2025-11-17T17:13:52-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET ST STE 800 PHILADELPHIA PA 19103 990 2024-01-01 043722352 VIRTUA HEALTH FOUNDATION INC VIRT 8563550620 406 LIPPINCOTT DRIVE J MARLTON NJ 080533427 DENNIS W PULLIN PRESIDENT/CEO 8563550040 2025-11-17 0 0 P00288383 2155614200 2024 2025-03-06 01:10:19Z DENNIS W PULLIN 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 9630185 0 X WWW.GIVETOVIRTUA.ORG X 2002 NJ VIRTUA FOUNDATION IS THE RESOURCE DEVELOPMENT ARM OF VIRTUA, A NON-PROFIT HEALTHCARE SYSTEM PROVIDING THE BEST CARE FOR FAMILIES ACROSS SOUTH JERSEY. 25 22 0 78 0 0 6878433 5814118 0 0 2287382 1808106 -369401 -389854 8796414 7232370 10151121 9164278 0 0 0 0 185000 199031 1378233 2665099 3130059 13001220 12493368 -4204806 -5260998 109225686 118052864 82586481 90647904 26639205 27404960 X SEE SCHEDULE O 0 0 4375000 4375000 VIRTUA FOUNDATION ENDOWMENT GIFT TO ROWAN UNIVERSITY TO ESTABLISH A NEW ACADEMIC HEALTH SYSTEM TO PROMOTE AND ENHANCE CLINICAL EDUCATION, RESEARCH, AND CLINICAL ACTIVITIES. 3696091 3696091 VIRTUA FOUNDATION SOLICITED FUNDS ON BEHALF OF VIRTUA HEALTH, INC., A RELATED ENTITY. THESE FUNDS WILL BE USED TOWARD PROGRAMS OF EXCELLENCE WITHIN VIRTUA. VIRTUA FOUNDATION AND OUR PARTNERS IN THE COMMUNITY RAISE FUNDS TO SUPPORT THE PROGRAMS AND SERVICES FAMILIES RELY ON AT VIRTUA, A NON-PROFIT HEALTHCARE SYSTEM DEDICATED TO HELPING YOU BE WELL, GET WELL AND STAY WELL. VIRTUA FOUNDATION BELIEVES THAT BY WORKING TOGETHER THROUGH ACTS OF KINDNESS AND GENEROSITY, WE CAN ENSURE THAT EVERY MEMBER OF OUR COMMUNITY HAS ACCESS TO TOP-QUALITY HEALTH CARE. 496331 496331 VIRTUA FOUNDATION SOLICITED FUNDS ON BEHALF OF VIRTUA-MEMORIAL HOSPITAL, A RELATED ENTITY. THESE FUNDS WILL BE USED FOR PATIENT CARE, NEW MEDICAL EQUIPMENT, AND RENOVATIONS TO THE HOSPITAL BUILDING. 1413602 596856 VIRTUA MEDICAL GROUP (SOLICITED FUNDS)EXPENSE OF $2,555GRANT OF $2,555VIRTUA LOURDES CAMDENEXPENSE OF $362,277GRANT OF $362,277VIRTUA WILLINGBOROEXPENSE OF $395GRANT OF $395VIRTUA WEST JERSEYEXPENSE OF $194,629GRANT OF $194,629CONTINUING MEDICAL EDUCATIONEXPENSE OF $37,000GRANT OF $37,000HOSPITAL RELATED: VARIOUS PROGRAMSEXPENSE OF $816,746 1413602 596856 9981024 1 1 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ X ROBERT M SEGIN 8563550620 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 X DENNIS W PULLIN PRESIDENT/CEO 0.20 41.00 X X 0 3255726 65233 RANDOLPH B DEGER MD TRUSTEE/PHYSICIAN 0.90 40.00 X 0 586282 35536 TROY RANDLE DO FACC FACOI TRUSTEE/PHYSICIAN 0.90 40.10 X 0 601788 17819 MARY FRANCES CAMPAGNOLO MD TRUSTEE/PHYSICIAN 0.90 40.00 X 0 303664 29949 DAMIEN GHEE MSC MFP CHAIRMAN 0.90 0.00 X X 0 0 0 JOHN GILLESPIE ESQ VICE CHAIRMAN 0.90 0.00 X X 0 0 0 MELANIE GRANT ESQ TRUSTEE 0.90 0.00 X 0 0 0 WILLIAM HYLAND ESQ END 11424 TRUSTEE 0.90 0.00 X 0 0 0 GEORGE KOZUB TRUSTEE 0.90 0.00 X 0 0 0 MARK KRAMER TRUSTEE 0.90 0.00 X 0 0 0 JOHN J PARKER SR CRPC TRUSTEE 0.90 0.00 X 0 0 0 JANICE O'NEIL RN TRUSTEE 0.90 0.00 X 0 0 0 BRENDA O'BRIEN TRUSTEE 0.90 0.00 X 0 0 0 ROBERT PLATZER TRUSTEE 0.90 0.00 X 0 0 0 CRAIG TURNER DO TRUSTEE 0.90 0.00 X 0 0 0 REGINALD F BECKETT TRUSTEE 0.90 0.00 X 0 0 0 CELESTE CANUSO TRUSTEE 0.90 0.00 X 0 0 0 THOMAS J FANELLE TRUSTEE 0.90 0.00 X 0 0 0 TIMOTHY HEALEY TRUSTEE 0.90 0.00 X 0 0 0 ALTHEA PENNOCK TRUSTEE 0.90 0.00 X 0 0 0 CHRISTOPHER POYATT TRUSTEE 0.90 0.00 X 0 0 0 MARGARET PRENDERGAST TRUSTEE 0.90 0.00 X 0 0 0 MARTINA WALKER CFP TRUSTEE 0.90 0.00 X 0 0 0 LORI LOMBARDO TRUSTEE 0.90 0.00 X 0 0 0 BRIAN LYNN CFP TRUSTEE 0.90 0.00 X 0 0 0 MICHAEL SACCOMANNO CPA TRUSTEE 0.90 0.00 X 0 0 0 ROBERT M SEGIN EVP/CFO 0.20 41.10 X 0 1359141 47568 ANTHONY G SAUERWEIN MD TRUSTEE/PHYSICIAN 0.90 40.00 X 0 900512 73292 SARAH FAWCETT-LEE SVP OF FOUNDATION 0.00 40.00 X 0 576370 57129 0 7583483 326526 0 1 1 0 RUSSELL INVESTMENTS 1301 SECOND AVENUE SEATTLE WA 98101 INVESTMENT MANAGEMENT FEES 261671 1 901162 4912956 5814118 185229 185229 3557569 1934692 1622877 1622877 1622877 73269 901162 463123 -389854 -389854 7232370 0 0 1418252 9127278 9127278 37000 37000 199031 199031 279911 279911 190956 101731 36293 52932 77516 77516 191167 12220 44739 134208 54905 41179 13726 9636 8678 958 17550 10342 4747 2461 1078 1078 MANAGEMENT FEE 2130701 542731 678928 909042 DUES & SUBSCRIPTIONS 122385 82447 39938 STEWARDSHIP COSTS 29357 26096 1176 2085 EDUCATION & DEVELOPMENT 20569 20569 4328 4328 12493368 9981024 1134111 1378233 425161 852779 2812167 2394678 747927 16070 117926 225922 224054 2946 1868 11968 11540 97509795 104970863 8444418 8953155 3161 2128 109225686 118052864 298516 343531 23654110 22936542 500 0 58633355 67367831 82586481 90647904 X 15852137 15832225 10787068 11572735 26639205 27404960 109225686 118052864 X -5260998 6009648 17105 X 0 1 X 1 0 X 6799347 5199756 3906066 6878433 5814118 28597720 6799347 5199756 3906066 6878433 5814118 28597720 1849687 26748033 123942 185229 309171 529 12 541 324946 18500 87000 76900 73269 580615 29488047 4155037 0.90710 0.89350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11816833 1157815 310818 96543 12567287 10854581 1418212 366045 89915 11816833 13174286 -1807645 419538 92523 10854581 12265347 1429309 419353 101016 13174286 11255876 1509141 412328 87342 12265347 0.28760 0.71240 0.00000 1 0 133924 133924 0 91998 90130 1868 1868 PRIVATE PLACEMENT FUND 104970863 F 104970863 BENEFICIAL INTEREST IN PERPETUAL TRUST 8953155 F 8953155 DUE TO AFFILIATES 67367831 67367831 PART V, LINE 4: ONE BOARD DESIGNATED ENDOWMENT IS FOR THE PURPOSE OF ESTABLISHING NURSING SCHOLARSHIPS. A SECOND BOARD DESIGNATED ENDOWMENT IS INTENDED TO FUND MEDICAL EDUCATION. THE PRINCIPAL IN BOTH THE ROBERTS PERMANENT ENDOWMENT AND THE COATE PERMANENT ENDOWMENT WAS SET UP SO THAT THE INCOME FROM IT WOULD BE DISTRIBUTED TO THE FORMER MEMORIAL HOSPITAL OF BURLINGTON COUNTY. THIS HOSPITAL IS NOW KNOWN AS VIRTUA-MEMORIAL HOSPITAL BURLINGTON COUNTY, INC., IT IS A PART OF THE VIRTUA HEALTH ORGANIZATION. X X X X X X 1 THORN RUN PARTNERS LLC 100 M STREET SE STE 750 WASHINGTON DC 20003 GRANT CONSULTING 0 180000 0 180000 SALTZBERG CONSULTING 8202 ARODENE ROAD BALTIMORE MD 21208 GRANT LETTER OF INTENT ASSISTANCE 0 11531 0 11531 SCHULTZ & WILLIAMS INC 1617 JFK BLVD STE 1700 PHILADELPHIA PA 19103 FUNDRAISING CONSULTING 0 7500 0 7500 199031 199031 NJ VIRTUA GALA 799400 744131 55269 42444 275016 71125 VIRTUA GOLF 175031 157031 18000 67339 7199 974431 901162 73269 109783 282215 71125 463123 -389854 SCHEDULE G PART II VIRTUA HEALTH FOUNDATION,INC. HELD TWO EVENTS DURING 2024- A GALA AND A GOLF OUTING. SCHEDULE G PART 1 LINE 1F VIRTUA HEALTH FOUNDATION, INC. SOLICITS GOVERNMENT GRANTS FOR THE BENEFIT OF MULTIPLE VIRTUA HEALTH SYSTEM ENTITIES. ANY GOVERNMENT GRANTS RECEIVED ARE REPORTED IN THE FINANCIALS OF EACH RESPECTIVE ENTITY THAT BENEFITED. 1 VIRTUA HEALTH INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 223524939 501(C)(3) 3696091 0 MEDICAL EDUCATION AND SUPPORT FOR VIRTUA HEALTH'S PROGRAMS OF EXCELLENCE. ROWAN UNIVERSITY FOUNDATION 201 MULLICA HILL ROAD GLASSBORO NJ 08028 222482802 501(C)(3) 4375000 0 PROMOTE AND ENHANCE CLINICAL EDUCATION, RESEARCH, AND CLINICAL ACTIVITIES. VIRTUA - MEMORIAL HOSPITAL OF BURLINGTON COUNTY INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 210634562 501(C)(3) 496331 0 PURCHASE UPGRADES TO MEDICAL EQUIPMENT TO ENHANCE PATIENT CARE. VIRTUA - WEST JERSEY HEALTH SYSTEM INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 210634532 501(C)(3) 194629 0 PURCHASE UPGRADES TO MEDICAL EQUIPMENT TO ENHANCE PATIENT CARE. VIRTUA OUR LADY OF LOURDES HOSPITAL INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 210635001 501(C)(3) 362277 0 PURCHASE UPGRADES TO MEDICAL EQUIPMENT TO ENHANCE PATIENT CARE. CONTINUING MEDICAL EDUCATION- NURSE PRACTITIONER DEMONSTRATION 5 37000 PART I, LINE 2: VIRTUA HEALTH FOUNDATION, INC. SUPPORTS VIRTUA HEALTH, INC. AND ITS SUBSIDIARIES THROUGH PHILANTHROPIC MEANS BY COLLECTING GRANTS FROM DONORS. THE FOUNDATION WORKS WITH VIRTUA HEALTH, INC.'S SENIOR LEADERSHIP TO ENSURE THE FUNDS ARE USED IN ACCORDANCE WITH THE DONORS' INTENT AND IN SERVICE OF VIRTUA'S MISSION. 0 1 0 0 0 0 0 0 0 DENNIS W PULLIN PRESIDENT/CEO 0 1942783 0 1300943 0 12000 0 15525 0 49708 0 3320959 0 0 ROBERT M SEGIN EVP/CFO 0 839845 0 484296 0 35000 0 15525 0 32043 0 1406709 0 0 ANTHONY G SAUERWEIN MD TRUSTEE/PHYSICIAN 0 551769 0 325743 0 23000 0 15525 0 57767 0 973804 0 0 SARAH FAWCETT-LEE SVP OF FOUNDATION 0 352293 0 192077 0 32000 0 15525 0 41604 0 633499 0 0 RANDOLPH B DEGER MD TRUSTEE/PHYSICIAN 0 563782 0 22500 0 0 0 15525 0 20011 0 621818 0 0 TROY RANDLE DO FACC FACOI TRUSTEE/PHYSICIAN 0 415318 0 186470 0 0 0 14181 0 3638 0 619607 0 0 MARY FRANCES CAMPAGNOLO MD TRUSTEE/PHYSICIAN 0 266043 0 22507 0 15114 0 13602 0 16347 0 333613 0 0 PART I, LINE 3 THE CEO/EXECUTIVE DIRECTOR OF VIRTUA HEALTH FOUNDATION, INC. IS COMPENSATED BY THE PARENT ORGANIZATION, VIRTUA HEALTH, INC. VIRTUA HEALTH HAS AN ESTABLISHED POLICY REGARDING THE COMPENSATION. THE POLICY USES THE FOLLOWING: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE VIRTUA BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B A RELATED ORGANIZATION, VIRTUA HEALTH, INC., HAS A "COLLATERAL ASSIGNMENT SPLIT DOLLAR PLAN" (CASD), WHICH IS DESCRIBED IN SCHEDULE O. SCHEDULE J, PART I, LINE 7 PAY AT RISK AND/OR DISCRETIONARY BONUSES PAYMENT PROVIDED TO THE INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, WERE PAID BY A RELATED ORGANIZATION. THESE PAYMENTS ARE BASED ON THE ACHIEVEMENT OF SIGNIFICANT QUANTITATIVE, QUALITATIVE, AND/OR PROGRAMMATIC GOALS AND ARE APPROVED BY THE COMPENSATION COMMITTEE FOR DISQUALIFIED INDIVIDUALS AND BY THE CEO FOR ALL OTHERS. FORM 990, PART III, LINE 1 VIRTUA FOUNDATION IS THE RESOURCE DEVELOPMENT ARM OF VIRTUA, A NON-PROFIT HEALTHCARE SYSTEM PROVIDING THE BEST CARE FOR FAMILIES ACROSS SOUTH JERSEY. THE FOUNDATION SERVES TO ENHANCE VIRTUA'S MISSION THROUGH THE DEVELOPMENT OF PHILANTHROPIC RESOURCES AND THE SUPPORT OF COMMUNITY HEALTH EDUCATION AND OUTREACH. FORM 990, PART IV, LINE 10 THE FINANCIAL STATEMENTS OF VIRTUA HEALTH FOUNDATION, INC. INCLUDE PERMANENT ENDOWMENT FUNDS THAT ARE HELD BY THE RELATED ORGANZIATION VIRTUA-MEMORIAL HOSPITAL BURLINGTON COUNTY, INC. (21-0634562). SEE ALSO SCHEDULE D, PART XIII FOR DETAILS. FORM 990, PART V, LINE 1A AND PART VII, SECTION B IN CONNECTION WITH THE COORDINATED APPROACH OF THE ENTITIES AS A HEALTH CARE SYSTEM ALL ACCOUNT PAYABLE TRANSACTIONS ARE CONDUCTED BY VIRTUA-WEST JERSEY HEALTH SYSTEM, INC. (21-0634532). FORM 990, PART VI, SECTION A, LINE 6 VIRTUA HEALTH, INC. IS THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES MAKES RECOMMENDATIONS FOR NEW MEMBERSHIP AND THE VIRTUA HEALTH, INC. BOARD OF TRUSTEES GIVES THE FINAL APPROVAL. FORM 990, PART VI, SECTION A, LINE 7B THE CHAIRS OF THE VARIOUS COMMITTEES OF VIRTUA HEALTH FOUNDATION, INC. PRESENT THEIR RECOMMENDATIONS ON SIGNIFICANT MATTERS TO THE FULL VIRTUA HEALTH, INC. BOARD OF TRUSTEES FOR THEIR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY IN-HOUSE COUNSEL, EXTERNAL TAX CONSULTANTS, AND THE BOARD OF TRUSTEES. A FINAL COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C VIRTUA HEALTH FOUNDATION INC, ADOPTS THE POLICIES OF VIRTUA HEALTH INC. REGARDING MONITORING AND ENFORCING A CONFLICT-OF-INTEREST POLICY. VIRTUA HEALTH FOUNDATION REQUIRES EACH TRUSTEE, OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT IN WHICH THEY AGREE TO COMPLY WITH THE CONFLICT-OF-INTEREST POLICY. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ENSURING THAT PERIODIC REVIEWS OF OPERATIONS ARE CONDUCTED SO THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF IT IS DETERMINED THAT ONE DOES EXIST, THE CONFLICT IS EITHER MITIGATED, IF POSSIBLE, OR THE PERSON IS REMOVED FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 VIRTUA HEALTH FOUNDATION INC, ENGAGES VIRTUA HEALTH, INC. FOR MANAGEMENT SERVICES AND DOES NOT HAVE EMPLOYEES. THE EXECUTIVES RECEIVE COMPENSATION FROM VIRTUA HEALTH, INC. (EIN 22-3524939), A RELATED ENTITY. SEE SCHEDULE J, PART III (REFERENCE TO SCHEDULE J, PART I, LINE 3) FOR A DESCRIPTION OF THE MANNER IN WHICH VIRTUA HEALTH, INC. UTILIZES TO DETERMINE THE COMPENSATION PAID TO THE EXECUTIVES. FORM 990, PART VI, SECTION C, LINE 19 VIRTUA COMPLIES WITH LEGAL REQUIREMENTS RELATIVE TO MAKING AVAILABLE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. FINANCIAL STATEMENTS ARE POSTED ON THE VIRTUA HEALTH WEBSITE AT HTTPS://WWW.VIRTUA.ORG/ABOUT/FINANCIAL-INFORMATION AND ALSO ARE AVAILABLE THROUGH THE REPOSITORY WEBSITES EMMA (ELECTRONIC MUNICIPAL MARKET ACCESS SYSTEM) AND DAC (DIGITAL ASSURANCE CERTIFICATION), OR UPON REQUEST. FORM 990, PART VII, SECTION A ONE OR MORE OF THE OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES IN THE FILING ORGANIZATION'S PART VII HAD TRANSACTIONS RELATED TO THE "COLLATERAL ASSIGNMENT SPLIT DOLLAR" (CASD) PROGRAM OFFERED BY VIRTUA HEALTH. ALL TRANSACTIONS RELATED TO THIS PROGRAM WERE BETWEEN THE INDIVIDUAL AND VIRTUA HEALTH, INC. EIN 22-3524939, THEREFORE, ALL PART X AND SCHEDULE L REPORTING RELATED TO THESE TRANSACTIONS ARE REPORTED ON VIRTUA HEALTH'S RETURN. NO BOARD MEMBER IS PAID FOR BEING A TRUSTEE, RATHER THE COMPENSATION DISCLOSED IS RELATED TO THE INDIVIDUALS' PROVISION OF SERVICES TO A RELATED ORGANIZATION. FORM 990, PART VII, SECTION A, COLUMN B EACH OFFICER IS COMPENSATED BY VIRTUA HEALTH, INC. (EIN 22-3524939) OR VIRTUA MEDICAL GROUP, P.A. (EIN 27-1348772), WHICH ARE RELATED ORGANIZATIONS. SOME OFFICERS DEVOTE 40 HOURS A WEEK TO RELATED ORGANIZATIONS. THE AMOUNT OF TIME DEVOTED TO RELATED ORGANIZATIONS IS DEPENDENT UPON THEIR INVOLVEMENT IN THOSE ORGANIZATIONS. AS A RESULT, THE TOTAL AVERAGE HOURS PER WEEK FOR EACH OFFICER MAY VARY. FORM 990, PART VII, SECTION A TRUSTEE AND OFFICER CHANGES ANTHONY G. SAUERWEIN, MD WAS LISTED AS A TRUSTEE IN 2023. HE DID NOT SERVE AS A TRUSTEE IN 2024. HE WILL BE REPORTED AS "FORMER" ON FORM 990 FOR THE REQUIRED FIVE-YEAR DISCLOSURE PERIOD. KEY EMPLOYEE DESIGNATION IN PRIOR YEARS, VIRTUA HEALTH FOUNDATION, INC. DETERMINED THE INDIVIDUALS THAT THE FORM 990 WOULD LIST AS KEY EMPLOYEES FROM A GLOBAL HEALTH SYSTEM PERSPECTIVE, NOT ON AN ENTITY-BY-ENTITY BASIS. VIRTUA HEALTH FOUNDATION, INC. THEN PROCEEDED TO PRESENT SOME OF THOSE INDIVIDUALS AS KEY EMPLOYEES ON NUMEROUS FORMS 990. IN 2023, MORE IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, VIRTUA HEALTH FOUNDATION, INC. DETERMINED WHICH INDIVIDUALS MET THE DEFINITION OF KEY EMPLOYEE ON AN ENTITY-BY-ENTITY BASIS FOR THE ENTITY THEY ARE EMPLOYED BY AND ONLY THOSE INDIVIDUALS ARE PRESENTED IN PART VII AS KEY EMPLOYEE. VIRTUA HEALTH FOUNDATION, INC. WILL PRESENT THE "FORMER KEY EMPLOYEES" ON THE VARIOUS FORMS 990 FOR THE REQUIRED FIVE YEARS. SARAH FAWCETT-LEE WAS LISTED AS A KEY EMPLOYEE IN 2022. FORM 990, PART XI, LINE 9: CHANGE IN VALUE MCDONNELL UNITRUST 15,730. MAJOR GIFT WRITE- OFFS 1,375. VIRTUA HEALTH INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 223524939 SUPPORTING ORGANIZATION NJ 501(C)(3) 12C N/A 0 VIRTUA - WEST JERSEY HEALTH SYSTEM INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 210634532 GENERAL ACUTE CARE HOSPITALS NJ 501(C)(3) 3 VIRTUA HEALTH INC 0 VIRTUA - MEMORIAL HOSPITAL BURLINGTON COUNTY 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 210634562 GENERAL ACUTE CARE HOSPITALS NJ 501(C)(3) 3 VIRTUA HEALTH INC 0 VIRTUA HEALTH AND REHABILITATION CENTER AT BERLIN INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 223554707 REHABILITATION CENTER AND NURSING HOME NJ 501(C)(3) 10 VIRTUA HEALTH INC 0 VIRTUA HEALTH AND REHABILITATION CENTER AT MOUNT HOLLY INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 222394675 REHABILITATION CENTER AND NURSING HOME NJ 501(C)(3) 10 VIRTUA HEALTH INC 0 VIRTUA HOME CARE - COMMUNITY NURSING SERVICES INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 210679591 HOME CARE NJ 501(C)(3) 10 VIRTUA HEALTH INC 0 VIRTUA MEDICAL GROUP PA 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 271348772 PHYSICIAN SERVICES NJ 501(C)(3) 10 N/A 0 WEST JERSEY HEALTH SYSTEM WORKERS COMP TRUST 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 223142739 WORKERS COMP TRUST NJ 501(C)(3) 12A VIRTUA HEALTH INC 0 VIRTUA OUR LADY OF LOURDES HOSPITALINC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 210635001 GENERAL ACUTE CARE HOSPITALS NJ 501(C)(3) 3 OUR LADY OF LOURDES HEALTH CARE SERVICES 0 VIRTUA WILLINGBORO HOSPITALINC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 223612265 GENERAL ACUTE CARE HOSPITALS NJ 501(C)(3) 3 OUR LADY OF LOURDES HEALTH CARE SERVICES 0 LOURDES CARDIOLOGY SERVICES PC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 274357794 HEALTH CARE SERVICES NJ 501(C)(3) 3 N/A 0 LOURDES ANCILLARY SERVICES 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 222568525 HEALTH CARE SYSTEM SUPPORT NJ 501(C)(3) 12B OUR LADY OF LOURDES HEALTH CARE SERVICES 0 OUR LADY OF LOURDES HEALTH CARE SERVICESINC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 222568528 HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT NJ 501(C)(3) 12B VIRTUA HEALTH INC 0 SOUTH JERSEY MUSCULOSKELETAL INSTITUTE LLC 556 EGG HARBOR ROAD SEWELL NJ 08080 204481032 SURGICAL CENTER NJ N/A 0 0 SUMMIT SURGICAL CENTER LLC 200 BOWMAN DRIVE SUITE D160 VOORHEES NJ 08043 731730859 SURGICAL CENTER NJ N/A 0 0 AMBULATORY SURGERY CENTER AT VIRTUA WASHINGTON TOWNSHIP LLC 239 HURRFVILLE-CROSS KEYS RD STE 18 SEWELL NJ 08080 208643005 SURGICAL CENTER NJ N/A 0 0 ROCKLAND SURGICAL PROJECT LLC RAMAPO VALLEY SURGICAL CENTER 500 NORTH FRANKLIN TURNPIKE RAMSEY NJ 07446 200580403 SURGICAL CENTER NJ N/A 0 0 FREEHOLD ENDOSCOPY ASSOCIATES LLC 222 SCHANCK ROAD SUITE 100 FREEHOLD NJ 07728 841634126 SURGICAL CENTER NJ N/A 0 0 CENTER FOR AMBULATORY AND MINIMALLY INVASIVE SURGERY LLC 234 INDUSTRIAL WAY BUILDING B EATONTOWN NJ 07724 270907140 SURGICAL CENTER NJ N/A 0 0 VIRTUA ADULT IMAGING SERVICES AT VOORHEES LLC 303 LIPPINCOTT DRIVE 4TH FLOOR MARLTON NJ 08053 464055781 IMAGING SERVICES NJ N/A 0 0 GASTRO-SURGI CENTER OF NJ LLC 1132 SPRUCE DRIVE MOUNTAINSIDE NJ 07092 223472632 SURGICAL CENTER NJ N/A 0 0 VOORHEES ENDOSCOPY HOLDING CO LLC 1A BURTON HILLS BLVD NASHVILLE TN 37215 474669710 MEDICAL NJ N/A 0 0 VIRTUA PENN RADIATION ONCOLOGY PARTNERS LLC 406 LIPPINCOTT DRIVE SUITE J MARLTON NJ 08053 821947444 RADIOLOGY SERVICES NJ N/A 0 0 VIRTUA PENN RADIATION ONCOLOGY LEASING LLC 303 LIPPINCOTT DR MARLTON NJ 08053 831438811 LEASING SERVICES NJ N/A 0 0 FRESENIUS MEDICAL CARE MARLTON LLC 920 WINTER STREET WALTHAM MA 02451 472128074 DIALYSIS NJ N/A 0 0 VANTAGE SURGICAL CENTER LLC 350 YOUNG AVE MOORESTOWN NJ 08057 450516750 SURGICAL CENTER NJ N/A 0 0 VIRTUA-SCA HOLDINGS LLC 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM AL 35209 473247166 MEDICAL NJ N/A 0 0 BURLINGTON CTY ENDO CTR LLC CO PHYSICIANS ENDOSCOPY LLC 2500 YORK ROAD SUITE 300 JAMISON PA 18929 208205206 SURGICAL CENTER NJ N/A 0 0 VIRTUA-USP PRINCETON LLC 14201 DALLAS PARKWAY DALLAS TX 75254 813270494 MEDICAL NJ N/A 0 0 ACENTUS PRACTICE MANAGEMENT LLC 604 CEDAR AVE HADDONFIELD NJ 08033 814861192 COLLECTIONS SERVICE NJ N/A 0 0 EMMAUS HOLDINGS LLC 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM AL 35209 831806511 MEDICAL NJ N/A 0 0 MT LAUREL ENDOSCOPY CENTER LP 15000 MIDLANTIC DR SUITE 110 MT LAUREL NJ 08054 562350370 SURGICAL CENTER NJ N/A 0 0 USRC GLOUCESTER LLC 5851 LEGACY CIRCLE SUITE 900 PLANO TX 75024 384117029 DIALYSIS NJ N/A 0 0 ACUITY SPECIALTY HOSPITAL LLC 4714 GETTYSBURG ROAD MECHANISCBURG PA 17055 861139477 HEALTH CARE NJ N/A 0 0 CENTENNIAL SURGUNIT LLC 502 CENTENNIAL BLVD SUITE 1 VOORHEES NJ 08043 223580847 AMBULATORY HEALTH CARE SERVICES NJ N/A 0 0 SPECIALIZED SURGICAL CENTER OF CENTRAL NEW JERSEY LLC 41 ARTHUR STREET EAST BRUNSWICK NJ 08816 223296144 SURGICAL CENTER NJ N/A 0 0 TYLER DIALYSIS LLC C/O TAX DEPT PO BOX 4388 FEDERAL WAY WA 98063 454079716 DIALYSIS NJ N/A 0 0 VIRTUA - SCA HOLDINGS II LLC 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM AL 35209 852278858 MEDICAL DE N/A 0 0 RIVER DRIVE HOLDING COMPANY LLC 1A BURTON HILL BLVD SUITE 300 NASHVILLE TN 37215 843655618 MEDICAL NJ N/A 0 0 ACCESS HOLDING COMPANY LLC 2500 YORK ROAD SUITE 300 JAMISON PA 18929 850718604 MEDICAL NJ N/A 0 0 SJV MANAGEMENT LLC 200 CENTURY PKWY STE 200E MOUNT LAUREL NJ 08054 202273476 MANAGEMENT SERVICE AND SURGICAL CENTER NJ N/A 0 0 VIRTUA CAMPUS HOLDING LLC 1700 WHITEHORSE-HAMILTON SQ RD HAMILTON NJ 08690 873806666 MEDICAL NJ N/A 0 0 ENDO SURGI CENTER OF OLD BRIDGE LLC 42 THROCKMORTON LANE 1ST FLOOR OLD BRIDGE NJ 08857 223679920 SURGICAL CENTER NJ N/A 0 0 STRIVE AND VIRTUA HEALTH PHYSICAL THERAPY & REHABILITATION LLC 1650 LYNDON FARM CT SUITE 300 LOUISVILLE KY 40223 883712078 PHYSICAL THERAPY NJ N/A 0 0 ATLANTIC GASTRO SURGICAL 2500 YORK ROAD SUITE 300 JAMISON PA 18929 223645443 SURGICAL CENTER PA N/A 0 0 VIRTUA-NJEYE HOLDINGS LLC 406 LIPPINCOTT DRIVE SUITE J MARLTON NJ 08053 931575525 MEDICAL NJ N/A 0 0 MERCER COUNTY SURGERY CENTER LLC 2A PRINCESS ROAD LAWRENCEVILLE NJ 08648 223774069 SURGICAL CENTER NJ N/A 0 0 VIRTUA - SCA HOLDINGS III LLC 2500 YORK ROAD SUITE 300 JAMISON PA 18929 991174240 MEDICAL NJ N/A 0 0 SURGI CENTER OF SOUTH JERSEY 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM AL 35209 222709324 SURGICAL CENTER NJ N/A 0 0 VIRTUA ASSURANCE 76 SAINT PAUL ST SUITE 500 BURLINGTON VT 05401 203025606 CAPTIVE INSURANCE COMPANY VT N/A C 0 VRI INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 260247120 HEALTH AND WELLNESS NJ N/A C 0 HEALTH MANAGEMENT SERVICES ORGANIZATION INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 223366580 MEDICAL ADMINISTRATION NJ N/A C 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0