2026-02-16T10:30:46-06:00 2025-09-30 844049075 HALEY & WOODS LLP 4220 CAHABA HEIGHTS COURT SUITE 201 BIRMINGHAM AL 35243 990 2025-01-01 636062097 BAPTIST HEALTH FOUNDATION INC BAPT 2057154631 1130 22ND ST S STE 3200 BIRMINGHAM AL 352052870 ALISON SCOTT EXECUTIVE DIRECTOR 2057154631 2026-02-16 1 1 JESSICA WOODS P02351080 2052771529 2026-02-04 2024 2025-03-06 01:10:19Z ALISON SCOTT 1130 22ND ST S STE 3200 BIRMINGHAM AL 352052870 8119179 0 X WWW.BAPTISTHEALTHFOUNDATION.COM X 1967 AL TO ASSIST, ADVANCE AND STRENGTHEN BAPTIST HEALTH'S CHARITABLE ENDEAVORS BY SUPPORTING ITS HEALTHCARE MINISTRY AND MEDICAL EDUCATION PROGRAM. 15 15 0 125 0 0 4779399 2742876 0 0 704904 589808 -205497 -147754 5278806 3184930 2650921 1376639 0 0 0 0 0 0 0 555461 536212 3206382 1912851 2072424 1272079 41743943 45988147 713536 907622 41030407 45080525 X TO PROVIDE CHARITABLE RESOURCES TO SUPPORT THE CONTINUED IMPROVEMENT OF HEALTH, PROVIDE SOCIAL ASSISTANCE AND PROMOTE EDUCATION FOR COMMUNITIES SERVED BY THE BAPTIST HEALTH SYSTEM'S JOINT VENTURED HOSPITALS IN A WAY THAT FURTHERS THE HEALING MINISTRY OF JESUS CHRIST. 0 0 617404 617404 PROVIDE FOR CHARITY CARE AND BENEVOLENCE TO THE PATIENTS AND EMPLOYEES OF BAPTIST HEALTH WHO HAVE DEMONSTRATED NEED FOR FINANCIAL ASSISTANCE. THE BAPTIST HEALTH FOUNDATION WAS ABLE TO PROVIDE ASSISTANCE TO OVER 500 PATIENTS AND 21 EMPLOYEES DURING THE YEAR.$ 497,257 INDIGENT PATIENT CARE $ 74,912 PATIENT ASSISTANCE$ 45,235 EMPLOYEE ASSISTANCE$ 617,404 TOTAL 594937 594937 PROVIDE ASSISTANCE FOR CHARITABLE PROGRAMS OF BAPTIST HEALTH TO IMPROVE PATIENT CARE AND EDUCATION OF RESIDENTS IN CENTRAL ALABAMA. DURING THE YEAR THE FOLLOWING FUNDS WERE USED TO SUPPORT PROGRAMS AT BAPTIST HEALTH.$447,371 SPIRITUAL CARE - CHAPLAIN SUPPORT, EDUCATION AND OTHER DEPARTMENT NEEDS $126,232 HOSPITAL SUPPORT- HEALING GARDENS AND AUDITORIUM RENOVATIONS$ 15,166 SUPPORT OF MEDICAL EDUCATION - 2 LAPAROSCOPIC TRAINERS$ 6,168 PATIENT AND EMPLOYEE SUPPORT PROGRAMS - HEALTH FAIRS, ETC.$594,937 TOTAL 3798 3798 THE BAPTIST HEALTH FOUNDATION PROVIDES GRANTS TO NONPROFIT ENTITIES WITH SIMILAR MISSIONS AND VALUES FOR VARIOUS HEALTHCARE NEEDS THROUGH ITS COMMUNITY GRANT PROGRAM. GRANTS ARE AWARDED EVERY FALL. DUE TO THE SHORT NINE-MONTH TAX YEAR ENDING IN SEPTEMBER, ONLY THREE GRANTS TOTALING $3,798 WERE AWARDED DRUING THIS FISCAL YEAR. THE PROGRAM NORMALLY GIVES AWAY AROUND $500,000 ANNUALLY AND WILL BE REFLECTED ON NEXT YEAR'S FORM 990. 160500 160500 THE BAPTIST HEALTH FOUNDATION PROVIDES SCHOLARSHIPS AND PROGRAMS FOR STUDENTS WHO HAVE EITHER SHOWN AN INTEREST IN HEALTHCARE OR ARE CURRENTLY PURSUING A DEGREE IN HEALTHCARE AS WELL AS PROVIDES FUNDING FOR EMPLOYEES AND COMMUNITY MEMBERS TO PARTICIPATE IN MISSION TRIPS WITH LOCAL CHURCHES OR AS PART OF MEDICAL MISSIONS WITH LOCAL PHYSICIANS.$ 152,500 SCHOLARSHIPS AND WRAPAROUND SERVICES TO 7 COLLEGES AND UNIVERSITIES$ 500 BAPTIST HEALTH EMPLOYEE MISSION TRIPS (1 AWARD)$ 7,500 MEDICAL MISSION TRIPS (5 RESIDENTS)$ 160,500 TOTAL 160500 160500 1376639 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 28 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL X ERIC JEFFRIES 2057154631 1130 22ND ST S STE 3200 BIRMINGHAM AL 352052870 X X RAGAN CAIN DIRECTOR 1.00 X 0 0 0 BOB GREENE CHAIR, FINANCE COMMITTEE 1.00 X X 0 0 0 BRENDA HACKNEY DIRECTOR 1.00 X 0 0 0 JOHN SCOTT JR CHAIRMAN 1.00 X X 0 0 0 BAKER CROW DIRECTOR 1.00 X 0 0 0 CHRIS MITCHELL SECRETARY 1.00 X X 0 0 0 MALCOLM MORROW DIRECTOR 1.00 X 0 0 0 JENNY SNEED VICE CHAIRMAN 1.00 X X 0 0 0 AMY ALLEN EX-OFFICIO MEMBER 1.00 X 0 0 0 LINDSEY PUCKETT DIRECTOR 1.00 X 0 0 0 JENNIFER SANDERS DIRECTOR 1.00 X 0 0 0 MELONDIE CARTER DIRECTOR 1.00 X 0 0 0 CLEO KATHRYN GORMAN DIRECTOR 1.00 X 0 0 0 RICKY THOMAS DIRECTOR 1.00 X 0 0 0 BRIAN HAMILTON DIRECTOR 1.00 X 0 0 0 ALISON SCOTT EXECUTIVE DIRECTOR 40.00 X 0 0 0 ERIC JEFFRIES CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 0 0 0 0 0 0 0 0 345791 2397085 28744 2742876 244881 244881 5108872 4763945 344927 344927 344927 22550 345791 170304 -147754 -147754 3184930 0 0 442054 1248492 1248492 128147 128147 450000 450000 66704 66704 ANNUITY RELATED EXPENSE 19508 19508 1912851 1376639 536212 0 944128 1344515 26590 13816837 15734195 26982978 28882847 41743943 45988147 14678 252118 713536 640826 713536 907622 X 4549572 4971344 36480835 40109181 41030407 45080525 41743943 45988147 1272079 2778039 0 X X 0 1 X 1 0 X 1022846 1093403 1539715 1835710 5774558 11266232 1022846 1093403 1539715 1835710 5774558 11266232 1797055 9469177 229904 246810 263982 314600 495742 1551038 12817270 0.73880 0.37970 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 06/30/18 AMOUNT: 1049648. DESCRIPTION: CASH DATE: 06/30/18 AMOUNT: 125357. DESCRIPTION: CASH DATE: 06/30/19 AMOUNT: 1053398. DESCRIPTION: CASH DATE: 06/30/19 AMOUNT: 123433. DESCRIPTION: CASH DATE: 05/19/20 AMOUNT: 640000. DESCRIPTION: CASH DATE: 06/30/20 AMOUNT: 125818. DESCRIPTION: CASH DATE: 06/30/20 AMOUNT: 1059705. DESCRIPTION: CASH DATE: 06/30/21 AMOUNT: 141898. DESCRIPTION: CASH DATE: 06/30/21 AMOUNT: 1229410. DESCRIPTION: CASH DATE: 06/30/22 AMOUNT: 1113525. DESCRIPTION: CASH DATE: 06/30/22 AMOUNT: 126433. DESCRIPTION: CASH DATE: 06/30/23 AMOUNT: 1097762. DESCRIPTION: CASH DATE: 06/30/23 AMOUNT: 122942. DESCRIPTION: CASH DATE: 06/30/24 AMOUNT: 1160572. DESCRIPTION: CASH DATE: 06/30/24 AMOUNT: 132730. DESCRIPTION: CASH DATE: 06/30/25 AMOUNT: 454415. PART II, SHORT YEAR EXPLANATION: BAPTIST HEALTH FOUNDATION HAS MADE A CHANGE IN ACCOUNTING PERIOD. THIS RETURN IS FOR THE SHORT YEAR 1/1/2025-09/30/2025. AN ENTITY WAS PREVIOUSLY ADDED AS AN EXCESS CONTRIBUTOR THAT WAS ACTUALLY A 501(C)(3). THIS ADJUSTMENT HAS BEEN MADE IN THE CURRENT YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32688483 947480 1902330 35538293 29390962 2338720 958801 32688483 27728401 1662561 29390962 32529939 -4801538 27728401 31156974 1372965 32529939 1 0 0 BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 38628 BENEFICIAL INTEREST IN PERPETUAL TRUST 28844219 28882847 PRESENT VALUE OF SPLIT-INTEREST AGREEMENTS 640826 640826 X 6066569 2778039 170304 2948343 3118226 66704 66704 3184930 2016451 170304 170304 1846147 66704 66704 1912851 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR RESTRICTED FUNDS THAT THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S). UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO SATISFY THE FOUNDATION'S LONG-TERM INVESTMENT OBJECTIVES. TO SATISFY ITS LONG-TERM INVESTMENT OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE FOUNDATION TARGETS A DIVERSIFICATION OF INVESTMENTS WITH ESTABLISHED PARAMETERS FOR MANAGED FUNDS WITHIN PRUDENT RISK CONSTRAINTS. THE EQUITY, FIXED, AND CASH INVESTMENTS ARE DIVERSIFIED WITH RESPECT TO INDUSTRY, GEOGRAPHY, AND OTHER PORTFOLIO STATISTICAL CHARACTERISTICS. AT NO TIME MAY THE ORIGINAL PRINCIPAL CONTRIBUTION BY THE DONOR BE INVADED FOR THE PURPOSE OF MAKING A DISTRIBUTION UNLESS SUCH ACTION IS PROVIDED FOR IN THE DONOR'S AGREEMENT AND RECOMMENDED BY A VOTE OF THE BOARD OF DIRECTORS. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS AN ALABAMA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, IT IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE FOUNDATION'S EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUE 170,304. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUE 170,304. WINE WOMEN & SHOES 368341 345791 22550 9116 25114 34751 15039 86285 368341 345791 22550 9116 25114 34751 15039 86285 170305 -147755 1 BAPTIST HEALTH 500 CHASE PARK SOUTH SUITE 200 HOOVER AL 35244 474384965 1092194 0 SUPPORT FOR BBH CHARITABLE PURPOSES AS PART OF ITS HEALTHCARE MINISTRY UNIVERSITY OF ALABAMA PO BOX 870358 TUSCALOOSA AL 35487 636001138 501(C)(3) 21250 0 NURSING SCHOLARSHIPS AUBURN UNIVERSITY 710 S DONAHUE DRIVE AUBURN AL 36849 636022422 501(C)(3) 20750 0 NURSING SCHOLARSHIPS SAMFORD UNIVERSITY 800 LAKESHORE DRIVE BIRMINGHAM AL 35229 630312914 501(C)(3) 54500 0 NURSING SCHOLARSHIPS UNIVERSITY OF ALABAMA AT BIRMINGHAM 1720 2ND AVENUE SOUTH BIRMINGHAM AL 35294 636005396 501(C)(3) 8750 0 NURSING SCHOLARSHIPS JEFFERSON STATE COMMUNITY COLLEGE 2601 CARSON ROAD BIRMINGHAM AL 35215 636005396 501(C)(3) 18000 0 NURSING SCHOLARSHIPS UNIVERSITY OF MONTEVALLO 75 COLLEGE DRIVE STATION 6215 MONTEVALLO AL 35115 237349527 501(C)(3) 18250 0 NURSING SCHOLARSHIPS WALKER COLLEGE FOUNDATION PO BOX 2228 JASPER AL 35502 630369216 501(C)(3) 11000 0 NURSING SCHOLARSHIPS 7 1 EMPLOYEE AND PATIENT ASSISTANCE 324 120147 OUTREACH MISSION TRIPS 6 8000 PART I, LINE 2: GRANTS ARE REQUESTED IN WRITING FROM ORGANIZATIONS. THEY RECEIVE APPROVAL FROM EITHER THE EXECUTIVE DIRECTOR AND IN MOST CASES AN ADDITIONAL OVERSIGHT COMMITTEE. ANY GRANTS LARGER THAN $5,000 MUST ALSO BE APPROVED BY THE CEO/PRESIDENT OF BAPTIST HEALTH SYSTEM, INC. THE EXECUTIVE DIRECTOR DISCLOSES ALL OUTSIDE ORGANIZATIONS SHE PARTICIPATES IN THAT COULD BE POTENTIAL CONFLICTS OF INTEREST ANNUALLY WITH BAPTIST HEALTH SYSTEM, INC. AS PART OF THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. X 3 1500 SELLING PRICE X 750 FMV X 34 22437 FMV X ENTERTAINMENT 9 2128 FMV X MISCELLANEOUS 5 975 FMV X JEWELRY 4 954 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 BAPTIST HEALTH SYSTEM, INC. PROVIDED MANAGEMENT SERVICES TO BAPTIST HEALTH FOUNDATION. THESE SERVICES WERE PROVIDED TO BAPTIST HEALTH FOUNDATION DURING 2024 FOR A QUARTERLY FEE OF $150,000. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES) AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE ORGANIZATION, PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OF THE MEMBERS OF THE BOARD AND THE MANAGERS OF THE BAPTIST HEALTH FOUNDATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). FORM 990, PART VI, SECTION B POLICIES, LINE 15A: AND PART VII, SECTION A, LINE 1A, COLUMN(E): OFFICER COMPENSATION IS PAID BY BAPTIST HEALTH SYSTEM, INC., WHICH IS NOT CONSIDERED A RELATED PARTY. COMPENSATION IS REPORTED ON THE UNRELATED ORGANIZATION'S FORM 990. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.