THE HEALTH FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE HEALTH FOUNDATION (EIN 98-0570141)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202423109349303112
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T13:52:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980570141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2072578000 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 SALISBURY SQUARE | AddressLine1Txt |
| City | LONDON | CityNm |
| Province Or State | EC4Y 8AP | ProvinceOrStateNm |
| Country | UK | CountryCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA SPEARMAN | PersonNm |
| Person Title | CHIEF FINANCE OFFICER | PersonTitleTxt |
| Foreign Phone | 2072578000 | ForeignPhoneNum |
| Signature | 2024-11-05 | 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 | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JESSICA SPEARMAN | PrincipalOfficerNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 SALISBURY SQUARE | AddressLine1Txt |
| City | LONDON | CityNm |
| Province Or State | EC4Y 8AP | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $253,465,067 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.HEALTH.ORG.UK | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile Country | UK | LegalDomicileCountryCd |
| Activity Or Mission | THE HEALTH FOUNDATION IS AN INDEPENDENT CHARITY COMMITTED TO BRINGING ABOUT BETTER HEALTH AND HEALTHCARE FOR PEOPLE IN THE UK. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 246 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,163,606 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,256,013 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $111,167,908 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,377,735 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,538 | PYOtherRevenueAmt |
| CY Other Revenue | $53,357 | CYOtherRevenueAmt |
| PY Total Revenue | $113,336,052 | PYTotalRevenueAmt |
| CY Total Revenue | $22,687,105 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $45,627,573 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,955,279 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,634,624 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,228,162 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,757,863 | PYOtherExpensesAmt |
| CY Other Expenses | $18,370,693 | CYOtherExpensesAmt |
| PY Total Expenses | $88,020,060 | PYTotalExpensesAmt |
| CY Total Expenses | $63,554,134 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,315,992 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$40,867,029 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,438,876,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,540,007,044 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,536,307 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,018,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,388,339,776 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,495,988,268 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HEALTH FOUNDATION IS AN INDEPENDENT CHARITY COMMITTED TO BRINGING ABOUT BETTER HEALTH AND HEALTHCARE FOR PEOPLE IN THE UK. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,469,482 | ExpenseAmt |
| Grant | $6,286,827 | GrantAmt |
| Desc | INNOVATION - SUPPORTING RADICAL INNOVATION AND IMPROVEMENT IN HEALTH AND CARE SERVICES. THE PROGRAM IS USING OUR FUNDING PROGRAMMES TO ENABLE THE GENERATION AND ADOPTION OF INNOVATION AND IMPROVEMENT ON THE FRONT LINE. USING OUR REPUTATION AND THOUGHT LEADERSHIP TO INFLUENCE SYSTAEM LEVEL CHANGE THROUGH PARTNERSHIPS. SHAPING DEBATE ON EMERGING TOPICS IN HEALTH AND CARE.INFORMING NEW APPROACHES TO CARE IN DIFFERENT SETTINGS AND FACILITATING STAFF ENGAGEMENT AND NETWORKING IN INNOVATION AND IMPROVEMENT PRACTICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,656,325 | ExpenseAmt |
| Grant | $7,369,517 | GrantAmt |
| Desc | HEALTH AND INEQUALITIES: IMPROVING PEOPLE'S HEALTH AND REDUCING INEQUALITIES. THE PROGRAM IS RAISING AWARENESS WITHIN GOVERNMENT OF THE ROLE HEALTH PLAYS IN DETERMINING ECONOMIC OUTCOMES, INCREASING PUBLIC ENGAGEMENT TO ACT ON THE WIDER DETERMINANTS OF HEALTH, INFLUENCING THE GOVERNMENT TO TAKE A WHOLE GOVERNMENT APPROACH TO TACKLING THE WIDER DETERMINANTS AND BUILDING AN INFORMED UNDERSTANDING OF THE DETERMINANTS OF HEALTH TO INFORM POLICY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,135,378 | ExpenseAmt |
| Grant | $4,834,648 | GrantAmt |
| Desc | HEALTH AND CARE POLICY: PROVIDING EVIDENCE AND ANALYSIS TO IMPROVE HEALTH AND CARE POLICY. THE PROGRAM IS USING THE REAL CENTER'S REPUTATION FOR ROBUST AND INDEPENDENT ANALYSIS TO INFORM POLICY DECISIONS, ENCOURAGING CONSIDERATION OF PRODUCTIVITY AS A KEY STRATEGIC ISSUE FOR THE LONG-TERM STABILITY OF THE NHS, UNDERSTANDING WHAT MIGHT HAPPEN TO THE NHS WAITING LIST, CONTRIBUTING TO THE DEBATE ABOUT THE NHS ON ITS 75TH ANNIVERSARY AND ANALYSIS OF THE COMMONWEALTH FUND'S INTERNATIONAL SURVEY OF GPS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,066,266 | ExpenseAmt |
| Grant | $2,464,287 | GrantAmt |
| Desc | OTHERS: CROSS PROGRAMME WORK WHICH INCLUDES EQUALITY, DIVERSITY AND INCLUSION, PUBLIC PARTICIPATION AND ENVIRONMENTAL STABILITY AMONGST OTHER ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,066,266 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,464,287 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $42,327,451 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 246 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSICA SPEARMAN CHIEF FINANCE OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2072578000 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 SALISBURY SQUARE | AddressLine1Txt |
| City | LONDON | CityNm |
| Province Or State | EC4Y 8AP | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | EC4Y 8AP | ForeignPostalCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SIR HUGH TAYLOR | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATIE BLACKLOCK | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SIR DAVID DALTON | |||||||
| GOVERNOR - UNTIL 07/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN EDGE | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC GREGORY | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAVI GURUMURTHY | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORAINE HAWKINS | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH HUSSEY | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRANWEN JEFFREYS | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL NAJSAREK | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROLAND SINKER | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSALIND SMYTH | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SMART | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JENNIFER DIXON | |||||||
| CHIEF EXECUTIVE | 37.50 | Yes (X) | $339,636 | $0 | $888 | ||
| DR JOANNA BIBBY | |||||||
| DIRECTOR OF HEALTH | 35.25 | Yes (X) | $228,699 | $0 | $24,448 | ||
| MS ANITA CHARLESWORTH | |||||||
| DIR. OF RESEARCH & THE REAL CENTRE | 37.50 | Yes (X) | $223,266 | $0 | $19,345 | ||
| MALTE GERHOLD | |||||||
| DIRECTOR OF IMPROVEMENT & INNOV. | 37.50 | Yes (X) | $200,793 | $0 | $21,907 | ||
| NICHOLAS BATESON | |||||||
| COO | 37.50 | Yes (X) | $191,231 | $0 | $21,756 | ||
| PATRICK SOUTH | |||||||
| DIRECTOR OF COMMUNICATIONS | 37.50 | Yes (X) | $178,483 | $0 | $19,080 | ||
| CHARLES TALLACK | |||||||
| DIRECTOR OF DATA ANALYTICS | 37.50 | Yes (X) | $165,734 | $0 | $22,347 | ||
| HUGH ALDERWICK | |||||||
| DIRECTOR OF POLICY | 37.50 | Yes (X) | $144,571 | $0 | $15,455 | ||
| MR AIDAN KEARNEY | |||||||
| CHIEF INVESTMENTS OFFICER | 22.50 | Yes (X) | $142,593 | $0 | $896 | ||
| PENNY PEREIRA | |||||||
| Q INITIATIVE DIRECTOR | 37.50 | $160,634 | $0 | $17,172 | Yes (X) | ||
| STACEY LALLY | |||||||
| Q DEPUTY DIRECTOR | 37.50 | $135,894 | $0 | $15,427 | Yes (X) | ||
| FRANCISCO YEO | |||||||
| CHIEF IT OFFICER | 37.50 | $134,380 | $0 | $14,621 | Yes (X) | ||
| JOANNA WRIGHT | |||||||
| HEAD OF RESPONSIBLE INVESTMENT | 37.50 | $126,523 | $0 | $14,999 | Yes (X) | ||
| PETER STILWELL | |||||||
| ASSISTANT DIRECTOR OF COMMUNICATIONS | 37.50 | $122,319 | $0 | $14,236 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,494,756 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $222,577 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UKRI ESRC | |||||
| CONCEPT HOUSE CARDIFF ROAD | NEWPORT | UK | P10 8QQN | SOCIAL CARE RESEARCH | $1,304,862 |
| THE MEDICAL RESEARCH COUNCIL UKR IMRC | |||||
| POLARIS HOUSE NORTH STAR AVENUE | SWINDON | UK | SN2 1FL | MEDICAL RESEARCH | $1,275,340 |
| SOFTWAREONE UK LTD | |||||
| 41-47 HARTFIELD ROAD WIMBLEDON | LONDON | UK | SW19 3RQ | INFORMATION TECHNOLOGY SERVICES | $1,123,522 |
| SOFTCAT PLC | |||||
| FIELDHOUSE LANE MARLOW | BUCKINGHAMSHIRE | UK | SL7 1LW | INFORMATION TECHNOLOGY SERVICES | $818,207 |
| SCHRODER INVESTMENT MANAGEMENT LIMITED | |||||
| 1 LONDON WALL PLACE | LONDON | UK | EC2Y 5AU | INVESTMENT SERVICES | $800,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 58 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $298,576 | RelatedOrganizationsAmt |
| All Other Contributions | $1,957,437 | AllOtherContributionsAmt |
| Total Contributions | $2,256,013 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,154,825 | TotalRevenueColumnAmt |
| Exclusion | $15,154,825 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $236,000,872 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $230,777,962 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,222,910 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,222,910 | TotalRevenueColumnAmt |
| Exclusion | $5,222,910 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE GAIN | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $53,357 | TotalRevenueColumnAmt |
| Exclusion | $53,357 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $53,357 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,687,105 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,431,092 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,760,637 | TotalAmt |
| Program Services | $1,760,637 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,375 | TotalAmt |
| Program Services | $29,375 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,165,267 | TotalAmt |
| Program Services | $19,165,267 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,961,128 | TotalAmt |
| Program Services | $1,507,998 | ProgramServicesAmt |
| Management And General | $453,130 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,334,238 | TotalAmt |
| Program Services | $13,540,805 | ProgramServicesAmt |
| Management And General | $4,793,433 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,546,891 | TotalAmt |
| Program Services | $1,272,348 | ProgramServicesAmt |
| Management And General | $274,543 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,715 | TotalAmt |
| Program Services | $15,035 | ProgramServicesAmt |
| Management And General | $266,680 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,104,190 | TotalAmt |
| Program Services | $1,607,938 | ProgramServicesAmt |
| Management And General | $496,252 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,092 | TotalAmt |
| Program Services | $1,215 | ProgramServicesAmt |
| Management And General | $121,877 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,016 | TotalAmt |
| Management And General | $247,016 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,932,337 | TotalAmt |
| Management And General | $4,932,337 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,588,275 | TotalAmt |
| Program Services | $3,056,862 | ProgramServicesAmt |
| Management And General | $1,531,413 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955 | TotalAmt |
| Program Services | $955 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,008 | TotalAmt |
| Program Services | $78,935 | ProgramServicesAmt |
| Management And General | $309,073 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,360,621 | TotalAmt |
| Program Services | $39,729 | ProgramServicesAmt |
| Management And General | $3,320,892 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,600,331 | TotalAmt |
| Management And General | $2,600,331 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,868 | TotalAmt |
| Program Services | $198,042 | ProgramServicesAmt |
| Management And General | $55,826 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,352 | TotalAmt |
| Program Services | $52,310 | ProgramServicesAmt |
| Management And General | $140,042 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,577,583 | TotalAmt |
| Management And General | $1,577,583 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,255 | TotalAmt |
| Management And General | $106,255 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,554,134 | TotalAmt |
| Program Services | $42,327,451 | ProgramServicesAmt |
| Management And General | $21,226,683 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544 | BOYAmt |
| EOY | $573 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,992,631 | BOYAmt |
| EOY | $16,082,637 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,463 | BOYAmt |
| EOY | $216,298 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,747 | BOYAmt |
| EOY | $1,341,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,125,029 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,671,691 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,911,659 | BOYAmt |
| EOY | $3,453,338 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $748,842,070 | BOYAmt |
| EOY | $808,059,043 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $658,596,554 | BOYAmt |
| EOY | $705,166,112 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,544 | BOYAmt |
| EOY | $4,829,877 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,546,929 | BOYAmt |
| EOY | $838,355 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,942 | BOYAmt |
| EOY | $19,099 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,438,876,083 | BOYAmt |
| EOY | $1,540,007,044 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,366,461 | BOYAmt |
| EOY | $3,441,209 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,277,139 | BOYAmt |
| EOY | $37,039,240 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,021,977 | BOYAmt |
| EOY | $2,480,366 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $870,730 | BOYAmt |
| EOY | $1,057,961 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,536,307 | BOYAmt |
| EOY | $44,018,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,388,339,776 | BOYAmt |
| EOY | $1,495,988,268 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,388,339,776 | BOYAmt |
| EOY | $1,495,988,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,438,876,083 | BOYAmt |
| EOY | $1,540,007,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$40,867,029 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $75,320,053 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $73,195,468 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,451,318,100 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $108,814,677 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $68,662,936 | OtherExpendituresAmt |
| Administrative Expenses | $15,952,736 | AdministrativeExpensesAmt |
| End Year Balance | $1,475,517,105 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,517,554,843 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,049,322 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $59,231,811 | OtherExpendituresAmt |
| Administrative Expenses | $15,054,254 | AdministrativeExpensesAmt |
| End Year Balance | $1,451,318,100 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,502,232,376 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $216,573,897 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,632,209 | OtherExpendituresAmt |
| Administrative Expenses | $7,939,569 | AdministrativeExpensesAmt |
| End Year Balance | $1,657,234,495 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,398,056,179 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $127,295,517 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,672,067 | OtherExpendituresAmt |
| Administrative Expenses | $5,982,195 | AdministrativeExpensesAmt |
| End Year Balance | $1,465,697,434 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,262,092,166 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $180,963,353 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $43,921,070 | OtherExpendituresAmt |
| Administrative Expenses | $6,329,294 | AdministrativeExpensesAmt |
| End Year Balance | $1,392,805,155 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,853,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,509,159 | DepreciationAmt |
| Book Value | $3,343,958 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,271,912 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,162,532 | DepreciationAmt |
| Book Value | $109,380 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,453,338 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VICTORIA FUND LIMITED PARTNERSHIP | $555,293,817 | F |
| BLACKROCK UK PROPERTY FUND | $30,886,173 | F |
| THE CHARITIES PROPERTY FUND (CORDEA SAVI) | $59,312,699 | F |
| MAYFAIR-PITCH FUND | $10,916,730 | F |
| TWENTY FOUR FUND | $48,756,693 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $705,166,112 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION PROVISION | $557,646 |
| PENSION COMMITMENTS PROVISION AND OTHER LIABILITIES | $257,448 |
| PROVISION FOR DILAPIDATIONS | $242,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,057,961 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $97,953,801 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $75,320,053 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $75,320,053 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,633,748 | RevenueSubtotalAmt |
| Other Revenues Not Included | $53,357 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $53,357 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,687,105 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $63,500,777 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $63,500,777 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $53,357 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $53,357 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $63,554,134 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE EXPENDABLE FUND OF THE HEALTH FOUNDATION (THE FOUNDATION) WAS CREATED FOLLOWING THE SALE OF PPP HEALTHCARE GROUP TO THE GUARDIAN ROYAL EXCHANGE GROUP IN 1998. THE FUND BALANCE REPRESENTS THE PROCEEDS FROM THE SALE OF INVESTMENTS, WHICH WERE DONATED TO THF BY THE OWNERS OF PPP PLUS CUMULATIVE NET INVESTMENT GAINS LESS TRANSFERS TO THE FOUNDATION'S UNRESTRICTED FUND WHICH IS USED TO FUND THE FOUNDATION'S CHARITABLE ACTIVITIES. THE BOARD OF GOVERNORS HAS DECIDED AS A MATTER OF POLICY THAT EACH YEAR AN AMOUNT UP TO THE "SPENDABLE AMOUNT" CAN BE TRANSFERRED FROM THE EXPENDABLE ENDOWMENT FUND TO THE UNRESTRICTED FUND. THE SPENDABLE AMOUNT USES A FORMULA OF 4% OF THE THREE YEAR TRAILING AVERAGE OF THE VALUE OF THF'S INVESTMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FOREIGN EXCHANGE GAIN 53,357. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FOREIGN EXCHANGE GAIN 53,357. |
| PART X, LINE 1 | THE FOUNDATION HAS PROVIDED $257,448 FOR STAFF PENSION COMMITMENTS AND $557,646 OF PENSION PROVISION FOR A FORMER CEO. THIS IS AN ESTIMATE BASED ON ACTUARIAL ADVICE. |
| PART X, XI, AND XIII | THE FOUNDATION'S ANNUAL FINANCIAL STATEMENTS FOR 2023 ARE AVAILABLE ONLINE. FOR THE WEB ADDRESS, REFER TO THE DISCLOSURE FOR PART VI, SECTION C, LINE 19 ON SCHEDULE O. |
| PART VII, LINE 3(A), (B), (C) | PART VII, LINE (3)(A) - THE VICTORIA FUND LIMITED PARTNERSHIP IS FULLY DESCRIBED IN SCHEDULE R AND IS COMPRISED OF HEDGE FUND, CURRENCY HEDGING, PRIVATE EQUITY, INFRASTRUCTURE AND CASH. VALUATION ARE PROVIDED BY THIRD PARTY ADMINISTRATORS AND THE FUND VALUE AT YEAR END WAS $555,293,817 PART VII, LINE (3)(B)- BLACKROCK UK PROPERTY FUND IS NON-LISTED PROPERTY FUND OPEN TO SELECTED INVESTORS. THE FUND IS VALUED BY BLACKROCK'S PROPERTY MANAGERS AND THE YEAR-END VALUE WAS $30,886,173. PART VII, LINE (3)(C) - THE CHARITIES PROPERTY FUND (CORDEA SAVI) IS A NON-LISTED PROPERTY FUND OPEN TO CHARITIES FOR INVESTMENT. THE FUND IS VALUED BY SAVILLS MANAGEMENT AND THE FUND VALUE AT YEAR END WAS $59,312,699. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | 246 | INVESTMENTS | $580,761,973 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $143,243,838 | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | GRANTMAKING | $19,165,267 | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | PROGRAM SERVICES | $21,372,172 | OTHER PROGRAM COSTS |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | MANAGEMENT AND GENERAL | $16,240,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 246 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 246 | TotalEmployeeCnt |
| Subtotal Spent | $780,784,237 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $780,784,237 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (163 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $1,463,920 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $1,304,862 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $1,275,340 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $616,655 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $497,512 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $496,934 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $390,783 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $375,313 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $253,856 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $238,097 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $230,100 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $205,659 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | CROSSCUTTING | $204,627 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $202,381 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $198,228 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $190,309 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $186,567 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $185,957 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $181,330 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $169,419 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $165,806 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $155,540 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $143,261 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $135,597 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $135,382 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $130,597 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $124,378 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $124,378 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $124,378 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $124,378 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $123,903 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $122,869 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $121,517 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $120,806 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $119,396 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $107,498 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $105,721 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $104,408 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $99,720 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $93,284 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $89,456 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $87,065 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $87,065 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $84,757 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | CROSSCUTTING | $82,772 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $81,507 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $76,101 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $74,627 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $72,774 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $72,139 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $71,381 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $69,493 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $66,704 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $66,078 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $65,209 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $63,597 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $63,066 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $62,189 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $61,204 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $58,925 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | CROSSCUTTING | $57,030 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $55,529 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $54,771 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $52,512 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,751 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,751 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,751 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,751 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,751 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,751 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,751 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,751 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,751 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,751 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,748 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,721 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,648 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,648 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,581 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $49,516 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $48,600 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $48,507 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $48,459 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $48,442 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $44,328 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $43,532 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $43,532 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $41,661 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $39,703 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $38,537 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $38,071 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $37,911 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $37,313 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $37,313 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $37,313 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $37,313 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $37,313 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $37,313 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $37,313 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $37,313 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $37,313 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $37,275 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $37,264 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $37,164 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $37,044 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $37,017 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $36,990 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $36,949 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $36,646 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $36,316 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $36,241 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $35,702 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $35,585 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | CROSSCUTTING | $34,813 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $34,596 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $33,709 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $33,068 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $31,095 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $31,095 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $30,580 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $29,851 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | CROSSCUTTING | $29,851 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $29,851 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $29,851 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $27,918 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $27,021 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $24,876 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $24,876 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $24,876 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $24,876 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $24,876 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $24,876 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $24,784 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $24,627 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $24,542 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $24,316 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $24,303 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $23,733 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $21,201 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $19,925 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $19,546 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $18,657 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $17,270 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $15,367 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $15,224 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $15,200 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $13,644 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $12,438 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $12,438 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $12,402 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $12,391 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $11,448 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $11,194 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $9,139 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $8,955 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | HEALTH & INEQUALITIES | $8,014 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $7,836 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $7,481 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EVIDENCE INFORMED POLICY | $7,089 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $6,893 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | DATA ANALYTICS FOR BETTER HEALTH | $6,219 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | IMPROVEMENT & INNOVATION (OR RADICAL IMPROVEMENT) | $6,184 | BACS TRF | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | CROSSCUTTING | $5,970 | BACS TRF | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 113 | Total501c3OrgCnt |
| Total Other Org | 50 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| IMPROVEMENT AND INNOVATION (OR RADICAL IMPROVEMENT) | EUROPE (INCLUDING ICELAND AND GREENLAND) | 5 | $124,764 | BACS TRF |
| EVIDENCE INFORMED POLICY | EUROPE (INCLUDING ICELAND AND GREENLAND) | 3 | $67,972 | BACS TRF |
| HEALTH AND INEQUALITIES | EUROPE (INCLUDING ICELAND AND GREENLAND) | 4 | $43,560 | BACS TRF |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE HEALTH FOUNDATION (THE FOUNDATION) DEVELOPS PROGRAMS THAT WILL ADVANCE ITS CHARITABLE OBJECTIVES. ONCE A PROGRAM IS DEVELOPED, THE FOUNDATION WILL SEEK APPLICATIONS FROM INDIVIDUALS AND ORGANIZATIONS TO CARRY OUT PORTIONS OF THE PROGRAM. THESE APPLICATIONS REQUEST INFORMATION ABOUT THE QUALIFICATIONS, EXPERIENCE AND CAPABILITIES OF ALL APPLICANTS, MEETINGS WITH APPLICANTS TO EXPLAIN WHY THEY WISH TO PARTICIPATE AND A DESCRIPTION OF HOW THE APPLICANT WILL CARRY OUT THE PROGRAM OBJECTIVES. APPLICANTS ARE THEN SCREENED BY A SELECTION PANEL OF THE FOUNDATION WHICH MAY INCLUDE SOME NOMINATED EXTERNAL PEOPLE OF SPECIALIST KNOWLEDGE AND THOSE WHO ARE SUCCESSFUL MUST ENTER INTO AN AWARD AGREEMENT THAT DEFINES THE REQUIREMENTS OF THE GRANT. THE AWARD AGREEMENT CONTAINS PROVISION WHICH REQUIRE REGULAR REPORTING BY THE GRANTEE TO ENSURE THE GRANT IS ONLY USED FOR THE SPECIFIC PURPOSE. THE AGREEMENT REQUIRES ANY UNSPENT GRANT MONIES TO BE RETURNED AT THE CONCLUSION OF THE PROGRAM AND THE FOUNDATION HAS THE RIGHT TO TERMINATE THE AGREEMENT IF THERE IS ANY MATERIAL BREACH. WHERE NEGATIVE FIGURES APPEAR IN PART II, THIS IS A RESULT OF UNSPENT GRANT BEING RETURNED OR TERMINATION OF AGREEMENTS. |
| PART I, LINE 3: | IN ACCORDANCE WITH IRS INSTRUCTIONS, ALL AMOUNTS REPORTED IN PARTS I, II, AND III OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING, THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE F, PART I, LINE 3 | PART I, LINE 3, COLUMN (B)- THE FOUNDATION HAS ONE OFFICE IN EUROPE FROM WHICH ALL ITS ACTIVITIES ARE CARRIED OUT. PART I, LINE 3 - PROGRAM SERVICES EXPENSES, INCLUDING GRANT-MAKING, ARE ALL ITEMIZED IN FORM 990, PART IX, COLUMN (B), LINES 5-24. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE COMMONWEALTH FUND | ||||||||
| 1 EAST 75TH STREET | NEW YORK | NY | 10021 | 131635260 | 501(C)(3) | $1,044,776 | $0 | IMPROVING POLICY |
| BROWN UNIVERSITY SCHOOL OF PUBLIC HEALTH | ||||||||
| BOX 1929 | PROVIDENCE | RI | 029129002 | 050258809 | 501(C)(3) | $435,323 | $0 | RESEARCH ON IMPACT OF COVID-19 ON HEALTH SYSTEMS |
| SOCIAL SCIENCE RESEARCH SOLUTIONS | ||||||||
| 155 GAITHER DRIVE SUITE A | MT LAUREL | NJ | 08054 | 232776958 | FOR PROFIT | $218,349 | $0 | IMPROVING POLICY |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1033 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)(3) | $62,189 | $0 | FUNDING AI SYMPOSIUM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| IMPROVEMENT AND INNOVATION (OR RADICAL IMPROVEMENT) | 1 | $17,540 |
| HEALTH AND INEQUALITIES | 1 | $11,835 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HEALTH FOUNDATION DEVELOPS PROGRAMS THAT WILL ADVANCE ITS CHARITABLE OBJECTIVES. ONCE A PROGRAM IS DEVELOPED, THE FOUNDATION WILL SEEK APPLICATIONS FROM INDIVIDUALS AND ORGANIZATIONS TO CARRY OUT PORTIONS OF THE PROGRAM. THESE APPLICATIONS REQUEST INFORMATION ABOUT THE QUALIFICATION, EXPERIENCE AND CAPABILITIES OF ALL APPLICANTS, MEETINGS WITH APPLICANTS, AND WHY THEY WISH TO PARTICIPATE AND A DESCRIPTION OF HOW THE APPLICANT WILL CARRY OUT THE PROGRAM OBJECTIVES. APPLICANTS ARE THEN SCREENED BY A SELECTION PANEL OF THE FOUNDATION WHICH MAY INCLUDE SOME NOMINATED EXTERNAL PEOPLE OF SPECIALIST KNOWLEDGE AND THOSE WHO ARE SUCCESSFUL MUST ENTER INTO AN AWARD AGREEMENT THAT DEFINES THE REQUIREMENTS OF THE GRANT. THE AWARD AGREEMENT CONTAINS PROVISIONS WHICH ALLOW THE FOUNDATION TO PERFORM SITE MONITORING AND REQUIRES REGULAR REPORTING BY THE GRANTEE TO ENSURE THE GRANT IS USED ONLY FOR THE SPECIFIED PURPOSE. THE AGREEMENT REQUIRES THAT ANY UNSPENT GRANT MONIES SHALL BE RETURNED AT THE CONCLUSION OF THE PROGRAM AND THF HAS THE RIGHT TO TERMINATE AN AWARD AGREEMENT AT ANY TIME IF THERE IS A MATERIAL BREACH. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR JENNIFER DIXON | ||||||||||||||
| CHIEF EXECUTIVE | $339,636 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $888 | $0 | $340,524 | $0 | $0 | $0 |
| DR JOANNA BIBBY | ||||||||||||||
| DIRECTOR OF HEALTH | $228,699 | $0 | $0 | $0 | $0 | $0 | $24,448 | $0 | $0 | $0 | $253,147 | $0 | $0 | $0 |
| MS ANITA CHARLESWORTH | ||||||||||||||
| DIR. OF RESEARCH & THE REAL CENTRE | $223,266 | $0 | $0 | $0 | $0 | $0 | $18,046 | $0 | $1,299 | $0 | $242,611 | $0 | $0 | $0 |
| MALTE GERHOLD | ||||||||||||||
| DIRECTOR OF IMPROVEMENT & INNOV. | $200,793 | $0 | $0 | $0 | $0 | $0 | $21,465 | $0 | $442 | $0 | $222,700 | $0 | $0 | $0 |
| NICHOLAS BATESON | ||||||||||||||
| COO | $191,231 | $0 | $0 | $0 | $0 | $0 | $21,119 | $0 | $637 | $0 | $212,987 | $0 | $0 | $0 |
| PATRICK SOUTH | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $178,483 | $0 | $0 | $0 | $0 | $0 | $19,080 | $0 | $0 | $0 | $197,563 | $0 | $0 | $0 |
| CHARLES TALLACK | ||||||||||||||
| DIRECTOR OF DATA ANALYTICS | $165,734 | $0 | $0 | $0 | $0 | $0 | $22,347 | $0 | $0 | $0 | $188,081 | $0 | $0 | $0 |
| PENNY PEREIRA | ||||||||||||||
| Q INITIATIVE DIRECTOR | $160,634 | $0 | $0 | $0 | $0 | $0 | $17,172 | $0 | $0 | $0 | $177,806 | $0 | $0 | $0 |
| HUGH ALDERWICK | ||||||||||||||
| DIRECTOR OF POLICY | $144,571 | $0 | $0 | $0 | $0 | $0 | $15,455 | $0 | $0 | $0 | $160,026 | $0 | $0 | $0 |
| STACEY LALLY | ||||||||||||||
| Q DEPUTY DIRECTOR | $135,894 | $0 | $0 | $0 | $0 | $0 | $14,465 | $0 | $962 | $0 | $151,321 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | DR. JENNIFER DIXON, WHO SERVES AS CHIEF EXECUTIVE AND ANITA CHARLESWORTH, WHO SERVES AS A DIRECTOR OF RESEARCH AND REAL CENTRE, RECEIVED WELLNESS BENEFITS SUCH AS ACCESS TO FITNESS CLUB AND PERSONAL TRAVEL INSURANCE. |
| PART I, LINE 1B | EMPLOYEE BENEFITS POLICIES, WHICH ARE APPLICABLE TO ALL EMPLOYEES EQUITABLY REGARDLESS OF RANKING IN THE ORGANISATION. |
| SCHEDULE J, PART II | THE HEALTH FOUNDATION (THE FOUNDATION) IS A FOREIGN ORGANIZATION AND REPORTS IN POUNDS STERLING. ALL AMOUNTS ON THIS SCHEDULE IN US $ CONVERTED AT THE RATE $1/0.804. UNDER THF'S MEMORANDUM & ARTICLES OF ASSOCIATION (M&AA), THE TRUSTEES ARE DESCRIBED AS GOVERNORS. THE M&AA STATE THAT GOVERNORS SHALL NOT BE ENTITLED TO ANY REMUNERATION FOR ACTING AS GOVERNORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PARTS VIII, IX, X: | EXCHANGE RATE - THE HEALTH FOUNDATION (THE FOUNDATION) IS A FOREIGN ORGANIZATION AND REPORTS IN POUNDS STERLING. ALL AMOUNTS ON THIS SCHEDULE IN US $ CONVERTED AT THE RATE $1/0.804. UNDER THF'S MEMORANDUM & ARTICLES OF ASSOCIATION (M&AA), THE TRUSTEES ARE DESCRIBED AS GOVERNORS. THE M&AA STATE THAT GOVERNORS SHALL NOT BE ENTITLED TO ANY REMUNERATION FOR ACTING AS GOVERNORS. |
| FORM 990, PART V, LINE 2B: | THE FOUNDATION IS A FOREIGN ORGANIZATION WITH ALL OF ITS ACTIVITIES CARRIED OUT FROM ITS LONDON OFFICE. IT DOES NOT HAVE EMPLOYEES IN THE U.S. AND THEREFORE DOES NOT FILE FORM W-3. THE FULL TIME EQUIVALENT AVERAGE NUMBER OF PERSONS, ALL EMPLOYED IN LONDON, WAS 246. |
| FORM 990, PART V, LINE 4B: | THE FOUNDATION IS A FOREIGN ORGANIZATION AND THEREFORE DOES NOT FILE FORM TD F 90-22.1. ALL BANK ACCOUNTS ARE HELD WITH MAJOR BANKS IN THE UNITED KINGDOM. |
| FORM 990, PART VI, SECTION A, LINE 6 | IN ITS MEMORANDUM & ARTICLES OF ASSOCIATION (M&AA), THE FOUNDATION DESCRIBES ITS TRUSTEES AS "GOVERNORS AND 12 GOVERNORS COMPRISE THE BOARD OF GOVERNORS OF THE FOUNDATION. THE M&AA ALSO STATES THAT GOVERNORS ARE THE MEMBERS OF THE FOUNDATION. THE MEMBERS ARE NOT STOCKHOLDERS OF THE FOUNDATION - AS PREVIOUSLY EXPLAINED IN SCHEDULE O, THE FOUNDATION IS A COMPANY LIMITED BY GUARANTEE AND THEREFORE IT CANNOT HAVE A SHARE CAPITAL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE EXISTING GOVERNORS ELECT NEW GOVERNORS TO THE FOUNDATION. THE PROCESS IS BEGUN BY THE REMUNERATION AND GOVERNANCE COMMITTEE, A COMMITTEE OF THE BOARD. IT INTERVIEWS PROSPECTIVE CANDIDATES AND THEN MAKES A RECOMMENDATION TO THE BOARD. ELECTIONS OF GOVERNORS CAN TAKE PLACE AT MEETINGS OF THE BOARD OF GOVERNORS HOWEVER THIS IS NORMALLY DONE VIA WRITTEN RESOLUTION. THE M&AA LIMIT THE NUMBER OF TERMS FOR WHICH A GOVERNOR MAY BE ELECTED AND THE LENGTH OF EACH TERM. |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE EXPLANATION FOR PART VI, SECTION A, LINE 7A. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM HAS BEEN COMPILED BY THE FINANCIAL TEAM, WITH GOVERNANCE ELEMENTS CHECKED BY THE HEAD OF GOVERNANCE AND FINAL REVIEW CARRIED OUT BY THE CHIEF FINANCE OFFICER. THE BOARD OF GOVERNORS HAS BEEN PROVIDED WITH THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | A GOVERNOR MUST DECLARE THE NATURE AND EXTENT OF ANY DIRECT OR INDIRECT INTEREST WHICH HE OR SHE HAS IN A PROPOSED TRANSACTION OR ARRANGEMENT WITH THE FOUNDATION; AND ANY DUTY OR ANY DIRECT OR INDIRECT INTEREST WHICH HE OR SHE HAS WHICH CONFLICTS OR MAY CONFLICT WITH THE INTERESTS OF THE FOUNDATION OR HIS OR HER DUTIES TO THE FOUNDATION. IF A GOVERNOR'S INTEREST OR DUTY CANNOT REASONABLY BE REGARDED AS LIKELY TO GIVE RISE TO A CONFLICT OF INTEREST OR A CONFLICT OF DUTIES WITH OR IN RESPECT OF THE FOUNDATION, HE OR SHE IS ENTITLED TO PARTICIPATE IN THE DECISION-MAKING PROCESS, TO BE COUNTED IN THE QUORUM AND TO VOTE IN RELATION TO THE MATTER. ANY UNCERTAINTY ABOUT WHETHER A GOVERNOR'S INTEREST OR DUTY IS LIKELY TO GIVE RISE TO A CONFLICT SHALL BE DETERMINED BY A MAJORITY DECISION OF THE OTHER GOVERNORS TAKING PART IN THE DECISION-MAKING PROCESS. IF A GOVERNOR'S INTEREST OR DUTY GIVES RISE (OR COULD REASONABLY BE REGARDED AS LIKELY TO GIVE RISE) TO A CONFLICT OF INTEREST OR A CONFLICT OF DUTIES WITH OR IN RESPECT OF THE FOUNDATION, HE OR SHE MAY PARTICIPATE IN THE DECISION-MAKING PROCESS AND MAY BE COUNTED IN THE QUORUM AND VOTE UNLESS UNDER SPECIFIC CIRCUMSTANCES DETAILS IN THE FOUNDATION'S FULL CONFLICT OF INTEREST POLICY. IF REQUIRED, A GOVERNOR WITH A CONFLICT OF INTEREST OR CONFLICT OF DUTIES MUST TAKE PART IN THE DECISION-MAKING PROCESS ONLY TO SUCH EXTENT AS IN THE VIEW OF THE CHAIR IS NECESSARY TO INFORM THE DEBATE; NOT BE COUNTED IN THE QUORUM FOR THAT PART OF THE PROCESS; AND WITHDRAW DURING THE VOTE AND HAVE NO VOTE ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE REMUNERATION AND GOVERNANCE COMMITTEE OF THE BOARD, WHICH MEETS REGULARLY, APPROVES THE FRAMEWORK AND POLICY DETERMINING THE OVERALL REWARD STRATEGY APPLICABLE TO FOUNDATION EMPLOYEES. IT ALSO DETERMINES THE REWARD, BENEFITS AND - IN THE WIDEST SENSE - COMPENSATION OF THE MEMBERS OF THE EXECUTIVE TEAM WHICH INCLUDES THE CHIEF EXECUTIVE. THE FOUNDATION ENGAGES IN A RIGOROUS PROCESS OF BENCHMARKING THE SENIOR MANAGEMENT'S COMPENSATION TO CONFIRM THAT COMPENSATION OF FOUNDATION STAFF HAS BEEN REASONABLE IN AMOUNT IN LIGHT OF EACH INDIVIDUAL'S DUTIES AND RESPONSIBILITIES AND CONFIRMS THESE LEVELS ARE APPROPRIATE WHEN COMPARED TO OTHER SIMILAR INSTITUTIONS IN THE UK. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENT IS ITS MEMORANDUM AND ARTICLES OF ASSOCIATION (M&AA), AS AMENDED FROM TIME TO TIME, WHICH UNDER THE APPLICABLE LAW IN ENGLAND & WALES, IS FILED AT COMPANIES HOUSE, CROWN WAY, MAINDY, CARDIFF, CF14 3UZ, WALES. COPIES OF THE M&AA MAY BE OBTAINED FROM COMPANIES HOUSE USING ITS WEBSITE- WWW.COMPANIESHOUSE.GOV.UK- UPON PAYMENT OF A NOMINAL FEE. THE COMPANY REGISTRATION NUMBER IS 01714937. THE FOUNDATION'S ANNUAL REPORT, WHICH INCLUDES THE AUDITED FINANCIAL STATEMENTS, IS FILED AT COMPANIES HOUSE AND ALSO WITH THE CHARITY COMMISSION OF ENGLAND & WALES. SOFT COPIES MAY BE OBTAINED FREE OF CHARGE USING THE COMMISSION'S WEBSITE- WWW.CHARITY-COMMISSION.GOV/UK. THE FOUNDATION'S CHARITY REGISTRATION NUMBER IS 286967. THE ANNUAL REPORT IS ALSO AVAILABLE IN PDF FORMAT FROM THE FOUNDATION'S OWN WEBSITE- WWW.HEALTH.ORG.UK. THE FOUNDATION DOES PUBLISH ITS DECLARATIONS OF INTEREST AND CONFLICT OF INTEREST POLICY ON ITS PUBLIC WEBSITE. IT MAKES THE POLICY AVAILABLE TO ITS EMPLOYEES THROUGH THE FOUNDATION'S INTRANET WHICH MAY ONLY BE ACCESSED BY CURRENT EMPLOYEES. |
| FORM 990, PART XI, LINE 9: | GAIN ON TRANSLATION 73,195,468. |
| FORM 990, PART XII, LINE 2A: | THE COMPILATION AND REVIEW OF ENTITY'S FINANCIAL STATEMENTS ARE CARRIED OUT BY THF'S PROFESSIONALLY QUALIFIED FINANCE TEAM. |
| FORM 990, PART XII, LINE 2C: | THE BOARD HAS ESTABLISHED AN AUDIT COMMITTEE TO ASSIST THE BOARD IN MEETING ITS RESPONSIBILITIES IN RESPECT OF FINANCIAL REPORTING AND TO PROVIDE A CHANNEL OF COMMUNICATION BETWEEN THE FOUNDATION'S AUDITORS AND THE BOARD. UNDER THE AUDIT COMMITTEE'S TERMS OF REFERENCE, WHICH ARE REVIEWED REGULARLY, THE COMMITTEE, INTER ALIA, REVIEWS THE ANNUAL REPORT AND FINANCIAL STATEMENTS AND REVIEWS THE EXTERNAL AUDITORS' AUDIT FINDINGS. IT ALSO CONSIDERS AND MAKES RECOMMENDATIONS ON THE APPOINTMENT OF EXTERNAL AUDITORS, THE ROTATION OF EXTERNAL AUDITORS' PARTNERS RESPONSIBLE FOR THE AUDIT AND ANY QUESTIONS RELATING TO THE RESIGNATION OR DISMISSAL OF THE EXTERNAL AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTORIA FUND LP INCORPORATED | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 282 REGENCY COURT GLATEG | AddressLine1Txt |
| City | ST PETER PORT | CityNm |
| Province Or State | GUERNSEY | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | GY1 3RH | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | UK | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | INVESTMENT | PredominantIncomeTypeTxt |
| Share Of Total Income | $8,476,518 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $557,259,466 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.99880 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MEDTRUST INNOVATIONS | |||||||||||
| 8 SALISBURY SQUARE | LONDON | UK | EC4Y 8AP | ROYALTIES FROM INVESTMENT IN MEDICAL JOURNAL | UK | THE HEALTH FOUNDATION | C | $179,197 | $853,916 | 1.00000 | Yes (1) |
| THIS LABS | |||||||||||
| BURHAM HOUSE SPLASH LANE | WYTON | UK | PE287AF | SOFTWARE DEVELOPMENT | UK | THE HEALTH FOUNDATION | C | $39,903 | $3,007,827 | 0.70170 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MEDTRUST INNOVATIONS | ||
| C | $298,576 | FAIR MARKET VALUE |
| MEDTRUST INNOVATIONS | ||
| O | $18,657 | FAIR MARKET VALUE |
| VICTORIA FUND LP INCORPORATED | ||
| S | $14,925,373 | CASH |
| THIS LABS | ||
| R | $4,981,342 | FAIR MARKET VALUE |
Comments