2026-05-14T09:34:24-05:00 2025-06-30 990 2024-07-01 237252596 JOHNS HOPKINS HOSPITAL ENDOWMENT FUND INC JOHN 4439975724 600 N WOLFE ST 5400 BALTIMORE MD 21287 GREGORY P MILLER SECRETARY & TREASURER 4439975724 2026-05-14 1 2024 2025-03-06 01:10:19Z X GREGORY P MILLER 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 14509763 0 X N/A X 1972 MD HOLDING AND MANAGING THE ENDOWMENT AND CERTAIN OTHER FUNDS WHICH BENEFIT CERTAIN AFFILIATES. 10 10 0 0 7184 393 460362 974462 0 0 15558771 13730124 126608 -194823 16145741 14509763 25352017 52044787 0 0 0 0 0 0 4083796 6358198 6463386 31710215 58508173 -15564474 -43998410 890216473 939712277 40652879 42664904 849563594 897047373 THE JOHNS HOPKINS HOSPITAL ENDOWMENT FUND, INC. HOLDS AND MANAGES THE ENDOWMENT AND CERTAIN OTHER FUNDS WHICH BENEFIT CERTAIN AFFILIATES. 0 0 52044787 52044787 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. 52044787 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 1 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE CORPORATION 4439975724 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 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 VICE CHAIRMAN/TRUSTEE 1.00 X X 0 0 0 GEORGE L BUNTING JR TRUSTEE 1.00 X 0 0 0 MAYO A SHATTUCK III TRUSTEE/EX OFFICIO 1.00 X 0 0 0 INA R DREW CHAIRMAN/ PRESIDENT 1.00 X X 0 0 0 REDONDA G MILLER MD TRUSTEE 1.00 X 0 0 0 ERIC M KOBREN TRUSTEE 1.00 X 0 0 0 GREGORY P MILLER TREASURER& SECRETARY 1.00 X 0 0 0 CHARLES ROGERS ASST. TREASURER & ASST. SE 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 968436 1 974462 974462 9733170 9733170 3996954 0 3996954 3996954 3996954 PARTNERSHIP K-1S 525990 -194823 7184 -202007 -194823 14509763 0 7184 13528117 52044787 52044787 71714 71714 FUNDRAISING 4083796 0 0 4083796 ADMINISTRATION 1339440 0 1339440 0 CIO MANAGEMENT FEE 968436 0 968436 0 58508173 52044787 2379590 4083796 54760176 32544984 206522 214060 835249775 906953233 890216473 939712277 3758575 2840648 36894304 39824256 40652879 42664904 X 402518957 410205391 447044637 486841982 849563594 897047373 890216473 939712277 X -43998410 90736366 745823 X 0 1 X 1 0 X X 4 THE JOHNS HOPKINS HOSPITAL 520591656 3 1 42076099 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 42076099 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 AT ALL TIMES, AT LEAST ONE TRUSTEE OF THE JOHNS HOPKINS HOSPITAL ENDOWMENT FUND, INC. MUST ALSO BE A TRUSTEE OF EACH OF THE SUPPORTED ORGANIZATIONS. SUCH TRUSTEE IS ALSO AN ACTIVE PARTICIPANT IN GOVERNANCE AND DECISION MAKING 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 4126603 ASSETS HELD BY OTHERS - DEBT 31007876 ASSETS HELD BY OTHERS - EQUITY 104058594 ASSETS HELD OTHERS REAL ESTATE 1475434 ASSETS HELD BY OTHERS - INVEST 94594089 OTHER ASSETS 1092415 INTEREST RECEIVABLE 187413 ASSETS HELD BY OTHERS - ALTERNATIVE INVESTMENTS 6395452 COMBINED INVESTMENT POOL - DEBT 67586308 COMBINED INVESTMENT POOL - EQUITY 168315901 COMBINED INVESTMENT POOL - ALTERNATIVE INVESTMENT 413966134 REAL ESTATE 1494011 EQUITY INVESTMENT IN AFFILIATES 12653003 906953233 ASSETS HELD IN TRUST FOR OTHER 39824256 39824256 X 112873603 90736366 11974667 102711033 10162570 4347193 4347193 14509763 65389824 11228844 11228844 54160980 4347193 4347193 58508173 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, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 11,228,844. PARTNERSHIP BOOK TO TAX DIFF 745,823. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES RECLASSED FROM INCOME 4,347,193. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 11,228,844. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES RECLASSED FROM INCOME 4,347,193. 1 JOHNS HOPKINS HEALTH SYSTEM CORPORATION 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 521465301 501(C)(3) 256952 0 GENERAL OPERATIONS AND CAPITAL PROJECTS JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 520595110 501(C)(3) 6641118 0 MEDICAL RESEARCH JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 520595110 501(C)(3) 3070618 0 OTHER THE JOHNS HOPKINS HOSPITAL 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 520591656 501(C)(3) 3877223 0 DEVELOPMENT AND SPECIAL PURPOSE THE JOHNS HOPKINS HOSPITAL 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 520591656 501(C)(3) 4053533 0 GENERAL OPERATIONS AND CAPITAL PROJECTS THE JOHNS HOPKINS HOSPITAL 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 520591656 501(C)(3) 4255213 0 OTHER THE JOHNS HOPKINS HOSPITAL 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 520591656 501(C)(3) 1890130 0 PATIENT CARE THE JOHNS HOPKINS HOSPITAL 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 520591656 501(C)(3) 28000000 0 MEDICAL RESEARCH 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 EACH BE AN ELECTED, EX-OFFICIO OR EMERITUS TRUSTEE OF ONE OF THE FOLLOWING ORGANIZATIONS: 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., OR MUST BE THE CURRENT PRESIDENT OR PRESIDENT EMERITUS OF THE JOHNS HOPKINS HEALTH SYSTEM CORPORATION. THE JOHNS HOPKINS HOSPITAL, JOHNS HOPKINS BAYVIEW MEDICAL CENTER,INC., JOHNS HOPKINS MEDICAL SERVICES CORPORATION AND HOWARD COUNTY GENERAL HOSPITAL, INC. ARE SUPPORTED ORGANIZATIONS OF THE 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 DETERMINED AT A HEALTH SYSTEM LEVEL AND INCLUDE THE ORGANIZATION AND ALL OF ITS AFFILIATES. THE ORGANIZATION'S LEGAL DEPARTMENT IS RESPONSIBLE FOR REVIEWING ALL OF 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 THE APPROVAL OR DISAPPROVAL OF THE TRANSACTION CREATING THE CONFLICT, EXCEPT TO DISCLOSE MATERIAL FACTS RELATING TO THE CONFLICT; 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 DISQUALIFIED PERSON AND THE ORGANIZATION WOULD CREATE AN EXCESS BENEFIT TO SUCH TRUSTEE, OFFICER, KEY EMPLOYEE OR A DISQUALIFIED PERSON, OR WHETHER SUCH PROPOSED TRANSACTION QUALIFIES FOR A REBUTTABLE 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 745,823. THE JOHNS HOPKINS HOSPITAL 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 520591656 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION 0 HOWARD COUNTY GENERAL HOSPITAL INC 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 522093120 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION 0 JOHNS HOPKINS BAYVIEW MEDICAL CENTER INC 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 521341890 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION 0 JOHNS HOPKINS MEDICAL SERVICES CORPORATION 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 521232569 HOSPITAL MD 501(C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION 0 JOHNS HOPKINS SUBURBAN HEALTH CENTER LP 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 521845934 REAL ESTATE MD JOHNS HOPKINS HOSPITAL ENDOWMENT FUND INC UNRELATED -358976 6694794 0 7184 0 0.80000 JOHNS HOPKINS BROADWAY ACQUISITION AND DEVELOPMENT SERIES 600 N WOLFE ST STE 5400 BALTIMORE MD 21287 522284576 LAND HOLDING MD N/A INVESTMENT 164153 7527386 0 0 0.50000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0