2023-11-15T11:11:59-07:00 2022-12-31 990 2022-01-01 570708391 SISTERS OF CHARITY FOUNDATION OF SOUTH CAROLINA SIST 2166965560 2475 East 22nd Street Cleveland OH 44115 Melissa Rogers Assistant Treasurer 2166965560 2023-11-15 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Donna Waites 2711 Middleburg Drive Suite 115 Columbia SC 29204 32760065 0 0928 X www.sistersofcharitysc.com X 1983 SC To support and further the mission and ministry of the Sisters of Charity of St. Augustine by addressing the needs of the poor and under served through programs that promote health, education, and social services. 20 18 0 0 0 0 12745 281771 0 0 3650396 6056467 0 0 3663141 6338238 2701583 2990044 0 0 941786 1005709 0 0 0 1068181 1175740 4711550 5171493 -1048409 1166745 112898417 81995481 151509 146238 112746908 81849243 The Sisters of Charity Foundation of South Carolina (SCF) is dedicated to furthering the mission, ministry, and purpose of the Sisters of Charity of St. Augustine and personalizing Catholic values by action, advocacy, and leadership. 0 0 1214010 20700 0 The Sisters of Charity Foundation of South Carolina is a faith-based organization deeply rooted in the principles of the gospel and the traditions of the Catholic Church. As a ministry of the Sisters of Charity Health System the Foundation is committed to addressing the cause and effects of poverty in South Carolina. The Foundation is dedicated to efforts which help build a sustainable healthy economy, promote educational success, support stronger families, contribute to long-term community development, and to the measurement of the effects of these efforts. 3265736 2969344 0 The Sisters of Charity Foundation of South Carolina provides grant funding through an application process to nonprofit organizations that do one or more of the following for people experiencing poverty in the state: meet immediate needs, break the cycle of poverty, and/or make change at a system level. The organizations that receive grant funding work in the areas of health, education, and social services. 386148 0 0 To help meet its mission, the Sisters of Charity Foundation of South Carolina is committed to the following programmatic activities: conducting and/or commissioning research that relates to the causes and consequences of poverty; plan for and execute advocacy activities that support local, state, and federal policy change that will remove barriers for people experiencing poverty; conduct learning opportunities both internally and externally in the area of Diversity, Equity, and Inclusion to understand the historical and systemic causes of poverty and how to break through barriers in the future; provide capacity building and technical support for grantee partners; and convene stakeholders across all sectors to collaborate to reduce poverty in South Carolina. 0 0 0 4865894 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 18 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Sondra Haye 2166965560 2475 East 22nd Street Cleveland OH 44115 Jan Murphy Ex Officio 1 0 X 0 597420 54210 Melissa J Rogers Assistant Treasurer 1 40 X 0 460450 77910 Susanna Krey Trustee 1 40 X 0 377345 69710 Thomas Keith President - Retired July 2022 40 0 X 0 217550 25290 Donna Waites President - elected July 2022 40 0 X 0 133325 32730 J Anderson Folsom Chair 1 0 X X 0 0 0 Gerald Smalls Treasurer 1 0 X X 0 0 0 Brian Murrell Trustee 1 0 X 0 0 0 Thomas P Otis Trustee 1 0 X 0 0 0 Sr Judith Ann Karam CSA Trustee 1 0 X 0 0 0 Joseph Lee Pearson Trustee 1 0 X 0 0 0 J Michael McCabe CFP Trustee 1 0 X 0 0 0 Patricia J Moore-Pastides MPH Trustee 1 0 X 0 0 0 Pamela T Bryant Vice Chair 1 0 X X 0 0 0 Maria Smoak Trustee 1 0 X 0 0 0 Macon Lovelace Secretary 1 0 X X 0 0 0 Reshma Khan Trustee 1 0 X 0 0 0 Ronald Pitner PhD Trustee 1 0 X 0 0 0 Julio E Mendoza Jr Trustee 1 0 X 0 0 0 Lisa Garnett Bernardin Trustee 1 0 X 0 0 0 Karen Smith Trustee 1 0 X 0 0 0 Mitch Watson Trustee 1 0 X 0 0 0 Tiger Wells Trustee 1 0 X 0 0 0 0 1786090 259850 0 0 1 0 0 0 0 0 5000 0 276771 0 281771 0 946805 0 0 946805 0 0 0 0 0 0 0 0 0 0 31531489 0 26421827 0 5109662 0 5109662 0 0 5109662 0 0 6338238 0 0 6056467 2990044 2990044 350875 298244 52631 453513 385486 68027 60575 51489 9086 83286 70793 12493 57460 48841 8619 5112 5112 337207 337207 98420 98420 12187 9750 2437 24754 19803 4951 68065 57175 10890 11939 11939 11565 11565 9193 7814 1379 5368 5368 Member Assessment 486019 364514 121505 Program Expense 58430 58430 0 Dues and Subscriptions 9763 9763 0 37718 34617 3101 5171493 4865894 305599 0 0 0 211831 346860 1768 4134 0 0 17189 19883 262085 241129 21033 20956 112646596 81603648 112898417 81995481 151509 146238 0 0 151509 146238 X 112746908 81828243 0 21000 112746908 81849243 112898417 81995481 X 1166745 -21064410 0 0 0 -11000000 X 0 1 X 1 0 X X 1 Sisters of Charity of St Augustine 340714763 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 38272 38272 0 0 108737 101535 7202 0 115076 101322 13754 20956 0 0 X Schedule D, Part X, Line 2 The Organization is generally exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no income taxes have been provided for in the accompanying consolidated financial statements. Certain entities are for-profit and are subject to income tax. The Organization believes there is appropriate support for any tax position taken, and as such, do not have any uncertain tax positions that are material to the consolidated financial statements. 1 Anderson Interfaith Ministries Inc PO Box 1136 Anderson SC 29622 570896524 501(c)(3) 30000 0 book NA Social Services Angels Charge Ministry 95 Ashley St Spartanburg SC 29307 821763094 501(c)(3) 10192 0 book NA Social Services Beyond Our Walls 2615 Harvey Avenue Suite 4 N Charleston SC 29405 331087506 501(c)(3) 10192 0 book NA Education Brothers Restoring Urban Hope 337 Laurelwood Dr Boiling Springs SC 29316 204793140 501(c)(3) 25192 0 book NA Education Catholic Charities of South Carolina Immigration Services 901 Orange Grove Road Charleston SC 29407 570314369 501(c)(3) 20000 0 book NA Social Services Central Midlands Justice Ministry 709 Gabriel Street Columbia SC 29203 814740696 501(c)(3) 8000 0 book NA Social Services Charleston Area Justice Ministry PO Box 71416 North Charleston SC 29418 461758506 501(c)(3) 10000 0 book NA Social Services Charleston Climate Coalition 871 Wellington Drive Charleston SC 29412 870887661 501(c)(3) 20000 0 book NA Health Charleston Legal Access 3775 Spruill Avenue Suite B N Charleston SC 29405 811013976 501(c)(3) 15000 0 book NA Social Services Charleston Pro Bono Legal Services Post Office Box 1116 Charleston SC 29402 200737728 501(c)(3) 15000 0 book NA Social Services Charleston Promise Neighborhood 1834 Summerville Avenue Suite 200 Charleston SC 29405 800597710 501(c)(3) 35192 0 book NA Education Communities in Schools of South Carolina 1691 Turnbull Avenue Suite 200 North Charleston SC 29405 570931840 501(c)(3) 35000 0 book NA Education Community Foundation Of Greenville Greenville Homeless Alliance 630 E Washington Street Suite A Greenville SC 29601 576019318 501(c)(3) 20000 0 book NA Social Services Community Initiatives PO Box 1135 Greenwood SC 29648 311741660 501(c)(3) 20000 0 book NA Social Services Community Works 100 W Antrim Dr Greenville SC 29607 260421563 501(c)(3) 40000 0 book NA Social Services Compass Of Carolina Inc 1100 Rutherford Road Greenville SC 29609 570381870 501(c)(3) 15000 0 book NA Health E3 Educate Empower Elevate 1857 Bermuda Stone Road Charleston SC 29414 854237427 501(c)(3) 20000 0 book NA Education Equal Justice Works 1730 M Street NW Suite 800 Washington DC 20036 521469738 501(c)(3) 20000 0 book NA Social Services Felician Center 908 Thorne Ave Kingstree SC 29556 272176947 501(c)(3) 15000 0 book NA Social Services Florence Crittenton Programs of South Carolina 19 Saint Margaret Street Charleston SC 29403 570342030 501(c)(3) 25000 0 book NA Social Services Foothills Family Resources PO Box 246 Slater SC 29683 570823752 501(c)(3) 12000 0 book NA Social Services Greenville Tech Foundation African American Male Scholars Initiative MS 6002 PO Box 5616 Greenville SC 29606 570565961 501(c)(3) 20000 0 book NA Education Healthy Learners 2711 Middleburg Drive Suite 304 Columbia SC 29204 571127197 501(c)(3) 150000 0 book NA Health Helping and Lending Outreach Support HALOS 4995 Lacross Road Suite 1300 North Charleston SC 29406 200858549 501(c)(3) 35000 0 book NA Social Services Helping Hands of Georgetown 1813 Highmarket St Georgetown SC 29440 570883461 501(c)(3) 35192 0 book NA Social Services Hispanic Alliance PO Box 17934 Greenville SC 29606 271041624 501(c)(3) 27000 0 book NA Education Homeless No More 2711 Middleburg Dr Ste 213 Columbia SC 29204 570898981 501(c)(3) 45000 0 book NA Social Services Homes of Hope Inc 3 Dunean St Greenville SC 29611 571069688 501(c)(3) 45000 0 book NA Social Services Institute For Child Success 613 E McBee Ave Greenville SC 29601 271904900 501(c)(3) 25000 0 book NA Education Jasmine Road P O Box 25452 Greenville SC 29616 814552155 501(c)(3) 25000 0 book NA Social Services Kindred Hearts SC 4 Northfield Ct Columbia SC 29229 834643335 501(c)(3) 10192 0 book NA Social Services Koinonia of Columbia PO Box 30518 Columbia SC 29230 820598746 501(c)(3) 15000 0 book NA Education Lighthouse Ministries P O Box 6801 Florence SC 29502 571053570 501(c)(3) 5250 0 book NA Social Services Limestone University Department of Kinesiology-Exercise Science 1115 College Dr Gaffney SC 29340 570314402 501(c)(3) 20000 0 book NA Health LiveWell Greenville 225 S Pleasantburg Dr Ste A7 Greenville SC 29607 811376760 501(c)(3) 12000 0 book NA Health Lowcountry Local First 1630 2 Meeting Street Charleston SC 29405 870792700 501(c)(3) 25000 0 book NA Education MDC 307 West Main Street Durham NC 27701 560894222 501(c)(3) 50000 0 book NA Social Services Metanoia Community Development Corporation 2005 Reynolds Ave North Charleston SC 29405 200310400 501(c)(3) 45000 0 book NA Social Services Middle Tyger Community Center 84 Groce Road Lyman SC 29365 571077940 501(c)(3) 25000 0 book NA Social Services Midlands Housing Alliance Inc 2025 Main St Columbia SC 29201 203524141 501(c)(3) 45000 0 book NA Social Services Mill Community Ministries 1186 Pendleton St Greenville SC 29611 900854058 501(c)(3) 21000 0 book NA Social Services Miss Rubys Kids 2018 Church St Georgetown SC 29440 203933169 501(c)(3) 25000 0 book NA Education Neighbor to Neighbor of South Carolina PO BOX 3030 Myrtle Beach SC 29578 203314190 501(c)(3) 30000 0 book NA Social Services New Directions of Horry County PO Box 2922 Myrtle Beach SC 29578 201831970 501(c)(3) 32000 0 book NA Social Services Northside Development Corporation 501 Howard St Ste A Spartanburg SC 29303 300698663 501(c)(3) 40000 0 book NA Social Services Our Lady of Mercy Community Outreach Services PO Box 607 Johns Island SC 29457 570905488 501(c)(3) 15000 0 book NA Social Services Partners For Active Living PO Box 6728 Spartanburg SC 29304 542111221 501(c)(3) 10000 0 book NA Health Public Education Partners 225 S Pleasantburg Drive Suite E6 Greenville SC 29607 570769637 501(c)(3) 25000 0 book NA Education Richland County Public Education Partners PO Box 50860 Columbia SC 29250 461300396 501(c)(3) 25000 0 book NA Education Root and Rebound 1610 Harrison St Suite E East Oakland CA 94612 463876220 501(c)(3) 85000 0 book NA Social Services Serve and Connect PO Box 6840 Columbia SC 29260 811369953 501(c)(3) 26500 0 book NA Social Services Soteria Community Development Corporation PO Box 6061 Greenville SC 29606 582475280 501(c)(3) 25000 0 book NA Social Services South Carolina Appleseed Legal Justice Center PO Box 7187 Columbia SC 29201 571035023 501(c)(3) 30000 0 book NA Social Services South Carolina Center for Fathers and Families 2711 Middleburg Drive Columbia SC 29204 364506347 501(c)(3) 160000 0 book NA Social Services South Carolina Coastal Conservation League Inc 131 Spring St Charleston SC 29403 570887278 501(c)(3) 15000 0 book NA Social Services South Carolina Institute of Medicine and Public Health 1301 Gervais Street Suite 300 Columbia SC 29201 320350642 501(c)(3) 35000 0 book NA Health Student Action with Farmworkers PO Box 2835 Durham NC 27715 561789014 501(c)(3) 25000 0 book NA Social Services Teach For America South Carolina 25 Broadway 12th Floor New York NY 10004 133541913 501(c)(3) 20000 0 book NA Education Teach My People PO Box 2848 Pawleys Island SC 29585 571075900 501(c)(3) 30000 0 book NA Education The Aspen Institute Criminal Justice Reform Initiative 2300 N Street NW Suite 700 Washington DC 20037 840399006 501(c)(3) 30000 0 book NA Social Services The Center for Community Self Help 301 W Main Street Durham NC 27701 561271685 501(c)(3) 25000 0 book NA Social Services The Free Medical Clinic PO Box 4616 Columbia SC 29240 570779279 501(c)(3) 10000 0 book NA Health The Hive Community Circle 4704 Colonial Drive Columbia SC 29203 470992295 501(c)(3) 17000 0 book NA Health The Sophia Institute PO BOX 1738 Charleston SC 29402 571108419 501(c)(3) 20000 0 book NA Social Services The Sustainability Institute 1850 Truxtun Ave North Charleston SC 29405 582474104 501(c)(3) 25000 0 book NA Education The Village Group PO Box 700 7 Plantersville Rd Georgetown SC 29442 061749252 501(c)(3) 25000 0 book NA Education Together SC PO Box 12903 Columbia SC 29211 571057398 501(c)(3) 56500 0 book NA Social Services Tri-County Cradle to Career Collaborative 2180 McMillan Avenue Unit 71544 North Charleston SC 29415 462902337 501(c)(3) 25000 0 book NA Education Turn 90 3765 Leeds Avenue North Charleston SC 29405 460671501 501(c)(3) 45192 0 book NA Social Services United Ministries 606 Pendleton Street Greenville SC 29601 570511977 501(c)(3) 35000 0 book NA Social Services United Way Of Greenville County Incorporated On Track Greenville 105 Edinburgh Court Greenville SC 29607 570362066 501(c)(3) 45000 0 book NA Education United Way of the Midlands 1818 Blanding Street Columbia SC 29201 570314396 501(c)(3) 15000 0 book NA Education United Way of the Piedmont PO Box 5624 Spartanburg SC 29304 570314377 501(c)(3) 25000 0 book NA Social Services University of South Carolina 1600 Hampton Street Suite 612 Columbia SC 29208 576001153 501(c)(3) 70000 0 book NA Health University of South Carolina Educational Foundation 1027 Barnwell St Columbia SC 29208 576017985 501(c)(3) 80000 0 book NA Health Wholespire 2711 middleburg drive suite 301 Columbia SC 29204 571096619 501(c)(3) 20000 0 book NA Health WINGS 476 Meeting St Ste E Charleston SC 29403 571055054 501(c)(3) 30000 0 book NA Education Womens Rights And Empowerment Network 1201 Main Street Suite 1820 Columbia SC 29201 810775184 501(c)(3) 20000 0 book NA Social Services 78 0 Schedule I, Part I, Line 2 The Sisters of Charity Foundation of South Carolina begins its' grant award process by reviewing grant proposals to ensure that the Foundation guidelines are met for mission, geographic area, program area, and population served. Required documents from potential grantees include audited financial statements, IRS determination letter and IRS Form 990. After initial verification has taken place, a program officer/grants manager is assigned to each proposal. Additionally, site visits are conducted with representatives from the organization, and a narrative summary is completed for the distribution/grant committee. All proposals are then carefully reviewed by staff and the distribution/grant committee to identify those applicants that best serve the Foundation's mission and analyze proposed budgets to fulfill its' obligations as steward for the Foundation funds. After the selection process is complete, the distribution/grant committee makes its' recommendations to the Full Board of Trustees at its' next meeting. Once a grant has been awarded, grants are monitored through site visits to ensure proper use of funds. Periodic reports and budgetary information are required and reviewed for consistency and adherence to the program goals and objectives. When the grant period has ended, closed grant/final evaluation reports are completed and reviewed by program officers/grant managers for compliance with the grant agreement and used as an internal document for future funding. Grant files are archived electronically for future reference. X 0 1 0 0 0 0 0 1 0 Susanna Krey Trustee 0 341570 0 26055 0 9810 0 51210 0 18500 0 447145 0 0 Melissa J Rogers Assistant Treasurer 0 455930 0 0 0 4520 0 51210 0 26700 0 538360 0 0 Thomas Keith President - Retired July 2022 0 184715 0 32835 0 0 0 16290 0 9000 0 242840 0 0 Schedule J, Part I, Line 4 The following SCHS executive staff received payment from SCHS in the amount of $20,500 for a supplemental retirement plan (SERP): Melissa Rogers and Janice Murphy Schedule J, Part I, Line 7 The President of the Sisters of Charity Foundation of South Carolina is eligible for an incentive compensation plan. The annual bonus is calculated and approved by the Foundation Board Chair and the SCHS Board designee based on goals achieved. Form 990, Part I, Line 5 All employees of the Foundation (SCF) are paid by the Sisters of Charity Health System (SCHS), EIN 34-1379356 Form 990, Part VI, Section A, Line 6 The Foundation is the sole member of the South Carolina Center for Fathers and Families (SCCFF), and the Sisters of Charity Health System (SCHS), is the sole member of the Foundation. The reserved powers of the member include the authority to borrow or lend money, the purchase and sale of property, the appointment and renewal of the Code of Regulations and the Articles of Incorporation, the election and re-election of trustees, and the determination of corporate philosophy. Form 990, Part VI, Section A, Line 7a See explanation for line 6 Form 990, Part VI, Section A, Line 7b See explanation for line 6. Form 990, Part VI, Section A, Line 8a Minutes are taken at all board and committee meetings and are included in the board packet for each meeting. Form 990, Part VI, Section B, Line 11b The Foundation's form 990 was prepared by management. A draft was made available to all trustees prior to the filing deadline. Form 990, Part VI, Section B, Line 12c Conflicts of interest are addressed via annual questionnaires given to all trustees, officers and key employees. These are reviewed by the Foundation President. Form 990, Part VI, Section B, Line 15 For the entity officers who are paid by SCHS, the SCHS Executive Committee functions as a compensation committee of the Board which reviews compensation for the CEO, Directors, and Key Employees. Information provided to the committee includes salary, bonus and incentive compensation, deferred compensation, and other benefits. SCHS also utilizes an outside consultant which provides market data for similar positions at other organizations. Foundation compensation is the responsibility of the Foundation Board. All Foundation Board actions are subject to review by the member. Form 990, Part VI, Section C, Line 19 The Foundation makes its' governing documents, conflict of interest policy, and financial statements available upon request. Form 990, Part XI, Line 9 1) In 2022 the Foundation gave a $6M endowment to the South Carolina Center for Fathers and Families (SCCFF). 2) In 2022 Net Assets of $5M were transferred from the Foundation to its' sole member the Sisters of Charity Health System. Sisters of Charity of St Augustine Health System 2475 E 22nd Street Cleveland OH 44115 341379356 Charitable Org OH 501(c)(3) 12a N/A 0 Sisters of Charity Foundation of Cleveland 2475 E 22nd Street Cleveland OH 44115 341832698 Charitable Org OH 501(c)(3) 12a SCHS 1 Healthy Learners 2749 Laurel Street Columbia SC 29204 571127197 Charitable Org SC 501(c)(3) 10 SCHS 1 Early Childhood Resource Center 1718 Cleveland Ave Canton OH 44703 340714462 Charitable Org OH 501(c)(3) 7 SOC Foundation of Canton 1 St Vincent Charity Development Foundation 2351 E 22nd Street Cleveland OH 44115 271602445 Charitable Org OH 501(c)(3) 12a St Vincent Charity Medical Center 1 Sisters of Charity Foundation of Canton 400 Market Avenue Suite 300 Canton OH 44702 341832697 Charitable Org OH 501(c)(3) 12a Sisters of Charity of St Augustine Health System 1 Regina Health Center 5232 Broadview Road Richfield OH 44286 341722394 Retirement Community OH 501(c)(3) 10 Sisters of Charity of St Augustine Health System 1 Josephs Home 2412 Community College Avenue Cleveland OH 44115 341901676 Charitable Org OH 501(c)(3) 10 Sisters of Charity of St Augustine Health System 1 South Carolina Center for Fathers and Families 2711 Middleburg Suite 111 Columbia SC 29204 364506347 Charitable Org SC 501(c)(3) 7 Sisters of Charity Foundation of South Carolina 1 St Vincent Charity Medical Center 2351 East 22nd Street Cleveland OH 44115 340714756 Hospital OH 501(c)(3) 3 Sisters of Charity of St Augustine Health System 1 Sisters of Charity of St Augustine 5232 Broadview Road Richfield OH 44286 340714763 Religious Order OH 501(c)(3) 1 N/A 0 Light of Hearts Villa 283 Union Street Bedford OH 44146 341619270 Retirement Community OH 501(c)(3) 10 Sisters of Charity of St Augustine Health System 1 SCPH Legacy Corp 2475 East 22nd Street Cleveland OH 44115 570314409 Charitable Org SC 501(c)(3) 12a SCHS 1 St John Hospital 2475 East 22 Street Cleveland OH 44115 340714504 Hosptial OH 501(c)(3) 12a SCHS 1 St Vincent Charity Health Campus Inc 2475 East 22nd Street Cleveland OH 44115 881728967 Charitable Org OH 501(c)(3) 12a SCHS 1 St Vincent Medical Group 2351 East 22nd Street Cleveland OH 44115 341634990 Medical Services OH St Vincent Medical Center C 1 1 SCHS Insurance Co LTD 62 Forum Lane 3rd Floor Grand Cayman CJ KY1-1203 980679825 Insurance CJ SCHS C 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 South Carolina Center for Fathers and Families b 160000 Book South Carolina Center for Fathers and Families b 6000000 Book