2024-11-13T11:52:43-06:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET ST STE 700 PHILA PA 19103 990 2023-01-01 043722352 VIRTUA HEALTH FOUNDATION INC VIRT 8563550620 406 LIPPINCOTT DRIVE J MARLTON NJ 080533427 DENNIS W PULLIN PRESIDENT/CEO 8563550040 2024-11-13 0 0 RUSSLEE ARMSTRONG P00288383 2155614200 2023 2024-10-15 13:58:12Z DENNIS W PULLIN 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 18099539 0 X WWW.GIVETOVIRTUA.ORG X 2002 NJ VIRTUA FOUNDATION IS THE RESOURCE DEVELOPMENT ARM OF VIRTUA, A NON-PROFIT HEALTHCARE SYSTEM PROVIDING THE BEST CARE FOR FAMILIES ACROSS SOUTH JERSEY. 28 23 0 73 0 0 3906066 6878433 0 0 10999176 2287382 -313064 -369401 14592178 8796414 30689833 10151121 0 0 0 0 7500 185000 1167532 2299518 2665099 32996851 13001220 -18404673 -4204806 97403821 109225686 75048457 82586481 22355364 26639205 X SEE SCHEDULE O 0 0 4375000 4375000 VIRTUA FOUNDATION ENDOWMENT GIFT TO ROWAN UNIVERSITY TO ESTABLISH A NEW ACADEMIC HEALTH SYSTEM TO PROMOTE AND ENHANCE CLINICAL EDUCATION, RESEARCH, AND CLINICAL ACTIVITIES. 4246301 4246301 VIRTUA FOUNDATION SOLICITED FUNDS ON BEHALF OF VIRTUA HEALTH, INC., A RELATED ENTITY. THESE FUNDS WILL BE USED TOWARD PROGRAMS OF EXCELLENCE WITHIN VIRTUA. VIRTUA FOUNDATION AND OUR PARTNERS IN THE COMMUNITY RAISE FUNDS TO SUPPORT THE PROGRAMS AND SERVICES FAMILIES RELY ON AT VIRTUA, A NON-PROFIT HEALTHCARE SYSTEM DEDICATED TO HELPING YOU BE WELL, GET WELL AND STAY WELL. VIRTUA FOUNDATION BELIEVES THAT BY WORKING TOGETHER THROUGH ACTS OF KINDNESS AND GENEROSITY, WE CAN ENSURE THAT EVERY MEMBER OF OUR COMMUNITY HAS ACCESS TO TOP-QUALITY HEALTH CARE. 922177 922177 VIRTUA FOUNDATION SOLICITED FUNDS ON BEHALF OF VIRTUA-MEMORIAL HOSPITAL, A RELATED ENTITY. THESE FUNDS WILL BE USED FOR PATIENT CARE, NEW MEDICAL EQUIPMENT, AND RENOVATIONS TO THE HOSPITAL BUILDING. 1274732 607643 VIRTUA MEDICAL GROUP (SOLICITED FUNDS)EXPENSE OF $8,716GRANT OF $8,716VIRTUA LOURDES CAMDENEXPENSE OF $329,698GRANT OF $329,698VIRTUA WILLINGBOROEXPENSE OF $11,510GRANT OF $11,510VIRTUA WEST JERSEYEXPENSE OF $232,902GRANT OF $232,902CHERRY HILL FREE CLINICEXPENSE OF $8,000GRANT OF $8,000CONTINUING MEDICAL EDUCATIONEXPENSE OF $16,817GRANT OF $16,817HOSPITAL RELATED: VARIOUS PROGRAMSEXPENSE OF $667,089 1274732 607643 10818210 1 1 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X ROBERT M SEGIN 8563550620 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 X DENNIS W PULLIN PRESIDENT/CEO 0.20 41.50 X X 0 3429773 57766 ANTHONY G SAUERWEIN MD TRUSTEE/PHYSICIAN 0.90 40.00 X 0 880877 57766 RANDOLPH B DEGER MD TRUSTEE/PHYSICIAN 0.90 40.00 X 0 586006 30903 MARY FRANCES CAMPAGNOLO MD TRUSTEE/PHYSICIAN 0.90 40.00 X 0 295364 28609 TROY RANDLE DO FACC FACOI TRUSTEE/PHYSICIAN 1.00 40.10 X 0 535502 16536 DAMIEN GHEE MSC MFP CHAIRMAN 1.00 1.50 X X 0 0 0 JOHN GILLESPIE ESQ VICE CHAIRMAN 1.00 0.00 X X 0 0 0 RICHARD SILPE ESQ TRUSTEE 1.00 0.00 X 0 0 0 MELANIE GRANT ESQ TRUSTEE 0.90 0.00 X 0 0 0 WILLIAM HYLAND ESQ TRUSTEE 1.00 0.00 X 0 0 0 GEORGE KOZUB TRUSTEE 1.00 0.00 X 0 0 0 MARK KRAMER TRUSTEE 0.90 0.00 X 0 0 0 JOHN J PARKER SR CRPC TRUSTEE 1.00 1.40 X 0 0 0 JANICE O'NEIL RN TRUSTEE 0.90 0.00 X 0 0 0 BRENDA O'BRIEN TRUSTEE 0.90 0.00 X 0 0 0 ROBERT PLATZER TRUSTEE 0.90 0.00 X 0 0 0 CRAIG TURNER DO TRUSTEE 0.90 0.00 X 0 0 0 REGINALD F BECKETT TRUSTEE 1.00 0.00 X 0 0 0 CELESTE CANUSO TRUSTEE 1.00 0.00 X 0 0 0 THOMAS J FANELLE TRUSTEE 1.00 0.10 X 0 0 0 TIMOTHY HEALEY TRUSTEE 1.00 0.00 X 0 0 0 ALTHEA PENNOCK TRUSTEE 0.90 0.00 X 0 0 0 CHRISTOPHER POYATT TRUSTEE 1.00 0.00 X 0 0 0 MARGARET PRENDERGAST TRUSTEE 0.90 0.00 X 0 0 0 MARTINA WALKER CFP TRUSTEE 1.00 0.00 X 0 0 0 LORI LOMBARDO TRUSTEE (START 9/20/23) 0.50 0.00 X 0 0 0 BRIAN LYNN CFP TRUSTEE (START 9/20/23) 0.50 0.00 X 0 0 0 MICHAEL SACCOMANNO CPA TRUSTEE (START 9/20/23) 0.50 0.00 X 0 0 0 ROBERT M SEGIN EVP/CFO 0.20 41.60 X 0 1237401 44861 SARAH FAWCETT-LEE SVP OF FOUNDATION 0.00 40.00 X 0 492174 48236 0 7457097 284677 0 1 1 0 RUSSELL INVESTMENTS 1301 SECOND AVENUE SEATTLE WA 98101 INVESTMENT MANAGEMENT FEES 247452 1 816717 6061716 2800 6878433 123942 123942 11020264 8856824 2163440 2163440 2163440 76900 816717 446301 -369401 -369401 8796414 0 0 1917981 10134304 10134304 16817 16817 185000 185000 257310 257310 76799 825 52150 23824 64946 64946 145361 4735 43314 97312 52271 39203 13068 5495 4490 1005 18771 9809 5574 3388 4211 4211 MANAGEMENT FEE 1882077 501197 593231 787649 DUES & SUBSCRIPTIONS 101314 71307 30007 STEWARDSHIP COSTS 47220 38863 3949 4408 EDUCATION & DEVELOPMENT 5166 1150 4016 4158 4158 13001220 10818210 1015478 1167532 1168407 425161 3095387 2812167 149989 16070 225922 222976 7157 2946 6162 11968 85140035 97509795 7826353 8444418 10331 3161 97403821 109225686 219322 298516 23952690 23654110 500 500 50875945 58633355 75048457 82586481 X 12635373 15852137 9719991 10787068 22355364 26639205 97403821 109225686 X -4204806 8389507 99140 X 0 1 X 1 0 X 4784554 6799347 5199756 3906066 6878433 27568156 4784554 6799347 5199756 3906066 6878433 27568156 2036876 25531280 123942 123942 529 12 541 374703 324946 18500 87000 76900 882049 28574688 4558166 0.89350 0.89180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10854581 1418212 366045 89915 11816833 13174286 -1807645 419538 92523 10854581 12265347 1429309 419353 101016 13174286 11255876 1509141 412328 87342 12265347 9878188 1885503 422945 84870 11255876 0.28540 0.71460 0.00000 1 0 133924 133413 511 91998 89563 2435 2946 PRIVATE PLACEMENT FUND 97509795 F 97509795 BENEFICIAL INTEREST IN PERPETUAL TRUST 8444418 F 8444418 DUE TO AFFILIATES 58633355 58633355 PART V, LINE 4: ONE BOARD DESIGNATED ENDOWMENT IS FOR THE PURPOSE OF ESTABLISHING NURSING SCHOLARSHIPS. A SECOND BOARD DESIGNATED ENDOWMENT IS INTENDED TO FUND MEDICAL EDUCATION. THE PRINCIPAL IN BOTH THE ROBERTS PERMANENT ENDOWMENT AND THE COATE PERMANENT ENDOWMENT WAS SET UP SO THAT THE INCOME FROM IT WOULD BE DISTRIBUTED TO THE FORMER MEMORIAL HOSPITAL OF BURLINGTON COUNTY. THIS HOSPITAL IS NOW KNOWN AS VIRTUA-MEMORIAL HOSPITAL BURLINGTON COUNTY, INC., IT IS A PART OF THE VIRTUA HEALTH ORGANIZATION. X X X X X X 1 THORN RUN PARTNERS LLC 100 M STREET SE STE 750 WASHINGTON DC 20003 GRANT CONSULTING 0 165000 0 165000 SALTZBERG CONSULTING 8202 ARODENE ROAD BALTIMORE MD 21208 GRANT LETTER OF INTENT ASSISTANCE 0 12500 0 12500 SCHULTZ & WILLIAMS INC 1617 JFK BLVD STE 1700 PHILADELPHIA PA 19103 FUNDRAISING CONSULTING 0 7500 0 7500 185000 185000 NJ VIRTUA GALA 715510 669310 46200 45838 258660 71125 VIRTUA GOLF 178107 147407 30700 63900 6778 893617 816717 76900 109738 265438 71125 446301 -369401 SCHEDULE G PART II VIRTUA HEALTH FOUNDATION,INC. HELD TWO EVENTS DURING 2023- A GALA AND A GOLF OUTING. SCHEDULE G PART 1 LINE 1F VIRTUA HEALTH FOUNDATION, INC. SOLICITS GOVERNMENT GRANTS FOR THE BENEFIT OF MULTIPLE VIRTUA HEALTH SYSTEM ENTITIES. ANY GOVERNMENT GRANTS RECEIVED ARE REPORTED IN THE FINANCIALS OF EACH RESPECTIVE ENTITY THAT BENEFITED. 1 VIRTUA HEALTH INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 223524939 501(C)(3) 4246301 0 MEDICAL EDUCATION AND SUPPORT FOR VIRTUA HEALTH'S PROGRAMS OF EXCELLENCE. ROWAN UNIVERSITY FOUNDATION 201 MULLICA HILL ROAD GLASSBORO NJ 08028 222482802 501(C)(3) 4375000 0 PROMOTE AND ENHANCE CLINICAL EDUCATION, RESEARCH, AND CLINICAL ACTIVITIES. VIRTUA - MEMORIAL HOSPITAL OF BURLINGTON COUNTY INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 210634562 501(C)(3) 922177 0 PURCHASE UPGRADES TO MEDICAL EQUIPMENT TO ENHANCE PATIENT CARE. VIRTUA - WEST JERSEY HEALTH SYSTEM INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 210634532 501(C)(3) 232902 0 PURCHASE UPGRADES TO MEDICAL EQUIPMENT TO ENHANCE PATIENT CARE. VIRTUA WILLINGBORO HOSPITAL INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 223612265 501(C)(3) 11510 0 PURCHASE UPGRADES TO MEDICAL EQUIPMENT TO ENHANCE PATIENT CARE. VIRTUA OUR LADY OF LOURDES HOSPITAL INC 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 210635001 501(C)(3) 329698 0 PURCHASE UPGRADES TO MEDICAL EQUIPMENT TO ENHANCE PATIENT CARE. VIRTUA MEDICAL GROUP PA 303 LIPPINCOTT DR 4/FLR MARLTON NJ 08053 271348772 501(C)(3) 8716 0 PURCHASE UPGRADES TO MEDICAL EQUIPMENT TO ENHANCE PATIENT CARE. CHERRY HILL FREE CLINIC INC 5 ESTHERBROOK LANE CHERRY HILL NJ 08003 833944840 501(C)(3) 8000 0 PURCHASE UPGRADES TO MEDICAL EQUIPMENT AND FOR THE FACILITY TO ENHANCE PATIENT CARE. 8 CONTINUING MEDICAL EDUCATION- NURSE PRACTITIONER DEMONSTRATION 3 16817 PART I, LINE 2: VIRTUA HEALTH FOUNDATION, INC. SUPPORTS VIRTUA HEALTH, INC. AND ITS SUBSIDIARIES THROUGH PHILANTHROPIC MEANS BY COLLECTING GRANTS FROM DONORS. THE FOUNDATION WORKS WITH VIRTUA HEALTH, INC.'S SENIOR LEADERSHIP TO ENSURE THE FUNDS ARE USED IN ACCORDANCE WITH THE DONORS' INTENT AND IN SERVICE OF VIRTUA'S MISSION. 0 1 0 0 0 0 0 0 0 DENNIS W PULLIN PRESIDENT/CEO 0 1818689 0 1599084 0 12000 0 14850 0 42916 0 3487539 0 0 ROBERT M SEGIN EVP/CFO 0 786100 0 416801 0 34500 0 14850 0 30011 0 1282262 0 0 ANTHONY G SAUERWEIN MD TRUSTEE/PHYSICIAN 0 553311 0 305066 0 22500 0 14850 0 42916 0 938643 0 0 RANDOLPH B DEGER MD TRUSTEE/PHYSICIAN 0 563506 0 22500 0 0 0 14850 0 16053 0 616909 0 0 TROY RANDLE DO FACC FACOI TRUSTEE/PHYSICIAN 0 404308 0 131194 0 0 0 12963 0 3573 0 552038 0 0 SARAH FAWCETT-LEE SVP OF FOUNDATION 0 321325 0 139349 0 31500 0 14850 0 33386 0 540410 0 0 MARY FRANCES CAMPAGNOLO MD TRUSTEE/PHYSICIAN 0 251347 0 29311 0 14706 0 13235 0 15374 0 323973 0 0 PART I, LINE 3 THE CEO/EXECUTIVE DIRECTOR OF VIRTUA HEALTH FOUNDATION, INC. IS COMPENSATED BY THE PARENT ORGANIZATION, VIRTUA HEALTH, INC. VIRTUA HEALTH HAS AN ESTABLISHED POLICY REGARDING THE COMPENSATION. THE POLICY USES THE FOLLOWING: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE VIRTUA BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B A RELATED ORGANIZATION, VIRTUA HEALTH, INC., HAS A "COLLATERAL ASSIGNMENT SPLIT DOLLAR PLAN" (CASD), WHICH IS DESCRIBED IN SCHEDULE O. SCHEDULE J, PART I, LINE 7 PAY AT RISK AND/OR DISCRETIONARY BONUSES PAYMENT PROVIDED TO THE INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, WERE PAID BY A RELATED ORGANIZATION. THESE PAYMENTS ARE BASED ON THE ACHIEVEMENT OF SIGNIFICANT QUANTITATIVE, QUALITATIVE, AND/OR PROGRAMMATIC GOALS AND ARE APPROVED BY THE COMPENSATION COMMITTEE FOR DISQUALIFIED INDIVIDUALS AND BY THE CEO FOR ALL OTHERS. FORM 990, PART III, LINE 1 VIRTUA FOUNDATION IS THE RESOURCE DEVELOPMENT ARM OF VIRTUA, A NON-PROFIT HEALTHCARE SYSTEM PROVIDING THE BEST CARE FOR FAMILIES ACROSS SOUTH JERSEY. THE FOUNDATION SERVES TO ENHANCE VIRTUA'S MISSION THROUGH THE DEVELOPMENT OF PHILANTHROPIC RESOURCES AND THE SUPPORT OF COMMUNITY HEALTH EDUCATION AND OUTREACH. FORM 990, PART IV, LINE 10 THE FINANCIAL STATEMENTS OF VIRTUA HEALTH FOUNDATION, INC. INCLUDE PERMANENT ENDOWMENT FUNDS THAT ARE HELD BY THE RELATED ORGANZIATION VIRTUA-MEMORIAL HOSPITAL BURLINGTON COUNTY, INC. (21-0634562). SEE ALSO SCHEDULE D, PART XIII FOR DETAILS. FORM 990, PART V, LINE 1A AND PART VII, SECTION B IN CONNECTION WITH THE COORDINATED APPROACH OF THE ENTITIES AS A HEALTH CARE SYSTEM ALL ACCOUNT PAYABLE TRANSACTIONS ARE CONDUCTED BY VIRTUA-WEST JERSEY HEALTH SYSTEM, INC. (21-0634532). FORM 990, PART VI, SECTION A, LINE 6 VIRTUA HEALTH, INC. IS THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES MAKES RECOMMENDATIONS FOR NEW MEMBERSHIP AND THE VIRTUA HEALTH, INC. BOARD OF TRUSTEES GIVES THE FINAL APPROVAL. FORM 990, PART VI, SECTION A, LINE 7B THE CHAIRS OF THE VARIOUS COMMITTEES OF VIRTUA HEALTH FOUNDATION, INC. PRESENT THEIR RECOMMENDATIONS ON SIGNIFICANT MATTERS TO THE FULL VIRTUA HEALTH, INC. BOARD OF TRUSTEES FOR THEIR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY IN-HOUSE COUNSEL, EXTERNAL TAX CONSULTANTS, AND THE BOARD OF TRUSTEES. A FINAL COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C VIRTUA HEALTH FOUNDATION INC, ADOPTS THE POLICIES OF VIRTUA HEALTH INC. REGARDING MONITORING AND ENFORCING A CONFLICT-OF-INTEREST POLICY. VIRTUA HEALTH FOUNDATION REQUIRES EACH TRUSTEE, OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT IN WHICH THEY AGREE TO COMPLY WITH THE CONFLICT-OF-INTEREST POLICY. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ENSURING THAT PERIODIC REVIEWS OF OPERATIONS ARE CONDUCTED SO THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF IT IS DETERMINED THAT ONE DOES EXIST, THE CONFLICT IS EITHER MITIGATED, IF POSSIBLE, OR THE PERSON IS REMOVED FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 VIRTUA HEALTH FOUNDATION INC, ENGAGES VIRTUA HEALTH, INC. FOR MANAGEMENT SERVICES AND DOES NOT HAVE EMPLOYEES. THE EXECUTIVES RECEIVE COMPENSATION FROM VIRTUA HEALTH, INC. (EIN 22-3524939), A RELATED ENTITY. SEE SCHEDULE J, PART III (REFERENCE TO SCHEDULE J, PART I, LINE 3) FOR A DESCRIPTION OF THE MANNER IN WHICH VIRTUA HEALTH, INC. UTILIZES TO DETERMINE THE COMPENSATION PAID TO THE EXECUTIVES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ORDINARILY NOT MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE POSTED ON THE VIRTUA HEALTH WEBSITE AT HTTPS://WWW.VIRTUA.ORG/ABOUT/FINANCIAL-INFORMATION AND ALSO ARE AVAILABLE THROUGH THE REPOSITORY WEBSITES EMMA (ELECTRONIC MUNICIPAL MARKET ACCESS SYSTEM) AND DAC (DIGITAL ASSURANCE CERTIFICATION), OR UPON REQUEST. FORM 990, PART VII, SECTION A ONE OR MORE OF THE OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES IN THE FILING ORGANIZATION'S PART VII HAD TRANSACTIONS RELATED TO THE "COLLATERAL ASSIGNMENT SPLIT DOLLAR" (CASD) PROGRAM OFFERED BY VIRTUA HEALTH. ALL TRANSACTIONS RELATED TO THIS PROGRAM WERE BETWEEN THE INDIVIDUAL AND VIRTUA HEALTH, INC. EIN 22-3524939, THEREFORE, ALL PART X AND SCHEDULE L REPORTING RELATED TO THESE TRANSACTIONS ARE REPORTED ON VIRTUA HEALTH'S RETURN. FORM 990, PART VII, SECTION A NO BOARD MEMBER IS PAID FOR BEING A TRUSTEE, RATHER THE COMPENSATION DISCLOSED IS RELATED TO THE INDIVIDUALS' PROVISION OF SERVICES TO A RELATED ORGANIZATION. FORM 990, PART VII, SECTION A, COLUMN B EACH OFFICER IS COMPENSATED BY VIRTUA HEALTH, INC. (EIN 22-3524939) OR VIRTUA MEDICAL GROUP, P.A. (EIN 27-1348772), WHICH ARE RELATED ORGANIZATIONS. SOME OFFICERS DEVOTE 40 HOURS A WEEK TO RELATED ORGANIZATIONS. THE AMOUNT OF TIME DEVOTED TO RELATED ORGANIZATIONS IS DEPENDENT UPON THEIR INVOLVEMENT IN THOSE ORGANIZATIONS. AS A RESULT, THE TOTAL AVERAGE HOURS PER WEEK FOR EACH OFFICER MAY VARY. FORM 990, PART VII, SECTION A KEY EMPLOYEE DESIGNATION IN PRIOR YEARS, VIRTUA HEALTH FOUNDATION, INC. DETERMINED THE INDIVIDUALS THAT THE FORM 990 WOULD LIST AS KEY EMPLOYEES FROM A GLOBAL HEALTH SYSTEM PERSPECTIVE, NOT ON AN ENTITY-BY-ENTITY BASIS. VIRTUA HEALTH FOUNDATION, INC. THEN PROCEEDED TO PRESENT SOME OF THOSE INDIVIDUALS AS KEY EMPLOYEES ON NUMEROUS FORMS 990. IN THE CURRENT YEAR, MORE IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, VIRTUA HEALTH FOUNDATION, INC. DETERMINED WHICH INDIVIDUALS MET THE DEFINITION OF KEY EMPLOYEE ON AN ENTITY-BY-ENTITY BASIS FOR THE ENTITY THEY ARE EMPLOYED BY AND ONLY THOSE INDIVIDUALS ARE PRESENTED IN PART VII AS KEY EMPLOYEE. VIRTUA HEALTH FOUNDATION, INC. WILL PRESENT THE "FORMER KEY EMPLOYEES" ON THE VARIOUS FORMS 990 FOR THE REQUIRED FIVE YEARS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE MCDONNELL UNITRUST 15,096. MAJOR GIFT WRITE- OFFS 84,044. 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