克丽丝特·内里和朵拉·穆里洛在俄勒冈州克拉马斯瀑布市的天湖医疗中心门诊。

我们的财务

Guiding Principles, “we act as good stewards of private resources, using them to advance the public’s interest with a focus on helping the most vulnerable.”

The Foundation was established as a national philanthropy in 1972 with a generous bequest of shares of Johnson & Johnson from its chief executive, Robert Wood Johnson. For many years, the Foundation’s investments were held mainly in the form of shares in that company but we have now substantially diversified our investment portfolio.

Because we focus our philanthropy on meeting many of our nation’s most critical health challenges, we seek to avoid investments in companies whose businesses are predominantly related to the manufacture, sale, or distribution of firearms, alcohol, cannabis, or tobacco-related products. Additionally, because an important element of ethical investing is recognition of the importance of respecting human rights, RWJF incorporates human rights considerations in our investment decision-making process, examining the human rights positions and actions of countries.  

Achieving comprehensive and meaningful change in health and healthcare will require sustained attention over many years to come. The Foundation therefore seeks to earn an investment return that, over time, equals or exceeds the sum of its annual spending, as a percentage of the Foundation’s assets plus the rate of inflation. This balance of investment return and spending is designed to spread risk and promote a steady, stable flow of support for our grantees.

Investing in Diversity and Inclusion

As is the case with our grantmaking, diversity and inclusion are central to the Foundation’s investment approaches and objectives. Our diversity initiatives include partnerships with women- or minority-owned investment managers, and an internship program for college students from underrepresented backgrounds entering financial services after graduation. In addition, our investment team provides guidance on RWJF grants which help increase the number of diverse entrants into the investments field.

As we seek out external investment managers, we are especially interested in collaboration with firms that demonstrate diversity in leadership and ownership. If you are interested in learning more about any of our investment-related programs, please contact us.

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罗伯特·伍德·约翰逊基金会(RWJF)致力于改善美国每个人的健康和福祉。反映出我们的指导原则,“我们是私人资源的好管家,利用这些资源促进公众的利益,重点是帮助最弱势的群体。”

该基金会成立于1972年,是一家全国性慈善机构,其首席执行官罗伯特·伍德·约翰逊(Robert Wood Johnson)慷慨地捐赠了强生公司的股份。多年来,基金会的投资主要以该公司股份的形式持有,但我们现在已经大大分散了我们的投资组合。

因为我们的慈善事业专注于应对我国许多最严峻的健康挑战,我们尽量避免投资于那些业务主要与制造、销售或分销枪支、酒精、大麻或烟草相关产品有关的公司。此外,由于道德投资的一个重要因素是认识到尊重人权的重要性,RWJF将人权因素纳入我们的投资决策过程,考察各国的人权立场和行动。

要在卫生和保健方面实现全面和有意义的变革,需要在今后许多年持续关注。因此,随着时间的推移,基金会寻求获得等于或超过其年度支出总额的投资回报,即基金会资产的百分比加上通货膨胀率。这种投资回报和支出的平衡旨在分散风险,并为我们的受助人提供稳定、稳定的支持。

投资多元化和包容性

就像我们的拨款一样,多样性和包容性是基金会投资方法和目标的核心。我们的多元化举措包括与女性或少数族裔拥有的投资经理合作,以及为毕业后进入金融服务业的代表性背景不足的大学生提供实习项目。此外,我们的投资团队提供RWJF赠款的指导,这有助于增加进入投资领域的不同参与者的数量。

当我们寻找外部投资管理公司时,我们特别感兴趣的是与领导层和所有权多元化的公司合作。如果您有兴趣了解更多与投资相关的项目,请联系我们联系我们

经审计的财务报表和纳税申报表

我们将审计过的财务报表发布到网站上。一般来说,我们的财务报表是在下一年的夏天公布的。

考虑到收集税务信息所需的时间,纳税申报单直到纳税申报单所涵盖的第二年的晚秋才会提交和张贴。

2021 Audited Financial Statements (PDF, 24 pages)
  • 2021 Guide to the 990-PF (PDF, 4 pages)
  • 2021 Annual Tax Return, Form 990-PF, Core return (PDF, 13 pages)
  • 2021 Annual Tax Return, Form 990-PF, Full return (PDF, 2,607 pages)
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