVIEW OF YEAR-END REPORTS INCLUDES ANALYSIS OF AGGREGATE DATA FROM QUARTERLY REPORTS AND DOCUMENTATION OF FINANCIAL STATEMENTS. - PROGRAM OFFICERS DISTRIBUTE SUMMARY REPORTS TO SENIOR MANAGEMENT AND BOARD MEMBERS FOR ANALYSIS. - STAFF AND BOARD MEMBERS REVIEW AGENCY GRANT PROPOSALS IN CONNECTION WITH SITE VISITS. - STAFF CONDUCT PERIODIC SITE VISITS THROUGHOUT FUNDING YEAR. - SCHOLARSHIPS ARE PROVIDED TO STUDENTS WHO WANT TO PURSUE CAREERS IN HEALTHCARE, THEREBY ENSURING THAT THE FUNDS ARE EXPENDED FOR THE INTENDED PURPOSES. SCHOLARSHIP APPLICANTS WILL BE EVALUATED ON THE BASIS OF ACADEMIC MERIT AS WELL AS FINANCIAL NEED.

PART III

THE FOUNDATION PAID FOR DISCOUNTED EYE EXAMS AND EYE GLASSES FOR CENTRAL TEXANS. EYE-CARE PROVIDERS SUBMITTED INVOICES FOR SERVICES PROVIDED TO PATIENTS WHO SUBMIT VOUCHERS FOR CARE. VOUCHERS ARE PROVIDED TO FINANCIALLY INDIGENT INDIVIDUALS WHOSE INCOME EQUALS 200% OR LESS OF FEDERAL POVERTY GUIDELINES (FPG). THE FOUNDATION PAID PROVIDER INVOICES DIRECTLY UPON RECEIVING THE VOUCHERS.

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

ST DAVID'S FOUNDATION

Employer identification number

74-1356589

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1EDWARD B BURGER PRESIDENT & CEO	(i) (ii)	487,163 ------------- 0	109,833 ------------- 0	1,285 ------------- 3,907	19,800 ------------- 0	13,784 ------------- 0	631,865 ------------- 3,907	0 ------------- 0
2FERNANDO X PENA EVP & GENERAL COUNSEL	(i) (ii)	451,717 ------------- 0	1,500 ------------- 0	1,140 ------------- 0	19,800 ------------- 0	11,642 ------------- 0	485,799 ------------- 0	0 ------------- 0
3AMY VAUGHAN VICE PRESIDENT OF FINANCE	(i) (ii)	362,883 ------------- 0	1,500 ------------- 0	1,145 ------------- 0	19,800 ------------- 0	20,814 ------------- 0	406,142 ------------- 0	0 ------------- 0
4REGAN GRUBER MOFFITT VP OF COMMUNITY INVESTMENTS	(i) (ii)	304,851 ------------- 0	1,500 ------------- 0	1,145 ------------- 0	18,411 ------------- 0	33,392 ------------- 0	359,299 ------------- 0	0 ------------- 0
5SHAILEE GUPTA DIRECTOR OF DENTAL PROGRAMS	(i) (ii)	264,538 ------------- 0	4,000 ------------- 0	1,505 ------------- 0	13,007 ------------- 0	30,442 ------------- 0	313,492 ------------- 0	0 ------------- 0
6JULIAN HUERTA VP OF COMMUNITY PROGRAMS	(i) (ii)	262,402 ------------- 0	1,500 ------------- 0	1,165 ------------- 0	13,998 ------------- 0	32,068 ------------- 0	311,133 ------------- 0	0 ------------- 0
7CARA MUELLER DIRECTOR OF HUMAN RESOURCES	(i) (ii)	230,968 ------------- 0	3,000 ------------- 0	1,140 ------------- 0	14,095 ------------- 0	38,492 ------------- 0	287,695 ------------- 0	0 ------------- 0
8CHRISTINA THOMPSON DIRECTOR OF COMMUNICATIONS	(i) (ii)	209,035 ------------- 0	2,750 ------------- 0	1,140 ------------- 0	12,758 ------------- 0	33,589 ------------- 0	259,272 ------------- 0	0 ------------- 0
9CATHY IBERG VICE PRESIDENT OF INVESTMENTS	(i) (ii)	247,853 ------------- 0	375 ------------- 0	1,125 ------------- 0	7,481 ------------- 0	150 ------------- 0	256,984 ------------- 0	0 ------------- 0
10ABBY MENKE LEAD DENTIST	(i) (ii)	200,486 ------------- 0	1,500 ------------- 0	1,955 ------------- 0	12,220 ------------- 0	33,383 ------------- 0	249,544 ------------- 0	0 ------------- 0
11CAESAR COLLAZO STAFF DENTIST	(i) (ii)	189,848 ------------- 0	1,500 ------------- 0	1,615 ------------- 0	11,546 ------------- 0	33,829 ------------- 0	238,338 ------------- 0	0 ------------- 0
12YANA KUSHNER LEAD DENTIST	(i) (ii)	188,947 ------------- 0	1,500 ------------- 0	1,780 ------------- 0	11,522 ------------- 0	30,883 ------------- 0	234,632 ------------- 0	0 ------------- 0
13BLAKE HOLMAN FORMER CHIEF INFO & INFRASTR. OFF.	(i) (ii)	0 ------------- 0	0 ------------- 0	116,250 ------------- 0	0 ------------- 0	0 ------------- 0	116,250 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
FORM 990, PART VII-A, COLUMN (E)	SEVERAL OF THE FOUNDATION'S BOARD MEMBERS HAD SPOUSES WHO TRAVELED WITH THEM TO ATTEND BOARD MEETINGS. THE FOUNDATION TREATED THIS BENEFIT AS TAXABLE COMPENSATION AND THIS AMOUNT IS REPORTED IN FORM 990, PART VII, COLUMN (E). THESE SPOUSAL TRAVEL PAYMENTS WERE NOT MADE BY THE FOUNDATION ITSELF, BUT BY A RELATED ORGANIZATION. THE IMPACTED INDIVIDUALS ARE IDENTIFIABLE IN FORM 990, PART VII.

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

ST DAVID'S FOUNDATION

Employer identification number

74-1356589

Return Reference	Explanation
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:	THE FOUNDATION IS ONE OF THE LARGEST HEALTH FOUNDATIONS IN THE UNITED STATES, FUNDING OVER $70 MILLION ANNUALLY IN A FIVE-COUNTY AREA SURROUNDING AUSTIN, TEXAS INCLUDING BASTROP, CALDWELL, HAYS, TRAVIS, AND WILLIAMSON COUNTIES. THROUGH A UNIQUE PARTNERSHIP WITH THE PARTNERSHIP, THE FOUNDATION STRATEGICALLY REINVESTS PROCEEDS FROM THE HOSPITAL SYSTEM BACK INTO THE COMMUNITY, WITH THE GOAL OF ADVANCING HEALTH EQUITY AND IMPROVING THE HEALTH AND WELL-BEING OF THE FOUNDATION'S MOST UNDERSERVED CENTRAL TEXAS NEIGHBORS. THROUGH INVESTMENTS AND ACTION, THE FOUNDATION IS COMMITTED TO CENTERING HEALTH EQUITY SO THAT ALL CENTRAL TEXANS HAVE A FAIR CHANCE TO ACHIEVE OPTIMAL HEALTH WITH NO AVOIDABLE, UNJUST, OR SYSTEMATICALLY CAUSED DIFFERENCES IN HEALTH STATUS DUE TO ETHNICITY, RACE, AGE, ABILITY, OR GEOGRAPHY. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: EACH OF THE FOUNDATION'S DENTAL VANS IS EQUIPPED WITH TWO DENTAL EXAM ROOMS, DIGITAL X-RAYS, AND COMPUTER WORKSTATIONS. BOARD-CERTIFIED DENTISTS, HYGIENISTS, AND ASSISTANTS GIVE FREE HIGH-QUALITY CARE TO CHILDREN AT THEIR SCHOOLS. BEYOND ADDRESSING URGENT NEEDS, THIS PROGRAM ALSO EDUCATES STUDENTS ABOUT DENTAL HYGIENE HABITS.
FORM 990, PART VI, SECTION A, LINE 1A	THE BOARD OF TRUSTEES ESTABLISHED AN EXECUTIVE COMMITTEE (THE "COMMITTEE") TO ASSIST THE BOARD IN FULFILLING ITS OVERSIGHT RESPONSIBILITY FOR THE OPERATIONS OF THE FOUNDATION AND ITS RELATED ENTITIES. THE COMMITTEE HAS THE POWER TO CONDUCT THE BUSINESS OF THE FOUNDATION DURING THE PERIOD BETWEEN MEETINGS OF THE BOARD, IN ACCORDANCE WITH THE POLICIES AND EXPRESSED WISHES OF THE BOARD AND ESTABLISHED PROTOCOL. THE COMMITTEE IS AUTHORIZED TO SECURE SUCH RESOURCES AS IT REASONABLY NEEDS TO FULFILL ITS RESPONSIBILITIES, INCLUDING OUTSIDE CONSULTANTS, AS APPROPRIATE. THE CHIEF EXECUTIVE OFFICER OF THE FOUNDATION, OR AN APPOINTED REPRESENTATIVE, SERVES AS THE COMMITTEE'S STAFF LIAISON. THE COMMITTEE ALSO CONSISTS OF THE BOARD CHAIR, BOARD VICE CHAIR, BOARD SECRETARY, THE PAST CHAIR OF THE FOUNDATION, THE CHAIR OF THE BOARD OF GOVERNORS OF THE PARTNERSHIP, AND ONE TO THREE AT LARGE MEMBERS FROM THE BOARD OF THE FOUNDATION. ALL COMMITTEE MEMBERS ARE GOVERNING BOARD MEMBERS, MUST BE INDEPENDENT OF MANAGEMENT, AND RECEIVE NO COMPENSATION FROM THE FOUNDATION. THE BOARD OF TRUSTEES HAS ADOPTED A SET OF CENTRAL GOVERNANCE PRINCIPLES TO PROVIDE A SPECIFIC FRAMEWORK FOR THE DECISION-MAKING AND GOVERNANCE ACTIVITIES OF THE COMMITTEE.
FORM 990, PART VI, SECTION A, LINE 7B	BOARD DECISION MATTERS ARE DELEGATED BY THE FOUNDATION'S BOARD AS FOLLOWS: DECISIONS ON BUDGET TRANSFERS OF AMOUNTS OF LESS THAN $1M OF BUDGETED EXPENDITURES IS DELEGATED TO THE CHIEF EXECUTIVE OFFICER, WITH A RECOMMENDATION PROVIDED BY THE APPROPRIATE VICE PRESIDENT OVERSEEING SUCH EXPENDITURE. PRIOR TO APPROVAL (BY THE CEO) OF ANY DIRECT COMMUNITY BENEFIT EXPENSES UNDER $1M, THE BOARD IS PROVIDED WITH A SUMMARY OF THE PROPOSED EXPENDITURE. DECISIONS ON CONTRACTS AND EXPENDITURES OF AMOUNTS OF $250,000 OR LESS ARE DELEGATED TO THE CHIEF EXECUTIVE OFFICER, WITH BOARD CHAIR APPROVAL.
FORM 990, PART VI, SECTION B, LINE 11B	THE FOUNDATION'S FORM 990 IS PREPARED BY A NATIONALLY-RECOGNIZED ACCOUNTING FIRM IN CONJUNCTION WITH ITS FINANCE DEPARTMENT. THE FOUNDATION'S TAX AND AUDIT COMMITTEE PERFORMS A COMPREHENSIVE REVIEW OF DRAFT OF THE FORM 990 PRIOR TO IT BEING FINALIZED AND APPROVED FOR SUBMISSION TO THE FULL BOARD. THE FORM 990 IS THEN SHARED WITH THE BOARD OF TRUSTEES 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	THE FOUNDATION ANNUALLY VERIFIES COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY. THE INDIVIDUALS COVERED BY THIS POLICY INCLUDE THE OFFICERS AND TRUSTEES. THE PERSONS COVERED BY THIS POLICY ARE REQUIRED TO ANNUALLY DISCLOSE OR UPDATE ON A FORM PROVIDED BY THE FOUNDATION THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FOR EACH INTEREST DISCLOSED DETERMINATION WILL BE MADE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ORGANIZATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE FOUNDATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE FOUNDATION'S REMOVAL PROCEDURES.
FORM 990, PART VI, SECTION B, LINE 15	TO ESTABLISH THE COMPENSATION OF THE FOUNDATION'S TOP MANAGEMENT OFFICIALS, OTHER OFFICERS, AND KEY EMPLOYEES, THE FOUNDATION USED THE REPORT OF AN INDEPENDENT COMPENSATION 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 FOR THE FOLLOWING OFFICERS, DIRECTORS, KEY EMPLOYEES FOR 2023 COMPENSATION ON DECEMBER 5, 2022: EDWARD BURGER, CEO FERNANDO X. PENA, EVP AND GENERAL COUNSEL AMY VAUGHAN, VP OF FINANCE CATHY IBERG, VP OF INVESTMENTS REGAN GRUBER MOFFITT, VP OF COMMUNITY INVESTMENTS SHAILEE GUPTA, DIRECTOR OF DENTAL PROGRAMS JULIAN HUERTA, VP OF COMMUNITY PROGRAMS
FORM 990, PART VI, SECTION C, LINE 19	THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	GRANT REFUNDS 345,652.
OFFICER COMPENSATION OF RELATED ORGANIZATIONS:	THE FOUNDATION OWNS A GENERAL PARTNER INTEREST IN ST. DAVID'S HEALTHCARE PARTNERSHIP, LP, LLP ("PARTNERSHIP"). IN THE INTERESTS OF FULL TRANSPARENCY, THE FOUNDATION NOTES THAT IT PAYS A PORTION OF THE PARTNERSHIP'S CEO AND CFO COMPENSATION AS FOLLOWS: SHARI COLLIER, CFO SALARY $168,594 EMPLOYEE BENEFITS $20,740 DAVID HUFFSTUTLER, CEO SALARY $343,093 EMPLOYEE BENEFITS $12,587

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

ST DAVID'S FOUNDATION

Employer identification number

74-1356589

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)ST DAVID'S COMMUNITY HEALTH FOUNDATION HOLDINGS 1303 SAN ANTONIO ST 500 AUSTIN,TX78701 74-2206098	HOLDING COMPANY	TX	501(C)(3)	LINE 7	ST DAVID'S FOUNDATION	Yes
(2)ST DAVID'S FOUNDATION COMMUNITY FUND 1303 SAN ANTONIO ST 500 AUSTIN,TX78701 74-2898888	PROVIDES NEEDS-BASED SCHOLARSHIPS AND CONTROLS MEDICAL FACILITIES	TX	501(C)(3)	LINE 7	ST DAVID'S FOUNDATION	Yes
(3)ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES 1303 SAN ANTONIO ST 500 AUSTIN,TX78701 27-0112979	SUPPORT SERVICES TO RELATED ORGANIZATIONS	TX	501(C)(3)	LINE 12A, I	ST DAVID'S FOUNDATION COMMUNITY FUND	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) ST DAVID'S HEALTHCARE PARTNERSHIP LP LLP 98 SAN JACINTO STE 1800 AUSTIN,TX78701 74-2781812	OWNS & OPERATES FOUR HOSPITALS IN CENTRAL TX	TX	N/A	RELATED	268,416,376	1,239,980,046		No		Yes		40.590 %
(2) BAILEY SQUARE AMBULATORY SURGICAL CENTER LTD 98 SAN JACINTO STE 1800 AUSTIN,TX78701 75-2467365	AMBULATORY SURGERY CENTER	TX	N/A					No			No
(3) SOUTH AUSTIN SURGERY CENTER LTD 98 SAN JACINTO STE 1800 AUSTIN,TX78701 62-1775267	AMBULATORY SURGERY CENTER	TX	N/A					No			No
(4) LEADERSHIP HEALTHCARE HOLDINGS II LP LLP 98 SAN JACINTO STE 1800 AUSTIN,TX78701 34-1996283	OWNS AN INTEREST IN A RADIOLOGY CENTER	TX	N/A					No			No
(5) LEADERSHIP HEALTHCARE HOLDINGS LP LLP 98 SAN JACINTO STE 1800 AUSTIN,TX78701 20-3151012	OWNS MAJORITY INTERESTS IN AMBULATORY SURGERY CENTERS	TX	N/A					No			No
(6) OAKWOOD SURGERY CENTER LTD 98 SAN JACINTO STE 1800 AUSTIN,TX78701 62-1641024	AMBULATORY SURGERY CENTER	TX	N/A					No			No
(7) NORTH AUSTIN SURGERY CENTER LP 98 SAN JACINTO STE 1800 AUSTIN,TX78701 20-0648730	AMBULATORY SURGERY CENTER	TX	N/A					No			No
(8) CP SURGERY CENTER LLC 98 SAN JACINTO STE 1800 AUSTIN,TX78701 80-0776412	AMBULATORY SURGERY CENTER	TX	N/A					No			No
(9) MCA-CTMC HOLDINGS LLC 98 SAN JACINTO STE 1800 AUSTIN,TX78701 80-0899140	AMBULATORY SURGERY CENTER	TX	N/A					No			No
(10) SOUTH AUSTIN SURGICENTER LLC 98 SAN JACINTO STE 1800 AUSTIN,TX78701 30-0924492	AMBULATORY SURGERY CENTER	TX	N/A					No			No
(11) ST DAVID'S AUSTIN AREA ASC LLC 98 SAN JACINTO STE 1800 AUSTIN,TX78701 61-1760247	AMBULATORY SURGERY CENTER	TX	N/A					No			No
(12) AUSTIN GI SURGICENTER LLC 98 SAN JACINTO STE 1800 AUSTIN,TX78701 30-1073754	AMBULATORY SURGERY CENTER	TX	N/A					No			No
(13) CAREOS SURGICENTER LLC 98 SAN JACINTO STE 1800 AUSTIN,TX78701 84-4484446	AMBULATORY SURGERY CENTER	TX	N/A					No			No
(14) HEALTH AT HOME HOLDINGS - AUSTIN LLC 98 SAN JACINTO STE 1800 AUSTIN,TX78701 86-3865064	HOME HEALTH AND HOSPICE SERVICES	TX	N/A					No			No
(15) SOLIS MAMMOGRAPHY SERIVCES LLC 98 SAN JACINTO STE 1800 AUSTIN,TX78701 87-3583090	MAMMOGRAPHY SERVICES	TX	N/A					No			No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) ST DAVID'S FOUNDATION IMPACT FUND LP 1303 SAN ANTONIO ST 500 AUSTIN,TX78701 34-1996279	OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER	TX	N/A	C					No
(2) ST DAVID'S FOUNDATION IMPACT FUND GP LLC 1303 SAN ANTONIO ST 500 AUSTIN,TX78701 34-1996272	OWNS INDIRECT INTEREST IN A RADIOLOGY CENTER	TX	N/A	C					No

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

Yes

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES	Q	531,531	BOOK
(2) ST DAVID'S COMMUNITY HEALTH FOUNDATION INITIATIVES	K	1,231,635	BOOK
(3) ST DAVID'S FOUNDATION COMMUNITY FUND	A	4,297,556	CASH
(4) ST DAVID'S HEALTHCARE PARTNERSHIP LP LLP	A	52,226,082	BOOK
(5) ST DAVID'S HEALTHCARE PARTNERSHIP LP LLP	F	2,263,216	BOOK
(6) ST DAVID'S HEALTHCARE PARTNERSHIP LP LLP	S	123,740,498	BOOK

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,509,487	1,551,447
9	Program service revenue (Part VIII, line 2g) .........	171,517,000	179,603,000
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,527,173	6,516,156
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	9,710	5,483
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	177,563,370	187,676,086
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	67,324,160	72,691,796
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	12,988,310	13,677,486
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	10,112,042	10,691,209
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	90,424,512	97,060,491
19	Revenue less expenses. Subtract line 18 from line 12.......	87,138,858	90,615,595
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,583,128,037	1,746,492,770
21	Total liabilities (Part X, line 26).............	49,739,627	43,500,189
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,533,388,410	1,702,992,581

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 78,525,400 including grants of $ 72,691,796 ) (Revenue $ 0 )
	THE FOUNDATION IS ACTIVELY INVOLVED IN MEETING THE NEEDS OF INDIGENT MEMBERS OF THE COMMUNITY THROUGH GRANTS FOR INDIGENT PRIMARY CARE, MENTAL HEALTH SERVICES, SERVICES FOR THE ELDERLY AND GRANTS FOR WELLNESS PROGRAMS. THE FOUNDATION ANNUALLY INVESTS MORE THAN $70 MILLION IN GRANTS TO SUPPORT COMMUNITY HEALTH AND WELL-BEING. THE FOUNDATION INVESTS IN PERIODS OF VULNERABILITY AND OPPORTUNITY ACROSS THE LIFESPAN FROM OUR YOUNGEST CHILDREN TO OLDER ADULTS. WE ALSO RECOGNIZE AND WORK TO REDUCE THE BARRIERS TO CARE FOR OUR RURAL NEIGHBORS AND HARNESS THE POTENTIAL FOR CLINICS TO SERVE AS COMMUNITY HUBS FOR HEALTH.

4b	(Code: ) (Expenses $ 9,680,731 including grants of $ 0 ) (Revenue $ 0 )
	THE FOUNDATION'S MOBILE DENTAL PROGRAM OFFERS FREE DENTAL CARE TO CHILDREN AT TITLE 1 ELEMENTARY SCHOOLS IN CENTRAL TEXAS, AS WELL AS ADULTS REFERRED BY AREA CLINICS. THIS IS THE LARGEST MOBILE CHARITY DENTAL PROGRAM IN THE COUNTRY.FROM AUGUST THROUGH MAY, THE MOBILE DENTAL PROGRAM TREATS ELEMENTARY SCHOOL CHILDREN WHO ATTEND TITLE I SCHOOLS IN CENTRAL TEXAS SCHOOL DISTRICTS. WHEN SCHOOL IS NOT IN SESSION, THE FOUNDATION'S VANS PARTNER WITH AREA SOCIAL SERVICE AGENCIES TO SERVE ADULTS AND FAMILIES (SEE SCHEDULE O).

4c	(Code: ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
	THE FOUNDATION CONTROLS HOSPITALS DEDICATED TO SERVING CENTRAL TEXAS PURSUANT TO THE COMMUNITY BENEFIT STANDARD AND THE AFFORDABLE CARE ACT. ST. DAVID'S HEALTHCARE PARTNERSHIP INCLUDES HOSPITALS, FREE-STANDING EMERGENCY ROOMS, AMBULATORY CARE CENTERS, AND URGENT CARE CENTERS. THE FOUNDATION EARNED $179.6M IN REVENUES FROM THE PROVISION OF HEALTHCARE SERVICES THROUGH ST. DAVID'S HEALTHCARE PARTNERSHIP. SEE SCHEDULE H FOR MORE DETAILS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses88,206,131

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	3,663,539	23,811	486,906

		Business Code
2a	HEALTHCARE SERVICES (VIA P'SHIP)	621990	179,603,000	179,603,000
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		179,603,000

1	Briefly describe the organization’s mission or most significant activities: ST. DAVID'S FOUNDATION'S ("FOUNDATION") MISSION IS TO ADVANCE HEALTH EQUITY IN CENTRAL TEXAS THROUGH INVESTMENT AND ACTION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	16
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	102
6	Total number of volunteers (estimate if necessary) .............	6	22
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	-873,837
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,551,447

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		1,551,447

3 Investment income (including dividends, interest, and othersimilar amounts) ......			6,516,156		-873,837	7,389,993
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			5,483			5,483
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			187,676,086	179,603,000	-873,837	7,395,476

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	71,408,846	71,408,846
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	1,282,950	1,282,950
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	2,626,376	821,391	1,804,985
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	116,250		116,250
7	Other salaries and wages........	7,813,796	5,891,670	1,922,126
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	251,303	163,791	87,512
9	Other employee benefits .......	2,162,686	1,610,085	552,601
10	Payroll taxes ...........	707,075	482,106	224,969
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	269,910	151,083	118,827
c	Accounting ...........	349,468		349,468
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	855,439		855,439
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,236,780	1,578,300	658,480
12	Advertising and promotion ....
13	Office expenses .......	995,805	400,605	595,200
14	Information technology ......	686,741	340,855	345,886
15	Royalties ..
16	Occupancy ...........	1,172,173	895,430	276,743
17	Travel ............	165,315	145,167	20,148
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	59,779	42,497	17,282
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	671,334	527,582	143,752
23	Insurance ...	475,945	127,652	348,293
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	DENTAL PROGRAM SUPPLIES	1,057,250	1,057,250
b	DENTAL CARE SUB. PROG.	738,358	738,358
c	SPONSORSHIPS	541,697	248,114	293,583
d	RECRUITING	89,615	32,398	57,217
e	All other expenses	325,600	260,001	65,599
25	Total functional expenses. Add lines 1 through 24e	97,060,491	88,206,131	8,854,360	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			100	1	100
2	Savings and temporary cash investments .........			66,153,401	2	75,095,198
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			51,373,197	7	47,705,034
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			2,625,137	9	2,435,160
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	7,794,556
b	Less: accumulated depreciation	10b	5,375,521	2,908,907	10c	2,419,035
11	Investments—publicly traded securities .			156,810,088	11	202,652,297
12	Investments—other securities. See Part IV, line 11 .....			847,135,140	12	906,230,879
13	Investments—program-related. See Part IV, line 11 ..			456,122,067	13	509,955,067
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,583,128,037	16	1,746,492,770

17	Accounts payable and accrued expenses .....	12,213,275	17	2,289,471
18	Grants payable ...	37,521,135	18	41,210,718
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	5,217	25	0
26	Total liabilities. Add lines 17 through 25..	49,739,627	26	43,500,189

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,530,750,361	27	1,700,331,574
28	Net assets with donor restrictions ...........	2,638,049	28	2,661,007
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,533,388,410	32	1,702,992,581
33	Total liabilities and net assets/fund balances ........	1,583,128,037	33	1,746,492,770

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No