2019-11-14T14:56:43-06:00 2018-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2018-01-01 431648435 THE FOUNDATION FOR BARNES-JEWISH HOSPITAL FOUN 3142860600 1001 HIGHLANDS PLZ DR WEST NO 140 ST LOUIS MO 631101339 SUSAN ELL EXEC DIR/VICE PRES 3142860580 2019-11-11 1 JESSICA A WAGENER P01622613 3128792000 159.251.7.4 2019-11-11 21:11:14 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 62D05A1550003123344EE78D68DE169571DF7517 2018 2020-03-31 21:24:44Z SUSAN ELL 1 BJ HOSPITAL PLAZA ST LOUIS MO 63110 732205225 0 X N/A X 1996 MO THE FOUNDATION FOR BARNES-JEWISH HOSPITAL HELPS DONORS ENRICH LIVES, SAVE LIVES, AND TRANSFORM. 36 33 0 36 0 0 121617140 19048031 0 0 55559884 28298949 2315355 3211640 179492379 50558620 36684716 33909255 0 0 0 0 0 0 3103948 6221906 6171132 42906622 40080387 136585757 10478233 808278756 869478003 112634600 186869004 695644156 682608999 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, AND OUR AFFILIATES BY FUNDING:INNOVATIVE RESEARCHMEDICAL EDUCATION FOR DOCTORS, NURSES AND PHARMACISTSTECHNOLOGY AND EQUIPMENTCARE ESSENTIALS FOR PATIENTS IN NEED, ANDCOMMUNITY OUTREACH TO PROMOTE HEALTH AND WELLNESS 0 0 13998318 13998318 RESEARCH:THE FOUDATION SUPPORTS 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. 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 GOLDFARB SCHOOL OF NURSING. ALTHOUGH WE FUND A VARIETY OF HEALTHCARE AREAS PER DONOR WISHES, A MAJORITY OF OUR RESEARCH FUNDING IS FOR PROJECTS IN CANCER, PALIATIVE CARE, THE NEUROSCIENCES (STROKE, BRAIN TUMOR, AND EPILEPSY), AND ORGAN TRANPLANT. 6455414 6455414 RECRUITMENT:THE FOUNDATION SUPPORTS THE RECRUITMENT OF TOP PHYSICIANS AND RESEARCHERS TO BARNES JEWISH HOSPITAL AND WASHINGTON UNIVERSITY FACULTY POSITIONS AND SUPPORTS THE EXCEPTIONAL WORK OF NATIONAL LEADERS IN MEDICINE ON THE WASHINGTON UNIVERSITY CAMPUS. FUNDS FROM THE FOUNDATION SUPPORTED BOARD CHAIRS IN NEUROLOGY AND INTERNAL MEDICINE. 5026772 5026772 GENERAL OPERATIONS:THE FOUNDATION SUPPORTS HOSPITAL OPERATIONS THAT HAVE A SIGNIFICANT IMPACT ON THE MISSION OF THE HOSPITAL BOTH INTERNALLY AND EXTERNALLY. EXTERNAL SUPPORT IS FOR MAMMOGRAPHY VAN AND STAY HEALTHY CLINIC. THE INTERNAL SUPPORT IS FOR MAINTENANCE OF NURSING CERTIFICATIONS AND MAGNET STATUS. 8428751 8428751 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. THIS INCLUDES SCHOLARSHIP AND EDUCATIONAL RESEARCH INITIATIVES. 8428751 8428751 33909255 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 X 52 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 X 36 33 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 VALERIE GRAY 3142860572 4249 CLAYTON AVE SUITE 316 ST LOUIS MO 63110 BLAIR JAMES DIRECTOR 0.00 X 0 0 0 BLATT JAMES DIRECTOR 0.10 X 0 0 0 BROWN MEL F DIRECTOR 0.10 X 0 0 0 BUTLER ISAAC L DIRECTOR 0.05 X 0 0 0 COLE RON DIRECTOR 0.10 X 0 0 0 GERBER RANDY S DIRECTOR 0.10 X 0 0 0 GOLDSTEIN RICHARD DIRECTOR 0.10 X 0 0 0 GUPTA MAHENDRA DIRECTOR 0.10 X 0 0 0 HOUGH THOMAS W DIRECTOR 0.10 X 0 0 0 JACOB CARMEN DIRECTOR 0.05 X 0 0 0 JOHN SHARON DIRECTOR 0.10 X 0 0 0 KLOBNAK JOHN DIRECTOR 0.10 X 0 0 0 KODNER IRA DR 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 LIEKWEG RICHARD DIRECTOR EX-OFFICIO 1.00 49.00 X 0 1898100 193455 LINDQUIST RICHARD DIRECTOR 0.20 X 0 0 0 MANION STAFFORD DIRECTOR 0.20 X 0 0 0 MATTHEWS CHARLES MATT 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 ROBERTS MICHAEL L DIRECTOR 0.20 X 0 0 0 SACHS SUSAN STEINBACK DIRECTOR 0.10 X 0 0 0 SCHEFFEL WILLIAM DIRECTOR 0.05 X 0 0 0 SCHWENDINGER TATJANA DIRECTOR 0.10 X 0 0 0 STEVENS WILLIAM DIRECTOR 0.05 X 0 0 0 STIEVEN JOSEPH DIRECTOR 0.05 X 0 0 0 SUELTHAUS KENNETH H DIRECTOR 0.10 X 0 0 0 SULLIVANRICHARD T DIRECTOR 0.10 X 0 0 0 THOMAS LAWRENCE DIRECTOR 0.20 X 0 0 0 WARSHAW HENRY DIRECTOR 0.20 X 0 0 0 WIELANSKY LEE DIRECTOR 0.10 X 0 0 0 CANNONROBERT W PRESIDENT/DIRECTOR 2.00 48.00 X X 0 1102615 97682 ELL SUSAN J VP & EXEC DIRECTOR 48.00 2.00 X X 0 447759 74093 MILES RICHARD CHAIRMAN 5.00 X X 0 0 0 KRIEGER MARK TREASURER NO VOTE 10.00 40.00 X 0 589324 76412 0 4037798 441642 0 0 1 0 ALTUS HIGHLANDS LLC 231 S BEMISTON AVENUE ST LOUIS MO 63105 PROVIDE COMMERCIAL OFFICE RENTAL 360415 EVNTIV LLC 1220 OLIVE STREET ST LOUIS MO 63103 EVENT PLANNING/PRODUCTION AND ENTERTAINM 164117 SUN HIGHLANDS PLAZA LLC 1001 HIGHLANDS PLAZA DRIVE ST LOUIS MO 63110 PROVIDE COMMERCIAL OFFICE RENTAL 117548 3 1161524 17886507 1963177 19048031 17535455 17535455 301577 301577 692218463 681454969 10763494 10763494 10763494 1223000 1161524 191636 1031364 1031364 FORGIVENESS OF WUSM DE 900099 1000000 1000000 RECOV PY GRANTS 900099 878699 878699 1878699 50558620 0 0 31510589 33909255 33909255 60000 60000 1291561 1291561 3074035 1167761 1906274 16185 16185 393770 68162 325608 246035 246035 13443 890 12553 10268 815 9453 73657 44667 28990 PURCHASED SERVICES 440946 3923 437023 LOSS FROM BAD DEBTS 131654 131654 ADMIN/OVERHEAD EXPENSES 120125 120000 125 CATERING AND MEALS 115258 1367 113891 184195 62003 122192 40080387 33909255 3067184 3103948 0 7762821 2665272 19600749 19535669 109400000 0 3512 30249 444286 297604 220340 146682 207385367 460178685 458075113 381721491 5830854 5199955 808278756 869478003 570289 597967 100719156 158413435 11345155 27857602 112634600 186869004 X 137213848 131691276 392818322 379210592 165611986 171707131 695644156 682608999 808278756 869478003 X 10478233 -25673943 2160553 X 0 1 X 1 0 X 79332670 79017401 56590907 121617140 19048031 355606149 79332670 79017401 56590907 121617140 19048031 355606149 5677201 349928948 9555450 9161137 10002655 13449083 17837333 60005658 436612 896965 1209053 1518534 1878698 5939862 421551669 3987271 0.83010 0.86210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FORGIVENESS OF WUSM DEBT - 2018 AMOUNT: $ 1,000,000. RECOVERY PY GRANTS - 2014 AMOUNT: $ 436,612. 2015 AMOUNT: $ 896,965. 2016 AMOUNT: $ 1,209,053. 2017 AMOUNT: $ 1,518,534. 2018 AMOUNT: $ 878,698. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 331260834 8497048 -3076601 -11519762 -2581871 322579648 298632068 8103376 39273562 -11773932 -2974240 331260834 288090919 11051906 15233366 -13046013 -2698110 298632068 294819614 3526211 -571073 -7185365 -2498468 288090919 291290736 1850412 13799782 -9801922 -2319394 294819614 0.26000 0.47000 0.27000 0 0 444286 297604 146682 146682 HEDGE FUNDS 40037136 F PRIVATE EQUITY 88115769 F REAL ASSETS 61014588 F OTHER 192553998 F 381721491 FUNDS HELD FOR WASHINGTON UNIVERSITY 21885450 RELATED PARTY LIABILITY 2996350 ANNUITY OBLIGATIONS 850635 LIABILITY UNDER TRUST AGREEMENTS 2125167 27857602 22012986 -25673944 -1580129 -27254073 49267059 1291561 1291561 50558620 38657172 0 38657172 1291561 131654 1423215 40080387 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST -1,035,619. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -111,279. ROYALTIES -301,577. LOSS ON BAD DEBTS -131,654. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON BAD DEBTS 131,654. ILLUMINATIONS GALA-2018 2384524 1161524 1223000 106636 85000 2384524 1161524 1223000 106636 85000 191636 1031364 1 BARNES - JEWISH HOSPITAL ONE BARNES JEWISH HOSP PLAZA STLOUIS MO 63110 237309937 501(C)(3) 7446282 RESEARCH, PATIENT SUPPORT, EDUCATION, CAPITAL, COMMUNITY SERVICES WASHINGTON UNIVERSITY SCHOOL OF MEDICINE CAMPUS BOX 8018 660 SOUTH EUCLID AVE STLOUIS MO 63110 430653611 501(C)(3) 24418667 RESEARCH, PATIENT SUPPORT, EDUCATION, MD RECRUITMENT BJC HOME CARE SERVICES 1935 BELTWAY DRIVE STLOUIS MO 63114 431450457 501(C)(3) 524215 HOSPICE, HME, HOME CARE PEDAL THE CAUSE 900 SPRUCE STREET STLOUIS MO 63102 272233336 501(C)(3) 100000 ANNUAL FUNDRAISING BIKE CHALLENGE FOR CANCER RESEARCH GATEWAY TO HOPE 425 N NEW BALLAS ROAD SUITE 220 STLOUIS MO 63141 202737792 501(C)(3) 25000 CASE MANAGEMENT FOR PATIENTS WITH AIDS AND HEP C CASA DE SALUD 3200 CHOUTEAU AVENUE ST LOUIS MO 63103 270732049 501(C)(3) 50000 MEDICARE TO UNDERINSURED & UNINSURED WORKING POOR HARRIS HOUSE FOUNDATION 8315 S BROADWAY STLOUIS MO 63111 431235232 501(C)(3) 35000 PURPOSE IS TO HELP ALCOHOLIC AND CHEMICALLY DEPENDENT PERSONS ACHIEVE SOBRIETY AND BECOME USEFUL, HEALTHY, AND PRODUCTIVE INDIVIDUALS; IMPLICIT IN OUR MISSION IS PROVIDING UNDER-SERVED PEOPLE THE BREAKFAST CLUB 3935 GALAXIE DRIVE ST LOUIS MO 63034 431892689 501(C)(3) 25000 IMPACTING THE ST. LOUIS METROPOLITAN COMMUNITY THROUGH EDUCATION AWARENESS RESOURCES ST LOUIS UNIVERSITY SCHOOL OF MEDICINE 221 NORTH GRAND BOULEVARD ST LOUIS MO 63103 430654872 501(C)(3) 376400 POSTTRANSCRIPTIONAL CONTROL OF BREAST TUMOR GROWTH AND METASTASIS MINERAL AREA COLLEGE PO BOX 1000 PARK HILL MO 63601 430829175 STATE ENTITY 34650 HELP WITH NURSING PROGRAM CENTER FOR HEAD INJURY SERVICES 11828 LACKLAND ROAD ST LOUIS MO 63146 431554015 501(C)(3) 19861 PROVIDES ANYONE IN NEED ACCESS TO FREE HOME MEDICAL EQUIPMENT THROUGH OUR RECYCLE AND REUSE PROGRAM, ENABLING THOSE TO LIVE AS INDEPENDENTLY AS POSSIBLE AND REMAIN CONTRIBUTING MEMBERS OF THE COMMUNITY JEWISH FAMILY & CHILDREN SERVICES 10950 SCHUETZ ROAD ST LOUIS MO 63146 430790330 501(C)(3) 50000 SOCIAL SERVICE AGENCY FOCUSING ON SUPPORTING THE FAMILY; STRENGHTHENING THE GREATER ST. LOUIS COMMUNITY AND HELPING ALL INDIVIDUALS MAXIMIZE THEIR ABILITIES TO SUCCESSFULLY MEET THE CHALLENGES IN EVERYDAY LIVING. HUMANITRI 1447 EAST GRAND STREET ST LOUIS MO 63107 431470568 501(C)(3) 20000 INTERPRETING SERVICES ANSWERING SERVICES COMMUNITY HEALTH IN PARTNERSHIP (CHIPS) 2431 N GRAND BLVD STLOUIS MO 63106 431589851 501(C)(3) 75000 TO HELP ESTABLISH MOBILE DIABETES CENTER AMERICAN CANCER SOCIETY 4215 LINDELL BLVD ST LOUIS MO 63108 131788491 501(C)(3) 500000 TO SAVE LIVES, CELEBRATE LIVES, AND LEAD THE FIGHT FOR A WORLD WITHOUT CANCER OASIS INSTITUTE 7710 CARONDELET AVE ST LOUIS MO 63105 431830354 501(C)(3) 99180 HEALTHING AGING INITIATIVE-COMMUNITY OUTREACH RETINA RESEARCH & DEVELOPMENT FOUNDATION 1600 S BRENTWOOD BLVD STE 800 ST LOUIS MO 63144 436067402 501(C)(3) 10000 TO RESEARCH AND TEACH ABOUT DISEASES AND SURGERIES OF THE EYE ST PATRICK CENTER 800 TUCKER BLVD ST LOUIS MO 63101 431263499 501(C)(3) 50000 PROVIDES OPPORTUNITY FOR HOMELESS PEOPLE TO FIND EMPLOYMENT OR HOME FOOD OUTREACH INC 3117 OLIVE STREET ST LOUIS MO 63103 431492878 501(C)(3) 50000 PROVIDE NUTRITIONAL SUPPORT AND ENHANCE THE QUALITY OF LIFE OF THOSE LIVING WITH HIV/AIDS 19 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. 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 2018 $33,909,255. 0 1 0 0 0 0 0 LIEKWEG RICHARD DIRECTOR EX-OFFICIO 0 982409 0 798510 0 117181 0 22667 0 170788 0 2091555 0 91121 CANNONROBERT W PRESIDENT/DIRECTOR 0 592418 0 408889 0 101308 0 5961 0 91721 0 1200297 0 62645 ELL SUSAN J VP & EXEC DIRECTOR 0 276551 0 124114 0 47094 0 41624 0 32469 0 521852 0 41332 KRIEGER MARK TREASURER NO VOTE 0 412241 0 144976 0 32107 0 41720 0 34692 0 665736 0 24255 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 2018, 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): LIEKWEG,RICHARD $224,292 CANNON,ROBERT $125,590 ELL,SUSAN $57,880 KRIEGER,MARK $48,625 X 40 1963176 AVG. HIGH/LOW 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, LINE 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. SUCH CONFLICTS AND RELATIONSHIPS ARE REVIEWED TO ENSURE THAT ANY PAYMENTS RECEIVED OR AMOUNTS PAID DO NOT EXCEED THE FAIR MARKET VALUE OF THE GOODS AND SERVICES RECEIVED BY THE FOUNDATION. 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 -1,035,619. CHANGE IN VALUE OF SPLIT INTEREST -111,279. EQUITY TRANSFERS 3,307,451. 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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