2025-05-13T08:14:17-05:00 2024-06-30 990 2023-07-01 237252596 JOHNS HOPKINS HOSPITAL ENDOWMENT FUND INC JOHN 4439975724 3910 KESWICK RD S BLDG 4300A BALTIMORE MD 21211 GREGORY P MILLER SECRETARY & TREASURER 4439975724 2025-05-13 1 2023 2025-03-06 01:10:19Z GREGORY P MILLER 3910 KESWICK RD STE 4300A BALTIMORE MD 21211 16145741 0 X N/A X 1972 MD HOLDING AND MANAGING THE ENDOWMENT AND CERTAIN OTHER FUNDS WHICH BENEFIT CERTAIN AFFILIATES. 9 9 0 9 -82352 0 1633491 460362 0 0 11857257 15558771 625327 126608 14116075 16145741 27702709 25352017 0 0 0 0 0 0 3820118 6719324 6358198 34422033 31710215 -20305958 -15564474 838505515 890216473 39257201 40652879 799248314 849563594 THE JOHNS HOPKINS HOSPITAL ENDOWMENT FUND, INC. HOLDS AND MANAGE THE ENDOWMENT AND CERTAIN OTHER FUNDS WHICH BENEFIT CERTAIN AFFILIATES. 0 0 25352017 25352017 0 THE JOHNS HOPKINS HOSPITAL ENDOWMENT FUND, INC. (THE FUND) SUPPORTS THE JOHNS HOPKINS HOSPITAL, JOHNS HOPKINS BAYVIEW MEDICAL CENTER, JOHNS HOPKINS MEDICAL SERVICES CORPORATION AND HOWARD COUNTY GENERAL HOSPITAL. THE FUND SUPPORTS THE ACTIVITIES OF THESE ORGANIZATIONS SUCH AS PATIENT CARE, CAPITAL PROJECTS, RESEARCH AND EDUCATION. 25352017 1 1 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE CORPORATION 4439975724 3910 KESWICK RD SOUTH BLDG 4TH BALTIMORE MD 21211 X KEVIN W SOWERS MSN RN FAAN TRUSTEE, EX OFFICIO 1.00 10.00 X 0 0 0 PHILIP A CLOUGH TRUSTEE 1.00 X 0 0 0 THEODORE DEWEESE MD TRUSTEE/EX OFFICIO 1.00 1.00 X 0 0 0 CHRISTOPHER W KERSEY MD TRUSTEE 1.00 X 0 0 0 TRACI S LERNER CHAIRMAN/ PRESIDENT 1.00 X X 0 0 0 GEORGE L BUNTING JR VICE CHAIRMAN/TRUSTEE 1.00 1.00 X 0 0 0 MAYO A SHATTUCK III TRUSTEE/EX OFFICIO 1.00 X 0 0 0 INA R DREW TRUSTEE 1.00 X 0 0 0 REDONDA G MILLER MD TRUSTEE 1.00 X 0 0 0 GREGORY P MILLER TREASURER& SECRETARY 1.00 X 0 0 0 CHARLES ROGERS ASST. TREASURER & ASST. SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 JOHNS HOPKINS UNIVERSITY 1101 E 33RD STREET BALTIMORE MD 21218 INVESTMENT ADVISORY 1051059 1 460362 460362 9934141 9934141 5624630 0 5624630 5624630 5624630 PARTNERSHIP K-1S 525990 126608 -82352 208960 126608 16145741 0 -82352 15767731 25352017 25352017 68005 68005 FUNDRAISING 3820118 0 0 3820118 ADMINISTRATION 1419016 0 1419016 0 CIO MANAGEMENT FEE 1051059 0 1051059 31710215 25352017 2538080 3820118 58775938 54760176 114829 206522 779614748 835249775 838505515 890216473 4651078 3758575 34606123 36894304 39257201 40652879 X 379532692 402518957 419715622 447044637 799248314 849563594 838505515 890216473 X -15564474 65704362 175392 X 0 1 X 1 0 X X 4 THE JOHNS HOPKINS HOSPITAL 520591656 3 1 13609986 0 JOHNS HOPKINS BAYVIEW MEDICAL CENTER 521341890 3 1 0 0 JOHNS HOPKINS MEDICAL SERVICES CORPORATION 521232569 3 1 0 0 HOWARD COUNTY GENERAL HOSPITAL 522093120 3 1 0 0 4 13609986 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. QUESTION 3 A TRUSTEE OF THE JOHNS HOPKINS HOSPITAL ENDOWMENT FUND, INC. MUST BE A TRUSTEE OF ALL THE SUPPORTED ORGANIZATIONS. THE TRUSTEE MUST ALSO BE THE PRESIDENT OF JHHS WHICH IS THE PARENT ORGANIZATION OF EACH OF THE SUPPORTED ORGANIZATIONS. THE TRUSTEE IS AN ACTIVE DECISION MAKING MEMBER FOR THE SUPPORTING AND SUPPORTED ORGANIZATIONS. PART IV, SECTION E, QUESTION 2 A THE JOHNS HOPKINS HOSPITAL ENDOWMENT FUND, INC. PROVIDES GRANTS TO THE JOHNS HOPKINS HOSPITAL TO ASSIST WITH FUNDING FOR PATIENT CARE TO A CHARITABLE CLASS TO FURTHER THEIR MISSION. PART IV, SECTION E. QUESTION 2 B THE EXEMPT PURPOSE OF THE JOHNS HOPKINS HOSPITAL IS TO PROVIDE MEDICAL CARE FOR THE SICK AND THE INJURED AND ASSIST IN THE PROMOTION OF HEALTH, THE PREVENTION OF DISEASE AND THE REHABILITATION OF THE DISABLED AND HANDICAPPED, REGARDLESS OF AGE, SEX, RACE, COLOR, CREED, NATIONAL ORIGIN OR FINANCIAL STATUS. JOHNS HOPKINS HOSPITAL ENDOWMENT PROVIDES FUNDING FOR MEDICAL CARE FOR THOSE IN FINANCIAL NEED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ASSETS HELD BY OTHERS - CASH 3506659 ASSETS HELD BY OTHERS - DEBT 31868514 ASSETS HELD BY OTHERS - EQUITY 95566738 ASSETS HELD OTHERS REAL ESTATE 1534703 ASSETS HELD BY OTHERS - INVEST 89260808 OTHER ASSETS 1059468 INTEREST RECEIVABLE 238207 ASSETS HELD BY OTHERS - ALTERNATIVE INVESTMENTS 4845270 COMBINED INVESTMENT POOL - DEBT 71706686 COMBINED INVESTMENT POOL - EQUITY 197490186 COMBINED INVESTMENT POOL - ALTERNATIVE INVESTMENT 324401523 REAL ESTATE 1494011 EQUITY INVESTMENT IN AFFILIATES 12277002 835249775 ASSETS HELD IN TRUST FOR OTHER 36894304 36894304 X 88212527 65704362 10785992 76490354 11722173 4423568 4423568 16145741 37897247 10610600 10610600 27286647 4423568 4423568 31710215 PART X, LINE 2: FASB GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY OF INCOME TAX POSITIONS. THIS GUIDANCE DEFINES THE THRESHOLD FOR RECOGNIZING TAX RETURN POSITIONS IN THE FINANCIAL STATEMENTS AS MORE LIKELY THAN NOT THAT THE POSITION IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THIS GUIDANCE ALSO PROVIDES GUIDANCE ON THE MEASUREMENT, CLASSIFICATION AND DISCLOSURE OF TAX RETURN POSITIONS IN THE FINANCIAL STATEMENTS. THE ENDOWMENT CORPORATION HAS ADOPTED THIS GUIDANCE, AND THERE WAS NO IMPACT ON ITS FINANCIAL STATEMENTS DURING THE YEARS ENDED JUNE 30, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 10,610,600. PARTNERSHIP BOOK TO TAX DIFF 175,392. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES RECLASSED FROM INCOME 4,423,568. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 10,610,600. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES RECLASSED FROM INCOME 4,423,568. 1 JOHNS HOPKINS HEALTH SYSTEM CORPORATION 3910 KESWICK RD STE 4300A BALTIMORE MD 21211 521465301 501(C)(3) 263371 0 GENERAL OPERATIONS AND CAPITAL PROJECTS JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 520595110 501(C)(3) 6559576 0 MEDICAL RESEARCH JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 520595110 501(C)(3) 4919084 0 OTHER THE JOHNS HOPKINS HOSPITAL 3910 KESWICK RD STE 4300A BALTIMORE MD 21211 520591656 501(C)(3) 3839231 0 DEVELOPMENT AND SPECIAL PURPOSE THE JOHNS HOPKINS HOSPITAL 3910 KESWICK RD STE 4300A BALTIMORE MD 21211 520591656 501(C)(3) 3975459 0 GENERAL OPERATIONS AND CAPITAL PROJECTS THE JOHNS HOPKINS HOSPITAL 3910 KESWICK RD STE 4300A BALTIMORE MD 21211 520591656 501(C)(3) 5466360 0 OTHER THE JOHNS HOPKINS HOSPITAL 3910 KESWICK RD STE 4300A BALTIMORE MD 21211 520591656 501(C)(3) 328936 0 PATIENT CARE 3 0 PART I, LINE 2: THE BOARD OF TRUSTEES HAS DELEGATED THE FACILITATION AND ACCOUNTING FOR ALL GRANT PROGRAMS ADMINISTERED BY JOHNS HOPKINS HOSPITAL ENDOWMENT FUND, INC TO THE OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES SERVING ON THE BOARD MUST BE AN ELECTED, EX-OFFICIO OR EMERITUS TRUSTEE OF THE JOHNS HOPKINS HEALTH SYSTEM CORPORATION, THE JOHNS HOPKINS HOSPITAL, JOHNS HOPKINS BAYVIEW MEDICAL CENTER, INC., THE JOHNS HOPKINS MEDICAL SERVICES CORPORATION OR HOWARD COUNTY GENERAL HOSPITAL, INC. THE JOHNS HOPKINS HOSPITAL, JOHNS HOPKINS BAYVIEW MEDICAL CENTER, INC., JOHNS HOPKINS MEDICAL SERVICES CORPORATION AND HOWARD COUNTY GENERAL HOSPITAL, INC. ARE ORGANIZATIONS SUPPORTED BY JOHNS HOPKINS HOSPITAL ENDOWMENT FUND, INC. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED ELECTRONICALLY TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S TRUSTEES AND APPROPRIATE OFFICERS, WHO ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS AND PROVIDE FEEDBACK BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY IS A PART OF THE ANNUAL DISCLOSURE STATEMENT PROCESS. ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO REPORT ANY CONFLICTS OF INTEREST AND TO COMPLY WITH THE CONFLICT-OF-INTEREST POLICY. CONFLICTS OF INTEREST ARE DETEREMINED AT A HEALTH SYSTEM LEVEL AND INCLUDE THE ORGANIZATION AND ALL OF ITS AFFILIATES. THE ORGANIZATION'S LEGAL DEPARTMENT IS RESPONSIBLE FOR REVIEWING ALL THE ACTUAL OR POTENTIAL CONFLICTS OF INTERESTS AND FOR DETERMINING APPROPRIATE ACTION TO ELIMINATE OR MANAGE THE CONFLICT OF INTEREST. IF A CONFLICT ARISES, THE AFFECTED MEMBER MUST (1) REFRAIN FROM ANY ATTEMPTS TO EITHER DIRECTLY OR INDIRECTLY INFLUENCE THE DECISION MAKING PROCESS IN WHICH THERE EXISTS A POTENTIAL FOR CONFLICTS OF INTEREST; (2) REFRAIN FROM PARTICIPATING IN ANY DISCUSSIONS LEADING TO TEH APPROVAL OR DISAPPROVAL OF THE TRANSACTION CREATING TEH CONFLICT, EXCEPT TO DISCLOSE MATERIAL FACTS RELATING TO THE CONFICT; AND (3) ABSTAIN FROM VOTING ON THE TRANSACTION CREATING THE CONFLICT OR TRANSMITTING ANY OTHER OPINION, INCLUDING NOT BEING PRESENT IN THE ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. FURTHERMORE, THE ORGANIZATION'S INTERMEDIATE SANCTIONS TRANSACTION REVIEW COMMITTEE REVIEWS AND DETERMINES WHETHER A PROPOSED TRANSACTION BETWEEN A TRUSTEE, OFFICER, KEY EMPLOYEE OR DISQAULIFIED PERSON AND THE ORGANIZATION WOULD CREATE AN EXCESS BENEFIT TO SUCH TRUSTEE, OFFICER, KEY EMPLOYEE OR A DISQAULIFIED PERSON, OR WHETHER SUCH PROPOSED TRANSACTION QUALIFIES FOR A REBUTABLE PRESUMPTION AGAINST EXCESS BENEFIT. FORM 990, PART VI, SECTION B, LINE 15 JOHNS HOPKINS HOSPITAL ENDOWMENT FUND, INC. DOES NOT COMPENSATE OFFICERS, DIRECTORS OR TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 INTERNAL POLICIES, INCLUDING CONFLICT OF INTEREST POLICY, ARE PROVIDED TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, THE GOVERNING DOCUMENTS HAVE BEEN MADE AVAILABLE IN THE PUBLIC FILING WITH THE STATE OF MARYLAND AND THE INTERNAL REVENUE SERVICE. FORM 990, PART XI, LINE 9: PARTNERSHIP - BOOK TO TAX DIFF 175,392. THE JOHNS HOPKINS HOSPITAL 3910 KESWICK RD S BLDG STE 4300A BALTIMORE MD 21211 520591656 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION 0 HOWARD COUNTY GENERAL HOSPITAL INC 3910 KESWICK RD S BLDG STE 4300A BALTIMORE MD 21211 522093120 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION 0 JOHNS HOPKINS BAYVIEW MEDICAL CENTER INC 3910 KESWICK RD S BLDG STE 4300A BALTIMORE MD 21211 521341890 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION 0 JOHNS HOPKINS MEDICAL SERVICES CORPORATION 3910 KESWICK RD S BLDG STE 4300A BALTIMORE MD 21211 521232569 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION 0 JOHNS HOPKINS SUBURBAN HEALTH CENTER LP 3910 KESWICK RD S BLDG STE 4300A BALTIMORE MD 21211 521845934 REAL ESTATE MD JOHNS HOPKINS HOSPITAL ENDOWMENT FUND INC UNRELATED -35905 6108845 0 -82352 0 0.80000 JOHNS HOPKINS BROADWAY ACQUISITION AND DEVELOPMENT SERIES 3910 KESWICK RD S BLDG STE 4300A BALTIMORE MD 21211 522284576 LAND HOLDING MD N/A INVESTMENT 162513 7538232 0 0 0.50000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0