2011-10-17T16:16:44-05:00 2010-12-31 RSM MCGLADREY INC 4801 MAIN STREET SUITE 400 KANSAS CITY MO 64112 990 2010-01-01 446014699 ST LUKE'S HOSPITAL FOUNDATION INC STLU 8169325819 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 MARK LITZLER 8169325819 2011-09-28 1 CONNIE HENDERSON 8167533000 2010 2016-03-07 17:11:31Z MARK LITZLER 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 20877723 0 X HTTP://SAINTLUKESGIVING.ORG X 1964 MO PROMOTE MEDICAL EDUCATION AND RESEARCH. 33 33 21 0 -1152 -1152 11573505 8556189 5599398 6102589 1670846 3632923 1034910 1160223 19878659 19451924 7620273 2660516 0 0 5845159 5473769 0 0 539614 11939979 12009008 25405411 20143293 -5526752 -691369 126941206 134237267 2584691 2343372 124356515 131893895 X RAISE FUNDS TO PROMOTE MEDICAL EDUCATION AND RESEARCH. 0 0 18511701 0 7596563 IN 2010, THE FOUNDATION PROVIDED SUPPORT FOR THE FOLLOWING PROGRAM SERVICES:CAPITAL FACILITIES AND EQUIPMENT AT ST. LUKE'S HOSPITAL OF KANSAS CITY (SLH) - CAPITAL EXPENDITURES FOR CONSTRUCTION/RENOVATION OF HOSPITAL. $2,289,004MEDICAL EDUCATION ENDOWMENT CAMPAIGN - CAMPAIGN EXPENDITURES TO SUPPORT MEDICAL EDUCATION BY CREATING A SIGNIFICANT ENDOWMENT. $1,117,920RESEARCH PROGRAMS - FUNDING PROVIDED TO VARIOUS MEDICAL RESEARCH PROJECTS. $6,523,211EDUCATION AND TRAVEL - FUNDS PROVIDED TO HOSPITAL EMPLOYEES FOR MEDICAL EDUCATIONAL TRIPS, AS WELL AS LECTURES HELD ON CAMPUS TO FURTHER THE MEDICAL EDUCATION OF THE PROFESSIONAL COMMUNITY. $788,089SPECIAL MEDICAL PROGRAMS - PROJECTS TO ENHANCE PATIENT CARE, PURCHASES OF MEDICAL EQUIPMENT, AND OTHER PROJECTS NOT DIRECTLY RELATED TO RESEARCH. $5,010,602MID-AMERICA HEART INSTITUTE AT SLH - FELLOWSHIPS AVAILABLE IN THE CARDIAC FIELD, PROJECTS OR EQUIPMENT PURCHASES SPECIFICALLY FOR 'HEART' HEALTH CARE, AND FUNDS RESTRICTED BY DONORS FOR USE AT SAINT LUKE'S HOSPITAL UNDER THE DIRECTION OF CARDIOLOGY STAFF PHYSICIANS. $1,414,496LOANS, SCHOLARSHIPS AND AWARDS - EDUCATIONAL FUNDS FOR LOANS, SCHOLARSHIPS OR AWARDS TO HOSPITAL EMPLOYEES, COLLEGE OF NURSING STUDENTS OR OTHER STUDENTS OF THE MEDICAL TECHNICAL SCHOOLS OF SAINT LUKE'S HOSPITAL. $496,537OTHER - FUNDS SPENT ON ALL OTHER AREAS NOT SPECIFICALLY CATEGORIZED. $871,842TOTAL PROGRAM SERVICES: $18,511,701 18511701 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 1 157 0 1 21 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 X JEFF THURLOW 8169322252 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 ROBERT H WEST 2.00 X X 0 0 0 JOHN A OVEL 2.00 X X 0 0 0 HAZEL HILLIX WELLS 2.00 X X 0 0 0 TOM BEAL 2.00 X 0 0 0 ARTHUR ELMAN 2.00 X 0 0 0 EUGENE E FIBUCH MD 2.00 X 0 0 0 JEFFREY B HANES 2.00 X 0 0 0 G RICHARD HASTINGS 2.00 X 0 0 0 PETER S HOLT MD 2.00 X X 0 0 0 GRAHAM T HUNT 2.00 X 0 0 0 RICHARD D LANDON 2.00 X 0 0 0 JOHN H ROBINSON 2.00 X 0 0 0 SUZANNE S THOMPSON 2.00 X 0 0 0 MARILYN A MCMULLEN 2.00 X 0 0 0 DAVID STEINHAUS MD 2.00 X 0 0 0 DAVID L WEST 2.00 X 0 0 0 PAM WOODARD 2.00 X 0 0 0 DAVID C WYSONG 2.00 X 0 0 0 THOMAS M SCOTT 2.00 X 0 0 0 JOHN D YEAST MD 2.00 X 0 0 0 STEVEN N PALMER 2.00 X X 0 0 0 CHARLES SCHELLHORN 2.00 X 0 0 0 CHARLES VANWAY III 2.00 X 0 0 0 JILL MCGEE 2.00 X 0 0 0 EARL B BENNER JR 2.00 X 0 0 0 JONATHAN BAUM 2.00 X 0 0 0 GRANT BURCHAM 2.00 X 0 0 0 GARY GADDIS 2.00 X 0 0 0 CARLENE HALL 2.00 X 0 0 0 LAURA HALL 2.00 X 0 0 0 DONALD R CAMPBELL MD 2.00 X 0 0 0 KENNETH C HUBER MD 2.00 X 0 0 0 VINCENT M LEM MD 2.00 X 0 0 0 CAROL TINSMAN 2.00 X 0 0 0 MARK LITZLER 40.00 X 159173 0 40692 JEFFREY THURLOW 40.00 X 98753 0 29443 ANDY MORRISON 40.00 X 104730 0 26321 362656 0 96456 2 0 1 0 CARDIOVASCULAR CONSULTANTS INC 4330 WORNALL ROAD SUITE 2000 KANSAS CITY MO 64111 CONSULTING 453256 1 540209 8015980 195515 8556189 RESEARCH & EDUCATION S 541700 6102589 6102589 6102589 3293289 3293289 29524 29524 753591 772091 -18500 -18500 -1152 -17348 481466 141832 339634 339634 339634 167101 540209 511876 -344775 -344775 ADMINISTRATIVE FEES 900099 1484642 1484642 BANQUET AND OTHER 900099 9332 9332 1493974 19451924 7596563 -1152 3300324 2509406 2509406 151110 151110 331173 165587 165586 4616198 4158570 269150 188478 109608 21922 48228 39458 312329 164248 121285 26796 104461 57231 24044 23186 1484649 1484649 84199 700 83499 762163 717411 34416 10336 676846 660301 16433 112 15198 3741 11196 261 168456 68727 99729 1151727 1140193 10202 1332 217028 215861 747 420 114686 114686 RESEARCH 5643989 5643989 0 0 BAD DEBT 838215 838215 0 0 BANQUETS 452538 445038 6349 1151 MISCELLANEOUS 237832 69157 86177 82498 AWARDS 161482 161232 250 0 20143293 18511701 1091978 539614 10072469 11667763 2893356 1581863 2133285 703452 32853 30899 69892 69943 13264734 1751178 11490776 11513556 98192965 106518397 2055610 2151394 126941206 134237267 963393 837939 71016 55456 1550282 1449977 2584691 2343372 X 5751749 5307860 83201741 91038372 35403025 35547663 124356515 131893895 126941206 134237267 X -691369 8228749 X X 0 1 1 X 0 X 17828378 19940713 15508868 11573505 8556189 73407653 17828378 19940713 15508868 11573505 8556189 73407653 24967149 48440504 3349433 3655415 3858866 3167278 4076404 18107396 91515049 26544997 0.52930 0.58860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46601319 711565 5603812 151110 1790041 50975545 40132732 2105450 6909964 191674 2355153 46601319 48574697 2738597 -8167702 184000 2828860 40132732 0.00000 0.69730 0.30270 0 0 7639335 7639335 4716613 1372134 3344479 908786 379044 529742 11513556 ANNUITY OBLIGATIONS 1449977 1449977 19451924 20143293 -691369 8228749 8228749 7537380 29051301 8228749 86661 1283967 9599377 19451924 0 19451924 21513921 86661 1283967 1370628 20143293 0 20143293 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USES OF THE ENDOWMENT FUNDS ARE RESTRICTED TO THE DONOR IMPOSED STIPULATIONS. THE FUNDS MAY BE USED TO SUPPORT THE SPECIFIED ACTIVITY, AS DIRECTED BY THE DONOR. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: UNCERTAIN TAX POSITIONS, IF ANY, ARE RECORDED AS A LIABILITY IF A TAX POSITION TAKEN DOES NOT MEET THE MORE-LIKELY-THAN NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THERE IS NO LIABILITY FOR UNCERTAIN TAX POSITIONS RECORDED AT DECEMBER 31, 2010 OR 2009, NOR WAS THERE A LIABILITY AS OF THE DATE OF IMPLEMENTATION OF JANUARY 1, 2009. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 511,876. RENTAL EXPENSES 772,091. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 511,876. RENTAL EXPENSES 772,091. MIDWEST EAR INSTITUTE DINNER 216417 157892 58525 0 0 157478 0 0 0 CHILDREN'S SPOT DINNER BANQUET 151214 103755 47459 0 0 92297 0 0 0 10 339679 278562 61117 0 0 262101 0 0 0 707310 540209 167101 511876 511876 -344775 0 SAINT LUKE'S HOSPITAL 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 501(C)(3) 0 2509406 FMV EQUIPMENT GRANTS CAPITAL IMPROVEMENTS 1 0 SCHOLARSHIPS FOR NURSING STUDENTS ATTENDING SAINT LUKE'S COLLEGE 68 151110 0 FMV N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION WORKS WITH THE RESPECTIVE PERSONNEL THAT ARE USING THE GRANT FUNDS TO MONITOR THE USE OF THE FUND FOR THE PROPER USE OF THE FUNDS. 1 X X X 0 0 0 0 0 0 0 0 0 MARK LITZLER 159173 0 0 0 0 0 20012 0 22335 0 201520 0 0 0 GRANT BURCHAM BOARD MEMBER 0 GRANT BURCHAM IS THE PRESIDENT OF MISSOURI BANK. WESTPORT TODAY, LLC A WHOLLY-OWNED LLC OF THE FOUNDATION, UTILIZES MISSOURI BANK FOR BANKING SERVICES AT NORMAL BUSINESS RATES. 0 X STOCKS 7 195515 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY RSM MCGLADREY WITH THE ASSISTANCE OF JEFF THURLOW, CFO. THE 990 IS REVIEWED BY MARK LITZLER (FOUNDATION EXECUTIVE DIRECTOR) AND THE FOUNDATION'S TREASURER. THE 990 IS ALSO PRESENTED TO ALL BOARD MEMBERS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE BOARD AND REVIEWED ANNUALLY BY THE PRESIDENT OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 8,228,749. FINANCIAL STATEMENT AUDIT FORM 990, PART XI, LINE 2C THE FOUNDATION HAS A FINANCE COMMITTEE THAT REVIEWS THE AUDIT AND SELECTS THE AUDITORS. WESTPORT TODAY OF KANSAS CITY LLC 800 WEST 47TH STREET KANSAS CITY MO 64112 431845751 RENTAL PROPERTY MO 634553 11405583 ST LUKE'S HOSPITAL FOUNDATION INC WESTPORT OF TOMORROW INC 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 270186549 REAL ESTATE DEVELOPMENT MO N/A C 1000 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0