2022-11-11T12:54:23-06:00 2021-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2021-01-01 431648435 THE FOUNDATION FOR BARNES-JEWISH HOSPITAL FOUN 3142860600 1001 HIGHLANDS PLZ DR WEST 140 ST LOUIS MO 631101339 SUSAN ELL EXEC DIR/VICE PRES 3142860580 2022-11-11 1 SUSAN ELL 999009999 JESSICA A WAGENER P01622613 3128792000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SUSAN ELL 1 BJ HOSPITAL PLAZA ST LOUIS MO 63110 743568221 0 X N/A 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. 37 34 0 33 0 0 22886087 19140905 0 0 31231756 85613943 8964036 1518660 63081879 106273508 35379524 73568779 0 0 0 0 0 0 3586061 6709199 7735210 42088723 81303989 20993156 24969519 941672289 993230579 199991449 237287555 741680840 755943024 X THE FOUNDATION FOR BARNES-JEWISH HOSPITAL HELPS DONORS ENRICH LIVES, SAVE 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 40775947 40775947 CAPITAL:THE FOUNDATION SUPPORTED $40 MILLION TO WASHINGTON UNIVERSITY WHICH INCLUDED THE EXPANSION OF INSTITUTE OF HEALTH ON THE MEDICAL SCHOOL CAMPUS, THIS EXPANSION WILL BENEFIT ALL PARTNERS ON THE MEDICAL CAMPUS. AN ADDITIONAL $500K WAS PROVIDED TO BARNES-JEWISH HOSPITAL WEST COUNTY FOR AN EDUCATIONAL SUITE AND $276K WAS PROVIDED TO BARNES-JEWISH HOSPITAL FOR A SIMULATION CENTER ENHANCING NURISNG EDUCATION AND ADDITIONAL CAPITAL IMPROVMENTS. 22296678 22296678 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 WASHINGTON UNIVERSITY, OR TO FACULTY OF BARNES-JEWISH(SEE SCHEDULE O) GOLDFARB SCHOOL OF NURSING. 2450459 2450459 EXTERNAL COMMUNITY:THE FOUNDATION SUPPORTED COMMUNITY PARTNERS THAT FOCUS ON INCREASING THE OVERALL HEALTH IN OUR REGION. SUPPORT WAS GIVEN TO WASHINGTON UNIVERSITY SCHOOL OF MEDICINE TO ESTABLISH A PERMANENT ENDOWMENT THAT WILL PROVIDE HEALTHCARE EDUCATION AND SCHOLARSHIPS TO FURTHER MEDICAL EDUCATION 8045695 8045695 RECRUITMENT, PATIENT SUPPORT, CAPITAL, EDUCATION, NURSING SCHOLARSHIPS, CHAIRHOLDERS, AND COMMUNITY SUPPORT GRANTS FOR VACCINATION CLINICS: THE FOUNDATION PROVIDES FUNDING TO BARNES-JEWISH HOSPITAL AND WASHINGTON UNIVERSITY 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. 8045695 8045695 73568779 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 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 35 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 X 37 34 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 DC ME MS NV NH ND OR SC UT WA AK X SARAH FREDERICK 3142862057 4249 CLAYTON AVE SUITE 316 ST LOUIS MO 63110 LYNCH JOHN MD PRESIDENT/DIRECTOR 2.00 38.00 X X 0 1156970 0 CANNONROBERT W DIRECTOR 2.00 48.00 X 0 1666504 202693 KRIEGER MARK TREASURER 10.00 40.00 X 0 616747 60230 ELL SUSAN J VP & EXEC DIRECTOR 48.00 2.00 X X 0 458768 93569 BLATT JAMES DIRECTOR 0.10 X 0 0 0 BURKHART PAT DIRECTOR 0.10 X 0 0 0 COHN THOMAS DIRECTOR 0.05 X 0 0 0 DEUTSCH JOHNATHAN DIRECTOR 0.05 X 0 0 0 GULLER ROBERT DIRECTOR 0.00 X 0 0 0 GUPTA MAHENDRA DIRECTOR 0.10 X 0 0 0 HERSCHEND JACOB DIRECTOR 0.00 X 0 0 0 HOUGH THOMAS W DIRECTOR 0.10 X 0 0 0 JOHN SHARON DIRECTOR 0.10 X 0 0 0 KALISHMAN AMY DIRECTOR 0.00 X 0 0 0 KLOBNAK JOHN DIRECTOR 0.10 X 0 0 0 KOCH PAUL DIRECTOR 0.10 X 0 0 0 KODNER IRA MD DIRECTOR 0.10 X 0 0 0 KOPLAR SAM DIRECTOR 0.10 X 0 0 0 KORNBLUM EUGENE DIRECTOR 0.10 X 0 0 0 KOSEM BRAD G DIRECTOR 0.10 X 0 0 0 LEMKEMEIER JOHN DIRECTOR 0.10 X 0 0 0 MACIA ALAINA DIRECTOR 0.10 X 0 0 0 MALTER FELICIA DIRECTOR 0.10 X 0 0 0 MANION STAFFORD DIRECTOR 0.20 X 0 0 0 MYER JAMES S DIRECTOR 0.10 X 0 0 0 OERTILI FREDERICK J DIRECTOR 0.05 X 0 0 0 RENNER LINDA DIRECTOR 0.10 X 0 0 0 RUBIN JUDY DIRECTOR 0.10 X 0 0 0 RUBIN PAM DIRECTOR 0.00 X 0 0 0 SACHS SUSAN STEINBACK DIRECTOR 0.10 X 0 0 0 SCHONWALD ALEXANDER DIRECTOR 0.00 X 0 0 0 SCHWENDINGER TATJANA DIRECTOR 0.10 X 0 0 0 SIEGEL TOM DIRECTOR 0.00 X 0 0 0 STEVENS WILLIAM DIRECTOR 0.05 X 0 0 0 SULLIVANRICHARD T DIRECTOR 0.10 X 0 0 0 THOMAS LAWRENCE DIRECTOR 0.20 X 0 0 0 VOSS ANDREW DIRECTOR 0.20 X 0 0 0 MILES RICHARD CHAIRMAN, DIRECTOR 5.00 X X 0 0 0 0 3898989 356492 0 0 1 0 ADVERTISERS PRINTING CO 1229 S VANDEVENTER AVE ST LOUIS MO 63110 SUPPLY MESSAGING DISTRIBUTION TARGETING 332697 ALTUS HIGHLANDS LLC 231 S BEMISTON AVENUE ST LOUIS MO 63105 PROVIDE COMMERCIAL OFFICE RENTAL 321108 CONTEMPORARY PRODUCTIONS 190 CARONDELET PLAZA 1111 ST LOUIS MO 63105 ENTERTAINMENT AGENCY 271197 EVNTIV LLC 1220 OLIVE STREET ST LOUIS MO 63103 EVENT PLANNING/PRODUCTION AND ENTERTAINM 264676 4 19140905 3758613 19140905 10077853 10077853 324257 324257 712830803 637294713 75536090 75536090 75536090 RECOV PY GRANTS 900099 1194403 1194403 1194403 106273508 0 0 87132603 73362779 73362779 206000 206000 10017 10017 62000 62000 1133663 1133663 819180 303618 515562 306409 103885 202524 97355 71232 26123 4375 1630 2745 319391 315961 3430 1707 1244 463 553 464 89 84703 84703 PURCHASED SERVICES-SALA 4663831 1858195 2805636 ADMIN/OVERHEAD EXPENSES 128400 128400 GIFTS/AWARDS 27125 23110 4015 DONOR CULTIVATION 16931 16931 59570 34096 25474 81303989 73568779 4149149 3586061 1325729 3641725 23856252 22809691 188777 0 69883 190269 691499 436194 169514 255305 461484273 437605336 446408055 520436088 8169806 8292165 941672289 993230579 1446062 0 146365232 180515470 52180155 56772085 199991449 237287555 X 170932042 195158491 570748798 560784533 741680840 755943024 941672289 993230579 X 24969519 -12204002 1496667 X 0 1 X 1 0 X 121617140 19048031 16122332 22886087 19140905 198814495 121617140 19048031 16122332 22886087 19140905 198814495 1624634 197189861 13449083 17837333 21836550 14422135 10402110 77947211 1518534 1878698 4226858 8671699 1194403 17490192 294251898 2012000 0.67010 0.68970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FORGIVENESS OF WUSM DEBT - 2018 AMOUNT: $ 1,000,000. 2019 AMOUNT: $ 1,500,000. RECOVERY PY GRANTS - 2017 AMOUNT: $ 1,518,534. 2018 AMOUNT: $ 878,698. 2019 AMOUNT: $ 2,726,858. 2020 AMOUNT: $ 8,671,699. 2021 AMOUNT: $ 1,194,403. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 553976 X X APPRECIATE IN VALUE 0 378426594 10740180 55935956 12354753 3395207 429352770 357421723 8860697 27575691 12551238 2880279 378426594 322579648 3483589 43024939 8353725 3312728 357421723 331260834 8497048 -3076601 11519762 2581871 322579648 298632068 8103376 39273562 11773932 2974240 331260834 0.27000 0.73000 0.00000 0 0 453808 436194 17614 237691 237691 255305 HEDGE FUNDS 127210933 F PRIVATE EQUITY 141031547 F REAL ASSETS 77396644 F OTHER 174796964 F 520436088 RELATED PARTY LIABILITY 2152272 ANNUITY OBLIGATIONS 1050459 LIABILITY UNDER TRUST AGREEMENTS 2614687 FUNDS HELD FOR WUSM 49630927 LEASE RELATED LAIBILITIES 825722 ACCRUED MANAGEMENT INCENTIVE 277131 OTHER CURRENT LIABILITIES 220887 56772085 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. 1 BARNES - JEWISH HOSPITAL ONE BARNES JEWISH HOSP PLAZA ST LOUIS MO 63110 237309937 501(C)(3) 3410663 0 RESEARCH, PATIENT SUPPORT, EDUCATION, CAPITAL, COMMUNITY SERVICES WASHINGTON UNIVERSITY SCHOOL OF MEDICINE CAMPUS BOX 8018 660 SOUTH EUCLID AVE ST LOUIS MO 63110 430653611 501(C)(3) 67342164 0 RESEARCH, PATIENT SUPPORT, EDUCATION, MD RECRUITMENT BJC HOME CARE SERVICES 1935 BELTWAY DRIVE ST LOUIS MO 63114 431450457 501(C)(3) 1352688 0 HOSPICE, HME, HOME CARE PEDAL THE CAUSE 9288 DEILMAN INDUSTRIAL DR ST LOUIS MO 63132 272233336 501(C)(3) 200000 0 ANNUAL FUNDRAISING BIKE CHALLENGE FOR CANCER RESEARCH HAVEN HOUSE 1973 CRAIGSHIRE DR ST LOUIS MO 63146 201876315 501(C)(3) 66000 0 2021 SUPPORT FOR HAVEN HOUSE JEWISH COMMUNITY CENTER OF ST LOUIS 2 MILLSTONE CAMPUS DR ST LOUIS MO 63146 430681477 501(C)(3) 15000 0 2021 SUPPORT FOR THE ST. LOUIS JEWISH COMMUNITY CENTER (THE J) PINK RIBBON GIRLS 32 E MAIN TRIPP CITY OH 45371 320020270 501(C)(3) 47000 0 2021 SUPPORT FOR PINK RIBBON GIRLS PROVIDENT INC 2650 OLIVE ST ST LOUIS MO 63103 430652630 501(C)(3) 35799 0 2021 SUPPORT FOR PROVIDENT, INC. VOYCE 680 CRAIG ROAD ST LOUIS MO 63141 431480438 501(C)(3) 50000 0 2021 SUPPORT FOR VOYCE BARNES JEWISH WEST COUNTY HOSPITAL 12634 OLIVE BLVD ST LOUIS MO 63141 431527130 501(C)(3) 501180 0 CAPITAL, PATIENT SUPPORT & EDUCATION ALIVE INC PO BOX 28733 ST LOUIS MO 63146 431298527 501(C)(3) 10000 0 2021 SUPPORT FOR ALIVE, INC. COVENANT HOUSE MISSOURI 2727 NORTH KINGSHIGHWAY BLVD ST LOUIS MO 63113 431821599 501(C)(3) 25000 0 2021 SUPPORT FOR COVENANT HOUSE MISSOURI INTERFAITH RESIDENCE (DBA DOORWAYS) 4385 MARYLAND AVE ST LOUIS MO 63108 431484279 501(C)(3) 100000 0 2021 SUPPORT FOR DOORWAYS HUMANITRI 3601 WEBER RD ST LOUIS MO 63125 431470568 501(C)(3) 15000 0 2021 SUPPORT FOR INTERPRETING SERVICES JEWISH FAMILY SERVICES OF ST LOUIS 10950 SCHUETZ ROAD ST LOUIS MO 63146 430790330 501(C)(3) 68000 0 2021 SUPPORT TO PROVIDE CHILDREN ADULTS AND SENIORS IN ST. LOUIS REGION WITH THE SUPPORT THEY NEED TO LEAD VIBRANT HEALTHY LIVES OPERATION FOOD SEARCH INC 1644 LOTSIE BLVD ST LOUIS MO 63132 431241854 501(C)(3) 50000 0 2021 SUPPORT FOR OPERTATION FOOD SERVICE ST ANDREWS CHARITABLE FOUNDATION 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 260568165 501(C)(3) 32660 0 2021 SUPPORT TO IMPROVE QUALITY OF LIFE FOR SENIORS-IN-NEED THROUGH RELIABLE & COMPASSIONATE CARE THE BREAKFAST CLUB INC 3935 GALAXIE DRIVE ST LOUIS MO 63034 431892689 501(C)(3) 30000 0 2021 SUPPORT FOR IMPACTING THE ST. LOUIS METROPOLITAN COMMUNITY THROUGH EDUCATION AWARENESS RESOURCES BJC HEALTH SYSTEM (DBA BJC HEALTHCARE) 4901 FOREST PARK AVE SUITE 1200 ST LOUIS MO 63108 431617558 501(C)(3) 11625 0 2021 OPERATIONAL SUPPORT FOR COMMUNITY DEFRIBULLATOR PROGRAM 19 0 BJC EMPLOYEE RELIEF PROGRAM 365 202000 0 FMV EMERGENCY ASSISTANCE FOR EMPLOYEES KNOWLTON AWARDEES 2 4000 FMV RECOGNITION AWARDS FOR KNOWLTON AWARDS CEREMONY 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 EXPENSE REPORTS TO THE FOUNDATION FOR REVIEW. HOSPITAL ACCOUNTING STAFF RECEIVES INVOICES SUBMITTED BY THE UNIVERSITY AND APPROVES THEM ON THE FOUNDATION'S BEHALF. 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 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 2021 $73,568,779. 0 1 0 0 0 0 0 LYNCH JOHN MD PRESIDENT/DIRECTOR 0 1036195 0 0 0 120775 0 0 0 0 0 1156970 0 0 CANNONROBERT W DIRECTOR 0 898480 0 674057 0 93967 0 46128 0 156565 0 1869197 0 79929 KRIEGER MARK TREASURER 0 439183 0 166362 0 11202 0 0 0 60230 0 676977 0 25842 ELL SUSAN J VP & EXEC DIRECTOR 0 316277 0 114865 0 27626 0 40092 0 53477 0 552337 0 18659 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 2021, 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 $203,306 KRIEGER,MARK $65,800 ELL,SUSAN $47,680 X 44 3391806 AVG. HIGH/LOW X 2 366807 INDEPENDENT APPRAISAL 0 1 1 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B. 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. NORMALLY THE FOUNDATION FOR BARNES-JEWISH HOSPITAL PERSONNEL INSTRUCT THESE INSTITUTIONS TO SELL THE SECURITIES 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. THE AMOUNT REPORTED ON LINE 1, IF ANY, REFLECTS THE NUMBER OF FORMS FILED BY BJC HEALTH SYSTEM (EIN 43-1617558) ON BEHALF OF THE ORGANIZATION. 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 1,225,242. CHANGE IN VALUE OF SPLIT INTEREST 256,424. EQUITY TRANSFERS 15,000. ROUNDING ADJUSTMENT 1. 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 ONE MEMORIAL HOSPITAL DRIVE ALTON IL 62002 370661172 HEALTHCARE SERVICES IL 501(C)(3) LINE 3 CH ALLIED SERVICES INC 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 HOSP AUXILIARY PARKVIEW CHAPTER ONE BARNES-JEWISH HOSPITAL PLAZA ST LOUIS MO 63110 237000410 SUPPORT TO BJH MO 501(C)(3) LINE 12C, III-FI BARNES-JEWISH 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 BJSP HOSPITAL & PROGRESS WEST 1 BARNES-JEWISH HOSPITAL ONE BARNES-JEWISH HOSPITAL PLAZA ST LOUIS MO 63110 237309937 HEALTHCARE SERVICES MO 501(C)(3) LINE 3 BJC HEALTH SYSTEM 1 BARNES-JEWISH ST PETERS HOSPITAL AUXILIARY 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