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Nonprofiteer
← SCOTT & WHITE FOUNDATION BRENHAM

Form 990 for tax year 2023

Filed by SCOTT & WHITE FOUNDATION BRENHAM.

Totals

Total revenue
$403,559
Total expenses
$43,705
Contributions and grants received
$175,640
Grants paid
$41,140
Program service revenue
$0
Investment income
$256,130
Other revenue
-$28,211
Total assets, end of year
$5,332,458
Total liabilities, end of year
$1,148
Net assets or fund balances, end of year
$5,331,310
Program services expenses (Part IX)
$42,045
Management and general expenses
$1,660
Fundraising expenses
$0
Program service expenses (Part III)
$42,045

Program services were 96.2% 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

    $137,689

  • 1f · All other contributions, gifts and grants

    $37,951

  • 1g · Noncash contributions included above

    $1,670

  • 3 · Investment income

    total $84,204 · excluded $84,204

  • 7a · Gross sales of assets other than inventory

    securities $4,983,667

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

    securities $4,811,741

  • 7c · Gain or loss

    securities $171,926

  • 7d · Net gain or loss

    total $171,926 · excluded $171,926

  • 8a · Fundraising events: gross income

    $27,817

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

    $137,689

  • 8b · Fundraising events: direct expenses

    $56,028

  • 8c · Net income from fundraising events

    total -$28,211 · excluded -$28,211

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $41,140 · program services $41,140

  • 11c · Fees: accounting

    total $1,660 · management and general $1,660

  • 13 · Office expenses

    total $785 · program services $785

  • 24a · Other expenses: Meals and Entertainment

    total $120 · program services $120

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $650,089 · end of year $610,113

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $9,663

  • 4 · Accounts receivable

    beginning of year $6,036 · end of year $8,174

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

    $37,498

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

    $7,317

  • 10c · Land, buildings and equipment, net

    beginning of year $30,181 · end of year $30,181

  • 11 · Investments: publicly traded securities

    beginning of year $5,180,723 · end of year $4,674,327

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,182,960 · end of year $1,148

  • 27 · Net assets without donor restrictions

    beginning of year $3,598,204 · end of year $4,004,989

  • 28 · Net assets with donor restrictions

    beginning of year $1,085,865 · end of year $1,326,321

Mission and programs · 2023

Mission

To foster and support the activities and purposes of Baylor Scott & White Medical Center - Brenham, to encourage broad-based public support of Baylor Scott & White Health, and to advance its medical objectives, including patient care, and educational and training programs.

Activities or mission (Part I)

Scott & White Foundation Brenham (SWFB) raises funds and supports Baylor Scott & White Medical Center-Brenham, a 25-bed acute care hospital. The funds raised by the foundation are used for building and upgrading facilities, purchasing additional or replacement equipment and for the support of services and activities for patients and residents.

  • Scott & White Foundation Brenham raises funds and supports Baylor Scott & White Medical Center - Brenham, a 25-bed acute care hospital with a Level IV general trauma center designation. The foundation funds provide support for building and renovating facilities, purchasing equipment, and for supporting services and activities for patients and their families.

    Expenses $42,045 · Grants $41,140

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

Listed in Part VII

  • Cathy Cole

    Trustee (thru 3/18/24)

    Total calculated
    $0
    Hours/week
    1

  • Travis Fleetwood

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Wayne Giese

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Stephen T James

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Derrell Krebs

    Trustee/Sec/Treas

    Total calculated
    $0
    Hours/week
    1

  • C Eugene Lake

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    1

  • Charlotte LaRoche

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Beth Dippel Masser

    Trustee/Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Betsy Barnhill Newman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark Pennybacker

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bob Schmidt

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • James R Schroeder

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ray Weiss

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Amy Martin

    VP CFO

    Total calculated
    $464,420
    From this org
    $0
    From related orgs
    $389,259
    Other
    $75,161
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,677 related
    Bonus
    $0 + $96,593 related
    Other
    $0 + $26,989 related
    Deferred
    $0 + $46,153 related
    Nontaxable benefits
    $0 + $29,008 related
    Filer's total
    $0 + $464,420 related

  • Lori Luppino

    President

    Total calculated
    $311,811
    From this org
    $0
    From related orgs
    $288,518
    Other
    $23,293
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $231,383 related
    Bonus
    $0 + $54,853 related
    Other
    $0 + $2,282 related
    Deferred
    $0 + $11,833 related
    Nontaxable benefits
    $0 + $11,460 related
    Filer's total
    $0 + $311,811 related

  • Jana Sharpley

    Former Officer

    Total calculated
    $324,367
    From this org
    $0
    From related orgs
    $324,367
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $324,367 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $324,367 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, Lines 4a-b
Severance or Change of Control Payments: Jana Sharpley received a severance payment from a related organization in the amount of $40,606. Supplemental Nonqualified Retirement Plan: In order to recruit and retain key talent, BSW Holdings and certain tax exempt affiliates (BSWH) offers a supplemental non-qualified retirement plan to eligible employees. The plan provides an annual benefit (based on a percentage of compensation) to the employee that is paid to the employee on a future date upon vesting in the plan. The following individual(s) participated in and/or received payments (noted in parenthesis) from BSWH's supplemental non-qualified retirement plan during the tax year: Amy Martin and Jana Sharpley ($283,761).
Form 990, Schedule J, Part III
Supplemental Information: Governing Body Compensation The members of the governing body serve on a voluntary basis and receive no cash compensation from the organization for these duties as a member of the governing body. Some, but not all, members may have received modest benefits incident to their service on the board and/or multiple board committees or received compensation as an employee of a related organization.

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

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.

  • Arlington Ortho & Spine Hospital LLC

    Hospital · TX

  • Baylor Affiliated Services LLC

    Benefit Plans · TX

  • Baylor Heart and Vascular Center LLP

    Specialty Hospital · TX

  • Baylor Surgicare at Granbury LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Mansfield LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Plano Parkway LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Plano LLC

    Ambulatory Surgery Center · TX

  • Bellaire Outpatient Surgery Center LLP

    Ambulatory Surgery Center · TX

  • BIR JV LLP

    Rehabilitation Hospitals · TX

  • BTDI JV LLP

    Outpatient Imaging Centers · TX

  • Dallas Surgical Partners LLC

    Ambulatory Surgery Center · TX

  • Denton Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • Desoto Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • EBD JV LLP

    Free Standing Emergency Hospitals · TX

  • Frisco Medical Center LLP

    Hospital · TX

  • Ft Worth Surgicare Partners Ltd

    Hospital · TX

  • Garland Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • Grapevine Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • HealthTexas Provider Network-Gastro Serv LLP

    Ambulatory Surgery Center · TX

  • Heritage Park Surgical Hospital LLC

    Hospital · TX

  • Irving Coppell Surgical Hospital LLP

    Hospital · TX

  • Lone Star Endoscopy Center LLC

    Ambulatory Surgery Center · TX

  • MEDCO Construction LLC

    Inactive · TX

  • Metrocrest Surgery Center LP

    Ambulatory Surgery Center · TX

  • MSH Partners LLC

    Hospital · TX

  • North Central Surgical Center LLP

    Hospital · TX

  • North Garland Surgery Center LLP

    Ambulatory Surgery Center · TX

  • Park Cities Surgery Center LLC

    Ambulatory Surgery Center · TX

  • Physicians Surgical Center of Ft Worth LLP

    Ambulatory Surgery Center · TX

  • Rockwall Ambulatory Surgery Center LLP

    Ambulatory Surgery Center · TX

  • Surgery Center of Richardson Phys Pship LP

    Inactive · TX

  • Texas Endoscopy Centers LLC

    Ambulatory Surgery Center · TX

  • Texas Health Ventures Group LLC

    Holds interests in ASCs/ Short Stay Hospitals · TX

  • Texas Heart Hospital of the Southwest LLP

    Specialty Hospital · TX

  • THVG Bariatric LLC

    Holds interests in Ambulatory Surgery Centers · TX

  • Trophy Club Medical Center LP

    Hospital · TX

  • Tuscan Surgery Center at Las Colinas LLC

    Ambulatory Surgery Center · TX

  • University Surgical Partners of Dallas LLP

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at North Dallas LLC

    Ambulatory Surgery Center · TX

  • BT East Dallas JV LLP

    Former Hospital/Wind Down · TX

  • BT Garland JV LLP

    Former Hospital/Wind Down · TX

  • Blue Stone JV LLP

    Outpatient Imaging Centers · TX

  • Baylor Surgicare at Baylor Plano LLC

    Ambulatory Surgery Center · TX

  • Blue Stone Frisco JV LLP

    Outpatient Imaging Centers · TX

  • Centennial ASC LLC

    Ambulatory Surgery Center · TX

  • Texas Regional Medical Center LLC

    Hospital · TX

  • Texas Spine and Joint Hospital LLC

    Hospital · TX

  • Baylor Surgicare at Blue Star LLC

    Ambulatory Surgery Center · TX

  • SurgCenter of Plano LLC

    Ambulatory Surgery Center · TX

  • Bear Creek Surgery Center LLC

    Ambulatory Surgery Center · TX

  • Gateway Diagnostic JV LLC

    Outpatient Imaging Centers · TX

  • Baylor Scott & White Surgicare at Weatherford LLC

    Ambulatory Surgery Center · TX

  • SurgCenter of Greater Dallas LLC

    Ambulatory Surgery Center · TX

  • Oak Point Surgical Suites LLC

    Ambulatory Surgery Center · TX

  • BSW Home Recovery Care LLC

    Home Care Services · TX

  • Sherman Endoscopy LLC

    Ambulatory Surgery Center · TX

  • Baylor Scott & White Surgicare Waxahachie LLC

    Ambulatory Surgery Center · TX

  • NextCare Texas JV LLC

    Urgent Care Centers · TX

  • Cityview Surgery Center LLC

    Ambulatory Surgery Center · TX

Related corporations and trusts

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

  • Baylor All Saints Med Ctr at Ft Worth Condo Owners Assoc Inc

    C · Condo Association · TX · controlled entity

  • Baylor Scott & White Health Enterprises Inc

    C · Pharmacy · TX · controlled entity

  • Baylor Health Network Inc

    C · Inactive · TX · controlled entity

  • Baylor Med Ctr at Grapevine Condo Owners Association Inc

    C · Condo Association · TX · controlled entity

  • Baylor Quality Health Care Alliance LLC

    C · ACO · TX · controlled entity

  • BMP Incorporated

    C · Post Office · TX · controlled entity

  • BUMCRoberts Condominium Owners Association Inc

    C · Condo Association · TX · controlled entity

  • Charitable Lead Trust (3)

    T · Investment · TX

  • Charitable Remainder Trust (48)

    T · Investment · TX

  • Baylor Scott & White Insurance Company

    C · Insurance · TX · controlled entity

  • Baylor Scott & White Assurance SPC

    C · Investment · CJ · controlled entity

  • SHA LLC

    C · HMO · TX · controlled entity

  • Southwest Life & Health Insurance Company

    C · Insurance · TX · controlled entity

  • APN

    C · Inactive · TX · controlled entity

  • Spine & Joint Physician Associates

    C · Inactive · TX · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202511339349306156

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