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Nonprofiteer
← THE FOUNDATION FOR BARNES-JEWISH HOSPITAL

Form 990 for tax year 2023

Filed by THE FOUNDATION FOR BARNES-JEWISH HOSPITAL.

Totals

Total revenue
$58,774,903
Total expenses
$34,733,243
Contributions and grants received
$18,905,000
Grants paid
$25,935,860
Program service revenue
$0
Investment income
$38,689,432
Other revenue
$1,180,471
Total assets, end of year
$891,521,849
Total liabilities, end of year
$173,585,133
Net assets or fund balances, end of year
$717,936,716
Program services expenses (Part IX)
$25,935,860
Management and general expenses
$4,719,942
Fundraising expenses
$4,077,441
Program service expenses (Part III)
$25,935,860

Program services were 74.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $2,887,207

  • 1f · All other contributions, gifts and grants

    $16,017,793

  • 1g · Noncash contributions included above

    $625,115

  • 3 · Investment income

    total $19,177,927 · excluded $19,177,927

  • 5 · Royalties

    total $419,916 · excluded $419,916

  • 7a · Gross sales of assets other than inventory

    securities $621,931,438

  • 7b · Less cost or other basis and sales expenses

    securities $602,419,933

  • 7c · Gain or loss

    securities $19,511,505

  • 7d · Net gain or loss

    total $19,511,505 · excluded $19,511,505

  • 8a · Fundraising events: gross income

    $191,030

  • 8a · Fundraising events: contributions included on line 1c

    $2,887,207

  • 8b · Fundraising events: direct expenses

    $355,345

  • 8c · Net income from fundraising events

    total -$164,315 · excluded -$164,315

  • 11a · Other revenue: RECOV PY GRANTS

    total $924,870 · excluded $924,870

  • 11e · Other revenue, total

    $924,870

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,592,560 · program services $25,592,560

  • 2 · Grants to domestic individuals

    total $343,300 · program services $343,300

  • 11b · Fees: legal

    total $9,493 · management and general $9,493

  • 11f · Fees: investment management

    total $1,202,620 · management and general $1,202,512 · fundraising $108

  • 11g · Fees: other

    total $1,054,889 · management and general $407,437 · fundraising $647,452

  • 12 · Advertising and promotion

    total $242,567 · management and general $148,055 · fundraising $94,512

  • 13 · Office expenses

    total $176,563 · management and general $42,972 · fundraising $133,591

  • 14 · Information technology

    total $25,199 · management and general $23,257 · fundraising $1,942

  • 16 · Occupancy

    total $315,408 · management and general $315,408

  • 17 · Travel

    total $9,873 · management and general $4,074 · fundraising $5,799

  • 19 · Conferences, conventions and meetings

    total $935 · management and general $935

  • 22 · Depreciation, depletion and amortization

    total $80,491 · management and general $80,491

  • 23 · Insurance

    total $17,080 · fundraising $17,080

  • 24a · Other expenses: PURCHASED SERVICES SALA

    total $5,282,884 · management and general $2,163,174 · fundraising $3,119,710

  • 24b · Other expenses: CATERING BOARD AND EMPL

    total $152,636 · management and general $152,636

  • 24c · Other expenses: ADMINISTRATIVE & OVERHE

    total $128,875 · management and general $128,875

  • 24d · Other expenses: DONOR CULTIVATION

    total $45,357 · fundraising $45,357

  • 24e · All other expenses

    total $52,513 · management and general $40,623 · fundraising $11,890

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $655,644 · end of year $937,709

  • 2 · Savings and temporary cash investments

    beginning of year $97,235 · end of year $354,871

  • 3 · Pledges and grants receivable

    beginning of year $20,520,080 · end of year $21,911,492

  • 9 · Prepaid expenses and deferred charges

    beginning of year $148,824 · end of year $127,529

  • 10a · Land, buildings and equipment: cost or other basis

    $667,269

  • 10b · Land, buildings and equipment: accumulated depreciation

    $627,552

  • 10c · Land, buildings and equipment, net

    beginning of year $246,974 · end of year $39,717

  • 11 · Investments: publicly traded securities

    beginning of year $391,760,732 · end of year $350,575,906

  • 12 · Investments: other securities

    beginning of year $459,151,677 · end of year $510,551,740

  • 15 · Other assets

    beginning of year $6,614,811 · end of year $7,022,855

  • 17 · Accounts payable and accrued expenses

    beginning of year $146,333 · end of year $199,472

  • 18 · Grants payable

    beginning of year $166,580,547 · end of year $125,314,485

  • 25 · Other liabilities

    beginning of year $49,315,273 · end of year $48,071,176

  • 27 · Net assets without donor restrictions

    beginning of year $169,945,739 · end of year $190,058,070

  • 28 · Net assets with donor restrictions

    beginning of year $493,208,085 · end of year $527,878,646

Mission and programs · 2023

Mission

THE FOUNDATION FOR BARNES-JEWISH HOSPITAL HELPS DONORS ENRICH LIVES, AND TRANSFORM PATIENT CARE THROUGH CHARITABLE GIFTS. EVERY GIFT TO THE FOUNDATION HELPS TRANSFORM PATIENT CARE AT BARNES-JEWISH HOSPITAL, ONE OF AMERICA'S TOP HOSPITALS, (SEE SCHEDULE O) AND OUR AFFILIATES BY FUNDING INNOVATIVE RESEARCH, MEDICAL EDUCATION FOR DOCTORS, NURSES AND PHARMACISTS, TECHNOLOGY AND EQUIPMENT, CARE ESSENTIALS FOR PATIENTS IN NEED, AND COMMUNITY OUTREACH TO PROMOTE HEALTH AND WELLNESS.

Activities or mission (Part I)

THE FOUNDATION FOR BARNES-JEWISH HOSPITAL HELPS DONORS ENRICH LIVES, SAVE LIVES, AND (SEE SCHEDULE O) TRANSFORM PATIENT CARE THROUGH CHARITABLE GIFTS. EVERY GIFT TO THE FOUNDATION HELPS TRANSFORM PATIENT CARE AT BARNES-JEWISH HOSPITAL (ONE OF AMERICA'S TOP HOSPITALS) AND OUR AFFILIATES BY FUNDING INNOVATIVE RESEARCH, MEDICAL EDUCATION FOR DOCTORS, NURSES, AND PHARMACISTS, TECHNOLOGY AND EQUIPMENT, CARE ESSENTIALS FOR PATIENTS IN NEED AND COMMUNITY OUTREACH TO PROMOTE HEALTH AND WELLNESS.

  • RESEARCH:THE FOUNDATION SUPPORTED BIOMEDICAL AND CLINICAL TRANSLATIONAL RESEARCH TO ENHANCE PATIENT SAFETY, ELEVATE THE STANDARDS OF CARE, IMPROVE QUALITY OF LIFE, MAKE BREAKTHROUGHS IN TREATMENT/RECOVERY AND WIN THE FIGHT AGAINST DEVASTATING DISEASES. THIS INCLUDED SUPPORT FOR THE BJC INVESTIGATORS PROGRAM, IN WHICH THE OBJECTIVE IS TO PROMOTE HUMAN KNOWLEDGE WITHIN THE FIELDS OF BASIC AND APPLIED MEDICAL SCIENCE WITH A FOCUS ON THE RESEARCHERS AND NOT THE PROJECTS. THESE DISCOVERIES WILL CHANGE HEALTHCARE REGIONALLY, NATIONALLY, AND INTERNATIONALLY. WE DISBURSE RESEARCH FUNDING PRIMARILY TO PHYSICIANS AND RESEARCHERS AFFILIATED WITH BARNES-JEWISH HOSPITAL, SITEMAN CANCER CENTER AND/OR WASHINGTON UNIVERSITY, OR TO FACULTY OF (SEE SCHEDULE O)BARNES-JEWISH GOLDFARB SCHOOL OF NURSING.

    Expenses $12,737,553 · Grants $12,737,553

  • CHAIRHOLDERS: THE FOUNDATION SUPPORTED CHAIRHOLDERS RATIFIED BY THE BOARD OF DIRECTORS. CHAIR APPOINTMENTS RECOGNIZE TOP PHYSICIANS AND RESEARCHERS PERFORMING EXCEPTIONAL WORK AND THOSE THAT ARE NATIONAL LEADERS IN MEDICINE ON THE WASHINGTON UNIVERSITY CAMPUS. FUNDS FROM THE FOUNDATION SUPPORTED THE DEPARTMENTS OF INTERNAL MEDICINE AND SURGERY.

    Expenses $2,601,275 · Grants $2,601,275

  • EDUCATION/SCHOLARSHIPS : THE FOUNDATION SUPPORTED SCHOLARSHIPS FOR NURSING STUDENTS AND VARIOUSSYMPOSIUMS AVAILABLE TO ALL MEDICAL PROFESSIONS RESULTING IN AN OVERALL INCREASE IN THE KNOWLEDGE AND AWARENESS FOR CAREGIVERS.

    Expenses $2,578,235 · Grants $2,578,235

  • PATIENT SUPPORT, CAPITAL, COMMUNITY SERIVCE/OUTREACH, COMMUNITY GRANTS, AND GENERAL OPERATIONS: THE FOUNDATION PROVIDED FUNDING TO BARNES-JEWISH HOSPITAL AND WASHINGTON UNIVERSITY, INCLUDING SITEMAN CANCER CENTER, 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 WHILE ON CAMPUS AND UPON DISCHARGE. THE FOUNDATION SUPPORTED COMMUNITY PARTNERS THAT FOCUS ON INCREASING THE OVERALL HEALTH IN OUR REGION.

    Expenses $8,018,797 · Grants $8,018,797

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lynch John MD

    PRESIDENT/DIRECTOR

    Total calculated
    $1,344,919
    From this org
    $0
    From related orgs
    $1,344,919
    Other
    $0
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,206,568 related
    Bonus
    $0
    Other
    $0 + $138,351 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,344,919 related

  • Cannon Robert W

    DIRECTOR

    Total calculated
    $2,115,729
    From this org
    $0
    From related orgs
    $1,818,864
    Other
    $296,865
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $995,714 related
    Bonus
    $0 + $789,353 related
    Other
    $0 + $33,797 related
    Deferred
    $0 + $136,728 related
    Nontaxable benefits
    $0 + $160,137 related
    Filer's total
    $0 + $2,115,729 related

  • Ell Susan J

    VP & EXEC DIRECTOR

    Total calculated
    $586,426
    From this org
    $0
    From related orgs
    $490,528
    Other
    $95,898
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $334,169 related
    Bonus
    $0 + $145,270 related
    Other
    $0 + $11,089 related
    Deferred
    $0 + $54,009 related
    Nontaxable benefits
    $0 + $41,889 related
    Filer's total
    $0 + $586,426 related

  • Blatt James

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Callahan Theresa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Cohn Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Collier Khalia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Deutsch Johnathan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Fisher Ryan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Guller Robert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Gupta Mahendra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Herschend Jacob

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Kalishman Amy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Koch Paul

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Lindquist Richard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Ludmerer Kenneth MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Malter Felicia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Matthews Charles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Myer James S

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Ratliff Harry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Ridenour Nancy PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Roberts Michael L

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Rubin Judy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Rubin Pam

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Schonwald Alexander

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Schumacher Dalton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Schwendinger Robert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Thomas Lawrence

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Todd Ryan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Wielansky Lee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Zigic Ajla

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Miles Richard

    CHAIRMAN, DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Irovic Paul

    TREASURER BEG 5/23

    Total calculated
    $559,602
    From this org
    $0
    From related orgs
    $409,335
    Other
    $150,267
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,301 related
    Bonus
    $0 + $92,380 related
    Other
    $0 + $4,654 related
    Deferred
    $0 + $109,364 related
    Nontaxable benefits
    $0 + $40,903 related
    Filer's total
    $0 + $559,602 related

  • Krieger Mark

    TREASURER TERM 5/23

    Total calculated
    $395,258
    From this org
    $0
    From related orgs
    $365,359
    Other
    $29,899
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,393 related
    Bonus
    $0 + $160,288 related
    Other
    $0 + $5,678 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $29,899 related
    Filer's total
    $0 + $395,258 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 2023, THE FOLLOWING INDIVIDUALS RECEIVED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PAYMENTS/ACCRUALS FROM THE ORGANIZATION AS REPORTED IN THE DETAILS OF COMPENSATION AND BENEFITS (SEE FORM 990, PART VII AND SCHEDULE J, PART II): CANNON, ROBERT $226,140 ELL, SUSAN $68,502 KRIEGER, MARK $33,461 IROVIC, PAUL $32,932

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • WASHINGTON UNIVERSITY SCHOOL OF MEDICINE

    $16,907,965

    RESEARCH, PATIENT SUPPORT, EDUCATION, MD RECRUITMENT

  • BARNES - JEWISH HOSPITAL

    $5,993,000

    RESEARCH, PATIENT SUPPORT, EDUCATION, CAPITAL, COMMUNITY SERVICES

  • BJC HOME CARE SERVICES

    $1,462,182

    HOSPICE AND HOME CARE SUPPORT FOR PATIENTS

  • PEDAL THE CAUSE

    $200,000

    ANNUAL FUNDRAISING BIKE CHALLENGE FOR CANCER RESEARCH

  • JEWISH FEDERATION

    $150,000

    TO PROVIDE MEDICAL CARE AND HOUSING FOR FAMILIES IMPACTED BY ACTS OF TERROR AS A RESULT OF THE CRISIS IN ISRAEL

  • HAVEN HOUSE

    $80,000

    TO PROVIDE HOUSING FOR PATIENTS AND FAMILIES TRAVELING TO ST. LOUIS TO RECEIVING MEDICAL CARE.

  • JEWISH FAMILY SERVICES OF ST LOUIS

    $73,000

    TO PROVIDE CASE MANAGEMENT SERVICES TO PERSONS LIVING IN UNDER-RESOURCES AREAS IN ST. LOUIS

  • ST LOUIS HEALTH EQUIPMENT LENDING PROGRAM

    $50,000

    PROVIDING ASSISTIVE TECHNOLOGY HEALTH EQUIPMENT TO INDIVIDUALS WITH DISABILITIES THAT ARE UNINSURED, UNDERINSURED AND UNDERSERVED ON A NO-COST LOAN BASIS IN ORDER TO IMPROVE THEIR FUNCTIONAL INDEPENDENCE. ENCOURAGING AND SUPPORTING THE VIBRANT ROLE AREA RESIDENTS PLAY IN THE FUTURE OF THEIR COMMUNITY THROUGH VOLUNTEER OPPORTUNITIES THAT DEFINE THE ST. LOUIS REGION AS A CARING COMMUNITY AND WORKING TO CREATE A TRADITION OF LIFETIME COMMITMENT TO ACTIVE PHILANTHROPY. SHARING INFORMATION ON THE ISSUES FACING THE REGION AND THE ROLE PRIVATE AND CORPORATE PHILANTHROPY CAN PLAY IN BUILDING A MORE VITAL COMMUNITY. COLLABORATION WITH OTHER INSTITUTIONS OF SIMILAR MIND AND INSIGHT ARE CONSIDERED IMPERATIVE TO CREATING A NETWORK OF ASSISTIVE TECHNOLOGY PROVIDERS OF EQUIPMENT AND SERVICESPROVIDING A "PHONE BUDDY" CONTACT FOR INDIVIDUALS UTILIZING OUR EQUIPMENT.

  • PINK RIBBON GIRLS

    $50,000

    TO PROVIDE HEALTHY MEALS AND RIDES TO TREATMENT FOR PERSONS IN THE ST. LOUIS AREA WHO ARE SUFFERING WITH BREAST OR GYNECOLOGICAL CANCER

  • CASA DE SALUD

    $50,000

    TO FACILITATE AND DELIVER HIGH QUALITY MEDICAL AND MENTAL HEALTH SERVICES FOR UNINSURED AND UNDERINSURED PATIENTS, FOCUSING ON NEW IMMIGRANTS AND REFUGEES WHO FACE BARRIERS TO ACCESSING OTHER SOURCES OF CARE

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • THE HEART CARE INSTITUTE LLC

    MEDICAL SERVICES · MO

  • GAMMA KNIFE CENTER AT BARNES JEWISH HOSP LLC

    OUTPATIENT CARE SERVICES · MO

  • THE REHABILITATION INSTITUE OF ST LOUIS LLC

    MEDICAL SERVICES · AL

  • THE REHABILITATION INSTITUE OF SOUTHERN ILLINOIS LLC

    MEDICAL SERVICES · AL

  • CHILDREN'S DISCOVERY INSTITUTE LLC

    SEARCH FOR CURES OF PEDIATRIC DISEASES · MO

  • Y-SIHVI LLC

    PHYSICAL THERAPY & FITNESS · IL

  • SOUTHWEST ILLINOIS HEALTH SERVICES REAL ESTATE LLP

    COMMERCIAL REAL ESTATE · IL

  • ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

    MEDICAL SERVICES · MO

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ATG ASSURANCE COMPANY LTD

    C · INSURANCE · CJ

  • MB MEDICAL SERVICES INC

    C · HEALTHCARE SERVICES · MO

  • PF SERVICES INC

    C · MANAGEMENT SERVICES · MO

  • ACTIVUM SG FEEDER FUND VII LP

    C · INVESTMENT HOLDINGS · JE

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413179349309056

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