2011-05-10T07:57:17-05:00 2010-06-30 990 2009-07-01 237252596 JOHNS HOPKINS HOSPITAL ENDOWMENT FUND I JOHN 4439975724 1101 E 33RD STREET TERRACE LEVEL No E001 BALTIMORE MD 21218 RONALD J WERTHMAN 4439975724 2011-05-10 2009 2016-02-24 21:20:13Z RONALD J WERTHMAN 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 27076919 0 X N/A X 1972 MD HOLDING AND MANAGING THE ENDOWMENT AND CERTAIN OTHER FUNDS WHICH BENEFIT CERTAIN AFFILIATES. 9 9 0 0 235312 206225 3328184 1584650 0 7919522 10505273 233555 464031 11481261 12553954 15056320 14966513 0 0 0 4414921 4471455 5473739 19527775 20440252 -8046514 -7886298 463186857 507327602 38936072 39609979 424250785 467717623 THE JOHNS HOPKINS HOSPITAL ENDOWMENT FUND INC. HOLDS AND MANAGE THE ENDOWMENT AND CERTAIN OTHER FUNDS WHICH BENEFIT CERTAIN AFFILIATES. 0 0 15295953 14966513 0 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. 15295953 1 1 0 0 0 0 0 0 0 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 0 0 0 1 1 0 0 0 0 0 0 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 1101 E 33RD STREET TERRACE LEVEL BALTIMORE MD 21218 X RONALD R PETERSON 1.00 X X 0 0 0 GEORGE L BUNTING JR 1.00 X X 0 0 0 EDWARD L CAHILL 1.00 X 0 0 0 FRANK A BONSAL JR 1.00 X 0 0 0 FRANCIS C RIENHOFF 1.00 X 0 0 0 CHARLES H SALISBURY JR 1.00 X X 0 0 0 CALMAN J ZAMOISKI JR 1.00 X 0 0 0 C MICHAEL ARMSTRONG 1.00 X 0 0 0 TRACI S LERNER 1.00 X 0 0 0 RONALD J WERTHMAN 1.00 X 0 0 0 STUART ERDMAN 1.00 X 0 0 0 THOMAS B TRZCINSKI 1.00 X 0 0 0 0 0 0 0 0 0 0 JOHNS HOPKINS UNIVERSTIY 1101 E 33RD STREET BALTIMORE MD 21218 INVESTMENT ADVISORY 349030 1 1584650 1584650 20330861 20330861 4697377 14522965 -9825588 -9825588 -9825588 PARTNERSHIP K-1S 525990 464031 235312 228719 464031 12553954 0 235312 10733992 14966513 14966513 28630 28630 329440 329440 FUNDRAISING 4414921 4414921 CIO MANAGEMENT FEE 349030 349030 ADMINISTRATION 263718 263718 UBI TAXES 88000 88000 20440252 15295953 729378 4414921 3 26246426 31914404 1686290 1943877 3676532 3359983 13410983 6631468 6908154 6779515 722801 474742 423946654 462855078 463186857 507327602 11627735 10539075 4138283 3421599 23170054 25649305 38936072 39609979 X 207148750 229189998 139047533 156852550 78054502 81675075 424250785 467717623 463186857 507327602 X 0 1 1 X 0 X X X 0 0 0 THE JOHNS HOPKINS HOSPITAL 520591656 3 1 1 1 7123378 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 4 7123378 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2412548 2412548 6929252 4064134 2865118 269244 138001 131243 1693591 1046802 646789 2106348 1382531 723817 6779515 ASSETS HELD BY OTHERS - CASH 1278314 ASSETS HELD BY OTHERS - DEBT 31664018 ASSETS HELD BY OTHERS - EQUITY 44101612 ASSETS HELD OTHERS REAL ESTATE 1432352 ASSETS HELD BY OTHERS - INVEST 62806818 OTHER ASSETS 974900 INTEREST RECEIVABLE 2569 ASSETS HELD BY OTHERS - ALTERNATIVE INVESTMENTS 1052452 COMBINED INVESTMENT POOL - CASH 13951007 COMBINED INVESTMENT POOL - DEBT 16231920 COMBINED INVESTMENT POOL - EQUITY 98837029 COMBINED INVESTMENT POOL - ALTERNATIVE INVESTMENT 179176844 REAL EATATE 1872243 EQUITY INVESTMENT IN AFFILIATES 9473000 462855078 ASSETS HELD IN TRUST FOR OTHER 24329278 MINORITY INTS OF JHSHC LP 1320027 25649305 12553954 20440252 -7886298 51433112 -79976 51353136 43466838 69013296 51433112 7218940 58652052 10361244 2192710 2192710 12553954 25546461 7283504 7283504 18262957 2177295 2177295 20440252 Part XI, Line 8 - Other Adjustments: NET GAIN FROM JHSHC LP - SEP. TAX RETURN: -64564. INVEST IN JHSHC LP - BOOK TO TAX DIFF: -15412. Part XII, Line 2d - Other Adjustments: INCOME FROM JHSHC - SEP RETURN: 2097120. NET ASSETS RELEASED FROM RESTRICTION: 5483286. MINORITY SHARE IN JHSHC: -361466. Part XII, Line 4b - Other Adjustments: EXPENSES RECLASSED FROM INCOME: 2177295. BOOK TO TAX DIFF - JHSHC: 15415. Part XIII, Line 2d - Other Adjustments: EXPENSES FROM JHSHC - SEP. RETURN: 1800218. NET ASSETS RELEASED FROM RESTRICTION: 5483286. Part XIII, Line 4b - Other Adjustments: EXPENSES RECLASSED FROM INCOME: 2177295. 1 THE JOHNS HOPKINS HOSPITAL 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 520591656 501(C)(3) 497020 PATIENT CARE JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 520595110 501(C)(3) 6052325 MEDICAL RESEARCH THE JOHNS HOPKINS HOSPITAL 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 520591656 501(C)(3) 2463196 GENERAL OPERATIONS AND CAPITAL PROJECTS THE JOHNS HOPKINS HOSPITAL 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 520591656 501(C)(3) 3157581 DEVELOPMENT AND SPECIAL PURPOSE JOHNS HOPKINS HEALTH SYSTEM CORPORATION 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 521465301 501(C)(3) 186034 GENERAL OPERATIONS AND CAPITAL PROJECTS JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 520595110 501(C)(3) 1604776 OTHER THE JOHNS HOPKINS HOSPITAL 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 520591656 501(C)(3) 1005581 OTHER 3 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. 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 SECURED WEBSITE PROVIDES ACCESS TO A COPY OF THE FORM 990 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. THE JOHNS HOPKINS HOSPITAL 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 520591656 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION HOWARD COUNTY GENERAL HOSPITAL INC 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 522093120 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION JOHNS HOPKINS BAYVIEW MEDICAL CENTER INC 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 521341890 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION JOHNS HOPKINS MEDICAL SERVICES CORPORATION 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 521232569 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION JOHNS HOPKINS SUBURBAN HEALTH CENTER LP 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 521845934 REAL ESTATE MD N/A UNRELATED 298312 1018686 0 235312 0 JOHNS HOPKINS BROADWAY ACQUISITION AND DEVELOPMENT SERIES 1101 E 33RD STREET STE E001 BALTIMORE MD 21218 522284576 LAND HOLDING MD N/A INVESTMENT 222816 9458151 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHNS HOPKINS SUBURBAN HEALTH CENTER LP D 111808