Page 33 - 116370 BHF Legacy Report

Entities
Endowment Name
Three Year Average Market Value - 2022 - 2024
2024 Spending Allotment
2024 Amount Spent
2024 Donations Made
2025 Spending Allotment
Systemwide
Systemwide
Systemwide
Thompson Family AgeWell Fund
Bergson Family AgeWell
Alcorn/Braddock Social Responsibility
$323,155
$217,814
$-
$11,853 $- $-
$11,121 $(5,566) $-
$- $- $-
$11,608
$10,891
$-
Systemwide
Wealth Enhancement Group AgeWell Endowment
$59,628
$2,752
$-
$-
$2,981
Wolfson Children’s
AJ Donohue
$132,726
$6,777
$(4,623)
$-
$6,636
Wolfson Children’s
Ferrigno-Erhard
$371,828
$18,703
$-
$-
$18,591
Wolfson Children’s
Robert H. Miller Pediatric Cardiology Research and Education
$302,341
$15,438
$(2,550)
$-
$15,117
Wolfson Children’s
Robert and Jennie Rowe
$48,867
$2,495
$-
$-
$2,443
Wolfson Children’s
Carey Bishop
$68,083
$3,474
$-
$-
$3,404
Wolfson Children’s
Patrons of the Heart
$3,253,604
$161,998
$(140,640)
$17,558
$162,680
Wolfson Children’s
POTH Cardiovascular Surgery Professorship Endowment
$1,309,778
$77,234
$(200,000)
$-
$65,489
Wolfson Children’s
Jonathan Soud Legacy for Global Medical Care
$224,631
$11,344
$(20,763)
$250
$11,232
Wolfson Children’s
Patrons of the Hearts Specialty Physicians Continuing Education
$579,487
$28,123
$(3,031)
$-
$28,974
Wolfson Children’s
Drs. Eric Ciethaml and William Marvin, Jr.
$149,155
$7,616
$(13,867)
$-
$7,458
Wolfson Children’s
J.B. Arp Cystic Fibrosis
$256,488
$12,774
$(11,710)
$6,000
$12,824
Wolfson Children’s
Duval Ford Critical Needs
$42,494
$2,170
$-
$-
$2,125
Wolfson Children’s
Stephen J. Dandridge Pediatric Nursing
$34,857
$1,780
$(2,700)
$-
$1,743
Wolfson Children’s
Larry J. Freeman Education
$204,766
$10,446
$(5,225)
$-
$10,238
Wolfson Children’s
Evan Patrick Bell
$32,486
$1,654
$(3,999)
$150
$1,624
Wolfson Children’s
Wolfson Children’s General
$1,711,836
$87,406
$(80,122)
$-
$85,592
Wolfson Children’s
Hector James, MD, Professorship in Pediatric Neurosurgery
$5,324,670
$271,880
$(293,821)
$-
$266,234
Wolfson Children’s
J. Wayne and Delores Barr Weaver Legacy
$12,316,408
$628,877
$(594,119)
$-
$615,820
Wolfson Children’s
Wolfson Children’s President’s Discretionary
$74,144
$3,786
$(3,786)
$-
$3,707
Wolfson Children’s
Wolfson Family
$6,947,543
$354,745
$(328,612)
$-
$347,377
Wolfson Children’s
Jack Surasky
$127,836
$6,527
$(5,983)
$-
$6,392
Wolfson Children’s
Wolfson Children’s Pediatric Cardiology Intensive Care
$686,220
$35,038
$(32,119)
$-
$34,311
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