2026-04-22T10:15:26-04:00 2025-06-30 PWC US TAX LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990EZ 2024-07-01 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 2026-04-14 true true ERICA R MCREYNOLDS P00977806 2673303000 2026-03-23 2024 2025-03-06 01:10:19Z X X X N/A X X 9717 X 1536 8181 7747 434 0 0 0 0 1970 0 53 53 1917 61147 -63064 0 61147 0 0 4277009 0 4338156 0 4277009 0 61147 0 X SEE SCHEDULE O 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). 0 0 0 KAREN ZUR MD PRESIDENT, DIRECTOR 1.0 1017655 55318 0 GIL BINENBAUM MD VICE PRESIDENT, DIRECTOR 1.0 880262 66342 0 THOMAS KOLON MD SECRETARY, DIRECTOR 1.0 1277499 61438 0 N SCOTT ADZICK MD CHAIRMAN, DIRECTOR 1.0 2755817 61676 0 JONATHAN M CHEN MD TREASURER, DIRECTOR 1.0 2197675 54326 0 JOHN FLYNN MD DIRECTOR 1.0 1502445 68870 0 JESSE A TAYLOR MD DIRECTOR 1.0 2397226 67302 0 MICHAEL NANCE MD DIRECTOR 1.0 980782 67670 0 PHILIP STORM MD FORMER DIRECTOR 0.0 1973778 67670 0 MONTE MILLS MD FORMER DIRECTOR 0.0 688230 60165 0 false false false false true false false false false PA LINDA FLOCCO 3500 CIVIC CENTER BLVD ROOM 2514 PHILADELPHIA PA 19104 2155902707 false false false false false false false false false false false true 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 CHILDREN'S SURGICAL ASSOCIATES, LTD (CSA) AND CHILDREN'S SURGICAL ASSOCIATES OF NEW JERSEY, INC. (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. ARTISAN INTL VALUE FUND-INS 2025-06-27 5335 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LT 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C)(3) EUPAC FUND-F3 2025-06-27 4689 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 2025-06-27 25610 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 2025-06-27 16685 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 2025-06-27 3538 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LT 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C)(3) ISHARES RUSSELL MIDCAP GROWTH ETF 2025-06-27 2210 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LT 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C)(3) ISHARES RUSSELL MIDCAP VALUE ETF 2025-06-27 1967 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LT 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C)(3) ISHARES RUSSELL 2000 ETF 2025-06-27 5385 MARKET SALE PRICE 232589322 CHILDREN'S SURGICAL ASSOCIATES LT 3500 CIVIC CENTER BLVD RM 2514 PHILADELPHIA PA 19104 501(C)(3) false false false false true true true true false FORM 990-EZ, PART III, LINE 28 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 990EZ PART I LINE 20 Description:UNREALIZED GAIN ON INVESTMENTS Amount:4255 FORM 990EZ PART I LINE 20 Description:SAREF TRANSFER TO CSA PA Amount:67319 FORM 990EZ PART II LINE 24 Description:DUE FROM AFFILIATES BOY Amount:4277009 EOY Amount: FORM 990EZ PART II LINE 26 Description:DUE TO AFFILIATES BOY Amount:4277009 EOY Amount: