JOHNS HOPKINS HOSPITAL ENDOWMENT FUND INCORPORATED: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOHNS HOPKINS HOSPITAL ENDOWMENT FUND INCORPORATED (EIN 23-7252596)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-10
- IRS object ID
- 201301309349302625
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T14:53:06-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237252596 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNS HOPKINS HOSPITAL ENDOWMENT FUND I | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 4439975724 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3910 KESWICK RD SOUTH BLDG 4TH | AddressLine1 |
| Address Line2 | FLOOR NO 4300A | AddressLine2 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21211 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD J WERTHMAN | Name |
| Title | VP FINANCE & TREASURER | Title |
| Phone | 4439975724 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RONALD J WERTHMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3910 KESWICK RD STE 4300A | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44318696 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | HOLDING AND MANAGING THE ENDOWMENT AND CERTAIN OTHER FUNDS WHICH BENEFIT CERTAIN AFFILIATES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 182148 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 166121 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 19293964 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17386648 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7844827 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6906337 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 577604 | OtherRevenuePriorYear |
| Other Revenue Current Year | 389803 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27716395 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24682788 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 16551688 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 21955983 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3635829 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3690883 | OtherExpensePriorYear |
| Other Expenses Current Year | 5059799 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20242571 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27015782 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7473824 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2332994 | RevenuesLessExpensesCY |
| Total Assets BOY | 597550037 | TotalAssetsBOY |
| Total Assets EOY | 594064987 | TotalAssetsEOY |
| Total Liabilities BOY | 41019757 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 39653118 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 556530280 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 554411869 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE JOHNS HOPKINS HOSPITAL ENDOWMENT FUND INC. HOLDS AND MANAGE THE ENDOWMENT AND CERTAIN OTHER FUNDS WHICH BENEFIT CERTAIN AFFILIATES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 22311490 | Expense |
| Grants | 21955983 | Grants |
| Description | THE JOHNS HOPKINS HOSPITAL ENDOWMENT FUND (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. | Description |
| Total Program Service Expense | 22311490 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4439975724 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3910 KESWICK RD SOUTH BLDG 4TH | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| RONALD R PETERSON | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| GEORGE L BUNTING JR | ||||||
| CHAIRMAN/PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| EDWARD L CAHILL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRANK A BONSAL JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRANCIS C RIENHOFF | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHARLES H SALISBURY JR | ||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| CALMAN J ZAMOISKI JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRANCIS B BURCH JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TRACI S LERNER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER W KERSEY MD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RONALD J WERTHMAN | ||||||
| VP & TREASURER | 1.00 | X | 0 | 0 | 0 | |
| STUART ERDMAN | ||||||
| ASSIST TREAS & SEC. | 1.00 | X | 0 | 0 | 0 | |
| THOMAS B TRZCINSKI | ||||||
| ASSISTANT SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNS HOPKINS UNIVERSTIY | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 E 33RD STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21218 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT ADVISORY | DescriptionOfServices |
| Compensation | 474896 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 17386648 | AllOtherContributions |
| Total Contributions | 17386648 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21502334 | TotalRevenueColumn |
| Exclusion | $21,502,334 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5039911 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19635908 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -14595997 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14595997 | TotalRevenueColumn |
| Exclusion | -$14,595,997 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP K-1S | Description |
| Business Code | 525990 | BusinessCode |
| Total Revenue Column | 389803 | TotalRevenueColumn |
| Unrelated Business Revenue | 182148 | UnrelatedBusinessRevenue |
| Exclusion | $207,655 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 389803 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24682788 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 182148 | UnrelatedBusinessRevenue |
| Exclusion | $7,113,992 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21955983 | Total |
| Program Services | 21955983 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51950 | Total |
| Management And General | 51950 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355507 | Total |
| Program Services | 355507 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FUNDRAISING | 3635829 | 3635829 | |
| ADMINISTRATION | 478553 | 478553 | |
| CIO MANAGEMENT FEE | 474896 | 474896 | |
| UBI TAXES | 63064 | 63064 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27015782 | Total |
| Program Services | 22311490 | ProgramServices |
| Management And General | 1068463 | ManagementAndGeneral |
| Fundraising | 3635829 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20897219 | BOY |
| EOY | 26757173 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2508613 | BOY |
| EOY | 2244816 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3023910 | BOY |
| EOY | 2667108 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13701128 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7325608 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6469823 | BOY |
| EOY | 6375520 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172828 | BOY |
| EOY | 172828 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 564477644 | BOY |
| EOY | 555847542 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 597550037 | BOY |
| EOY | 594064987 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10564662 | BOY |
| EOY | 8977619 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2658724 | BOY |
| EOY | 3554759 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27796371 | BOY |
| EOY | 27120740 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41019757 | BOY |
| EOY | 39653118 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 266159554 | BOY |
| EOY | 258797825 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197474546 | BOY |
| EOY | 202339897 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92896180 | BOY |
| EOY | 93274147 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 556530280 | BOY |
| EOY | 554411869 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 597550037 | BOY |
| EOY | 594064987 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2332994 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 214583 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| THE JOHNS HOPKINS HOSPITAL | |||||
| 520591656 | 3 | 1 | 1 | 1 | $8,135,778 |
| JOHNS HOPKINS BAYVIEW MEDICAL CENTER | |||||
| 521341890 | 3 | 1 | 1 | 1 | $0 |
| JOHNS HOPKINS MEDICAL SERVICES CORPORATION | |||||
| 521232569 | 3 | 1 | 1 | 1 | $0 |
| HOWARD COUNTY GENERAL HOSPITAL | |||||
| 522093120 | 3 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 8135778 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2412549 | InvestmentCostOrOtherBasis |
| Book Value | 2412549 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 7175786 | InvestmentCostOrOtherBasis |
| Depreciation | 4312434 | Depreciation |
| Book Value | 2863352 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 269244 | InvestmentCostOrOtherBasis |
| Depreciation | 176635 | Depreciation |
| Book Value | 92609 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1715231 | InvestmentCostOrOtherBasis |
| Depreciation | 1223846 | Depreciation |
| Book Value | 491385 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2128318 | InvestmentCostOrOtherBasis |
| Depreciation | 1612693 | Depreciation |
| Book Value | 515625 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6375520 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (13 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS HELD BY OTHERS - CASH | 2210170 |
| ASSETS HELD BY OTHERS - DEBT | 29623610 |
| ASSETS HELD BY OTHERS - EQUITY | 54518469 |
| ASSETS HELD OTHERS REAL ESTATE | 2112626 |
| ASSETS HELD BY OTHERS - INVEST | 67868678 |
| OTHER ASSETS | 2872169 |
| ASSETS HELD BY OTHERS - ALTERNATIVE INVESTMENTS | 1989222 |
| COMBINED INVESTMENT POOL - CASH | 21326419 |
| COMBINED INVESTMENT POOL - DEBT | 32160128 |
| COMBINED INVESTMENT POOL - EQUITY | 116483238 |
| COMBINED INVESTMENT POOL - ALTERNATIVE INVESTMENT | 212826108 |
| REAL EATATE | 1897705 |
| EQUITY INVESTMENT IN AFFILIATES | 9959000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 555847542 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSETS HELD IN TRUST FOR OTHER | Description |
| Amount | $27,120,740 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 27120740 | TotalOfAmounts |
| Total Revenue | 24682788 | TotalRevenue |
| Total Expenses | 27015782 | TotalExpenses |
| Excess Or Deficit For Year | -2332994 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 438841 | NetUnrealizedGLOnInvestments |
| Other | -$224,258 | OtherAmount |
| Total Adjustments | 214583 | TotalAdjustments |
| Excess Or Deficit Per FS | -2118411 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 35824123 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 438841 | NetUnrealizedGainsInvestments |
| Other Revenues | 13709422 | OtherRevenues |
| Revenue Not Rptd F990 | 14148263 | RevenueNotRptdF990 |
| Revenue Subtotal | 21675860 | RevenueSubtotal |
| Other Revenues Not Included | 3006928 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3006928 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24682788 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 37942534 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 13513242 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 13513242 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24429292 | ExpensesSubtotal |
| Other Expenses Not Included | 2586490 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2586490 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27015782 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | FASB'S 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, 2012 AND 2011. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NET GAIN FROM JHSHC LP - SEP. TAX RETURN 196,180. INVEST IN JHSHC LP - BOOK TO TAX DIFF -420,438. TOTAL TO SCHEDULE D, PART XI, LINE 8: -224,258. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INCOME FROM JHSHC - SEP RETURN 2,075,995. NET ASSETS RELEASED FROM RESTRICTION 11,633,427. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES RECLASSED FROM INCOME 2,586,490. BOOK TO TAX DIFF - JHSHC 420,438. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM JHSHC - SEP. RETURN 1,879,815. NET ASSETS RELEASED FROM RESTRICTION 11,633,427. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES RECLASSED FROM INCOME 2,586,490. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| THE JOHNS HOPKINS HOSPITAL | |||||||
| 3910 KESWICK RD STE 4300A | BALTIMORE | MD | 21211 | 520591656 | 501(C)(3) | 180679 | PATIENT CARE |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | 520595110 | 501(C)(3) | 6875797 | MEDICAL RESEARCH |
| THE JOHNS HOPKINS HOSPITAL | |||||||
| 3910 KESWICK RD STE 4300A | BALTIMORE | MD | 21211 | 520591656 | 501(C)(3) | 2817519 | GENERAL OPERATIONS AND CAPITAL PROJECTS |
| THE JOHNS HOPKINS HOSPITAL | |||||||
| 3910 KESWICK RD STE 4300A | BALTIMORE | MD | 21211 | 520591656 | 501(C)(3) | 2973019 | DEVELOPMENT AND SPECIAL PURPOSE |
| JOHNS HOPKINS HEALTH SYSTEM CORPORATION | |||||||
| 3910 KESWICK RD STE 4300A | BALTIMORE | MD | 21211 | 521465301 | 501(C)(3) | 170803 | GENERAL OPERATIONS AND CAPITAL PROJECTS |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | 520595110 | 501(C)(3) | 6773605 | OTHER |
| THE JOHNS HOPKINS HOSPITAL | |||||||
| 3910 KESWICK RD STE 4300A | BALTIMORE | MD | 21211 | 520591656 | 501(C)(3) | 2164561 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 11 | A COPY OF THE FORM 990 IS SENT BY EMAIL TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS A PART OF THE ANNUAL FINANCIAL AUDIT CONFIRMATION PROCESS PROVIDED ONLINE. ALL OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO COMPLY ON AN ANNUAL BASIS. | |
| 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 5: | NET UNREALIZED GAINS ON INVESTMENTS: 438,841. NET GAIN FROM JHSHC LP - SEP. TAX RETURN 196,180. INVEST IN JHSHC LP - BOOK TO TAX DIFF -420,438. TOTAL TO FORM 990, PART XI, LINE 5: 214,583. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 224258 | 1318986 | 0 | $182,148 | 0 | |
| JOHNS HOPKINS BROADWAY ACQUISITION AND DEVELOPMENT SERIES | ||||||||||||||
| 3910 KESWICK RD S BLDG STE 4300A | BALTIMORE | MD | 21211 | 522284576 | LAND HOLDING | MD | INVESTMENT | 220039 | 9943951 | 0 | 0 | N/A | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNS HOPKINS SUBURBAN HEALTH CENTER LP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionType |
| Amount Involved | 103982 | AmountInvolved |
Comments