2025-04-11T20:39:39-05:00 2024-06-30 PWC US TAX LLP 2001 MARKET STREET SUITE 1800 PHILADELPHIA PA 19103 990 2023-07-01 232181768 SURGICAL ASSOCIATES RESEARCH AND EDUCATION FOUNDATION % LINDA FLOCCO SURG 2155902700 3500 CIVIC CENTER BLVD Suite 2514 Philadelphia PA 19104 N SCOTT ADZICK MD CHAIRMAN, DIRECTOR 2155902700 2025-04-04 true true ERICA R MCREYNOLDS P00977806 2673303000 2025-03-28 2023 2025-03-06 01:10:19Z N SCOTT ADZICK MD 3500 CIVIC CENTER BLVD ROOM 2 Philadelphia PA 19104 8917416 false X N/A X 1983 PA SEE SCHEDULE O X 8 0 0 0 0 0 0 0 0 0 164406 935569 0 0 164406 935569 372000 4275000 0 0 0 0 0 0 0 9187 5177 381187 4280177 -216781 -3344608 3900896 4338156 972 4277009 3899924 61147 X SEE SCHEDULE O false false 4275000 4275000 0 TO PROVIDE SUPPORT FOR THE HEALTH CARE, SURGICAL, RESEARCH AND TEACHING SERVICES OF CHILDREN'S SURGICAL ASSOCIATES, LTD. (CSA) AND CHILDREN'S SURGICAL ASSOCIATES OF NEW JERSEY, INC. (CSA-NJ). 4275000 true false false false false false false false false false false false true true false false true false false false false false false false false false true false true false false false false false false false false false false false true false true false false false true 0 0 0 false false false false false false false false false false false false X 8 0 false false false false true true true true false false false true true true true true true false false false PA X LINDA FLOCCO 2155902707 3500 CIVIC CENTER BLVD ROOM 2514 PHILADELPHIA PA 19104 PHILIP STORM MD PRESIDENT/DIRECTOR 1.0 45.0 X X 0 2429574 61908 JESSE A TAYLOR MD DIRECTOR 1.0 45.0 X 0 2357507 62634 N SCOTT ADZICK MD CHAIRMAN, DIRECTOR 1.0 45.0 X X 0 2352176 56844 JONATHAN M CHEN MD FORMER PRESIDENT, DIRECTOR 0.0 45.0 X 0 2192630 57135 JOHN FLYNN MD DIRECTOR 1.0 45.0 X 0 1329694 63108 THOMAS KOLON MD TREASURER, DIRECTOR 1.0 45.0 X X 0 1045934 57302 MICHAEL NANCE MD DIRECTOR 1.0 45.0 X 0 958486 61908 KAREN ZUR MD VICE PRESIDENT/DIRECTOR 1.0 45.0 X X 0 952504 52338 MONTE MILLS MD FORMER DIRECTOR 0.0 45.0 X 0 732652 62220 GIL BINENBAUM MD SECRETARY, DIRECTOR 1.0 45.0 X X 0 675949 61489 0 15027106 596886 0 true true true 0 0 0 90553 90553 0 0 0 0 0 8826863 7981847 845016 845016 845016 0 0 0 0 0 0 0 0 0 0 935569 0 0 935569 4275000 4275000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5177 5177 0 0 0 0 0 0 0 0 0 0 0 0 0 4280177 4275000 5177 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3899924 61147 0 0 0 0 0 0 972 4277009 3900896 4338156 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 972 4277009 972 4277009 X 3899924 61147 0 0 3899924 61147 3900896 4338156 -3344608 -494169 X false true X true false X X 2 CHILDREN'S SURGICAL ASSOCIATES LTD 232589322 10 true 0 0 CHILDREN'S SURGICAL ASSOCIATES OF NJ 223348481 10 true 0 0 2 0 0 true false false false false false false false false false false false false false false true true false X true true SCHEDULE A, PART IV, SECTION E, LINE 2A SURGICAL ASSOCIATES RESEARCH AND EDUCATIONAL FOUNDATION ("SAREF") WAS FORMED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES TO SUPPORT CSA AND CSA-NJ AND FOR THE PURPOSE OF FUNDING RESEARCH AND DEVELOPMENT OF ACADEMIC ENDEAVORS WITHIN THESE ENTITIES. BOTH CSA AND CSA-NJ ARE ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES AND CONSTITUTE THE SURGICAL SERVICES PHYSICIAN PRACTICE PLANS FOR THE CHILDREN'S HOSPITAL OF PHILADELPHIA. SCHEDULE A, PART IV, SECTION E, LINE 2B WITHOUT SAREF, CSA AND CSA-NJ WOULD HAVE TO FUND ITS OWN RESEARCH AND DEVELOPMENT OF ANY ACADEMIC ENDEAVORS WITHIN CSA AND CSA-NJ. DUE FROM AFFILIATES 4277009 4277009 0 DUE TO AFFILIATES 4277009 4277009 441400 -494169 -494169 935569 935569 4280177 4280177 4280177 CHOP FOUNDATION 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19103 232237932 501(C)(3) 4275000 FMV N/A CAP. CAMPAIGN PLEDGE 1 SCHEDULE I, PART I, LINE 1 SURGICAL ASSOCIATES RESEARCH AND EDUCATION FOUNDATION ("SAREF") PROVIDES THIS GRANT FOR THE GENERAL SUPPORT OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION, A RELATED ORGANIZATION. SAREF ENSURES THAT THE GRANT RECIPIENT IS A TAX-EXEMPT ENTITY. false true false false false false false false false N SCOTT ADZICK MD CHAIRMAN, DIRECTOR 0 1496322 0 586896 0 268958 0 33000 0 23844 0 2409020 0 0 PHILIP STORM MD PRESIDENT/DIRECTOR 0 1790334 0 638750 0 490 0 33000 0 28908 0 2491482 0 0 KAREN ZUR MD VICE PRESIDENT/DIRECTOR 0 493067 0 459175 0 262 0 33000 0 19338 0 1004842 0 0 GIL BINENBAUM MD SECRETARY, DIRECTOR 0 400752 0 274707 0 490 0 33000 0 28489 0 737438 0 0 THOMAS KOLON MD TREASURER, DIRECTOR 0 471028 0 574154 0 752 0 33000 0 24302 0 1103236 0 0 JOHN FLYNN MD DIRECTOR 0 669134 0 659808 0 752 0 33000 0 30108 0 1392802 0 0 JESSE A TAYLOR MD DIRECTOR 0 1492720 0 864616 0 171 0 33000 0 29634 0 2420141 0 0 MICHAEL NANCE MD DIRECTOR 0 610334 0 300000 0 48152 0 33000 0 28908 0 1020394 0 0 JONATHAN M CHEN MD FORMER PRESIDENT, DIRECTOR 0 1592140 0 600000 0 490 0 33000 0 24135 0 2249765 0 0 MONTE MILLS MD FORMER DIRECTOR 0 414943 0 316957 0 752 0 33000 0 29220 0 794872 0 0 SCHEDULE J, PART I, LINE 4B N SCOTT ADZICK, MD - 266,610 SCHEDULE J, PART II SURGICAL ASSOCIATES RESEARCH AND EDUCATION FOUNDATION (SAREF) IS A SUBSIDIARY OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA. SAREF'S PHYSICIANS, WHO ARE COMMON LAW EMPLOYEES, ARE W-2 EMPLOYEES OF EITHER THE UNIVERSITY OF PENNSYLVANIA (AN UNRELATED ORGANIZATION) OR THE CHILDREN'S HOSPITAL OF PHILADELPHIA (A RELATED ORGANIZATION). FED HERMES TREASURY OBLIG PRM-I #576 2024-06-24 4275000 Market Sale Price 232589322 CHILDREN'S SURGICAL ASSOCIATES LT 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C) (3) AMER FNDS EUROPAC GROW-F3 2024-06-24 341566 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LTD 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C) (3) ARTISAN INTL VALUE FUND-INS 2024-06-24 349506 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LTD 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C) (3) FIDELITY 500 INDEX FD PREM 2024-06-24 1071746 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LTD 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C) (3) FIDELITY US BOND INDEX 2024-06-24 1684449 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LTD 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C) (3) ISHARES RUSSELL 2000 ETF 2024-06-24 325517 Market Sale Price 232589322 CHILDREN'S SURGICAL ASSOCIATES LTD 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C) (3) ISHARES RUSSELL MIDCAP VALUE ETF 2024-06-24 123632 Market Sale Price 232589322 CHILDREN'S SURGICAL ASSOCIATES LTD 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C) (3) ISHARES CORE MSCI EMERGING MKTS ETF 2024-06-24 222451 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LTD 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C) (3) ISHARES RUSSELL MIDCAP GROWTH ETF 2024-06-24 123986 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LTD 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C) (3) FED HERMES TREASURY OBLIG PRM-I #576 2024-06-26 56373 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LTD 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C) (3) false false false false FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 1 SUPPORTS MEDICAL AND SURGICAL CARE FOR PATIENTS AND EDUCATIONAL RESEARCH AND ADMINISTRATIVE SERVICES TO THE CHILDREN'S HOSPITAL OF PHILADELPHIA AND THE UNIVERSITY OF PENNSYLVANIA OF MEDICINE. FORM 990, PART VI, SECTION A, LINE 6 CERTAIN OF THE ORGANIZATION'S AFFILIATED ENTITIES SERVE AS MEMBERS, WITHOUT ECONOMIC RIGHTS IN THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A CERTAIN DIRECTORS ON THE ORGANIZATION'S BOARD ARE APPOINTED AS A RESULT OF HOLDING PARTICULAR POSITIONS AT CHOP OR CERTAIN OF ITS AFFILIATES. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN ACTIONS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION, SUCH AS AMENDMENTS TO THE BYLAWS, ARE SUBJECT TO APPROVAL BY THE CHILDREN'S HOSPITAL OF PHILADELPHIA PRACTICE ASSOCIATION (CHOPPA), A RELATED ORGANIZATION THAT COORDINATES MANY ACTIVITIES OF THE PRACTICE PLANS AFFILIATED WITH THE CHILDREN'S HOSPITAL OF PHILADELPHIA. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO ITS FILING, A COPY OF THIS RETURN WAS REVIEWED WITH THE AUDIT, COMPLIANCE, AND RISK COMMITTEE OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA BOARD AND MADE AVAILABLE TO ALL MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12 THE CHILDREN'S HOSPITAL OF PHILADELPHIA MAINTAINS A CONFLICTS OF INTEREST PROGRAM PURSUANT TO ITS WRITTEN CONFLICTS OF INTEREST (COI) POLICY APPLICABLE TO THE HOSPITAL AND ITS AFFILIATES. THE POLICY REQUIRES SUBMISSION OF ANNUAL CONFLICT OF INTEREST DISCLOSURES BY TRUSTEES, OFFICERS MEMBERS OF SENIOR MANAGEMENT, MEMBERS OF THE MEDICAL STAFF, RESEARCHERS, AND CERTAIN OTHERS EMPLOYED BY OR AFFILIATED WITH THE HOSPITAL AND ITS AFFILIATES TO THE HOSPITAL'S OFFICE OF COMPLIANCE AND PRIVACY (OCP). THE DISCLOSURES COVER GIFTS, OUTSIDE INTERESTS, OUTSIDE ACTIVITIES AND OTHER MATTERS THAT MAY CONSTITUTE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST. DISCLOSURES SUBMITTED BY TRUSTEES, OFFICERS, AND MEMBERS OF SENIOR MANAGEMENT (INCLUDING KEY EMPLOYEES) ARE REVIEWED BY THE OCP AND THE OFFICE OF GENERAL COUNSEL AND SUMMARIES ARE REVIEWED BY THE AUDIT, COMPLIANCE AND RISK COMMITTEE OF THE BOARD. WHERE APPROPRIATE, WRITTEN COI MANAGEMENT PLANS ARE PUT IN PLACE AND MONITORED FOR COMPLIANCE BY THE OCP. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE CONFLICTS OF INTEREST POLICY IS AVAILABLE ON THE CHILDREN'S HOSPITAL OF PHILADELPHIA'S WEBSITE. 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