THE FOUNDATION FOR BARNES-JEWISH HOSPITAL: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE FOUNDATION FOR BARNES-JEWISH HOSPITAL (EIN 43-1648435)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201213209349306806
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T14:35:36-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN346565596EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNGBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1190 CARONDELET PLAZA STE 1300AddressLine1
CityCLAYTONCity
StateMOState
ZIP Code63105ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN431648435EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATION FOR BARNES-JEWISH HOSPITALBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFOUNNameControl
Phone3142860600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 HIGHLANDS PLZ DR WEST NO 140AddressLine1
CityST LOUISCity
StateMOState
ZIP Code631101339ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJULIA RUVELSONName
TitleVICE-PRESIDENTTitle
Phone3142860580Phone
Date Signed2012-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
PTINP00366526PTIN
Phone3142901000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJULIA RUVELSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11001 HIGHLANDAddressLine1
CityST LOUISCity
StateMOState
ZIP Code63110ZIPCode
FieldValueIRS element (for citing)
Gross Receipts78914715GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1996YearFormation
State Legal DomicileMOStateLegalDomicile
Activity Or Mission DescriptionTHE FOUNDATION FOR BARNES-JEWISH HOSPITAL HELPS DONORS ENRICH LIVES, SAVE LIVES, AND TRANSFORM PATIENT CARE THROUGH CHARITABLE GIFTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body41NbrVotingMembersGoverningBody
Nbr Independent Voting Members39NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers39TotalNbrVolunteers
Total Gross UBI-46TotalGrossUBI
Net Unrelated Business Txbl Income-46NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year47992913ContributionsGrantsPriorYear
Contributions Grants Current Year47141013ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year13885623InvestmentIncomePriorYear
Investment Income Current Year28503915InvestmentIncomeCurrentYear
Other Revenue Prior Year1690358OtherRevenuePriorYear
Other Revenue Current Year2581112OtherRevenueCurrentYear
Total Revenue Prior Year63568894TotalRevenuePriorYear
Total Revenue Current Year78226040TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year17015621GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY18348627GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year38485TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY21530TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2706423TotalFundrsngExpCurrentYear
Other Expense Prior Year4063651OtherExpensePriorYear
Other Expenses Current Year4093312OtherExpensesCurrentYear
Total Expenses Prior Year21117757TotalExpensesPriorYear
Total Expenses Current Year22463469TotalExpensesCurrentYear
Revenues Less Expenses Prior Year42451137RevenuesLessExpensesPriorYear
Revenues Less Expenses CY55762571RevenuesLessExpensesCY
Total Assets BOY403076002TotalAssetsBOY
Total Assets EOY414723436TotalAssetsEOY
Total Liabilities BOY30767890TotalLiabilitiesBOY
Total Liabilities EOY16930634TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY372308112NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY397792802NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE FOUNDATION FOR BARNES-JEWISH HOSPITAL GENERATES RESOURCES TO SUPPORT BARNES-JEWISH HOSPITAL, A NATIONAL LEADER, IN ITS QUEST TO PROVIDE EXCELLENT PATIENT CARE, ADVANCE CLINICAL RESEARCH, AND SUPPORT THE EDUCATION OF HEALTHCARE PROFESSIONALS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense9589729Expense
Grants9589729Grants
DescriptionRESEARCH - THE FOUNDATION SUPPORTS BIOMEDICAL, AND CLINICAL-TRANSLATIONAL RESEARCH TO ENHANCE PATIENT SAFETY, ELEVATE THE STANDARDS OF CARE, IMPROVE QUALITY OF LIFE, MAKE BREAKTHROUGHS IN TREATMENT AND RECOVERY, AND WIN THE FIGHT AGAINST DEVASTATING DISEASES. THESE DISCOVERIES WILL CHANGE HEALTHCARE REGIONALLY, NATIONALLY, AND INTERNATIONALLY. WE DISBURSE RESEARCH FUNDING SOLELY TO PHYSICIANS AND RESEARCHERS AFFILIATED WITH THE HOSPITAL AND/OR WASHINGTON UNIVERSITY, OR TO FACULTY OF GOLDFARB SCHOOL OF NURSING AT BARNES-JEWISH COLLEGE. ALTHOUGH WE FUND A VARIETY OF HEALTHCARE AREAS PER DONOR WISHES, A MAJORITY OF OUR RESEARCH FUNDING IS FOR PROJECTS IN HEART AND VASCULAR CARE, CANCER, DIABETES, THE NEUROSCIENCES (STROKE, BRAIN TUMOR, AND EPILEPSY), AND ORGAN TRANSPLANT.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense2922990Expense
Grants2922990Grants
DescriptionCHAIRHOLDER PROGRAM SUPPORT: TWENTY-SIX KEY FACULTY OF WASHINGTON UNIVERSITY AND GOLDFARB SCHOOL OF NURSING AT BARNES-JEWISH COLLEGE ARE APPOINTED TO AN ENDOWED CHAIR OR PROFESSORSHIP THROUGH THE FOUNDATION. AS CHAIRHOLDERS, EACH RECEIVES ANNUAL SUPPORT FOR THEIR ONGOING RESEARCH AND PROFESSIONAL ACTIVITIES IN ONCOLOGY,CARDIOLOGY,NEUROLOGY, GASTROENTEROLOGY, INTENSIVE CARE, NURSING AND VARIOUS SURGICAL FIELDS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1888820Expense
Grants1888820Grants
DescriptionEDUCATION/SCHOLARSHIP PROGRAM SUPPORT: THE FOUNDATION SUPPORTS THE EDUCATION OF PHYSICIANS, RN'S WITHIN GOLDFARB SCHOOL OF NURSING, PHARMACISTS,TECHNICIANS,AND HEALTHCARE ADMINISTRATORS THROUGH FELLOWSHIPS, SCHOLARSHIPS, AWARDS, LECTURES AND CONFERENCES. BY PROVIDING CONTINUING EDUCATION, THE FOUNDATION ATTAINS PROFESSIONAL AND QUALITY STANDARDS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense3947088Expense
Grants3947088Grants
DescriptionOTHER PROGRAM SERVICES PATIENT CARE,CAPITAL,COMMMUNITY SUPPORT/OUTREACH SERVICES,COMMUNITY GRANTS, AND OTHERS.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp3947088TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt3947088TotalOfOtherProgramServiceGrnt
Total Program Service Expense18348627TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109625NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members41NbrVotingGoverningBodyMembers
Number Independent Voting Members39NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1VALERIE GRAYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3142860572TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11001 HIGHLANDS PLZ DR WESTAddressLine1
CityST LOUISCity
StateMOState
ZIP Code631101339ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (43 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
WILLIAM L BASLER
DIRECTOR0.20X000
S BRYAN COOK
DIRECTOR0.10X000
THOMAS R CORBETT
DIRECTOR0.10X000
GENE M DIEDERICH
DIRECTOR0.20X000
JOHN P DUBINSKY
DIRECTOR0.00X000
LEON A FELMAN
DIRECTOR0.20X000
JANET B GARRETT
DIRECTOR0.00X000
RICHARD S GLASSMAN
DIRECTOR0.30X000
KEITH B GULLER
DIRECTOR0.30X000
EARLE H HARBISON JR
DIRECTOR0.10X000
THOMAS J HILLMAN
DIRECTOR0.10X000
MARK E HOOD
DIRECTOR0.20X000
FRANKLIN A JACOBS
DIRECTOR0.20X000
DOUGLAS O KIRBERG
DIRECTOR0.00X000
LEE C KLING
DIRECTOR0.30X000
WILLIAM J KOMAN
DIRECTOR5.00X000
EDWARD J KOPLAR
DIRECTOR0.10X000
RICHARD H MILES
DIRECTOR0.00X000
ROBERT D MILLSTONE
DIRECTOR0.20X000
SANDRA M MOORE
DIRECTOR0.10X000
FREDERICK J OERTLI
DIRECTOR0.20X000
JOSEPH E RECHTER
DIRECTOR0.40X000
STEVEN C ROBERTS
DIRECTOR0.20X000
JUDITH RUBIN
DIRECTOR0.00X000
RON RUBIN
DIRECTOR0.00X000
STEVEN F SCHANKMAN
DIRECTOR0.10X000
DAVID SHERMAN III
DIRECTOR0.10X000
THOMAS A STERN
DIRECTOR0.20X000
JOSEPH A STIEVEN
DIRECTOR0.10X000
PATRICK T STOKES
DIRECTOR EX OFFICIO0.00X000
LAWRENCE E THOMAS
DIRECTOR0.00X000
JOHN A VIRANT
DIRECTOR0.00X000
DAVID A YAWITZ
DIRECTOR0.20X000
MARK H ZORENSKY
DIRECTOR0.20X000
SUSAN K GOLDBERG
VICE CHAIRMAN, DIRECTOR0.30X000X
RICHARD J LIEKWEG
EXEC VICE PRES, DIRECTOR3.70X01098021103377X
MARK KRIEGER
ASSISTANT SECY/TREASURER0.50045718965267X
SALLY H ROTH
VICE CHAIRMAN,DIRECTOR0.20X000X
JULIA S RUVELSON
VICE PRESIDENT, DIRECTOR52.00X032087253707X
PETER A SMITH
VICE CHAIRMAN, DIRECTOR0.20X000X
KENNETH B STEINBACK
CHAIRMAN, DIRECTOR1.00X000X
KENNETH H SUELTHAUS
VICE CHAIRMAN, DIRECTOR0.30X000X
HARVEY N WALLACE
VICE CHAIRMAN, DIRECTOR0.30X000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1876082TotalReportableCompFrmRltdOrgs
Total Other Compensation222351TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CREATIVE PRODUCERS GROUP INCBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14818 WASHINGTON BLVDAddressLine1
CityST LOUISCity
StateMOState
ZIP Code63108ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesPRODUCTION SERVICES & ENTERTAINMENTDescriptionOfServices
Compensation189996Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Fundraising Events689724FundraisingEvents
Related Organizations40802969RelatedOrganizations
All Other Contributions5648320AllOtherContributions
Noncash Contributions91527NoncashContributions
Total Contributions47141013TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column4928768TotalRevenueColumn
Unrelated Business Revenue-46UnrelatedBusinessRevenue
Exclusion$4,928,814ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column248727TotalRevenueColumn
Exclusion$248,727ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities24040369Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities465222Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities23575147Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column23575147TotalRevenueColumn
Exclusion$23,575,147ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events805556GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events689724CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses223453FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column582103TotalRevenueColumn
Exclusion$582,103ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
RECOVERY PY GRANTS9000991929686$1,929,686
ACT GAIN ON ANNUITY900099190080$190,080
CHG IN BENEF INT-CRT900099-369484-$369,484
FieldValueIRS element (for citing)
Total Other Revenue1750282TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column78226040TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue-46UnrelatedBusinessRevenue
Exclusion$31,085,073ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total18348627Total
Program Services18348627ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total85500Total
Management And General85500ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total21530Total
Fundraising21530Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total839210Total
Management And General839210ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total91633Total
Management And General81414ManagementAndGeneral
Fundraising10219Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total339932Total
Fundraising339932Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total5582Total
Fundraising5582Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total257690Total
Management And General257690ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total10536Total
Fundraising10536Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total24494Total
Fundraising24494Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralFundraisingFundraising
PURCHASED SERVICES19505941446051805989
CATERING AND MEALS8979189791
BOOKS AND PERIODICAL5526155261
DONOR CULTIVATION/MISC86508650

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total334439Total
Fundraising334439Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total22463469Total
Program Services18348627ProgramServices
Management And General1408419ManagementAndGeneral
Fundraising2706423Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2065907BOY
EOY2557526EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY15070445BOY
EOY14858670EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY39300000BOY
EOY40350000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY31671BOY
EOY32127EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY255726044BOY
EOY257102431EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY85600861BOY
EOY94843429EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY5281074BOY
EOY4979253EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY403076002BOY
EOY414723436EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY452751BOY
EOY611014EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY10432698BOY
EOY9839415EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY19882441BOY
EOY6480205EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY30767890BOY
EOY16930634EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY83414109BOY
EOY76571514EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY138808429BOY
EOY170404900EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY150085574BOY
EOY150816388EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY372308112BOY
EOY397792802EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY403076002BOY
EOY414723436EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses55762571ReconcilationRevenueExpenses
Reconcilation Other Changes-30277881ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18038844CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years12483377CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years13420798CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year47992913CurrentTaxYearMinus1Year
Current Tax Year47141013CurrentTaxYear
Total139076945Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18038844CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years12483377CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years13420798CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year47992913CurrentTaxYearMinus1Year
Current Tax Year47141013CurrentTaxYear
Total139076945Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total2383002AmountsSubstContributorsTotal
Public Support Total170136693943PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10478778CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8069356CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4184226CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4378617CurrentTaxYearMinus1Year
Current Tax Year5177495CurrentTaxYear
Total32288472Total
FieldValueIRS element (for citing)
Total Support171365417TotalSupport
Gross Receipts From Admissions Etc2345776GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.79770PublicSupportPertcentage170
Public Support Pertcent Prior Year0.70300PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance256144032BeginningOfYearBalance
Contributions2114161Contributions
Investment Earnings Or Losses-3651117InvestmentEarningsOrLosses
Other Expenditures-8695853OtherExpenditures
Administrative Expenses-1909894AdministrativeExpenses
End Of Year Balance244001329EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance231841082BeginningOfYearBalance
Contributions2369196Contributions
Investment Earnings Or Losses31241126InvestmentEarningsOrLosses
Other Expenditures-7486185OtherExpenditures
Administrative Expenses-1821206AdministrativeExpenses
End Of Year Balance256144032EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance183913060BeginningOfYearBalance
Contributions6386429Contributions
Investment Earnings Or Losses49067704InvestmentEarningsOrLosses
Other Expenditures-5770532OtherExpenditures
Administrative Expenses-1755579AdministrativeExpenses
End Of Year Balance231841082EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance259028869BeginningOfYearBalance
Contributions11648832Contributions
Investment Earnings Or Losses-75193815InvestmentEarningsOrLosses
Other Expenditures-9725489OtherExpenditures
Administrative Expenses-1845337AdministrativeExpenses
End Of Year Balance183913060EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.20140BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.55720PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.24140TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
PRIVATE EQUITY15570156F
ALTERNATIVE INVESTMENT62160402F
REAL ASSETS17112871F
FieldValueIRS element (for citing)
Total Of Book Value Securities94843429TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
FUNDS HELD FOR WASHINGTON UNIVERSITY$3,170,724
DUE TO BARNES-JEWISH HOSPITAL$46,283
ANNUITY OBLIGATIONS$871,826
LIABILITY UNDER TRUST AGREEMENTS$2,338,048
BJC HEALTH CARE AFFILITATES$53,324
FieldValueIRS element (for citing)
Total Of Amounts6480205TotalOfAmounts
Total Revenue78226040TotalRevenue
Total Expenses22463469TotalExpenses
Excess Or Deficit For Year55762571ExcessOrDeficitForYear
Net Unrealized GL On Investments-31277881NetUnrealizedGLOnInvestments
Other$1,000,000OtherAmount
Total Adjustments-30277881TotalAdjustments
Excess Or Deficit Per FS25484690ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt47108949TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-31277881NetUnrealizedGainsInvestments
Other Revenues1000000OtherRevenues
Revenue Not Rptd F990-30277881RevenueNotRptdF990
Revenue Subtotal77386830RevenueSubtotal
Investment Expenses Not Included839210InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt839210RevenueNotRptdOnFinStmt
Total Revenue Per Form99078226040TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt21624259TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal21624259ExpensesSubtotal
Investment Expenses Not Included2839210InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt839210ExpensesNotRptdOnFinStmt
Total Expenses Per Form99022463469TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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 8 - OTHER ADJUSTMENTS:EQUITY TRANSFER FROM BARNES-JEWISH HOSPITAL AUXILIARY NET ASSETS 1,000,000.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
WORDDATA&IMAGING LLC
3190 RIDER TRAILEARTH CITYMO63045DIRECT MAIL01965599534187025
THUMBS UP
13545 BARRETT PKYBALLWINMO63021TELEMARKING01185011996-146
FieldValueIRS element (for citing)
Total Gross Receipts208409TotalGrossReceipts
Total Retained By Contractors21530TotalRetainedByContractors
Total Net To Organization186879TotalNetToOrganization
Licensed StatesMOLicensedStates
Licensed StatesFLLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1ILLUMINATIONS GALANameOfEvent1
Gross Receipts Event11495280GrossReceiptsEvent1
Charitable Contributions Event1689724CharitableContributionsEvent1
Gross Revenue Event1805556GrossRevenueEvent1
Food And Beverage Event1142564FoodAndBeverageEvent1
Entertainment Event177000EntertainmentEvent1
Other Direct Expenses Event13889OtherDirectExpensesEvent1
Total Number Of Other Events3TotalNumberOfOtherEvents
Gross Receipts Total1495280GrossReceiptsTotal
Charitable Contributions Total689724CharitableContributionsTotal
Gross Revenue Total Events805556GrossRevenueTotalEvents
Food And Beverage Total Events142564FoodAndBeverageTotalEvents
Entertainment Total Events77000EntertainmentTotalEvents
Other Direct Expenses Total Events3889OtherDirectExpensesTotalEvents
Direct Expense Summary Events223453DirectExpenseSummaryEvents
Net Income Summary582103NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (13 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
BARNES - JEWISH HOSPITAL
216 SOUTH KINGSHIGHWAYST LOUISMO63110237309937501(C)(3)3648136RESEARCH, PATIENT SUPPORT, EDUCATION, CAPITAL, COMMUNITY SERVICES
WASHINGTON UNIVERSITY SCHOOL OF MEDICINE
CAMPUS BOX 8018 660 SOUTH EUCLIDST LOUISMO63110430653611501(C)(3)14163450RESEARCH, PATIENT SUPPORT, EDUCATION, MD RECRUITMENTAVE
ST LOUIS CHILDRENS'S HOSPITAL
ONE CHILDRENS PLACEST LOUISMO63110430654870501(C)(3)29416PURCHASE NEW CABINETS IN DAY CARE
BARNES-JEWISH WEST COUNTY HOSPITAL
12634 OLIVE STREET ROADST LOUISMO63141431527130501(C)(3)24800OWEN KANTER LECTURE AND HEALING GARDEN MAINTENANCE
BJC HOME CARE SERVICES
8300 EAGER ROADST LOUISMO63144431450457501(C)(3)100220HOME CARE - CARING FOR PATIENTS $35,000, HOSPICE $35,500, LUMINA TRAINING $29,720.
CASA DE LA SALUD
3200 CHOUTEAU AVEST LOUISMO63103270732049501(C)(3)50000COMMUNITY OUTREACH PROGRAM - CLINIC SUPPORT
STLOUIS HEALTH EQUIPMEMT LENDING PROGRAM DBA ST LOUIS HELP
9709 DIELMAN ROCK ISLAND INDUSTRIALST LOUISMO631322152801044355501(C)(3)20000COMMUNITY GRANT EXTERNALDRIVE
MATERNAL CHILD AND FAMILY HEALTH COALITION
539 NORTH GRAND BLVDSTE 403ST LOUISMO63103412139772501(C)(3)78750DEDICATED TO IMPROVEMENT BIRTH OUTCOMES.
PEDAL THE CAUSE
7733 FORSYTH BLVD1375ST LOUISMO63105272233336501(C)(3)150000ANNUAL FUNDRAISING BIKE CHALLENGE FOR CANCER RESEARCH
HAVEN HOUSE
12685 OLIVE BLVDST LOUISMO63141201876315501(C)(3)26000GRANT TO SUPPORT HAVEN HOUSE TO ACCOMPLISH THEIR MISSION.
SUPPORT DOGS INC
11645 LILBURN PARK ROADST LOUISMO63146431379801501(C)(3)5000TO TRAIN DOGS TO ASSIST DISABLED PEOPLE, OBEDIENCE TRAINING,
STPATRICKS CENTER ST LOUIS
800 NORTH TUCKER BLVDST LOUISMO63101431263499501(C)(3)29250THE HEALTH CARE WING,LOCATED WITHIN ST. PATRICK CENTER PARTNERSHIP CENTER.
HEALTH PROTECTION AND EDUCATION SERVICES
6901 WASHINGTON AVEST LOUISMO63130272096715501(C)(3)23605PROVIDES HEALTH SCREENING AND CARE REFERRALS TO MEDICALLY UNDERSERVED.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants13TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, 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 INTERIM (SIX MONTHS) AND FINAL PROGRESS REPORTS, INCLUDING NARRATIVE AND EXPENSE RECAP. FOUNDATION STAFF REVIEW THESE FOR COMPLIANCE AND SUCCESS IN MEETING OBJECTIVES AND REPORT FINDINGS TO THE STEWARDSHIP COMMITTEE. TOTAL GRANTS FOR 2011 $18,348,627.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
RICHARD J LIEKWEG
060687504849970614907713302624401201398034340
MARK KRIEGER
0348248010582303118045362019905052245600
JULIA S RUVELSON
0224883094558014310293910243160374579014435

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
PART I, LINE 1ADURING 2011, THE ORGANIZATION REIMBURSED EXPENSES FOR SOCIAL CLUB DUES FOR TWO EXECUTIVES IN THE AMOUNT OF $8,330. THE PAYMENTS WERE MADE PURSUANT TO A WRITTEN POLICY THAT ALLOWS FOR DIRECT PAYMENTS OR REIMBURSEMENTS BASED ON ADEQUATE SUBSTANTIATION OF THE ALLOWABLE EXPENSE. DOCUMENTATION OF THESE EXPENSES IS RETAINED IN THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION AND, IF REQUIRED, INCLUDED IN THE REPORTABLE COMPENSATION OF THE INDIVIDUALS LISTED HERE IN.
PART I, LINE 3FORM 990, PART VI, SECTION B, LINE 15A-B: 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 4BDURING 2011, THE FOLLOWING INDIVIDUALS RECEIVED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN ACCRUALS FROM THE ORGANIZATION AS REPORTED IN THE DETAILS OF COMPENSATION AND BENEFITS (SEE FROM 990, PART VII AND SCHEDULE J, PART II): MARK H. KRIEGER $20,357 JULIA S. RUVELSON $26,238 RICHARD J. LIEKWEG $101,440 BOARD OF DIRECTORS WORKED HOURS FOR RELATED PARTY PER WEEK MARK KRIEGER 39.50 RICHARD J. LEIKWEG 36.50
PART I, LINE 7DURING 2011 COMPENSATION PROVIDED BY RELATED ORGANIZATIONS INCLUDED INCENTIVE PAYMENTS TO CERTAIN EXECUTIVES THAT ARE CALCULATED USING A PERCENT OF BASE PAY AFTER CERTAIN PERFORMANCE AND OPERATING GOALS ARE MET. THE AMOUNT OF INCENTIVE PAYMENTS DID NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER THE FINANCIAL RESULTS OF THE RELATED ORGANIZATION WERE DETERMINED FOR THE CALENDAR YEAR.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions24NumberOfContributions
Noncash Contribs Rptd F99091527NoncashContribsRptdF990
Method Of Determining RevenuesAVERAGE HIGH/LOWMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierTHIRD PARTY USE:Identifier
Return ReferencePART I, LINE 32B:ReturnReference
ExplanationGIFTS 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.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 5471 - STATEMENT OF CONTROLLED FOREIGN CORPORATIONTHIS STATEMENT IS BEING FILED PURSUANT TO TREAS. REG. 1.6038-2(J)(3). FOUNDATION FOR BARNES-JEWISH HOSPITAL'S FILING REQUIREMENT FOR FORM 5471 FOR THE CONTROLLED FOREIGN CORPORATION LISTED BELOW HAS BEEN SATISFIED BY BJC HEALTH SYSTEM (FEIN: 43-1617558). BJC HEALTH SYSTEM HAS INCLUDED FORM 5471 WITH ITS FORM 990 WHICH WAS FILED ELECTRONICALLY. ATG ASSURANCE COMPANY LTD FEIN: 98-0599167 P.O.BOX 1109 GRAND CAYMAN, CAYMAN ISLANDS
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 2
BARNES-JEWISH HOSPITAL IS THE SOLE CORPORATE MEMBER OF THE REPORTING ORGANIZATION.FORM 990, PART VI, SECTION A, LINE 6
BARNES-JEWISH HOSPITAL HAS THE POWER TO ELECT OR APPOINT MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS.FORM 990, PART VI, SECTION A, LINE 7A
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 A, LINE 7B
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 INDEPENDANT 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 11
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 QUESTIONNAIRE. THE QUESTIONNAIRE REQUIRES THE DISCLOSURE OF CONFLICTS AND AN ATTESTATION TO THEIR CONTINUING OBLIGATION TO DISCLOSE SHOULD THE NEED ARISE. THE RESULTS OF THE CONFLICTS QUESTIONNAIRE ARE REVIEWED AND APPROPRIATE ACTION TAKEN AS NECESSARY. ADDITIONALLY, SHOULD THE ORGANIZATION BECOME AWARE OF CONFLICTS NOT PREVIOUSLY REPORTED, THE GENERAL COUNSEL WOULD INVESTIGATE AND RESPOND IN ACCORDANCE WITH THE POLICY.FORM 990, PART VI, SECTION B, LINE 12C
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 VI, SECTION C, LINE 19
NET ASSETS WERE ADJUSTED FOR UNREALIZED GAIN/LOSS AND EQUITY TRANSFERAMOUNTS FOR UNREALIZED GAINS/LOSS (31,277,881) EQUITY TRANSFERS 1,000,000 NET (30,277,881)PART XI RECONCILIATION OF NET ASSETS LINE 5 OTHER CHANGES

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (30 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgDirect Controlling Entity NADirectControllingEntityNA
ALTON MEMORIAL HOSPITAL
ONE MEMORIAL HOSPITAL DRIVEALTONIL62002370661172HEALTHCARE ORGANIZATIONIL501(C)(3)3CH ALLIED SERVICE INC1
ALTON MEMORIAL HEALTH SVCS FNDN
1109 N OXFORDSHIRE LANEEDWARDSVILLEIL62025371177053FINANCIAL SUPPORT TO HOSPITAL AND COMMUNITY FOR SELECTED PROJECTSIL501(C)(3)11 TYPE IALTON MEMORIAL HOSPITAL1
BARNES-JEWISH HOSP AUXIL PARKVIEW CHAPTER
216 SO KINGSHIGHWAY CAB 140ST LOUISMO63110237000410FUNDRAISINGMO501(C)(3)11TYPE III FIBARNES-JEWISH HOSPITAL1
BARNES-JEWISH HOSPITAL
ONE BARNES-JEWISH HOSP PLZST LOUISMO63110237309937HEALTHCARE ORGANIZATIONMO501(C)(3)3BJC HEALTH SYSTEM1
BARNES-JEWISH ST PETERS HOSP INC
10 HOSPITAL DRIVEST PETERSMO63376431452426HEALTHCARE ORGANIZATIONMO501(C)(3)3BARNES-JEWISH HOSPITAL1
BARNES-JEWISH WEST COUNTY HOSP
12634 OLIVE STREET ROADCREVE COEURMO63141431527130HEALTHCARE ORGANIZATIONMO501(C)(3)3BARNES-JEWISH HOSPITAL1
BJC BEHAVIORAL HEALTH
1430 OLIVE STREET SUITE 400ST LOUISMO63103431610561HEALTHCARE ORGANIZATIONMO501(C)(3)3BJC HEALTH SYSTEM1
BJC CORPORATE HEALTH SERVICES
5000 MANCHESTER AVENUEST LOUISMO63110431324103HEALTHCARE ORGANIZATIONMO501(C)(3)3BARNES-JEWISH HOSPITAL1
BJC HEALTH SYSTEM
4901 FOREST PARK AVEST LOUISMO63108431617558SUPPORTING ORGANIZATIONMO501(C)(3)11 TYPE I0N/A
BJC HOME CARE SERVICES
8300 EAGER ROADST LOUISMO63144431450457HEALTHCARE ORGANIZATIONMO501(C)(3)9BARNES-JEWISH HOSPITAL1
BOONE HOSPITAL CENTER'S VISIT NURSES INC
601 BUSINESS LOOP 70 WCOLUMBIAMO65203430998347HEALTHCARE ORGANIZATIONMO501(C)(3)9CH ALLIED SERVICE INC1
CH ALLIED SERVICES INC
1600 E BROADWAYCOLUMBIAMO65201431279063HEALTHCARE SERVICESMO501(C)(3)3CH HEALTH SERVICES DEV CORP1
CH HEALTH SERVICES DEVELOPMENT CORPORATION
11133 DUNN ROADST LOUISMO63136431230583HEALTHCARE SERVICESMO501(C)(3)11 TYPE IBJC HEALTH SYSTEM1
CHILDREN'S HEALTH NETWORK
ONE CHILDRENS PLACEST LOUISMO63110431640467HEALTHCARE SERVICESMO501(C)(3)9ST LOUIS CHILDREN'S HOSPITAL1
CHRISTIAN HOSPITAL FOUNDATION
11155 DUNN ROAD SUITE 300 NST LOUISMO63136431947644SUPPORT TO CHNEMO501(C)(3)LINE 7CHRISTIAN HOSPITAL NE-NW1
CHRISTIAN HOSPITAL ILLINOIS SERVICES
8 SUNSET HILLSEDWARDSVILLEIL62025260131339HEALTHCARE SERVICESMO501(C)(3)3CH ALLIED SERVICE INC1
CHRISTIAN HOSPITAL NE-NW
11133 DUNN ROADST LOUISMO63136436057893HEALTHCARE ORGANIZATIONMO501(C)(3)3CH HEALTH SERVICES DEV CORP1
COMMUNITY HEALTH CONNECTION
4353 CLAYTON AVE RM 164ST LOUISMO63110460819384HEALTHCARE ORGANIZATIONMO501(C)(3)9BJC HEALTH SYSTEM1
FAIRVIEW HEIGHTS MED GROUP SC
670 MASON RIDGE CENTER DR SUITE 300ST LOUISMO63141364147189HEALTHCARE SERVICESIL501(C)(3)31N/A
MISSOURI BAPTIST HEALTHCARE FNDN
3015 N BALLAS ROADST LOUISMO63131431472026FUNDRAISINGMO501(C)(3)7MISSOURI BAPTIST MEDICAL CENTER1
MISSOURI BAPTIST HOSP OF SULL
751 SAPPINGTON BRIDGESULLIVANMO63080431459495HEALTHCARE ORGANIZATIONMO501(C)(3)3MISSOURI BAPTIST MEDICAL CENTER1
MISSOURI BAPTIST HOSPITAL OF SULLIVAN AUXILIARY
751 SAPPINGTON BRIDGESULLIVANMO63080431349641SUPPORT TO MBHSMO501(C)(3)11TYPE III FIMISSOURI BAPTIST HOSP OF SULLIVAN1
MISSOURI BAPTIST MEDICAL CTR
3015 N BALLAS ROADST LOUISMO63131430652656HEALTHCARE ORGANIZATIONMO501(C)(3)3BJC HEALTH SYSTEM1
PARKLAND HEALTH CENTER
1101 WEST LIBERTY STFARMINGTONMO63640431332368HEALTHCARE ORGANIZATIONMO501(C)(3)3MISSOURI BAPTIST MEDICAL CENTER1
PARKLAND HEALTH CENTER FOUND
1101 WEST LIBERTY STFARMINGTONMO63640900424964FUNDRAISINGMO501(C)(3)7PARKLAND HEALTH CENTER1
PROGRESS EAST HEALTHCARE CTR
11155 DUNN ROAD SUITE 300 NST LOUISMO63136261343214HEALTHCARE ORGANIZATIONIL501(C)(3)3CH ALLIED SERVICE INC1
PROGRESS WEST HEALTHCARE CTR
2 PROGRESS POINT PARKWAYOFALLONMO63368412140764HEALTHCARE ORGANIZATIONMO501(C)(3)3BJC HEALTH SYSTEM1
ST LOUIS CHILDREN'S HOSP FOUND
ONE CHILDRENS PLACEST LOUISMO63110431626863FUNDRAISINGMO501(C)(3)7ST LOUIS CHILDREN'S HOSPITAL1
ST LOUIS CHILDREN'S HOSPITAL
ONE CHILDRENS PLACEST LOUISMO63110430654870HEALTHCARE ORGANIZATIONMO501(C)(3)3BJC HEALTH SYSTEM1
VILLAGE NORTH INC
11160 VILLAGE NORTH DRIVEST LOUISMO63136431207154HEALTHCARE ORGANIZATIONMO501(C)(3)9CH HEALTH SERVICES DEV CORP1

Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAPredominant Income TypePredominantIncomeTypeDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
TWIN RIVERS MRI LLC
ONE MEMORIAL DRIVEALTONIL62002371400120HEALTH SERVICESILN/AN/A00
THE HEART CARE INSTITUTE LLC
1020 NORTH MASON ROADST LOUISMO63141431870517MEDICAL SERVICESMON/AN/A00
GAMMA KNIFE CENTER AT BARNES JEWISH HOSP LLC
216 SOUTH KINGSHIGHWAYST LOUISMO63110431846941OUTPATIENT CARE SERVICESMON/AN/A00
SURGERY CENTER OF FARMINGTON LLC
400 PARKLAND DRIVEFARMINGTONMO63640431811835MEDICAL SERVICESMON/AN/A00
BJCHEALTHSOUTH REHAB CENTER LLC
3660 GRANDVIEW PARKWAYBIRMINGHAMAL35243631254288MEDICAL SERVICESALN/AN/A00

Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityAddress Line1AddressForeign/AddressLine1CountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
PF SERVICES INC
11155 DUNN ROADST LOUISMO63136431237767MANAGEMENT SERVICESMON/AC
MB MEDICAL SERVICES INC
3015 N BALLAS ROADST LOUISMO63131431437404HEALTHCARE SERVICESMON/AC
MISSOURI BAPTIST HOME HEALTH CARE INC
3015 N BALLAS ROADST LOUISMO63131431460430INACTIVEMON/AC
MB PHARMACY INC
3015 N BALLAS ROADST LOUISMO63131431640730INACTIVEMON/AC
ST PETERS MED OFFICE BLDG A CONDO ASSN INC
1040 N MASON SUITE 109ST LOUISMO63141431472188CONDOMINIUM ASSOCIATIONMON/AC
ATG ASSURANCE COMPANY LTD
980599167INSURANCEN/ACPO BOX 1109CJCJ
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets1ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
BARNES-JEWISH HOSPITAL AUXILIARY
C413967CASH
BARNES-JEWISH HOSPITAL AUXILIARY - EQUITY TRANSFER
H1000000EQUITY

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