CALIFORNIA PHYSICIANS SERVICE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA PHYSICIANS SERVICE FOUNDATION (EIN 94-2822302)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-07
- IRS object ID
- 202402209349101210
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-07T18:08:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942822302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA PHYSICIANS' SERVICE FDN | BusinessNameLine1Txt |
| Business Name Line2 | DBA BLUE SHIELD OF CALIFORNIA FDN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 4152296080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 MONTGOMERY STREET SUITE 1200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH CHANG | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4152296080 | PhoneNum |
| Signature | 2024-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2024-07-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $77,351,171 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,000,125 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,135,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,135,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$208,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,041,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,849,906 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,811 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,941,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,985,894 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $57,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,457,362 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,819 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,444,543 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $348,986 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $151,674 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $151,674 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $763,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $751,425 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,848,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,475,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,819,396 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,255,346 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,668,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,730,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,727,138 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,973,075 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,976 | CashBOYAmt |
| Cash EOY | $180,190 | CashEOYAmt |
| Cash EOYFMV | $180,190 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,821,080 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,385,852 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,385,852 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,536 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,536 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,536 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $209,430 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $108,793 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $108,793 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $21,748,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,530,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,530,523 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $43,050,339 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,990,537 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,990,537 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $338,282 | OtherAssetsBOYAmt |
| Other Assets EOY | $149,740 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $149,740 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $73,415,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,351,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,351,171 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $989,772 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $900,741 | AccountsPayableEOYAmt |
| Grants Payable BOY | $715,850 | GrantsPayableBOYAmt |
| Grants Payable EOY | $279,900 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $53,901 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,705,622 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,234,542 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $71,709,986 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $76,116,629 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,709,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $76,116,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,415,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,351,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,709,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,727,138 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,098,094 | OtherIncreasesAmt |
| Subtotal | $84,080,942 | SubtotalAmt |
| Other Decreases | $7,964,313 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $76,116,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $20,000,105 | $20,249,897 | -$249,792 | -$249,792 |
| PUBLICLY TRADED SECURITIES | P | $20,041,053 | $2,941,355 | $17,099,698 | $17,099,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,849,906 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $263,726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $263,726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $263,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $264,057 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $264,057 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $82 | EsPenaltyAmt |
| Overpayment | $249 | OverpaymentAmt |
| Applied To ES Tax | $249 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BLUESHIELDCAFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH CHANG CEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152296080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 MONTGOMERY STREET SUITE 1200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ADRIANE LAMAR SNIDER | |||||||||
| C/O BLUE SHIELD OF CA FOUNDATION | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | CHAIR, AUDIT COMMITTEE | 1.00 | $9,000 | $0 | $4,649 |
| HELEN DUPLESSIS MD MPH | |||||||||
| C/O BLUE SHIELD OF CA FOUNDATION | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | CHAIR, GOVERNANCE COMMITTEE | 1.00 | $10,000 | $0 | $989 |
| KATHERINE FLORES MD | |||||||||
| C/O BLUE SHIELD OF CA FOUNDATION | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | CHAIR, HR COMMITTEE | 1.00 | $9,000 | $0 | $0 |
| LUIS GRANADOS | |||||||||
| C/O BLUE SHIELD OF CA FOUNDATION | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | TRUSTEE | 1.00 | $6,500 | $0 | $0 |
| MARICELA RIOS | |||||||||
| C/O BLUE SHIELD OF CA FOUNDATION | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | TRUSTEE | 1.00 | $9,500 | $0 | $2,574 |
| RAYMOND J BAXTER | |||||||||
| C/O BLUE SHIELD OF CA FOUNDATION | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | TRUSTEE | 1.00 | $12,500 | $0 | $2,003 |
| SHARON KIMBERLY BELSHE | |||||||||
| C/O BLUE SHIELD OF CA FOUNDATION | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | BOARD CHAIR | 1.00 | $13,500 | $0 | $35 |
| DEBORAH I CHANG | |||||||||
| C/O BLUE SHIELD OF CA FOUNDATION | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | PRESIDENT AND CEO | 40.00 | $0 | $0 | $0 |
| LISA DAVIS | |||||||||
| C/O BLUE SHIELD OF CA FOUNDATION | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SANDY CLARKE | |||||||||
| C/O BLUE SHIELD OF CA FOUNDATION | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE HEALTH INITIATIVE | |||||
| 77A JUNCTION SQUARE DRIVE | CONCORD | MA | 01742 | CONSULTING SERVICES | $425,000 |
| MATHEMATICA INC | |||||
| 600 ALEXANDRA PARK | PRINCETON | NJ | 08540 | CONSULTING SERVICES | $299,958 |
| DAYLIGHT DESIGN LLC | |||||
| 375 ALABAMA STREET SUITE 380 | SAN FRANCISCO | CA | 94110 | CONSULTING SERVICES | $289,830 |
| STRATEGIC PREVENTION SOLUTIONS | |||||
| PO BOX 22406 | JUNEAU | AK | 99802 | CONSULTING SERVICES | $236,230 |
| WE ARE RALLY | |||||
| 5670 WILSHIRE BOULEVARD SUITE 820 | LOS ANGELES | CA | 90036 | CONSULTING SERVICES | $216,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 27 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE HEALTH INITIATIVECONTRACT # 1205THE HEALTH INITIATIVE (THI) AND MANATT HEALTH HAVE PARTNERED WITH THE BLUE SHIELD OF CALIFORNIA FOUNDATION AND THE COMMONWEALTH FUND UNDER THE BANNER OF INVESTING IN HEALTH TO (1) IDENTIFY POTENTIAL CENTERS FOR MEDICARE AND MEDICAID SERVICES' (CMS) POLICY/REGULATORY CHANGES TO ADDRESS DRIVERS OF HEALTH (DOH) AND HEALTH EQUITY, (2) TEST, REFINE, AND CREATE MOMENTUM AROUND A SUBSET OF THESE CHANGES, AND (3) SPUR AND SUPPORT THEIR EXECUTION. TODAY, CMS HAS IMPLEMENTED (IN FULL OR PART) 66 PERCENT OF THE INVESTING IN HEALTH POLICY CHANGES, MOST NOTABLY ENACTING THE FIRST-EVER DOH MEASURES IN FEDERAL PAYMENT/QUALITY PROGRAMS AND AUTHORIZING NEW POLICY REGARDING USE OF "IN LIEU OF SERVICES" TO REIMBURSE HEALTH-RELATED SOCIAL SERVICES THROUGH MEDICAID MANAGED CARE.BASED ON DISCUSSIONS WITH AND REQUESTS BY STATE MEDICAID PROGRAMS AND FEDERAL STAKEHOLDERS, THE THI/MANATT TEAM REQUESTS SUPPORT TO (1) SUSTAIN MOMENTUM RELATIVE TO THE DOH MEASURES FOR | Description1Txt |
| Expenses1 | $425,000 | Expenses1Amt |
| Description2 | MATHEMATICA INC.CONTRACT 1170 - ADDRESSING AND PREVENTING INTIMATE PARTNER VIOLENCE THROUGH MEDICAID POLICYTHE GOAL OF THIS PROJECT IS TO CONTINUE MATHEMATICA'S WORK TO IDENTIFY AND ANALYZE STRATEGIES FOR PREVENTING AND ADDRESSING INTIMATE PARTNER VIOLENCE (IPV) THROUGH THE MEDICAID PROGRAM AND TO DEVELOP RELATED POLICY RECOMMENDATIONS. MATHEMATICA WILL CONDUCT LANDSCAPE SCANS AND PRODUCE ISSUE BRIEFS ON KEY TOPICS OF INTEREST TO BSCF:1. STRATEGIES FROM OTHER STATE MEDICAID AGENCIES TO ADDRESS AND PREVENT IPV;2. BEST PRACTICES FOR INCLUDING COMMUNITY HEALTH WORKER (CHW) SERVICES AS PART OF THE DEVELOPMENT AND IMPLEMENTATION OF CALIFORNIA'S STATE PLAN AMENDMENT;3. RISKS AND BENEFITS TO SURVIVORS OF INCLUDING REFERRALS FOR IPV IN CLOSED-LOOP REFERRAL PLATFORMS, COMMUNITY INFORMATION EXCHANGES, AND HEALTH INFORMATION EXCHANGES.TO GUIDE THE PROJECT, MATHEMATICA WILL ENGAGE A STAKEHOLDER COUNCIL COMPRISED OF INDIVIDUALS WITH LIVED EXPERIENCE, DIRECT SERVICE PROVIDERS, LEADERS OF | Description2Txt |
| Expenses2 | $299,958 | Expenses2Amt |
| Description3 | DAYLIGHT DESIGN LLCCONTRACT 1249 - CHANGING THE CONVERSATION ABOUT DOMESTIC VIOLENCE 2023 CAMPAIGNTHE CONSULTANT WILL ASSIST THE FOUNDATION IN DEVELOPING A JOURNALISTS' PLAYBOOK AND DOMESTIC VIOLENCE AWARENESS MONTH (DVAM) CAMPAIGN.CONSULTANT WILL RESEARCH A HANDBOOK THAT HELPS CALIFORNIA JOURNALISTS COVER DOMESTIC VIOLENCE MORE EFFECTIVELY. THEY WILL ALSO PROVIDE RECOMMENDATIONS ON DISSEMINATION AND DISTRIBUTION CHANNELS. IN ADDITION, THE CONSULTANT WILL GENERATE, PROTOTYPE, TEST, AND EVOLVE A RANGE OF DVAM CAMPAIGN CONCEPTS THAT HELP CHANGE PUBLIC PERCEPTIONS OF DOMESTIC VIOLENCE. THEY WILL ALSO BE DEFINING AND IMPLEMENTING IMPACT EVALUATION STRATEGIES.CONSULTANT WILL CONDUCT INTERVIEWS WITH SOME OF OUR DESIRED AUDIENCES AND COLLABORATE WITH BSCF AND ANOTHER CONSULTANT TO DEVELOP A PODCAST SERIES AND DISSEMINATE IT IN OCTOBER 2023 (DVAM). | Description3Txt |
| Expenses3 | $289,830 | Expenses3Amt |
| Description4 | INGRID HAPPOLDTCONTRACT 1164 - DOMESTIC VIOLENCE PREVENTION POLICY SUPPORTCONSULTANT WILL PROVIDE DOMESTIC VIOLENCE PREVENTION AND POLICY EXPERTISE TO INFORM THE FOUNDATION'S DOMESTIC VIOLENCE PREVENTION POLICY AGENDA. CONSULTANT WILL PROVIDE SUPPORT FOR RESEARCH, WRITING, AND ANALYSIS TO INFORM THE FOUNDATION'S POLICY CHANGE GOALS TO SPREAD AND SCALE PATHWAYS TO DOMESTIC VIOLENCE PREVENTION. CONSULTANT WILL CARRY OUT RESEARCH, LEVERAGE HER CONTACTS IN THE FIELDS OF DOMESTIC VIOLENCE AND HEALTH CARE TO GATHER INFORMATION, AND HELP SCOPE AND INFORM FOUNDATION EFFORTS TO DEVELOP PREVENTION POLICY STRATEGIES AT THE INTERSECTION OF HEALTH AND DOMESTIC VIOLENCE. CONSULTANT WILL INFORM AND SUPERVISE A PROJECT TO DEVELOP BASELINE INFORMATION ABOUT CALIFORNIA'S DOMESTIC VIOLENCE SYSTEM FOR POLICYMAKERS AND FIELD LEADERS. CONSULTANT WILL PERFORM ADDITIONAL POLICY RESEARCH AND ANALYSIS TASKS AS ASSIGNED BY FOUNDATION STAFF. | Description4Txt |
| Expenses4 | $196,300 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $61,552,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,988,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,540,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,540,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,013,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,527,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,326,383 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,326,383 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $263,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $263,726 | TotalTaxAmt |
| Distributable Before Adj | $3,062,657 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,062,657 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,062,657 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,730,738 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,730,738 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,062,657 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,439,413 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,366,145 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,109,142 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,056,576 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,990,317 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $162,961,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,730,738 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,062,657 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,668,081 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $183,629,674 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $18,439,413 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $165,190,261 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,366,145 | ExcessFromYear4Amt |
| Excess From Year3 | $42,109,142 | ExcessFromYear3Amt |
| Excess From Year2 | $30,056,576 | ExcessFromYear2Amt |
| Excess From Year1 | $43,990,317 | ExcessFromYear1Amt |
| Excess From Current Year | $20,668,081 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BLUE SHIELD OF CALIFORNIA FOUNDATIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 MONTGOMERY STREET SUITE 1200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4152296080 | RecipientPhoneNum |
| Recipient Email Address | BSCF@BLUESHIELDCAFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GO TO OUR WEBSITE: HTTPS://BLUESHIELDCAFOUNDATION.ORG/GRANTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR CURRENT DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BLUE SHIELD OF CALIFORNIA FOUNDATION IS COMMITTED TO MAKING HEALTHCARE ACCESSIBLE, EFFECTIVE, AND AFFORDABLE FOR ALL CALIFORNIANS, PARTICULARLY UNDERSERVED PEOPLE, AND TO ENDING DOMESTIC VIOLENCE. IN 2023, THE FOUNDATION DISTRIBUTED RESOURCES ACROSS SEVEN PRIORITY AREAS, WHICH INVOLVED GRANT MAKING AND OTHER PROGRAMMATIC ACTIVITIES (E.G., RESEARCH, COMMUNICATIONS, COMMUNITY ENGAGEMENT AND PUBLIC AFFAIRS) THAT ADVANCE THE OUTCOMES SOUGHT BY THE FOUNDATION'S LONG TERM STRATEGY. PLEASE SEE OUR WEBSITE FOR MORE DETAILS ON PROGRAMMATIC PRIORITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 3609 | OAKLAND | CA | 94609 | N/A | PC | GENERAL OPERATING SUPPORT - REPRODUCTIVE HEALTHCARE | $50,000 | |
| ALLIANCE FOR COMMUNITY TRANSFORMATIONS | ||||||||
| PO BOX 2075 | MARIPOSA | CA | 95338 | N/A | PC | LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTION AMONG HMONG COMMUNITIES IN SACRAMENTO | $150,000 | |
| ALLIANCE FOR HEALTH POLICY | ||||||||
| 1225 19TH ST NW SUITE 710 | WASHINGTON | DC | 20036 | N/A | PC | HEALTH POLICY WEBINAR ON DOMESTIC VIOLENCE AND HEALTH | $50,000 | |
| ALLIANCE FOR JUSTICE | ||||||||
| 11 DUPONT CIRCLE NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PC | INCREASING CALIFORNIA NONPROFITS ADVOCACY KNOWLEDGE AND CAPACITY | $250,000 | |
| ASIAN PACIFIC FUND | ||||||||
| 345 CALIFORNIA STREET SUITE 700 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE HALF MOON BAY SUPPORT FUND | $50,000 | |
| ASIAN PACIFIC FUND | ||||||||
| 345 CALIFORNIA STREET SUITE 700 | SAN FRANCISCO | CA | 94104 | N/A | PC | LEADERSHIP & DEVELOPMENT SUPPORT | $50,000 | |
| BEND THE ARC | ||||||||
| 330 7TH AVE 19TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | HAND IN HAND: THE DOMESTIC EMPLOYERS NETWORK | $180,000 | |
| CALIFORNIA BLACK WOMEN'S HEALTH PROJECT | ||||||||
| 9800 S LA CIENEGA BLVD STE 905 | INGLEWOOD | CA | 90301 | N/A | PC | ADVANCING COMMUNITY-LEVEL DOMESTIC VIOLENCE PREVENTION IN THE BLACK COMMUNITY | $400,000 | |
| CALIFORNIA BUDGET & POLICY CENTER | ||||||||
| 1107 9TH STREET SUITE 310 | SACRAMENTO | CA | 95814 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| CALIFORNIA CHILDREN AND FAMILIES FOUNDATION INC | ||||||||
| 1115 ATLANTIC AVE | ALAMEDA | CA | 94501 | N/A | PC | EXPANDING HOME VISITING SERVICES TO PREVENT DOMESTIC VIOLENCE AND ADVANCE HEALTH EQUITY | $125,000 | |
| CALIFORNIA COMMUNITY COLLEGES CALWORKS ASSOCIATION | ||||||||
| 4700 COLLEGE OAK DRIVE | SACRAMENTO | CA | 95841 | N/A | PC | STUDENT PARENTS ARE RE-IMAGINING CALWORKS | $357,362 | |
| CALIFORNIA IMMIGRANT POLICY CENTER | ||||||||
| 634 S SPRING ST STE 600 | LOS ANGELES | CA | 90014 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE | ||||||||
| PO BOX 151 | SACRAMENTO | CA | 958120151 | N/A | PC | GENERAL OPERATING SUPPORT | $540,000 | |
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | ||||||||
| 1625 E SHAW AVE 146 | FRESNO | CA | 93710 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE CENTRAL CALIFORNIA PUBLIC HEALTH CONSORTIUM | $515,000 | |
| CALMATTERS | ||||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | N/A | PC | THE CALIFORNIA DIVIDE PROJECT | $400,000 | |
| CANDID | ||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT FOR CANDID TO SUPPORT GRANTEE DEMOGRAPHIC DATA COLLECTION AND OTHER DATA EQUITY EFFORTS | $250,000 | |
| CAPITAL & MAIN | ||||||||
| 1910 W SUNSET BLVD SUITE 740 | LOS ANGELES | CA | 90026 | N/A | PC | COVERING ECONOMIC INEQUALITY IN CALIFORNIA | $100,000 | |
| CENTER FOR COMMUNITY CHANGE | ||||||||
| 1536 U STREET NW | WASHINGTON | DC | 20009 | N/A | PC | DEVELOPING A NARRATIVE CHANGE STRATEGY TO ADVANCE EQUITABLE ECONOMIC SECURITY POLICIES IN CALIFORNIA | $150,000 | |
| CHILD CARE LAW CENTER | ||||||||
| 1220 SEVENTH STREET 2ND FLOOR | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| CHILDREN NOW | ||||||||
| 1404 FRANKLIN STREET SUITE 700 | OAKLAND | CA | 94612 | N/A | PC | EXPANDING HOME VISITING PROGRAMS IN CALIFORNIA TO PREVENT DOMESTIC VIOLENCE AND ADVANCE HEALTH EQUITY | $300,000 | |
| CHILDREN'S COUNCIL OF SAN FRANCISCO | ||||||||
| 445 CHURCH STREET | SAN FRANCISCO | CA | 94114 | N/A | PC | SCALING A FAMILY CHILD CARE BUSINESS INCUBATOR PROGRAM | $200,000 | |
| CIRCLES OF SUPPORT AND ACCOUNTABILITY - FRESNO INC | ||||||||
| 4840 N FIRST ST | FRESNO | CA | 93726 | N/A | PC | RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION | $100,000 | |
| CITY AND COUNTY OF SAN FRANCISCO | ||||||||
| 25 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | N/A | GOV | LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTION AMONG FAITH COMMUNITIES AND CITY AGENCIES IN SAN FRANCISCO | $150,000 | |
| COLORADO NONPROFIT DEVELOPMENT CENTER | ||||||||
| PO BOX 18770 | DENVER | CO | 80218 | N/A | PC | GENERAL OPERATING SUPPORT FOR EXPANDING THE BENCH | $75,000 | |
| COMITE CIVICO DEL VALLE | ||||||||
| 235 MAIN STREET | BRAWLEY | CA | 92227 | N/A | PC | EMERGING LEADERS - DANIELA FLORES | $50,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 430 S GARFIELD AVE | ALHAMBRA | CA | 91801 | N/A | PC | GENERAL OPERATING SUPPORT FOR CALIFORNIA COMMON CAUSE | $125,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 900121804 | N/A | PC | PARENT VOICES | $100,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 900121804 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE CALIFORNIA ACCOUNTABLE COMMUNITIES FOR HEALTH INITIATIVE | $500,000 | |
| CORAHU LLC | ||||||||
| 1721 BROADWAY STE 201 | OAKLAND | CA | 94612 | N/A | NC | EMERGING LEADER JOSE CORDON | $15,850 | |
| COUNTY OF CONTRA COSTA | ||||||||
| 40 DOUGLAS DRIVE | MARTINEZ | CA | 945534068 | N/A | GOV | LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTION STRATEGIES AMONG PUBLIC AGENCIES IN CONTRA COSTA COUNTY | $150,000 | |
| DEAFHOPE | ||||||||
| 470 27TH STREET | OAKLAND | CA | 94612 | N/A | PC | RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY AND EVIDENCE FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION | $700,000 | |
| EAST LOS ANGELES WOMEN'S CENTER | ||||||||
| 1431 S ATLANTIC BLVD | LOS ANGELES | CA | 900225011 | N/A | PC | RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY AND EVIDENCE FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION | $700,000 | |
| FREEFROM | ||||||||
| 12405 VENICE BLVD 422 | LOS ANGELES | CA | 90066 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| FUND FOR SANTA BARBARA | ||||||||
| 1219 STATE STREET | SANTA BARBARA | CA | 93101 | N/A | PC | CROSS-SECTOR EQUITY COLLABORATION TOOLKIT | $50,000 | |
| GAY & LESBIAN COMMUNITY SERVICES CENTER OF ORANGE COUNTY | ||||||||
| 1605 N SPURGEON STREET | SANTA ANA | CA | 92701 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | N/A | PC | STRATEGIC COMMUNICATIONS CAMPAIGN | $30,000 | |
| GOLDEN STATE OPPORTUNITY | ||||||||
| 345 CALIFORNIA STREET 600 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| HEALING TOGETHER | ||||||||
| 5111 TELEGRAPH AVE STE 310 | OAKLAND | CA | 94609 | N/A | PC | RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY AND EVIDENCE FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION | $600,000 | |
| INDEPENDENT ARTS & MEDIA | ||||||||
| PO BOX 420442 | SAN FRANCISCO | CA | 94142 | N/A | PC | EL TMPANO; COVERAGE OF HEALTH EQUITY AND WOMEN'S ISSUES | $100,000 | |
| JENESSE CENTER INC | ||||||||
| PO BOX 8476 | LOS ANGELES | CA | 90008 | N/A | PC | ADVANCING CULTURALLY RESPONSIVE DOMESTIC VIOLENCE PREVENTION POLICY AND PRACTICE | $500,000 | |
| LEAGUE OF CALIFORNIA COMMUNITY FOUNDATIONS | ||||||||
| 465 CALIFORNIA STREET SUITE 809 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL OPERATING SUPPORT FOR DISASTER RELIEF RECOVERY, AND RESILIENCE FUND | $50,000 | |
| LEGAL AID AT WORK | ||||||||
| 180 MONTGOMERY STREET SUITE 600 | SAN FRANCISCO | CA | 94104 | N/A | PC | ADVANCING PAID FAMILY LEAVE IN CALIFORNIA | $430,000 | |
| MANATT | ||||||||
| 2049 CENTURY PARK EAST SUITE 1700 | LOS ANGELES | CA | 90067 | N/A | NC | PHASE 1 COMPLETION OF AUTOMATING THE INTEGRATION OF MULTIPLE FUNDING SOURCES TO FINANCE SOCIAL DETERMINANTS OF HEALTH INITIATIVES | $25,000 | |
| MICHIGAN PUBLIC HEALTH INSTITUTE | ||||||||
| 2436 WOODLAKE CIRCLE SUITE 300 | OKEMOS | MI | 48864 | N/A | PC | ADVANCING PHILANTHROPIC APPROACHES TO CENTER AND ENGAGE GRANTEES AND COMMUNITY PARTNERS IN DECISION MAKING | $100,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| THE NATIONAL ACADEMIES 500 FIFTH | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | STREET NW |
| NATIONAL DOMESTIC WORKERS ALLIANCE | ||||||||
| 45 BROADWAY STE 320 | NEW YORK | NY | 10006 | N/A | PC | CARE CAN'T WAIT CALIFORNIA | $250,000 | |
| NATIONAL OPINION RESEARCH CENTER | ||||||||
| 55 E MONROE ST 30TH FLOOR | CHICAGO | IL | 60603 | N/A | PC | EXPANDING THE SURVEY PANEL FOR BLACK, ASIAN AMERICAN, NATIVE HAWAIIAN, AND PACIFIC ISLANDER POPULATIONS | $500,000 | |
| PREVENTION INSTITUTE | ||||||||
| 221 OAK STREET | OAKLAND | CA | 94607 | N/A | PC | LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: CONVENING A STATEWIDE NETWORK OF MULTISECTOR COLLABORATIVES PREVENTING DOMESTIC VIOLENCE | $160,000 | |
| PUBLIC HEALTH ADVOCATES | ||||||||
| PO BOX 2309 | DAVIS | CA | 95617 | N/A | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| PUBLIC HEALTH FOUNDATION ENTERPRISES INC | ||||||||
| 13300 CROSSROADS PARKWAY NORTH | CITY OF INDUSTRY | CA | 91746 | N/A | PC | EXPANDING THE ABUNDANT BIRTH GUARANTEED INCOME PILOT | $200,000 | SUITE 450 |
| PUBLIC HEALTH INSTITUTE | ||||||||
| 555 12TH STREET SUITE 290 | OAKLAND | CA | 946073601 | N/A | PC | BUILDING COMMUNICATIONS CAPACITY AMONG CALIFORNIAS LOCAL HEALTH DEPARTMENTS | $225,000 | |
| PUBLIC HEALTH INSTITUTE | ||||||||
| 555 12TH STREET SUITE 290 | OAKLAND | CA | 946073601 | N/A | PC | GENERAL OPERATING SUPPORT FOR STATE OF EQUITY | $475,000 | |
| PUBLIC HEALTH INSTITUTE | ||||||||
| 555 12TH STREET SUITE 290 | OAKLAND | CA | 946073601 | N/A | PC | GENERAL OPERATING SUPPORT FOR PUBLIC HEALTH ALLIANCE OF SOUTHERN CALIFORNIA | $515,000 | |
| PUBLIC HEALTH INSTITUTE | ||||||||
| 555 12TH STREET SUITE 290 | OAKLAND | CA | 946073601 | N/A | PC | GENERATION EQUITY FELLOWSHIP | $30,000 | |
| PUBLIC HEALTH INSTITUTE | ||||||||
| 555 12TH STREET SUITE 290 | OAKLAND | CA | 946073601 | N/A | PC | PILOTING AND LAUNCHING AN ONLINE EQUITY IN COLLABORATION TOOLKIT | $275,000 | |
| PUBLIC HEALTH INSTITUTE | ||||||||
| 555 12TH STREET SUITE 290 | OAKLAND | CA | 946073601 | N/A | PC | LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTION OF ADVERSE CHILDHOOD EXPERIENCES IN NORTHERN CALIFORNIA COUNTIES | $150,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO | ||||||||
| 9500 GILMAN MC0615 | SAN DIEGO | CA | 92093 | N/A | PC | SAN DIEGO REFUGEE COMMUNITIES COALITION: BUILDING THE COLLECTIVE POWER OF REFUGEE COMMUNITIES TO ADVOCATE FOR HEALTH EQUITY | $240,000 | |
| RESTORATIVE JUSTICE FOR OAKLAND YOUTH RJOY | ||||||||
| 173 FILBERT ST | OAKLAND | CA | 94607 | N/A | PC | RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY AND EVIDENCE FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION | $700,000 | |
| SAN FRANCISCO STUDY CENTER | ||||||||
| 1663 MISSION ST 310 | SAN FRANCISCO | CA | 94103 | N/A | PC | ETHNIC MEDIA SERVICES; SUSTAINING THE SECTOR | $200,000 | |
| SBCS CORPORATION | ||||||||
| 430 F STREET | CHULA VISTA | CA | 91910 | N/A | PC | LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTING DOMESTIC VIOLENCE BY INCORPORATING TEEN DATING VIOLENCE EDUCATION IN SOUTH SAN DIEGO SCHOOLS | $150,000 | |
| SCHOLARSHIP AMERICA INC | ||||||||
| ONE SCHOLARSHIP WAY | SAINT PETER | MN | 56082 | N/A | PC | SCHOLARSHIP AMERICA PROGRAM 2023 | $33,000 | |
| SUCCESS STORIES PROGRAM | ||||||||
| 1175 BAKER ST STE E19 | COSTA MESA | CA | 92626 | N/A | PC | RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION | $100,000 | |
| THE ASPEN INSTITUTE | ||||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | N/A | PC | WOMEN IN THE ECONOMY STORYTELLING STRATEGY | $50,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | ||||||||
| C/O SPONSORED PROJECTS OFFICE 1608 | BERKELEY | CA | 947101749 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE CALIFORNIA POLICY LAB | $250,000 | FOURTH ST STE 220 MAIL CODE 5940 |
| THE TRANSLATIN COALITION | ||||||||
| 3055 WILSHIRE BLVD STE 350 | LOS ANGELES | CA | 90010 | N/A | PC | CALIFORNIA TRANS POLICY ALLIANCE: BUILDING THE POLICY ADVOCACY CAPACITY OF TRANSGENDER COMMUNITIES TO ADVOCATE FOR HEALTH EQUITY AND SAFETY | $125,000 | |
| TIDES CENTER | ||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL OPERATING SUPPORT FOR BAY AREA REGIONAL HEALTH INEQUITIES INITIATIVE (BARHII) | $515,000 | |
| UNITED WAYS OF CALIFORNIA | ||||||||
| 1107 FAIR OAKS AVE NBR 12 | SOUTH PASADENA | CA | 910303311 | N/A | PC | ADVANCING EQUITABLE ACCESS TO TAX CREDITS AND INCOME SUPPORTS IN CA | $350,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| ANNENBERG SCHOOL FOR COMMUNICATION | LOS ANGELES | CA | 90007 | N/A | PC | CALIFORNIA HEALTH EQUITY AND DOMESTIC VIOLENCE JOURNALISM | $338,000 | AND JOURNALISM 3502 WATT WAY |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| ANNENBERG SCHOOL FOR COMMUNICATION | LOS ANGELES | CA | 90007 | N/A | PC | LAUNCHING A HEALTH EQUITY REPORTING COLLABORATIVE | $336,134 | AND JOURNALISM 3502 WATT WAY |
| VALORUS | ||||||||
| 1215 K STREET 1850 | SACRAMENTO | CA | 958143956 | N/A | PC | ADVANCING DOMESTIC VIOLENCE PREVENTION THROUGH COMMUNITY INFLUENCERS | $400,000 | |
| WEAVE INC | ||||||||
| 1900 K STREET | SACRAMENTO | CA | 95811 | N/A | PC | LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTION AMONG DOMESTIC VIOLENCE SERVICE PROVIDERS AND AGENCIES IN SACRAMENTO | $150,000 | |
| WESTERN CENTER ON LAW AND POVERTY | ||||||||
| 3701 WILSHIRE BLVD SUITE 208 | LOS ANGELES | CA | 900102826 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| WOMEN'S FOUNDATION OF CALIFORNIA | ||||||||
| 1301 CLAY ST 71719 | OAKLAND | CA | 94612 | N/A | PC | SUPPORTING THE DOMESTIC VIOLENCE HOUSING OPPORTUNITIES MEANS EVERYTHING (HOME) COHORT | $650,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,255,346 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PALM SPRINGS AIR MUSEUM | |||||||
| 745 NORTH GENE AUTRY TRAIL | PALM SPRINGS | CA | 92262 | N/A | PC | GENERAL OPERATING SUPPORT FOR CA STORM RELIEF | $25,000 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | |||||||
| BEVERLY ROAD | BERKELEY | CA | 947101749 | N/A | PC | FEDERAL POLICY RESEARCH ON CARE WORKERS | $175,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 3537 JOHNSON COURT | LOS ANGELES | CA | 90012 | N/A | PC | BOOSTING NON-PROFIT REPORTING OF DEMOGRAPHIC INFORMATION TO TRACK PHILANTHROPIC FUNDING OF BIPOC-LED ORGANIZATIONS | $50,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO | |||||||
| 9500 GILMAN MC0615 | SAN DIEGO | CA | 92093 | N/A | PC | EMERGING LEADERS - AMINA | $29,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $279,900 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,135,988 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$208,864 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,811 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,940,935 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,940,935 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE SHIELD OF CALIFORNIA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 12TH STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000,125 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK DONATION | NoncashPropertyDesc |
| Fair Market Value | $20,000,125 | FairMarketValueAmt |
| Received | 2023-12-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $57,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,750 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| MANATT | |||||||||
| 2049 CENTURY PARK EAST SUITE 1700 | LOS ANGELES | CA | 90067 | 2023-09-15 | $25,000 | TO DEVELOP AND TEST AN OPEN SOURCE WEB-BASED UTILITY TO INTEGRATE AND ALIGN THE REQUIREMENTS OF A BROAD ARRAY OF PUBLIC AND PRIVATE FUNDS THAT CAN BE BRAIDED AND BLENDED TO ADDRESS THE IMPACTS OF SOCIAL DETERMINANTS OF HEALTH. | NO DIVERSION OF GRANT FUNDS WAS FOUND. | FINAL REPORT: 12/01/23 | BLUE SHIELD OF CALIFORNIA FOUNDATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. |
| CORAHU LLC | |||||||||
| 1721 BROADWAY STE 201 | OAKLAND | CA | 94612 | 2023-01-12 | $15,850 | TO SUPPORT EMERGING LEADER JOSE CORDON. | NO DIVERSION OF GRANT FUNDS WAS FOUND. | FINAL REPORT: 02/01/24 | BLUE SHIELD OF CALIFORNIA FOUNDATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| OTHER INCREASES AND DECREASES IN NET ASSETS | FORM 990-PF, PART III | ASSETS OR FUND BALANCES:CALIFORNIA PHYSICIAN'S SERVICE (DBA BLUE SHIELD OF CALIFORNIA, INC.), A SUBSTANTIAL CONTRIBUTOR, PAID THE FOUNDATION'S STAFFING COST AND MUCH OF ITS ADMINISTRATIVE COSTS. CALIFORNIA PHYSICIANS' SERVICE (DBA BLUE SHIELD OF CALIFORNIA, INC.) RECEIVED NO REIMBURSEMENT OR COMPENSATION FOR THESE COSTS, WHICH WERE RECORDED AS AN IN-KIND GIFT BY THE FOUNDATION. THE ESTIMATED VALUE OF THE ADMINISTRATIVE COSTS AND PERSONNEL PROVIDED TO THE FOUNDATION WAS APPROXIMATELY: $7,964,313. |
| FORM 990-PF, PART VIII-A - LINE 1 CONTINUED | MEDICAID AND MEDICARE, PROVIDING TARGETED EDUCATION AND TECHNICAL SUPPORT TO STATE AND FEDERAL STAKEHOLDERS, AND (2) TACKLE THE NEXT SET OF INVESTING IN HEALTH POLICY/REGULATORY CHANGES FOCUSED ON UNLOCKING DOLLARS TO IMPROVE HEALTH FOCUSED ON THE FIVE DOH DOMAINS (FOOD, HOUSING, TRANSPORTATION, UTILITIES, AND INTERPERSONAL VIOLENCE, INCLUDING INTIMATE PARTNER VIOLENCE) IN THE MEASURES, BY DEVELOPING AN ACTIONABLE FRAMEWORK FOR FINANCING INVESTMENTS IN THE COMMUNITY SERVICES AND CAPACITY NECESSARY TO DELIVER HEALTH, ADDRESS INEQUITIES, AND REDUCE COSTS. | |
| FORM 990-PF, PART VIII-A - LINE 2 CONTINUED | IPV SERVICE PROVIDER ORGANIZATIONS, AND OTHERS WITH "ON THE GROUND" PERSPECTIVES REGARDING OPERATIONAL ISSUES RELATED TO MEDI-CAL COVERAGE OF SERVICES FOR SURVIVORS AND THOSE AT RISK. MATHEMATICA WILL GATHER INPUT FROM THE COUNCIL ON RESEARCH PRIORITIES. MATHEMATICA WILL ALSO ASSESS THE POTENTIAL FOR A FUTURE LEARNING COLLABORATIVE WITH STATE MEDICAID AGENCIES TO SHARE BEST PRACTICES, QUESTIONS, AND EXPERIENCES RELATED IDENTIFYING, ADDRESSING, AND PREVENTING IPV. MATHEMATICA WILL ENGAGE WITH ADDITIONAL STAKEHOLDERS THROUGHOUT THE PROJECT AND PARTICIPATE IN DISSEMINATION ACTIVITIES, SUCH AS AD HOC PRESENTATIONS AND MEETINGS WITH POLICYMAKERS AND LEADERS FROM THE FIELD. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | U.S. COMMON STOCK | StockNm |
| EOY Book Value | $26,530,523 | EOYBookValueAmt |
| EOYFMV | $26,530,523 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME FUNDS | FMV | $43,919,673 | $43,919,673 |
| OTHER INVESTMENTS | FMV | $70,864 | $70,864 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INVESTMENT INCOME | $126,529 | $149,409 | $149,409 |
| EXCISE TAX RECEIVABLE | $180,394 | $331 | $331 |
| DEFERRED TAX ASSET | $31,359 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES | Desc |
| Amt | $7,964,313 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD MEETING EXPENSES | $129,326 | $0 | $129,326 |
| HONORARIA EXPENSES | $43,908 | $0 | $43,908 |
| INTERNAL/TEAM MEETINGS | $23,381 | $0 | $23,381 |
| IT / TELECOMMUNICATIONS | $193,669 | $0 | $193,669 |
| LICENSE & FEES | $1,001 | $0 | $1,001 |
| MARKETING | $130,883 | $0 | $130,883 |
| MEMBERSHIPS | $185,758 | $0 | $185,758 |
| OFFICE SUPPLIES | $2,223 | $0 | $2,223 |
| STAFF TRAINING & DEVELOPMENT | $38,991 | $0 | $38,991 |
| STATE FILING FEE | $400 | $0 | $400 |
| SUBSCRIPTIONS | $9,839 | $0 | $9,839 |
| ACCRUAL TO CASH ADJUSTMENT | $0 | $0 | -$11,605 |
| EVENTS - HOSTED | $3,651 | $0 | $3,651 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $13,811 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $13,811 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $6,133,781 |
| IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES | $7,964,313 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $53,901 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM CONSULTING & EVALUATION | $4,444,543 | $0 | $4,444,543 |
| INVESTMENT MANAGEMENT FEES | $12,819 | $12,819 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX EXPENSES | CategoryTxt |
| Amt | $348,986 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments