2025-02-05T15:05:09-06:00 2024-06-30 260794367 UHY ADVISORS MID-ATLANTIC INC 705 YORK ROAD TOWSON MD 21204 990 2023-07-01 520627782 EVERGREEN HOUSE FOUNDATION INC EVER 4438409585 4545 N CHARLES ST BALTIMORE MD 21210 FREDERICK S KOONTZ DIRECTOR 4438409585 2025-02-04 1 1 JOHN B KINCAID JR P00253665 4108281961 2025-02-04 2023 2025-03-06 01:10:19Z FREDERICK S KOONTZ 3801 CANTERBURY ROAD APT 812 BALTIMORE MD 21218 62740 0 X WWW.MUSEUMS.JHU.EDU/EVERGREEN X CHARITABLE FOUNDATION 1952 MD TO PROMOTE SCHOLARSHIP AND COMMITMENT TO THE ARTS BY PROVIDING AN IMPORTANT CULTURAL AND EDUCATIONAL COLLECTION OPEN TO THE PUBLIC. 14 14 0 0 0 0 11092 55528 3098 3240 2448 3972 0 0 16638 62740 340762 354534 0 0 0 0 0 0 0 68964 84014 409726 438548 -393088 -375808 8481611 8893879 108530 108545 8373081 8785334 TO PROMOTE SCHOLARSHIP AND COMMITMENT TO THE ARTS BY BEING AN IMPORTANT CULTURAL AND EDUCATIONAL FACILITY OPEN TO THE PUBLIC. 0 0 402083 354534 3240 TO PROMOTE SCHOLARSHIP AND COMMITMENT TO THE ARTS BY BEING AN IMPORTANT CULTURAL AND EDUCATIONAL FACILITY OPEN TO THE PUBLIC. 402083 1 1 0 0 0 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 MD X FREDERICK S KOONTZ 4438409585 4545 NORTH CHARLES ST BALTIMORE MD 21210 X ANATH RANON DIRECTOR 1.00 X 0 0 0 CINDY KELLY DIRECTOR 1.00 X 0 0 0 DENNIS O'SHEA DIRECTOR 1.00 X 0 0 0 EDWARD K DUNN III DIRECTOR, VICE PRESIDENT 1.00 X X 0 0 0 FREDERICK KOONTZ PRESIDENT 3.00 X X 0 0 0 GENYA HOPKINS DIRECTOR 1.00 X 0 0 0 JAMES R GARRETT DIRECTOR 1.00 X 0 0 0 JANE D WOLTERECK DIRECTOR 1.00 X 0 0 0 JOHNS HOPKINS DIRECTOR 1.00 X 0 0 0 KYLE J BAUER DIRECTOR 1.00 X 0 0 0 MARYAN ALEXANDER DIRECTOR 1.00 X 0 0 0 R GARRETT BAINBRIDGE DIRECTOR 1.00 X 0 0 0 SUSAN TRIPP DIRECTOR 1.00 X 0 0 0 WESTON ROSS GARRETT DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 55528 55528 CONCERT REVENUE 711130 3240 3240 3240 3972 3972 62740 0 0 7212 354534 354534 10500 10500 25000 25000 16142 16142 CONCERTS 18907 18907 FINE ART 12500 12500 OTHER 750 750 BANK FEES 215 215 438548 402083 36465 0 182213 228117 130106 136076 8141219 8501613 28073 28073 8481611 8893879 108530 108545 108530 108545 X 8373081 8765976 19358 8373081 8785334 8481611 8893879 X -375808 788076 -15 X X 0 1 X 1 0 X X 1 JOHNS HOPKINS UNIVERSITY 520595110 2 1 334534 0 1 334534 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 1 1 PART IV, SECTION D, LINE 2: WHILE THERE IS NOT A SPECIAL REQUIREMENT THAT ONE OR MORE MEMBERS OF THE EVERGREEN HOUSE FOUNDATION'S BOARD BE SELECTED OR APPOINTED BY JOHNS HOPKINS UNIVERSITY, IT HAS BEEN THE LONG-STANDING PRACTICE TO HAVE CURRENT AND FORMER JOHNS HOPKINS UNIVERSITY STAFF AND BOARD MEMBERS SERVE ON THE EVERGREEN HOUSE FOUNDATION BOARD. FURTHER, THE PRESIDENT OF THE EVERGREEN HOUSE FOUNDATION MEETS PERIODICALLY WITH THE DEAN OF THE JOHNS HOPKINS UNIVERSITY LIBRARIES TO DISCUSS OPERATIONS OF JOHNS HOPKINS UNIVERSITY'S EVERGREEN MUSEUM AND LIBRARY. PART IV, SECTION E, LINE 2A: THE EVERGREEN HOUSE FOUNDATION SUBSTANTIALLY OWNS AND MAINTAINS THE COLLECTION HOUSED IN JOHNS HOPKINS UNIVERSITY'S EVERGREEN MUSEUM AND LIBRARY, AN IMPORTANT CULTURAL AND EDUCATIONAL FACILITY OPEN TO THE PUBLIC. THE FOUNDATION PROMOTES THE ATMOSPHERE OF SCHOLARSHIP AND COMMITMENT TO THE ARTS. PART IV, SECTION E, LINE 2B: THE COLLECTION DISPLAYED IN JOHNS HOPKINS UNIVERSITY'S EVERGREEN MUSEUM AND LIBRARY IS SUBSTANTIALLY OWNED AND MAINTAINED BY THE EVERGREEN HOUSE FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 DUE FROM JHU INVESTMENT ACCOUNT 8501613 F 8501613 PENSION LIABILITY 108545 108545 X 832822 788076 10246 798322 34500 25000 3240 28240 62740 420569 25928 25928 394641 25000 18907 43907 438548 PART X, LINE 2: MANAGEMENT OF THE FOUNDATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABIITY OF OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE FOUNDATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX, THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: JHU REIMBURSEMENT FOR PENSIONS LIABILITY SPECIAL EVENTS (CONCERT) PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS (CONCERT) PART XII, LINE 2D - OTHER ADJUSTMENTS: RETIREMENT BENEFIT PAYMENT CHANGE IN PENSION LIABILITY PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS (CONCERT) SCHEDULE D, PART III, LINE 1A & 4: THE FOUNDATION'S COLLECTIONS ARE SIGNIFICANT IN RELATION TO TOTAL ASSETS AND ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN, THROUGH THE LEADERSHIP OF THE BOARD OF TRUSTEES AND CURATORIAL STAFF. COLLECTION ITEMS ACQUIRED THROUGH DONATION OR PURCHASE ARE NOT CAPITALIZED AS ASSETS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED IN THE YEAR IN WHICH THE ITEMS WERE ACQUIRED AS DECREASES IN NET ASSETS. THE FOUNDATION'S COLLECTIONS POLICY REQUIRES THAT PROCEEDS FROM THE SALE OF COLLECTIONS ITEMS BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. 1 JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD NO N4327B BALTIMORE MD 21211 520595110 501(C)(3) 344534 0 $10,000 SCHOLARSHIP PAID DIRECTLY TO INSTITUTION FOR BENEFIT OF ONE STUDENT. $334,534 GRANT FOR GENERAL SUPPORT OF THE ORGANIZATION. MICA 1300 W MT ROYAL AVE BALTIMORE MD 21217 520591661 501(C)(3) 10000 0 $10,000 SCHOLARSHIP PAID DIRECTLY TO INSTITUTION FOR BENEFIT OF ONE STUDENT. PART I, LINE 2: SCHOLARSHIP GRANTS: THE SCHOLARSHIP COMMITTEE MONITORS THE USE OF THE FUNDS AND MEETS EACH YEAR WITH THE STUDENTS DESIGNATED BY EACH INSTITUTION TO RECEIVE SCHOLARSHIP GRANTS. GRANT TO JOHNS HOPKINS UNIVERSITY FOR GENERAL SUPPORT: BEFORE THE END OF EACH FISCAL YEAR, THE FULL BOARD REVIEWS THE ANNUAL BUDGET WITH THE EVERGREEN MUSEUM & LIBRARY'S DIRECTOR-CURATOR. FORM 990, PART VI, SECTION A, LINE 2 THERE ARE RELATED FAMILY MEMBERS ON THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY -15. JOHNS HOPKINS UNIVERSITY 3400 NORTH CHARLES STREET BALTIMORE MD 21218 EDUCATION MD 501(C)(3) LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 JOHNS HOPKINS UNIVERSITY B 334534 CASH