TY 2020 Form 990 Schedule O

Instrumentl eFile RenderObject ID: 202201319349304190 - Rendered 2024-05-04 TIN: 01-0679337

SCHEDULE O
(Form 990 or 990-EZ)

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

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

THE SAN FRANCISCO FOUNDATION

Employer identification number

01-0679337

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE PUBLIC ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990 FORWARDED THE RETURN TO THE SAN FRANCISCO FOUNDATION. THE FINANCE DEPARTMENT REVIEWED AND CONFIRMED ALL AMOUNTS WITH THE BOOKS AND RECORDS OF THE FOUNDATION. THE RETURN WAS MADE AVAILABLE TO THE BOARD AND MANAGEMENT OF THE FOUNDATION FOR REVIEW AND COMMENT VIA A SECURE PORTAL. THE CFO SIGNED THE RETURN. A MEETING WAS SCHEDULED FOR THE PUBLIC ACCOUNTING FIRM TO PRESENT THE TAX RETURN TO THE AUDIT COMMITTEE AND THE FULL BOARD AFTER THE FILING.
FORM 990, PART VI, SECTION B, LINE 12C	EACH TRUSTEE, OFFICER, KEY EMPLOYEE, AND ALL OTHER EMPLOYEES ANNUALLY PROVIDE A LIST OF NONPROFIT AND PROFESSIONAL PHILANTHROPIC ORGANIZATIONS FOR WHICH THEY HAVE RELATIONSHIPS. EACH INDIVIDUAL ALSO PROVIDES INFORMATION ON ANY MATERIAL OWNERSHIP OR INVESTMENT INTEREST WITH AN ENTITY WHICH CURRENTLY OR WITHIN THE PAST YEAR HAS OR IS NEGOTIATING A MAJOR TRANSACTION WITH THE SAN FRANCISCO FOUNDATION. THIS LIST OF AFFILIATIONS IS COLLECTED BY THE CHIEF EXECUTIVE OFFICER AND IS ANNUALLY PUBLISHED IN THE BOARD DOCKET. IN ALL SITUATIONS IN WHICH THERE IS A CONFLICT OR APPEARANCE OF CONFLICT IN CONNECTION WITH ANY TRANSACTION OR THE CONSIDERATION OF ANY TRANSACTION BETWEEN THE FOUNDATION AND ANY PERSON WITH WHOM ANY TRUSTEE, OFFICER, KEY EMPLOYEE, OR ANOTHER EMPLOYEE IS AFFILIATED, THE INDIVIDUAL ABSTAINS FROM DECISION-TAKING ACTIONS.
FORM 990, PART VI, SECTION B, LINE 15A	COMPENSATION AND BENEFITS FOR ALL STAFF, WITH THE EXCEPTION OF THE CEO, ARE DETERMINED AS PART OF TSFF'S ANNUAL BUDGETING AND MERIT REVIEW PROCESS. USING COMPETITIVE MARKET DATA, THE MANAGEMENT TEAM RECOMMENDS BENEFIT CHANGES AND A MERIT BUDGET TO THE HR COMMITTEE OF THE BOARD. THE HR COMMITTEE BRINGS FINAL RECOMMENDATIONS TO THE FULL BOARD FOR APPROVAL. COMPENSATION AND BENEFITS FOR THE CEO ARE DETERMINED USING SURVEY DATA AND/OR THE SERVICES OF A COMPENSATION CONSULTANT. COMPETITIVE MARKET DATA IS PROVIDED TO THE BOARD OF TRUSTEES WHO MAKE THE FINAL DECISION ON CEO COMPENSATION AND BENEFITS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).
FORM 990, PART XI, LINE 9:	AGENCY FUNDS -14,731,765.

Return Reference

Explanation

FORM 990, PART VI, SECTION B, LINE 11B

THE PUBLIC ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990 FORWARDED THE RETURN TO THE SAN FRANCISCO FOUNDATION. THE FINANCE DEPARTMENT REVIEWED AND CONFIRMED ALL AMOUNTS WITH THE BOOKS AND RECORDS OF THE FOUNDATION. THE RETURN WAS MADE AVAILABLE TO THE BOARD AND MANAGEMENT OF THE FOUNDATION FOR REVIEW AND COMMENT VIA A SECURE PORTAL. THE CFO SIGNED THE RETURN. A MEETING WAS SCHEDULED FOR THE PUBLIC ACCOUNTING FIRM TO PRESENT THE TAX RETURN TO THE AUDIT COMMITTEE AND THE FULL BOARD AFTER THE FILING.

FORM 990, PART VI, SECTION B, LINE 12C

EACH TRUSTEE, OFFICER, KEY EMPLOYEE, AND ALL OTHER EMPLOYEES ANNUALLY PROVIDE A LIST OF NONPROFIT AND PROFESSIONAL PHILANTHROPIC ORGANIZATIONS FOR WHICH THEY HAVE RELATIONSHIPS. EACH INDIVIDUAL ALSO PROVIDES INFORMATION ON ANY MATERIAL OWNERSHIP OR INVESTMENT INTEREST WITH AN ENTITY WHICH CURRENTLY OR WITHIN THE PAST YEAR HAS OR IS NEGOTIATING A MAJOR TRANSACTION WITH THE SAN FRANCISCO FOUNDATION. THIS LIST OF AFFILIATIONS IS COLLECTED BY THE CHIEF EXECUTIVE OFFICER AND IS ANNUALLY PUBLISHED IN THE BOARD DOCKET. IN ALL SITUATIONS IN WHICH THERE IS A CONFLICT OR APPEARANCE OF CONFLICT IN CONNECTION WITH ANY TRANSACTION OR THE CONSIDERATION OF ANY TRANSACTION BETWEEN THE FOUNDATION AND ANY PERSON WITH WHOM ANY TRUSTEE, OFFICER, KEY EMPLOYEE, OR ANOTHER EMPLOYEE IS AFFILIATED, THE INDIVIDUAL ABSTAINS FROM DECISION-TAKING ACTIONS.

FORM 990, PART VI, SECTION B, LINE 15A

COMPENSATION AND BENEFITS FOR ALL STAFF, WITH THE EXCEPTION OF THE CEO, ARE DETERMINED AS PART OF TSFF'S ANNUAL BUDGETING AND MERIT REVIEW PROCESS. USING COMPETITIVE MARKET DATA, THE MANAGEMENT TEAM RECOMMENDS BENEFIT CHANGES AND A MERIT BUDGET TO THE HR COMMITTEE OF THE BOARD. THE HR COMMITTEE BRINGS FINAL RECOMMENDATIONS TO THE FULL BOARD FOR APPROVAL. COMPENSATION AND BENEFITS FOR THE CEO ARE DETERMINED USING SURVEY DATA AND/OR THE SERVICES OF A COMPENSATION CONSULTANT. COMPETITIVE MARKET DATA IS PROVIDED TO THE BOARD OF TRUSTEES WHO MAKE THE FINAL DECISION ON CEO COMPENSATION AND BENEFITS.

FORM 990, PART VI, SECTION C, LINE 19

THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).

FORM 990, PART XI, LINE 9:

AGENCY FUNDS -14,731,765.

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

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