FURP.ORG / PUBLIC DATA EXPLORER

BCBSM FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BCBSM FOUNDATION INC (EIN 36-3525653)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-12
IRS object ID
202342859349100029
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-10-12T02:20:19-00:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN416173747PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Aware Integrated IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 64560AddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55164ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363525653EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BCBSM Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBCBSBusinessNameControlTxt
Phone8668121593PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 64560AddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55164ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL SANDPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8668121593PhoneNum
Signature2023-10-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastSANDPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAware Integrated IncPreparerPersonNm
PTINP01472847PTIN
Phone6516629668PhoneNum
Preparation2023-10-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$73,666,071FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,324InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,324InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,052,952DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,052,952DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,431,224NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,940,439GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,430,615CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,364OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,364OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$13,502,864TotalRevAndExpnssAmt
Total Net Invst Incm$3,502,255TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$330,744CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$325,244CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$367,696OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$367,696OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$137,626PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$137,626PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$465,442OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$465,442OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$103,800TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$17,736TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$17,736TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$231,748OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$227,780OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,953OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,654,792TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$227,780TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,316,697TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,380,401ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,841,421ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,035,193TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$227,780TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,158,118TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,467,671ExcessRevenueOverExpensesAmt
Net Investment Income$3,274,475NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,878,805CashBOYAmt
Cash EOY$367,989CashEOYAmt
Cash EOYFMV$367,989CashEOYFMVAmt
Corporate Stock BOY$72,224,752CorporateStockBOYAmt
Corporate Stock EOY$66,037,114CorporateStockEOYAmt
Corporate Stock EOYFMV$66,037,114CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,951,957CorporateBondsBOYAmt
Corporate Bonds EOY$4,125,436CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,125,436CorporateBondsEOYFMVAmt
Other Investments BOY$166,000OtherInvestmentsBOYAmt
Other Investments EOY$2,962,610OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,962,610OtherInvestmentsEOYFMVAmt
Other Assets BOY$152,248OtherAssetsBOYAmt
Other Assets EOY$172,922OtherAssetsEOYAmt
Other Assets EOYFMV$172,922OtherAssetsEOYFMVAmt
Total Assets BOY$78,373,762TotalAssetsBOYAmt
Total Assets EOY$73,666,071TotalAssetsEOYAmt
Total Assets EOYFMV$73,666,071TotalAssetsEOYFMVAmt
Accounts Payable BOY$727,688AccountsPayableBOYAmt
Accounts Payable EOY$584,419AccountsPayableEOYAmt
Grants Payable BOY$849,536GrantsPayableBOYAmt
Grants Payable EOY$388,516GrantsPayableEOYAmt
Total Liabilities BOY$1,577,224TotalLiabilitiesBOYAmt
Total Liabilities EOY$972,935TotalLiabilitiesEOYAmt
Retained Earning BOY$76,796,538RetainedEarningBOYAmt
Retained Earning EOY$72,693,136RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$76,796,538TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$72,693,136TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$78,373,762TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$73,666,071TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$76,796,538TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,467,671ExcessRevenueOverExpensesAmt
Other Increases$213,099OtherIncreasesAmt
Subtotal$84,477,308SubtotalAmt
Other Decreases$11,784,172OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$72,693,136TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Trade Securities$16,798,464$15,504,904$1,292,951$1,292,951
Capital Gain Distribution$141,975$141,975$141,975
Bonds$4,311-$4,311-$4,311
FieldValueIRS element (for citing)
Capital Gain Net Income$1,430,615CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45,515InvestmentIncomeExciseTaxAmt
Subtotal$45,515SubtotalAmt
Tax Based On Investment Income$45,515TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$48,182EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$11,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$59,182TotalPaymentsAndCreditsAmt
Original Return Tax Paid$59,182OriginalReturnTaxPaidAmt
Overpayment$13,667OverpaymentAmt
Applied To ES Tax$13,667AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.bluecrossmn.com/foundationWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Corporate OfficesBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6516629668PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13400 Yankee DriveAddressLine1Txt
CityEaganCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551211627ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
MARK STEFFEN MD
3400 YANKEE DRIVEEAGANMN55121DIRECTOR000.00$0
RACHEL HARDEMAN
3400 YANKEE DRIVEEAGANMN55121DIRECTOR000.00$1,500
BUKATA HAYES
3400 YANKEE DRIVEEAGANMN55121BOARD CHAIR000.00$0
DANA ERICKSON
3400 YANKEE DRIVEEAGANMN55121DIRECTOR000.00$0
PAUL SAND
3400 YANKEE DRIVEEAGANMN55121SECRETARY000.00$0
ANN HOWES
3400 YANKEE DRIVEEAGANMN55121ASST SECRETARY000.00$0
MAY VANG
3400 YANKEE DRIVEEAGANMN55121DIRECTOR000.00$0
NASH SHAIKH
3400 YANKEE DRIVEEAGANMN55121DIRECTOR000.00$0
NANCY VYSKOCIL
3400 YANKEE DRIVEEAGANMN55121VICE CHAIR000.00$2,000
PAMELA MORET
3400 YANKEE DRIVEEAGANMN55121DIRECTOR000.00$1,000
CAROLYN LINK
3400 YANKEE DRIVEEAGANMN55121PRESIDENT040.00$325,244$72,075
EMILY PIPER
3400 YANKEE DRIVEEAGANMN55121DIRECTOR000.00$1,000

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmt
CLAIRE CHANG
3400 YANKEE DRIVEEAGANMN55121SENIOR PROGRAM OFFIC040.00$170,954$61,967
ALLISON CORRADO
3400 YANKEE DRIVEEAGANMN55121SENIOR PROGRAM OFFIC040.00$149,048$53,266
JANET JABLONSKE
3400 YANKEE DRIVEEAGANMN55121OPERATIONS MANAGER040.00$124,960$40,852
BILAL ALKATOUT
3400 YANKEE DRIVEEAGANMN55121SENIOR PROGRAM OFFIC040.00$55,233$10,576
MAJRA MUCIC GIBBONS
3400 YANKEE DRIVEEAGANMN55121SENIOR PROGRAM OFFIC040.00$59,850$25,268

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Amherst H Wilder Foundation
451 Lexingtion Pkwy NSt PaulMN55104Consulting Service$68,900
Arcadia Research and Evaluation LLC
364 Warwick StSt PaulMN55105Consulting Service$287,536

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Funds were used for overaching program work in support of healthy communities. Areas of focus are education, employment, income, family and social support, and community safety. These are the social factors that drive health outcomes. Addressing and improving inequities in these areas help to improve community health.Description1Txt
Expenses1$287,536Expenses1Amt
Description2Funds supported evaluation of a portfolio of grantees working on health and recial equity projects funded by the Foundaion. Grantee work in this focus area is aimed at advancing community strategies that improve opportunties for people to reach their full health potential.Description2Txt
Expenses2$68,900Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Description2NoneDescription2Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$68,079,661AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,095,004AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$69,174,665TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$69,174,665AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,037,620CashDeemedCharitableAmt
Net Vl Noncharitable Assets$68,137,045NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,406,852MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,406,852MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,515TaxBasedOnInvestmentIncomeAmt
Total Tax$45,515TotalTaxAmt
Distributable Before Adj$3,361,337DistributableBeforeAdjAmt
Distributable Before Ded$3,361,337DistributableBeforeDedAmt
Distributable As Adjusted$3,361,337DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,158,118ExpensesAndContributionsAmt
Qualifying Distributions$6,158,118QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,361,337DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,756,980ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,335,370ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,524,418ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,310,236ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,831,258ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,758,262TotalExcessDistributionCyovAmt
Qualifying Distributions$6,158,118QualifyingDistributionsAmt
Applied To Current Year$3,361,337AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,796,781RemainingDistriFromCorpusAmt
Total Corpus$15,555,043TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,756,980ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,798,063ExcessDistriCyovToNextYrAmt
Excess From Year4$1,335,370ExcessFromYear4Amt
Excess From Year3$2,524,418ExcessFromYear3Amt
Excess From Year2$4,310,236ExcessFromYear2Amt
Excess From Year1$2,831,258ExcessFromYear1Amt
Excess From Current Year$2,796,781ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNoneContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCarolyn LinkRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 64560AddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55164ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8668121593RecipientPhoneNum
Recipient Email Addressfoundationbluecrossmnfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsPlease visit our website at www.bluecrossmn.com/foundation for instructions on how to apply.FormAndInfoAndMaterialsTxt
Submission DeadlinesInquiries are accepted throughout the year and applicants are given a proposal due date at the timeSubmissionDeadlinesTxt
Restrictions On AwardsWe typically do not provide funding for programs outside Minnesota.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Advocates For Human Rights
330 Second Avenue South Suite 800MinneapolisMN55401PCAfghan Legal Assistance Project$30,000
African Community Senior Services
2722 Park AvenueMinneapolisMN55407PCfunding to support the work to create access to insurance coverage in Minnesota$40,000
African Economic Development Solutions
1821 University avenue Suite S-145St PaulMN55104PCAfrican Minnesotan Early Childhood Provider Initiative$100,000
All Nations Rise
34248 250th AveOgemaMN56569PCFirst Children First Nations Child Care Collaborative$120,000
Amherst H Wilder Foundation
451 LEXINGTON PARKWAY NORTHST PAULMN55104PCMinnesota Compass$21,000
CARE Clinic
906 College AvenueRed WingMN55066PCMNsure Enrollment for Diverse Populations Requiring Culturally and Linguistically Competent Care$20,000
Casa de Esperanza
PO Box 40115Saint PaulMN55104PCNurturing Whole, Healthy, and Thriving Latin Families and Communities$100,000
Centro de Trabajadores Unidos en Lucha
3715 Chicago Ave SMinneapolisMN55407PCDeveloping Worker Leadership to Advance Health Equity and Economic Justice$100,000
Centro Tyrone Guzman
1915 Chicago AvenueMinneapolisMN55404PCIntergenerational Montessori Microenterprise$35,000
Children's Defense Fund - Prenatal to 3
3395 Plymouth RoadHopkinsMN55103PCMN Targeted Home Visiting Coalition Support$10,000
Children's Defense Fund-Minnesota
555 Park Street Suite 410St PaulMN55103PCBuilding Power and Raising Voices for MN Families$100,000
CLUES
797 East 7th StreetSt PaulMN55106PCCLUES Access to Coverage$50,000
COALITION OF ASIAN AMERICAN LEADERS
941 Lafond Ave Ste 205St PaulMN55104PCSafe and Welcoming Communities$100,000
Fond du Lac Tribal College
1720 Big Lake RoadCloquetMN55720GOVEngaging Families in Grandmas House$100,000
Frontstream
1480 Commerce Park Drive Ste 300RestonVA20191Expenditure Responsi2020 Community Giving Campaign$42,175
Frontstream
1480 Commerce Park Drive Ste 300RestonVA20191Expenditure Responsi2021 Community Giving Campaign$336,596
FrontStream
11480 Commerce Park DrRestonVA20191Expenditure Responsi2022 MN FoodShare$33,122
Generations Health Care Initiatives
130 W Superior St Ste 700DuluthMN55802PCInsure Duluth Coalition Partner, YMCA$50,000
Grantmakers In Health
1100 Connecticut Avenue NW Suite 12WashingtonDC20036PC2022 GIH funding partner renewal$8,500
Greater Minneapolis Community Connections
1100 East Lake StreetMinneapolisMN55407PC2022 MN FoodShare March Campaign match$33,122
Greater Twin Cities United Way
404 South 8th StreetMinneapolisMN55404PCStart Early Funders Coalition$22,500
Hispanic Outreach Program of Goodhue County
PO Box 146Red WingMN55066PCContinuation, and geographic expansion, of Hispanic-specific services$55,000
Hmong American Partnership
1075 Arcade StSt PaulMN55106PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$50,000
Hope Community Inc
611 East Franklin AvenueMinneapolisMN55082PCEngaging Community and Building Assets for Healing, Safety, and Sanctuary$100,000
Immigrant Law Center of Minnesota
450 North Syndicate Street Suite 20St PaulMN55104PCNew Beginnings - Legal Assistance to Young Undocumented Immigrants$25,000
Immigrant Law Center of Minnesota
450 North Syndicate Street Suite 20St PaulMN55104PCNew Beginnings - Legal Assistance to Young Undocumented Immigrants$130,000
JEWISH COMMUNITY ACTION
2324 University Ave WSaint PaulMN55114PCBuilding a Shared Analysis to Combat Antisemitism and Strengthen Movements for Justice$90,000
La RED Latina de Educacion Temprana
6500 Nicollet AveRichfieldMN55423PCLa Red Latina de Educacion Temprana$100,000
Lakes & Prairies Community Action Partnership Inc
891 Belsly BlvdMoorheadMN56560PCNew American Child Care Program$100,000
Liberty Community Church PCUSA
3700 Broadway Avenue NorthMinneapolisMN55412PCNorthside Healing Space Healthy Connections$100,000
Men and Masculine Folks Network
123 W Superior StDuluthMN55802PCIncreasing the social, emotional and leadership capacity of Men and Masculine Folks$27,000
Mid-Minnesota Legal Assistance
111 N Fifth StreetMinneapolisMN55403PCHealthcare Outreach and Enrollment$120,000
Mid-Minnesota Legal Assistance
111 N Fifth StreetMinneapolisMN55403PCNavigator Coalition$150,000
Minnesota Council on Foundations
800 Washington Ave NMinneapolisMN55401PCPooled Fund for Equitable Distribution of Federal and State Funds$50,000
MN ZEJ ZOG
8940 29TH AVE NNEW HOPEMN55427PCFinding Me Exploring Hmong Identity Through Culture, Language and History$72,550
Native American Community Clinic
1213 East Franklin AvenueMinneapolisMN55404PCIncreasing Access to Care within the Urban Native American Community$50,000
NEXUS COMMUNITY PARTNERS
2314 UNIVERSITY AVE W STE 18SAINT PAULMN55113PCCommunity Engagement for Health Equity$50,000
NORTHFIELD HEALTHY COMMUNITY INITIATIVE
1651 JEFFERSON PARKWAY HS 128NORTHFIELDMN55057PCIncreasing Early Childhood Access Quality in Rice County$25,000
Northland Foundation
202 West Superior StreetDuluthMN55802PCQuality Early Care and Education Improvement Initiative$100,000
NorthPoint Health & Wellness Inc
1256 Penn Ave NMINNEAPOLISMN55411PCAccess to Coverage$100,000
Northside Achievement Zone
2123 West Broadway Ave Suite 100MinneapolisMN55411PCNAZ Early Childhood Education Programs$100,000
Northwest Indian Community Development Center
1819 Bemidji Ave NBemidjiMN56601PCAazhoomon and Increasing Access to Insurance Coverage in Northwest Minnesota$100,000
Northwest Minnesota Foundation
201 3rd St NWBemidjiMN56601PCStep Up - Community of Belonging$100,000
Open Door Health Center
309 Holly LaneMankatoMN56001PCAccess to Coverage$75,000
OutFront Minnesota Community Services
2446 University Ave W ste 112Saint PaulMN55114PCCreating a safe, affirming and equitable Minnesota for LGBTQ youth$40,000
Portico Healthnet
2610 University Avenue West Suite 5St PaulMN55114PCOutreach, Application and Enrollment Assistance for low-income individuals and families$120,000
Project FINE
202 W 3rd StWinonaMN55987PCHealthy Connections Advancing Equity and Addressing Social Determinants of Health$100,000
Rainbow Health Minnesota
2577 Territorial RoadSaint PaulMN55114PCExpanding Insurance Coverage for LGBTQ and HIV-positive Minnesotans$75,000
Regents of the University of Minnesota
200 Oak Street SE Suite 450MinneapolisMN55455Public SchoolDESCRIBING MINNESOTAS UNINSURED AND THE COMMUNITIES IN WHICH THEY LIVE PHASE 4 - DATA REFRESH, PROMOTION TRAINING$40,000
Reviving the Islamic Sisterhood for Empowerment
1007 West Broadway AveMinneapolisMN55411PCMuslim Women Building Social Connectedness$75,000
Saint Paul 3K
PO Box 4232Saint PaulMN55104PCSaint Paul All Ready for Kindergarten$100,000
SEWA-AIFW
6645 James Ave NMinneapolisMN55430PCClosing the Gap Toward Healthy Connections$60,000
Southern Minnesota Regional Legal Services Inc
55 East 5th Street Suite 800St PaulMN55101PCLawyers Advancing Wellness LAW$60,000
ST PAUL YOUTH SERVICES INC
2100 WILSON AVESAINT PAULMN55119PCYouthPowerMN$100,000
St David's Center - Home Visiting
3395 Plymouth RoadHopkinsMN55305PCHome visiting$10,000
Think Small
10 Yorkton CtSaint PaulMN55117PCMinnesota Pilot of Assessing Classroom Sociocultural Equity Scale ACSES$25,000
United Community Action Partnership (UCAP)
200 4th Street SW PO Box 1359WillmarMN56201PCCommunity Connectors Continued$93,000
United Community Action Partnership (UCAP)
200 4th Street SW PO Box 1359WillmarMN56201PCHealth and Equity in Child Care$100,000
United Way of the Brown County Area Inc
PO Box 476New UlmMN56073PCWELCOMING COMMUNITIES PROJECT Healthy Connections$91,500
Voices for Racial Justice
2525 E Franklin Avenue Suite 301MinneapolisMN55406PCHealthcare Accessibility Assessment Initiative$70,000
Voices for Racial Justice
2525 E Franklin Avenue Ste 301MinneapolisMN55406PCCapacity Builder general operations$50,000
Voices for Racial Justice
2525 E Franklin Avenue Ste 301MinneapolisMN55406PCEarly Childhood Parent Fellowship$100,000
WEST BANK CDC INC
1808 RIVERSIDE AVE STE 201MINNEAPOLISMN55454PCIleys Dariis$34,000
WILDFLOWER FOUNDATION
1330 LAGOON AVE 4TH FLOORMINNEAPOLISMN55408PCWildflower Equity Initiative$100,000
YWCA of Minneapolis
1130 Nicollet MallMinneapolisMN55403PCYWCA Holistic, High-Quality ECE Programming for Marginalized Communities$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,865,065TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FrontStream
11480 Commerce Park DrRestonVA20191Expenditure Responsi2022 Community Giving Campaign$315,485
African Economic Development Solutions
1821 University avenue Suite S-145St PaulMN55104PCAfrican Minnesotan Early Childhood Provider Initiative$100,000
All Nations Rise
34248 250th AveOgemaMN56569PCFirst Children First Nations Child Care Collaborative$80,000
Casa de Esperanza
PO Box 40115Saint PaulMN55104PCNurturing Whole, Healthy, and Thriving Latin Families and Communities$100,000
Centro de Trabajadores Unidos en Lucha
3715 Chicago Ave SMinneapolisMN55407PCDeveloping Worker Leadership to Advance Health Equity and Economic Justice$100,000
Centro Tyrone Guzman
1915 Chicago AvenueMinneapolisMN55404PCIntergenerational Montessori Microenterprise$35,000
Children's Defense Fund-Minnesota
555 Park Street Suite 410St PaulMN55103PCBuilding Power and Raising Voices for MN Families$100,000
COALITION OF ASIAN AMERICAN LEADERS
941 Lafond Ave Ste 205St PaulMN55104PCSafe and Welcoming Communities$100,000
Fond du Lac Tribal College
1720 Big Lake RoadCloquetMN55720GOVEngaging Families in Grandmas House$100,000
Hispanic Outreach Program of Goodhue County
PO Box 146Red WingMN55066PCContinuation, and geographic expansion, of Hispanic-specific services$55,000
Hmong American Partnership
1075 Arcade StSt PaulMN55106PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$50,000
Hope Community Inc
611 East Franklin AvenueMinneapolisMN55082PCEngaging Community and Building Assets for Healing, Safety, and Sanctuary$100,000
JEWISH COMMUNITY ACTION
2324 University Ave WSaint PaulMN55114PCBuilding a Shared Analysis to Combat Antisemitism and Strengthen Movements for Justice$90,000
La RED Latina de Educacion Temprana
6500 Nicollet AveRichfieldMN55423PCLa Red Latina de Educacion Temprana$100,000
Lakes & Prairies Community Action Partnership Inc
891 Belsly BlvdMoorheadMN56560PCNew American Child Care Program$100,000
Liberty Community Church PCUSA
3700 Broadway Avenue NorthMinneapolisMN55412PCNorthside Healing Space Healthy Connections$100,000
Men and Masculine Folks Network
123 W Superior StDuluthMN55802PCIncreasing the social, emotional and leadership capacity of Men and Masculine Folks$27,000
MN ZEJ ZOG
8940 29TH AVE NNEW HOPEMN55427PCFinding Me Exploring Hmong Identity Through Culture, Language and History$25,000
NORTHFIELD HEALTHY COMMUNITY INITIATIVE
1651 JEFFERSON PARKWAY HS 128NORTHFIELDMN55057PCIncreasing Early Childhood Access Quality in Rice County$95,000
Northland Foundation
202 West Superior StreetDuluthMN55802PCQuality Early Care and Education Improvement Initiative$100,000
NorthPoint Health & Wellness Inc
1256 Penn Ave NMINNEAPOLISMN55411PCAccess to Coverage$100,000
Northside Achievement Zone
2123 West Broadway Ave Suite 100MinneapolisMN55411PCNAZ Early Childhood Education Programs$100,000
Northwest Minnesota Foundation
201 3rd St NWBemidjiMN56601PCStep Up - Community of Belonging$100,000
Open Door Health Center
309 Holly LaneMankatoMN56001PCAccess to Coverage$75,000
OutFront Minnesota Community Services
2446 University Ave W ste 112Saint PaulMN55114PCCreating a safe, affirming and equitable Minnesota for LGBTQ youth$40,000
Project FINE
202 W 3rd StWinonaMN55987PCHealthy Connections Advancing Equity and Addressing Social Determinants of Health$100,000
Rainbow Health Minnesota
2577 Territorial RoadSaint PaulMN55114PCExpanding Insurance Coverage for LGBTQ and HIV-positive Minnesotans$75,000
Regents of the University of Minnesota
200 Oak Street SE Suite 450MinneapolisMN55455Public SchoolDESCRIBING MINNESOTAS UNINSURED AND THE COMMUNITIES IN WHICH THEY LIVE PHASE 4 - DATA REFRESH, PROMOTION TRAINING$40,000
Reviving the Islamic Sisterhood for Empowerment
1007 West Broadway AveMinneapolisMN55411PCMuslim Women Building Social Connectedness$75,000
Saint Paul 3K
PO Box 4232Saint PaulMN55104PCSaint Paul All Ready for Kindergarten$100,000
SEWA-AIFW
6645 James Ave NMinneapolisMN55430PCClosing the Gap Toward Healthy Connections$60,000
Southern Minnesota Regional Legal Services Inc
55 East 5th Street Suite 800St PaulMN55101PCLawyers Advancing Wellness LAW$60,000
ST PAUL YOUTH SERVICES INC
2100 WILSON AVESAINT PAULMN55119PCYouthPowerMN$100,000
United Community Action Partnership (UCAP)
200 4th Street SW PO Box 1359WillmarMN56201PCHealth and Equity in Child Care$100,000
United Way of the Brown County Area Inc
PO Box 476New UlmMN56073PCWELCOMING COMMUNITIES PROJECT Healthy Connections$91,500
Voices for Racial Justice
2525 E Franklin Avenue Ste 301MinneapolisMN55406PCEarly Childhood Parent Fellowship$87,000
WEST BANK CDC INC
1808 RIVERSIDE AVE STE 201MINNEAPOLISMN55454PCIleys Dariis$34,000
WILDFLOWER FOUNDATION
1330 LAGOON AVE 4TH FLOORMINNEAPOLISMN55408PCWildflower Equity Initiative$100,000
YWCA of Minneapolis
1130 Nicollet MallMinneapolisMN55403PCYWCA Holistic, High-Quality ECE Programming for Marginalized Communities$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,409,985TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,324ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,052,952ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,364ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,431,224ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,502,864ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,502,864TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/aLineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcYes (true)PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (true)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
BCBSM Inc
1b(6)$777,716BCBSM, Inc. employees performed personal services for reporting organisation
BCBSM Inc
1c$1Sharing of Facilties
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonAvailable Upon RequestContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 64560AddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55164ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNoneDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$4,125,436EOYBookValueAmt
EOYFMV$4,125,436EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$66,037,114EOYBookValueAmt
EOYFMV$66,037,114EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemAsset-backed securitiesCategoryOrItemTxt
Book Value$2,962,610BookValueAmt
EOYFMV$2,962,610EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSee statement 1 attachedDesc
BOY Book Value$152,248BOYBookValueAmt
EOY Book Value$172,922EOYBookValueAmt
EOYFMV$172,922EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUnrealized depreciation on investmentsDesc
Amt$11,784,172Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOtherDesc
Revenue And Expenses Per Books$231,748RevenueAndExpensesPerBooksAmt
Net Investment Income$227,780NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,953DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMiscellaneous investment incomeDesc
Revenue And Expenses Per Books$12,364RevenueAndExpensesPerBooksAmt
Net Investment Income$12,364NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOtherDesc
Amt$213,099Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Professional fees$78,125$78,125
Unrestricted Grantee Support$387,317$387,317

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome taxCategoryTxt
Amt$103,800Amt