Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
Roper St Francis Foundation
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
100 CALHOUN STREET 210
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLESTON, SC29401
D Employer identification number

57-1068509
E Telephone number

G Gross receipts $ 17,094,351
F Name and address of principal officer:
Megan Baker
100 CALHOUN STREET 210
CHARLESTON,SC29401
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.rsfhfoundation.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1998
M State of legal domicile: SC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: The Roper St. Francis Foundation's mission is to advance the Roper St. Francis Healthcare mission of healing all people with compassion, faith, and excellence through philanthropy.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 34
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 29
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 29
6 Total number of volunteers (estimate if necessary) ............. 6 29
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 11,753,823 11,518,047
9 Program service revenue (Part VIII, line 2g) .........   0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,792,489 5,458,804
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -390,912 -497,010
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 13,155,400 16,479,841
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,875,969 4,444,995
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,020,269 3,530,145
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) 2,304,507    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,075,362 1,524,585
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,971,600 9,499,725
19 Revenue less expenses. Subtract line 18 from line 12....... 3,183,800 6,980,116
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 44,523,003 48,380,643
21 Total liabilities (Part X, line 26)............. 1,694,896 1,697,837
22 Net assets or fund balances. Subtract line 21 from line 20..... 42,828,107 46,682,806
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: The Roper St. Francis Foundation's mission is to advance the Roper St. Francis Healthcare mission of healing all people with compassion, faith and excellence through philanthropy.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 4,444,995 including grants of $ 4,444,995 ) (Revenue $ 0 )
The Roper St. Francis Foundation supports the health and well-being of the coastal South Carolina counties served by Roper St. Francis Healthcare by securing philanthropic support for the System's priority capital and programmatic initiatives. The foundation is charged with identifying, securing, and managing financial resources to support facility projects and healthcare services for the system's four hospitals as well as additional facilities located across Lowcountry. In 2024, the Foundation raised $11.5 million to advance the non-profit System's mission.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses4,444,995
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
29
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
34
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
29
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
No
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
SC
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
The Finance Department4600 McAuley Place   Blue Ash,OH45242 (513) 952-5000
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Cladius Bud E Watts IV......................................................................
Vice Chairperson & Treasurer
 0.5
.................
0 		X   X       0 0 0
(2) David Ellison MD......................................................................
Chairperson
 0.5
.................
0 		X   X       0 0 0
(3) Megan Baker MD......................................................................
Board Member (End 08/24), Interim President RSF Foundation (Beg 10/24)
 5.0
.................
45.0 		X   X       0 901,811 78,516
(4) Amy S McMarlin......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(5) Carole W King......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(6) Charles Cole......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(7) Charles Ford Rivers III......................................................................
Board Member
 0.5
.................
3.5 		X           0 0 0
(8) David Kimm......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(9) David Verbance......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(10) Elizabeth Saal......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(11) Eric Laster......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(12) Eugene J Zurlo......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(13) G Frederick Worsham MD......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(14) Gregory M Parker......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(15) Henry Greer......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(16) Hope Gazes Grayson......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
(17) Jack Hibbits......................................................................
Board Member
 0.5
.................
0 		X           0 0 0
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Jeremy Willits........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(19) Joseph DeLeon........................................................................
Board Member, RSFH President/CEO (Beg 08/24)
 0.5
.......................49.5 		X           0 532,392 70,055
(20) Karl Green........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(21) Len Howell........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(22) Marissa Blair Jamarik PhD........................................................................
Board Member, RSFH SVP & Chief Nursing Officer
 0.5
.......................49.5 		X           0 621,894 145,815
(23) Matthew Desmond........................................................................
Board Member, RSFH Chief Transformation Officer & President - BSSF/MPH
 0.5
.......................49.5 		X           0 552,522 90,242
(24) Matthew O'Steen MD........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(25) Page Bullington........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(26) Richard Clapp........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(27) Robert D Fairey........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(28) Robert Mason........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(29) Sandy Klein........................................................................
Board Member (End 02/24)
 0.5
.......................0 		X           0 0 0
(30) Stanley Wilson MD........................................................................
Board Member, RSFH AVP CMO - Quality & Cont Care
 0.5
.......................49.5 		X           0 616,237 43,401
(31) Steve Mungo........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(32) Steven P Bottcher........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(33) Tommy Hall........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(34) Troy Powell........................................................................
Board Member, Regional President - RH/BH & VP Continuing Care
 0.5
.......................49.5 		X           0 518,180 91,057
(35) Trudy H Robertson........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(36) Wendy Wellin........................................................................
Board Member
 0.5
.......................0 		X           0 0 0
(37) Stacy Waters........................................................................
Secretary, VP & President RSF Foundation (End 10/24)
 50.0
.......................0 		    X       531,622 0 16,130
(38) Anne Sass........................................................................
Senior Director Grant Services
 50.0
.......................0 		        X   168,196 0 20,749
(39) Brian Pecor........................................................................
Senior Director of Development
 50.0
.......................0 		        X   253,615 0 27,025
(40) Margaret Slaughter........................................................................
Strategic Research & Analytics Director
 50.0
.......................0 		        X   101,732 0 41,668
(41) Maureen Tokarczyk........................................................................
Senior Director Donor Engagement & Annual Giving
 50.0
.......................0 		        X   127,689 0 22,105
(42) Suzie Smith........................................................................
Major Gifts Director
 50.0
.......................0 		        X   130,820 0 20,103
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 1,313,674 3,743,036 666,866
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 6
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 277,525
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 11,240,522
g Noncash contributions included in lines 1a - 1f:$ 1g 217,522
h Total. Add lines 1a-1f....... 11,518,047
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 0
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 1,675,635     1,675,635
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 3,783,169  
b Less: cost or other basis and sales expenses 7b    
c Gain or (loss) 7c 3,783,169 0
d Net gain or (loss)......... 3,783,169     3,783,169
8a Gross income from fundraising events (not including $ 277,525of contributions reported on line 1c). See Part IV, line 18 ....
8a 117,500
b Less: direct expenses ... 8b 614,510
c Net income or (loss) from fundraising events.. -497,010   -497,010
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... 0
12 Total revenue. See instructions..... 16,479,841 0 0 4,961,794
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 4,444,995 4,444,995
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 547,752   312,219 235,533
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 2,350,702   1,339,900 1,010,802
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 78,773   44,901 33,872
9 Other employee benefits ....... 354,422   202,021 152,401
10 Payroll taxes ........... 198,496   113,143 85,353
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 64,646     64,646
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 390,063 0 222,336 167,727
12 Advertising and promotion .... 115,053   65,580 49,473
13 Office expenses ....... 102,574   58,467 44,107
14 Information technology ...... 909   518 391
15 Royalties ..        
16 Occupancy ........... 358,907   204,577 154,330
17 Travel ............ 19,554   11,146 8,408
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 6,840   3,899 2,941
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Donor Appreciation 124,258     124,258
b Pledge Write-Offs 40,876     40,876
c Supplies 40,233   22,933 17,300
d Sales and Use Taxes 36,442   20,772 15,670
e All other expenses 224,230 0 127,811 96,419
25 Total functional expenses. Add lines 1 through 24e 9,499,725 4,444,995 2,750,223 2,304,507
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 5,020,901 3 9,656,498
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 640,376 9 299,343
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 76,024
b Less: accumulated depreciation 10b 34,239 48,625 10c 41,785
11 Investments—publicly traded securities . 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 38,770,200 12 37,672,349
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 42,901 15 710,668
16 Total assets. Add lines 1 through 15 (must equal line 33)... 44,523,003 16 48,380,643
Liabilities 17 Accounts payable and accrued expenses ..... 1,479,775 17 1,236,672
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 215,121 25 461,165
26 Total liabilities. Add lines 17 through 25.. 1,694,896 26 1,697,837
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 13,706,474 27 13,665,362
28 Net assets with donor restrictions ........... 29,121,633 28 33,017,444
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 42,828,107 32 46,682,806
33 Total liabilities and net assets/fund balances ........ 44,523,003 33 48,380,643
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
16,479,841
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
9,499,725
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
6,980,116
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
42,828,107
5
Net unrealized gains (losses) on investments ...............
5
-2,296,072
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-829,345
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
46,682,806
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
Roper St Francis Foundation
 
Employer identification number

57-1068509
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 4,278,426 7,975,823 4,864,282 11,753,823 11,518,047 40,390,401
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 4,278,426 7,975,823 4,864,282 11,753,823 11,518,047 40,390,401
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. 5,852,869
6 Public support. Subtract line 5 from line 4. 34,537,532
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4.. 4,278,426 7,975,823 4,864,282 11,753,823 11,518,047 40,390,401
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 806,791 540,254 855,702 1,334,060 1,675,635 5,212,442
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 0 0 0 349,340 117,500 466,840
11 Total support. Add lines 7 through 10 46,069,683
12
12
0
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
74.968 %
15
15
75.143 %
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part II, Line 10 Other Income DESCRIPTION - SPECIAL EVENT REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 349340.0, COLUMN E - 117500.0, COLUMN F - 466840.0;
Schedule A (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Roper St Francis Foundation
 
Employer identification number

57-1068509
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Roper St Francis Foundation
  		Employer identification number
57-1068509
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Roper St Francis Foundation
  		Employer identification number

57-1068509
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Roper St Francis Foundation
  		Employer identification number

57-1068509
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Roper St Francis Foundation
 
Employer identification number

57-1068509
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 16,145,581 15,459,199 18,971,751 17,765,201 15,263,792
b Contributions ... 114,310 759,069 152,101 96,024 432,644
c Net investment earnings, gains, and losses 1,626,186 1,709,580 -1,750,814 1,488,740 2,467,142
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		1,205,852 1,782,267 1,913,839 378,214 398,377
f Administrative expenses ....          
g End of year balance ...... 16,680,225 16,145,581 15,459,199 18,971,751 17,765,201
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow0 %
b
Permanent endowment right arrow77.65 %
c
Term endowment right arrow22.35 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   26,287 14,996 11,291
d Equipment ....   49,737 19,243 30,494
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 41,785
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) Closely-held equity interests		    

(B) Financial derivatives		    

(C) BSMH Investment Management Program		 37,672,349 F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 37,672,349
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Federal Income Taxes  
Annuities Payable 202,847
Right of Use 258,318






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 461,165
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d 0
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1.................. 3 0
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 0
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 0
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 0
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b..................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 0
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4 Intended uses of endowment funds On an annual basis, Roper St. Francis Healthcare, a related exempt organization, requests funds from the Roper St. Francis Foundation for reimbursement of expenditures incurred specifically related to unrestricted or temporarily restricted purposes. The Organization's endowment funds are used for education, building and equipment purchases, hospital service lines, indigent care, and community health improvement.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 requires that the organization provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under ASC 740. ASC 740 addresses the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribes a threshold of more-likely-than-not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The adoption of ASC 740 by Bon Secours Mercy Health, Inc. on September 1, 2007 did not have a material impact on BSMH's consolidated financial statements. As the organization does not conduct a separate audit of its financial statements, below is the related statement from the Bon Secours Mercy Health, Inc. consolidated audited financial statements: The Company and most of its subsidiaries (including certain joint venture entities) are exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. Their related income is exempt from federal income tax under Section 501(A). Some of the subsidiaries are taxable entities, and some of the income of the tax-exempt entities is subject to taxation as unrelated business taxable income. The Company and its subsidiaries file U.S. federal income tax returns, and they also file in various state and foreign jurisdictions. The Company accounts for uncertain tax positions in accordance with ASC Topic 740, Income Taxes. The Company accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The Company has determined that no significant unrecognized tax benefits or liabilities exist for the years ended December 31, 2024 and 2023.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE G (Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Roper St Francis Foundation
 
Employer identification number

57-1068509
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

Annual Gala
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
395,025
 
 
395,025

2
Less: Contributions . . . .
277,525
 
 
277,525
3 Gross income (line 1 minus
line 2) . . . . . .
117,500
0
0
117,500



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 138,037     138,037
7 Food and beverages . . . 135,000     135,000
8 Entertainment . . . . 201,014     201,014
9 Other direct expenses . . . 140,459     140,459
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 614,510
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -497,010
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
YesNo
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Roper St Francis Foundation
 
Employer identification number
57-1068509
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Roper St Francis Healthcare
8536 PALMETTO PKWY
STE 301
LADSON,SC29456 		57-0831165 501(c)(3) 1,796,622 91,950 Cost Van MISSION SUPPORT
(2) Roper Hospital Inc
316 Calhoun St
Charleston,SC29401 		57-0828733 501(c)(3) 1,045,376 121,722 Cost Wheelchairs and Lifts MISSION SUPPORT
(3) Bon Secours St Francis Xavier Hospital
2095 Henry Tecklenburg Drive
Charleston,SC29414 		57-1067254 501(c)(3) 642,465 3,850 Cost Wigs MISSION SUPPORT
(4) Roper St Francis Mt Pleasant Hospital
3500 N Highway 17
Mount Pleasant,SC29466 		57-0360499 501(c)(3) 8,041       MISSION SUPPORT
(5) Roper St Francis Hospital-Berkeley inc
100 Callen Blvd
Summerville,SC29486 		26-3710229 501(c)(3) 15,660       MISSION SUPPORT
(6) Roper St Francis Physicians Network
8536 PALMETTO COMMERCE PKWY
STE 301
CHARLESTON,SC29456 		26-2946628 501(c)(3) 719,309       MISSION SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
6
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Roper St. Francis Foundation was formed exclusively for benevolent, educational, scientific, and charitable purposes. The Foundation is organized and operated for the benefit of, to perform the functions of, and to carry out the purposes of Roper St. Francis Healthcare (RSFH), Roper Hospital, Inc., Bon Secours St. Francis Xavier Hospital, Inc., Roper St. Francis Mt. Pleasant Hospital, Roper St. Francis Hospital - Berkeley, Inc., Roper St. Francis Physicians Network, and Clinical Biotechnology Research Institute at RSFH.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Roper St Francis Foundation
 
Employer identification number

57-1068509
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Megan Baker MD
Board Member (End 08/24), Interim President RSF Foundation (Beg 10/24) 		(i)

(ii)		 0
-------------
495,103 		0
-------------
372,272 		0
-------------
34,436 		0
-------------
39,181 		0
-------------
39,335 		0
-------------
980,327 		0
-------------
0
2Joseph DeLeon
Board Member, RSFH President/CEO (Beg 08/24) 		(i)

(ii)		 0
-------------
271,831 		0
-------------
200,000 		0
-------------
60,561 		0
-------------
58,129 		0
-------------
11,926 		0
-------------
602,447 		0
-------------
0
3Matthew Desmond
Board Member, RSFH Chief Transformation Officer & President - BSSF/MPH 		(i)

(ii)		 0
-------------
367,299 		0
-------------
146,415 		0
-------------
38,808 		0
-------------
51,815 		0
-------------
38,427 		0
-------------
642,764 		0
-------------
0
4Troy Powell
Board Member, Regional President - RH/BH & VP Continuing Care 		(i)

(ii)		 0
-------------
345,833 		0
-------------
138,150 		0
-------------
34,197 		0
-------------
49,099 		0
-------------
41,958 		0
-------------
609,237 		0
-------------
0
5Marissa Blair Jamarik PhD
Board Member, RSFH SVP & Chief Nursing Officer 		(i)

(ii)		 0
-------------
366,490 		0
-------------
179,389 		0
-------------
76,015 		0
-------------
120,081 		0
-------------
25,734 		0
-------------
767,709 		0
-------------
0
6Stanley Wilson MD
Board Member, RSFH AVP CMO - Quality & Cont Care 		(i)

(ii)		 0
-------------
372,492 		0
-------------
133,674 		0
-------------
110,071 		0
-------------
16,461 		0
-------------
26,940 		0
-------------
659,638 		0
-------------
0
7Stacy Waters
Secretary, VP & President RSF Foundation (End 10/24) 		(i)

(ii)		 347,965
-------------
0 		166,932
-------------
0 		16,725
-------------
0 		5,816
-------------
0 		10,314
-------------
0 		547,752
-------------
0 		0
-------------
0
8Brian Pecor
Senior Director of Development 		(i)

(ii)		 151,964
-------------
0 		32,693
-------------
0 		68,958
-------------
0 		11,863
-------------
0 		15,162
-------------
0 		280,640
-------------
0 		0
-------------
0
9Suzie Smith
Major Gifts Director 		(i)

(ii)		 103,545
-------------
0 		17,161
-------------
0 		10,114
-------------
0 		6,018
-------------
0 		14,085
-------------
0 		150,923
-------------
0 		0
-------------
0
10Anne Sass
Senior Director Grant Services 		(i)

(ii)		 103,340
-------------
0 		21,393
-------------
0 		43,463
-------------
0 		7,495
-------------
0 		13,254
-------------
0 		188,945
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation Roper St. Francis Healthcare, a related organization of the filing organization, uses the following to establish the compensation of the organization's CEO/Executive Director: Compensation Committee Independent Compensation Consultant Compensation Survey or Study Approval by the Board or Compensation Committee
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The Roper St. Francis Healthcare 457(f) Plan's purpose is to offer eligible employees of the employer deferred compensation benefits to supplement Eligible Employees' retirement income. The Plan is intended to be a top-hat plan (i.e. an unfunded deferred compensation plan maintained for certain members of a select group of management or highly compensated employees). THOSE PAYMENTS THAT ARE NOT YET VESTED DUE TO SUBSTANTIAL RISK OF FORFEITURE ARE INCLUDED IN SCHEDULE J, COLUMN (C) IN ACCORDANCE WITH IRS INSTRUCTIONS. AMOUNTS INCLUDIBLE AS TAXABLE COMPENSATION IN SCHEDULE J, COLUMN (B)(III) FOR LISTED INDIVIDUALS DUE TO SERP PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: Stanley Wilson, MD, $0; Troy Powell, $0; Marissa Blair Jamarik, PhD, $0; Matthew Desmond, $0; Joseph DeLeon, $0; Megan Baker, MD, $0.
Schedule J, Part I, Line 7 NON-FIXED PAYMENTS Goals are developed each year to support the Organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports it to the full Board of Directors. Progress on each metric is reported to the Board each month on the corporate scorecard. At year-end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full Board. Annual incentives for the executives are based 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard.
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
Roper St Francis Foundation
 
Employer identification number

57-1068509
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....   1 559 Cost
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..   1 91,391 Cost
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Medical Equipment ) X 8 121,722 Cost
26 Other Right pointing arrow large image ( WIGS ) X 1 3,850 Cost
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2024)
Schedule M (Form 990) (2024)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I Explanations of reporting method for number of contributions Other - Medical Equipment The Amounts reported in Part I, column B represent the number of contributions. Other - WIGS The Amounts reported in Part I, column B represent the number of contributions. Cars and other vehicles - The Amounts reported in Part I, column B represent the number of contributions. Art - Works of art - The Amounts reported in Part I, column B represent the number of contributions.
Schedule M (Form 990) (2024)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Roper St Francis Foundation
 
Employer identification number

57-1068509
Return Reference Explanation
Form 990, Part VI, Line 6 Classes of members or stockholders The sole member of the corporation is Roper St. Francis Healthcare, a South Carolina nonprofit, nonstock corporation. Roper St. Francis Healthcare is in turn governed by a board of directors appointed by its members. Effective May 1, 2024, the members of Roper St. Francis Healthcare (RSFH) were The Medical Society of South Carolina (20%), a South Carolina nonprofit corporation, HealthSpan Partners (80%), a Ohio nonprofit corporation. HealthSpan Partners (HSP) is a supporting organization of Bon Secours Mercy Health, Inc. (BSMH).
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Roper St. Francis Foundation shall have not less than six (6) voting Directors, as determined from time to time by its member, RSFH. Directors shall be appointed by the Member. At least one (1) Director shall also be a member of the board of directors of RSFH. Directors shall be qualified for service by their willingness to serve the needs of Roper St. Francis' system as a whole, and by background and experience which will enable them to contribute toward achievement of Roper St. Francis', the Corporation's and the Supported Charities' purposes. Any Director, except an Ex-Officio Director, is subject to removal or replacement at any time by the Member, with or without cause.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Except as otherwise required by law, the Articles of Incorporation or Bylaws, all rights, powers and authority of Roper St. Francis Foundation (RSF Foundation) shall be vested solely in, and all the business and affairs of RSF Foundation shall be managed under the direction of, the Member, and no action of RSF Foundation may be taken without the approval of the Member, unless the right of approval has been delegated in the manner prescribed in the Bylaws. To the extent delegated by the Member as set forth in the Articles of Incorporation or Bylaws, as required by law, or as described in resolutions of the Member, the business and affairs of RSF Foundation shall be managed under the direction of its Board of Directors. To the extent that any powers have not been delegated to the Board of Directors, the Board of Directors shall act in an advisory capacity to the Member. The Board of Directors shall regularly advise the Member regarding any matters requiring action that are within the purview of the Member. The following powers, authorities and duties are delegated to the RSF Foundation Board of Directors: a) To plan, develop and participate in the fundraising activities of the Corporation in support of its charitable mission. b) To monitor the activities of the current endowments of the Corporation, support the growth of the current endowments and encourage the establishment of new endowments. c) To select projects and needs for funding from those identified by different Roper St. Francis entities that conform to the Roper St. Francis Strategic Plan established each year by the Roper St. Francis Board of Directors. All funds raised for a specific project or need shall be expended on that project or need. If due to unforeseen circumstances that funds raised for a specific purpose are not spent as intended by the donor the funds shall be returned to the donor. d) To participate in the selection and annual evaluation of the Executive Director of the Corporation with Roper St. Francis' President/CEO. e) To regularly review the financial condition of the Corporation and to have at least one Director appointed by the Member serve on the Investment Subcommittee of the Roper St. Francis Finance Committee. f) To receive recommendations and reports from the Executive Director and from all standing and special committees of the Corporation, review and discuss such recommendations and reports, and, make recommendations to the Member concerning the matters encompassed by or involved with such recommendations and reports. g) To establish other categories of honorary, affiliated, or advisory groups that can aid in carrying out the activities of the Corporation and support its purposes and charitable mission. Resolutions establishing any of these groups will define their role and operating practices.
Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 was prepared by the BSMH Tax Department with assistance and oversight by management. Reviews were then conducted by senior management prior to filing with the Internal Revenue Service.
Form 990, Part VI, Line 12c Conflict of interest policy The Compliance policy requires COI disclosures from all RSFH Board of Directors, Board Committees, Senior and Executive management, any staff involved in the selection of vendors, contracting, and/or purchasing, employed physicians, other contracted service providers or staff members who have decision making capacity or business decision influence. All covered persons are required to complete Conflict of Interest training which includes examples of possible conflicts and overall conflict of interest education. The education provides the Conflict of Interest policy for the covered person's review. Covered persons are required to complete their disclosure upon completion of education course.
Form 990, Part VI, Line 15a Process to establish compensation of top management official An independent company, Gallagher, provides research, advice and guidance to the HR Committee and senior leadership to ensure the Organization's compensation programs for executives covered by the "Intermediate Sanctions Legislation" (IRC Section 4958) are aligned with its stated philosophy: Base salaries are targeted at the 50th percentile of the established comparator market; Total cash compensation (base salary plus annual incentive payments) are targeted at the 75th percentile of the established comparator market; Total direct compensation (total cash compensation plus long term incentive payments) should not exceed the 90th percentile of the established comparator market; Benefits are targeted at market median; and In aggregate, base salary, total cash compensation, total direct compensation and benefits comprise total remuneration for executives. The HR Committee ensures that executive total compensation is reflective of the Organization's stated compensation philosophy. The committee, in this process, authorizes and supports an annual three step process utilizing Gallagher's resources: 1) Salary levels, annual bonus targets/payments and long term incentive grants are compared rigorously each year with market data based on comparable positions and organizations. A. Comparable organizations are primarily not-for-profit healthcare systems with similar operating revenues. B. Incentive goals are primarily based on formally defined quantitative goals approved by the HR Committee of the RSFH Board of Directors. 2) All recommended pay decisions are tested against these data points and the organization's stated compensation philosophy. 3) A formal opinion letter is prepared by Gallagher, representing that senior executives are compensated within the reasonableness standards mandated by the IRS. This letter provides a "safe harbor" for the organization's senior leadership relative to the reasonableness of total executive compensation consistent with IRC Section 4958.
Form 990, Part VI, Line 15b Process to establish compensation of other employees See explanation for 15A.
Form 990, Part VI, Line 19 Required documents available to the public The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in present value of long-term pledges - -4181; Contributions Moved from Restriction - -1054605; Transfers with Affiliates - 15629; Pension and Benefit Allocation - 213812; Total - -829345;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Roper St Francis Foundation
 
Employer identification number

57-1068509
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Bon Secours Mercy Health Inc
1701 Mercy Health Place

CINCINNATI,OH45237
52-1301088 		HEALTHCARE SYSTEM PARENT MD 501(c)(3) 3 NA
 
 
No
(2)Bon Secours Baltimore Community Works Inc
26 North Fulton Avenue

Baltimore,MD21223
52-1732800 		Grant Making Foundation MD 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
 
No
(3)Bon Secours Ireland DAC
College Road
Cork    
EI
Local System Parent Org. EI 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
 
No
(4)BON SECOURS MERCY HEALTH FOUNDATION
1701 Mercy Health Place

CINCINNATI,OH45237
20-1072726 		FUNDRAISING OH 501(c)(3) 7 Bon Secours Mercy Health Inc
 
 
No
(5)Bon Secours New Jersey Health System Inc
1701 Mercy Health Place

CINCINNATI,OH45237
22-2754781 		Local System Parent Org. NJ 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
 
No
(6)Bon Secours New York Health System Inc
2975 Independence Avenue

Bronx,NY10463
91-2135196 		Local System Parent Org. NY 501(c)(3) Type I Bon Secours Mercy Health Inc
 
 
No
(7)Bon Secours Richmond Health System
8580 Magellan Parkway

Richmond,VA23227
52-1988421 		Local System Parent Org. VA 501(c)(3) 3 Bon Secours Richmond LLC
 
 
No
(8)Bon Secours St Francis Health System Inc
1 St Francis Drive

Greenville,SC29601
58-2504528 		Local System Parent Org. SC 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
 
No
(9)COMMUNITY MERCY HEALTH SYSTEM
100 Medical Center Drive

SPRINGFIELD,OH45504
30-0272454 		MARKET PARENT OH 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
 
No
(10)HEALTHSPAN PARTNERS
1701 Mercy Health Place

CINCINNATI,OH45237
46-3055925 		MARKET PARENT OH 501(c)(3) Type II Bon Secours Mercy Health Inc
 
 
No
(11)MERCY HEALTH RETIREMENT TRUST
1701 Mercy Health Place

CINCINNATI,OH45237
31-6046304 		RETIREMENT TRUST OH 501(c)(3) 7 Bon Secours Mercy Health Inc
 
 
No
(12)Mercy Health Services
1701 Mercy Health Place

CINCINNATI,OH45237
25-1585441 		Local System Parent Org. PA 501(c)(3) Type III-FI Bon Secours Mercy Health Inc
 
 
No
(13)St Francis Physician Services Inc
One St Francis Drive

Greenville,SC29601
13-4290167 		Physician Services SC 501(c)(3) 10 Bon Secours Mercy Health Medical Group LLC
 
 
No
(14)Bon Secours Medical Group Greenville Specialty Care LLC
1 St Francis Drive

Greenville,SC29601
85-0988160 		Physician Services SC 501(c)(3) 10 Bon Secours Mercy Health Medical Group LLC
 
 
No
(15)Bon Secours - Stuart Circle Hospital Inc
8580 Magellan Parkway

Richmond,VA23227
54-1740128 		Health Care VA 501(c)(3) 3 Bon Secours Richmond Health System
 
 
No
(16)Laburnum Properties
8580 Magellan Parkway

Richmond,VA23227
52-1260700 		Title Holding Company VA 501(c)(2)   Bon Secours Richmond Health System
 
 
No
(17)Rappahannock General Hospital Foundation
101 Harris Road

Kilmarnock,VA22482
54-1210450 		Supporting Organization VA 501(c)(3) 7 Bon Secours Richmond Health System
 
 
No
(18)IVNA Health Services
5008 Monument Avenue

Richmond,VA23230
54-1479847 		Home Care Services VA 501(c)(3) 10 Bon Secours Home Care LLC
 
 
No
(19)Bayley Properties
7007 Harbour View Blvd

Suffolk,VA23435
54-1424748 		Title Holding Company VA 501(c)(2)   Maryview Hospital LLC
 
 
No
(20)LOURDES HOSPITAL AUXILIARY GIFT SHOP
1530 LONE OAK ROAD

PADUCAH,KY42003
61-0927805 		FUNDRAISING KY 501(c)(3) 10 Mercy Health - Lourdes Hospital LLC
 
 
No
(21)C H HEALTH SERVICES COMPANY
100 Medical Center Drive

SPRINGFIELD,OH45504
31-1181984 		HOSPITAL OH 501(c)(3) 3 COMMUNITY MERCY HEALTH SYSTEM
 
 
No
(22)COMMUNITY MERCY HEALTH PARTNERS
100 Medical Center Drive

SPRINGFIELD,OH45504
31-0785684 		HOSPITAL OH 501(c)(3) 3 COMMUNITY MERCY HEALTH SYSTEM
 
 
No
(23)THE WALLACE S MURRAY AND FRANCES RABBITTS MURRAY MEMORIAL TRUST
100 Medical Center Drive

SPRINGFIELD,OH45504
34-6827136 		INDIGENT MEDICAL CARE OH 501(c)(3) Type I NA
 
 
No
(24)SIMON OUTREACH SERVICES
2600 NAVARRE AVENUE

OREGON,OH43616
34-1383325 		MEDICAL OFFICE RENTAL OH 501(c)(3) 10 MERCY HEALTH NORTH LLC
 
 
No
(25)MERCY PROPERTY HOLDINGS
2200 JEFFERSON AVENUE

TOLEDO,OH43604
30-0699825 		TITLE HOLDING COMPANY OH 501(c)(2)   MERCY HEALTH NORTH LLC
 
 
No
(26)MERCY COLLEGE OF OHIO
2221 MADISON AVENUE

TOLEDO,OH43604
34-1726619 		MEDICAL COLLEGE OH 501(c)(3) 2 MERCY HEALTH - ST VINCENT MEDICAL CENTER LLC
 
 
No
(27)HOSPICE OF THE VALLEY
5190 MARKET STREET

YOUNGSTOWN,OH44512
34-1288745 		HOSPICE SERVICES OH 501(c)(3) 10 MERCY HEALTH YOUNGSTOWN LLC
 
 
No
(28)HUMILITY HOUSE
755 OHLTOWN ROAD

AUSTINTOWN,OH44515
34-1894783 		NURSING HOME OH 501(c)(3) 10 MERCY HEALTH YOUNGSTOWN LLC
 
 
No
(29)ST JOSEPH HEALTH CENTER AUXILIARY
677 EASTLAND SE

WARREN,OH44484
34-6556121 		FUNDRAISING OH 501(c)(3) 10 MERCY HEALTH YOUNGSTOWN LLC
 
 
No
(30)THE ASSUMPTION VILLAGE
9800 N MARKET STREET

NORTH LIMA,OH44452
34-1013695 		NURSING HOME OH 501(c)(3) 10 MERCY HEALTH YOUNGSTOWN LLC
 
 
No
(31)NEW VISION MEDICAL LABORATORIES INC
750 W HIGH ST STE 400

LIMA,OH45801
34-1937267 		MEDICAL LAB SERVICES OH 501(c)(3) 3 MERCY HEALTH - ST RITA'S MEDICAL CENTER LLC
 
 
No
(32)ALLEN MEDICAL CENTER MEDICAL OFFICE BUILDING
200 WEST LORAIN ST

OBERLIN,OH44074
36-4504991 		MEDICAL OFFICE RENTAL OH 501(c)(3) 10 MERCY HEALTH - ALLEN HOSPITAL LLC
 
 
No
(33)COMMUNITY HEALTH PARTNERS PHYSICIANS OFFICE BUILDINGS
3700 KOLBE ROAD

LORAIN,OH44053
34-1268828 		MEDICAL OFFICE RENTAL OH 501(c)(3) 10 MERCY HEALTH - REGIONAL MEDICAL CENTER LLC
 
 
No
(34)St Francis Hospital Inc
One St Francis Drive

Greenville,SC29601
58-2504530 		Hospital SC 501(c)(3) 3 Bon Secours St Francis Health System Inc
 
 
No
(35)Bon Secours Housing II Inc
26 North Fulton Avenue

Baltimore,MD21223
52-1543174 		Low Income Housing MD 501(c)(3) 10 Bon Secours Baltimore Community Works Inc
 
 
No
(36)Bon Secours Housing Inc
26 North Fulton Avenue

Baltimore,MD21223
52-1442707 		Low Income Housing MD 501(c)(3) 10 Bon Secours Baltimore Community Works Inc
 
 
No
(37)Liberty Medical Center
1701 Mercy Health Place

CINCINNATI,OH45237
52-1466304 		Health Care MD 501(c)(3) 3 Bon Secours Baltimore Community Works Inc
 
 
No
(38)Our Money Place Inc
26 North Fulton Avenue

Baltimore,MD21223
56-2306119 		Financial services education MD 501(c)(3) 10 Bon Secours Baltimore Community Works Inc
 
 
No
(39)Unity Properties Inc
26 North Fulton Avenue

Baltimore,MD21223
52-1857768 		Low Income Housing MD 501(c)(3) 7 Bon Secours Baltimore Community Works Inc
 
 
No
(40)Bon Secours Baltimore Development Inc
26 North Fulton Avenue

Baltimore,MD21223
76-0785344 		Community Housing MD 501(c)(3) 7 Unity Properties Inc
 
 
No
(41)HEALTHSPAN INTEGRATED CARE
1701 Mercy Health Place

CIncinnati,OH45237
34-0922268 		HMO OH 501(c)(3) 10 HEALTHSPAN PARTNERS
 
 
No
(42)Roper St Francis Healthcare
8536 Palmetto Commerce Pkwy
Suite 201
Ladson,SC29456
57-0831165 		Local System Parent Org. SC 501(c)(3) 3 HEALTHSPAN PARTNERS
 
 
No
(43)Bon Secours - St Francis Xavier Hospital Inc
2095 Henry Tecklenburg Drive

Charleston,SC29414
57-1067254 		Hospital SC 501(c)(3) 3 Roper St Francis Healthcare
 
 
No
(44)Clinical Biotechnology Research Institute at RSFH
8536 Palmetto Commerce Pkwy
Suite 201
Ladson,SC29456
47-5407453 		Healthcare SC 501(c)(3) 4 Roper St Francis Healthcare
 
 
No
(45)Roper Hospital Inc
316 Calhoun Street

Charleston,SC29401
57-0828733 		Hospital SC 501(c)(3) 3 Roper St Francis Healthcare
 
 
No
(46)Roper St Francis Foundation
8536 Palmetto Commerce Pkwy
Suite 201
Ladson,SC29456
57-1068509 		Fundraising SC 501(c)(3) Type I Roper St Francis Healthcare
 
 
No
(47)Roper St Francis Hospital - Berkeley Inc
100 Callen Blvd

Summerville,SC29486
26-3710229 		Hospital SC 501(c)(3) 3 Roper St Francis Healthcare
 
 
No
(48)Roper St Francis Mount Pleasant Hospital
3500 Highway 17 North

Mount Pleasant,SC29466
57-0360499 		Hospital SC 501(c)(3) 3 Roper St Francis Healthcare
 
 
No
(49)Roper St Francis Physicians Network
8536 Palmetto Commerce Pkwy
Suite 201
Ladson,SC29456
26-2946628 		Physician Services SC 501(c)(3) 10 Roper St Francis Healthcare
 
 
No
(50)Roper St Francis Ancillary Services
125 Doughty St Suite 760
Suite 201
Charleston,SC29403
88-2224618 		Supporting Organization SC 501(c)(3) 10 Roper St Francis Healthcare
 
 
No
(51)BSHS Member 2 Limited
College Road
Cork    
EI
Holding Company EI 501(c)(3)   Bon Secours Ireland DAC
 
 
No
(52)BSHS Member 3 Limited
College Road
Cork    
EI
Holding Company EI 501(c)(3)   Bon Secours Ireland DAC
 
 
No
(53)Bon Secours Health System CLG
College Road
Cork    
EI
Hospital EI 501(c)(3) 3 Bon Secours Ireland DAC
 
 
No
(54)Frances Schervier Home and Hospital
2975 Independence Avenue

Bronx,NY10463
13-1740397 		Long term nursing care NY 501(c)(3) 10 Bon Secours NY Health System
 
 
No
(55)St Mary Hospital Inc
308 Willow

Hoboken,NJ07030
22-1487324 		Hospital NJ 501(c)(3) 3 Bon Secours New Jersey Health System Inc
 
 
No
(56)Pennsylvania Health Choice Plan
1701 Mercy Health Place

CINCINNATI,OH45237
 Health Care PA 501(c)(3) 10 Mercy Health Services
 
 
No
(57)Bon Secours Ambulatory Services - St Francis LLC
1 St Francis Drive

Greenville,SC29601
80-0520229 		Healthcare SC 501(c)(3) 10 Bon Secours Urgent Care SC LLC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) Broad64 Imaging LLC

4600 McAuley Place
Suite 100
Blue Ash,OH45242
20-5886018 		Imaging Services VA NA
  		N/A                
(2) Memorial Ambulatory Surgery Center LLC

4600 McAuley Place
Suite 100
Blue Ash,OH45242
59-3813233 		Ambulatory Surgery Center VA NA
  		N/A                
(3) Richmond Radiation Oncology Center I LLC

4600 McAuley Place
Suite 100
Blue Ash,OH45242
20-8444551 		Radiation Oncology Services VA NA
  		N/A                
(4) RI LP

4600 McAuley Place
Suite 100
Blue Ash,OH45242
54-1708835 		Imaging Services VA NA
  		N/A                
(5) Chesterfield Community Healthcare MOB I LLC

4600 McAuley Place
Suite 100
Blue Ash,OH45242
54-1745670 		Real Estate VA NA
  		N/A                
(6) St Mary's MRI Center LP

4600 McAuley Place
Suite 100
Blue Ash,OH45242
54-1568022 		Imaging Services VA NA
  		N/A                
(7) Mary Immaculate Ambulatory Surgery Center LLC

12720 McManus Blvd
Ste 103
Newport News,VA23602
20-0485202 		Ambulatory Surgery Center VA NA
  		N/A                
(8) Harbour View MOB 2 LLC

5818 Harbour View Blvd Suite A1
Suffolk,VA23435
82-2484997 		Real Estate VA NA
  		N/A                
(9) Community Mercy Home Care Services of Springfield LLC

1700 Edison Drive
Milford,OH45150
31-1746556 		Home Care OH NA
  		N/A                
(10) Urologic Oncology of Mahoning Valley LLC

1044 Belmont Ave
Youngstown,OH44501
26-2989686 		Radiation Therapy OH NA
  		N/A                
(11) Waterville Medical Center LLC

5901 Monclova Road
Maumee,OH43537
32-0160784 		Real Estate OH NA
  		N/A                
(12) Vascular Institute of Northwest Ohio LLC

4600 McAuley Place
Suite 100
Blue Ash,OH45242
99-1855785 		Surgery Center OH NA
  		N/A                
(13) West Central Ohio Group Ltd

801 Medical Drive
Lima,OH45804
34-1848147 		Orthopedic Hospital OH NA
  		N/A                
(14) Bon Secours Place at St Petersburg LLP

10300 Fourth Street North
St Petersburg,FL33716
59-3589729 		Assisted Living/Senior Care FL NA
  		N/A                
(15) Bon Secours Apartments Consolidated GP LLC

1800 West Baltimore St
Baltimore,MD21223
85-0795104 		Low Income Housing MD NA
  		N/A                
(16) Bon Secours Apartments Consolidated LP

1800 West Baltimore St
Baltimore,MD21223
85-0766183 		Low Income Housing MD NA
  		N/A                
(17) Bon Secours Apartments II LP

1800 West Baltimore St
Baltimore,MD21223
52-2063512 		Low Income Housing MD NA
  		N/A                
(18) Bon Secours Apartments III LP

1800 West Baltimore St
Baltimore,MD21223
52-2134444 		Low Income Housing MD NA
  		N/A                
(19) Bon Secours Apartments LP

1800 West Baltimore St
Baltimore,MD21223
52-1952502 		Low Income Housing MD NA
  		N/A                
(20) Bon Secours Benet House LLC

26 North Fulton Ave
Baltimore,MD21223
46-3055312 		Low Income Housing MD NA
  		N/A                
(21) Bon Secours Benet House LP

26 North Fulton Ave
Baltimore,MD21223
36-4765400 		Low Income Housing MD NA
  		N/A                
(22) Bon Secours Chesapeake Apartments LP

26 North Fulton Ave
Baltimore,MD21223
20-0107034 		Low Income Housing MD NA
  		N/A                
(23) Bon Secours Gibbons Apartments LP

26 North Fulton Ave
Baltimore,MD21223
47-2322323 		Low Income Housing MD NA
  		N/A                
(24) Bon Secours New Shiloh II Limited Partnership

26 North Fulton Ave
Baltimore,MD21223
82-0655142 		Low Income Housing MD NA
  		N/A                
(25) Bon Secours New Shiloh III Limited Partnership

26 North Fulton Ave
Baltimore,MD21223
99-4996698 		Low Income Housing MD NA
  		N/A                
(26) Bon Secours Shiloh LP

26 North Fulton Ave
Baltimore,MD21223
20-3965243 		Low Income Housing MD NA
  		N/A                
(27) Bon Secours Smallwood Summit LP

26 North Fulton Ave
Baltimore,MD21223
52-2280175 		Low Income Housing MD NA
  		N/A                
(28) Bon Secours Wayland LP

26 North Fulton Ave
Baltimore,MD21223
27-0468688 		Low Income Housing MD NA
  		N/A                
(29) Liberty Senior Housing LP

1800 West Baltimore St
Baltimore,MD21223
52-2134447 		Low Income Housing MD NA
  		N/A                
(30) Lowcountry Surgery Center LLC dba Roper St Francis Eye Center

8536 Palmetto Commerce Parkway
Suite 210
Ladson,SC29456
58-1693021 		Ambulatory Surgery Center SC NA
  		N/A                
(31) BON SECOURS MERCY HEALTH INNOVATIONS LLC

4600 McAuley Place
Suite 100
Blue Ash,OH45242
82-0639499 		BUSINESS DEVELOPMENT OH NA
  		N/A                
(32) Nordic Holdings LLC

4600 McAuley Place
Suite 100
Blue Ash,OH45242
88-1682215 		Holding company DE NA
  		N/A                
(33) Catherine JV LLC

4600 McAuley Place
Suite 100
Blue Ash,OH45242
92-2006580 		Holding company DE NA
  		N/A                
(34) BSMH-CSP Surgical Ventures LLC

4600 McAuley Place
Suite 100
Blue Ash,OH45242
87-4579472 		Holding company SC NA
  		N/A                
(35) BSMH-CSP SV DE LLC

4600 McAuley Place
Suite 100
Blue Ash,OH45242
92-3546169 		Holding company DE NA
  		N/A                
(36) Strive BSMH LLC

4600 McAuley Place
Suite 100
Blue Ash,OH45242
88-1628696 		Holding company SC NA
  		N/A                
(37) RSFH - ATI Physician Therapy

125 Doughty St Ste 760
Charleston,SC29403
47-4797980 		Physical Therapy SC NA
  		N/A                
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) BON SECOURS MERCY HEALTH INSURANCE COMPANY (SPC) LTD

PO Box 10073
Grand Cayman   KY11001
CJ
98-0621978 		SELF-INSURANCE CJ NA
  		C Corporation         No
(2) Bon Secours - Venice Healthcare Corporation

1701 Mercy Health Place
CINCINNATI,OH45237
65-0597937 		Inactive FL NA
  		C Corporation         No
(3) MERCY HEALTH VENTURES INC

1701 Mercy Health Place
CINCINNATI,OH45237
31-1185477 		DIVERSIFIED ACTIVITIES OH NA
  		C Corporation         No
(4) Bon Secours-Virginia Healthsource Inc

8580 Magellan Parkway
Richmond,VA23227
54-1417686 		Ambulatory Healthcare Services VA NA
  		C Corporation         No
(5) Richmond Radiation Oncology Center Inc

8580 Magellan Parkway
Richmond,VA23227
54-1570244 		Ambulatory Healthcare Services VA NA
  		C Corporation         No
(6) Ironbridge Assisted Living Retirement Community LC

5801 Bremo Road
Richmond,VA23226
54-1807857 		Ambulatory Healthcare Services VA NA
  		C Corporation         No
(7) Richmond MRI Inc

8580 Magellan Parkway
Richmond,VA23227
54-1568452 		Medical Services VA NA
  		C Corporation         No
(8) Chesterfield Community Healthcare Center Inc

8580 Magellan Parkway
Richmond,VA23227
54-1812738 		Ambulatory Healthcare Services VA NA
  		C Corporation         No
(9) RHS Management Corp

8580 Magellan Parkway
Richmond,VA23227
54-1313425 		Independent Living Facility VA NA
  		C Corporation         No
(10) Professional Health Care Management Services Inc

150 Kingsley Lane
Norfolk,VA23505
54-1241031 		Administrative VA NA
  		C Corporation         No
(11) Maryview Building Corporation

3636 High Street
Portsmouth,VA23707
54-1306612 		Administrative VA NA
  		C Corporation         No
(12) Bon Secours - Tidewater Diversified Inc

160 Kingsley Lane
Norfolk,VA23505
54-1431826 		Pharmacy VA NA
  		C Corporation         No
(13) OSF Inc

2 Bernadine Drive
Newport News,VA23602
54-1369919 		Rental VA NA
  		C Corporation         No
(14) Harbour View Station West Mixed-Use Property Owners Association Inc

1128 Independence Blvd
Ste 200
Virginina Beach,VA23455
 REAL PROPERTY MGMNT VA NA
  		C Corporation         No
(15) NORTHPARKE MEDICAL COMMONS CONDO ASSN

333 N LIMESTONE ST
SPRINGFIELD,OH45503
31-1391230 		REAL PROPERTY MGMNT OH NA
  		C Corporation         No
(16) RALPH EWE TRUST

270 PARK AVENUE
NEW YORK,NY10017
34-6866422 		BENEFICIAL TRUST NY NA
  		Trust         No
(17) ELIZABETH HINES CATES TRUST

PNC 1900 E 9TH ST
CLEVELAND,OH44114
34-6515678 		BENEFICIAL TRUST OH NA
  		Trust         No
(18) WILLIS PARK TRUST

PNC 1900 E 9TH ST
CLEVELAND,OH44114
34-6519904 		BENEFICIAL TRUST OH NA
  		Trust         No
(19) ERMA GIBSON BALDWIN TRUST

PNC 1900 E 9TH ST
CLEVELAND,OH44114
34-6515566 		BENEFICIAL TRUST OH NA
  		Trust         No
(20) MCAULEY MANAGEMENT SERVICES INC

730 W MARKET STREET
LIMA,OH45801
34-1379037 		PROPERTY RENTAL OH NA
  		C Corporation         No
(21) LIMA MEDICAL SUPPLIES INC

730 W MARKET STREET
LIMA,OH45801
34-0944477 		MEDICAL EQUIPMENT OH NA
  		C Corporation         No
(22) COMMUNITY HEALTH PARTNERS ENTERPRISES INC

3700 KOLBE ROAD
LORAIN,OH44053
34-1455525 		HOLDING COMPANY OH NA
  		C Corporation         No
(23) Optimum Health Network Inc

One St Francis Drive
Greenville,SC29601
57-0973524 		Healthcare Services SC NA
  		C Corporation         No
(24) Bon Secours-Florida Integrated Services Inc

10300 Fourth Street North
St Petersburg,FL33716
65-0779777 		Holding Company/Assisted Living FL NA
  		C Corporation         No
(25) Unity Housing Inc

26 North Fulton Avenue
Baltimore,MD21223
52-1952507 		Low Income Housing MD NA
  		C Corporation         No
(26) Bon Secours Wayland LLC

26 North Fulton Avenue
Baltimore,MD21223
27-0468561 		Low Income Housing MD NA
  		C Corporation         No
(27) Bon Secours New Shiloh II LLC

26 North Fulton Avenue
Baltimore,MD21223
82-0631206 		Low Income Housing MD NA
  		C Corporation         No
(28) HEALTHSPAN INC

225 PICTORIA DR
CINCINNATI,OH45246
31-1431434 		INSURANCE OH NA
  		C Corporation         No
(29) HEALTHSPAN SOLUTIONS INC

1701 Mercy Health Place
CINCINNATI,OH45237
30-0810766 		CONSULTING OH NA
  		C Corporation         No
(30) HEALTHCARE SERVICES AND SUPPORT

1701 Mercy Health Place
CINCINNATI,OH45237
81-2388652 		HEALTHCARE SERVICES OH NA
  		C Corporation         No
(31) HealthSpan Partners Innovations Inc

1701 Mercy Health Place
CINCINNATI,OH45237
92-1571589 		HEALTHCARE SERVICES OH NA
  		C Corporation         No
(32) Barringtons Hospital Limited

Georges Quay
Limerick   V94HE2T
EI
Hospital EI NA
  		C Corporation         No
(33) Bon Secours Hospital Limerick Dev Co Limited

Georges Quay
Limerick   V94HE2T
EI
REAL PROPERTY MGMNT EI NA
  		C Corporation         No
(34) Bon Secours New York Housing Development Fund Corporation

2975 Independence Avenue
Bronx,NY10463
47-2224316 		Low Income Housing NY NA
  		C Corporation         No
(35) CareAlliance Medical Services Corporation

8536 Palmetto Commerce Pkwy
Suite 210
Ladson,SC29456
57-1012837 		Inactive SC NA
  		C Corporation         No
(36) Bon Secours Mercy Health Innovations Inc

1701 Mercy Health Place
CINCINNATI,OH45237
88-2709441 		Holding Company OH NA
  		C Corporation         No
(37) Nordic Consulting Group Incorporated

2601 W Beltline Hwy
Ste 600
Madison,WI53713
46-0986119 		Holding Company DE NA
  		C Corporation         No
(38) Nordic Consulting Partners Inc

2601 W Beltline Hwy
Ste 600
Madison,WI53713
27-1633363 		Healthcare Consulting WI NA
  		C Corporation         No
(39) S & P Consultants Inc

15 Braintree Hill Office Park
Ste 102
Braintree,MA02184
 Healthcare Consulting MA NA
  		C Corporation         No
(40) Healthtech Inc

144 Front Street West 300
Toronto,OntarioM5J2l7
CA
Healthcare Consulting CA NA
  		C Corporation         No
(41) Tasman Global Holdings BV

Eerste Jacob van Campenstraat 46-H
Amsterdam   1072BG
NL
Healthcare Consulting NL NA
  		C Corporation         No
(42) Tasman Global Healthcare Ireland Limited

Marine House 5th Floor
Clanwilliam Place
Dublin   D02FY24
EI
Healthcare Consulting EI NA
  		C Corporation         No
(43) Tasman Global Singapore Pte Ltd

160 Robinson Road 14-04
Singapore Business Center
    068914
SN
Healthcare Consulting SN NA
  		C Corporation         No
(44) Tasman Group LLC

2876 Guardian Lane
Virginia Beach,VA23452
 Healthcare Consulting VA NA
  		C Corporation         No
(45) Tasman Group Limited

6 Bevis Marks 15th Floor
London   EC3A7BA
UK
Healthcare Consulting UK NA
  		C Corporation         No
(46) Hygeian Consulting Ltd

The Bower 6th Floor 207 Old Stree
London   EC1V9NR
UK
Healthcare Consulting UK NA
  		C Corporation         No
(47) Tasman Global Switzerland GmbH

Hunenbergstrasse 4
Lucerne   6006
SZ
Healthcare Consulting SZ NA
  		C Corporation         No
(48) Tasman Global Norway AS

Kaakon VIIs Gate 10
Oslo   0160
NO
Healthcare Consulting NO NA
  		C Corporation         No
(49) Nordic Philippines Technology Solutions Inc

15/F One Ayala East Tower EDSA
Corner Ayala Avenue San Lorenzo
Makati   1226
RP
Healthcare Consulting RP NA
  		C Corporation         No
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
Yes
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1