2023-11-13T16:06:17-06:00 2022-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2022-01-01 431648435 THE FOUNDATION FOR BARNES-JEWISH HOSPITAL FOUN 3142860600 1001 HIGHLANDS PLZ DR WEST 140 ST LOUIS MO 631101339 SUSAN ELL EXEC DIR/VICE PRES 3142860580 2023-11-09 1 SUSAN ELL 999009999 0 JESSICA A WAGENER P01622613 3128792000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN ELL 1 BJ HOSPITAL PLAZA ST LOUIS MO 63110 809458932 0 X N/A X 1996 MO THE FOUNDATION FOR BARNES-JEWISH HOSPITAL HELPS DONORS ENRICH LIVES, SAVE LIVES, AND (SEE SCHEDULE O) TRANSFORM PATIENT CARE THROUGH CHARITABLE GIFTS. EVERY GIFT TO THE FOUNDATION HELPS TRANSFORM PATIENT CARE AT BARNES-JEWISH HOSPITAL (ONE OF AMERICA'S TOP HOSPITALS) AND OUR AFFILIATES BY FUNDING INNOVATIVE RESEARCH, MEDICAL EDUCATION FOR DOCTORS, NURSES, AND PHARMACISTS, TECHNOLOGY AND EQUIPMENT, CARE ESSENTIALS FOR PATIENTS IN NEED AND COMMUNITY OUTREACH TO PROMOTE HEALTH AND WELLNESS. 36 32 0 37 0 0 19140905 16407587 0 0 85613943 -11770115 1518660 1206855 106273508 5844327 73568779 65717744 0 0 0 0 0 0 3865746 7735210 8210596 81303989 73928340 24969519 -68084013 993230579 879195977 237287555 216042153 755943024 663153824 X THE FOUNDATION FOR BARNES-JEWISH HOSPITAL HELPS DONORS ENRICH LIVES, AND TRANSFORM PATIENT CARE THROUGH CHARITABLE GIFTS. EVERY GIFT TO THE FOUNDATION HELPS TRANSFORM PATIENT CARE AT BARNES-JEWISH HOSPITAL, ONE OF AMERICA'S TOP HOSPITALS, (SEE SCHEDULE O) AND OUR AFFILIATES BY FUNDING INNOVATIVE RESEARCH, MEDICAL EDUCATION FOR DOCTORS, NURSES AND PHARMACISTS, TECHNOLOGY AND EQUIPMENT, CARE ESSENTIALS FOR PATIENTS IN NEED, AND COMMUNITY OUTREACH TO PROMOTE HEALTH AND WELLNESS. 0 0 28438425 28438425 RESEARCH:THE FOUNDATION SUPPORTED BIOMEDICAL AND CLINICAL TRANSLATIONAL RESEARCH TO ENHANCE PATIENT SAFETY, ELEVATE THE STANDARDS OF CARE, IMPROVE QUALITY OF LIFE, MAKE BREAKTHROUGHS IN TREATMENT/RECOVERY AND WIN THE FIGHT AGAINST DEVASTATING DISEASES. THIS INCLUDED SUPPORT FOR THE BJC INVESTIGATORS PROGRAM, IN WHICH THE OBJECTIVE IS TO PROMOTE HUMAN KNOWLEDGE WITHIN THE FIELDS OF BASIC AND APPLIED MEDICAL SCIENCE WITH A FOCUS ON THE RESEARCHERS AND NOT THE PROJECTS. THESE DISCOVERIES WILL CHANGE HEALTHCARE REGIONALLY, NATIONALLY, AND INTERNATIONALLY. WE DISBURSE RESEARCH FUNDING PRIMARILY TO PHYSICIANS AND RESEARCHERS AFFILIATED WITH BARNES-JEWISH HOSPITAL, SITEMAN CANCER CENTER AND/OR WASHINGTON UNIVERSITY, OR TO FACULTY OF (SEE SCHEDULE O) BARNES-JEWISH GOLDFARB SCHOOL OF NURSING. 24532938 24532938 RECRUITMENT: THE FOUNDATION SUPPORTS THE RECRUITMENT OF TOP PHYSICIANS AND RESEARCHERS TO BARNES-JEWISH HOSPITAL AND WASHINGTON UNIVERSITY FACULTY POSITIONS AND SUPPORTS THE EXCEPTIONAL WORK OF NATIONAL LEADERS IN MEDICINE ON THE WASHINGTON UNIVERSITY CAMPUS. FUNDS FROM THE FOUNDATION SUPPORTED THE DIVISION OF PULMONARY & CRITICAL CARE MEDICINE AND THE DIVISION OF MEDICAL ONCOLOGY. 2995565 2995565 EDUCATION/SCHOLARSHIPS: THE FOUNDATION SUPPORTED SCHOLARSHIPS FOR NURSING STUDENTS AND VARIOUS SYMPOSIUMS AVAILABLE TO ALL MEDICAL PROFESSIONS RESULTING IN AN OVERALL INCREASE IN THE KNOWLEDGE AND AWARENESS FOR CAREGIVERS. 9750816 9750816 PATIENT SUPPORT, CHAIRHOLDERS, AND COMMUNITY SUPPORT GRANTS: THE FOUNDATION PROVIDED FUNDING TO BARNES-JEWISH HOSPITAL AND WASHINGTON UNIVERSITY, INCLUDING SITEMAN CANCER CENTER, TO SUPPORT THE HOSPITAL'S MISSION THROUGH DEVELOPING AND MAINTAINING RELATED PROGRAMS AND SERVICES THAT OFFER SUPPLEMENTAL APPROACHES TO CLINIC CARE, ADVANCE EDUCATION AND RESEARCH PRIORITIES, AND ENHANCE THE PATIENT ENVIRONMENT WHILE ON CAMPUS AND UPON DISCHARGE. THE FOUNDATION SUPPORTED COMMUNITY PARTNERS THAT FOCUS ON INCREASING THE OVERALL HEALTH IN OUR REGION. 9750816 9750816 65717744 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 X 0 0 0 0 0 0 0 0 1 1 1 2 0 0 0 0 0 X 36 32 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL FL GA KY OK TN AL CA CO MD MA MI MN NJ NY NC OH PA WI AK ME MS NV NH ND OR SC UT WA X SARAH FREDERICK 3142862057 4249 CLAYTON AVE SUITE 316 ST LOUIS MO 63110 LYNCH JOHN MD PRESIDENT/DIRECTOR 2.00 38.00 X X 0 1264968 0 CANNONROBERT W DIRECTOR 1.00 48.00 X 0 2017825 154136 ELL SUSAN J VP & EXEC DIRECTOR 48.00 2.00 X X 0 510888 40575 RIDENOUR NANCY PHD DIRECTOR 0.10 X 0 155311 453 BLATT JAMES DIRECTOR 0.10 X 0 0 0 CALLAHAN THERESA DIRECTOR 0.10 X 0 0 0 COHN THOMAS DIRECTOR 0.10 X 0 0 0 COLLIER KHALIA DIRECTOR 0.05 X 0 0 0 DEUTSCH JOHNATHAN DIRECTOR 0.10 X 0 0 0 FISHER RYAN DIRECTOR 0.10 X 0 0 0 GULLER ROBERT DIRECTOR 0.10 X 0 0 0 GUPTA MAHENDRA DIRECTOR 0.10 X 0 0 0 HERSCHEND JACOB DIRECTOR 0.00 X 0 0 0 KALISHMAN AMY DIRECTOR 0.10 X 0 0 0 KOCH PAUL DIRECTOR 0.10 X 0 0 0 KOPLAR SAM DIRECTOR 0.10 X 0 0 0 KORNBLUM EUGENE DIRECTOR 0.10 X 0 0 0 LEMKEMEIER JOHN DIRECTOR 0.10 X 0 0 0 MACIA ALAINA DIRECTOR 0.10 X 0 0 0 MALTER FELICIA DIRECTOR 0.10 X 0 0 0 MATTHEWS CHARLES DIRECTOR 0.10 X 0 0 0 MYER JAMES S DIRECTOR 0.10 X 0 0 0 OERTILI FREDERICK J DIRECTOR 0.05 X 0 0 0 RENNER LINDA DIRECTOR 0.10 X 0 0 0 ROBERTS MICHAEL L DIRECTOR 0.10 X 0 0 0 RUBIN JUDY DIRECTOR 0.10 X 0 0 0 RUBIN PAM DIRECTOR 0.10 X 0 0 0 SACHS SUSAN STEINBACK DIRECTOR 0.10 X 0 0 0 SCHONWALD ALEXANDER DIRECTOR 0.10 X 0 0 0 SCHUMACHER DALTON DIRECTOR 0.10 X 0 0 0 SCHWENDINGER TATJANA DIRECTOR 0.10 X 0 0 0 STEVENS WILLIAM DIRECTOR 0.05 X 0 0 0 THOMAS LAWRENCE DIRECTOR 0.10 X 0 0 0 TODD RYAN DIRECTOR 0.10 X 0 0 0 VOSS ANDREW DIRECTOR 0.10 X 0 0 0 MILES RICHARD CHAIRMAN, DIRECTOR 5.00 X X 0 0 0 KRIEGER MARK TREASURER 10.00 40.00 X 0 674422 53833 0 4623414 248997 0 0 1 0 ATLUS HIGHLANDS LLC 231 S BEMISTON AVE SUITE 650 ST LOUIS MO 63105 LEASEHOLDER 326248 1 2566434 13841153 704409 16407587 8613809 8613809 381986 381986 782943341 803327265 -20383924 -20383924 -20383924 112500 2566434 287340 -174840 -174840 RECOV PY GRANTS 900099 999709 999709 999709 5844327 0 0 -10563260 65219744 65219744 498000 498000 13256 13256 1122913 1122730 183 429339 104161 325178 488734 170946 317788 170022 50303 119719 28785 26865 1920 323187 319417 3770 5990 3108 2882 1296 757 539 82429 82429 PURCHASED SERVICES SALA 5098789 2047042 3051747 CATERING BOARD AND EMPL 205004 205004 0 ADMINISTRATIVE & OVERHE 128650 128650 SUBSCRIPTIONS 59219 46496 12723 52983 23686 29297 73928340 65717744 4344850 3865746 655644 3641725 97235 22809691 20520080 190269 148824 676754 429780 255305 246974 437605336 391760732 520436088 459151677 8292165 6614811 993230579 879195977 146333 180515470 166580547 56772085 49315273 237287555 216042153 X 195158491 169945739 560784533 493208085 755943024 663153824 993230579 879195977 X -68084013 -22415728 -2289461 X 0 1 X 1 0 X 19048031 16122332 22886087 19140905 16407587 93604942 19048031 16122332 22886087 19140905 16407587 93604942 4488517 89116425 17837333 21836550 14422135 10402110 8995795 73493923 1878698 4226858 8671699 1194403 999709 16971367 184070232 1469000 0.48410 0.67010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FORGIVENESS OF WUSM DEBT - 2018 AMOUNT: $ 1,000,000. 2019 AMOUNT: $ 1,500,000. RECOVERY PY GRANTS - 2018 AMOUNT: $ 878,698. 2019 AMOUNT: $ 2,726,858. 2020 AMOUNT: $ 8,671,699. 2021 AMOUNT: $ 1,194,403. 2022 AMOUNT: $ 999,709. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 553976 X X APPRECIATE IN VALUE 0 429352770 5806525 -25319572 15099731 3549143 391190849 378426594 10740180 55935956 12354753 3395207 429352770 357421723 8860697 27575691 12551238 2880279 378426594 322579648 3483589 43024939 8353725 3312728 357421723 331260834 8497048 -3076601 11519762 2581871 322579648 0.27020 0.72980 0 0 505444 266400 239044 171310 163380 7930 246974 HEDGE FUNDS 149178286 F PRIVATE EQUITY 113823114 F REAL ASSETS 82497702 F OTHER 113652575 F 459151677 RELATED PARTY LIABILITY 3670577 ANNUITY OBLIGATIONS 1029621 LIABILITY UNDER TRUST AGREEMENTS 1978065 FUNDS HELD FOR WUSM 42109797 LEASE RELATED LAIBILITIES 527213 49315273 PART III, LINE 4: WHEN THE ARTWORK WAS RECEIVED A FUND WAS SET UP (B1585) FOR A VAUGHN FD FOR BLOOD CANCER TO HOLD THE ARTWORK IN A NON-SPENDABLE FUND CLASS. THE PURPOSE OF THE FUND READS; TO SUPPORT RESEARCH, PATIENT CARE, AND EDUCATION RELATED TO BLOOD CANCER. WHEN THE INITIAL GIFT OF ARTWORK IS SOLD, THE NET PROCEEDS WILL BE DEPOSITED INTO THIS FUND. WHEN THE PHOTOGRAPHS WERE DONATED A FUND WAS SET UP (B1606) FOR PROVIDING HEALING, ENGAGING, AND MEANINGFUL INTERACTIONS THROUGH A WIDE RANGE OF ART WITHIN OUR HEALTHCARE SETTING. THESE PHOTOGRAPHS ARE NOT INTENDED TO BE SOLD. PART V, LINE 4: THE FOUNDATION ALLOCATES AND ADMINISTERS ENDOWMENT EARNINGS TO ADVANCE PROJECTS AND PROGRAMS IN HEALTHCARE BEYOND STANDARD OPERATING NEEDS, AND WHICH FURTHER THE MISSIONS OF BARNES-JEWISH HOSPITAL, WASHINGTON UNIVERSITY SCHOOL OF MEDICINE, AND PARTNERING HEALTHCARE ORGANIZATIONS IN THE COMMUNITY. THIS INCLUDES HOSPITAL CENTERS, NURSING SCHOOL PROFESSORSHIPS AND DEANSHIPS, RESEARCH, FELLOWSHIPS, SCHOLARSHIPS, AWARDS, PATIENT CARE, HEALTH-RELATED SOCIAL SERVICES AND PATIENT SERVICES, COMMUNITY OUTREACH AND EDUCATION PROGRAMS. ILLUMINATIONS GALA-2023 2678934 2566434 112500 137925 149415 2678934 2566434 112500 137925 149415 287340 -174840 1 BARNES - JEWISH HOSPITAL ONE BARNES JEWISH HOSP PLAZA ST LOUIS MO 63110 237309937 501(C)(3) 5489794 0 RESEARCH, PATIENT SUPPORT, EDUCATION, CAPITAL, COMMUNITY SERVICES WASHINGTON UNIVERSITY SCHOOL OF MEDICINE CAMPUS BOX 8018 660 SOUTH EUCLID AVE ST LOUIS MO 63110 430653611 501(C)(3) 56667526 0 RESEARCH, PATIENT SUPPORT, EDUCATION, MD RECRUITMENT BJC HOME CARE SERVICES 1935 BELTWAY DRIVE ST LOUIS MO 63114 431450457 501(C)(3) 2250012 0 HOSPICE AND HOME CARE SUPPORT FOR PATIENTS PEDAL THE CAUSE 9288 DEILMAN INDUSTRIAL DR ST LOUIS MO 63132 272233336 501(C)(3) 200000 0 ANNUAL FUNDRAISING BIKE CHALLENGE FOR CANCER RESEARCH JEWISH COMMUNITY CENTER OF ST LOUIS 2 MILLSTONE CAMPUS DR ST LOUIS MO 63146 430681477 501(C)(3) 15000 0 SUPPORT FOR THE ST. LOUIS JEWISH COMMUNITY CENTER ASSISI HOUSE INC PO BOX 300112 ST LOUIS MO 63130 431506569 501(C)(3) 10000 0 TO HOUSE PREVIOUSLY UNHOUSED INDIVIDUALS IN SMALL, COMMUNAL SETTINGS WHERE EACH PERSON IS TREATED WITH DIGNITY AND RESPECT AFYA FOUNDATION 140 SAW MILL RIVER ROAD YONKERS NY 10701 261300361 501(C)(3) 0 24471 FMV IN KIND CONTRIBUTION OF SUPPLIES IN SUPPORT OF UKRAINE MEDICAL SUPPLIES FOR UKRAINE AID AND RELIEF VOYCE 680 CRAIG ROAD ST LOUIS MO 63141 431480438 501(C)(3) 74500 0 CHAMPION CHANGES ON A STATE AND FEDERAL LEVEL. HELP SUPPORT QUALITY LIVING ACROSS THE CONTINUUM OF LONG-TERM CARE. BARNES JEWISH WEST COUNTY HOSPITAL 12634 OLIVE BLVD ST LOUIS MO 63141 431527130 501(C)(3) 8941 0 HEALING GARDEN SUPPORT AND OVERNIGHT ACCOMODATIONS FOR PATIENT FAMILY MEMBER AND DIABETIC SUPPLY KITS ALIVE INC PO BOX 28733 ST LOUIS MO 63146 431298527 501(C)(3) 15000 0 EMPOWERS DOMESTIC ABUSE SURVIVORS AND THEIR CHILDREN THROUGH COUSELING, EMERGENCY SHELTER, AND OTHER CRITICAL SERVICES BUILD-A-BEAR FOUNDATION INC 1954 INNERBELT BUSINESS CENTER DRIVE ST LOUIS MO 63114 331007188 501(C)(3) 7500 0 TO EMPOWER KIDS OF ALL AGES TO EXPRESS THEMSELVES IN A SAFE, WARM SPACE THROUGH SERVICES, EXPERIENCES AND, OF COURSE, FURRY FRIENDS CANCER SUPPORT COMMUNITY 1058 OLD DES PERES ROAD ST LOUIS MO 63131 431587517 501(C)(3) 10000 0 TO ENSURE THAT ALL PEOPLE IMPACTED BY CANCER ARE EMPOWERED BY KNOWLEDGE, STRENGTHENED BY ACTION, AND SUSTAINED BY COMMUNITY JEWISH FAMILY SERVICES OF ST LOUIS 10950 SCHUETZ ROAD ST LOUIS MO 63146 430790330 501(C)(3) 68000 0 2022 SUPPORT TO PROVIDE CHILDREN ADULTS AND SENIORS IN ST. LOUIS REGION WITH THE SUPPORT THEY NEED TO LEAD VIBRANT HEALTHY LIVES CASA DE SALUD 3200 CHOUTEAU AVENUE ST LOUIS MO 63103 270732049 501(C)(3) 50000 0 TO FACILITATE AND DELIVER HIGH QUALITY MEDICAL AND MENTAL HEALTH SERVICES FOR UNINSURED AND UNDERINSURED PATIENTS, FOCUSING ON NEW IMMIGRANTS AND REFUGEES WHO FACE BARRIERS TO ACCESSING OTHER SOURCES OF CARE DUO DOGS INC 10955 LINPAGE PLACE ST LOUIS MO 63132 431379801 501(C)(3) 20000 0 TRAINS AND CONNECTS DOGS WITH PEOPLE TO CULTIVATE POSITIVE CHANGE IN INDIVIDUALS, FAMILIES, AND COMMUNITIES FOOD OUTREACH INC 3117 OLIVE STREET ST LOUIS MO 63103 431492878 501(C)(3) 50000 0 TO PROVIDE NUTRITIONAL SUPPORT AND ENHANCE THE QUALITY OF LIFE OF MEN, WOMEN, AND CHILDREN LIVING WITH HIV OR CANCER. WE ARE THE ONLY ORGANIZATION PROVIDING THESE SERVICES IN OUR REGION GATEWAY TO HOPE 845 N NEW BALLAS COURT SUITE 380 ST LOUIS MO 63141 232737792 501(C)(3) 50000 0 TO REMOVE BARRIERS TO AFFORDABLE, TIMELY, QUALITY HEALTHCARE, EMPOWERING PEOPLE WITH BREAST CANCER TO FACE THE DISEASE AND FOCUS ON HEALING HARRIS HOUSE FOUNDATION 8315 SOUTH BROADWAY ST LOUIS MO 63111 431235232 501(C)(3) 25000 0 HELPS PEOPLE ACHIEVE SOBRIETY AND BECOME HEALTHY AND PRODUCTIVE INDIVIDUALS HEALTH PROTECTION & EDUCATION 6900 DELMAR BLVD ST LOUIS MO 63130 272096715 501(C)(3) 26500 0 TO ASSURE A HEALTHY ST. LOUIS COMMUNITY THROUGH QUALITY PUBLIC HEALTH SERVICES AND PARTNERSHIPS BY PROVIDING CONTINUOUS PROTECTION, PREVENTION, AND PROMOTION FOR THE PUBLIC'S HEALTH MEMORY CARE HOME SOLUTIONS 4839 WEST PINE BLVD ST LOUIS MO 63108 020641248 501(C)(3) 25000 0 EXTEND AND IMPROVE QUALITY TIME AT HOME FOR PEOPLE LIVING WITH MEMORY LOSS, DEMENTIA OR ALZHEIMER'S DISEASE AND THEIR FAMILY CARE PARTNERS OASIS - ST LOUIS 5595 GRAND DRIVE ST LOUIS MO 63112 431830354 501(C)(3) 40000 0 TO PROMOTE HEALTHY AGING THROUGH LIFELONG LEARNING, ACTIVE LIFESTYLES AND VOLUNTEER ENGAGEMENT OUR LADY'S INN 8790 MANCHESTER ROAD SUITE 202 ST LOUIS MO 63144 431213751 501(C)(3) 10000 0 PROVIDES PREGNANT WOMEN AND THEIR CHILDREN HOUSING AND HOPE FOR A NEW LIFE THROUGH HUMBLE ACTS OF LOVE PREVENTED 9355 OLIVE BLVD ST LOUIS MO 63132 430827852 501(C)(3) 10000 0 PREVENTS THE HARMS OF ALCOHOL AND OTHER DRUG USE THROUGH EDUCATION, INTERVENTION AND ADVOCACY ST LOUIS HEALTH EQUIPMENT LENDING PROGRAM 1640 ANDREW DRIVE ST LOUIS MO 63122 800144355 501(C)(3) 40000 0 PROVIDING ASSISTIVE TECHNOLOGY HEALTH EQUIPMENT TO INDIVIDUALS WITH DISABILITIES THAT ARE UNINSURED, UNDERINSURED AND UNDERSERVED ON A NO-COST LOAN BASIS IN ORDER TO IMPROVE THEIR FUNCTIONAL INDEPENDENCEENCOURAGING AND SUPPORTING THE VIBRANT ROLE AREA RESIDENTS PLAY IN THE FUTURE OF THEIR COMMUNITY THROUGH VOLUNTEER OPPORTUNITIES THAT DEFINE THE ST. LOUIS REGION AS A CARING COMMUNITY AND WORKING TO CREATE A TRADITION OF LIFETIME COMMITMENT TO ACTIVE PHILANTHROPYSHARING INFORMATION ON THE ISSUES FACING THE REGION AND THE ROLE PRIVATE AND CORPORATE PHILANTHROPY CAN PLAY IN BUILDING A MORE VITAL COMMUNITYCOLLABORATION WITH OTHER INSTITUTIONS OF SIMILAR MIND AND INSIGHT ARE CONSIDERED IMPERATIVE TO CREATING A NETWORK OF ASSISTIVE TECHNOLOGY PROVIDERS OF EQUIPMENT AND SERVICESPROVIDING A "PHONE BUDDY" CONTACT FOR INDIVIDUALS UTILIZING OUR EQUIPMENT WYMAN CENTER INC 600 KIWANIS DRIVE EUREKA MO 63025 430653263 501(C)(3) 12500 0 TO EMPOWER TEENS FROM ECONOMICALLY DISADVANTAGED CIRCUMSTANCES TO LEAD SUCCESSFUL LIVES AND BUILD STRONG COMMUNITIES 26 0 BJC EMPLOYEE RELIEF PROGRAM 962 496000 FMV EMERGENCY ASSISTANCE FOR EMPLOYEES PART I, LINE 2: THE FOUNDATION FOR BARNES-JEWISH HOSPITAL (FOUNDATION) PROVIDES GRANT SUPPORT TO BARNES-JEWISH HOSPITAL (HOSPITAL), WASHINGTON UNIVERSITY SCHOOL OF MEDICINE, AND A LIMITED NUMBER OF COMMUNITY ORGANIZATIONS WHOSE MISSIONS ARE CONSISTENT WITH THE WORK OF THE HOSPITAL. FOR THE HOSPITAL AND UNIVERSITY: GRANT APPLICATIONS ARE SUBMITTED WHICH INCLUDE A BUDGET AND A NARRATIVE. THE APPLICATIONS FOR SPECIFIC PROJECT GRANTS MUST BE REVIEWED AND APPROVED BY AN INSTITUTIONAL OFFICIAL PRIOR TO SUBMISSION. IN SOME CASES, APPLICATIONS ARE RECEIVED IN RESPONSE TO A SPECIFIC CALL FOR PROPOSALS, WHICH ARE REVIEWED FOR MERIT BY A SPECIAL ADVISORY COMMITTEE. GRANTS ARE AWARDED TYPICALLY FOR A 12-MONTH PERIOD, WITH A NOTICE OF GRANT AWARD ISSUED WHICH INCLUDES THE TERMS AND CONDITIONS. ALL GRANT EXPENSES INCURRED BY THE HOSPITAL ARE REVIEWED FOR COMPLIANCE BY HOSPITAL ACCOUNTING STAFF. HOSPITAL ACCOUNTING STAFF RECEIVE ONGOING TRAINING ON THE TERMS AND CONDITIONS OF FOUNDATION GRANTS. A REVIEW OF WU SCHOOL OF MEDICINE EXPENSES RELATED TO SPECIFIC PROJECT GRANTS ARE PERFORMED BY UNIVERSITY STAFF AS THE EXPENSES ARE INCURRED. THE UNIVERSITY SUBMITS QUARTERLY INVOICES FOR REVIEW AND APPROVAL BY FOUNDATION STAFF. FOR ALL HOSPITAL AND UNIVERSITY GRANTS, A PROGRESS REPORT, INCLUDING NARRATIVE AND EXPENSE RECAP, IS REQUIRED UPON EXPIRATION OF A BUDGET PERIOD IN WHICH THE FOUNDATION STAFF VERIFY THE COMPLETENESS OF THE REPORT. FOR COMMUNITY GRANTS: SELECTED SUPPORT IS PROVIDED TO LOCAL NONPROFITS FOR HEALTH-RELATED PROGRAMS TO BENEFIT COMMUNITY RESIDENTS, WITH EMPHASIS ON PROGRAM INNOVATION AND SERVICE DELIVERY TO TRADITIONALLY UNDERSERVED POPULATIONS. COMMUNITY GRANT MATERIALS WERE ADAPTED CLOSELY FROM THE THE FOUNDATION FOR BARNES-JEWISH HOSPITAL 43-1648435 HOSPITAL AND WU SCHOOL OF MEDICINE GRANTEE DOCUMENTS. SUPPORT PARAMETERS WERE DEVELOPED BY FOUNDATION STAFF AND THE STEWARDSHIP COMMITTEE OF THE FOUNDATION BOARD, WHICH IS CHARGED TO REVIEW AND RECOMMEND APPLICATIONS FOR FUNDING TO THE BOARD. TYPICALLY, SUPPORT IS GRANTED FOR 12 MONTHS, WITH SOME GRANTEES AWARDED MULTI-YEAR FUNDING CONDITIONED ON SUCCESSFUL FULFILLMENT OF OBJECTIVES. ANNUAL AWARDS ARE PAID AT THE START OF THE GRANT PERIOD. COMMUNITY GRANTEES SUBMIT ANNUAL AND/OR FINAL PROGRESS REPORTS. FOUNDATION STAFF REVIEW THESE FOR COMPLIANCE AND SUCCESS IN MEETING OBJECTIVES AND REPORT FINDINGS TO THE STEWARDSHIP COMMITTEE. TOTAL GRANTS FOR 2022 $65,717,743. 0 1 0 0 0 0 0 CANNONROBERT W DIRECTOR 0 945662 0 1037050 0 35113 0 0 0 154136 0 2171961 0 83307 LYNCH JOHN MD PRESIDENT/DIRECTOR 0 1146007 0 0 0 118961 0 0 0 0 0 1264968 0 0 KRIEGER MARK TREASURER 0 439211 0 223560 0 11651 0 0 0 53833 0 728255 0 73059 ELL SUSAN J VP & EXEC DIRECTOR 0 324424 0 175957 0 10507 0 0 0 40575 0 551463 0 54055 RIDENOUR NANCY PHD DIRECTOR 0 13663 0 141027 0 621 0 0 0 453 0 155764 0 31846 PART I, LINE 3 THE COMPENSATION AND BENEFIT AMOUNTS OF THE ORGANIZATION'S OFFICERS AND TOP MANAGEMENT OFFICIALS ARE DETERMINED BY AN INDEPENDENT COMMITTEE OF BJC HEALTH SYSTEM, AN AFFILIATE OF THE FOUNDATION FOR BARNES-JEWISH HOSPITAL. THE COMMITTEE IS COMPRISED OF INDEPENDENT PERSONS AND USES INDEPENDENT COMPENSATION STUDIES AND BENCHMARKING DATA TO ESTABLISH COMPENSATION AMOUNTS AND GUIDELINES. ALL AMOUNTS ARE APPROVED BY THE COMPENSATION COMMITTEE. THE ORGANIZATION RECONCILES THE AGGREGATE AMOUNTS PAID TO THE APPROVAL AMOUNTS SHORTLY AFTER THE CLOSE OF EACH CALENDAR YEAR. PART I, LINE 4B DURING 2022, THE FOLLOWING INDIVIDUALS RECEIVED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PAYMENTS/ACCRUALS FROM THE ORGANIZATION AS REPORTED IN THE DETAILS OF COMPENSATION AND BENEFITS (SEE FORM 990, PART VII AND SCHEDULE J, PART II): CANNON, ROBERT $226,888 KOESTERER, SUSAN $40,770 ELL, SUSAN $87,430 RIDENOUR, NANCY PHD $31,846 X 42 671611 AVG. HIGH/LOW X 1 32799 FMV 0 1 1 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B. PART I, LINE 32B: GIFTS OF SECURITIES ARE DELIVERED INTO ACCOUNTS ESTABLISHED UNDER THE FOUNDATION FOR BARNES-JEWISH HOSPITAL'S NAME AT VARIOUS FINANCIAL INSTITUTIONS. WHEN SECURITIES ARE RECEIVED, REPRESENTATIVES OF THESE INSTITUTIONS NOTIFY THE FOUNDATION FOR BARNES-JEWISH HOSPITAL OF THE DATE OF DELIVERY. THE DONATED SECURITIES ARE SOLD IMMEDIATELY UPON RECEIPT, UNLESS OTHER DONOR STIPULATIONS EXIST OR IT IS NOT PRUDENT AND/OR POSSIBLE TO DO SO. FORM 990, PART V, LINES 1 AND 1C: THE ORGANIZATION IS AN AFFILIATE OF BJC HEALTH SYSTEM (BJC), A SUPPORTING ORGANIZATION DESCRIBED IN CODE SECTION 509(A)(3). BJC ASSUMES RESPONSIBILITY FOR REMITTING ALL PAYMENTS TO VENDORS THROUGH A CENTRALIZED ACCOUNTS PAYABLE SYSTEM. BJC ALSO ASSUMES RESPONSIBILITY FOR REPORTING THESE PAYMENTS TO THE IRS USING ITS EIN AS THE COMMON PAYOR ON FORM(S) 1099,1098,5498, AND W-2G. W2G FORMS ARE PREPARED AND ISSUED BY BJC ON BEHALF OF THE FOUNDATIONS. BJC HEALTH SYSTEM ALSO ASSUMES RESPONSIBILITY FOR WITHHOLDING AND REMITTING ANY TAXES REQUIRED AND WILL PREPARE THE TAX FORMS TO REPORT ANY TAX WITHHOLDINGS. FORM 990, PART VI, SECTION A, LINE 2 CERTAIN OFFICERS, DIRECTORS OR KEY EMPLOYEES OF THE FOUNDATION AND BJC HEALTH SYSTEM (BJC) MAY ALSO SERVE ON THE BOARDS OF OTHER RELATED OR UNRELATED ORGANIZATIONS. ADDITIONALLY, CERTAIN FAMILY MEMBERS OF OFFICERS, DIRECTORS OR KEY EMPLOYEES MAY, DURING THE NORMAL COURSE OF BUSINESS YET CONSISTENT WITH THE STATED EXEMPT PURPOSE OF THE FOUNDATION, ENGAGE IN TRANSACTIONS IN WHICH POTENTIAL CONFLICTS OF INTEREST COULD EXIST. THESE OFFICERS, DIRECTORS, KEY EMPLOYEES AND RELATED PERSONS DISCLOSE THESE POTENTIAL CONFLICTS TO THE FOUNDATION AND BJC ANNUALLY AND DO NOT PARTICIPATE IN DECISIONS IN WHICH THEY HAVE SUCH CONFLICTS. FORM 990, PART VI, SECTION A, LINE 6 BARNES-JEWISH HOSPITAL IS THE SOLE CORPORATE MEMBER OF THE REPORTING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A BARNES-JEWISH HOSPITAL HAS THE POWER TO ELECT OR APPOINT MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO FOUNDATION BYLAWS OR GOVERNING DOCUMENTS ARE SUBJECT TO THE APPROVAL OF BARNES-JEWISH HOSPITAL, THE SOLE CORPORATE MEMBER, AND BJC HEALTH SYSTEM. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PREPARES DRAFT COPIES OF FORM 990 AND ATTACHMENTS FOR REVIEW BY MEMBERS OF FINANCE, LEGAL AND TAX DEPARTMENTS. THE FINAL DRAFT RETURNS ARE REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM AND A COMPLETE COPY IS PROVIDED FOR THE FOUNDATION BOARD OF DIRECTORS TO REVIEW. QUESTIONS AND COMMENTS THAT ARISE DURING THE INDIVIDUAL BOARD MEMBER REVIEWS OF THE FORMS ARE ADDRESSED IN ADVANCE OF SUBMISSION TO THE APPROPRIATE TAXING AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH THE POLICY BY ISSUING ANNUALLY A CONFLICT OF INTEREST QUESTIONNAIRE REMINDING COVERED INDIVIDUALS OF THEIR OBLIGATIONS TO DISCLOSE POTENTIAL CONFLICTS AND REQUESTING THAT THEY COMPLETE A CONFLICTS OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE REQUIRES THE DISCLOSURE OF CONFLICTS AND AN ATTESTATION TO THEIR CONTINUING OBLIGATION TO DISCLOSE SAID CONFLICTS SHOULD THE NEED ARISE. THE RESULTS OF THE CONFLICT OF INTEREST QUESTIONNAIRE ARE REVIEWED BY A CENTRALIZED COMPLIANCE DEPARTMENT AND APPROPRIATE ACTION TAKEN AS NECESSARY. SHOULD THE ORGANIZATION BECOME AWARE OF A CONFLICT NOT PREVIOUSLY REPORTED, ITS GENERAL COUNSEL WOULD INVESTIGATE THE ISSUE AND RESPOND IN ACCORDANCE WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE FOR INSPECTION BY THE GENERAL PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUST -2,352,888. CHANGE IN VALUE OF SPLIT INTEREST -540,053. EQUITY TRANSFERS 526,608. CHANGE IN ESTIMATE ON BAD DEBTS 76,872. 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