2024-05-14T18:02:46-05:00 2022-07-01 470617373 COMMONSPIRIT HEALTH 198 INVERNESS DRIVE WEST ENGLEWOOD CO 80112 990EZ 2022-07-01 742351158 ST JOSEPH FOUNDATION OF BRYAN TEXAS STJO 9797763777 2801 FRANCISCAN DRIVE BRYAN TX 77802 AUSTIN JONES VP FINANCE 9797763777 2024-05-14 1 AUSTIN JONES 999009999 0 HEATHER ADKINS P01725376 3032989100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X X HTTP://STJOSEPH.STLUKESHEALTH.ORG/ X X 0 X 0 0 0 1905834 -1905834 0 X 2111780 0 2363389 0 4475169 0 2569335 0 1905834 0 X TO SUPPORT THE HOSPITAL AND ITS GROUNDBREAKING WORK. THE FOUNDATION DEVELOPS NEW MEDICAL TECHNOLOGY, CANCER RESEARCH, AND SCHOLARSHIPS TOWARD DEGREES IN THE MEDICAL FIELD. ON 7/1/2022, THE ASSETS AND BUSINESS OPERATIONS OF ST. JOSEPH FOUNDATION OF BRYAN TEXAS WERE TRANSFERRED TO ST. LUKE'S FOUNDATION. 0 0 0 X T DOUGLAS LAWSON PHD CEO CHI TEXAS DIV. / EX-OFFICIO TRU 1.00 0 0 0 JAMES WHITE MD BOARD MEMBER 1.00 0 0 0 THERON PARK MARKET PRESIDENT/CEO/CHI SJH 1.00 0 0 0 MICHAEL STEINES MD BOARD MEMBER 1.00 0 0 0 KIA PARSI MD FORMER INTERIM PRES/CEO, EX-OFFICIO 1.00 0 0 0 RICARDO DIAZ FORMER COO 1.00 0 0 0 AUSTIN JONES VP OF FINANCE 1.00 0 0 0 LAURA SURVANT INTERIM VP OF FINANCE 1.00 0 0 0 PAUL GOEN MD CHIEF OF MEDICAL STAFF 1.00 0 0 0 ANTONIO ARREOLA-RISA PHD BOARD MEMBER 1.00 0 0 0 FRANK ASHLEY BOARD MEMBER 1.00 0 0 0 JAMES BLAIR III CHAIR (THRU 7/19/21)/BOARD MEMBER 1.00 0 0 0 X 0 0 0 0 1 0 0 0 0 0 0 0 0 0 KEVIN WALTERS 2801 FRANCISCAN DRIVE BRYAN TX 778022544 9797763777 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 1 CATHOLIC HEALTH CARE FEDERATION 000000000 1 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 PART IV, SECTION A, LINE 1: ST. JOSEPH FOUNDATION OF BRYAN TEXAS' ARTICLES OF INCORPORATION SPECIFICALLY DESIGNATE CATHOLIC HEALTH CARE FEDERATION AS ITS PUBLICLY SUPPORTED ORGANIZATION AND DESIGNATE, BY PURPOSE, SUCH OTHER CHARITABLE ORGANIZATIONS, THE PURPOSES OF WHICH ARE TO EMBODY THE MISSION OF THE HEALING MINISTRY OF JESUS IN THE CHURCH THROUGH OWNERSHIP, MANAGEMENT, OR GOVERNANCE OF HEALTH MINISTRIES, OR THE OFFERING OF OR SUPPORTING OF CHARITABLE AND RELIGIOUS PROGRAMS OR SERVICES CONSISTENT WITH SUCH PURPOSES, IN KEEPING WITH THE GOSPEL IMPERATIVE. PART IV, SECTION A, LINE 2: ST. JOSEPH FOUNDATION OF BRYAN TEXAS IS ORGANIZED AND OPERATED, WITHIN THE MEANING OF SECTION 509(A)(3)(A) OF THE INTERNAL REVENUE CODE OF 1986, AS NOW IN EFFECT OR AS SUBSEQUENTLY AMENDED ("IRC"), EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND/OR TO CARRY OUT THE RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE IRC, OF CATHOLIC HEALTH CARE FEDERATION ("CHCF"), A PUBLIC JURIDIC PERSON WITHIN THE MEANING OF THE CODE OF CANON LAW FOR THE ROMAN CATHOLIC CHURCH ("CANON LAW"), INCLUDING BY SUPPORTING SUCH OTHER CHARITABLE ORGANIZATIONS, THE PURPOSES OF WHICH ARE TO EMBODY THE MISSION OF THE HEALING MINISTRY OF JESUS IN THE CHURCH THROUGH OWNERSHIP, MANAGEMENT, OR GOVERNANCE OF HEALTH MINISTRIES, OR THE OFFERING OF OR SUPPORTING OF CHARITABLE AND RELIGIOUS PROGRAMS OR SERVICES CONSISTENT WITH SUCH PURPOSES, IN KEEPING WITH THE GOSPEL IMPERATIVE. BECAUSE CHCF IS PART OF THE ROMAN CATHOLIC CHURCH, IT IS NOT REQUIRED TO APPLY FOR RECOGNITION OF EXEMPT STATUS PURSUANT TO IRC 508(C). BY VIRTUE OF ITS DECREE OF CANONICAL ERECTION BY THE CONGREGATION FOR INSTITUTES OF CONSECRATED LIFE AND SOCIETIES OF APOSTOLIC LIFE, CHCF IS A PUBLIC JURIDIC PERSON OF PONTIFICAL RIGHT, SUBJECT TO THE DIRECT OVERSIGHT AND JURISDICTION OF THE APOSTOLIC SEE IN THE VATICAN. AS A PUBLIC JURIDIC PERSON IN THE CHURCH, CHCF IS THE JURIDICAL EQUIVALENT OF A DIOCESE OR PARISH OR RELIGIOUS ORDER IN THE CATHOLIC CHURCH. AS A PUBLIC JURIDIC PERSON, CHCF IS NOT MERELY AFFILIATED WITH THE CATHOLIC CHURCH; IT IS THE CATHOLIC CHURCH, AN OFFICIAL PART OF THE CHURCH ITSELF, WITH A MUNUS OR DUTY ASSIGNED TO IT BY THE CHURCH, AND ABLE TO ACT PUBLICLY IN THE NAME OF THE CHURCH. THE CONGREGATION FOR INSTITUTES OF CONSECRATED LIFE AND SOCIETIES OF APOSTOLIC LIFE BY DECREE DATED JUNE 8, 1991, CONFERRED PUBLIC JURIDIC PERSONALITY IN THE CHURCH ON CHCF, STATING THAT CHCF WAS "TO BE GOVERNED IN ACCORDANCE WITH CANON LAW AND ITS OWN APPROVED STATUTES". PART IV, SECTION B, LINE 2: THE ORGANIZATION OPERATES EXCLUSIVELY TO SUPPORT OR BENEFIT ITS PUBLICLY SUPPORTED ORGANIZATION BY SUPPORTING ORGANIZATIONS, OTHER THAN A PRIVATE FOUNDATION, WHICH ARE DESCRIBED IN SECTION 501(C)(3) AND ARE OPERATED, SUPERVISED, OR CONTROLLED DIRECTLY BY OR IN CONNECTION WITH SUCH PUBLICLY SUPPORTED ORGANIZATIONS, OR WHICH IS DESCRIBED IN SECTION 511(A)(2)(B). NO PART OF THE ORGANIZATION'S ACTIVITIES IS IN FURTHERANCE OF A PURPOSE OTHER THAN SUPPORTING OR BENEFITING ONE OR MORE SPECIFIED PUBLICLY SUPPORTED ORGANIZATIONS. NET ASSETS OF ST. JOSEPH FOUNDATION OF BRYAN TEXAS 2022-07-01 1905834 BOOK VALUE 453811485 ST LUKE'S FOUNDATION 1213 HERMANN DRIVE 855 HOUSTON TX 77004 501 (C) (3) 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: T. DOUGLAS LAWSON, PHD PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: DR. LAWSON WAS AN OFFICER OF ST. JOSEPH FOUNDATION OF BRYAN TEXAS. DR. LAWSON WAS ALSO SERVING AS AN OFFCIER AND DIRECTOR OF ST. LUKE'S FOUNDATION. HE REMAINED IN HIS ROLE AS OFFICER AND DIRECTOR OF THE TRANSFEREE ORGANIZATION, ST. LUKE'S FOUNDATION. SCHEDULE N, PART I ON 7/1/2022, THE ASSETS AND BUSINESS OPERATIONS OF ST. JOSEPH FOUNDATION OF BRYAN TEXAS WERE TRANSFERRED TO ST. LUKE'S FOUNDATION (45-3811485), A RELATED SECTION 501(C)(3) ORGANIZATION. ALL AMOUNTS TRANSFERRED ARE USED BY ST. LUKE'S FOUNDATION IN SUPPORT OF THEIR TAX EXEMPT PURPOSE. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: NET ASSETS TRANSFERRED TO ST. LUKE'S FOUNDATION. AMOUNT: -1,905,834. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PLEDGES AND GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 134,477. END OF YEAR AMOUNT: 0. DESCRIPTION: INVESTMENTS - OTHER SECURITIES. BEG. OF YEAR AMOUNT: 2,179,460. END OF YEAR AMOUNT: 0. DESCRIPTION: INTANGIBLE ASSETS. BEG. OF YEAR AMOUNT: 11,593. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 37,859. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 202,135. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER LIABILITIES. BEG. OF YEAR AMOUNT: 2,367,200. END OF YEAR AMOUNT: 0. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.