2024-05-09T13:10:37-05:00 2023-06-30 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-07-01 161486437 ST JAMES HOSPITAL FOUNDATION INC STJA 6072472200 7329 SENECA ROAD NORTH HORNELL NY 14843 CHRISTOPHER GRAHAM CHIEF FINANCIAL OFFICER 5027245681 2024-05-09 1 CHRISTOPHER GRAHAM 999009999 1 AIMEE JOZIC P01329472 5853811000 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WENDY DISBROW 7329 SENECA ROAD NORTH HORNELL NY 14843 155536 0 X WWW.URMC.ROCHESTER.EDU/ST-JAMES/PATIENTS-VISITORS X 1994 NY ST. JAMES HOSPITAL FOUNDATION, INC. STRIVES TO PROVIDE RESOURCES TO BENEFIT ST. JAMES HOSPITAL, ESTABLISHING PROGRAMS THAT ENCOURAGE A STRONG TRADITION OF CHARITABLE GIVING IN ORDER TO SUSTAIN AND INCREASE HEALTH CARE SERVICES IN THE REGION WE SERVE, NOW AND INTO THE FUTURE. 11 9 0 17 0 0 48179 80672 20577 51022 13815 16114 34946 -1211 117517 146597 885988 90772 0 0 22091 32619 0 0 0 25430 37390 933509 160781 -815992 -14184 1358481 1428475 345919 383219 1012562 1045256 THE ST. JAMES HOSPITAL FOUNDATION STRIVES TO PROVIDE RESOURCES TO BENEFIT THE ST. JAMES HOSPITAL, ESTABLISHING PROGRAMS THAT ENCOURAGE A STRONG TRADITION OF CHARITABLE GIVING IN ORDER TO SUSTAIN AND INCREASE HEALTH CARE SERVICES IN THE REGION WE SERVE, NOW AND INTO THE FUTURE. 0 0 91689 90772 ST. JAMES FOUNDATION PROVIDES PHILANTHROPIC SUPPORT SOLELY TO ST. JAMES HOSPITAL THROUGH GIFTS FROM INDIVIDUALS, CORPORATIONS AND PUBLIC ENTITIES. THE FOUNDATION HELPS TO ACCOMPLISH THE PRIORITIES OF ST. JAMES HOSPITAL THROUGH FUNDRAISING, VOLUNTEERISM AND STEWARDSHIP. 66346 51022 THE AQUINAS GIFT SHOP IS A PROGRAM SERVICE FOR ST. JAMES FOUNDATION. THE AQUINAS GIFT SHOP IS STAFFED BY EMPLOYEES OF ST. JAMES HOSPITAL AND VOLUNTEERS. 158035 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X CHRISTOPHER GRAHAM 6072472200 7329 SENECA ROAD NORTH HORNELL NY 14843 STEVEN GOLDSTEIN BOARD MEMBER 1.00 71.00 X 0 3306549 209673 JAMIE DOLL BOARD MEMBER 1.00 14.00 X 0 27758 31 LISA SCHWARTZ CHAIR 1.00 X X 0 0 0 CHRIS CLARK BOARD MEMBER 1.00 X 0 0 0 JESSE ELLS BOARD MEMBER 1.00 X 0 0 0 CHRISTINE MCDANIELS BOARD MEMBER 1.00 X 0 0 0 STEVE PECK BOARD MEMBER 1.00 X 0 0 0 VALERIE SLAGHT BOARD MEMBER 1.00 X 0 0 0 TRACY STILLMAN BOARD MEMBER 1.00 X 0 0 0 DENISE TYCHI BOARD MEMBER 1.00 X 0 0 0 MARK YOUNG BOARD MEMBER 1.00 X 0 0 0 JAMES WRIGHT INTERIM CFO UNTIL 11/20/2022 1.00 40.00 X 0 245773 26189 WENDY DISBROW CHIEF EXECUTIVE OFFICER 1.00 40.00 X 0 101721 6105 DEBRA MICHALEK INTERIM CFO EFFECTIVE 11/21/2022 1.00 20.00 X 0 0 0 0 3681801 241998 0 0 1 0 0 34453 46219 1585 80672 AQUINAS GIFT SHOP 900099 51022 51022 51022 16114 16114 7728 34453 8939 -1211 -1211 146597 51022 0 14903 90772 90772 30356 27790 2566 2263 2083 180 43 43 GIFT SHOP EXPENSES 36473 36473 OTHER EXPENSES 874 874 160781 158035 2746 0 239724 317616 447488 373978 9445 12982 661824 723899 1358481 1428475 2179 539 343740 382680 345919 383219 X 201344 263344 811218 781912 1012562 1045256 1358481 1428475 -14184 46878 0 X X 0 1 X 1 0 X 114153 1279803 74612 48179 46219 1562966 114153 1279803 74612 48179 46219 1562966 1562966 65 112022 122837 13815 16114 264853 61502 50502 47460 20577 51022 231063 2058882 0.75910 0.76630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26366 26366 26366 26366 26366 26366 26366 26366 26366 26366 1.00000 0 0 0 ASSETS LIMITED AS TO USE 713020 DUE FROM AFFILIATES 10879 723899 DUE TO AFFILIATES 382680 382680 SCHEDULE D, PART V, LINE 4 ST. JAMES FOUNDATION RAISES CHARITABLE GIFTS TO MAKE POSSIBLE A RANGE OF FACILITIES IMPROVEMENTS, CAPITAL EQUIPMENT, AND PROGRAM INTIATIVES FOR ST. JAMES HOSPITAL. GOLF TOURNAMENT 35899 28903 6996 3160 3991 SPRING FLING 6282 5550 732 1325 463 42181 34453 7728 1325 3160 4454 8939 -1211 1 ST JAMES HOSPITAL 7329 SENECA ROAD NORTH HORNELL NY 14843 160743310 501(C)(3) 90772 0 FINANCIAL SUPPORT 1 PART I, LINE 2: SUPPORT IS PROVIDED TO RELATED 501(C)(3) ORGANIZATION ONLY. X X X X 0 1 0 0 0 0 0 0 0 STEVEN GOLDSTEIN BOARD MEMBER 0 1509252 0 0 0 1797297 0 188712 0 20961 0 3516222 0 1701400 JAMES WRIGHT INTERIM CFO UNTIL 11/20/2022 0 215841 0 25000 0 4932 0 0 0 26189 0 271962 0 0 PART I, LINE 4B THE FOLLOWING INDIVIDUAL PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED EMPLOYER PAID AMOUNTS THAT ARE INCLUDED IN DEFERRED COMPENSATION: STEVEN GOLDSTEIN - SERP PLAN - $159,400 THE FOLLOWING INDIVIDUAL PARTICIPATED IN A SUPPLEMENTAL NONQUALIFED RETIREMENT PLAN AND RECEIVED EMPLOYER PAID AMOUNTS THAT ARE INCLUDED IN OTHER REPORTABLE COMPENSATION: STEVEN GOLDSTEIN - 457(F) PLAN - $1,701,400 THESE AMOUNTS REPRESENT EMPLOYEE DEFFERALS OF COMPENSATION, PLUS INVESTMENT EARNINGS, OVER SEVERAL YEARS THAT VESTED AND WERE PAID PURSUANT TO THE REQUIREMENTS OF THE PLAN. THE EMPLOYEE DEFERRALS WERE REPORTED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN C IN PRIOR YEARS AND ARE ALSO REFLECTED IN SCHEDULE J, PART II, COLUMN F. FORM 990, PART VI, SECTION A, LINE 3 A MANAGEMENT COMPANY WAS USED TO CONTRACT THE INTERIM CHIEF FINANCIAL OFFICER POSITION FOR ST. JAMES HOSPITAL AND AFFILIATES. THE AMOUNT THAT ST. JAMES HOSPITAL PAID TO THE MANAGEMENT COMPANY WAS $178,031. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF ST. JAMES FOUNDATION (FOUNDATION) IS ST. JAMES HOSPITAL (HOSPITAL). THE HOSPITAL ACTING THROUGH ITS BOARD OF DIRECTORS, HAS THE AUTHORITY TO ELECT THE GOVERNING BODY OF THE FOUNDATION AND APPROVE CERTAIN DECISIONS. SUCH DECISIONS INCLUDE APPOINTMENT OF THE FOUNDATION EXECUTIVE DIRECTOR, AMENDMENT OF THE CERTIFICATE OF INCORPORATION AND BYLAWS, APPROVAL OF EXTRAORDINARY CORPORATE ACTIONS SUCH AS MERGER OR DISSOLUTION, APPROVAL OF CAPITAL AND OPERATING BUDGETS, STRATEGIC PLANS AND INCURRENCE OF CERTAIN DEBT. FORM 990, PART VI, SECTION A, LINE 7A REFER TO SCHEDULE O, MEMBERSHIP INFORMATION, FORM 990 PART VI SECTION A LINE 6 FORM 990, PART VI, SECTION A, LINE 7B REFER TO SCHEDULE O, MEMBERSHIP INFORMATION, FORM 990 PART VI SECTION A LINE 6 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS MADE AVAILABLE TO EACH BOARD MEMBER. ST. JAMES HOSPITAL FOUNDATION HAS DESIGNATED THE STRATEGIC PLANNING & FINANCE/AUDIT COMMITTEE OF ST. JAMES HOSPITAL AS THE GROUP TO BE EDUCATED AND TO REVIEW THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C A CALL FOR CONFLICTS OF INTEREST IS PART OF EVERY BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 ST. JAMES FOUNDATION'S FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. ST. JAMES FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE NOT ROUTINELY MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FFT SENIOR COMMUNITIES INC 1 FERRIS HILLS CANANDAIGUA NY 14424 161557494 ELDER CARE NY 501(C)(3) LINE 10 FF THOMPSON HEALTH SYSTEM INC 0 HIGHLAND COMMUNITY DEVELOPMENT CORP - 100 HAHNEMANN TRAIL PITTSFORD NY 14534 223154715 ELDER CARE NY 501(C)(3) LINE 10 STRONG PARTNERS HEALTH SYSTEM INC 0 HIGHLAND HOSPITAL OF ROCHESTER 1000 SOUTH AVENUE ROCHESTER NY 14620 160743037 HOSPITAL NY 501(C)(3) LINE 3 STRONG PARTNERS HEALTH SYSTEM INC 0 THE HIGHLAND FOUNDATION INC 1000 SOUTH AVENUE ROCHESTER NY 14620 237310662 FUNDRAISING NY 501(C)(3) LINE 12A, I HIGHLAND HOSPITAL OF ROCHESTER 0 HIGHLAND FACILITIES DEVELOPMENT CORPORATION 1000 SOUTH AVENUE ROCHESTER NY 14620 223039077 MEDICAL BLDG NY 501(C)(3) LINE 10 HIGHLAND HOSPITAL OF ROCHESTER 0 LIVINGSTON HEALTH CARE SYSTEM INC 111 CLARA BARTON STREET DANSVILLE NY 14427 161455240 SUPPORT ORG NY 501(C)(3) LINE 12A, I UNIVERSITY OF ROCHESTER 0 RED JACKET CENTER INC 111 CLARA BARTON STREET DANSVILLE NY 14427 161037658 MEDICAL BLDG NY 501(C)(3) LINE 12A, I 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LINE 10 UR MEDICINE HOME CARE INC 0 UR MEDICINE HOME CARE LICENSED SERVICES INC 2180 EMPIRE BOULEVARD WEBSTER NY 14580 161561691 HEALTHCARE NY 501(C)(3) LINE 10 UR MEDICINE HOME CARE INC 0 UR MEDICINE HOME CARE CERTIFIED SERVICES INC 2180 EMPIRE BOULEVARD WEBSTER NY 14580 160743215 HEALTHCARE NY 501(C)(3) LINE 10 UR MEDICINE HOME CARE INC 0 UR MEDICINE HOME CARE INC 2180 EMPIRE BOULEVARD WEBSTER NY 14580 222577664 FUNDRAISING NY 501(C)(3) LINE 7 UNIVERSITY OF ROCHESTER 0 UR MEDICINE HOME CARE FOUNDATION INC 2180 EMPIRE BOULEVARD WEBSTER NY 14580 831912967 SUPPORT ORG NY 501(C)(3) LINE 12A, I UR MEDICINE HOME CARE INC 0 NEXTCORPS INC 260 EAST MAIN STREET SUITE 6000 ROCHESTER NY 14604 161195028 BUSINESS INCUB NY 501(C)(3) LINE 7 UNIVERSITY OF ROCHESTER 0 UR REAL ESTATE CORPORATION 263 WALLIS HALL ROCHESTER NY 14627 271140014 SUPPORT ORG NY 501(C)(3) LINE 12A, I UNIVERSITY OF ROCHESTER 0 MELIORA REAL ESTATE CORPORATION 263 WALLIS HALL ROCHESTER NY 14627 452464788 SUPPORT ORG NY 501(C)(3) LINE 12A, I UNIVERSITY OF ROCHESTER 0 EXCELL PARTNERS INC 343 STATE STREET KODAK TOWER 2ND FL ROCHESTER NY 14650 201862628 ECONOMIC DEV NY 501(C)(4) UNIVERSITY OF ROCHESTER 0 FF THOMPSON HEALTH SYSTEM INC 350 PARRISH STREET CANANDAIGUA NY 14424 222959987 SUPPORT ORG NY 501(C)(3) LINE 12A, I UNIVERSITY OF ROCHESTER 0 MM EWING CONTINUING CARE CENTER 350 PARRISH STREET CANANDAIGUA NY 14424 237046583 HEALTHCARE NY 501(C)(3) LINE 3 FF THOMPSON HEALTH SYSTEM INC 0 THE FREDERICK FERRIS THOMPSON HOSPITAL 350 PARRISH STREET CANANDAIGUA NY 14424 160743024 HOSPITAL NY 501(C)(3) LINE 3 FF THOMPSON HEALTH SYSTEM INC 0 THE FF THOMPSON FOUNDATION INC 350 PARRISH STREET CANANDAIGUA NY 14424 222959984 FUNDRAISING NY 501(C)(3) LINE 7 FF THOMPSON HEALTH SYSTEM INC 0 ST JAMES HOSPITAL 7329 SENECA ROAD NORTH HORNELL NY 14843 160743310 HOSPITAL NY 501(C)(3) LINE 3 UNIVERSITY OF ROCHESTER 0 NICHOLAS H NOYES MEMORIAL HOSPITAL INC 111 CLARA BARTON STREET DANSVILLE NY 14427 160743979 HOSPITAL NY 501(C)(3) LINE 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810723223 INVESTMENT FUND NY ETV INC 0 0 EXCELL PARTNERS INNOVATE TC FUND LP 343 STATE STREET KODAK TOWER 2ND FL ROCHESTER NY 14650 810711015 INVESTMENT FUND NY ETV INC 0 0 FINGER LAKES VENTURE FUND LP 343 STATE STREET KODAK TOWER 2ND FL ROCHESTER NY 14650 833941257 INVESTMENT FUND NY ETV INC 0 0 MEDICAL ADMINISTRATIVE ASSOCIATES INC 777 SOUTH CLINTON AVENUE ROCHESTER NY 14620 161354319 RETAIL PHARMACY NY HIGHLD HOSP C 0 UR EQUITY HOLDINGS INC 110 OFFICE PARK WAY PITTSFORD NY 14534 273040889 HOLDING CO DE UNIV OF ROCH C 0 FFTH PROPERTIES AND SERVICES INC 350 PARRISH STREET CANANDAIGUA NY 14424 161286518 HOLDING CO NY THS C 0 EXCELL TECHNOLOGY VENTURES INC 343 STATE STREET KODAK TOWER 2ND FL ROCHESTER NY 14650 800909149 BIOTECH INCUBATOR NY ROCH BIOVENTURE C 0 ACCOUNTABLE HEALTH PARTNERS LLC 135 CORPORATE WOODS STE 320 ROCHESTER NY 14623 300787967 ACCT CARE NETWORK NY UNIV OF ROCH C 0 LUMINATE VENTURE CHALLENGE CORP 260 EAST MAIN STREET SUITE 6000 ROCHESTER NY 14604 823954131 BUSINESS INCUB NY NEXTCORPS INC C 0 ACCOUNTABLE HEALTH PARTNERS IPA LLC 135 CORPORATE WOODS STE 320 ROCHESTER NY 14623 371746016 INDEP PRACTICE ASSOC NY AHP LLC C 0 AHP INSURANCE COMPANY 76 ST PAUL STREET SUITE 500 BURLINGTON VT 05401 814644839 CAPTIVE INSURANCE CO VT AHP LLC C 0 HORNELL MEDICAL VILLAGE LLC 7100 ROUTE 70A HORNELL NY 14843 611886763 HOLD REAL ESTATE NY ST JAMES HOSP C 0 ROCHESTER BIOVENTURE CENTER INC 601 ELMWOOD AVENUE BOX 706 ROCHESTER NY 14642 202485999 BIOTECH INCUBATOR NY UNIV OF ROCH C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0