POINT32HEALTH FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
POINT32HEALTH FOUNDATION INC (EIN 26-1374263)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-13
IRS object ID
202133179349301303
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-13T13:29:15-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12100 ONE PPG PLACEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261374263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tufts Health Plan Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% UMESH KURPADInCareOfNm
Business Name ControlTUFTBusinessNameControlTxt
Phone6179729400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WELLNESS WAYAddressLine1Txt
CityCANTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP020211166ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOE OldakowskiPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6179729400PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOEPersonFirstNm
Person LastOldakowskiPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEileen WebbPreparerPersonNm
PTINP01641852PTIN
Phone4126447800PhoneNum
Preparation2021-11-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerNORA MORENO CARGIEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WELLNESS WAYAddressLine1Txt
CityCANTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP020211166ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,381,084GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TUFTSHEALTHPLANFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE FOUNDATION'S MISSION IS TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE. SEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,000,000PYContributionsGrantsAmt
CY Contributions Grants$1,000,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,885,480PYInvestmentIncomeAmt
CY Investment Income$2,508,383CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,885,480PYTotalRevenueAmt
CY Total Revenue$3,508,383CYTotalRevenueAmt
PY Grants And Similar Paid$5,179,367PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,480,708CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$922,636PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,005,043CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$555,551PYOtherExpensesAmt
CY Other Expenses$475,300CYOtherExpensesAmt
PY Total Expenses$6,657,554PYTotalExpensesAmt
CY Total Expenses$7,961,051CYTotalExpensesAmt
PY Revenues Less Expenses$1,227,926PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,452,668CYRevenuesLessExpensesAmt
Total Assets BOY$107,159,016TotalAssetsBOYAmt
Total Assets EOY$111,689,754TotalAssetsEOYAmt
Total Liabilities BOY$666,748TotalLiabilitiesBOYAmt
Total Liabilities EOY$502,981TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$106,492,268NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$111,186,773NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,902,832ExpenseAmt
Grant$1,615,000GrantAmt
DescCOVID-19 RESPONSE (SEE SCHEDULE O)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,744,859ExpenseAmt
Grant$1,480,923GrantAmt
DescSYSTEMS & BEST PRACTICES GRANTS (SEE SCHEDULE O)Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,323,648ExpenseAmt
Grant$1,123,426GrantAmt
DescCORPORATE CITIZENSHIP (MATCH PROGRAM/SPONSORSHIPS) (SEE SCHEDULE O)Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,664,388TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$2,261,359TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$7,635,727TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBDForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonUMESH KURPADPersonNm
Phone6179729400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WELLNESS WAYAddressLine1Txt
CityCANTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP020211166ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
THOMAS CROSWELL
FDN DIRECTOR/CEO TAHMO5.045.0Yes (X)$0$3,037,209$382,004
MARY MAHONEY
CLERK0.050.0$0$1,381,928$390,617Yes (X)
UMESH KURPAD
CFO0.050.0$0$1,161,903$180,239Yes (X)
LYDIA GREENE
FDN DIR/SVP CHRO (END 6/20)0.050.0Yes (X)$0$685,468$297,795
KRISTIN LEWIS
FDN DRCTOR/SVP CHPAO0.050.0Yes (X)$0$581,178$166,809
NORA MORENO CARGIE
PRESIDENT/DIRECTOR50.00.0Yes (X)$0$604,585$105,745Yes (X)
ROLAND PRICE
TREASURER0.050.0$0$513,880$113,826Yes (X)
STACEY MANN
SR MANAGER, CORP CITIZENSHIP50.00.0$0$168,240$37,823Yes (X)
PHILLIP GONZALEZ
SENIOR PROGRAM OFFICER50.00.0$0$172,551$29,651Yes (X)
ALRIE DANIELCYK
SENIOR COMMUNICATIONS OFFICER50.00.0$0$162,916$38,359Yes (X)
KIMBERLY BLAKEMORE
PROGRAM OFFICER50.00.0$0$100,412$34,208Yes (X)
ANNE DUMKE
Corp. Citizenship SpecialiST50.00.0$0$103,040$23,079Yes (X)
THOMAS O'NEILL
DIRECTOR3.03.0Yes (X)$5,000$67,500$0
CHARLOTTE GOLAR RICHIE
DIRECTOR1.02.0Yes (X)$3,000$56,000$0
VINCENT MOR
DIRECTOR1.00.0Yes (X)$3,000$0$0
BENJAMIN PERKINS
DIRECT0R1.00.0Yes (X)$3,000$0$0
GEORGE A RUSSELL
DIRECTOR1.00.0Yes (X)$3,000$0$0
JO ANN SIMONS
DIRECTOR1.00.0Yes (X)$3,000$0$0
MARY SKELTON ROBERTS
DIRECTOR1.00.0Yes (X)$3,000$0$0
SARAH SLATER
DIRECTOR1.00.0Yes (X)$3,000$0$0
YVONNE GOLDSBERRY
DIRECTOR1.00.0Yes (X)$0$0$0
STEVEN TOLMAN
DIRECTOR6.020.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$26,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$8,796,810TotReportableCompRltdOrgAmt
Total Other Compensation$1,800,155TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$1,000,000RelatedOrganizationsAmt
Total Contributions$1,000,000TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$261,233TotalRevenueColumnAmt
Exclusion$261,233ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,119,851SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,872,701SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,247,150SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,247,150TotalRevenueColumnAmt
Exclusion$2,247,150ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,508,383TotalRevenueColumnAmt
Exclusion$2,508,383ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,480,708TotalAmt
Program Services$6,480,708ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$26,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$26,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$661,788TotalAmt
Program Services$661,788ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$317,255TotalAmt
Program Services$317,255ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,706TotalAmt
Program Services$0ProgramServicesAmt
Management And General$37,706ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$168,172TotalAmt
Program Services$0ProgramServicesAmt
Management And General$168,172ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$108,161TotalAmt
Program Services$80,129ProgramServicesAmt
Management And General$28,032ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$560TotalAmt
Program Services$0ProgramServicesAmt
Management And General$560ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,926TotalAmt
Program Services$0ProgramServicesAmt
Management And General$4,926ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$33,771TotalAmt
Program Services$33,771ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,685TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,685ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,806TotalAmt
Program Services$0ProgramServicesAmt
Management And General$10,806ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$27,350TotalAmt
Program Services$0ProgramServicesAmt
Management And General$27,350ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,568TotalAmt
Program Services$0ProgramServicesAmt
Management And General$3,568ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LICENSING FEES$46,396$37,117$9,279$0
OTHER EXPENSES$31,199$24,959$6,240$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,961,051TotalAmt
Program Services$7,635,727ProgramServicesAmt
Management And General$325,324ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$72,416BOYAmt
EOY$1,578,306EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,602BOYAmt
EOY$5,738EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,043,776BOYAmt
EOY$10,568,077EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$92,037,222BOYAmt
EOY$99,537,633EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$107,159,016BOYAmt
EOY$111,689,754EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$583,702BOYAmt
EOY$484,185EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$83,046BOYAmt
EOY$18,796EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$666,748BOYAmt
EOY$502,981EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$106,492,268BOYAmt
EOY$111,186,773EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$106,492,268BOYAmt
EOY$111,186,773EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$107,159,016BOYAmt
EOY$111,689,754EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$4,452,668ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,147,173NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN042674079EIN
Organization Type5OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (true)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (true)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (true)SuprtExclusivelySec170c2BInd
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (true)SupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE A, PART IV, LINE 3BFormAndLineReferenceDesc
ExplanationTUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. FURNISHED A COPY OF ITS DETERMINATION LETTER AND COMPLETED A PRO FORMA SCHEDULE A, PART III CALCULATION. FORM 990, SCHEDULE A, PART IV, LINE 3C TUFTS HEALTH PLAN FOUNDATION INVESTS IN COMMUNITIES THROUGH GRANT MAKING ON BEHALF OF TAHMO AND ADVANCES THE JOINT MISSION "TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE" BY MAKING GRANTS TO NONPROFIT ORGANIZATIONS. THE FOUNDATION'S PROCESS IS COMPREHENSIVE AND THOROUGH. DEPENDING ON TYPE OF GRANT, THE REVIEWS EITHER BEGIN WITH A LETTER OF INTENT AND/OR A FULL PROPOSAL. THESE SERVE AS THE BASIS OF A MUTUAL PERFORMANCE AGREEMENT AND FOR MONITORING GRANT ACTIVITY AND HOW FUNDS ARE USED. AN INDEPENDENT THIRD PARTY VERIFIES 501(C)(3) STATUS AND EVALUATES EACH ORGANIZATION'S FINANCES. GRANTS $50,000 OR LESS ARE APPROVED BY STAFF. GRANTS MORE THAN $50,000 ARE RECOMMENDED BY STAFF AND VOTED ON BY THE BOARD OF DIRECTORS. ONCE AWARDED, GRANTEES ARE REQUIRED TO SUBMIT PERIODIC REPORT(S). FORM 990, SCHEDULE A, PART IV, LINE 6 NO MONETARY SUPPORT IS PROVIDED TO TAHMO. THE FOUNDATION INVESTS IN THE COMMUNITY THROUGH GRANT MAKING ON BEHALF OF TAHMO AND ADVANCES THE JOINT MISSION "TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE." THE FOUNDATION PROVIDES GRANTS TO OTHER SECTION 501(C)(3) ORGANIZATIONS IN THE COMMUNITY TO SUPPORT BOTH THE EXEMPT PURPOSE OF TAHMO AND FULFILL THE FOUNDATION'S EXEMPT PURPOSE. ADDITIONALLY, THE FOUNDATION SUPPORTS COMMUNITIES THROUGH CORPORATE CITIZENSHIP EFFORTS WHICH INCLUDE VOLUNTEERING IN COMMUNITY THROUGH STRUCTURED ACTIVITIES; A MATCH PROGRAM THAT DOUBLES CONTRIBUTIONS MADE TO ELIGIBLE NONPROFITS BY EMPLOYEES, FOUNDATION BOARD MEMBERS AND TAHMO BOARD MEMBERS; AND ENTERPRISE-WIDE WORKPLACE GIVING OPPORTUNITIES.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOMMINGLED FUNDSDesc
Book Value$99,537,633BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$99,537,633TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$18,796Amt
FieldValueIRS element (for citing)
Total Liability$18,796TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,487,384TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$9,147,173NetUnrealizedGainsInvstAmt
Revenue Not Reported$9,147,173RevenueNotReportedAmt
Revenue Subtotal$3,340,211RevenueSubtotalAmt
Investment Expenses Not Incld$168,172InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$168,172RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,508,383TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,792,879TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$7,792,879ExpensesSubtotalAmt
Investment Expenses Not Incld2$168,172InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$168,172ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,961,051TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceASC 740 (FKA FIN 48) FOOTNOTEFormAndLineReferenceDesc
ExplanationIN 2020, THE AUDITED FINANCIAL STATEMENTS FOR THE FOUNDATION DID NOT INCLUDE AN ASC 740 FOOTNOTE.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionEurope (Including Iceland and Greenland)RegionTxt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
Region Total Expenditures$6,829,715RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Spent$6,829,715SubtotalSpentAmt
Total Spent$6,829,715TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (190 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
A Better Way Foundation Inc
1253 Whitney AveHamdenCT06517843569877501(c)(3)$67,000TUFTS DEC 2020
ACLU FOUNDATION OF MASSACHUSETTS INC
211 Congress StBostonMA02110473686152501(c)(3)$7,386Disaster Relief
Advocates Inc
ONE CLARKS HILLFRAMINGHAMMA017028172237451423501(c)(3)$10,000Momentum Fund: COVID-19 Support
Agency on Aging of SC Connecticut Inc
117 Washington AvenueNorth HavenCT06473060915531501(c)(3)$10,000COVID-19 Response Fund
Alzheimer's Association
200 Executive BlvdSouthingtonCT06489133039601501(c)(3)$222,064Walk to End Alzheimer's
American Civil Liberties Foundation of NH
18 LOW AVE STE 12CONCORDNH033014902020347237501(c)(3)$68,000Black Lives Matter-Manchester, Black Lives Matter-
American Heart Association Inc Waltham MA
300 5th Avenue Suite 6WalthamMA024518750135613797501(c)(3)$6,264Matching Gifts
AMERICAS CHARITIES
14150 NEWBROOK DR STE 110CHANTILLYVA201512274541517707501(C)(3)$14,950Matching Gifts
Arc Massachusetts Inc
217 SOUTH STWALTHAMMA024532710042223502501(c)(3)$20,000COVID-19 Response Fund
Asian Community Development Corporation
38 Oak StreetBostonMA02111042988263501(C)(3)$15,000COVID-19 Response Fund
Association of Late Deafened Adults Boston
18 PLEASANT VIEW DREXETERNH03833363583674501(c)(3)$10,000Momentum Fund: COVID-19 Support
Attleboro YMCA
63 N MAIN STATTLEBOROMA027032219042255819501(c)(3)$10,000COVID-19 Response Fund
Autism Sprinter
16 LANTERN LNRANDOLPHMA023684853472230168501(c)(3)$10,000Momentum Fund: COVID-19 Support
Belmont Day School Inc
55 Day School LnBelmontMA024782030042108347501(c)(3)$10,000#GivingTuesday
Berkshire Taconic Community Foundation
800 N MAIN STSHEFFIELDMA012579503061254469501(c)(3)$25,000COVID-19 Response Fund
Berkshires Tomorrow Inc
1 Fenn St 2nd FloorPITTSFIELDMA01201030572303501(C)(3)$10,000COVID-19 Response Fund
Big Brothers Big Sisters of Franklin County
16 COURT SQGREENFIELDMA013013546042491950501(c)(3)$10,000Momentum Fund: COVID-19 Support
Big Sister Association of Greater Boston
20 Park Plaza Suite 1420BostonMA02116042150651501(C)(3)$5,500Board Service Match
Blue Hills Community Health NTWRK Alliance(CHNA)
1120 HANCOCK STQUINCYMA021694313042468492501(C)(3)$54,010Blue Hills Regional Coordinating Council (BHRCC)
Boston Chinatown Neighborhood Center Inc
885 WASHINGTON STBOSTONMA021111415237209691501(C)(3)$11,100Business Resource Group Grant
Boston Foundation Inc
75 Arlington Street 3rd FloorBOSTONMA021163936042104021501(C)(3)$441,300Latino Legacy Fund, New Commonwealth Racial Equity
Boston Harbor Now
15 STATE STREET SUITE 1100BOSTONMA021093502043268863501(C)(3)$16,837#GivingTuesday
Boston Health Care for the Homeless Program
780 Albany StreetBOSTONMA021182318043160480501(C)(3)$54,130COVID-19 Response Fund
BOSTON MISSIONARY BAPTIST COMMUNITY CENTER INC
336 DUDLEY STROXBURYMA021193365364666451501(C)(3)$20,000COVID-19 Response Fund
Boys Town New England
BAZARSKY CAMPUS 58 FLANAGAN ROADPORTSMOUTHRI028710000200655240501(C)(3)$10,000Momentum Fund: COVID-19 Support
Breaktime United Inc
471 Washington St Floor 2WellesleyMA02482842301372501(C)(3)$10,000Momentum Fund: COVID-19 Support
Cambodian Mutual Assistance Association of GL
465 School StreetLowellMA018511844222553560501(C)(3)$10,100COVID-19 Response Fund
Caritas Communities Inc
25 BRAINTREE HILL OFFICE PARK SUITEBRAINTREEMA021848702042875899501(C)(3)$10,000Momentum Fund: COVID-19 Support
Catholic Charities Inc AOH
839-841 ASYLUM AVEHARTFORDCT061052801060667607501(C)(3)$20,000COVID-19 Response Fund
Center for Southeast Asians
270 ELMWOOD AVEPROVIDENCERI029071524222914654501(C)(3)$10,000Momentum Fund: COVID-19 Support
Cheshire Medical Center
580 COURT STKEENENH034311718020354549501(C)(3)$55,500Implementing Age-Friendly Strategies in Southwest
Child & Family
31 John Clarke RoadMiddletownRI02842237058381501(C)(3)$10,000Momentum Fund: COVID-19 Support
Clinica EsperanzaHope Clinic
60 Valley StreetOlneyvilleRI02909261714340501(c)(3)$20,000COVID-19 Response Fund
Coastline Elderly Services Inc
1646 PURCHASE STNEW BEDFORDMA027406819042622121501(c)(3)$75,000Age Friendly Greater New Bedford
Community Catalyst Inc
30 Winter StreetBostonMA02108043355127501(c)(3)$70,000The Future of LTSS: Centering the Voices of Older
COMMUNITY DINING ROOM INC
30 HARRISON AVEBRANFORDCT064053047223037133501(c)(3)$10,000Momentum Fund: COVID-19 Support
Community Foundation of Southeastern MA
128 UNION ST STE 403NEW BEDFORDMA027406376043280353501(c)(3)$20,000COVID-19 Response Fund
Community Servings
179 Amory StreetJAMAICA PLAINMA021304529223154028501(c)(3)$9,920LifeSavor - postponed until the fall
Community Teamwork Inc
155 Merrimack StreetLowellMA01852042382027501(c)(3)$20,050COVID-19 Response Fund
COMMUNITY WORKS INC
PO Box 590172Newton CenterMA02459042762623501(c)(3)$7,263MATCHING GIFTS
Concord Regional Visiting Nurse Association
30 PILLSBURY STCONCORDNH033013502020222122501(c)(3)$15,000COVID-19 Response Fund
Connecticut Community Care Inc
43 ENTERPRISE DRIVEBRISTOLCT060107457061024632501(c)(3)$50,000Connecticut Age Well Community Collaborative
Connecticut Food Bank Inc
2 Research ParkwayWallingfordCT06492061063025501(c)(3)$52,843COVID-19 Response Fund
Cooperative Alliance for SC Transportation
42 SUMNER DRDOVERNH038205451020362579501(c)(3)$15,477Alliance for Community Transportation
COUNCIL OF CHURCHES OF GB INC
1718 CAPITOL AVEBRIDGEPORTCT066041531060647008501(c)(3)$20,000COVID-19 Response Fund
Cristo Rey Boston High School Inc
100 Savin Hill AvenueBostonMA021251431562438544501(c)(3)$37,000Student Internship Program 2020-2021
Crossroads Rhode Island
160 BROAD STPROVIDENCERI029034028050259094501(c)(3)$10,100Business Resource Group Grant
DF Cancer Institute and the Jimmy Fund
10 Brookline Place West 6th FloorBrooklineMA024457226042263040501(c)(3)$12,860Matching Gifts
DIMOCK COMMUNITY FOUNDATION INC
55 Dimock StreetRoxburyMA021191029043487827501(c)(3)$5,800Disaster Relief
Eastern CT Area Agency on Aging Inc
19 OHIO AVENUENORWICHCT063601594060916608501(c)(3)$10,000COVID-19 Response Fund
Elder Services of the Merrimack Valley Inc
280 MERRIMACK ST STE 400LAWRENCEMA018431787042545136501(c)(3)$181,829MA Healthy Aging Collab
End Hunger Connecticut
65 HUNGERFORD STHARTFORDCT061061425061545835501(c)(3)$40,000Improving SNAP Experience for Older Adults to Incr
Essex County Community Foundation
175 Andover St Ste 101DanversMA019231443043407816501(c)(3)$25,200COVID-19 Response Fund
Fairfield County's Community Foundation Inc
40 RICHARDS AVENORWALKCT068542319061083893501(c)(3)$10,000Momentum Fund: COVID-19 Support
Family Service of Rhode Island
55 Hope StreetProvidenceRI02906050258858501(c)(3)$10,000Momentum Fund: COVID-19 Support
Farmsteads of New England Inc
213 Center RoadHillsboroughNH03244020517433501(c)(3)$10,000Momentum Fund: COVID-19 Support
Federal Hill House
9 Courtland StreetProvidenceRI029091503050258871501(c)(3)$20,000COVID-19 Response Fund
Foodshare Inc
450 WOODLAND AVEBLOOMFIELDCT060021342222474771501(c)(3)$30,000COVID-19 Response Fund
Friends of 2Life Communities Inc
30 Wallingford RdBrightonMA021354708042607197501(c)(3)$24,758Raising the Roof 2020
Friends of TJ2 Robotics Inc
PO Box 834BridgewaterMA023240834474739521501(c)(3)$5,250MATCHING GIFTS
FSG
500 BOYLSTON ST STE 600BOSTONMA021163791202776974501(c)(3)$115,000COVID-19 Response Fund
Gibson Center for Senior Services
PO BOX 655N CONWAYNH038600655020351152501(c)(3)$10,000Momentum Fund: COVID-19 Support
Grafton County Senior Citizens Council Inc
PO BOX 433LEBANONNH037660433237248316501(c)(3)$10,000Momentum Fund: COVID-19 Support
Granite State Independent Living
21 CHENELL DRCONCORDNH033018539020350170501(c)(3)$10,000Momentum Fund: COVID-19 Support
Granite United Way
22 CONCORD ST STE 2MANCHESTERNH031011817026006033501(c)(3)$15,250COVID-19 Response Fund
Grantmakers In Aging Inc
901 North Glebe RoadARLINGTONVA22203134014982501(c)(3)$60,250Disaster Relief
Greater Boston Chinese Golden ACInc
75 KNEELAND ST Suite 204BOSTONMA021111906237181452501(c)(3)$20,000COVID-19 Response Fund
Greater Seacoast Community Health
311 ROUTE 108SOMERSWORTHNH038781522020304203501(c)(3)$60,000Creating Age Friendly Communities-A regional appro
Greater Worcester Community Foundation Inc
370 Main Street Suite 650WorcesterMA016081738042572276501(c)(3)$25,000COVID-19 Response Fund
Growing Places
325 LINDELL AVELEOMINSTERMA014535414100004885501(c)(3)$36,461Winchendon Community Food Project for Healthy Agin
Health Care For All Inc
One Federal Street 5th FloorBostonMA02110043071598501(c)(3)$57,700For The People
Healthy Waltham Inc
510 MOODY STWALTHAMMA024530518461174988501(c)(3)$50,650Broadening Waltham Connections for Healthy Aging
Higher Ground International
250 PRAIRIE AVEPROVIDENCERI029052333113842652501(c)(3)$10,000Momentum Fund: COVID-19 Support
Hispanic Alliance of Southeastern CT
PO BOX 227NEW LONDONCT063206397020573328501(c)(3)$15,000COVID-19 Response Fund
Homeowner's Rehab Inc
280 FRANKLIN STCAMBRIDGEMA021393773042519279501(c)(3)$20,000COVID-19 Response Fund
HomeStart Inc
105 CHAUNCY STREETBOSTONMA021111726043311270501(c)(3)$40,559COVID-19 Response Fund
HopeHealth
1085 N MAIN STPROVIDENCERI029045719510192422501(c)(3)$9,500MATCHING GIFTS
House of Hope Community Development Corp
3188 POST ROADWARWICKRI028867175050448151501(c)(3)$20,000COVID-19 Response Fund
Inquilinos Boricuas en Accion Inc
405 SHAWMUT AVEBOSTONMA021182029237090081501(c)(3)$10,000Momentum Fund: COVID-19 Support
Interfaith Counseling Center
1520 Broad StProvidenceRI02925050357815501(c)(3)$10,000Momentum Fund: COVID-19 Support
International Institute of New England Inc
2 Boylston St Fl 3BOSTONMA02116042104325501(c)(3)$10,400COVID-19 Response Fund
JDRF - Greater CT Western MA Chapter
20 Batterson Park RoadFarmingtonCT06032231907729501(c)(3)$30,000MATCHING GIFTS
Jewish Alliance of Greater Rhode Island
401 ELMGROVE AVEPROVIDENCERI029063451274127671501(c)(3)$9,200MATCHING GIFTS
JEWISH COLLABORATIVE SERVICES
1165 N MAIN STPROVIDENCERI029045740822962600501(c)(3)$5,600MATCHING GIFTS
Jewish Family & Children's Service
1430 MAIN STWALTHAMMA024511623042104356501(c)(3)$22,536Building Cultural/Linguistic Capacity in Dementia
Jewish Family Service of Metrowest
475 Franklin StFraminghamMA017026264042730898501(c)(3)$10,500Disaster Relief
Justice Resource Institute Inc
160 Gould St Suite 300BostonMA02494042526357501(c)(3)$20,681COVID-19 Response Fund
LUK Crisis Center Inc
545 WESTMINSTER STFITCHBURGMA014204727042483679501(c)(3)$15,000COVID-19 Response Fund
Lawrence CommunityWorks Inc (LCW)
168 NEWBURY STLAWRENCEMA018413910042982308501(c)(3)$10,000Momentum Fund: COVID-19 Support
LivableStreets Transportation Alliance of Boston
70 PACIFIC STCAMBRIDGEMA021394204300331222501(c)(3)$30,000Better Buses and Safer Streets for Older Adults on
MAB COMMUNITY SERVICES INC
200 IVY STBROOKLINEMA024463907261964620501(c)(3)$48,002Ensuring Access for Seniors with Vision Loss and O
Make the Road States
850 State StreetBridgeportCT06605113344389501(c)(3)$10,000Momentum Fund: COVID-19 Support
Massachusetts Association for Mental Health Inc
50 Federal Street 6th FloorBostonMA02110042104711501(c)(3)$90,000Public Education and Systems Orientation for Commu
MA Association of Councils on Aging
116 PLEASANT ST STE 306EASTHAMPTONMA010272781042793624501(c)(3)$45,000Expanding Dementia Friendly MA During COVID-19
MA Coalition for the Homeless Inc
73 Buffum StreetLYNNMA01902222599662501(c)(3)$30,000COVID-19 Response Fund
Massachusetts Law Reform Institute
40 COURT STREET SUITE 800BOSTONMA02108046004303501(c)(3)$60,000Older Adult Nutrition Access Project 2021
Massachusetts Senior Action Council
108 Myrtle Street Suite 112QuincyMA02171042760902501(c)(3)$80,000Senior Power Up for Health and Economic Security
Meals on Wheels of Rhode Island Inc
70 BATH STREETPROVIDENCERI029080000050340723501(c)(3)$40,000COVID-19 Response Fund
Mill City Grows Inc
650 Suffolk Street Suite G10LowellMA01854472096070501(c)(3)$12,808Momentum Fund: COVID-19 Support
Monadnock Family Services Inc
64 MAIN ST 2ND FLOORKEENENH034313701026012230501(c)(3)$10,000Momentum Fund: COVID-19 Support
Monadnock United Fund
23 CENTER STKEENENH034313351020236885501(c)(3)$15,000COVID-19 Response Fund
Mount Auburn Hospital
330 MOUNT AUBURN STCAMBRIDGEMA021385502042103606501(c)(3)$16,600MATCHING GIFTS
Naugatuck Valley Project Inc
16 CHURCH STWATERBURYCT067022103222726260501(c)(3)$10,000Momentum Fund: COVID-19 Support
Needham Community Council
570 Hillside AveNeedhamMA02494042121365501(c)(3)$6,750MATCHING GIFTS
New Britain ROOTS Inc
PO BOX 853NEW BRITAINCT060500853464350118501(c)(3)$20,000COVID-19 Response Fund
New Futures
10 FERRY ST STE 307CONCORDNH033015081020525391501(c)(3)$75,000Rebalancing the Long-Term Care System in New Hamps
New Hampshire Catholic Charities IncNH FB
100 William Loeb Dr Unit 3ManchesterNH03109020222163501(c)(3)$88,420COVID-19 Response Fund
New Hampshire Legal Assistance
117 N STATE STCONCORDNH033014407020300897501(c)(3)$60,000New Hampshire Alliance for Healthy Aging Advocacy
New Hampshire Public Health Association
4 PARK ST STE 403CONCORDNH033016313020453814501(c)(3)$10,000COVID-19 Response Fund
North Central Area Agency on Aging
151 NEW PARK AVE Box 75HARTFORDCT061062172223059029501(c)(3)$10,000COVID-19 Response Fund
NORTHEAST ARC INC
1 SOUTHSIDE RDDANVERSMA019231408042232416501(c)(3)$28,200MATCHING GIFTS
Old Colony Young Mens Christian Association
320 MAIN STREETBROCKTONMA023015340042125014501(c)(3)$60,000Healthy for Life
Olneyville Housing Corporation
66 CHAFFEE STPROVIDENCERI029092734223010422501(c)(3)$50,000Central Providence Healthy Aging Housing Network
Partners for a Healthier Community
280 Chestnut StreetSpringfieldMA01101043342182501(c)(3)$99,499LiveWell Springfield (LWS) Coalition Age Friendly
Partnership for Strong Communities Inc
227 LAWRENCE STHARTFORDCT061061441200882009501(c)(3)$20,000COVID-19 Response Fund
Person-to-Person
1864 POST RDDARIENCT068205802061422248501(c)(3)$10,000COVID-19 Response Fund
Pine Street Inn Inc
444 HARRISON AVEBOSTONMA02118042516093501(c)(3)$30,525MATCHING GIFTS
Pioneer Valley Regional Ventures Center
60 CONGRESS STREETSPRINGFIELDMA011043491043560951501(c)(3)$65,000Age Friendly Pioneer Valley Initiative
PKD FOUNDATION
1001 E 101st Terrace Suite 220Kansas CityMO64131431266906501(c)(3)$35,000MATCHING GIFTS
President and Fellows of Harvard College
1033 Massachusetts Ave 2nd FloorCambridgeMA021385366042103580501(c)(3)$56,000Food is Medicine Massachusetts Coalition (FIMMA) S
Progreso Latino Inc
626 BROAD STCENTRAL FALLSRI028632835050380608501(c)(3)$10,000COVID-19 Response Fund
Project Bread - The Walk for Hunger
145 Border StEast BostonMA021281903042931195501(c)(3)$11,434COVID 19 RESPONSE FUND
Providence Youth Student Movement
669 ELMWOOD AVE BOX 19 RM B10PROVIDENCERI029073363651224536501(c)(3)$67,000AMOR Evaluation, Expansion, and Reorganization, Ta
Public Health Council of the Upper Valley
1 COURT ST STE 378LEBANONNH037661358752991608501(c)(3)$10,000Momentum Fund: COVID-19 Support
Quincy Asian Resources Inc
1509 Hancock StreetQuincyMA021695242010556446501(c)(3)$20,200COVID-19 Response Fund
Regional Data Cooperative for Greater NH
129 CHURCH ST STE 605NEW HAVENCT065102045061567201501(c)(3)$10,000Momentum Fund: COVID-19 Support
Revitalize Community Development Corp
1145 MAIN ST STE 107SPRINGFIELDMA011032152043172737501(c)(3)$21,000COVID-19 Response Fund
Rhode Island College Foundation
600 MOUNT PLEASANT AVENUEPROVIDENCERI029081940056049721501(c)(3)$120,000Age-Friendly Rhode Island: 2020, 2021
RHODE ISLAND COMMUNITY FB ASSOCIATION
200 NIANTIC AVEPROVIDENCERI029073150050395601501(c)(3)$85,720Empty Bowls 2020
Rhode Island Parent Information Network Inc
1210 PONTIAC AVECRANSTONRI029204490050457336501(c)(3)$85,000Piloting a Sustainable Payment Model for Rhode Isl
RIAN IMMIGRANT CENTER INC
1 STATE ST STE 800BOSTONMA021093501043063382501(c)(3)$25,000COVID-19 Response Fund
Saint Elizabeth Community
1 Saint Elizabeth WayEast GreenwichRI028182163050258998501(c)(3)$10,000COVID-19 Response Fund
Saint Francis House Inc
39 Boylston StreetBostonMA02116222519129501(c)(3)$6,880All The Way Home Gala
Seacoast Mental Health Center Inc
1145 SAGAMORE AVEPORTSMOUTHNH038015503020262862501(c)(3)$10,000Momentum Fund: COVID-19 Support
SeniorCare Inc
5 BLACKBURN CENTERGLOUCESTERMA019302259042512171501(c)(3)$30,000Age and Dementia Friendly Cape Ann
South Shore Community Action Council Inc
265 SOUTH MEADOW ROADPLYMOUTHMA023604782046125732501(c)(3)$15,000COVID-19 Response Fund
SOUTH SHORE RUGBY FOOTBALL CLUB INC
225 Holly Ridge DriveHansonMA02341462877026501(c)(3)$7,320MATCHING GIFTS
Southeast Asian Coalition of Central MA
CENTRAL MASSACHUSETTS INC 484 MAINWORCESTERMA016080000043393955501(c)(3)$10,000Momentum Fund: COVID-19 Support
Southwest Boston Senior Services Inc
555 AMORY STREETJAMAICA PLAINMA021302652237304163501(c)(3)$44,750AgeWell Equality
SW Connecticut Agency on Aging Inc
1000 LAFAYETTE BLVD FL 9BRIDGEPORTCT066044715060916407501(c)(3)$10,000COVID-19 Response Fund
Spark the Dream
27 Lowell Street Suite 205ManchesterNH03102800886210501(c)(3)$10,000Momentum Fund: COVID-19 Support
St Joseph Community Services Inc
PO BOX 910MERRIMACKNH030540910020335003501(c)(3)$15,000COVID-19 Response Fund
St Martin de Porres Senior Center
160 Cranston StreetProvidenceRI02907056023622501(c)(3)$10,000Momentum Fund: COVID-19 Support
TeleHealth Access for Seniors Inc
2127 Alaqua Lakes BlvdLongwoodFL32779850764024501(c)(3)$10,000Momentum Fund: COVID-19 Support
The Carroll Center for the Blind Inc
770 Centre StreetNewtonMA02458042106173501(c)(3)$17,990Business Resource Group Grant
The CT Coalition to End Homelessness
257 LAWRENCE STHARTFORDCT061061430061126880501(c)(3)$20,000COVID-19 Response Fund
The Family Pantry of Cape Cod
133 Queen Anne RoadHarwichMA02645223079904501(c)(3)$10,000Disaster Relief
The Food Bank of Western Massachusetts
97 N HATFIELD RDHATFIELDMA010380160042751023501(c)(3)$28,540COVID-19 Response Fund
The Greater Boston Food Bank Inc
70 SOUTH BAY AVENUEBOSTONMA021182700042717782501(c)(3)$107,474MATCHING GIFTS
The Home for Little Wanderers
10 GUEST STREET STE 3BOSTONMA021352066042104764501(c)(3)$5,275Matching Gifts
The Mental Health Center of Grt Manchester Inc
401 CYPRESS STMANCHESTERNH031033628020258994501(c)(3)$55,000Senior Experience and Community Resources Awarenes
The New American Dream Foundation Inc
32 FARVIEW AVE 3rd Floor FLDANBURYCT068105533811540774501(c)(3)$10,000Momentum Fund: COVID-19 Support
The Open DoorCape Ann Food Pantry Inc
28 Emerson AvenueGLOUCESTERMA01930222513482501(c)(3)$85,000Medically Tailored Groceries Program
The Rhode Island Minority Elder Task Force Inc
5 LEAHY STRUMFORDRI029162109061682601501(c)(3)$10,000COVID-19 Response Fund
The Senior Agenda Coalition of Rhode Island
70 BATH STPROVIDENCERI029084849743261256501(c)(3)$60,000Senior Voices for Aging in the Community
Thundermist Health Center
171 SERVICE AVE Bldg 2WARWICKRI028861015050355097501(c)(3)$10,000Momentum Fund: COVID-19 Support
Tri-County Community Action Program Inc
30 EXCHANGE STBERLINNH035701911020267404501(c)(3)$25,000COVID-19 Response Fund
Trinity Tabernacle Inc
14 NIMITZ RDRUMFORDRI029161011050499689501(c)(3)$20,000COVID-19 Response Fund
Trust for America's Health
1730 M ST NW STE 900WASHINGTONDC200364547522257066501(c)(3)$50,000Healthy Aging Regional Convening
Trust for Public Land
101 Montgomery St Ste 900San FranciscoCA94104237222333501(c)(3)$61,050Elevating the voices of older adults in decision-m
Trustees of Boston College
140 Commonwealth AvenueChestnut HillMA02467042103545501(c)(3)$6,900MATCHING GIFTS
TRUSTEES OF THE COLLEGE OF THE HOLY CROSS
1 COLLEGE STWORCESTERMA016102322042103558501(c)(3)$5,140MATCHING GIFTS
Trustees of Tufts College
80 George Street Suite 200MedfordMA021554243042103634501(c)(3)$5,400MATCHING GIFTS
Union Capital Boston
1542 Columbus AveRoxburyMA02119471136081501(c)(3)$17,150COVID-19 Response Fund
United Way of Central and Northeastern CT
30 LAUREL STREETHARTFORDCT061061361060646653501(c)(3)$50,000COVID-19 Response Fund
UNITED WAY OF CENTRAL MASSACHUSETTS INC
484 MAIN ST STE 300WORCESTERMA016081817042104017501(c)(3)$6,650MATCHING GIFTS
United Way of Greater Fall River Inc
PO BOX 2550FALL RIVERMA027222550042104026501(c)(3)$15,000COVID-19 Response Fund
United Way of Massachusetts Bay Inc
9 Channel Center Street Suite 500BostonMA022101276042382233501(c)(3)$71,382MATCHING GIFTS
United Way of Rhode Island
50 Valley StProvidenceRI02909050276059501(c)(3)$55,000COVID-19 Response Fund
United Way of the Greater Seacoast
112 Corporate Drive Unit 3PortsmouthNH03801042382233501(c)(3)$15,000COVID-19 Response Fund
United Way of Western Connecticut Inc
301 MAIN STREET NO 2-5DANBURYCT068105861060646577501(c)(3)$10,000Momentum Fund: COVID-19 Support
University of Massachusetts Foundation
1 Beacon St Floor 31BostonMA02108046013152501(c)(3)$354,573Connecticut and Rhode Island Healthy Aging Data Re
University of Rhode Island Foundation & Alumni Eng
79 Upper College RoadKingstonRI02881056014351501(c)(3)$60,100Increasing food security and health equity among l
University System of NH
5 CHENELL DR STE 301CONCORDNH033018522026000937501(c)(3)$50,000Strengthening the NH Alliance for Healthy Aging Co
UPPER VALLEY HAVEN INC
713 HARTFORD AVEWHITE RIVer JunCTionVT050018037030277908501(c)(3)$10,000Momentum Fund: COVID-19 Support
Urban League of Eastern Massachusetts
88 WARREN STBOSTONMA021193208237349132501(c)(3)$10,000Disaster Relief
Vietnam Veterans Workshop Inc
17 COURT STBOSTONMA021082601043007211501(c)(3)$10,650Business Resource Group Grant
WalkBoston
405 Waltham Street Suite 309LexingtonMA021083206223061699501(c)(3)$62,750AGE FRIENDLY WALKING ADV
WALTHAM BOYS AND GIRLS CLUB INC
20 EXCHANGE STWALTHAMMA024514404042103927501(c)(3)$6,265MATCHING GIFTS
Watertown Boys & Girls Club
25 WHITES AVEWATERTOWNMA024724345046134699501(c)(3)$5,800MATCHING GIFTS
Watertown Community Foundation
PO Box 334WATERTOWNMA024710334300229398501(c)(3)$13,400Watertown Helps Out Day
Way Finders Inc
120 MAPLE ST 4TH FLSPRINGFIELDMA011032203042518368501(c)(3)$65,000Flexing Civic Muscle Two
Westbay Community Action Program
224 BUTTONWOODS AVEWARWICKRI028867541050311985501(c)(3)$10,000Momentum Fund: COVID-19 Support
Western Connecticut Area Agency on Aging Inc
84 PROGRESS LANE 2ND FLOORWATERBURYCT067053863061182488501(c)(3)$10,000COVID-19 Response Fund
WHOLESOME WAVE INC
855 MAIN ST STE 910BRIDGEPORTCT066044915260352899501(c)(3)$8,051MATCHING GIFTS
Women's Lunch Place Inc
67 Newbury StBostonMA021163010222514148501(c)(3)$10,700Business Resource Group Grant
Worcester County Food Bank Inc
474 Boston TurnpikeShrewsburyMA015453948043071457501(c)(3)$58,827COVID-19 Response Fund
Young Mens Christian Association
316 Huntington AveBostonMA02115042103551501(c)(3)$9,050MATCHING GIFTS
Young Women's Christian Association of Boston
140 CLARENDON STREETBOSTONMA02116042103548501(c)(3)$19,444Academy of Women Achievers
Health Imperatives Inc
942 West Chestnut StreetBrocktonMA02301042609177501(c)(3)$10,000Momentum Fund: COVID-19 Support
FieldValueIRS element (for citing)
Total501c3 Org190Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, Part I, Line 2FormAndLineReferenceDesc
ExplanationDESC OF ORGANIZATIONS PROCEDURES FOR MONITORING THE USE OF GRANTS. TUFTS HEALTH PLAN FOUNDATION INVESTS IN COMMUNITIES BY MAKING GRANTS TO NONPROFIT ORGANIZATIONS. THE FOUNDATIONS PROCESS IS COMPREHENSIVE AND THOROUGH. DEPENDING ON TYPE OF GRANT, THE REVIEWS EITHER BEGIN WITH A LETTER OF INTENT AND/OR A FULL PROPOSAL. THESE SERVE AS THE BASIS OF A MUTUAL PERFORMANCE AGREEMENT AND FOR MONITORING 501C3 STATUS AND EVALUATING EACH ORGANIZATIONS FINANCES. GRANTS $50,000 OR LESS ARE APPROVED BY STAFF. GRANTS MORE THAN $50,OOO ARE RECOMMENDED BY STAFF AND VOTED ON BY THE BOARD OF DIRECTORS. ONCE AWARDED, GRANTEES ARE REQUIRED TO SUBMIT PERIODIC REPORTS(S).ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsYes (true)CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LYDIA GREENE
FDN DIR/SVP CHRO (END 6/20)$0$368,948$0$213,632$0$102,888$0$291,792$0$6,003$0$983,263$0$41,699
KRISTIN LEWIS
FDN DRCTOR/SVP CHPAO$0$318,107$0$184,194$0$78,877$0$149,206$0$17,603$0$747,987$0$40,418
ROLAND PRICE
TREASURER$0$291,230$0$132,496$0$90,154$0$93,412$0$20,414$0$627,706$0$34,097
NORA MORENO CARGIE
PRESIDENT/DIRECTOR$0$301,742$0$136,195$0$166,648$0$94,076$0$11,669$0$710,330$0$27,982
PHILLIP GONZALEZ
SENIOR PROGRAM OFFICER$0$148,508$0$10,470$0$13,573$0$27,548$0$2,103$0$202,202$0$0
ALRIE DANIELCYK
SENIOR COMMUNICATIONS OFFICER$0$138,412$0$12,324$0$12,180$0$37,374$0$985$0$201,275$0$0
STACEY MANN
SR MANAGER, CORP CITIZENSHIP$0$154,738$0$11,069$0$2,433$0$31,534$0$6,289$0$206,063$0$0
THOMAS CROSWELL
FDN DIRECTOR/CEO TAHMO$0$1,483,654$0$1,100,000$0$453,555$0$376,099$0$5,905$0$3,419,213$0$191,142
UMESH KURPAD
CFO$0$589,219$0$389,915$0$182,769$0$168,475$0$11,764$0$1,342,142$0$87,053
MARY MAHONEY
CLERK$0$455,054$0$785,765$0$141,109$0$390,382$0$235$0$1,772,545$0$61,687

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE J, PART I, LINE 3FormAndLineReferenceDesc
ExplanationSUPPLEMENTAL COMPENSATION INFORMATION THE FOUNDATION USES THE COMPENSATION POLICIES OF ITS SOLE MEMBER, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). SCHEDULE J, PART I, LINE 4B THE RELATED ORGANIZATION MAINTAINS AN EXECUTIVE SAVINGS PLAN (ESP) FOR ITS SENIOR MANAGERS WITH THE TITLE DIRECTOR AND ABOVE. THE NUMBERS LISTED ON SCHEDULE J PART II COLUMN C REFLECT BOTH THE EMPLOYEE DEFERRALS AS WELL AS THE EMPLOYER CONTRIBUTIONS TO THE ESP. FORM 990, SCHEDULE J, PART I, LINE 6B SUPPLEMENTAL COMPENSATION INFORMATION THE BELOW OFFICERS AND/OR DIRECTORS OF TUFTS HEALTH PLAN FOUNDATION, INC. ARE ELIGIBLE TO PARTICIPATE IN AN EXECUTIVE INCENTIVE PLAN BECAUSE OF THEIR ROLES AT TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. THE EMPLOYEES WHO PARTICIPATE IN THIS PLAN ARE: - ROLAND PRICE - NORA MORENO CARGIE - UMESH KURPAD - MARY O'TOOLE MAHONEY - THOMAS CROSWELL - LYDIA GREENE - KRISTIN LEWISExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1ORGANIZATION'S MISSION TO PROVIDE COMMUNITY BENEFITS ABOVE AND BEYOND ITS REGULAR LINES OF BUSINESS, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO) ESTABLISHED THE TUFTS HEALTH PLAN FOUNDATION, A 501(C)(3) CHARITABLE AND SUPPORTING ORGANIZATION OF TAHMO. THE FOUNDATION LEVERAGES THE PLAN'S GREATEST ASSET-ITS PEOPLE-IN A MORE DELIBERATE WAY ON BEHALF OF COMMUNITY. ITS MISSION IS ALIGNED WITH THAT OF TUFTS HEALTH PLAN: TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE. THE FOUNDATION ACHIEVES THIS MISSION PRIMARILY THROUGH COMMUNITY INVESTMENTS, COMMUNITY ENGAGEMENT AT KEY STAKEHOLDER "TABLESCONVENING ACTIVITIES FOCUSED ON HEALTHY LIVING WITH AN EMPHASIS ON OLDER PEOPLE, PARTICULARLY THOSE IN UNDER-RESOURCED COMMUNITIES. TUFTS HEALTH PLAN FOUNDATION COLLABORATES WITH OLDER PEOPLE, CIVIC LEADERS AND NONPROFIT ORGANIZATIONS TO SUPPORT COMMUNITIES WORKING TO BE GREAT PLACES TO GROW UP AND GROW OLD. THE FOUNDATION EMPHASIZES COLLABORATION ACROSS SECTORS, FOCUSING ON INITIATIVES THAT ARE INCLUSIVE AND HONOR THE WORK ALREADY BEING DONE IN COMMUNITY. THE FOUNDATION IS AN ADVOCATE TO ADVANCE POLICIES AND BEST PRACTICES SHAPED BY OLDER PEOPLE; A CATALYST ACCELERATING CHANGES THAT IMPROVE ACCESS AND SERVICES; AND A CONVENER CREATING OPPORTUNITIES AND SPACE FOR ORGANIZATIONS/LEADERS TO WORK TOGETHER. WHEN CONTEMPLATING AGE-FRIENDLY COMMUNITY FUNDING, THE FOUNDATION CONSIDERS ACCESS TO COMMUNITY AND HEALTH CARE, HOUSING, TRANSPORTATION, SOCIAL PARTICIPATION, OUTDOOR SPACES AND BUILDINGS, RESPECT AND SOCIAL INCLUSION, CIVIC PARTICIPATION AND EMPLOYMENT, COMMUNICATIONS AND INFORMATION. THIS APPROACH RECOGNIZES THE WIDE RANGE OF RESOURCES OLDER PEOPLE PROVIDE, AS WELL AS THEIR CAPACITY TO ADDRESS ISSUES THAT AFFECT THEM, ANTICIPATES AND RESPONDS FLEXIBLY TO AGING-RELATED NEEDS AND PREFERENCES, RESPECTS OLDER PEOPLE'S DECISIONS AND LIFESTYLE CHOICES, PROTECTS THOSE WHO ARE MOST VULNERABLE, AND PROMOTES OLDER PEOPLE'S INCLUSION IN AND CONTRIBUTION TO ALL AREAS OF COMMUNITY LIFE. TO ADVANCE COMMUNITY WORK, THE FOUNDATION STRATEGICALLY ENCOURAGES MORE COLLABORATION FOR BROADER IMPACT AND SUPPORTS ORGANIZATIONS INTO SHARING BEST PRACTICES THAT LEAD TO IMPROVED COMMUNITY OUTCOMES. IN 2020, THE FOUNDATION MADE 168 GRANTS TOTALING MORE THAN $5.3 MILLION TO NONPROFIT ORGANIZATIONS WORKING TO IMPROVE HEALTHY LIVING WITH A FOCUS ON OLDER PEOPLE, ADVANCE RACIAL JUSTICE AND SUPPORT NONPROFIT ORGANIZATIONS HELPING COMMUNITIES DURING THE COVID-19 PANDEMIC.
FORM 990, PART III, LINE 4ACOVID-19 RESPONSE SPECIAL ONE-TIME GENERAL OPERATING SUPPORT GRANTS TO ASSIST THE ORGANIZATION'S RESPONSE TO COMMUNITY NEED DURING THE COVID-19 PANDEMIC. FORM 990, PART III, LINE 4B SYSTEMS & BEST PRACTICES GRANTS SUPPORT BEST PRACTICES AND SYSTEMS CHANGES TO ELIMINATE BARRIERS ADVERSELY AFFECTING OLDER PEOPLE. PROGRAMS CAN EXPAND, SCALE OR REPLICATE "BEST IN CLASS" COLLABORATIONS AND IDEAS THAT ADDRESS THE NEEDS OF OLDER PEOPLE IN COMMUNITY. COMMUNITY ENGAGEMENT AND INPUT SHOULD BE PRIORIZED. FORM 990, PART III, LINE 4C CORPORATE CITIZENSHIP (WORKPLACE GIVING/SPONSORSHIPS) IN 2020, TUFTS HEALTH PLAN CONTINUED TO GROW ITS CORPORATE CITIZENSHIP PROGRAM. FACETS OF THE PROGRAM INCLUDED FOUNDATION INVESTMENTS IN COMMUNITY THROUGH GRANTS AND SPONSORSHIPS, A MATCH PROGRAM THAT SUPPORTS INDIVIDUAL VOLUNTEERING AND/OR FINANCIAL CONTRIBUTIONS TO QUALIFIED NON-PROFIT ORGANIZATIONS UP TO $500 ANNUALLY FOR EACH EMPLOYEE AND UP TO $5,000 ANNUALLY FOR MEMBERS OF THE TAHMO AND FOUNDATION BOARDS OF DIRECTORS; ADDITIONALLY THE FOUNDATION MATCHES UP TO $5,000 ANNUALLY FOR EMPLOYEES DIRECTOR-LEVEL AND ABOVE WHO SERVE ON BOARDS. THE FOUNDATION ALSO OFFERED A SPECIAL DOUBLE MATCH IN 2020 FOR DONATIONS SUPPORTING COVID-19 RELIEF AND ADVANCING SOCIAL JUSTICE. ALSO, A MATCH INCENTIVE FOR TEAM-BASED VOLUNTEERING ENCOURAGES SERVICE TO COMMUNITY AND FOR EMPLOYEE PARTICIPATION IN FUNDRAISING IN THE ANNUAL WALKS TO END ALZHEIMER'S. THE CORPORATE CITIZENSHIP PROGRAM SHIFTED DUE TO THE PANDEMIC TO OFFER REMOTE VOLUNTEER SERVICE OPPORTUNITIES THROUGHOUT THE YEAR AS WELL AS ONLINE SCHOOL, FOOD. HOUSEHOLD ESSENTIALS AND HOLIDAY DRIVES. FORM 990, PART III, LINE 4D COLLABORATION AND COMMUNITY ENGAGEMENT (LEADERSHIP FUND); MOMENTUM FUND MINI-GRANT PROGRAM; BUSINESS RESOURCE GROUPS (BRGS) GRANTS; POLICY & ADVOCACY GRANTS COLLABORATION AND COMMUNITY ENGAGEMENT (LEADERSHIP FUND):DESIGNED TO SUPPORT MULTIPLE COMMUNITY STAKEHOLDERS AND SECTORS TOWARD COMMON GOAL, SUPPORT FOR THIS WORK CONSIDERS CURRENT OR NEW ACTIVITIES THAT DIRECTLY OR INDIRECTLY LEAD TO AGE-FRIENDLY COMMUNITIES AND ADDRESS BARRIERS IN THE MOST VULNERABLE COMMUNITIES. MOMENTUM FUND: IN 2020 THE MOMENTUM FUND PROVIDED $10,000 GENERAL OPERATING SUPPORTS GRANTS TO ASSIST THE ORGANIZATIONS RESPONSE TO COMMUNITY NEEDS DURING THE COVID-19 PANDEMIC. BUSINESS RESOURCE GROUPS (BRGS): THE TUFTS HEALTH PLAN BRGS WERE ESTABLISHED TO CREATE OPPORTUNITIES FOR EDUCATION, MENTORING AND LEADERSHIP, TO SUPPORT DIVERSE COMMUNITIES THROUGH VOLUNTEERING, AND TO FOSTER A CULTURE OF RESPECT AND INCLUSION. THESE GRANTS ARE THE RESULT OF A COLLABORATION BETWEEN THE FOUNDATION AND THE BRGS TO STRENGTHEN COMMUNITY CONNECTIONS. IN 2020, EACH BRG RECOMMENDED A $10,000 GENERAL OPERATING SUPPORT GRANT TO SUPPORT A NONPROFIT ORGANIZATION'S RESPONSE TO THE COVID-19 PANDEMIC. POLICY & ADVOCACY GRANTS THE FOUNDATION SUPPORTS POLICY AND/OR SYSTEMS-LEVEL CHANGE LEADING TO AGE-FRIENDLY COMMUNITIES. THESE ACTIVITIES ARE PURPOSEFUL AND INTENTIONAL IN EDUCATING AND INFORMING DECISION-MAKERS; AND INCLUDE OLDER PEOPLE AS ESSENTIAL STAKEHOLDERS IN POLICY AND SYSTEMS CHANGE. ESSENTIAL STAKEHOLDERS IN POLICY AND SYSTEMS CHANGE. RACIAL JUSTICE MULTI-YEAR SUPPORT EQUALLY DIVIDED AMONG THE: LATINO EQUITY FUND, NEW COMMONWEALTH RACIAL EQUITY AND SOCIAL JUSTICE FUND, AND ASIAN COMMUNITY FUND. CAPACITY THE FOUNDATION SUPPORTS THE IMPROVEMENT OF SECTORS THAT ADRESS THE NEEDS OF OLDER ADULTS. A MULTI-YEAR COMMITMENT TO GRANTMAKERS IN AGINGS FOR THE FUTURE SPANS 2020-2022.
FORM 990, PART VI, LINE 2THE FOLLOWING PEOPLE SERVED AS BOARD MEMBER AND/OR OFFICER FOR TUFTS ASSOCIATED HEALTH PLNS, INC: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TOTAL HALTH PLAN, INC: THOMAS CROSWELL UMESH KURPAD MARY MAHONEY ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TUFTS INSURANCE COMPANY: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TUFTS BENEFIT ADMINISTRATORS, INC: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TAHP BOKERAGE CORPORATION, INC: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER FOR INTEGRA PARTNERS HOLDINGS, INC: THOMAS CROSWELL UMESH KURPAD
FORM 990, PART VI, LINE 3DESCRIPTION OF MANAGEMENT ARRANGEMENT THE FOUNDATION IS A SUPPORTING ORGANIZATION OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). TAHMO AND ITS SUBSIDIARY, TUFTS ASSOCIATED HEALTH PLANS, INC.(TAHP), PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO THE FOUNDATION.
FORM 990, PART VI, LINES 6A AND 7AMEMBERS TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. (TAHMO) AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, ELECTS THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY. FORM 990, PART VI, LINE 7B DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS TAHMO, AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE FOUNDATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS.
FORM 990, PART VI, LINE 11BPROCESS USED BY GOVERNING BODY TO REVIEW THE FORM 990 THE FORM 990 IS PREPARED IN THE TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.'S FINANCE DEPARTMENT, WITH ASSISTANCE FROM OUR EXTERNAL ACCOUNTANTS, ERNST & YOUNG. INFORMATION IS PROVIDED BY THE FOUNDATION STAFF, FINANCE DEPARTMENT, HUMAN RESOURCES DEPARTMENT, GOVERNANCE MANAGER, COMPLIANCE & PRIVACY OFFICER, AND INTERNAL LEGAL COUNSEL. CERTAIN SECTIONS OF THE FORM ARE REVIEWED BY A NUMBER OF SENIOR MANAGERS; OUR CHIEF FINANCIAL OFFICER REVIEWS THE FORM IN ITS ENTIRETY. ONCE THE FORM IS COMPLETE, IN NOVEMBER 2021, IT IS FORWARDED ON TO OUR BOARD OF DIRECTORS AND IT IS THEN SUBMITTED FOR FILING.
FORM 990, PART VI, LINES 12CDESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST ON AN ONGOING BASIS AND BEFORE ANY GRANTS ARE AWARDED, ALL BOARD MEMBERS AND STAFF MEMBERS ARE ASKED TO DISCLOSE ANY RELATIONSHIPS OR POTENTIAL CONFLICTS OF INTEREST WITH ANY GRANTEES OR BUSINESS PARTNERS. ALSO, THE FOUNDATION BOARD MEMBERS SUBMIT SIGNED ANNUAL CONFLICT DISCLOSURE STATEMENTS, WHICH ARE REVIEWED WITH THE COMPLIANCE OFFICER. DURING THE GRANT REVIEW PROCESS, STAFF MEMBERS WITH AN ACTUAL OR POTENTIAL CONFLICT ARE PERMITTED TO COMMENT ON A PARTICULAR REQUEST, BUT DO NOT PARTICIPATE IN FINAL DECISIONS. BOARD CONFLICT DISCLOSURES ARE REPORTED PRIOR TO PORTFOLIO OF GRANTS BEING PRESENTED TO THE BOARD FOR VOTE, AND BOARD MEMBERS ARE AGAIN REQUESTED TO DISCLOSE ANY POTENTIAL CONFLICTS BEFORE A VOTE TAKES PLACE. ANY BOARD MEMBER WITH AN ACTUAL OR POTENTIAL CONFLICT IS PERMITTED TO COMMENT, BUT IS NOT ALLOWED TO VOTE ON THE PARTICULAR MATTER.
FORM 990, PART VI, LINE 13THE FOUNDATION HAS A WRITTEN WHISTLEBLOWER POLICY THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., THE FOUNDATION'S SOLE MEMBER. FORM 990, PART VI, LINE 14 THE FOUNDATION HAS A WRITTEN DOCUMENT RETENTION POLICY THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., THE FOUNDATION'S SOLE MEMBER.
FORM 990, PART VI, LINES 15A AND 15BTHE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE EMPLOYEES OF RELATED ORGANIZATIONS PROVIDE SERVICES TO THE FOUNDATION. THE PRESIDENT,CLERK, TREASURER AND CFO ARE COMPENSATED SOLELY FOR THEIR CAPACITY AS EXECUTIVES OF TAHMO AND TAHP. A PORTION OF THEIR COMPENSATION IS REMUNERATION FOR DUTIES RELATED TO THE TUFTS HEALTH PLAN FOUNDATION. THE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE BOARD OF DIRECTORS (THE "BOARD") OF HEALTH PLAN HOLDINGS, INC.(HPHI OR THE "COMPANY") REVIEWS AND ADMINISTERS TOTAL REMUNERATION OPPORTUNITIES, POLICIES, PROGRAMS, AND MAJOR CHANGES IN HPHI'S BENEFIT PLANS THAT ARE APPLICABLE TO THE OFFICERS AND EXECUTIVES OF THE COMPANY (THE "EXECUTIVES"- THESE INCLUDE THE CEO AND ALL SENIOR VICE PRESIDENTS), AS WELL AS TO THE GENERAL AUDITOR, CHIEF COMPLIANCE & ETHICS OFFICER, AND ANY OTHER INDIVIDUAL OR GROUPS THE COMMITTEE DEEMS APPROPRIATE BASED ON ITS INTERPRETATION OF THE DEFINITION OF "DISQUALIFIED PERSONS" IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986. THE COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS OF THE COMPANY. THE COMMITTEE REPORTS TO THE FULL BOARD OF DIRECTORS. FOR CEO COMPENSATION, THE COMMITTEE REVIEWS THE INFORMATION DESCRIBED BELOW AND RECOMMENDS THE CEO'S COMPENSATION TO THE FULL BOARD FOR ITS APPROVAL. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION RECOMMENDATIONS FROM THE CEO FOR OTHER EXECUTIVES, AND PROVIDES A REPORT TO THE FULL BOARD ON THIS INFORMATION. IT IS THE BOARD'S INTENTION THAT THE COMMITTEE WILL PERFORM ITS DUTIES IN A MANNER THAT WILL ESTABLISH A PRESUMPTION THAT THE TOTAL REMUNERATION OFFERED TO EXECUTIVES AND OTHER "DISQUALIFIED PERSONS" ARE REASONABLE. COMPARABILITY DATA AND REASONABLENESS THE TOTAL REMUNERATION OPPORTUNITIES PROVIDED TO EXECUTIVES OF THE COMPANY ARE INTENDED TO BE COMPETITIVE WITH, AND IN REASONABLE COMPARISON TO,THOSE OPPORTUNITIES PROVIDED BY ORGANIZATIONS IN THOSE BUSINESS SECTORS WITH WHICH THE COMPANY COMPETES FOR EXECUTIVE TALENT. THE BOARD BELIEVES THAT SUCH COMPETITORS ARE NOT LIMITED TO OTHER HEALTHCARE INSTITUTIONS AND THAT COMPARISONS SHOULD BE MADE TO THE COMPENSATION PRACTICES OF A CROSS-SECTION OF BUSINESS SECTORS IN BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS, WHEN APPROPRIATE. THE COMMITTEE RETAINS INDEPENDENT COMPENSATION CONSULTANTS TO PROVID DATA AS NECESSARY, AND ALSO USES AVAILABLE SOURCES OF INDEPENDENT DATA ON COMPENSATION. PEER ORGANIZATIONS AND PUBLISHED SURVEY SOURCES WILL BE APPROVED BY THE COMMITTEE BASED ON ITS REASONABLE DETERMINATION. THE COMMITTEE MAY ALSO RELY ON MEMBERS OF MANAGEMENT AND OUTSIDE ADVISORS, CONSULTANTS, AND COUNSEL TO PROVIDE MARKET DATA REPORTS, ANALYSIS, AND OPINIONS WITH RESPECT TO COMPENSATION-RELATED MATTERS. THE DATA REVIEWED CONSISTS OF COMPARABLE, RELEVANT MARKET DATA FOR THE COMPANY'S POSITIONS FROM PUBLISHED SURVEYS, AND OTHER AVAILABLE SOURCES, OF HEALTH AND MANAGED CARE INSTITUTIONS AND THE GENERAL INDUSTRY. OTHER SURVEYS OF SPECIALIZED SKILL SETS OR EMPLOYEE ATTRIBUTES CRITICAL TO THE SUCCESS OF THE COMPANY, E.G., ACTUARIAL, LEGAL, ETC., ARE ALSO INCORPORATED AS NEEDED, ALONG WITH GEOGRAPHIC REFERENCES TO THE BOSTON AND NEW ENGLAND LABOR MARKETS. THE COMMITTEE WILL RELY ON THIS MARKET DATA TO ASSESS, DETERMINE, AND VALIDATE COMPENSATION LEVELS FOR THE COMPANY'S EXECUTIVES. THE COMMITTEE USES THIS DATA IN ITS REVIEW OF: - SETTING BASE SALARIES - IN LIGHT OF MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE, BACKGROUND, EXPERIENCES, AND PERSONAL SKILLS. BASE SALARY WILL BE SET SO THAT THE TARGETED POSITIONING OF AN EXECUTIVE IS AT THE 50TH PERCENTILE FOR EACH POSITION. ACTUAL BASE SALARY MAY VARY BASED ON SKILLS, BACKGROUND, AND EXPERIENCE. - ANNUAL INCENTIVE COMPENSATION - THE COMPANY'S GOAL IS TO PROVIDE COMPETITIVE AND REASONABLE OPPORTUNITIES UNDER THE TERMS OF AN EXECUTIVE ANNUAL INCENTIVE PLAN FOR THE SELECTED POSITIONS WHICH ARE RESPONSIBLE FOR ACHIEVING PERFORMANCE GOALS THAT REFLECT THE OVERALL MISSION OF THE COMPANY, AND THE STRATEGIC DIRECTION OF THE COMPANY FOR THE PERFORMANCE YEAR.THE COMMITTEE MAKES EVERY EFFORT TO ESTABLISH A PRESUMPTION THAT THE TOTAL REMUNERATION OPPORTUNITIES PROVIDED TO EXECUTIVES ARE REASONABLE; AS SUCH PRESUMPTION IS CONTEMPLATED IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME. IN ESTABLISHING THE PRESUMPTION OF REASONABLENESS, THE COMMITTEE MAY ENGAGE THE PROFESSIONAL SERVICES OF INDEPENDENT LEGAL COUNSEL, COMPENSATION EXPERTS, ACCOUNTANTS, AND OTHER EXPERTS AND ADVISORS. TIMING EXECUTIVE BENCHMARKING IS COMPLETED EVERY TWO YEARS FOR THOSE INDIVIDUALS UNDER THE COMPENSATION COMMITTEE'S PURVIEW BY THE EXTERNAL CONSULTANT ENGAGED BY THE COMPENSATION COMMITTEE. TO COMPLETE THE ANALYSIS, THE CONSULTANT: - COLLECTED RELEVANT INFORMATION REGARDING THE COMPANY'S OPERATIONS, COMPLEXITY, STRUCTURE, SIZE, AND SCOPE, AS WELL AS RELEVANT BACKGROUND ON THE EXECUTIVES' DUTIES AND SCOPE OF RESPONSIBILITIES; - DETERMINED THE SURVEY SOURCES TO USE IN THE ANALYSIS, BASED ON THE COMPANY'S COMPETITIVE MARKET FOR EXECUTIVE POSITIONS (AS DESCRIBED ABOVE); - MATCHED THE COMPANY'S EXECUTIVE POSITIONS IN THE SURVEYS BASED ON THE COMPANY'S SIZE, COMPLEXITY, AND SCOPE, AS WELL AS ACCORDING TO SPECIFIC POSITION RESPONSIBILITIES AND REPORTING RELATIONSHIPS; - VALIDATED THE SURVEY SOURCES AND MARKET MATCHES WITH THE INTERNAL COMPENSATION TEAM TO ENSURE CONSISTENCY; - REVIEWED, COMPILED, AND SUMMARIZED THE DATA IN REPORT FORM. THE REPORT SUMMARIZING THE RESULTS OF THE ANALYSIS WAS PRESENTED TO THE COMPENSATION COMMITTEE FOR DISCUSSION AND DELIBERATION. DOCUMENTATION A SUMMARY OF THE DISCUSSIONS AND DELIBERATIONS OF THE COMMITTEE ARE DOCUMENTED IN THE MEETING MINUTES, WHICH ARE REVIEWED AND APPROVED BY THE COMMITTEE.COPIES OF ALL MEETING MATERIALS DISTRIBUTED PRIOR TO AND DURING THE MEETING ARE MAINTAINED IN THE CORPORATE RECORDS ALONG WITH MEETING MINUTES.
FORM 990, PART VI, LINE 19AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FN STMTS TO GEN PUBLIC THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE AT ITS HEADQUEARTERS IN CANTON, MA. ALL REQUESTS CAN BE MADE TO THE CORPORATE COMMUNICATIONS OR FINANCE DEPARTMENTS.
FORM 990, PART VIISUPPLEMENTAL COMPENSATION INFORMATION STEVEN TOLMAN DID NOT EARN COMPENSATION IN 2020. YVONNE GOLDSBERRY DID NOT EARN COMPENSATION IN 2020.

Schedule R IRS990ScheduleR

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TUFTS ASSOCIATED HEALTH MAINTENANCE ORG
c$1,000,000ACCRUAL
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG
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Supplemental Information Detail SupplementalInformationDetail

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Form And Line ReferenceSCHEDULE R, PART V, LINE 1PFormAndLineReferenceDesc
ExplanationREIMBURSEMENT PAID TO OTHER ORGANIZATION THE FOUNDATION REIMBURSES TAHMO FOR ALL PAYMENTS DIRECTLY RELATED TO THE FOUNDATION.ExplanationTxt

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