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Bethesda Hospital Foundation: endowment and investment office
Bethesda Hospital Foundation Inc reports $31,908,781 in Schedule D endowment at March 11, 2021. This profile uses that legal filer's balance for Bethesda Hospital Foundation. Dated balance source
Key facts
- Public institution or system
- Bethesda Hospital Foundation
- Legal filer in linked tax return
- Bethesda Hospital Foundation Inc
- Institution type
- hospital foundation
- Location of filer
- Boynton Beach, FL
- EIN
- 59-6137805
- Selected financial measure
- endowment net assets
- Closing value
- $31,908,781
- Actual fiscal period end
- March 11, 2021
- Compiled list position
- 160 of 541
Reporting entity and financial scope
Selected Schedule D endowment of Bethesda Hospital Foundation Inc. Entity and reporting scope
The source date and measure control this entry. Similar hospital names do not establish that two returns cover the same funds. Endowment disclosure
Endowment size and annual history
| Fiscal period end | Endowment net assets, USD | Basis |
|---|---|---|
| 2017-03-11 | $23,906,658 | Schedule D Part V, line 1g |
| 2018-03-11 | $25,234,366 | Schedule D Part V, line 1g |
| 2019-03-11 | $25,503,129 | Schedule D Part V, line 1g |
| 2020-03-11 | $26,826,958 | Schedule D Part V, line 1g |
| 2021-03-11 | $31,908,781 | Schedule D Part V, line 1g |
The selected series moved from $26,826,958 at March 11, 2020 to $31,908,781 at March 11, 2021. That is a rise of $5,081,823, or 18.94% of the earlier closing balance. This arithmetic describes the change in the reported fund size. Gifts and amounts spent can also change the balance, so the percentage is not an investment performance result. Annual balance evidence
Reading the reported balances
The displayed 5-date series begins at $23,906,658 on March 11, 2017 and ends at $31,908,781 on March 11, 2021. Across those observations, the closing fund balance increased by $8,002,123. The smallest reported amount is $23,906,658 at March 11, 2017; the largest is $31,908,781 at March 11, 2021. Annual balance evidence
The series records 4 increases and 0 decreases between consecutive dates in the displayed series. Each interval compares two closing accounting values. The observation count describes the published history on this page and does not imply a complete history since the fund was established. Annual balance evidence
The current filing belongs to EIN 59-6137805. Its fiscal date remains separate from the dates of neighboring hospital entries in the compiled list. The endowment history follows the disclosed closing-balance fields rather than the return's total-assets line. Filing boundary
Endowment flows and spending
For the tax period ending March 11, 2021, Schedule D begins with $26,826,958 in endowment. The investment earnings, gains and losses line is $5,366,289. The earnings line is a dollar accounting amount. Calculating a time-weighted return would require information about the timing of external cash flows and the portfolio's return calculation. Schedule D roll-forward
The same Schedule D reports $284,466 for other expenditures for facilities and programs. These retain the tax form's labels. Their dollar amounts do not establish an annual spending policy based on average portfolio values. Disclosed endowment uses
The reported opening balance, additions and listed expenditures reconcile exactly to the closing balance. A zero residual confirms this accounting roll-forward; it does not validate an investment return calculation. Reconciliation inputs
Portfolio disclosure and investment oversight
Schedule D classifies the closing endowment as board-designated or quasi-endowment 74.6%, permanent endowment 3.91%, term endowment 21.49%. These percentages classify the legal restrictions on endowment funds. They do not describe investments in stocks, bonds or other asset classes. Restriction categories
The public return identifies officers for its own reporting period. Investment oversight titles from that period do not establish a current appointment. Dated public filing
Hospital finances and community benefit
The Form 990 for the period ending March 11, 2021 reports $0 in total assets, $15,727,989 in total revenue, $13,092,349 in total expenses. The return reports zero year-end total assets alongside the stated endowment line. These disclosures are retained as reported; no available operating resources are inferred from them. These are filer-wide figures. Total assets can include property, patient receivables and operating resources outside the endowment. Revenue and expenses describe annual activity; the endowment figure is a closing stock of assets. Tax-filing financial snapshot
No community-benefit dollar amount is assigned from this filer's available Schedule H fields. A hospital foundation can support care without operating a licensed hospital itself. Endowment expenditures therefore do not automatically equal the hospital's financial assistance or its total community-benefit expense. Filer financial record
Section 501(r) applies to hospital organizations operating one or more hospital facilities. A supporting foundation is not automatically a hospital operator. The IRS describes facility-level requirements covering community health needs assessments, financial assistance, limits on charges and billing and collection. This page makes no determination about the foundation's or a supported hospital's compliance. IRS hospital requirements
Comparison with our compiled hospital list
Bethesda Hospital Foundation is number 160 in our compiled list of 541 hospital-related endowment records. The entries below are nearby by selected dollar size. This is our own compilation of public disclosures. The comparison uses selected financial balances and reporting dates. It does not measure investment skill or clinical outcomes. Full compiled list
| Reporting entity | Selected balance, USD | Fiscal end |
|---|---|---|
| Cheshire Medical Center | $31,881,276 | 2025-09-30 |
| Bethesda Hospital | $31,752,737 | 2025-09-30 |
| Doylestown Health Foundation | $32,377,184 | 2025-06-30 |
The institutions have different reporting dates and legal boundaries. Some records cover a system, while others cover an operating hospital or supporting foundation. Their investment pools can overlap. The table gives scale context only; its balances should not be added together as a national endowment total. Comparison evidence
Sources
Related profiles
- Cheshire Medical Center (USD 31.9 million)
- Bethesda Hospital (USD 31.8 million)
- Doylestown Health Foundation (USD 32.4 million)
- Montefiore Medical Center (USD 32.4 million)
- York Hospital (USD 32.5 million)
- Winona Health Foundation (USD 31.1 million)
