Endowment / FoundationRIA · CRD 165376SEC-Registered

Updated:

Saint Francis Health System

Saint Francis Health System was established in 1960 in Tulsa. Cliff Robertson, MD serves as its President and CEO. The William K. Warren Foundation, founded in...

Saint Francis Health System logo

Saint Francis Health System

Saint Francis Health System was established in 1960 in Tulsa. Cliff Robertson, MD serves as its President and CEO. The William K. Warren Foundation, founded in 1945, functions as the primary philanthropic vehicle tied to the health system. The system deploys capital through direct ownership of hospital real estate, self-insurance trusts, and limited partnership interests in health technology companies. Confirmed positions include minority ownership in Exela Holdings via Premier Inc. Consortium and limited partner commitments to Spring Health and Thyme Care through The William K. Warren Foundation. Geographic exposure centers on Oklahoma and other United States markets. The system also maintains a 50 percent joint venture in Community Care Managed Healthcare Plans of Oklahoma with Ascension Health. Employee count stands at 10,001. The Saint Francis Health System Foundation, established in 1979, serves as the dedicated fundraising arm and has raised over $128 million since inception. The William K. Warren Foundation reported estimated giving of $28.4 million. No operational events from the last 24 months appear in available records. The architecture links a large operating hospital system to two separate foundations that execute investment and grant activity. This creates a direct channel between clinical revenue and mission-aligned capital deployment without an external investment committee layer.

General information

Firm type

Endowment / Foundation

Year founded

1960

Location

Region

North America

Country

United States

City

Winder

Corporate office

6161 S Yale Ave, Tulsa, OK, United States

Principals

Cliff Robertson, MD

President and CEO

John-Kelly C. Warren

Trustee

Sector focus

Healthcare Services

Frequently asked questions

Who runs investment decisions at Saint Francis Health System?

Cliff Robertson, MD serves as President and CEO. John-Kelly C. Warren acts as Trustee of the health system and CEO of The William K. Warren Foundation.

Does Saint Francis Health System participate in fund commitments or only direct deals?

The William K. Warren Foundation holds limited partner interests in MHS Capital Partners III and health technology companies including Spring Health and Thyme Care.

What asset classes appear in Saint Francis Health System holdings?

Holdings include hospital real estate, a self-insurance trust valued at $28.8 million, joint venture operating companies, and limited partnership interests in health technology startups.

Where does the underlying wealth come from?

The William K. Warren Foundation serves as the primary philanthropic vehicle for the Warren family and channels support to Saint Francis Health System.

How is Saint Francis Health System related to The William K. Warren Foundation?

The foundation provides major funding for the health system and medical research chairs while sharing trustees and governance overlap.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Winder Endowment / Foundation profiles