2025-04-25T09:12:37-05:00 2024-12-31 844049075 HALEY & WOODS LLP 4220 CAHABA HEIGHTS COURT SUITE 201 BIRMINGHAM AL 35243 990 2024-01-01 636062097 BAPTIST HEALTH FOUNDATION INC BAPT 2057154631 1130 22ND ST S STE 3200 BIRMINGHAM AL 352052870 ALISON SCOTT EXECUTIVE DIRECTOR 2057154631 2025-04-25 1 1 JESSICA WOODS P02351080 2052771529 2025-04-16 2024 2025-03-06 01:10:19Z ALISON SCOTT 1130 22ND ST S STE 3200 BIRMINGHAM AL 352052870 9773823 0 X WWW.BAPTISTHEALTHFOUNDATION.COM X 1967 AL TO ASSIST, ADVANCE AND STRENGTHEN BROOKWOOD BAPTIST HEALTH SYSTEM'S CHARITABLE ENDEAVORS BY SUPPORTING ITS HEALTHCARE MINISTRY AND MEDICAL EDUCATION PROGRAM. 14 14 0 125 0 0 3056414 4779399 0 0 537170 704904 -207673 -205497 3385911 5278806 2592437 2650921 0 0 0 0 0 0 0 504648 555461 3097085 3206382 288826 2072424 38436203 41743943 806406 713536 37629797 41030407 X TO PROVIDE CHARITABLE RESOURCES TO SUPPORT THE CONTINUED IMPROVEMENT OF HEALTH, PROVIDE SOCIAL ASSISTANCE AND PROMOTE EDUCATION FOR COMMUNITIES SERVED BY THE BAPTIST HEALTH SYSTEM'S JOINT VENTURED HOSPITALS IN A WAY THAT FURTHERS THE HEALING MINISTRY OF JESUS CHRIST. 0 0 1416549 1416549 PROVIDE FOR CHARITY CARE AND BENEVOLENCE TO THE PATIENTS AND EMPLOYEES OF THE BROOKWOOD BAPTIST HEALTH SYSTEM WHO HAVE DEMONSTRATED NEED FOR FINANCIAL ASSISTANCE. THE BAPTIST HEALTH FOUNDATION WAS ABLE TO PROVIDE ASSISTANCE TO OVER 500 PATIENTS AND 28 EMPLOYEES DURING THE YEAR.$ 1,293,302 INDIGENT PATIENT CARE $ 73,008 PATIENT ASSISTANCE$ 50,239 EMPLOYEE ASSISTANCE$ 1,416,549 TOTAL 707355 707355 PROVIDE ASSISTANCE FOR CHARITABLE PROGRAMS OF THE BROOKWOOD BAPTIST HEALTH SYSTEM TO IMPROVE PATIENT CARE AND EDUCATION OF RESIDENTS IN CENTRAL ALABAMA. DURING THE YEAR THE FOLLOWING FUNDS WERE USED TO SUPPORT PROGRAMS WITHIN THE BROOKWOOD BAPTIST HEALTH SYSTEM.$389,769 PASTORAL CARE - CHAPLAIN SUPPORT, EDUCATION AND BABY BIBLES $304,641 HOSPITAL SUPPORT- TRAINING MANIKINS, EDUCATION ROOM RENOVATIONS AND OTHER$ 10,689 SUPPORT OF MEDICAL EDUCATION$ 2,256 PATIENT AND EMPLOYEE SUPPORT PROGRAMS - HEALTH FAIRS, ETC.$707,355 TOTAL 435000 435000 THE BAPTIST HEALTH FOUNDATION PROVIDES GRANTS TO NONPROFIT ENTITIES WITH SIMILAR MISSIONS AND VALUES FOR VARIOUS HEALTHCARE NEEDS. DURING THE CURRENT YEAR, THE FOUNDATION AWARDED $435,000 TO 42 DIFFERENT NONPROFIT ENTITIES. SEE SCHEDULE I FOR THOSE ENTITIES RECEIVING GREATER THAN $5,000 INDIVIDUALLY. 92017 92017 THE BAPTIST HEALTH FOUNDATION PROVIDES SCHOLARSHIPS AND PROGRAMS FOR STUDENTS WHO HAVE EITHER SHOWN AN INTEREST IN HEALTHCARE OR ARE CURRENTLY PURSUING A DEGREE IN HEALTHCARE AS WELL AS PROVIDES FUNDING FOR EMPLOYEES AND COMMUNITY MEMBERS TO PARTICIPATE IN MISSION TRIPS WITH LOCAL CHURCHES OR AS PART OF MEDICAL MISSIONS WITH LOCAL PHYSICIANS.$ 67,000 SAMFORD SCHOOL OF NURSING SCHOLARSHIPS (8 SCHOLARSHIPS)$ 10,000 UNIVERSITY OF MONTEVALLO NURSING SCHOLARSHIPS (1 AWARD)$ 15,017 MEDICAL MISSION TRIPS$ 92,017 TOTAL 92017 92017 2650921 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 28 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL X ERIC JEFFRIES 2057154631 1130 22ND ST S STE 3200 BIRMINGHAM AL 352052870 X X RAGAN CAIN DIRECTOR 1.00 X 0 0 0 BOB GREENE CHAIR, FINANCE COMMITTEE 1.00 X X 0 0 0 BRENDA HACKNEY DIRECTOR 1.00 X 0 0 0 JOHN SCOTT JR CHAIRMAN 1.00 X X 0 0 0 JIM FOYT DIRECTOR 1.00 X 0 0 0 BAKER CROW DIRECTOR 1.00 X 0 0 0 CHRIS MITCHELL SECRETARY 1.00 X X 0 0 0 MALCOLM MORROW DIRECTOR 1.00 X 0 0 0 JENNY SNEED VICE CHAIRMAN 1.00 X X 0 0 0 AMY ALLEN EX-OFFICIO MEMBER 1.00 X 0 0 0 LINDSEY PUCKETT DIRECTOR 1.00 X 0 0 0 JENNIFER SANDERS DIRECTOR 1.00 X 0 0 0 MELONDIE CARTER DIRECTOR 1.00 X 0 0 0 CLEO KATHRYN GORMAN DIRECTOR 1.00 X 0 0 0 ALISON SCOTT EXECUTIVE DIRECTOR 40.00 X 0 0 0 ERIC JEFFRIES CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 0 0 0 0 0 0 0 ROBINS & MORTON 400 SHADES CREEK PKWY HOMEWOOD AL 35209 HAYNES BUILDING RENOVATION 159864 1 487877 4291522 25178 4779399 330297 330297 4621361 4246754 374607 374607 374607 42766 487877 248263 -205497 -205497 5278806 0 0 499407 2435657 2435657 215264 215264 450000 450000 79436 79436 ANNUITY RELATED EXPENSE 26025 26025 3206382 2650921 555461 0 768304 944128 76500 9364 11557858 13816837 26024177 26982978 38436203 41743943 806406 713536 806406 713536 X 4122330 4549572 33507467 36480835 37629797 41030407 38436203 41743943 2072424 1328186 0 X X 0 1 X 1 0 X 1022846 1093403 1539715 1835710 3486097 8977771 1022846 1093403 1539715 1835710 3486097 8977771 5099521 3878250 229904 246810 263982 314600 250861 1306157 10283928 0.37710 0.37970 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 06/30/18 AMOUNT: 1049648. DESCRIPTION: CASH DATE: 06/30/18 AMOUNT: 125357. DESCRIPTION: CASH DATE: 06/30/19 AMOUNT: 1053398. DESCRIPTION: CASH DATE: 06/30/19 AMOUNT: 123433. DESCRIPTION: CASH DATE: 05/19/20 AMOUNT: 640000. DESCRIPTION: CASH DATE: 06/30/20 AMOUNT: 125818. DESCRIPTION: CASH DATE: 06/30/20 AMOUNT: 1059705. DESCRIPTION: CASH DATE: 06/30/21 AMOUNT: 141898. DESCRIPTION: CASH DATE: 06/30/21 AMOUNT: 1229410. DESCRIPTION: CASH DATE: 06/30/22 AMOUNT: 1113525. DESCRIPTION: CASH DATE: 06/30/22 AMOUNT: 126433. DESCRIPTION: CASH DATE: 06/30/23 AMOUNT: 1097762. DESCRIPTION: CASH DATE: 06/30/23 AMOUNT: 122942. DESCRIPTION: CASH DATE: 06/30/24 AMOUNT: 1160572. DESCRIPTION: CASH DATE: 06/30/24 AMOUNT: 132730. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29390962 2338720 958801 32688483 27728401 1662561 29390962 32529939 -4801538 27728401 31156974 1372965 32529939 29286245 1870729 31156974 1 0 0 BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 41089 BENEFICIAL INTEREST IN PERPETUAL TRUST 26941889 26982978 PRESENT VALUE OF SPLIT-INTEREST AGREEMENTS 713536 713536 X 6775819 1328186 248263 1576449 5199370 79436 79436 5278806 3375209 248263 248263 3126946 79436 79436 3206382 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR RESTRICTED FUNDS THAT THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S). UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO SATISFY THE FOUNDATION'S LONG-TERM INVESTMENT OBJECTIVES. TO SATISFY ITS LONG-TERM INVESTMENT OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE FOUNDATION TARGETS A DIVERSIFICATION OF INVESTMENTS WITH ESTABLISHED PARAMETERS FOR MANAGED FUNDS WITHIN PRUDENT RISK CONSTRAINTS. THE EQUITY, FIXED, AND CASH INVESTMENTS ARE DIVERSIFIED WITH RESPECT TO INDUSTRY, GEOGRAPHY, AND OTHER PORTFOLIO STATISTICAL CHARACTERISTICS. AT NO TIME MAY THE ORIGINAL PRINCIPAL CONTRIBUTION BY THE DONOR BE INVADED FOR THE PURPOSE OF MAKING A DISTRIBUTION UNLESS SUCH ACTION IS PROVIDED FOR IN THE DONOR'S AGREEMENT AND RECOMMENDED BY A VOTE OF THE BOARD OF DIRECTORS. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS AN ALABAMA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, IT IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE FOUNDATION'S EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUE 248,263. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUE 248,263. SPORTING CLAY 112500 91184 21316 2016 18247 15330 650 4997 WINE WOMEN & SHOES 393221 371771 21450 11837 21232 28872 11180 124598 1 24922 24922 7259 2046 530643 487877 42766 21112 39479 44202 11830 131641 248264 -205498 1 BACKYARD BLESSINGS PO BOX 129 SUMITON AL 35148 271490669 501 (C)(3) 7500 0 FOOD FOR 2024-25 WEEKEND LUNCH BAGS FOR HUNGRY CHILDREN BIRMINGHAM METRO BAPTIST ASSOCIATION 1449 MEDICAL PARK DRIVE BIRMINGHAM AL 35213 853925712 501 (C)(3) 16000 0 2024 DEFIBRILLATOR ACQUISITION AND TRAINING PROGRAM BROOKWOOD BAPTIST HEALTH SYSTEM 500 CHASE PARK SOUTH SUITE 200 HOOVER AL 35244 474384965 2000656 0 SUPPORT FOR BBH CHARITABLE PURPOSES AS PART OF ITS HEALTHCARE MINISTRY CAHABA MEDICAL CARE FOUNDATION 405 BELCHER STREET CENTREVILLE AL 35042 273605364 501 (C)(3) 10000 0 2024 GENERAL OPERATING SUPPORT CAHABA VALLEY HEALTH CARE INC 1515 6TH AVENUE SOUTH BIRMINGHAM AL 35233 631254350 501 (C)(3) 10000 0 2024 GENERAL OPERATING SUPPORT COLLAT JEWISH FAMILY SERVICES 3940 MONTCLAIR ROAD SUITE 205 BIRMINGHAM AL 35213 631015318 501 (C)(3) 25000 0 SENIOR SOLUTIONS: COMPREHENSIVE CARE MANAGEMENT FOR OLDER ADULTS COMMUNITY OF HOPE HEALTH CLINIC-A VOLUNTEERS IN MEDICINE CLINIC 2692 PELHAM PARKWAY STE E PO BOX 177 PELHAM AL 35124 261570338 501 (C)(3) 24000 0 2024 ELECTRONIC UPGRADE AND FLU SHOT SUPPLIES FORGE BREAST CANCER SURVIVOR CENTER 1321 19TH STREET SOUTH BIRMINGHAM AL 35205 842441327 501 (C)(3) 25000 0 BREAST CANCER SUPPORT GRACE KLEIN COMMUNITY 2652 OLD ROCKY RIDGE ROAD BIRMINGHAM AL 35216 800569639 501 (C)(3) 7500 0 2024 FEEDBHM INITIATIVE LAURA CRANDALL BROWN FOUNDATION PO BOX 26791 BIRMINGHAM AL 35260 271537539 501 (C)(3) 7500 0 2024 GENERAL OPERATING SUPPORT LOVELADY CENTER 7916 2ND AVENUE SOUTH BIRMINGHAM AL 35206 721344856 501 (C)(3) 25000 0 2024-2025 GENERAL OPERATING SUPPORT MAGIC CITY HARVEST PO BOX 11292 BIRMINGHAM AL 35202 582060122 501 (C)(3) 7000 0 HEALTHY MEALS PROJECT MITCHELL'S PLACE 4778 OVERTON ROAD BIRMINGHAM AL 35210 201056421 501 (C)(3) 7000 0 2024-25 GENERAL OPERATING SUPPORT OASIS COUNSELING FOR WOMEN AND CHILDREN 1900 14TH AVENUE SOUTH BIRMINGHAM AL 35205 631128764 501 (C)(3) 15000 0 INCREASED CAPACITY OF SPECIALIZED MENTAL HEALTH CARE SERVICES FOR WOMEN RAINBOW OMEGA INC 100 HOPE DR EASTABOGA AL 36260 631036500 501 (C)(3) 7500 0 2025 GENERAL OPERATING SUPPORT SAFEHOUSE OF SHELBY COUNTY INC PO BOX 275 PELHAM AL 35124 631007280 501 (C)(3) 7500 0 2024 GENERAL OPERATING SUPPORT SAV-A-LIFE INC 1480 MCGUIRE ROAD VESTAVIA HILLS AL 35216 630963150 501 (C)(3) 25000 0 SPACE IMPROVEMENTS IN VESTAVIA MEDICAL CLINIC AND SUPPORT FOR INCREASING CLIENT NUMBERS SHELBY BAPTIST ASSOCIATION 205 WALTON STREET COLUMBIANA AL 35051 630495554 501 (C)(3) 10000 0 2025 SHELBY BAPTIST ASSOCIATION MOBILE DENTISTRY OPERATIONAL EXPENSES SIGHT SAVERS AMERICA INC 337 BUSINESS CIRCLE PELHAM AL 35124 300188234 501 (C)(3) 12500 0 2024 CHILDREN'S HEALTH SCREENINGS UTILIZING COLLEGE NURSING STUDENTS & FACULTY MEMBERS ST MARY'S EPISCOPAL CHURCH 801 THE TRACE WEST JASPER AL 35504 311629166 501 (C)(3) 7500 0 2024 FOOD/DIAPER BANK OPERATING FUNDS THE ALBERT SCHWEIZER FELLOWSHIP OF ALABAMA 1720 2ND AVENUE SOUTH VH 226 BIRMINGHAM AL 35294 825300067 501 (C)(3) 12000 0 2024 GENERAL OPERATING SUPPORT THE BELL CENTER FOR EARLY INTERVENTION 1700 29TH COURT SOUTH BIRMINGHAM AL 35209 631244330 501 (C)(3) 7500 0 GENERAL OPERATING SUPPORT FOR THE BELL CENTER'S 24-25 PROGRAM YEAR THE CHURCH AT SOUTHSIDE 1017 LAKE POINT LANE HOOVER AL 35244 462362507 501 (C)(3) 7500 0 THE CHURCH AT SOUTHSIDE 2024 THE FOUNDRY MINISTRIES 1804 6TH AVENUE NORTH BIRMINGHAM AL 35020 630624278 501 (C)(3) 20000 0 2024 MENTAL HEALTH RECOVERY SERVICES THE GRACE PLACE 1630 POWDER PLANT ROAD BESSEMER AL 35022 820939648 501 (C)(3) 7500 0 2025 FACILITIES UPGRADES THE SALVATION ARMY BIRMINGHAM AREA COMMAND 2015 26TH AVENUE NORTH BIRMINGHAM AL 35234 580660607 501 (C)(3) 15000 0 2024 GENERAL OPERATING SUPPORT FOR FOOD ASSISTANCE PROGRAMS THE UNIVERSITY OF ALABAMA AT BIRMINGHAM 1720 2ND AVENUE SOUTH AB 1230 BIRMINGHAM AL 35294 636005396 501 (C)(3) 10000 0 LIVE HEALTHSMART ALABAMA COMMUNITY WELLNESS AND COMMUNITY COACH INITIATIVE 2024 UNITED ABILITY INC 100 OSLO CIRCLE BIRMINGHAM AL 35211 630307960 501 (C)(3) 20000 0 ABILITY CLINIC GENERAL OPERATING SUPPORT VAX 2 STOP CANCER PO BOX 530044 BIRMINGHAM AL 35253 841758795 501 (C)(3) 7500 0 PREVENTING HPV-ASSOCIATED CANCERS THROUGH EFFECTIVE PROVIDER EDUCATION YMCA 2101 4TH AVENUE NORTH BIRMINGHAM AL 35203 630299894 501 (C)(3) 20000 0 2024 PARKINSON'S SUPPORT 29 1 EMPLOYEE AND PATIENT ASSISTANCE 195 123247 OUTREACH MISSION TRIPS 6 15017 ACADEMIC SCHOLARSHIP ASSISTANCE 9 77000 PART I, LINE 2: GRANTS ARE REQUESTED IN WRITING FROM ORGANIZATIONS. THEY RECEIVE APPROVAL FROM EITHER THE EXECUTIVE DIRECTOR AND IN MOST CASES AN ADDITIONAL OVERSIGHT COMMITTEE. ANY GRANTS LARGER THAN $5,000 MUST ALSO BE APPROVED BY THE CEO/PRESIDENT OF BAPTIST HEALTH SYSTEM, INC. THE EXECUTIVE DIRECTOR DISCLOSES ALL OUTSIDE ORGANIZATIONS SHE PARTICIPATES IN THAT COULD BE POTENTIAL CONFLICTS OF INTEREST ANNUALLY WITH BAPTIST HEALTH SYSTEM, INC. AS PART OF THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. X 5 2240 SELLING PRICE X 2944 FMV X 29 11325 FMV X ENTERTAINMENT 9 4630 FMV X JEWELRY 5 2134 FMV X MISCELLANEOUS 8 1905 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 BAPTIST HEALTH SYSTEM, INC. PROVIDED MANAGEMENT SERVICES TO BAPTIST HEALTH FOUNDATION. THESE SERVICES WERE PROVIDED TO BAPTIST HEALTH FOUNDATION DURING 2024 FOR A QUARTERLY FEE OF $112,500. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES) AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE ORGANIZATION, PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OF THE MEMBERS OF THE BOARD AND THE MANAGERS OF THE BAPTIST HEALTH FOUNDATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). FORM 990, PART VI, SECTION B POLICIES, LINE 15A: AND PART VII, SECTION A, LINE 1A, COLUMN(E): OFFICER COMPENSATION IS PAID BY BAPTIST HEALTH SYSTEM, INC., WHICH IS NOT CONSIDERED A RELATED PARTY. COMPENSATION IS REPORTED ON THE UNRELATED ORGANIZATION'S FORM 990. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.