CAMBIA HEALTH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAMBIA HEALTH FOUNDATION (EIN 32-0200578)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349108758
- Schema version
- 2019v5.2
- 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
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:08:43-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320200578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cambia Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CAMBIA HEALTH SOLUTIONS INC | InCareOfNm |
| Business Name Control | CAMB | BusinessNameControlTxt |
| Phone | 5037214004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SW Market Street Suite WW2-25 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANJIE L VANNOY | PersonNm |
| Person Title | Corp. Controller | PersonTitleTxt |
| Phone | 5032254887 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,626,350 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,997,439 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,326 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,513,166 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,532,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,781,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,827,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,542,982 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,319,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,102,990 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $81,815 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $81,815 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $41 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $123,808 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $137,677 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $150,453 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,027 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $5,148 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,314,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,641 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,382,905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,663,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,620,321 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,533,078 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,631,242 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,196,580 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,251,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,123,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,057,349 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $903,302 | CashBOYAmt |
| Cash EOY | $2,561,529 | CashEOYAmt |
| Cash EOYFMV | $2,561,529 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,934 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $16,939,638 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,462,509 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $16,939,638 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16,939,638 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,320,573 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,052,367 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,052,367 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $29,645,224 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $34,900,882 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $34,900,882 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $60,390,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,626,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,626,350 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $75,373 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $44,538 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,296,328 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,348,164 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $91,417 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,371,701 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,484,119 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $55,019,180 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $68,142,231 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,019,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,142,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,390,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,626,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,019,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,123,051 | ExcessRevenueOverExpensesAmt |
| Subtotal | $68,142,231 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $68,142,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS INVESTMENT FUNDS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $22,827,970 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,284,988 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,542,982 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,542,982 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,542,982 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,586,723 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $50,533,308 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.229289 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,667,436 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,505,792 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.293887 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,425,925 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $55,271,053 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.206725 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,682,611 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $68,988,078 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.198333 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,211,295 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,909,728 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.138159 | DistributionYr5Rt |
| Total Distribution | 1.066393 | TotalDistributionRt |
| Average Distribution | 0.213279 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $57,342,930 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,230,043 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $130,573 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,360,616 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,251,563 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $261,147 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $261,147 | SubtotalAmt |
| Tax Based On Investment Income | $261,147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,516 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $46,590 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,926 | OriginalReturnOverpaymentAmt |
| Tax Due | $214,557 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CAMBIAHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBIA HEALTH SOLUTIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5037214004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SW MARKET ST MS WW2-25 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Margaret M Maguire | |||||||||
| 100 SW Market Street | WW2-25 | Portland | OR | 97201 | Chair & Pres. Board Member | 19.38 | $0 | $0 | $0 |
| John W Attey | |||||||||
| 100 SW Market Street | WW2-25 | Portland | OR | 97201 | Secretary, Board Member | 0.25 | $0 | $0 | $0 |
| Andreas B Ellis | |||||||||
| 1800 9th Ave | Seattle | WA | 98101 | Treasurer | 0.25 | $0 | $0 | $0 | |
| Lisa J Oman | |||||||||
| 1800 9th Ave | Seattle | WA | 98101 | Assistant Secretary | 0.25 | $0 | $0 | $0 | |
| Anjie L Vannoy | |||||||||
| 100 SW Market St | WW2-25 | Portland | OR | 97201 | Controller, Board Member | 0.25 | $0 | $0 | $0 |
| Maddie E Andrews | |||||||||
| 100 SW Market Street WW2-25 | Portland | OR | 97201 | Board Member | 0.25 | $0 | $0 | $0 | |
| Robert M Coppedge | |||||||||
| 1800 9th Ave | Seattle | WA | 98101 | Board Member | 0.25 | $0 | $0 | $0 | |
| Dee Cruz | |||||||||
| 100 SW Market Street WW2-25 | Portland | OR | 97201 | Board Member | 0.25 | $0 | $0 | $0 | |
| Jennifer B Danielson | |||||||||
| 2890 East Cottonwood Parkway | Salt Lake City | UT | 84121 | Board Member | 0.25 | $0 | $0 | $0 | |
| Mark B Ganz | |||||||||
| 100 SW Market Street WW2-25 | Portland | OR | 97201 | Board Member | 0.25 | $0 | $0 | $0 | |
| Mack L Hogans | |||||||||
| 511 7th Avenue | Kirkland | WA | 98033 | Board Member | 0.25 | $0 | $0 | $0 | |
| Scott Jones | |||||||||
| 1211 West Myrtle Suite 200 | Boise | ID | 83702 | Board Member | 0.25 | $0 | $0 | $0 | |
| Stephen R Styles | |||||||||
| 2890 East Cottonwood Parkway | Salt Lake City | UT | 84121 | Board Member | 0.25 | $0 | $0 | $0 | |
| Kathleen Pitcher-Tobey | |||||||||
| 2890 East Cottonwood Parkway | Salt Lake City | UT | 84121 | Foundation Operations Director | 38.75 | $0 | $0 | $0 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $54,614,456 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,601,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,216,173 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,216,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $873,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,342,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,867,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,867,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $261,147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $261,147 | TotalTaxAmt |
| Distributable Before Adj | $2,606,000 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,606,000 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,606,000 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,251,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $10,251,563 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,251,563 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,606,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,316,413 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,267,205 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,717,122 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,399,198 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,360,302 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,060,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,251,563 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,606,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,645,563 | RemainingDistriFromCorpusAmt |
| Total Corpus | $51,705,803 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,316,413 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,389,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,267,205 | ExcessFromYear4Amt |
| Excess From Year3 | $8,717,122 | ExcessFromYear3Amt |
| Excess From Year2 | $11,399,198 | ExcessFromYear2Amt |
| Excess From Year1 | $9,360,302 | ExcessFromYear1Amt |
| Excess From Current Year | $7,645,563 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| American Academy of Hospice and Palliative Medicin | |||||||
| 8735 W Higgins Road Suite 300 | Chicago | IL | 60631 | PC | Sojourns | $107,250 | |
| Bridge Meadows | |||||||
| 8502 N Wayland Ave | Portland | OR | 97203 | PC | Healthy People, Healthy Communities | $25,000 | |
| The Brigham and Women's Hospital Inc | |||||||
| 401 Park Drive 3rd Floor East | Boston | MA | 02215 | PC | Sojourns | $147,500 | |
| Brigham and Women's Hospital | |||||||
| PO Box 3149 | Boston | MA | 02241 | PC | Sojourns | $90,000 | |
| Byrd Barr Place | |||||||
| 711 18th Avenue | Seattle | WA | 98122 | PC | Healthy People, Healthy Communities | $25,000 | |
| Care Dimensions Inc | |||||||
| 75 Sylvan St Ste B-102 | Danvers | MA | 01923 | PC | Sojourns | $90,000 | |
| Cascadia Whole Health Care | |||||||
| 847 NE 19th Ave Suite 100 | Portland | OR | 97232 | PC | Healthy People, Healthy Communities | $150,000 | |
| Center to Advance Palliative Care | |||||||
| 55 West 125th Street Suite 1302 | New York | NY | 10027 | PC | Sojourns | $293,334 | |
| Childhaven | |||||||
| 316 Broadway | Seattle | WA | 98122 | PC | Healthy People, Healthy Communities | $25,000 | |
| Children's Health Fund | |||||||
| 215 East 125th St Suite 301 | New York | NY | 10027 | PC | Healthy People, Healthy Communities | $30,000 | |
| Cornerstone Whole Healthcare | |||||||
| 910 Main Street Ste 230 | Boise | ID | 83701 | PC | Healthy People, Healthy Communities | $150,000 | |
| Creighton University | |||||||
| 2500 California Plaza | Omaha | NE | 68178 | PC | Sojourns | $90,000 | |
| Global to Local | |||||||
| 2800 S 192nd St Suite 104 | Sea Tac | WA | 98188 | PC | Healthy People, Healthy Communities | $100,000 | |
| Johns Hopkins Bloomberg School of Public Health | |||||||
| 1101 E 33rd St Ste C020 | Baltimore | MD | 21218 | PC | Sojourns | $90,000 | |
| OHSU Foundation | |||||||
| 1121 SW Salmon St Ste 100 | Portland | OR | 97205 | PC | Strategic Initiatives | $25,000 | |
| OHSU Foundation | |||||||
| 1121 SW Salmon St Ste 100 | Portland | OR | 97205 | PC | Healthy People, Health Communities | $25,000 | |
| OpenNotes | |||||||
| Beth Israel Deaconness Medical Cent | Boston | MA | 02115 | PC | Healthy People, Healthy Communities | $350,000 | 133 Brookline Avenue HVMA Annex S |
| Oregon Business Council Charitable Institute | |||||||
| 1100 SW 6th Avenue Suite 1608 | Portland | OR | 97204 | PC | Strategic Initiatives | $553,331 | |
| Oregon Business Council Charitable Institute | |||||||
| 1100 SW 6th Avenue Suite 1608 | Portland | OR | 97204 | PC | Strategic Initiatives | $485,000 | |
| Oregon Washington Health Network | |||||||
| PO Box 882 | Pendleton | OR | 97801 | POF | Healthy People, Healthy Communities | $25,000 | |
| Oregon Primary Care Association | |||||||
| 333 SW 5th Ave Suite 250 | Portland | OR | 97204 | PC | Healthy People, Healthy Communities | $50,000 | |
| Providence St Vincent Medical Foundation | |||||||
| 9205 SW Barnes Road Suite MT 211 | Portland | OR | 97225 | PC | Sojourns | $100,000 | |
| United Way of Salt Lake City | |||||||
| 257 E 200 S 300 | Salt Lake City | UT | 84111 | PC | Healthy People, Healthy Communities | $25,000 | |
| University of Alabama | |||||||
| Box 870104 | Tuscaloosa | AL | 35487 | PC | Sojourns | $90,000 | |
| University of Iowa College of Pharmacy | |||||||
| 200 South Capitol Street 2660 UCC | Iowa City | IA | 52242 | PC | Sojourns | $90,000 | |
| University of Pittsburgh | |||||||
| 116 Atwood St Ste 201 | Pittsburgh | PA | 15213 | PC | Sojourns | $90,000 | |
| University of Washington | |||||||
| 825 Eastlake Avenue East | Seattle | WA | 98109 | PC | Sojourns | $250,000 | |
| University of Washington | |||||||
| 407 Gerberding Hall | Seattle | WA | 98195 | PC | Sojourns | $90,000 | |
| Oregon Community Foundation | |||||||
| 1221 SW Yamhill St Ste 100 | Portland | OR | 97205 | PC | Community Giving | $1,075,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,736,415 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Academy of Hospice and Palliative Medicin | ||||||
| 8735 W Higgins Road Suite 300 | Chicago | IL | 60631 | PC | Sojourns | $176,000 |
| Bridge Meadows | ||||||
| 8502 N Wayland Ave | Portland | OR | 97203 | PC | Healthy People, Healthy Communities | $25,000 |
| The Brigham and Women's Hospital Inc | ||||||
| 401 Park Drive 3rd Floor East | Boston | MA | 02215 | PC | Sojourns | $294,500 |
| Brigham and Women's Hospital | ||||||
| PO Box 3149 | Boston | MA | 02241 | PC | Sojourns | $90,000 |
| Byrd Barr Place | ||||||
| 711 18th Avenue | Seattle | WA | 98122 | PC | Healthy People, Healthy Communities | $25,000 |
| Care Dimensions Inc | ||||||
| 75 Sylvan St Ste B-102 | Danvers | MA | 01923 | PC | Sojourns | $90,000 |
| Cascadia Whole Health Care | ||||||
| 847 NE 19th Ave Suite 100 | Portland | OR | 97232 | PC | Healthy People, Healthy Communities | $135,000 |
| Center to Advance Palliative Care | ||||||
| 55 West 125th Street Suite 1302 | New York | NY | 10027 | PC | Sojourns | $586,666 |
| Childhaven | ||||||
| 316 Broadway | Seattle | WA | 98122 | PC | Healthy People, Healthy Communities | $25,000 |
| Cornerstone Whole Healthcare | ||||||
| 910 Main Street Ste 230 | Boise | ID | 83701 | PC | Healthy People, Healthy Communities | $150,000 |
| Creighton University | ||||||
| 2500 California Plaza | Omaha | NE | 68178 | PC | Sojourns | $90,000 |
| Global to Local | ||||||
| 2800 S 192nd St Suite 104 | Sea Tac | WA | 98188 | PC | Healthy People, Healthy Communities | $100,000 |
| Johns Hopkins Bloomberg School of Public Health | ||||||
| 1101 E 33rd St Ste C020 | Baltimore | MD | 21218 | PC | Sojourns | $90,000 |
| OHSU Foundation | ||||||
| 1121 SW Salmon St Ste 100 | Portland | OR | 97205 | PC | Healthy People, Healthy Communities | $25,000 |
| Oregon Business Council Charitable Institute | ||||||
| 1100 SW 6th Avenue Suite 1608 | Portland | OR | 97204 | PC | Strategic Initiatives | $484,497 |
| Oregon Washington Health Network | ||||||
| PO Box 882 | Pendleton | OR | 97801 | POF | Healthy People, Healthy Communities | $25,000 |
| Oregon Primary Care Association | ||||||
| 333 SW 5th Ave Suite 250 | Portland | OR | 97204 | PC | Healthy People, Healthy Communities | $50,000 |
| Providence St Vincent Medical Foundation | ||||||
| 9205 SW Barnes Road Suite MT 211 | Portland | OR | 97225 | PC | Sojourns | $200,000 |
| United Way of Salt Lake City | ||||||
| 257 E 200 S 300 | Salt Lake City | UT | 84111 | PC | Healthy People, Healthy Communities | $25,000 |
| University of Alabama | ||||||
| Box 870104 | Tuscaloosa | AL | 35487 | PC | Sojourns | $90,000 |
| University of Iowa College of Pharmacy | ||||||
| 200 South Capitol Street 2660 UCC | Iowa City | IA | 52242 | PC | Sojourns | $90,000 |
| University of Pittsburgh | ||||||
| 116 Atwood St Ste 201 | Pittsburgh | PA | 15213 | PC | Sojourns | $90,000 |
| University of Utah | ||||||
| 515 East 100 South Suite 300 | Salt Lake City | UT | 84102 | PC | Healthy People, Healthy Communities | $100,000 |
| University of Washington | ||||||
| 825 Eastlake Avenue East | Seattle | WA | 98109 | PC | Sojourns | $500,000 |
| University of Washington | ||||||
| 407 Gerberding Hall | Seattle | WA | 98195 | PC | Sojourns | $90,000 |
| Virginia Garcia Memorial Foundation | ||||||
| PO Box 6149 | Aloha | OR | 97007 | PC | Healthy People, Healthy Communities | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,796,663 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,326 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,513,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,781,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,322,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,322,192 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Regence BlueShield | ||||||
| 1 | 1800 Ninth Avenue | Seattle | WA | 98101 | $6,796,412 | Yes (X) |
| Regence BlueCross BlueShield of Ore | ||||||
| 2 | 100 SW Market Street | Portland | OR | 97201 | $4,842,950 | Yes (X) |
| Regence BlueCross BlueShield of Uta | ||||||
| 3 | 2890 East Cottonwood Parkway | Salt Lake City | UT | 841210703 | $2,876,461 | Yes (X) |
| Regence BlueShield of Idaho | ||||||
| 4 | 1602 21st Avenue | Lewiston | ID | 835011930 | $1,481,616 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Various Investment Funds | $6,796,412 | 2020-02-14 |
| 2 | Various Investment Funds | $4,842,950 | 2020-02-14 |
| 3 | Various Investment Funds | $2,876,461 | 2020-02-14 |
| 4 | Various Investment Funds | $1,481,616 | 2020-02-14 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TIP FUND 922031745 | $5,393,884 | $5,393,884 |
| MFB NTGI 999F11791 | $29,506,998 | $29,506,998 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NTGI 999F11809 | $9,280,751 | $9,280,751 |
| MFB NTGI 999F11817 | $8,771,616 | $8,771,616 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $45,641 | $45,641 | |
| MISCELLANEOUS EXPENSES | $385,849 | $473,551 | |
| SOFTWARE EXPENSE | $31,500 | $30,000 | |
| SPONSORSHIPS | $851,144 | $879,354 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $91,417 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CASCADE WEB DEVELOPMENT | $38,598 | $38,598 |
| SMITH & CONNORS | $27,740 | $27,740 |
| THE CENTER FOR EFFECTIVE PHILA | $12,938 | $12,938 |
| IMAGE RIGHTS | $1,839 | $1,839 |
| WEBSITE DESIGN | $700 | $700 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INC | CategoryTxt |
| Amt | $123,808 | Amt |
Comments