2026-09-23T09:23:14-05:00 2025-12-31 351476702 BRADY WARE & SCHOENFELD INC 2206 CHESTER BLVD RICHMOND IN 47374 990 2025-01-01 237440530 REID HOSPITAL & HEALTH CARE SERVICES FOUNDATION INC REID 7659833102 1100 REID PARKWAY RICHMOND IN 47374 JASON TROUTWINE FOUNDATION PRESIDENT 7659833102 2026-09-08 1 HEATHER FOURMAN CPA P02033444 7659660531 2026-09-08 2025 REID HEALTH FOUNDATION JASON TROUTWINE 1100 REID PARKWAY RICHMOND IN 47374 4171332 0 X WWW.REIDHEALTHFOUNDATION.ORG X 1975 IN TO SUPPORT THE ACTIVITIES OF REID HOSPITAL & HEALTH CARE SERVICES, INC. 25 25 0 97 0 0 6042313 2586698 0 0 1098258 1552649 -76909 -192136 7063662 3947211 2000000 2003410 0 0 0 0 0 0 0 22346 58150 2022346 2061560 5041316 1885651 25975499 30275779 79759 154461 25895740 30121318 TO SUPPORT THE ACTIVITIES OF REID HOSPITAL & HEALTH CARE SERVICES, INC. IN RICHMOND, INDIANA. 0 0 2003410 2003410 TO SUPPORT THE VARIOUS EXEMPT ACTIVITIES OF REID HOSPITAL & HEALTH CARE SERVICES, INC. IN RICHMOND, IN 2003410 1 1 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 IN X X JASON TROUTWINE 7659833102 1100 REID PARKWAY RICHMOND IN 47374 X TOM ALBERTS BOARD MEMBER 1.00 X 0 0 0 TONY GILLAM BOARD MEMBER 1.00 X 0 0 0 DEBORAH JORDAN VICE CHAIR 1.00 X X 0 0 0 RACHAEL VONDERHAAR BOARD MEMBER 1.00 X 0 0 0 MELANIE CALDWELL BOARD MEMBER 1.00 X 0 0 0 DARIN DUBBS BOARD MEMBER 1.00 X 0 0 0 GEORGE FERRIELL CHAIR 1.00 X X 0 0 0 STEVEN KIEFER BOARD MEMBER 1.00 X 0 0 0 ANDREA MOSEY BOARD MEMBER 1.00 X 0 0 0 PAUL WITTE BOARD MEMBER 1.00 X 0 0 0 MARY WESLER BOARD MEMBER 1.00 X 0 0 0 JUSTIN SCHEIBEN BOARD MEMBER 1.00 X 0 0 0 DERRICK MATTHEWS SECRETARY/TREASURER 1.00 X X 0 0 0 MATTHEW HICKS BOARD MEMBER 1.00 X 0 0 0 ROBIN HENRY BOARD MEMBER 1.00 X 0 0 0 DR BILL DUCEY BOARD MEMBER 1.00 X 0 0 0 CINDY BERNZOTT BOARD MEMBER 1.00 X 0 0 0 STEVE JAMES BOARD MEMBER 1.00 X 0 0 0 MARK HARRINGTON EX-OFFICIO 1.00 X 0 0 0 JIM SPON EX-OFFICIO 1.00 X 0 0 0 ALFREDO DIAMOND BOARD MEMBER 1.00 X 0 0 0 DEANNA HUNT BOARD MEMBER 1.00 X 0 0 0 ADAM DUKE BOARD MEMBER 1.00 X 0 0 0 DR DAVID JETMORE BOARD MEMBER 1.00 X 0 0 0 AJ SICKMANN BOARD MEMBER 1.00 X 0 0 0 STASIA VERAMALLAY BOARD MEMBER 1.00 X 0 0 0 BEN WELLS EX-OFFICIO 1.00 X 0 0 0 DR K ANDREW YARYAN BOARD MEMBER 1.00 X 0 0 0 JASON TROUTWINE FOUNDATION PRESIDENT 50.00 X 0 355092 24489 ANGELA CLINE FOUNDATION DIRECTOR 40.00 X 0 117266 9951 0 472358 34440 0 0 1 0 0 285100 2301598 319013 2586698 622423 622423 951811 21585 930226 930226 930226 10400 285100 202536 -192136 -192136 3947211 0 0 1360513 2003410 2003410 41410 41410 8857 8857 4242 4242 FEES 3306 3306 LIFE INSURANCE CHANGE 335 335 2061560 2003410 58150 0 633023 2410075 4214788 2925276 21099704 24912782 27984 27646 25975499 30275779 79759 154461 79759 154461 X 18601998 23180634 7293742 6940684 25895740 30121318 25975499 30275779 X 1885651 2337059 2868 X X 0 1 X 1 0 X X 1 REID HOSPTIAL & HEALTH CARE SERVICES INC 350892672 3 1 2003410 0 1 2003410 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3 THE CHAIR OF THE GOVERNING BOARD (DIRECTORS) AND THE CHIEF EXEUCTIVE OFFICER (CEO) OF REID HOSPITAL & HEALTH CARE SERVICES, INC SHALL BE EX OFFICIO MEMBERS OF THIS FOUNDATION'S BOARD OF DIRECTORS. BECAUSE OF THE RELATIONSHIP OF THESE INDIVIDUALS BETWEEN THE SUPPORTED AND SUPPORTING ORGANIZATIONS, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE SUPPORTING ORGANIZATION'S INVESTMENT POLICIES AND TIMING AND MANNER OF GRANTS. PART IV, SECTION E, LINE 2A THE REID HEALTH FOUNDATION IS A SUPPORTING ORGANIZATION TO REID HEALTH AND PROVIDES SERVICE TO REID HEALTH IN ADDITION TO FUNDRAISING ACTIVITIES. THE DIRECTOR OF THE FOUNDATION IS ALSO THE DIRECTOR OF VOLUNTEER SERVICES, OVERSEEING THE EMPLOYEES OF THAT DEPARTMENT AS WELL AS THE 150 VOLUNTEERS WITH POSITIONS THROUGHOUT THE REID HEALTH ORGANIZATION. PART IV, SECTION E, LINE 2B THE SOLE PURPOSE OF THE FOUNDATION IS FOR THE HOSPITAL. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25970 0 165793 29455 29455 165793 165793 16962 16962 165793 165793 24115 24115 165793 165793 -23984 -23984 165793 165793 22316 22316 165793 0.00000 1.00000 0.00000 0 0 0 CHARITABLE TRUST AND ANNUITY ARRANGEMENTS 154461 154461 X 7084183 2337059 808771 3145830 3938353 8858 8858 3947211 2858605 806235 806235 2052370 9190 9190 2061560 PART V, LINE 4: THE INCOME FROM THE FUNDS IS EXPENDABLE TO SUPPORT THE ACUTE REHABILITATION UNIT AND THE SPEECH, OUTPATIENT, AND PHYSICAL THERAPY SERVICES OF REID HOSPITAL & HEALTH CARE SERVICES, INC. THE FOUNDATION HAD NET ASSETS THAT WERE PERPETUAL IN NATURE AT DECEMBER 31, 2025. THESE NET ASSETS ARE NOT HELD IN A SEPARATE ENDOWMENT FUND BUT ARE PART OF THE FOUNDATION'S TOTAL CASH AND INVESTMENT PORTFOLIO. AT THE END OF EACH YEAR, AN ALLOCATION IS MADE TO A PURPOSE RESTRICTED NET ASSET ACCOUNT FOR GAINS OR LOSSES FROM THE PERPETUAL IN NATURE FUND. FOR THE YEAR ENDED DECEMBER 31, 2025, $5,324 IN NET GAINS WERE ALLOCATED TO THE ACUTE REHABILITATION UNIT'S PURPOSE RESTRICTED BALANCE AND $24,131 IN NET GAINS WERE ALLOCATED TO THE SPEECH, OUTPATIENT, AND PHYSICAL THERAPY'S PURPOSE RESTRICTED BALANCE. ALLOCATIONS ARE CALCULATED BASED ON PRIOR YEAR FUND BALANCE. UPON APPROVAL OF GRANT EXPENDITURES, AMOUNTS ARE CONSIDERED TO BE APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - THE FOUNDATION HAS EVALUATED THE TAX POSITIONS IT HAS TAKEN, OR EXPECTS TO TAKE, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAXING AUTHORITY. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE BENEFIT ARISING FROM AN UNCERTAIN TAX POSITION TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY AS OF DECEMBER 31, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -13,919. IN-KIND SUPPORT 603,699. CHANGE IN ALLOWANCE AND DISCOUNT 16,790. SPECIAL EVENT EXPENSES 202,536. LIFE INSURANCE CHANGE -335. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 8,857. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: IN-KIND SUPPORT 603,699. SPECIAL EVENT EXPENSES 202,536. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 8,857. ROUNDING -2. LIFE INSURANCE CHANGE 335. KALEIDOSCOPE 211700 201300 10400 159816 REID ADVENTURE COURSE 83800 83800 42720 295500 285100 10400 202536 202536 -192136 1 REID HOSP & HEALTH CARE SVCS 1100 REID PARKWAY RICHMOND IN 47374 350892672 501(C)(3) 2003410 0 GRANTS WERE USED FOR THE OPERATING OF THE HOSPITAL AND CAPITAL PURCHASES. 1 0 PART I, LINE 2: THE ORGANIZATION RECEIVES WRITTEN REQUESTS FOR ASSISTANCE FROM REID HOSPITAL & HEALTH CARE SERVICES INC. THE REQUESTS ARE FOR EXPEDITURES ALREADY MADE BY THE HOSPITAL. COPIES OF ALL REQUESTS ARE KEPT ON FILE. 0 0 0 0 0 0 0 0 0 JASON TROUTWINE FOUNDATION PRESIDENT 0 355092 0 0 0 0 13930 0 10559 0 24489 355092 0 0 X 4 318013 FAIR MARKET VALUE X BITCOIN 1 1000 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION SELLS MARKETABLE SECURITIES THAT ARE RECEIVED FROM DONORS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE. THEY VOTE TO RECOMMEND APPROVAL BY THE ENTIRE FOUNDATION BOARD. THE 990 IS THEN APPROVED BY THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD AND COMMITTEE MEETING AGENDA INCLUDES A CONFIDENTIALITY AND CONFLICT OF INTEREST STATEMENT THAT IS ALSO READ BY THE BOARD OR COMMITTEE CHAIR AT THE BEGINNING OF EACH MEETING. SHOULD A CONFLICT OF INTEREST ARISE DURING THE MEETING, BOARD MEMBERS ARE EXPECTED TO STATE THEIR CONFLICT FOR THE RECORD AND, WHEN APPROPRIATE, STEP OUT FOR THAT DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT HAVE ANY PAYROLL. THE OFFICERS AND KEY EMPLOYEES ARE EMPLOYEES OF A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, COLUMN E AND F JASON TROUTWINE SERVED AS FOUNDATION PRESIDENT FOR THE ENTIRE YEAR OF 2025. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -13,918. ROUNDING -4. CHANGE IN DISCOUNT AND ALLOWANCE 16,790. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE METHOD OF SELECTION OR THE OVERSIGHT OF THE INDEPENDENT AUDITOR REID HOSPITAL & HEALTH CARE SERVICES INC 1100 REID PARKWAY RICHMOND IN 47374 350892672 HOSPITAL IN 501(C)(3) LINE 3 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 REID HOSPITAL & HEALTH CARE SERVICES INC B 2003410 CASH REID HOSPITAL & HEALTH CARE SERVICES INC N 294601 IN KIND FAIR VALUE REID HOSPITAL & HEALTH CARE SERVICES INC O 309098 IN KIND FAIR VALUE