2026-05-15T13:15:16+00:00 2025-06-30 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2024-07-01 592622323 SHANDS JACKSONVILLE FOUNDATION INC SHAN 9042440411 655 West 8th Street Jacksonville FL 32209 Stephen Motew CEO 2026-05-15 true true Brittney Kocaj P01320603 9542028600 2026-05-15 2024 2025-03-06 01:10:19Z Stephen Motew MD 655 West 8th Street Jacksonville FL 32209 2177811 false X UFHEALTHJAX.ORG X 1985 FL Support the mission of Shands Jacksonville Medical Center Inc to promote health through outstanding and high-quality patient care, innovative and rigorous education, and high-impact research. 3 0 0 0 0 1054816 1942742 120427 120427 115084 114642 0 1290327 2177811 413441 803396 0 0 0 861437 561783 1311758 975224 2115154 315103 62657 36050585 35992915 32275043 32154716 3775542 3838199 As a part of UF Health, the organization's mission is to promote health through outstanding and high-quality patient care, innovative and rigorous education in the health professions and biomedical sciences, and high-impact research across the spectrum of basic, translational and clinical investigation. false false 1130414 803396 120427 Shands Jacksonville Foundation serves as the philanthropic arm of UF Health Jacksonville, raising contributions and charitable support to advance the organization's mission of delivering exceptional patient care, medical education, research, and community health services across northeast Florida and southeast Georgia. Through partnerships with individuals, corporations, and community organizations, the Foundation helps fund critical programs, innovative medical technologies, facility enhancements, patient assistance initiatives, and educational opportunities for future healthcare professionals. By supporting Shands Jacksonville Medical Center, the Foundation plays a key role in strengthening access to high-quality, compassionate healthcare throughout the region. 1130414 true true false false false false false false false false true false false true true true 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 false false false false true false false false false true 0 0 0 false false false false false false false false false false false false X 3 0 true false false false true true true true false false false false true true true true true true false false false false FL X KENT BAILEY 3522657962 PO BOX 100336 GAINESVILLE FL 326100336 Dean Cocchi MBA Treasurer / CFO 0.5 49.5 X X 0 592162 44091 Gregory Miller MBA President & Director / EVP COO 2.0 48.0 X X 0 688909 48584 Patrick Green MBA FACHE Chairman / SVP & Northeast Florida Regional President 0.5 49.5 X X 0 1447872 24867 Geoffrey Gardner UF HEALTH EVP AND CFO 0.5 49.5 X 0 179547 1096 Jon DeBardeleben ESQ Secretary / VP Senior Counsel 0.5 49.5 X 0 317229 46885 Stephen Motew MD UF Health Pres & System CEO 0.5 49.5 X 0 1585335 22787 0 4811054 188310 0 false true false 0 4546 1048924 889272 1942742 RENTAL INCOME 531120 120427 120427 0 0 0 0 120427 114642 114642 0 0 0 0 0 0 0 0 0 2177811 120427 0 114642 803396 803396 0 0 0 0 385321 262018 123303 Fundraising Expenses 861437 861437 Support for UF Health Personnel 65000 65000 0 0 0 0 2115154 1130414 123303 861437 5582332 897477 4696 0 41444 9537 0 0 0 0 27256704 5569869 17063081 21686835 0 0 13359032 13399066 36050585 35992915 0 0 0 32275043 32154716 32275043 32154716 X 3522097 3584754 253445 253445 3775542 3838199 36050585 35992915 62657 0 X false true true false X X 1 Shands Jackonville Medical Center Inc 592142859 3 true 803396 327018 1 803396 327018 true false false false false false false false false false false false false false false false Schedule A, Part IV, Section C, Line 1 Majority director detail The supporting organization, Shands Jacksonville Foundation Inc ("SJF"), is a Type II supporting organization that is supervised or controlled in connection with its sole supported organization, Shands Jacksonville Medical Center Inc ("SJMC"). This relationship is established through a comprehensive governance structure under the ultimate authority of the University of Florida. Shands Jacksonville HealthCare Inc ("SJHC") is the sole member of the supporting organization, SJF, and in that capacity, has the power to appoint and remove the directors of SJF. During the tax year, the governance of both SJHC and the supported organization, SJMC, was formally aligned through the adoption of Amended and Restated Bylaws. This alignment vests the control and management of both SJMC and SJHC in the same persons (specifically, the individuals serving as directors of the UF Health Board). The University of Florida, acting through its Board of Trustees and the UF Health Board, retains ultimate control over this entire structure, including the exclusive power to appoint and remove the directors of SJMC and SJHC and to approve amendments to their governing documents. Because the ultimate controlling body (the University of Florida) has established a system where the same persons control both the supported organization (SJMC) and the entity (SJHC) that directly controls the supporting organization (SJF), the requirement for common supervision or control is met. This structure ensures SJF is responsive to the needs of its supported organization and satisfies the requirements for a Type II supporting organization. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14860808 14860808 6628802 5242485 1386317 712182 327384 384798 5054912 5054912 21686835 Deposits and Other 3596780 Due From Affiliates 4826330 Lease receivable 4975956 13399066 Federal Income Taxes Due to Affiliates 27622398 Deferred Inflow - Leases 4532318 32154716 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Company and its subsidiaries are exempt from federal income taxes pursuant to Section 501(a) as organizations described in Section 501(c)(3) of the Internal Revenue Code and from state income taxes pursuant to Chapter 220 of the Florida Statutes. true SHANDS JACKSONVILLE MEDICAL CENTER 655 WEST 8TH STREET Jacksonville FL 32209 592142859 501(C)(3) 803396 0 N/A N/A SUPPORT FOR MISSION OF SJMC 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Shands Jacksonville Foundation, Inc ("the Foundation") is a supporting organization of its sole grantee Shands Jacksonville Medical Center ("SJMC"), a related not-for-profit hospital whose mission is to improve the lives of patients and the community through innovations in healthcare. The Foundation maintains oversight over the use of grant funds provided to SJMC through overlapping executive leadership, with Foundation officers also serving in executive roles at SJMC. false false false false false false false Dean Cocchi MBA Treasurer / CFO 0 487582 0 102288 0 2292 0 20700 0 23391 0 636253 0 0 Patrick Green MBA FACHE Chairman / SVP & Northeast Florida Regional President 0 1076940 0 346500 0 24432 0 0 0 24867 0 1472739 0 0 Gregory Miller MBA President & Director / EVP COO 0 539831 0 120031 0 29047 0 20700 0 27884 0 737493 0 0 Jon DeBardeleben ESQ Secretary / VP Senior Counsel 0 256728 0 59625 0 876 0 19588 0 27297 0 364114 0 0 Geoffrey Gardner UF HEALTH EVP AND CFO 0 54547 0 0 0 125000 0 0 0 1096 0 180643 0 0 Stephen Motew MD UF Health Pres & System CEO 0 1238596 0 233750 0 112989 0 10800 0 11987 0 1608122 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The organization's top management official is Stephen Motew, President and System CEO. His compensation is established by UF Health Corporation, a related organization, utilizing the following methods: -Approval by the compensation committee -Independent compensation consultant -Form 990 of other organizations -Compensation study Form 990, Part VI, Line 15 PROCESS TO ESTABLISH EXECUTIVE COMPENSATION Compensation of the organization's officers is reviewed and approved by UF Health Corporation, a related organization; therefore, Form 990 Part VI Lines 15a and 15b have been answered "no" in accordance with the Form 990 instructions. Pursuant to the organization's bylaws, the UF Health Corporation Board of Directors has established a compensation committee comprised of individuals serving on the Board of Directors. The compensation committee is responsible for reviewing and approving executive compensation, after consultation with the CEO of UF Health Corporation. Officer compensation is subject to the University Governance Standards and any Board of Directors Conflicts of Interest policies. The compensation committee of UF Health Corporation engages Mercer, an independent consultant with expertise in the development of compensation surveys on executive pay levels across different industries, to provide competitive data and guidance on determining appropriate and reasonable ranges and salaries. Mercer annually reviews all aspects of executive compensation for senior UF Health officers and key employees - including all elements of supplemental benefits - to ensure that total remuneration is reasonable. The compensation committee of UF Health Corporation utilizes the information provided by Mercer when reviewing and approving executive compensation. This process is undertaken annually and was last conducted during fiscal year 2025. The compensation committee documents deliberations and determinations in committee meeting minutes. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Jon Debardeleben; Greg Miller; Patrick Green; Dean Cocchi; Geoff Gardner - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders The organization's sole member is Shands Jacksonville Healthcare Inc ("SJHC".) The members of the organization's Board of Directors are appointed by SJHC. By way of authority granted by The University of Florida, SJHC is controlled by UF Health Corporation. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Shands Jacksonville Foundation, Inc. shall be managed by or under the direction of the Board of Directors. The Board of Directors shall consist of no less than three (3) directors who shall be appointed by and shall serve at the discretion and pleasure of the Member (Shands Jacksonville Healthcare, Inc.). Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The following actions shall require approval by the Member: a) The adoption of annual operating and capital budgets b) The merger or dissolution, or the sale, lease, exchange or other disposition of all or substantially all of the assets c)The acquisition of an interest in real or personal property, outside of approved budgetary authority, at a price involving an annual economic obligation in excess of Five Hundred Thousand Dollars. d)The conveyance or disposition of an interest in real or personal property involving fair market value, net book value, or an annual economic benefit exceeding Five Hundred Thousand. e)The establishment of a long range or strategic plan f)The incurrence of long term indebtedness g)The appointment or removal of officers or directors h) The amendment of bylaws or articles of incorporation or i) such other matters where member or shareholder action is required by law. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body There were no committees during the year with authority to act on the behalf of the governing body. Form 990, Part VI, Line 11b Review of form 990 by governing body A COMPLETE COPY OF THE FORM 990 WAS SENT TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING THE FORM. Form 990, Part VI, Line 12c Conflict of interest policy THE CORPORATE COMPLIANCE DEPARTMENT'S CONFLICTS OF INTEREST POLICY COVERS ANY DIRECTOR, OFFICER, MEMBER OF A BOARD COMMITTEE OR KEY STAFF MEMBER WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST AS DEFINED BY THE POLICY. THE INDIVIDUALS COVERED UNDER THE POLICY ARE REQUIRED TO DISCLOSE A CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST annually and WHEN IT ARISES. THE DELIBERATIVE BODY, AS DEFINED BY THE POLICY, REVIEWS AND MONITORS CONFLICTS OF INTERESTS AS THEY ARISE. ANY INDIVIDUAL WHO HAS A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIVE BODY'S DELIBERATIONS AND DECISION IN THE TRANSACTION. Form 990, Part VI, Line 19 Required documents available to the public Shands Jacksonville Foundation, Inc. makes its governing documents, conflict of interest policy and financial statements available to the public when it is requested. A printed copy of the request is provided. University of Florida 226 Tigert Hall Gainesville FL 32611 596002052 Education FL NA false University of Florida Health Corporation PO Box 100336 Gainesville FL 32610 592699965 Support UF and related clinical entities FL 501(c)(3) 3 UF false Shands Teaching Hospital and Clinics Inc PO Box 100336 Gainesville FL 32610 591943502 Medical services FL 501(c)(3) 3 UF Health Corp false Elder Care of Alachua County Inc PO Box 100336 Gainesville FL 32610 593051104 Services for the elderly FL 501(c)(3) 7 STHC false Southeastern Healthcare Foundation PO Box 100336 Gainesville FL 32610 592357609 Hospital support FL 501(c)(3) Type II STHC false Shands Auxiliary Inc PO Box 100336 Gainesville FL 32610 593551267 Hospital support FL 501(c)(3) Type I SEHF false Shands Jacksonville Medical Center Inc 655 West 8th Street Jacksonville FL 32209 592142859 Medical services FL 501(c)(3) 3 UF Health Corp false Shands Jacksonville Healthcare Inc 655 West 8th Street Jacksonville FL 32209 592441966 Support SJMC FL 501(c)(3) Type II UF Health Corp false Shands Jacksonville Affiliates Inc 655 West 8th Street Jacksonville FL 32209 591913819 Support SJMC FL 501(c)(3) Type I SJMC false Shands Jacksonville Properties Inc 655 West 8th Street Jacksonville FL 32209 591158241 Support SJMC FL 501(c)(3) Type II SJHC false Shands Jacksonville Community Services Inc 655 West 8th Street Jacksonville FL 32209 510173761 Support SJMC FL 501(c)(3) Type II SJHC false Central Florida Health Inc DBA UF Health Central Florida 600 East Dixie Avenue Leesburg FL 34748 331197054 Support STHC, UFHL, and UFSP FL 501(c)(3) Type II STHC false Leesburg Regional Medical Center Inc DBA UF Health Leesburg Hospital 600 East Dixie Avenue Leesburg FL 34748 590878982 Medical services FL 501(c)(3) 3 UFHCF false The Villages Tri-County Medical Center Inc DBA UF Health Spanish Plaines Ho spital 1451 El Camino Real The Villages FL 32159 593527036 Medical services FL 501(c)(3) 3 UFHCF false Leesburg Regional Medical Center Foundation Inc DBA UF Health Leesburg Hosp ital Foundation 600 East Dixie Avenue Leesburg FL 34748 591800743 Support UFHL FL 501(c)(3) Type I UFHL false The Villages Regional Hospital Auxiliary Foundation Inc DBA UF Health Spani sh Plaines Hospital Auxiliary Foundation 1501 N US Highway 441 Suite 182 The Villages FL 32159 550818419 Support UFSP FL 501(c)(3) Type I UFSP false Flagler Hospital Inc 400 Health Park Blvd St Augustine FL 32086 590675143 Medical services FL 501(c)(3) 3 STHC false Flagler Home Care LLC 301 Health Park Blvd STE 327 St Augustine FL 32086 821562462 Home Care services FL 501(c)(3) 10 Flagler Hospital false Flagler Health Care Foundation Inc 400 Health Park Blvd St Augustine FL 32086 592440537 Hospital support FL 501(c)(3) Type I Flagler Hospital false Florida Clinical Practice Association Inc PO Box 100205 Gainesville FL 326100205 591680273 Enhance medical education and research at The University of Florida FL 501(c)(3) Type I UF Health Corp false University of Florida Jacksonville Physicians Inc 653 West 8th Street Jacksonville FL 32209 591867557 Support UF College of Medicine - Jacksonville FL 501(c)(3) Type I UF Health Corp false Faculty Clinic Inc PO Box 44008 Jacksonville FL 32231 592856153 Support UF Jax Physicians FL 501(c)(3) Type I UF false University of Florida Foundation Inc PO Box 14425 Gainesville FL 326042425 590974739 Support The University of Florida FL 501(c)(3) 7 UF false University of Florida Investment Corporation (UFICO) 4510 NW 6th Place 2nd Floor Gainesville FL 32607 201226494 Investment management FL 501(c)(3) Type I UF false University of Florida Development Corporation 747 SW 2nd Avenue IMB 49 Gainesville FL 32601 352427022 Support The University of Florida and promote economic development FL 501(c)(3) Type I UF false Gatorcare Health Management Corporation 1329 SW 16th Street Gainesville FL 32610 461185106 Self-Insured Health Ins Plan FL 501(c)(3) Type I UF false University of Florida Medical Guild of Gainesville Inc PO Box 100215 Gainesville FL 32610 510153878 Support UF FL 501(c)(3) 10 UF false SOUTHERN HOSPITAL SYSTEMS INC PO BOX 100336 GAINESVILLE FL 32610 591930524 SUPPORT FOR SHANDS JACKSONVILLE MEDICAL CENTER, INC. FL NA C Corporation false FLAGLER HEALTH SERVICES INC 400 HEALTH PARK BLVD ST AUGUSTINE FL 32086 592484352 REAL ESTATE LEASING FL NA C Corporation false HEALTH PARK OWNERS ASSOCIATION 400 HEALTH PARK BLVD ST AUGUSTINE FL 32086 592869538 PROPERTY MANAGEMENT FL NA C Corporation false ANDERSON GIBBS CONDOMINIUM ASSOCIATION 400 HEALTH PARK BLVD ST AUGUSTINE FL 32086 593223458 PROPERTY MANAGEMENT FL NA C Corporation false FLAGLER PROFESSIONAL HEALTH CARE SERVICES 400 HEALTH PARK BLVD ST AUGUSTINE FL 32086 364860252 HEALTHCARE FL NA C Corporation false Shands HealthCare 457(b) Top Hat Plan PO BOX 100336 GAINESVILLE FL 326100336 816362932 Trust - 457(b) Top Hat Plan FL NA Trust false Flagler Hospital Executive Savings Plan 400 HEALTH PARK BLVD ST AUGUSTINE FL 32086 590675143 Trust - executive savings plan FL NA Trust false false true true false false false false false false false false false true true true true false true true