CALIFORNIA PHYSICIANS SERVICE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA PHYSICIANS SERVICE FOUNDATION (EIN 94-2822302)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-30
IRS object ID
202512739349101051
Schema version
2024v5.2
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)
Return2025-09-30T11:26:07-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON STE 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945835004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942822302EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA PHYSICIANS' SERVICE FDNBusinessNameLine1Txt
Business Name Line2DBA BLUE SHIELD OF CALIFORNIA FDNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone4152296080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 MONTGOMERY STREET SUITE 1200AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH CHANGPersonNm
Person TitleCEOPersonTitleTxt
Phone4152296080PhoneNum
Signature2025-09-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATY BROWNPreparerPersonNm
PTINP00650274PTIN
Phone9257902600PhoneNum
Preparation2025-09-16PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$80,742,263FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,126,479ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,397,391DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,397,391DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,680,145NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$44,424,101GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,843,160CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,842OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$24,210,857TotalRevAndExpnssAmt
Total Net Invst Incm$17,240,551TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$75,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$75,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$63,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$63,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,209,815OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,784OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,200,031OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$252,125TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$182,361TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$182,361TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$931,156OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,359,214OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,713,457TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,784TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,879,606TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,071,045ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,626,371ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,784,502TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,784TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,505,977TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,426,355ExcessRevenueOverExpensesAmt
Net Investment Income$17,230,767NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$180,190CashBOYAmt
Cash EOY$277,295CashEOYAmt
Cash EOYFMV$277,295CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,385,852SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,229,696SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,229,696SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,598AcctRcvblAmt
Acct Rcvbl BOY$5,536AcctRcvblBOYAmt
Acct Rcvbl EOY$1,598AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,598AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$108,793PrepaidExpensesBOYAmt
Prepaid Expenses EOY$181,046PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$181,046PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$26,530,523CorporateStockBOYAmt
Corporate Stock EOY$25,644,877CorporateStockEOYAmt
Corporate Stock EOYFMV$25,644,877CorporateStockEOYFMVAmt
Other Investments BOY$43,990,537OtherInvestmentsBOYAmt
Other Investments EOY$50,204,433OtherInvestmentsEOYAmt
Other Investments EOYFMV$50,204,433OtherInvestmentsEOYFMVAmt
Other Assets BOY$149,740OtherAssetsBOYAmt
Other Assets EOY$203,318OtherAssetsEOYAmt
Other Assets EOYFMV$203,318OtherAssetsEOYFMVAmt
Total Assets BOY$77,351,171TotalAssetsBOYAmt
Total Assets EOY$80,742,263TotalAssetsEOYAmt
Total Assets EOYFMV$80,742,263TotalAssetsEOYFMVAmt
Accounts Payable BOY$900,741AccountsPayableBOYAmt
Accounts Payable EOY$544,937AccountsPayableEOYAmt
Grants Payable BOY$279,900GrantsPayableBOYAmt
Grants Payable EOY$724,574GrantsPayableEOYAmt
Other Liabilities BOY$53,901OtherLiabilitiesBOYAmt
Other Liabilities EOY$79,618OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,234,542TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,349,129TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$76,116,629NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$79,393,134NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$76,116,629TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$79,393,134TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$77,351,171TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$80,742,263TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$76,116,629TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,426,355ExcessRevenueOverExpensesAmt
Other Increases$9,963,464OtherIncreasesAmt
Subtotal$87,506,448SubtotalAmt
Other Decreases$8,113,314OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$79,393,134TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$25,401,063$22,778,477$2,622,586$2,622,586
PUBLICLY TRADED SECURITIESP$19,023,038$6,802,464$12,220,574$12,220,574
FieldValueIRS element (for citing)
Capital Gain Net Income$14,843,160CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$239,508InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$239,508SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$239,508TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$272,249EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$272,249TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$32,741OverpaymentAmt
Applied To ES Tax$32,741AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BLUESHIELDCAFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH CHANG CEOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4152296080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1315 MONTGOMERY STREET SUITE 1200AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADRIANE LAMAR SNIDER
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104CHAIR, AUDIT COMMITTEE1.00$9,000$0$2,679
HELEN DUPLESSIS MD MPH
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104CHAIR, GOVERNANCE COMMITTEE1.00$12,500$0$914
KATHERINE FLORES MD
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104CHAIR, HR COMMITTEE1.00$10,500$0$828
LUIS GRANADOS
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$9,000$0$0
MARICELA RIOS
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$10,500$0$3,462
RAYMOND J BAXTER
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$13,500$0$507
SHARON KIMBERLY BELSHE
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104BOARD CHAIR1.00$10,000$0$566
DEBORAH I CHANG
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104PRESIDENT AND CEO40.00$0$0$0
LISA DAVIS
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$0$0$0
SANDY CLARKE
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line2USAddress/AddressLine2Txt
DAYLIGHT DESIGN LLC
375 ALABAMA STREET SUITE 380SAN FRANCISCOCA94110CONSULTING SERVICES$378,500
PERRY UNDEM LLC
4800 HAMPDEN LANEBETHESDAMD20814CONSULTING SERVICES$360,000
IMPACT JUSTICE
2930 LAKESHORE AVENUE SUITE 300OAKLANDCA94610CONSULTING SERVICES$346,020
BRIGHT RESEARCH GROUP
1211 PRESERVATION PARK WAYOAKLANDCA94612CONSULTING SERVICES$205,500
NVG LLC
1640 RHODE ISLAND AVENUE NORTHWESTWASHINGTONDC20036CONSULTING SERVICES$198,000SUITE 700
FieldValueIRS element (for citing)
Contractor Paid Over50k28ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DAYLIGHT DESIGN LLCCONTRACT 1288 - CHANGING THE CONVERSATION CAMPAIGN 2024DVAM CAMPAIGN AND JOURNALIST PLAYBOOK LAUNCHIN THE FIRST HALF OF 2024, DAYLIGHT COLLABORATED WITH THE BLUE SHIELD OF CALIFORNIA FOUNDATION AND A SIX-MEMBER ADVISORY GROUP FORMED WITH THE HELP OF THE CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE (CPEDV) TO CO-DESIGN AND DEVELOP VERSION ONE OF A JOURNALIST PLAYBOOK FOR COVERING DOMESTIC VIOLENCE. THIS PLAYBOOK IS THE FOUNDATION OF BLUE SHIELD OF CALIFORNIA FOUNDATION'S PARTICIPATION IN THE ANNUAL DOMESTIC VIOLENCE AWARENESS MONTH. THIS APPROACH SERVES TWO GOALS:-A DVAM CAMPAIGN THAT WORKS IN SERVICE OF 'CHANGING THE CONVERSATION' ABOUT DOMESTIC VIOLENCE AND ENGAGING WITH HOW IT'S COVERED IN THE MEDIA. -THE REFINEMENT AND DISTRIBUTION OF THE JOURNALIST PLAYBOOK.Description1Txt
Expenses1$378,500Expenses1Amt
Description2PERRY UNDEM LLCCONTRACT 1296 - PUBLIC OPINION POLL - CALIFORNIA SURVEYTHE EDS IS SPEARHEADING THE NEXT ROUND OF THE PUBLIC OPINION POLL AND WILL PARTNER WITH PERRYUNDEM TO COMMISSION THIS PROJECT. THE OVERARCHING GOAL IS TO CONDUCT A STATEWIDE SURVEY TO ASSESS PUBLIC OPINION THAT WILL ENABLE BLUE SHIELD OF CALIFORNIA FOUNDATION (BSCF) TO HELP PARTNERS, ADVOCATES, INFLUENCERS, AND DECISION-MAKERS UNDERSTAND WHAT CALIFORNIANS WANT AND NEED. THIS ALSO OFFERS BSCF AN OPPORTUNITY TO USE LEARNINGS TO INFORM THEIR DECISION-MAKING FOR STRATEGIES AND BUILD EVIDENCE THAT CAN SUPPORT THEIR WORK.THIS CONTRACT WILL SUPPORT THE DEVELOPMENT AND EXECUTION OF THE SURVEY THAT ALIGNS WITH THE TOPICS AND QUESTIONS OF INTEREST OF THE FOUNDATION AND THEIR STAFF. THIS SCOPE ENSURES QUANTITATIVE METHODS WILL TAKE PLACE AND RESULTS WILL PROVIDE UPDATED/NEW DATA. IN ADDITION, THE TEAMS ARE EXPLORING OPPORTUNITIES TO BRING IN QUALITATIVE WORK TO INFORM THE SURVEY INSTRUMENT AND/OR SUPPLEMENT THE SURVEY.Description2Txt
Expenses2$360,000Expenses2Amt
Description3IMPACT JUSTICECONTRACT 1263 - RESTORATIVE JUSTICE COHORT EVALUATIONIMPACT JUSTICE (IJ) WILL SUPPORT THE FOUNDATION IN CONDUCTING A CROSS-COHORT EVALUATION THAT DEFINES AND DOCUMENTS ORGANIZATION'S IMPLEMENTATION/MODEL OF RESTORATIVE PRACTICES AND ASSESSES THE PROMISING PRACTICES OF THEIR RESTORATIVE RESPONSES THAT PROMOTE HEALING, SAFETY, AND ACCOUNTABILITY TO END AND PREVENT DOMESTIC VIOLENCE, WHILE ALSO PROVIDING EVALUATION TECHNICAL SUPPORT TO GRANTEES. THE SCOPE OF THIS EVALUATION IS DESIGNED TO STRENGTHEN COMMUNITY-BASED PRACTICES AND BUILD EVIDENCE FOR THE PREVENTION OF DOMESTIC VIOLENCE WITH RESTORATIVE PRINCIPLES. IJ WILL DEVELOP AND CONDUCT A LEARNING EVALUATION THAT WILL INFORM GRANTEES, FUNDERS, AND THE FIELD OF VIOLENCE PREVENTION ABOUT USING RESTORATIVE RESPONSES AS AN ALTERNATIVE SOLUTION TO ADDRESS AND END DOMESTIC VIOLENCE. DURING THE DURATION OF THE CONTRACT, IJ WILL SUPPORT GRANTEE'S EVALUATION AND LEARNING ACTIVITIES TO ASSESS KEY OBJECTIVES AND OUTCOMES AT THEDescription3Txt
Expenses3$346,020Expenses3Amt
Description4BRIGHT RESEARCH GROUPCONTRACT 1302- BRG DEV EVAL YR 3BRG WILL DESIGN AND IMPLEMENT A GRANTEE-CENTERED EVALUATION TO ACHIEVE THE FOLLOWING GOALS: 1) DESIGN AN INQUIRY THAT IS ACTIONABLE FOR GRANTEES AND PROVIDES INSIGHTS TO ALIGNING SYSTEMS WITH COMMUNITY PRIORITIES APPROACH AREA; 2) DISSEMINATE LEARNINGS FROM THE ECOSYSTEM MAPPING AND OTHER EVALUATION ACTIVITIES THAT TELL THE STORY OF HOW SYSTEMS CHANGE CONTRIBUTES TO HEALTH EQUITY AND COMMUNITY IMPACT; 3) BUILD THE CAPACITY OF ALIGNING SYSTEMS WITH COMMUNITY PRIORITIES APPROACH TEAM TO TEST THEIR HYPOTHESIS AND TELL THE STORY OF GRANTEE IMPACT.Description4Txt
Expenses4$127,500Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$66,577,489AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,608,582AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$72,186,071TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$72,186,071AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,082,791CashDeemedCharitableAmt
Net Vl Noncharitable Assets$71,103,280NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,555,164MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,555,164MinimumInvestmentReturnAmt
Tax Based On Investment Income$239,508TaxBasedOnInvestmentIncomeAmt
Total Tax$239,508TotalTaxAmt
Distributable Before Adj$3,315,656DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,315,656DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,315,656DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,505,977ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,505,977QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,315,656DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$28,366,145ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$42,109,142ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,056,576ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$43,990,317ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,668,081ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$165,190,261TotalExcessDistributionCyovAmt
Qualifying Distributions$22,505,977QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,315,656AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,190,321RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$184,380,582TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$28,366,145ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$156,014,437ExcessDistriCyovToNextYrAmt
Excess From Year4$42,109,142ExcessFromYear4Amt
Excess From Year3$30,056,576ExcessFromYear3Amt
Excess From Year2$43,990,317ExcessFromYear2Amt
Excess From Year1$20,668,081ExcessFromYear1Amt
Excess From Current Year$19,190,321ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBLUE SHIELD OF CALIFORNIA FOUNDATIORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1315 MONTGOMERY STREET SUITE 1200AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4152296080RecipientPhoneNum
Recipient Email AddressBSCF@BLUESHIELDCAFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsGO TO OUR WEBSITE: HTTPS://BLUESHIELDCAFOUNDATION.ORG/GRANTSFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WEBSITE FOR CURRENT DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsTHE BLUE SHIELD OF CALIFORNIA FOUNDATION IS COMMITTED TO MAKING HEALTHCARE ACCESSIBLE, EFFECTIVE, AND AFFORDABLE FOR ALL CALIFORNIANS, PARTICULARLY UNDERSERVED PEOPLE, AND TO ENDING DOMESTIC VIOLENCE. IN 2024, THE FOUNDATION DISTRIBUTED RESOURCES ACROSS SEVEN PRIORITY AREAS, WHICH INVOLVED GRANT MAKING AND OTHER PROGRAMMATIC ACTIVITIES (E.G., RESEARCH, COMMUNICATIONS, COMMUNITY ENGAGEMENT AND PUBLIC AFFAIRS) THAT ADVANCE THE OUTCOMES SOUGHT BY THE FOUNDATION'S LONG TERM STRATEGY. PLEASE SEE OUR WEBSITE FOR MORE DETAILS ON PROGRAMMATIC PRIORITIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AAPI WOMEN LEAD
1901 HARRISON ST STE 1100OAKLANDCA946123648N/APCGENERAL OPERATING SUPPORT$30,000
ALLIANCE FOR COMMUNITY TRANSFORMATIONS
PO BOX 2075MARIPOSACA95338N/APCSGP: BUILDING CAPACITY TO SUPPORT CALIFORNIA HMONG ADVOCATES NETWORK - BUILDING OUR FUTURE$30,000
ANTI POLICE-TERROR PROJECT INC
893 WILLOW STREETOAKLANDCA94607N/APCEMERGING LEADERS$12,341
ASIAN PACIFIC FUND
345 CALIFORNIA STREET SUITE 700SAN FRANCISCOCA94104N/APCGENERAL OPERATING SUPPORT$100,000
ASIAN PACIFIC INSTITUTE ON GENDER-BASED VIOLENCE
500 12TH STREET SUITE 330OAKLANDCA94607N/APCTHE ALLIANCE FOR IMMIGRANT SURVIVORS$275,000
ASIAN RESOURCES INC
6270 ELDER CREEK ROADSACRAMENTOCA95824N/APCADDRESSING HEALTH DISPARITIES THROUGH IMPROVING AANHPI DATA COLLECTION AND REPORTING PRACTICES WITHIN LOCAL AND STATE DEPARTMENTS OF PUBLIC HEALTH$225,000
BLACK EMOTIONAL AND MENTAL HEALTH COLLECTIVE
PO BOX 702CULVER CITYCA90232N/APCEVALUATING STRENGTHS-BASED MULTIGENERATIONAL MODELS THAT PREVENT DOMESTIC VIOLENCE$400,000
CALIFORNIA PAN-ETHNIC HEALTH NETWORK
2991 SACRAMENTO ST 298BERKELEYCA94702N/APCGENERAL OPERATING SUPPORT$175,000
CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE
PO BOX 151SACRAMENTOCA958120151N/APCSGP: GENERAL OPERATING SUPPORT$30,000
CALMATTERS
1017 L STREET 261SACRAMENTOCA95814N/APCDOMESTIC VIOLENCE PREVENTION JOURNALISM BY AND FOR COMMUNITY$100,000
CALMATTERS
1017 L STREET 261SACRAMENTOCA95814N/APCSGP: ALIANZA METROPOLITAN NEWS$50,000
CATALYST CALIFORNIA
PO BOX 39347LOS ANGELESCA90039N/APCTHE BUDGET POWER PROJECT$300,000
CATALYST OF SAN DIEGO & IMPERIAL COUNTIES
5060 SHOREHAM PLACE ROOM 350SAN DIEGOCA921225903N/APCGENERAL OPERATING SUPPORT$100,000
CENTER FOR COMMUNITY CHANGE
1536 U STREET NWWASHINGTONDC20009N/APCPROMOTING ECONOMIC EQUITY THROUGH NARRATIVE CHANGE$200,000
CENTER FOR EFFECTIVE PHILANTHROPY INC
675 MASSACHUSETTS AVE 7TH FLOORCAMBRIDGEMA021393309N/APCGENERAL OPERATING SUPPORT$50,000
CENTER FOR INDEPENDENT DOCUMENTARY
PO BOX 95216NEWTONMA02495N/APCMAKE A CIRCLE DOCUMENTARY IMPACT CAMPAIGN$50,000
CENTER FOR YOUNG WOMEN'S DEVELOPMENT (YOUNG WOMEN'S FREEDOM CENTER)
832 FOLSOM STREET SUITE 700SAN FRANCISCOCA94107N/APCEVALUATING STRENGTHS-BASED MULTIGENERATIONAL MODELS THAT PREVENT DOMESTIC VIOLENCE$400,000
CENTER FOR YOUNG WOMEN'S DEVELOPMENT (YOUNG WOMEN'S FREEDOM CENTER)
832 FOLSOM STREET SUITE 700SAN FRANCISCOCA94107N/APCSGP: GENERAL OPERATING SUPPORT$37,000
CENTRAL VALLEY COMMUNITY FOUNDATION
1260 FULTON STFRESNOCA93721N/APCSUMMIT ON HEALTH AND SAFETY$50,000
CERES COMMUNITY PROJECT
1003 GRAVENSTEIN HWY NSEBASTOPOLCA95472N/APCCBO CALAIM ADVOCACY CONVENING$10,000
CHANGELAB SOLUTIONS
2201 BROADWAY STE 701OAKLANDCA94612N/APCSUPPORTING PUBLIC HEALTH DEPARTMENTS TO OPERATIONALIZE HEALTH EQUITY$200,000
COMMON CAUSE EDUCATION FUND
430 S GARFIELD AVEALHAMBRACA91801N/APCSGP: GENERAL OPERATING SUPPORT$50,000
COMMUNITY FORWARD SF INC
1171 MISSION STSAN FRANCISCOCA94103N/APCADVANCING A HOUSING COALITION IN SAN FRANCISCO$200,000
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607N/APCADVANCING EQUITABLE DATA AND EVALUATION PRACTICES THROUGH THE REALIZE POWER LEADERSHIP PROGRAM$100,000
COMMUNITY PARTNERS
1000 N ALAMEDA STREET SUITE 240LOS ANGELESCA900121804N/APCEMERGING LEADERS$40,000
CONTRA COSTA FAMILY JUSTICE CENTER ALLIANCE
256 24TH STREETRICHMONDCA94804N/APCSGP: CAPACITY BUILDING SUPPORT TO THE ALLIANCE'S DOMESTIC VIOLENCE PREVENTION MULTISECTOR COLLABORATIVE$30,000
CONTRA COSTA FAMILY JUSTICE CENTER ALLIANCE
256 24TH STREETRICHMONDCA94804N/APCTHE COLLECTIVE HEALING AND TRANSFORMATION PROJECT$500,000
DOWNTOWN WOMEN'S CENTER
442 SOUTH SAN PEDRO STREETLOS ANGELESCA90013N/APCCREATING HOUSING STABILITY FOR DOMESTIC VIOLENCE SURVIVORS IN LOS ANGELES$450,000
ECONOMIC SECURITY PROJECT INC
228 PARK AVE S PMB 32482NEW YORKNY100031502N/APCCALIFORNIA GUARANTEED INCOME NOW CONFERENCE$25,000
ECONOMIC SECURITY PROJECT INC
228 PARK AVE S PMB 32482NEW YORKNY100031502N/APCSGP: GENERAL OPERATING SUPPORT$35,000
EQUAL RIGHTS ADVOCATES
611 MISSION STREET 4TH FLOORSAN FRANCISCOCA94105N/APCSUPPORTING STRONGER CALIFORNIAS ECONOMIC SECURITY POLICY AND ADVOCACY AGENDA$150,000
FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM INC
PO BOX 48OAK CREEKWI53154N/APCGENERAL OPERATING SUPPORT TO THE CALIFORNIA WORK & FAMILY COALITION$525,000
FAMILY VIOLENCE LAW CENTER
470 27TH STREETOAKLANDCA94612N/APCADVANCING A HOMELESSNESS AND DOMESTIC VIOLENCE COALITION IN ALAMEDA COUNTY$65,000
FREEFROM
12405 VENICE BLVD 422LOS ANGELESCA90066N/APCSURVIVORMADE FILM OAKLAND PREMIERE$25,000
GEORGE WASHINGTON UNIVERSITY
1922 F ST NW 4TH FLOORWASHINGTONDC200520042N/APCTHE FUNDERS FORUM ON ACCOUNTABLE HEALTH: SCALING COMMUNITY-DRIVEN HEALTH EQUITY INITIATIVES$150,000
GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES
PO BOX 2178PETALUMACA94953N/APCGENERAL OPERATING SUPPORT$100,000
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L STREET NW SUITE 650WASHINGTONDC20005N/APCGENERAL OPERATING SUPPORT$100,000
GRANTMAKERS IN HEALTH
1100 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036N/APCGENERAL OPERATING SUPPORT$100,0001100
HEALTH LEVEL SEVEN INTERNATIONAL
455 E EISENHOWER PKWY STE 300 025ANN ARBORMI48108N/ANCTHE GRAVITY PROJECT$50,000
HISPANICS IN PHILANTHROPY
414 13TH ST 200OAKLANDCA946122603N/APCGENERAL OPERATING SUPPORT FOR CHANGE PHILANTHROPY$50,000
HOMEBOY INDUSTRIES
130 W BRUNO STLOS ANGELESCA900121815N/APCADVANCING RESTORATIVE PRACTICES TO PREVENT DOMESTIC VIOLENCE$200,000
HUMAN IMPACT PARTNERS
PO BOX 3268OAKLANDCA94609N/APCGENERAL OPERATING SUPPORT$200,000
INDEPENDENT ARTS & MEDIA
PO BOX 420442SAN FRANCISCOCA94142N/APCCOMMUNITY-DRIVEN REPORTING ON HEALTH EQUITY ISSUES$100,000
INTERNATIONAL RESCUE COMMITTEE
5348 UNIVERSITY AVENUE SUITE 205SAN DIEGOCA92105N/APCSGP: THE FAMILY CHILD CARE SUCCESS PROGRAM$33,000
JENESSE CENTER INC
PO BOX 8476LOS ANGELESCA90008N/APCLEADERSHIP COUNCIL FOR DOMESTIC VIOLENCE AND HEALTH CARE OF LOS ANGELES$500,000
LATINO COMMUNITY FOUNDATION
235 MONTGOMERY STREET SUITE 1160SAN FRANCISCOCA94104N/APCSTRENGTHENING CIVIC ENGAGEMENT OF COMMUNITIES$100,000
LATINO COMMUNITY FOUNDATION
235 MONTGOMERY STREET SUITE 1160SAN FRANCISCOCA94104N/APCGENERAL OPERATING SUPPORT$100,000
MANATT
2049 CENTURY PARK EAST SUITE 1700LOS ANGELESCA90067N/ANCADDRESSING HEALTH-RELATED SOCIAL NEEDS THROUGH MEDICAID POLICY$50,000
MUJERES UNIDAS Y ACTIVAS
3543 18TH ST 23SAN FRANCISCOCA941101684N/APCEVALUATING STRENGTHS-BASED MULTIGENERATIONAL MODELS THAT PREVENT DOMESTIC VIOLENCE$400,000
MUJERES UNIDAS Y ACTIVAS
3543 18TH ST 23SAN FRANCISCOCA941101684N/APCSUPPORTING THE CALIFORNIA DOMESTIC WORKERS COALITION$1,000,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001N/APCGENERAL OPERATING SUPPORT$150,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036N/APCREDUCING GUN-RELATED DOMESTIC VIOLENCE IN CALIFORNIA$100,000
NORTHERN CALIFORNIA GRANTMAKERS
160 SPEAR STREET SUITE 360SAN FRANCISCOCA94105N/APCGENERAL OPERATING SUPPORT$100,000
OPED PROJECT PUBLIC KNOWLEDGE FUND INC
906 AMSTERDAM AVENEW YORKNY10025N/APCPUBLIC VOICES FELLOWSHIP FOR DOMESTIC VIOLENCE PREVENTION$170,000
PALM SPRINGS AIR MUSEUM
745 NORTH GENE AUTRY TRAILPALM SPRINGSCA92262N/APCGENERAL OPERATING SUPPORT FOR CA STORM RELIEF$25,000
PICO CALIFORNIA
2143 EAST CESAR E CHAVEZ AVELOS ANGELESCA90033N/APCGENERAL OPERATING SUPPORT$200,000
PICO CALIFORNIA
2143 EAST CESAR E CHAVEZ AVELOS ANGELESCA90033N/APCSTRENGTHENING CIVIC ENGAGEMENT OF COMMUNITIES$100,000
PICO CALIFORNIA
2143 EAST CESAR E CHAVEZ AVELOS ANGELESCA90033N/APCSGP: BUILDING ORGANIZATIONAL CAPACITY TO SUSTAIN COMMUNITY ORGANIZING AND ADVOCACY.$25,000
PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA
153 GLENDALE BLVD 1ST FLOORLOS ANGELESCA90026N/APCHOMECARE COOPERATIVE INITIATIVE$175,000
PREVENTION INSTITUTE
221 OAK STREETOAKLANDCA94607N/APCSAFETY AND HEALING IN NETWORKS OF EQUITY (SHINE): A COHORT OF MULTISECTOR COLLABORATIVES FOR DOMESTIC VIOLENCE PREVENTION$1,500,000
PREVENTION INSTITUTE
221 OAK STREETOAKLANDCA94607N/APCGENERAL OPERATING SUPPORT$225,000
PUBLIC HEALTH FOUNDATION ENTERPRISES INC
13300 CROSSROADS PARKWAY NORTHCITY OF INDUSTRYCA91746N/APCSGP: CALIFORNIA ABUNDANT BIRTH PROJECT$50,000SUITE 450
PUBLIC HEALTH FOUNDATION ENTERPRISES INC
13300 CROSSROADS PARKWAY NORTHCITY OF INDUSTRYCA91746N/APCEMERGING LEADERS$10,810SUITE 450
PUBLIC POLICY INSTITUTE OF CALIFORNIA
500 WASHINGTON ST STE 600SAN FRANCISCOCA941112932N/APCGENERAL OPERATING SUPPORT$200,000
RAINBOW SERVICES LTD
453 W 7TH STSAN PEDROCA90731N/APCSUPPORTING DOMESTIC VIOLENCE HOUSING ADVOCACY AND SERVICES IN LOS ANGELES COUNTY$50,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 GILMAN MC0615SAN DIEGOCA92093N/APCEMERGING LEADERS$29,900
SCHOLARSHIP AMERICA INC
ONE SCHOLARSHIP WAYSAINT PETERMN56082N/APCSCHOLARSHIP AMERICA PROGRAM 2024-25$48,000
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HWYSACRAMENTOCA958339754N/APCSGP: HEALING TOGETHER CAMPAIGN$50,000
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HWYSACRAMENTOCA958339754N/APCEMERGING LEADERS$26,320
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HWYSACRAMENTOCA958339754N/APCTHE SAN JOAQUIN VALLEY HEALTH FUND$375,000
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HWYSACRAMENTOCA958339754N/APCGENERAL OPERATING SUPPORT$740,000
SMALL BUSINESS MAJORITY FOUNDATION INC
1015 15TH STREET NW SUITE 450WASHINGTONDC20005N/APCPROMOTING IMPLEMENTATION OF PAID FAMILY LEAVE POLICIES IN CALIFORNIA$350,000
SOUTHERN CALIFORNIA GRANTMAKERS
1000 NORTH ALAMEDA STREET SUITE 230LOS ANGELESCA90012N/APCGENERAL OPERATING SUPPORT$100,000
SOUTHERN CALIFORNIA GRANTMAKERS
1000 NORTH ALAMEDA STREET SUITE 230LOS ANGELESCA90012N/APCBOOSTING NON-PROFIT REPORTING OF DEMOGRAPHIC INFORMATION TO TRACK PHILANTHROPIC FUNDING OF BIPOC-LED ORGANIZATIONS$50,000
ST VINCENT DE PAUL VILLAGE INC
3350 E STREETSAN DIEGOCA921023332N/APCGENERAL OPERATING SUPPORT FOR CA STORM RELIEF$10,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST STE 220 MAIL CODEBERKELEYCA947101749N/APCFEDERAL POLICY RESEARCH ON CARE WORKERS$175,0005940
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST STE 220 MAIL CODEBERKELEYCA947101749N/APCOTHERING AND BELONGING INSTITUTES BLUEPRINT FOR BELONGING PROJECT$450,0005940
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
C/O SPONSORED PROJECTS OFFICE 1608BERKELEYCA947101749N/APCSUPPORTING THE CALIFORNIA EARLY CARE AND EDUCATION (ECE) WORKFORCE STUDY$200,000FOURTH ST STE 220 MAIL CODE 5940
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST STE 220 MAIL CODEBERKELEYCA947101749N/APCEMPOWER COMMUNITY VOICES IN YOUTH HOMELESSNESS RESEARCH$200,0005940
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
490 ILLINOIS STREET 4TH FLOOR BOXSAN FRANCISCOCA941430962N/APCIMPROVE ACCESS TO DOMESTIC VIOLENCE AND SOCIAL MEDICINE RESEARCH AND RESOURCES$225,0000962
THE UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1100LOS ANGELESCA90024N/APCADDRESSING DOMESTIC VIOLENCE IN THE CHILD WELFARE SYSTEM$100,000
TIDES CENTER
PO BOX 889385LOS ANGELESCA900889385N/APCSOLUTIONS-BASED JOURNALISM TO ADVANCE RESTORATIVE APPROACHES FOR DOMESTIC VIOLENCE$150,000
TIDES CENTER
PO BOX 889385LOS ANGELESCA900889385N/APCSGP: CAPACITY DEVELOPMENT FOR DOMESTIC WORKER LEADERS IN CALIFORNIA$50,000
TIME FOR CHANGE FOUNDATION
PO BOX 25040SAN BERNARDINOCA92406N/APCEVALUATING STRENGTHS-BASED MULTIGENERATIONAL MODELS THAT PREVENT DOMESTIC VIOLENCE$400,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3502 WATT WAYLOS ANGELESCA90007N/APCSUPPORTING CALIFORNIA JOURNALISTS TO IMPROVE HEALTH EQUITY AND DOMESTIC VIOLENCE REPORTING$609,000
URBAN HABITAT
2000 FRANKLIN STREETOAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$125,000
VALORUS
1215 K STREET 1850SACRAMENTOCA958143956N/APCGENERAL OPERATING SUPPORT$250,000
VISION Y COMPROMISO
15808 HESPERIAN BOULEVARD 708SAN LORENZOCA94580N/APCEVALUATING STRENGTHS-BASED MULTIGENERATIONAL MODELS THAT PREVENT DOMESTIC VIOLENCE$400,000
WATSONVILLE LAW CENTER
315 MAIN ST STE 207WATSONVILLECA950764624N/APCINCREASING ACCESS TO PAID FAMILY LEAVE FOR IMMIGRANT, MIXTECO-SPEAKING, FARMWORKER COMMUNITIES$150,000
WEAVE INC
1900 K STREETSACRAMENTOCA95811N/APCSGP: BUILDING ORGANIZATIONAL CAPACITY TO SUSTAIN DOMESTIC VIOLENCE MULTISECTOR COLLABORATIVE$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,626,371TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLACK CALIFORNIANS UNITED FOR EARLY CARE AND EDUCATION
374 CAMELBACK ROADPLEASANT HILLCA94523N/APCEMERGING LEADERS$19,024
CENTER FOR THE PACIFIC ASIAN FAMILY INC
3424 WILSHIRE BOULEVARDLOS ANGELESCA90010N/APCEMERGING LEADERS$21,000
CULTIVA LA SALUD
2409 MERCED STREETFRESNOCA93721N/APCCOMMUNITY VOICES PROJECT: BRIDGING COMMUNITY AND MEDIA TO CHANGE NARRATIVES FOR POLICY AND SYSTEMS CHANGE$100,000
NATIONAL ACADEMY OF SCIENCES
500 5TH STREET NORTHWESTWASHINGTONDC20001N/APCGENERAL OPERATING SUPPORT$50,000
PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC
1220 19TH STREET NORTHWESTWASHINGTONDC20036N/APCHEALTH AFFAIRS COMMUNITY VOICES PROJECT: AMPLIFYING LIVED EXPERIENCES FOR HEALTH EQUITY IN ACADEMIC PUBLISHING$100,000
THE TRANSLATIN COALITION
3055 WILSHIRE BOULEVARDLOS ANGELESCA90010N/APCGENERAL OPERATING SUPPORT$50,000
TIDES CENTER
225 BUSH STREETLOS ANGELESCA900889385N/APCBUILD THE CAPACITY OF NONPROFIT ORGANIZATIONS TO GATHER FEEDBACK FROM THE COMMUNITIES THEY SERVE TO IMPROVE PROGRAM IMPACT$127,500
TIME FOR CHANGE FOUNDATION
ZACA ROADSAN BERNARDINOCA92406N/APCEMERGING LEADERS$30,000
UNITED WAY OF THE BAY AREA
550 KEARNY STREETSAN FRANCISCOCA94108N/APCOUTREACH TO SUPPORT INTERNAL REVENUE SERVICE (IRS) DIRECT FILE TOOL ADOPTION$50,000
UNITED WAYS OF CALIFORNIA
1107 FAIR OAKS AVENUESOUTH PASADENACA910303311N/APCEXPANDING ACCESS AND SUPPORT FOR IMMIGRANT TAX FILERS$100,000
WOMENS FOUNDATION OF CALIFORNIA
1301 CLAY STREETOAKLANDCA94612N/APCASSESSING OPPORTUNITIES FOR HOMELESSNESS AND DOMESTIC VIOLENCE COLLABORATION IN ORANGE COUNTY$77,050
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$724,574TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,397,391ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,680,145ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion18ExclusionCd
Exclusion$6,842ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,084,378ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,084,378TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE SHIELD OF CALIFORNIABusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1601 12TH STREETAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94607ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,126,479TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySTOCK DONATIONNoncashPropertyDesc
Fair Market Value$19,965,479FairMarketValueAmt
Received2024-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$63,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$63,000DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
MANATT
2049 CENTURY PARK EAST SUITE 1700LOS ANGELESCA900672024-04-25$50,000TO FUND THE DEVELOPMENT OF A PAPER THAT SPECIFICALLY INCLUDES INTIMATE PARTNER VIOLENCE/INTERPERSONAL SAFETY AS A HEALTH-RELATED SOCIAL NEED TO BE ADDRESSED BY STATE MEDICAID PROGRAMS. THE PAPER WILL ALSO HELP PROMOTE ADOPTION OF SCREENING MEASURES FOR THE FIVE DRIVER OF HEALTH DOMAINS FOOD, TRANSPORTATION, HOUSING, UTILITIES, AND INTERPERSONAL SAFETY/IPV ADOPTED IN MEDICARE PROGRAMS SO THAT PROVIDERS EXPERIENCE CONSISTENCY IN THEIR INCENTIVES FROM BOTH MEDICARE AND MEDICAID.NO DIVERSION OF GRANT FUNDS WAS FOUND.FINAL REPORT: 07/01/24BLUE SHIELD OF CALIFORNIA FOUNDATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)).
HEALTH LEVEL SEVEN INTERNATIONAL
455 E EISENHOWER PKWT STE 300 025ANN ARBORMI481082024-02-28$50,000TO FUND BSCF'S PARTNERSHIP OF THE GRAVITY PROJECT AT THE $50,000 MEMBERSHIP LEVEL.NO DIVERSION OF GRANT FUNDS WAS FOUND.FINAL REPORT: 02/01/25BLUE SHIELD OF CALIFORNIA FOUNDATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)) .

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierOTHER INCREASES AND DECREASES IN NET ASSETSIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART IIIFormAndLineReferenceDesc
Medium ExplanationASSETS OR FUND BALANCES:CALIFORNIA PHYSICIAN'S SERVICE (DBA BLUE SHIELD OF CALIFORNIA, INC.), A SUBSTANTIAL CONTRIBUTOR, PAID THE FOUNDATION'S STAFFING COST AND MUCH OF ITS ADMINISTRATIVE COSTS. CALIFORNIA PHYSICIANS' SERVICE (DBA BLUE SHIELD OF CALIFORNIA, INC.) RECEIVED NO REIMBURSEMENT OR COMPENSATION FOR THESE COSTS, WHICH WERE RECORDED AS AN IN-KIND GIFT BY THE FOUNDATION. THE ESTIMATED VALUE OF THE ADMINISTRATIVE COSTS AND PERSONNEL PROVIDED TO THE FOUNDATION WAS APPROXIMATELY: $8,113,314.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockU.S. COMMON STOCKStockNm
EOY Book Value$25,644,877EOYBookValueAmt
EOYFMV$25,644,877EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOME FUNDSFMV$49,955,278$49,955,278
OTHER INVESTMENTSFMV$249,155$249,155

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INVESTMENT INCOME$149,409$157,477$157,477
EXCISE TAX RECEIVABLE$331$45,841$45,841

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescIN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIESDesc
Amt$8,113,314Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOARD MEETING EXPENSES$116,787$0$116,787
HONORARIA EXPENSES$21,725$0$21,725
INTERNAL/TEAM MEETINGS$25,137$0$25,137
IT / TELECOMMUNICATIONS$192,807$0$192,807
LICENSE & FEES$2,107$0$2,107
MARKETING$300,032$0$300,032
MEMBERSHIPS$150,068$0$150,068
OFFICE SUPPLIES$12,515$0$12,515
STAFF TRAINING & DEVELOPMENT$54,585$0$54,585
STATE FILING FEE$800$0$800
SUBSCRIPTIONS$9,595$0$9,595
ACCRUAL TO CASH ADJUSTMENT$0$0$428,058
EVENTS - HOSTED$44,998$0$44,998

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$6,842RevenueAndExpensesPerBooksAmt
Adjusted Net Income$6,842AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$1,850,150
IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES$8,113,314

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$53,901BOYBookValueAmt
EOY Book Value$79,618EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROGRAM CONSULTING & EVALUATION$4,200,031$0$4,200,031
INVESTMENT MANAGEMENT FEES$9,784$9,784$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX EXPENSESCategoryTxt
Amt$252,125Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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