2025-11-13T15:29:44-06:00 2024-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2024-01-01 431648435 THE FOUNDATION FOR BARNES-JEWISH HOSPITAL FOUN 3142860600 1001 HIGHLANDS PLZ DR WEST 140 ST LOUIS MO 631101339 DAVID BRUNS EXEC DIR/VICE PRES 3142860580 2025-11-13 1 1 JESSICA A WAGENER P01622613 3128792000 2024 2025-03-06 01:10:19Z DAVID BRUNS 1 BJ HOSPITAL PLAZA ST LOUIS MO 63110 776156761 0 X HTTPS://WWW.FOUNDATIONBARNESJEWISH.ORG/ X 1996 MO THE FOUNDATION FOR BARNES-JEWISH HOSPITAL HELPS DONORS ENRICH LIVES, SAVE LIVES, AND (SEE SCHEDULE O) TRANSFORM PATIENT CARE THROUGH CHARITABLE GIFTS. EVERY GIFT TO THE FOUNDATION HELPS TRANSFORM PATIENT CARE AT BARNES-JEWISH HOSPITAL (ONE OF AMERICA'S TOP HOSPITALS) AND OUR AFFILIATES BY FUNDING INNOVATIVE RESEARCH, MEDICAL EDUCATION FOR DOCTORS, NURSES, AND PHARMACISTS, TECHNOLOGY AND EQUIPMENT, CARE ESSENTIALS FOR PATIENTS IN NEED AND COMMUNITY OUTREACH TO PROMOTE HEALTH AND WELLNESS. 32 29 0 30 0 0 18905000 26648429 0 0 38689432 78858900 1180471 796498 58774903 106303827 25935860 53742992 0 0 0 0 0 0 4549196 8797383 9117792 34733243 62860784 24041660 43443043 891521849 927608885 173585133 172309105 717936716 755299780 X THE FOUNDATION FOR BARNES-JEWISH HOSPITAL HELPS DONORS ENRICH LIVES, AND TRANSFORM PATIENT CARE THROUGH CHARITABLE GIFTS. EVERY GIFT TO THE FOUNDATION HELPS TRANSFORM PATIENT CARE AT BARNES-JEWISH HOSPITAL, ONE OF AMERICA'S TOP HOSPITALS, (SEE SCHEDULE O) AND OUR AFFILIATES BY FUNDING INNOVATIVE RESEARCH, MEDICAL EDUCATION FOR DOCTORS, NURSES AND PHARMACISTS, TECHNOLOGY AND EQUIPMENT, CARE ESSENTIALS FOR PATIENTS IN NEED, AND COMMUNITY OUTREACH TO PROMOTE HEALTH AND WELLNESS. 0 0 37837023 37837023 RESEARCH: THE FOUNDATION SUPPORTED BIOMEDICAL AND CLINICAL TRANSLATIONAL RESEARCH TO ENHANCE PATIENT SAFETY, ELEVATE THE STANDARDS OF CARE, IMPROVE QUALITY OF LIFE, MAKE BREAKTHROUGHS IN TREATMENT/RECOVERY AND WIN THE FIGHT AGAINST DEVASTATING DISEASES. THIS INCLUDED SUPPORT FOR THE BJC INVESTIGATORS PROGRAM, IN WHICH THE OBJECTIVE IS TO PROMOTE HUMAN KNOWLEDGE WITHIN THE FIELDS OF BASIC AND APPLIED MEDICAL SCIENCE WITH A FOCUS ON THE RESEARCHERS AND NOT THE PROJECTS. THESE DISCOVERIES WILL CHANGE HEALTHCARE REGIONALLY, NATIONALLY, AND INTERNATIONALLY. WE DISBURSE RESEARCH FUNDING PRIMARILY TO PHYSICIANS AND RESEARCHERS AFFILIATED WITH BARNES-JEWISH HOSPITAL, SITEMAN CANCER CENTER AND/OR BARNES-JEWISH GOLDFARB SCHOOL OF NURSING. 3699102 3699102 EDUCATION/SCHOLARSHIPS: MORE THAN ONE-THIRD OF THE TOTAL DISTRIBUTION FOR 2024 IS IN SUPPORT OF STUDENT SCHOLARSHIPS AT GOLDFARB SCHOOL OF NURSING (GSON). THESE SCHOLARSHIPS HELP REDUCE FINANCIAL BARRIERS AND INCREASE ACCESS TO NURSING EDUCATION, ENSURING A DIVERSE AND WELL-PREPARED NURSING WORKFORCE. NEARLY ANOTHER THIRD OF THE TOTAL IS ALLOCATED FOR EDUCATION AND PROGRAM SUPPORT. THIS INCLUDES FUNDING FOR GOLDFARB SCHOOL OF NURSING INITIATIVES, EMERGENCY DEPARTMENT NURSING EDUCATION AND EDUCATORS FOR THE DEAF. THE LAST TWO CATEGORIES COMBINED MAKE UP THE FINAL THIRD OF THE TOTAL AND SHARE A COMMON GOAL OF ENHANCING PROFESSIONAL DEVELOPMENT AND ADVANCING EDUCATIONAL EXCELLENCE. WORKFORCE EDUCATION SUPPORTS GRAND ROUNDS, ETHICS LECTURES, DOULA TRAININGS, AND CONTINUING EDUCATION CONFERENCES. THE FINAL CATEGORY SUPPORTS FACULTY DEVELOPMENT SUCH AS RESEARCH AWARDS, OUTSTANDING FACULTY AWARDS, SPONSORSHIPS, LECTURESHIPS, SYMPOSIUMS, AND OTHER EDUCATION-RELATED ACTIVITIES. 3113336 3113336 RECRUITMENT: THE FOUNDATION SUPPORTS THE RECRUITMENT OF TOP PHYSICIANS AND RESEARCHERS TO BARNES-JEWISH HOSPTIAL AND WASHINGTON UNIVERSITY FACULTY POSITIONS AND SUPPORTS THE EXCEPTIONAL WORK NATIONAL LEADERS IN MEDICINE ON THE WASHINGTON UNIVERSITY CAMPUS. FUNDS FROM THE FOUNDATION SUPPORTED THE DIVISION OF PEDIATRIC MEDICINE. 9093531 9093531 PATIENT SUPPORT, CAPITAL, COMMUNITY SERVICE/OUTREACH, COMMUNITY GRANTS, CHAIRHOLDERS AND GENERAL OPERATIONS: THE FOUNDATION PROVIDED FUNDING TO BARNES-JEWISH HOSPITAL AND WASHINGTON UNIVERSITY, INCLUDING SITEMAN CANCER CENTER, TO SUPPORT THE HOSPITAL'S MISSION THROUGH DEVELOPING AND MAINTAINING RELATED PROGRAMS AND SERVICES THAT OFFER SUPPLEMENTAL APPROACHES TO CLINIC CARE, ADVANCE EDUCATION AND RESEARCH PRIORITIES, AND ENHANCE THE PATIENT ENVIRONMENT WHILE ON CAMPUS AND UPON DISCHARGE. THE FOUNDATION SUPPORTED COMMUNITY PARTNERS THAT FOCUS ON INCREASING THE OVERALL HEALTH IN OUR REGION. THE FOUNDATION SUPPORTED CHAIRHOLDERS RATIFIED BY THE BOARD OF DIRECTORS. CHAIR APPOINTMENTS RECOGNIZE TOP PHYSICIANS AND RESEARCHERS PERFORMING EXCEPTIONAL WORK AND THOSE THAT ARE NATIONAL LEADERS IN MEDICINE ON THE WASHINGTON UNIVERSITY CAMPUS. FUNDS FROM THE FOUNDATION SUPPORTED THE DEPARTMENTS OF INTERNAL MEDICINE AND SURGERY 9093531 9093531 53742992 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 X 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 29 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL FL GA KY OK TN AL CA CO MD MA MI MN NJ NY NC OH PA WI AK ME MS NV NH ND OR SC WA X TRACY MAHLER 3142862057 4901 FOREST PARK AVE ST LOUIS MO 63108 LYNCH JOHN MD PRESIDENT, DIRECTOR 2.00 48.00 X X 0 1344919 0 CANNON ROBERT W DIRECTOR 1.00 48.00 X 0 2175749 264533 ELL SUSAN J VP & EXEC DIRECTOR 48.00 2.00 X X 0 536908 80940 CALLAHAN THERESA DIRECTOR 0.10 X 0 0 0 COHN THOMAS DIRECTOR 0.10 X 0 0 0 DEUTSCH JOHNATHAN DIRECTOR 0.10 X 0 0 0 FISHER RYAN DIRECTOR 0.10 X 0 0 0 GULLER ROBERT DIRECTOR 0.10 X 0 0 0 KALISHMAN AMY DIRECTOR 0.10 X 0 0 0 KING BUD DIRECTOR 0.10 X 0 0 0 KOCH PAUL DIRECTOR 0.10 X 0 0 0 KOPLAR SAM DIRECTOR 0.10 X 0 0 0 LINDQUIST RICHARD DIRECTOR 0.10 X 0 0 0 LUDMERER KENNETH MD DIRECTOR 0.10 X 0 0 0 MALTER FELICIA DIRECTOR 0.10 X 0 0 0 MATTHEWS CHARLES DIRECTOR 0.10 X 0 0 0 MURPHY DENISE DIRECTOR 0.10 X 0 0 0 MYER JAMES S DIRECTOR 0.10 X 0 0 0 RATLIFF HARRY DIRECTOR 0.10 X 0 0 0 RIDENOUR NANCY PHD DIRECTOR 0.10 X 0 0 0 ROBERTS MICHAEL L DIRECTOR 0.10 X 0 0 0 RUBIN JUDY DIRECTOR 0.10 X 0 0 0 RUBIN PAM DIRECTOR 0.10 X 0 0 0 SACHS SUSAN STEINBACK DIRECTOR 0.10 X 0 0 0 SCHONWALD ALEXANDER DIRECTOR 0.10 X 0 0 0 SCHUMACHER DALTON DIRECTOR 0.10 X 0 0 0 SCHWENDINGER ROBERT DIRECTOR 0.10 X 0 0 0 THOMAS LAWRENCE DIRECTOR 0.10 X 0 0 0 TODD RYAN DIRECTOR 0.10 X 0 0 0 WIELANSKY LEE DIRECTOR 0.10 X 0 0 0 WITTELS LYNN DIRECTOR 0.10 X 0 0 0 ZIGIC AJLA DIRECTOR 0.10 X 0 0 0 GUPTA MAHENDRA CHAIRMAN, DIRECTOR 5.00 X X 0 0 0 IROVIC PAUL TREASURER 2.00 48.00 X 0 475882 108685 0 4533458 454158 0 0 1 0 BENTZ WHALEY FLESSNER & ASSOCIATES INC 7900 XERXES AVENUE SOUTH SUITE 980 MINNEAPOLIS MN 55431 PURCHASED SERVICES 592504 ATLUS HIGHLANDS LLC 231 S BEMISTON AVE SUITE 650 ST LOUIS MO 63105 LEASEHOLDER 198437 CONTEMPORARY PRODUCTIONS 7676 FORSYTH BLVD SUITE 1800 ST LOUIS MO 63105 PURCHASED SERVICES 102658 3 3039385 23609044 1243710 26648429 22822827 22822827 593208 593208 725398253 669362180 56036073 56036073 56036073 367950 3039385 490254 -122304 -122304 900 500 400 400 RECOV PY GRANTS 900099 321999 321999 OTHER INCOME 900099 3195 3195 325194 106303827 0 0 79655398 53401642 53401642 341350 341350 12838 12838 738575 738416 159 1670111 581260 1088851 260762 151524 109238 176498 42117 134381 12735 6058 6677 317719 317719 15757 10771 4986 7251 6251 1000 36439 36439 17080 17080 PURCHASED SERVICES SALA 5480847 2341194 3139653 CATERING BOARD AND EMPL 139767 139767 ADMINISTRATIVE & OVERHE 128400 128400 DONOR CULTIVATION 37286 37286 65727 55842 9885 62860784 53742992 4568596 4549196 937709 4887326 354871 135141 21911492 24191662 127529 29291 635098 631819 39717 3279 350575906 382151676 510551740 507978820 7022855 8231690 891521849 927608885 199472 98672 125314485 122234070 48071176 49976363 173585133 172309105 X 190058070 212542631 527878646 542757149 717936716 755299780 891521849 927608885 X 43443043 -7995954 1915975 X 0 1 X 1 0 X 22886087 19140905 16407587 18905000 26648429 103988008 22886087 19140905 16407587 18905000 26648429 103988008 1442932 102545076 14422135 10402110 8995795 19597843 23416035 76833918 8671699 1194403 999709 924870 325194 12115875 192937801 6039092 0.53150 0.50400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REBATES - 2024 AMOUNT: $ 3,195. RECOVERY PY GRANTS - 2020 AMOUNT: $ 8,671,699. 2021 AMOUNT: $ 1,194,403. 2022 AMOUNT: $ 999,709. 2023 AMOUNT: $ 924,870. 2024 AMOUNT: $ 321,999. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 553976 X X APPRECIATE IN VALUE 0 416881691 4988901 40904526 11807885 4197290 446769943 391190849 3877223 38203624 12277116 4112889 416881691 429352770 5806525 -25319572 15099731 3549143 391190849 378426594 10740180 55935956 12354753 3395207 429352770 357421723 8860697 27575691 12551238 2880279 378426594 0.60110 0.39890 0 0 505444 505444 0 129654 126375 3279 3279 HEDGE FUNDS 151566365 F PRIVATE EQUITY 137536700 F REAL ASSETS 86458346 F OTHER 132417409 F 507978820 RELATED PARTY LIABILITY 5083685 ANNUITY OBLIGATIONS 868670 LIABILITY UNDER TRUST AGREEMENTS 2237100 FUNDS HELD FOR WUSM 40491604 LEASE RELATED LIABILITIES 1295304 49976363 PART III, LINE 4: WHEN THE ARTWORK WAS RECEIVED A FUND WAS SET UP (B1585) FOR A VAUGHN FD FOR BLOOD CANCER TO HOLD THE ARTWORK IN A NON-SPENDABLE FUND CLASS. THE PURPOSE OF THE FUND READS; TO SUPPORT RESEARCH, PATIENT CARE, AND EDUCATION RELATED TO BLOOD CANCER. WHEN THE INITIAL GIFT OF ARTWORK IS SOLD, THE NET PROCEEDS WILL BE DEPOSITED INTO THIS FUND. WHEN THE PHOTOGRAPHS WERE DONATED A FUND WAS SET UP (B1606) FOR PROVIDING HEALING, ENGAGING, AND MEANINGFUL INTERACTIONS THROUGH A WIDE RANGE OF ART WITHIN OUR HEALTHCARE SETTING. THESE PHOTOGRAPHS ARE NOT INTENDED TO BE SOLD. PART V, LINE 4: THE FOUNDATION ALLOCATES AND ADMINISTERS ENDOWMENT EARNINGS TO ADVANCE PROJECTS AND PROGRAMS IN HEALTHCARE BEYOND STANDARD OPERATING NEEDS, AND WHICH FURTHER THE MISSIONS OF BARNES-JEWISH HOSPITAL, WASHINGTON UNIVERSITY SCHOOL OF MEDICINE, AND PARTNERING HEALTHCARE ORGANIZATIONS IN THE COMMUNITY. THIS INCLUDES HOSPITAL CENTERS, NURSING SCHOOL PROFESSORSHIPS AND DEANSHIPS, RESEARCH, FELLOWSHIPS, SCHOLARSHIPS, AWARDS, PATIENT CARE, HEALTH-RELATED SOCIAL SERVICES AND PATIENT SERVICES, COMMUNITY OUTREACH AND EDUCATION PROGRAMS. ILLUMINATIONS GALA-2024 3150379 2814379 336000 6000 130084 166002 152150 SATURDAY SORIEE 256956 225006 31950 2979 13717 19322 3407335 3039385 367950 8979 143801 185324 152150 490254 -122304 1 WASHINGTON UNIVERSITY SCHOOL OF MEDICINE CAMPUS BOX 8018 660 SOUTH EUCLID AVE ST LOUIS MO 63110 430653611 501(C)(3) 44979956 0 RESEARCH, PATIENT SUPPORT, EDUCATION, MD RECRUITMENT BARNES - JEWISH HOSPITAL ONE BARNES JEWISH HOSP PLAZA ST LOUIS MO 63110 237309937 501(C)(3) 4637657 0 RESEARCH, PATIENT SUPPORT, EDUCATION, CAPITAL, COMMUNITY SERVICES BJC HOME CARE SERVICES 1935 BELTWAY DRIVE ST LOUIS MO 63114 431450457 501(C)(3) 1330257 0 HOSPICE AND HOME CARE SUPPORT FOR PATIENTS THE SHELDON ARTS FOUNDATION 3648 WASHINGTON BLVD ST LOUIS MO 63108 431489756 501(C)(3) 650000 0 TO PROVIDE THE ST. LOUIS REGION WITH A WIDE VARIETY OF MUSIC, VISUAL ARTS AND EDUCATIONAL PROGRAMS OF THE HIGHEST QUALITY, DIVERSITY, AND EDUCATION IMPACT BJC HEATLH SYSTEM DBA BJC HEALTHCARE 4901 FOREST PARK AVENUE SUITE 1200 ST LOUIS MO 63108 431617558 501(C)(3) 326000 0 TO SUPPORT NURSING EDUCATION THROUGH E LEARNING COURSES BARNES JEWISH WEST COUNTY HOSPITAL 12634 OLIVE BLVD ST LOUIS MO 63141 431527130 501(C)(3) 298952 0 CAPITAL AND STAFF EDUCATION PEDAL THE CAUSE 9288 DEILMAN INDUSTRIAL DR ST LOUIS MO 63132 272233336 501(C)(3) 250000 0 FUNDRAISING EXPENSES RELATED TO ANNUAL BIKE CHALLENGE FOR CANCER RESEARCH HAVEN HOUSE 12685 OLIVE BOULEVARD ST LOUIS MO 63141 201876315 501(C)(3) 80000 0 TO PROVIDE HOUSING FOR PATIENTS AND FAMILIES TRAVELING TO ST. LOUIS TO RECEIVING MEDICAL CARE. VOYCE 8050 WATSON ROAD STE 155 ST LOUIS MO 63119 431480438 501(C)(3) 75000 0 TO EDUCATE AND EMPOWER INDIVIDUALS AND THEIR LOVED ONES FOR QUALITY LIVING ACROSS THE CONTINUUM OF LONG TERM CARE. ST LOUIS HEALTH EQUIPMENT LENDING PROGRAM 1640 ANDREW DRIVE ST LOUIS MO 63122 800144355 501(C)(3) 60000 0 TO PROVIDE FREE RECYCLED HOME MEDICAL EQUIPMENT TO ANYONE IN THE ST. LOUIS AREA WHO NEEDS IT. ST PATRICK CENTER 800 N TUCKER BLVD ST LOUIS MO 63101 431263499 501(C)(3) 50000 0 TO PROVIDE SOCIAL SERVICES TO INDIVIDUALS WHO EXPERIENCE OR ARE AT RISK FOR HOMELESSNESS IN THE ST. LOUIS AREA. CASA DE SALUD 3200 CHOUTEAU AVENUE ST LOUIS MO 63103 270732049 501(C)(3) 50000 0 TO FACILITATE AND DELIVER HIGH QUALITY MEDICAL AND MENTAL HEALTH SERVICES FOR UNINSURED AND UNDERINSURED PATIENTS, FOCUSING ON NEW IMMIGRANTS AND REFUGEES WHO FACE BARRIERS TO ACCESSING OTHER SOURCES OF CARE FOOD OUTREACH INC 3117 OLIVE STREET ST LOUIS MO 63103 431492878 501(C)(3) 50000 0 TO PROVIDE COMPREHENSIVE, FREE NUTRITION SERVICES TO INDIVIDUALS OF ALL AGES WHO ARE BATTLING A CHRONIC ILLNESS WHILE EXPERIENCING FOOD AND ECONOMIC INSECURITY. ROOM AT THE INN 3415 BRIDGELAND DR BRIDGETON MO 63044 431831334 501(C)(3) 50000 0 TO PROVIDE COMPREHENSIVE AND HOLISTIC EMERGENCY SHELTER FOR FAMILIES WHO ARE HOMELESS IN THE REGION. BRIDGE OF HOPE MINISTRIES 4001 COTTAGE AVE ST LOUIS MO 63113 813589216 501(C)(3) 50000 0 TO PROVIDE COMPASSIONATE, HOLISTIC CARE TO THOSE WHO NEED A SAFE PLACE TO HEAL AND ARE EXPERIENCING HOMELESSNESS IN THE ST. LOUIS REGION. OPERATION FOOD SEARCH 1644 LOTSIE BLVD ST LOUIS MO 63132 431241854 501(C)(3) 50000 0 TO PROVIDE FOOD FOR FOR INSECURE PREGNANT WOMEN INSURED BY MEDICAID. PREVENTED 9355 OLIVE BLVD ST LOUIS MO 63132 430827852 501(C)(3) 45000 0 TO SUPPORT A PROGRAM TO COMBAT SUBSTANCE USE AND OVERDOSE DEATHS IN THE ST. LOUIS AREA NURSES FOR NEWBORNS 3 SUNNEN DRIVE MAPLEWOOD MO 63143 431601329 501(C)(3) 35000 0 TO PROVIDE IN-HOME NURSE VISITING SERVICES WHICH PROVIDE ACCESS TO HEALTHCARE, PARENTING EDUCATION, AND CONNECTIONS TO CRITICAL COMMUNITY RESOURCES. PROVIDENT INC 2650 OLIVE ST LOUIS MO 63103 430652630 501(C)(3) 33395 0 TO PROVIDE ACCESSIBLE COUNSELING AND CRISIS INTERVENTION SERVICES TO PERSONS IN NEED SERVICES BY DESIGN DBA CARING SOLUTIONS 1852 CRAIG PARK COURT ST LOUIS MO 63146 030374478 501(C)(3) 30000 0 TO PROVIDE MEDICAL TRAINING TO STAFF MEMBERS OF CARING SOLUTIONS WHO CARE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. MEMORY CARE HOME SOLUTIONS 4389 W PINE BLVD ST LOUIS MO 63108 020641248 501(C)(3) 30000 0 TO SUPPORT FAMILIES WITH FAMILY MEMBERS WHO SUFFER WITH DEMENTIA TO AGE IN PLACE. ST LOUIS OVARIAN CANCER AWARENESS 12015 MANCHESTER RD SUITE 130 ST LOUIS MO 63131 050523962 501(C)(3) 27000 0 TO PROVIDE EDUCATION RELATED TO EARLY WARNING SIGNS AND STANDARDS OF CARE FOR OVARIAN CANCER. YMCA OF GREATER ST LOUIS 2815 SCOTT AVE SUITE D ST LOUIS MO 63103 430653616 501(C)(3) 25000 0 TO SUPPORT TO A RAPID RESPONSE PROGRAM THAT DEPLOYS TRAINED VOLUNTEER ADVOCATES TO AREA HOSPITALS AND POLICE DEPARTMENTS TO PROVIDE REAL-TIME ADVOCACY, EMOTIONAL SUPPORT AND KNOWLEDGE RESOURCES ON NAVIGATING HEALTH AND LEGAL SYSTEMS FOR WOMEN ESCAPING DOMESTIC VOLENCE AND SEXUAL ASSAULT. VISITING NURSE ASSOCIATION OF GREATER ST LOUIS 2029 WOODLAND PARKWAY SUITE 105 MARYLAND HEIGHTS MO 63146 430567000 501(C)(3) 25000 0 TO SUPPORT A PROGRAM THAT PROVIDES A COORDINATED CONTINUUM OF CARE THAT PROMOTES HEALTH, INDEPENDENCE AND DIGNITY IN THE HOME AND COMMUNITY HARRIS HOUSE FOUNDATION 2706 S RIVER ROAD ST CHARLES MO 63303 431235232 501(C)(3) 25000 0 TO HELP ALCOHOLIC AND CHEMICALLY DEPENDENT PERSONS ACHIEVE SOBRIETY AND BECOME HEALTHY AND PRODUCTIVE INDIVIDUALS DUO DOGS INC 10955 LINPAGE PLACE ST LOUIS MO 63132 431379801 501(C)(3) 20000 0 TRAINS AND CONNECTS DOGS WITH PEOPLE TO CULTIVATE POSITIVE CHANGE IN INDIVIDUALS, FAMILIES, AND COMMUNITIES. OUR LADY'S INN 8790 MANCHESTER ROAD SUITE 202 ST LOUIS MO 63144 431213751 501(C)(3) 20000 0 TO SUPPORT NURSING STAFF OF OUR LADY'S INN THAT PROVIDE PERINATAL NURSING CARE, EDUCATION, TRAINING ADVOCACY AND SUPPORT FOR BOTH THE UNHOUSED PREGNANT WOMEN OF THE ST. LOUIS AREA HEALTH LITERACY MINISTRY 12015 CASTILON AVENUE ST LOUIS MO 63138 453956770 501(C)(3) 16600 0 TO PROVIDE PLAIN LANGUAGE HEALTH EDUCATION ALONG WITH NEEDED EQUIPMENT AND RESOURCES FOR SENIORS ENABLING THEM TO TAKE CONTROL OF THEIR HEALTH. COVENANT HOUSE MISSOURI 2727 NORTH KINGSHIGHWAY BLVD ST LOUIS MO 63118 431821599 501(C)(3) 15000 0 TO PROVIDE SUPPORT TO YOUNG ADULTS EXPERIENCING HOMELESSNESS. CANCER SUPPORT COMMUNITY 1058 OLD DES PERES ROAD ST LOUIS MO 63131 431587517 501(C)(3) 10975 0 TO PROVIDE SUPPORT TO PEOPLE IMPACTED BY CANCER THE HAVEN OF GRACE 1225 WARREN ST ST LOUIS MO 63106 431611181 501(C)(3) 10000 0 TO PROVIDE SOCIAL SERVICES PROGRAMS TO PREGNANT, HOMELESS WOMEN AND THEIR CHILDREN. BRAIN INJURY FOUNDATION OF ST LOUIS 7850 MANCHESTER ROAD ST LOUIS MO 63143 371644726 501(C)(3) 10000 0 TO SUPPORT POST ACUTE SOCIAL AND VOCATIONAL SERVICES TO PERSONS WHO HAVE SUSTAINED A BRAIN INJURY. ASSISI HOUSE INC PO BOX 300112 ST LOUIS MO 63130 431506569 501(C)(3) 10000 0 TO SUPPORT A COMMUNITY VEGETABLE GARDEN IN THE BADEN AREA THAT PROVIDES FRESH FOOD TO THOSE PERSONS IN THAT COMMUNITY. INDEPENDENCE CENTER 4245 FOREST PARK AVENUE ST LOUIS MO 63108 431195240 501(C)(3) 7500 0 TO PROVIDE SERVICES TO REDUCE THE LONG-TERM HEALTH EFFECTS ON PEOPLE LIVING WITH SERIOUS MENTAL ILLINESS. A RED CIRCLE 6439 PLYMOUTH AVENUE SUITE W130 ST LOUIS MO 63146 820850327 501(C)(3) 6500 0 TO PROVIDE STABLE PROGRAMS AND SERVICES THAT IMPROVE HEALTH AND WELL-BEING IN THE ST. LOUIS COMMUNITY. 35 0 BJC EMPLOYEE RELIEF PROGRAM 528 341350 FMV EMERGENCY ASSISTANCE FOR EMPLOYEES PART I, LINE 2: THE FOUNDATION FOR BARNES-JEWISH HOSPITAL (FOUNDATION) PROVIDES GRANT SUPPORT TO BARNES-JEWISH HOSPITAL (HOSPITAL), WASHINGTON UNIVERSITY SCHOOL OF MEDICINE, AND A LIMITED NUMBER OF COMMUNITY ORGANIZATIONS WHOSE MISSIONS ARE CONSISTENT WITH THE WORK OF THE HOSPITAL. FOR THE HOSPITAL AND UNIVERSITY: GRANT APPLICATIONS ARE SUBMITTED WHICH INCLUDE A BUDGET AND A NARRATIVE. THE APPLICATIONS FOR SPECIFIC PROJECT GRANTS MUST BE REVIEWED AND APPROVED BY AN INSTITUTIONAL OFFICIAL PRIOR TO SUBMISSION. IN SOME CASES, APPLICATIONS ARE RECEIVED IN RESPONSE TO A SPECIFIC CALL FOR PROPOSALS, WHICH ARE REVIEWED FOR MERIT BY A SPECIAL ADVISORY COMMITTEE. GRANTS ARE AWARDED TYPICALLY FOR A 12-MONTH PERIOD, WITH A NOTICE OF GRANT AWARD ISSUED WHICH INCLUDES THE TERMS AND CONDITIONS. ALL GRANT EXPENSES INCURRED BY THE HOSPITAL ARE REVIEWED FOR COMPLIANCE BY HOSPITAL ACCOUNTING STAFF. HOSPITAL ACCOUNTING STAFF RECEIVE ONGOING TRAINING ON THE TERMS AND CONDITIONS OF FOUNDATION GRANTS. A REVIEW OF WU SCHOOL OF MEDICINE EXPENSES RELATED TO SPECIFIC PROJECT GRANTS ARE PERFORMED BY UNIVERSITY STAFF AS THE EXPENSES ARE INCURRED. THE UNIVERSITY SUBMITS QUARTERLY INVOICES FOR REVIEW AND APPROVAL BY FOUNDATION STAFF. FOR ALL HOSPITAL AND UNIVERSITY GRANTS, A PROGRESS REPORT, INCLUDING NARRATIVE AND EXPENSE RECAP, IS REQUIRED UPON EXPIRATION OF A BUDGET PERIOD IN WHICH THE FOUNDATION STAFF VERIFY THE COMPLETENESS OF THE REPORT. FOR COMMUNITY GRANTS: SELECTED SUPPORT IS PROVIDED TO LOCAL NONPROFITS FOR HEALTH-RELATED PROGRAMS TO BENEFIT COMMUNITY RESIDENTS, WITH EMPHASIS ON PROGRAM INNOVATION AND SERVICE DELIVERY TO TRADITIONALLY UNDERSERVED POPULATIONS. COMMUNITY GRANT MATERIALS WERE ADAPTED CLOSELY FROM THE THE FOUNDATION FOR BARNES-JEWISH HOSPITAL AND WU SCHOOL OF MEDICINE GRANTEE DOCUMENTS. SUPPORT PARAMETERS WERE DEVELOPED BY FOUNDATION STAFF AND THE STEWARDSHIP COMMITTEE OF THE FOUNDATION BOARD, WHICH IS CHARGED TO REVIEW AND RECOMMEND APPLICATIONS FOR FUNDING TO THE BOARD. TYPICALLY, SUPPORT IS GRANTED FOR 12 MONTHS, WITH SOME GRANTEES AWARDED MULTI-YEAR FUNDING CONDITIONED ON SUCCESSFUL FULFILLMENT OF OBJECTIVES. ANNUAL AWARDS ARE PAID AT THE START OF THE GRANT PERIOD. COMMUNITY GRANTEES SUBMIT ANNUAL AND/OR FINAL PROGRESS REPORTS. FOUNDATION STAFF REVIEW THESE FOR COMPLIANCE AND SUCCESS IN MEETING OBJECTIVES AND REPORT FINDINGS TO THE STEWARDSHIP COMMITTEE. TOTAL GRANTS FOR 2024 $53,742,992 0 1 0 0 0 0 0 0 0 CANNON ROBERT W DIRECTOR 0 1035954 0 1107202 0 32593 0 95258 0 169275 0 2440282 0 0 LYNCH JOHN MD PRESIDENT, DIRECTOR 0 1206568 0 0 0 138351 0 0 0 0 0 1344919 0 0 ELL SUSAN J VP & EXEC DIRECTOR 0 343944 0 181820 0 11144 0 37101 0 43839 0 617848 0 0 IROVIC PAUL TREASURER 0 329802 0 138815 0 7265 0 64159 0 44526 0 584567 0 0 PART I, LINE 3 THE COMPENSATION AND BENEFIT AMOUNTS OF THE ORGANIZATION'S OFFICERS AND TOP MANAGEMENT OFFICIALS ARE DETERMINED BY AN INDEPENDENT COMMITTEE OF BJC HEALTH SYSTEM, AN AFFILIATE OF THE FOUNDATION FOR BARNES-JEWISH HOSPITAL. THE COMMITTEE IS COMPRISED OF INDEPENDENT PERSONS AND USES INDEPENDENT COMPENSATION STUDIES AND BENCHMARKING DATA TO ESTABLISH COMPENSATION AMOUNTS AND GUIDELINES. ALL AMOUNTS ARE APPROVED BY THE COMPENSATION COMMITTEE. THE ORGANIZATION RECONCILES THE AGGREGATE AMOUNTS PAID TO THE APPROVAL AMOUNTS SHORTLY AFTER THE CLOSE OF EACH CALENDAR YEAR. PART I, LINE 4B DURING 2024, THE FOLLOWING INDIVIDUALS RECEIVED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PAYMENTS/ACCRUALS FROM THE ORGANIZATION AS REPORTED IN THE DETAILS OF COMPENSATION AND BENEFITS (SEE FORM 990, PART VII AND SCHEDULE J, PART II): CANNON, ROBERT $423,023 ELL, SUSAN $70,557 IROVIC, PAUL $51,482 X 47 1072160 AVG. HIGH/LOW X AUCTION ITEMS 21 169250 FMV X CONSUMABLE ITEMS 2 1800 FMV X RAFFLE ITEM 7 500 FMV 0 1 1 PART I, COLUMN (B): ITEMS DONATED FOR AUCTION, RAFFLE AND CONSUMABLES ARE RELATED TO SPECIAL EVENTS AND REPRESENT THE NUMBER OF ITEMS RECEIVED IN-KIND AT THE ANNUAL ILLIUMINATIONS GALA. PART I, LINE 32B: GIFTS OF SECURITIES ARE DELIVERED INTO ACCOUNTS ESTABLISHED UNDER THE FOUNDATION FOR BARNES-JEWISH HOSPITAL'S NAME AT VARIOUS FINANCIAL INSTITUTIONS. WHEN SECURITIES ARE RECEIVED, REPRESENTATIVES OF THESE INSTITUTIONS NOTIFY THE FOUNDATION FOR BARNES-JEWISH HOSPITAL OF THE DATE OF DELIVERY. THE DONATED SECURITIES ARE SOLD IMMEDIATELY UPON RECEIPT, UNLESS OTHER DONOR STIPULATIONS EXIST OR IT IS NOT PRUDENT AND/OR POSSIBLE TO DO SO. FORM 990, PART V, LINES 1 AND 1C: THE ORGANIZATION IS AN AFFILIATE OF BJC HEALTH SYSTEM (BJC), A SUPPORTING ORGANIZATION DESCRIBED IN CODE SECTION 509(A)(3). BJC ASSUMES RESPONSIBILITY FOR REMITTING ALL PAYMENTS TO VENDORS THROUGH A CENTRALIZED ACCOUNTS PAYABLE SYSTEM. BJC ALSO ASSUMES RESPONSIBILITY FOR REPORTING THESE PAYMENTS TO THE IRS USING ITS EIN AS THE COMMON PAYOR ON FORM(S) 1099,1098,5498, AND W-2G. W2G FORMS ARE PREPARED AND ISSUED BY BJC ON BEHALF OF THE FOUNDATIONS. BJC HEALTH SYSTEM ALSO ASSUMES RESPONSIBILITY FOR WITHHOLDING AND REMITTING ANY TAXES REQUIRED AND WILL PREPARE THE TAX FORMS TO REPORT ANY TAX WITHHOLDINGS. FORM 990, PART VI, SECTION A, LINE 2 CERTAIN OFFICERS, DIRECTORS OR KEY EMPLOYEES OF THE FOUNDATION AND BJC HEALTH SYSTEM (BJC) MAY ALSO SERVE ON THE BOARDS OF OTHER RELATED OR UNRELATED ORGANIZATIONS. ADDITIONALLY, CERTAIN FAMILY MEMBERS OF OFFICERS, DIRECTORS OR KEY EMPLOYEES MAY, DURING THE NORMAL COURSE OF BUSINESS YET CONSISTENT WITH THE STATED EXEMPT PURPOSE OF THE FOUNDATION, ENGAGE IN TRANSACTIONS IN WHICH POTENTIAL CONFLICTS OF INTEREST COULD EXIST. THESE OFFICERS, DIRECTORS, KEY EMPLOYEES AND RELATED PERSONS DISCLOSE THESE POTENTIAL CONFLICTS TO THE FOUNDATION AND BJC ANNUALLY AND DO NOT PARTICIPATE IN DECISIONS IN WHICH THEY HAVE SUCH CONFLICTS. FORM 990, PART VI, SECTION A, LINE 6 BARNES-JEWISH HOSPITAL IS THE SOLE CORPORATE MEMBER OF THE REPORTING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A BARNES-JEWISH HOSPITAL HAS THE POWER TO ELECT OR APPOINT MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO FOUNDATION BYLAWS OR GOVERNING DOCUMENTS ARE SUBJECT TO THE APPROVAL OF BARNES-JEWISH HOSPITAL, THE SOLE CORPORATE MEMBER, AND BJC HEALTH SYSTEM. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PREPARES DRAFT COPIES OF FORM 990 AND ATTACHMENTS FOR REVIEW BY MEMBERS OF FINANCE, LEGAL AND TAX DEPARTMENTS. THE FINAL DRAFT RETURNS ARE REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM AND A COMPLETE COPY IS PROVIDED FOR THE FOUNDATION BOARD OF DIRECTORS TO REVIEW. QUESTIONS AND COMMENTS THAT ARISE DURING THE INDIVIDUAL BOARD MEMBER REVIEWS OF THE FORMS ARE ADDRESSED IN ADVANCE OF SUBMISSION TO THE APPROPRIATE TAXING AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH THE POLICY BY ISSUING ANNUALLY A CONFLICT OF INTEREST QUESTIONNAIRE REMINDING COVERED INDIVIDUALS OF THEIR OBLIGATIONS TO DISCLOSE POTENTIAL CONFLICTS AND REQUESTING THAT THEY COMPLETE A CONFLICTS OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE REQUIRES THE DISCLOSURE OF CONFLICTS AND AN ATTESTATION TO THEIR CONTINUING OBLIGATION TO DISCLOSE SAID CONFLICTS SHOULD THE NEED ARISE. THE RESULTS OF THE CONFLICT OF INTEREST QUESTIONNAIRE ARE REVIEWED BY A CENTRALIZED COMPLIANCE DEPARTMENT AND APPROPRIATE ACTION TAKEN AS NECESSARY. SHOULD THE ORGANIZATION BECOME AWARE OF A CONFLICT NOT PREVIOUSLY REPORTED, ITS GENERAL COUNSEL WOULD INVESTIGATE THE ISSUE AND RESPOND IN ACCORDANCE WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE FOR INSPECTION BY THE GENERAL PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUST 1,903,260. CHANGE IN VALUE OF SPLIT INTEREST 383,634. EQUITY TRANSFERS 33,693. CHANGE IN ESTIMATE ON BAD DEBTS -404,612. ALTON MEMORIAL HEALTH SERVICES FOUNDATION 1109 N OXFORDSHIRE LANE EDWARDSVILLE IL 62025 371177053 SUPPORT TO AMH IL 501(C)(3) LINE 12C, III-FI ALTON MEMORIAL HOSPITAL 1 ALTON MEMORIAL HOSPITAL CHARITABLE TRUST PO BOX 0634 MILWAUKEE WI 53201 376039185 SUPPORT TO AMH IL 501(C)(3) LINE 12D, III-O ALTON MEMORIAL HOSPITAL 1 BARNES JEWISH ST PETERS & PROGRESS WEST FOUNDATION 10 HOSPITAL DRIVE ST PETERS MO 63376 454471497 SUPPORT TO BJSPH & PWHC MO 501(C)(3) LINE 7 BJSPH & PWHC 1 CHRISTIAN HOSPITAL FOUNDATION 11155 DUNN ROAD SUITE 300 N ST LOUIS MO 63136 431947644 SUPPORT TO CHNE MO 501(C)(3) LINE 7 CHRISTIAN HOSPITAL NENW 1 FAIRVIEW HEIGHTS MEDICAL GROUP SC 670 MASON RIDGE CENTER DR SUITE 300 ST LOUIS MO 63141 364147189 HEALTHCARE SERVICES IL 501(C)(3) LINE 3 BJC HEALTH SYSTEM 1 MEMORIAL FOUNDATION INC 4500 MEMORIAL DRIVE BELLEVILLE IL 62226 371186034 SUPPORT TO PMMCI IL 501(C)(3) LINE 7 PROTESTANT MEMORIAL MEDICAL CENTER INC 1 MEMORIAL GROUP INC 4500 MEMORIAL DRIVE BELLEVILLE IL 62226 371186035 SUPPORT TO MFI & PMMCI IL 501(C)(3) LINE 12C, III-FI N/A 0 MISSOURI BAPTIST HEALTHCARE FOUNDATION 3015 N BALLAS ROAD ST LOUIS MO 63131 431472026 SUPPORT TO MBMC MO 501(C)(3) LINE 7 MISSOURI BAPTIST MEDICAL CENTER 1 MISSOURI BAPTIST HOSPITAL OF SULLIVAN AUXILIARY INC 751 SAPPINGTON BRIDGE RD SULLIVAN MO 63080 431349641 SUPPORT TO MBHS MO 501(C)(3) LINE 10 MISSOURI BAPTIST HOSP OF SULLIVAN 1 PARKLAND HEALTH CENTER FOUNDATION 1101 WEST LIBERTY ST FARMINGTON MO 63640 900424964 SUPPORT TO PHC MO 501(C)(3) LINE 12A, I PARKLAND HEALTH CENTER 1 ST LOUIS CHILDREN'S HOSPITAL FOUNDATION ONE CHILDRENS PLACE ST LOUIS MO 63110 431626863 SUPPORT TO SLCH MO 501(C)(3) LINE 7 ST LOUIS CHILDREN'S HOSPITAL 1 SAINT LUKE'S FOUNDATION 901 E 104TH STREET KANSAS CITY MO 64131 446014699 SUPPORT TO SLHS MO 501(C)(3) LINE 7 SAINT LUKES HEALTH SYSTEM 1 SAINT LUKE'S CUSHING HOSPITAL INC (TERM'D 2024) 5830 NW BARRY ROAD KANSAS CITY MO 64154 480543792 HEALTHCARE SERVICES MO 501(C)(3) LINE 3 SAINT LUKES HEALTH SYSTEM 1 WINDSOR CARE INCORPORATED (TERM'D 2024) 4301 MADISON AVENUE KANSAS CITY MO 64111 205284328 HEALTHCARE SERVICES MO 501(C)(3) LINE 10 SAINT LUKES HEALTH SYSTEM 1 THE HEART CARE INSTITUTE LLC 1020 NORTH MASON ROAD ST LOUIS MO 63141 431870517 MEDICAL SERVICES MO N/A 0 0 GAMMA KNIFE CENTER AT BARNES JEWISH HOSP LLC ONE BARNES-JEWISH HOSP PLAZA ST LOUIS MO 63110 431846941 OUTPATIENT CARE SERVICES MO N/A 0 0 THE REHABILITATION INSTITUTE OF ST LOUIS LLC 9001 LIBERTY PARKWAY BIRMINGHAM AL 35242 631254288 MEDICAL SERVICES AL N/A 0 0 THE REHABILITATION INSTITUTE OF SOUTHERN ILLINOIS LLC 9001 LIBERTY PARKWAY BIRMINGHAM AL 35242 834553991 MEDICAL SERVICES AL N/A 0 0 CHILDREN'S DISCOVERY INSTITUTE LLC 4901 FOREST PARK AVE ST LOUIS MO 63108 SEARCH FOR CURES OF PEDIATRIC DISEASES MO N/A 0 0 Y-SIHVI LLC 4500 MEMORIAL DRIVE BELLEVILLE IL 62226 371385862 PHYSICAL THERAPY & FITNESS IL N/A 0 0 SOUTHWEST ILLINOIS HEALTH SERVICES REAL ESTATE LLP 4500 MEMORIAL DRIVE BELLEVILLE IL 62226 823633320 COMMERCIAL REAL ESTATE IL N/A 0 0 ST LOUIS HEALTHCARE SUPPORT SERVICES LLC 4901 FOREST PARK AVE ST LOUIS MO 63108 372121486 SUPPORT SERVICES MO N/A 0 0 SAINT LUKE'S SURGICENTER-LEE'S SUMMIT LLC PO BOX 7010 OVERLAND PARK KS 66207 470853481 MEDICAL SERVICES KS N/A 0 0 MEDICAL PLAZA PARTNERS LP 901 E 104TH KANSAS CITY MO 64131 431357824 OWN & OPERATE MEDICAL OFFICE BUILDING MO N/A 0 0 SAINT LUKE'S - GI DIAGNOSTICS LLC 4321 WASHINGTON STE 5700 KANSAS CITY MO 64111 274142549 MEDICAL SERVICES MO N/A 0 0 SAINT LUKE'S NORTH SURGERY CENTER LLC 901 E 104TH KANSAS CITY MO 64131 920591506 MEDICAL SERVICES MO N/A 0 0 SAINT LUKE'S RADIATION THERAPY-LIBERTY LLC 901 E 104TH KANSAS CITY MO 64131 473793070 MEDICAL SERVICES MO N/A 0 0 SAINT LUKE'S SOUTH SURGERY CENTER LLC PO BOX 7010 OVERLAND PARK KS 66207 201721929 MEDICAL SERVICES KS N/A 0 0 SAINT LUKE'S SOUTH PAIN MANAGEMENT CENTER LLC 7651 W 159TH STREET OVERLAND PARK KS 66223 863451115 MEDICAL SERVICES KS N/A 0 0 KANSAS CITY ORTHPAEDIC INSTITUTE LLC 3651 COLLEGE BLVD LEAWOOD KS 66211 481197295 MEDICAL SERVICES KS N/A 0 0 ATG ASSURANCE COMPANY LTD PO BOX 1109 GRAND CAYMAN GEORGETOWN GR CAYMAN CJ KY1-1002 980599167 INSURANCE CJ N/A C 0 MB MEDICAL SERVICES INC 3015 N BALLAS ROAD ST LOUIS MO 63131 431437404 HEALTHCARE SERVICES MO N/A C 0 PF SERVICES INC 11155 DUNN ROAD ST LOUIS MO 63136 431237767 MANAGEMENT SERVICES MO N/A C 0 ACTIVUM SG FEEDER FUND VII LP ORDNANCE HOUISE 31 PIER ROAD ST. HELIER JE JE4 8PW 981641958 INVESTMENT HOLDINGS JE N/A C 0 SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP 901 E104TH ST KANSAS CITY MO 64131 371471890 INSURANCE SC N/A C 0 ST LUKES HEALTH VENTURES INC 901 E104TH ST KANSAS CITY MO 64131 431278476 ACCOUNTING MO N/A C 0 MEDICAL PLAZA MANAGEMENT INC 901 E104TH ST KANSAS CITY MO 64131 431352317 MEDICAL OFFICE BUILDING MANAGEMENT MO N/A C 0 SAINT LUKES HEALTH SYSTEM INSURANCE LTD 113 SOUTH CHURCH RD GEORGETOWN GR CAYMAN CJ CAPTIVE CJ N/A C 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 1 BJC HOME CARE SERVICES B 1330257 FMV BARNES-JEWISH WEST COUNTY HOSPITAL B 298952 FMV BJC HOME CARE SERVICES L 854388 FMV BJC HEALTHCARE S 20000000 FMV SCHEDULE R, PART II THE FILING ORGANIZATION IS AN AFFILIATE OF BJC HEALTH SYSTEM BUT IS NOT INCLUDED THE GROUP EXEMPTION FOR BJC HEALTH SYSTEM. PER THE INSTRUCTIONS, AN ORGANIZATION THAT ISN'T INCLUDED IN A GROUP EXEMPTION ISN'T REQUIRED TO LIST IN PART II A RELATED ORGANIZATION THAT IS INCLUDED IN A GROUP EXEMPTION. THUS, MEMBERS OF THE BJC HEALTH SYSTEM, INC. GROUP EXEMPTION ARE NOT REPORTED ON SCH R. FOR THE FILING ORGANIZATION.