2021-11-13T13:29:15-06:00 2020-12-31 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2020-01-01 261374263 Tufts Health Plan Foundation Inc % UMESH KURPAD TUFT 6179729400 1 WELLNESS WAY CANTON MA 020211166 JOE Oldakowski PRESIDENT 6179729400 2021-11-12 true JOE Oldakowski 999009999 Eileen Webb P01641852 4126447800 2021-11-11 2 2020 2022-09-23 18:48:47Z X NORA MORENO CARGIE 1 WELLNESS WAY CANTON MA 020211166 10381084 false X WWW.TUFTSHEALTHPLANFOUNDATION.ORG X 2007 MA THE FOUNDATION'S MISSION IS TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE. SEE SCHEDULE O. 12 9 0 0 0 0 5000000 1000000 0 0 2885480 2508383 0 0 7885480 3508383 5179367 6480708 0 0 922636 1005043 0 0 0 555551 475300 6657554 7961051 1227926 -4452668 107159016 111689754 666748 502981 106492268 111186773 X SEE SCHEDULE O. false false 1902832 1615000 COVID-19 RESPONSE (SEE SCHEDULE O) 1744859 1480923 SYSTEMS & BEST PRACTICES GRANTS (SEE SCHEDULE O) 1323648 1123426 CORPORATE CITIZENSHIP (MATCH PROGRAM/SPONSORSHIPS) (SEE SCHEDULE O) 2664388 2261359 7635727 true true false false false false false false false false false true false false true false true true false false true false false false false false false true false true false false false false false false false false false false false false false true false true false true 11 0 true 0 false true BD false false false false false false false false false false X 12 9 true true false false true true true true true false false true true true true false false false false false MA X UMESH KURPAD 6179729400 1 WELLNESS WAY CANTON MA 020211166 X THOMAS CROSWELL FDN DIRECTOR/CEO TAHMO 5.0 45.0 X 0 3037209 382004 MARY MAHONEY CLERK 0.0 50.0 X 0 1381928 390617 UMESH KURPAD CFO 0.0 50.0 X 0 1161903 180239 LYDIA GREENE FDN DIR/SVP CHRO (END 6/20) 0.0 50.0 X 0 685468 297795 KRISTIN LEWIS FDN DRCTOR/SVP CHPAO 0.0 50.0 X 0 581178 166809 NORA MORENO CARGIE PRESIDENT/DIRECTOR 50.0 0.0 X X 0 604585 105745 ROLAND PRICE TREASURER 0.0 50.0 X 0 513880 113826 STACEY MANN SR MANAGER, CORP CITIZENSHIP 50.0 0.0 X 0 168240 37823 PHILLIP GONZALEZ SENIOR PROGRAM OFFICER 50.0 0.0 X 0 172551 29651 ALRIE DANIELCYK SENIOR COMMUNICATIONS OFFICER 50.0 0.0 X 0 162916 38359 KIMBERLY BLAKEMORE PROGRAM OFFICER 50.0 0.0 X 0 100412 34208 ANNE DUMKE Corp. Citizenship SpecialiST 50.0 0.0 X 0 103040 23079 THOMAS O'NEILL DIRECTOR 3.0 3.0 X 5000 67500 0 CHARLOTTE GOLAR RICHIE DIRECTOR 1.0 2.0 X 3000 56000 0 VINCENT MOR DIRECTOR 1.0 0.0 X 3000 0 0 BENJAMIN PERKINS DIRECT0R 1.0 0.0 X 3000 0 0 GEORGE A RUSSELL DIRECTOR 1.0 0.0 X 3000 0 0 JO ANN SIMONS DIRECTOR 1.0 0.0 X 3000 0 0 MARY SKELTON ROBERTS DIRECTOR 1.0 0.0 X 3000 0 0 SARAH SLATER DIRECTOR 1.0 0.0 X 3000 0 0 YVONNE GOLDSBERRY DIRECTOR 1.0 0.0 X 0 0 0 STEVEN TOLMAN DIRECTOR 6.0 20.0 X 0 0 0 26000 8796810 1800155 0 false true false 0 1000000 1000000 0 261233 261233 0 0 0 0 0 9119851 6872701 2247150 2247150 2247150 0 0 0 0 0 0 0 0 0 0 3508383 2508383 6480708 6480708 0 0 0 0 0 0 26000 0 26000 0 0 0 0 0 661788 661788 0 0 0 0 0 0 317255 317255 0 0 0 0 0 0 0 0 0 0 0 0 0 0 37706 0 37706 0 0 0 0 0 0 0 168172 0 168172 0 108161 80129 28032 0 560 0 560 0 4926 0 4926 0 33771 33771 0 0 0 0 0 0 0 0 0 0 2685 0 2685 0 0 0 0 0 10806 0 10806 0 0 0 0 0 27350 0 27350 0 0 0 0 0 3568 0 3568 0 LICENSING FEES 46396 37117 9279 0 OTHER EXPENSES 31199 24959 6240 0 7961051 7635727 325324 0 0 0 0 72416 1578306 0 0 5602 5738 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15043776 10568077 92037222 99537633 0 0 0 0 0 0 107159016 111689754 583702 484185 0 0 0 0 0 0 0 0 0 0 0 0 0 0 83046 18796 666748 502981 X 106492268 111186773 0 0 106492268 111186773 107159016 111689754 -4452668 9147173 0 0 0 X false true X true false X X X 1 TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC 042674079 5 true 0 0 1 0 0 true false true true true false false true false false false false false false false false false true false FORM 990, SCHEDULE A, PART IV, LINE 3B TUFTS 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED COMMINGLED FUNDS 99537633 F 99537633 0 DUE TO AFFILIATES 18796 18796 X 12487384 9147173 9147173 3340211 168172 0 168172 3508383 7792879 7792879 168172 168172 7961051 ASC 740 (FKA FIN 48) FOOTNOTE IN 2020, THE AUDITED FINANCIAL STATEMENTS FOR THE FOUNDATION DID NOT INCLUDE AN ASC 740 FOOTNOTE. Europe (Including Iceland and Greenland) Investments 6829715 6829715 6829715 false false false true false false true A Better Way Foundation Inc 1253 Whitney Ave Hamden CT 06517 843569877 501(c)(3) 67000 TUFTS DEC 2020 ACLU FOUNDATION OF MASSACHUSETTS INC 211 Congress St Boston MA 02110 473686152 501(c)(3) 7386 Disaster Relief Advocates Inc ONE CLARKS HILL FRAMINGHAM MA 017028172 237451423 501(c)(3) 10000 Momentum Fund: COVID-19 Support Agency on Aging of SC Connecticut Inc 117 Washington Avenue North Haven CT 06473 060915531 501(c)(3) 10000 COVID-19 Response Fund Alzheimer's Association 200 Executive Blvd Southington CT 06489 133039601 501(c)(3) 222064 Walk to End Alzheimer's American Civil Liberties Foundation of NH 18 LOW AVE STE 12 CONCORD NH 033014902 020347237 501(c)(3) 68000 Black Lives Matter-Manchester, Black Lives Matter- American Heart Association Inc Waltham MA 300 5th Avenue Suite 6 Waltham MA 024518750 135613797 501(c)(3) 6264 Matching Gifts AMERICAS CHARITIES 14150 NEWBROOK DR STE 110 CHANTILLY VA 201512274 541517707 501(C)(3) 14950 Matching Gifts Arc Massachusetts Inc 217 SOUTH ST WALTHAM MA 024532710 042223502 501(c)(3) 20000 COVID-19 Response Fund Asian Community Development Corporation 38 Oak Street Boston MA 02111 042988263 501(C)(3) 15000 COVID-19 Response Fund Association of Late Deafened Adults Boston 18 PLEASANT VIEW DR EXETER NH 03833 363583674 501(c)(3) 10000 Momentum Fund: COVID-19 Support Attleboro YMCA 63 N MAIN ST ATTLEBORO MA 027032219 042255819 501(c)(3) 10000 COVID-19 Response Fund Autism Sprinter 16 LANTERN LN RANDOLPH MA 023684853 472230168 501(c)(3) 10000 Momentum Fund: COVID-19 Support Belmont Day School Inc 55 Day School Ln Belmont MA 024782030 042108347 501(c)(3) 10000 #GivingTuesday Berkshire Taconic Community Foundation 800 N MAIN ST SHEFFIELD MA 012579503 061254469 501(c)(3) 25000 COVID-19 Response Fund Berkshires Tomorrow Inc 1 Fenn St 2nd Floor PITTSFIELD MA 01201 030572303 501(C)(3) 10000 COVID-19 Response Fund Big Brothers Big Sisters of Franklin County 16 COURT SQ GREENFIELD MA 013013546 042491950 501(c)(3) 10000 Momentum Fund: COVID-19 Support Big Sister Association of Greater Boston 20 Park Plaza Suite 1420 Boston MA 02116 042150651 501(C)(3) 5500 Board Service Match Blue Hills Community Health NTWRK Alliance(CHNA) 1120 HANCOCK ST QUINCY MA 021694313 042468492 501(C)(3) 54010 Blue Hills Regional Coordinating Council (BHRCC) Boston Chinatown Neighborhood Center Inc 885 WASHINGTON ST BOSTON MA 021111415 237209691 501(C)(3) 11100 Business Resource Group Grant Boston Foundation Inc 75 Arlington Street 3rd Floor BOSTON MA 021163936 042104021 501(C)(3) 441300 Latino Legacy Fund, New Commonwealth Racial Equity Boston Harbor Now 15 STATE STREET SUITE 1100 BOSTON MA 021093502 043268863 501(C)(3) 16837 #GivingTuesday Boston Health Care for the Homeless Program 780 Albany Street BOSTON MA 021182318 043160480 501(C)(3) 54130 COVID-19 Response Fund BOSTON MISSIONARY BAPTIST COMMUNITY CENTER INC 336 DUDLEY ST ROXBURY MA 021193365 364666451 501(C)(3) 20000 COVID-19 Response Fund Boys Town New England BAZARSKY CAMPUS 58 FLANAGAN ROAD PORTSMOUTH RI 028710000 200655240 501(C)(3) 10000 Momentum Fund: COVID-19 Support Breaktime United Inc 471 Washington St Floor 2 Wellesley MA 02482 842301372 501(C)(3) 10000 Momentum Fund: COVID-19 Support Cambodian Mutual Assistance Association of GL 465 School Street Lowell MA 018511844 222553560 501(C)(3) 10100 COVID-19 Response Fund Caritas Communities Inc 25 BRAINTREE HILL OFFICE PARK SUITE BRAINTREE MA 021848702 042875899 501(C)(3) 10000 Momentum Fund: COVID-19 Support Catholic Charities Inc AOH 839-841 ASYLUM AVE HARTFORD CT 061052801 060667607 501(C)(3) 20000 COVID-19 Response Fund Center for Southeast Asians 270 ELMWOOD AVE PROVIDENCE RI 029071524 222914654 501(C)(3) 10000 Momentum Fund: COVID-19 Support Cheshire Medical Center 580 COURT ST KEENE NH 034311718 020354549 501(C)(3) 55500 Implementing Age-Friendly Strategies in Southwest Child & Family 31 John Clarke Road Middletown RI 02842 237058381 501(C)(3) 10000 Momentum Fund: COVID-19 Support Clinica EsperanzaHope Clinic 60 Valley Street Olneyville RI 02909 261714340 501(c)(3) 20000 COVID-19 Response Fund Coastline Elderly Services Inc 1646 PURCHASE ST NEW BEDFORD MA 027406819 042622121 501(c)(3) 75000 Age Friendly Greater New Bedford Community Catalyst Inc 30 Winter Street Boston MA 02108 043355127 501(c)(3) 70000 The Future of LTSS: Centering the Voices of Older COMMUNITY DINING ROOM INC 30 HARRISON AVE BRANFORD CT 064053047 223037133 501(c)(3) 10000 Momentum Fund: COVID-19 Support Community Foundation of Southeastern MA 128 UNION ST STE 403 NEW BEDFORD MA 027406376 043280353 501(c)(3) 20000 COVID-19 Response Fund Community Servings 179 Amory Street JAMAICA PLAIN MA 021304529 223154028 501(c)(3) 9920 LifeSavor - postponed until the fall Community Teamwork Inc 155 Merrimack Street Lowell MA 01852 042382027 501(c)(3) 20050 COVID-19 Response Fund COMMUNITY WORKS INC PO Box 590172 Newton Center MA 02459 042762623 501(c)(3) 7263 MATCHING GIFTS Concord Regional Visiting Nurse Association 30 PILLSBURY ST CONCORD NH 033013502 020222122 501(c)(3) 15000 COVID-19 Response Fund Connecticut Community Care Inc 43 ENTERPRISE DRIVE BRISTOL CT 060107457 061024632 501(c)(3) 50000 Connecticut Age Well Community Collaborative Connecticut Food Bank Inc 2 Research Parkway Wallingford CT 06492 061063025 501(c)(3) 52843 COVID-19 Response Fund Cooperative Alliance for SC Transportation 42 SUMNER DR DOVER NH 038205451 020362579 501(c)(3) 15477 Alliance for Community Transportation COUNCIL OF CHURCHES OF GB INC 1718 CAPITOL AVE BRIDGEPORT CT 066041531 060647008 501(c)(3) 20000 COVID-19 Response Fund Cristo Rey Boston High School Inc 100 Savin Hill Avenue Boston MA 021251431 562438544 501(c)(3) 37000 Student Internship Program 2020-2021 Crossroads Rhode Island 160 BROAD ST PROVIDENCE RI 029034028 050259094 501(c)(3) 10100 Business Resource Group Grant DF Cancer Institute and the Jimmy Fund 10 Brookline Place West 6th Floor Brookline MA 024457226 042263040 501(c)(3) 12860 Matching Gifts DIMOCK COMMUNITY FOUNDATION INC 55 Dimock Street Roxbury MA 021191029 043487827 501(c)(3) 5800 Disaster Relief Eastern CT Area Agency on Aging Inc 19 OHIO AVENUE NORWICH CT 063601594 060916608 501(c)(3) 10000 COVID-19 Response Fund Elder Services of the Merrimack Valley Inc 280 MERRIMACK ST STE 400 LAWRENCE MA 018431787 042545136 501(c)(3) 181829 MA Healthy Aging Collab End Hunger Connecticut 65 HUNGERFORD ST HARTFORD CT 061061425 061545835 501(c)(3) 40000 Improving SNAP Experience for Older Adults to Incr Essex County Community Foundation 175 Andover St Ste 101 Danvers MA 019231443 043407816 501(c)(3) 25200 COVID-19 Response Fund Fairfield County's Community Foundation Inc 40 RICHARDS AVE NORWALK CT 068542319 061083893 501(c)(3) 10000 Momentum Fund: COVID-19 Support Family Service of Rhode Island 55 Hope Street Providence RI 02906 050258858 501(c)(3) 10000 Momentum Fund: COVID-19 Support Farmsteads of New England Inc 213 Center Road Hillsborough NH 03244 020517433 501(c)(3) 10000 Momentum Fund: COVID-19 Support Federal Hill House 9 Courtland Street Providence RI 029091503 050258871 501(c)(3) 20000 COVID-19 Response Fund Foodshare Inc 450 WOODLAND AVE BLOOMFIELD CT 060021342 222474771 501(c)(3) 30000 COVID-19 Response Fund Friends of 2Life Communities Inc 30 Wallingford Rd Brighton MA 021354708 042607197 501(c)(3) 24758 Raising the Roof 2020 Friends of TJ2 Robotics Inc PO Box 834 Bridgewater MA 023240834 474739521 501(c)(3) 5250 MATCHING GIFTS FSG 500 BOYLSTON ST STE 600 BOSTON MA 021163791 202776974 501(c)(3) 115000 COVID-19 Response Fund Gibson Center for Senior Services PO BOX 655 N CONWAY NH 038600655 020351152 501(c)(3) 10000 Momentum Fund: COVID-19 Support Grafton County Senior Citizens Council Inc PO BOX 433 LEBANON NH 037660433 237248316 501(c)(3) 10000 Momentum Fund: COVID-19 Support Granite State Independent Living 21 CHENELL DR CONCORD NH 033018539 020350170 501(c)(3) 10000 Momentum Fund: COVID-19 Support Granite United Way 22 CONCORD ST STE 2 MANCHESTER NH 031011817 026006033 501(c)(3) 15250 COVID-19 Response Fund Grantmakers In Aging Inc 901 North Glebe Road ARLINGTON VA 22203 134014982 501(c)(3) 60250 Disaster Relief Greater Boston Chinese Golden ACInc 75 KNEELAND ST Suite 204 BOSTON MA 021111906 237181452 501(c)(3) 20000 COVID-19 Response Fund Greater Seacoast Community Health 311 ROUTE 108 SOMERSWORTH NH 038781522 020304203 501(c)(3) 60000 Creating Age Friendly Communities-A regional appro Greater Worcester Community Foundation Inc 370 Main Street Suite 650 Worcester MA 016081738 042572276 501(c)(3) 25000 COVID-19 Response Fund Growing Places 325 LINDELL AVE LEOMINSTER MA 014535414 100004885 501(c)(3) 36461 Winchendon Community Food Project for Healthy Agin Health Care For All Inc One Federal Street 5th Floor Boston MA 02110 043071598 501(c)(3) 57700 For The People Healthy Waltham Inc 510 MOODY ST WALTHAM MA 024530518 461174988 501(c)(3) 50650 Broadening Waltham Connections for Healthy Aging Higher Ground International 250 PRAIRIE AVE PROVIDENCE RI 029052333 113842652 501(c)(3) 10000 Momentum Fund: COVID-19 Support Hispanic Alliance of Southeastern CT PO BOX 227 NEW LONDON CT 063206397 020573328 501(c)(3) 15000 COVID-19 Response Fund Homeowner's Rehab Inc 280 FRANKLIN ST CAMBRIDGE MA 021393773 042519279 501(c)(3) 20000 COVID-19 Response Fund HomeStart Inc 105 CHAUNCY STREET BOSTON MA 021111726 043311270 501(c)(3) 40559 COVID-19 Response Fund HopeHealth 1085 N MAIN ST PROVIDENCE RI 029045719 510192422 501(c)(3) 9500 MATCHING GIFTS House of Hope Community Development Corp 3188 POST ROAD WARWICK RI 028867175 050448151 501(c)(3) 20000 COVID-19 Response Fund Inquilinos Boricuas en Accion Inc 405 SHAWMUT AVE BOSTON MA 021182029 237090081 501(c)(3) 10000 Momentum Fund: COVID-19 Support Interfaith Counseling Center 1520 Broad St Providence RI 02925 050357815 501(c)(3) 10000 Momentum Fund: COVID-19 Support International Institute of New England Inc 2 Boylston St Fl 3 BOSTON MA 02116 042104325 501(c)(3) 10400 COVID-19 Response Fund JDRF - Greater CT Western MA Chapter 20 Batterson Park Road Farmington CT 06032 231907729 501(c)(3) 30000 MATCHING GIFTS Jewish Alliance of Greater Rhode Island 401 ELMGROVE AVE PROVIDENCE RI 029063451 274127671 501(c)(3) 9200 MATCHING GIFTS JEWISH COLLABORATIVE SERVICES 1165 N MAIN ST PROVIDENCE RI 029045740 822962600 501(c)(3) 5600 MATCHING GIFTS Jewish Family & Children's Service 1430 MAIN ST WALTHAM MA 024511623 042104356 501(c)(3) 22536 Building Cultural/Linguistic Capacity in Dementia Jewish Family Service of Metrowest 475 Franklin St Framingham MA 017026264 042730898 501(c)(3) 10500 Disaster Relief Justice Resource Institute Inc 160 Gould St Suite 300 Boston MA 02494 042526357 501(c)(3) 20681 COVID-19 Response Fund LUK Crisis Center Inc 545 WESTMINSTER ST FITCHBURG MA 014204727 042483679 501(c)(3) 15000 COVID-19 Response Fund Lawrence CommunityWorks Inc (LCW) 168 NEWBURY ST LAWRENCE MA 018413910 042982308 501(c)(3) 10000 Momentum Fund: COVID-19 Support LivableStreets Transportation Alliance of Boston 70 PACIFIC ST CAMBRIDGE MA 021394204 300331222 501(c)(3) 30000 Better Buses and Safer Streets for Older Adults on MAB COMMUNITY SERVICES INC 200 IVY ST BROOKLINE MA 024463907 261964620 501(c)(3) 48002 Ensuring Access for Seniors with Vision Loss and O Make the Road States 850 State Street Bridgeport CT 06605 113344389 501(c)(3) 10000 Momentum Fund: COVID-19 Support Massachusetts Association for Mental Health Inc 50 Federal Street 6th Floor Boston MA 02110 042104711 501(c)(3) 90000 Public Education and Systems Orientation for Commu MA Association of Councils on Aging 116 PLEASANT ST STE 306 EASTHAMPTON MA 010272781 042793624 501(c)(3) 45000 Expanding Dementia Friendly MA During COVID-19 MA Coalition for the Homeless Inc 73 Buffum Street LYNN MA 01902 222599662 501(c)(3) 30000 COVID-19 Response Fund Massachusetts Law Reform Institute 40 COURT STREET SUITE 800 BOSTON MA 02108 046004303 501(c)(3) 60000 Older Adult Nutrition Access Project 2021 Massachusetts Senior Action Council 108 Myrtle Street Suite 112 Quincy MA 02171 042760902 501(c)(3) 80000 Senior Power Up for Health and Economic Security Meals on Wheels of Rhode Island Inc 70 BATH STREET PROVIDENCE RI 029080000 050340723 501(c)(3) 40000 COVID-19 Response Fund Mill City Grows Inc 650 Suffolk Street Suite G10 Lowell MA 01854 472096070 501(c)(3) 12808 Momentum Fund: COVID-19 Support Monadnock Family Services Inc 64 MAIN ST 2ND FLOOR KEENE NH 034313701 026012230 501(c)(3) 10000 Momentum Fund: COVID-19 Support Monadnock United Fund 23 CENTER ST KEENE NH 034313351 020236885 501(c)(3) 15000 COVID-19 Response Fund Mount Auburn Hospital 330 MOUNT AUBURN ST CAMBRIDGE MA 021385502 042103606 501(c)(3) 16600 MATCHING GIFTS Naugatuck Valley Project Inc 16 CHURCH ST WATERBURY CT 067022103 222726260 501(c)(3) 10000 Momentum Fund: COVID-19 Support Needham Community Council 570 Hillside Ave Needham MA 02494 042121365 501(c)(3) 6750 MATCHING GIFTS New Britain ROOTS Inc PO BOX 853 NEW BRITAIN CT 060500853 464350118 501(c)(3) 20000 COVID-19 Response Fund New Futures 10 FERRY ST STE 307 CONCORD NH 033015081 020525391 501(c)(3) 75000 Rebalancing the Long-Term Care System in New Hamps New Hampshire Catholic Charities IncNH FB 100 William Loeb Dr Unit 3 Manchester NH 03109 020222163 501(c)(3) 88420 COVID-19 Response Fund New Hampshire Legal Assistance 117 N STATE ST CONCORD NH 033014407 020300897 501(c)(3) 60000 New Hampshire Alliance for Healthy Aging Advocacy New Hampshire Public Health Association 4 PARK ST STE 403 CONCORD NH 033016313 020453814 501(c)(3) 10000 COVID-19 Response Fund North Central Area Agency on Aging 151 NEW PARK AVE Box 75 HARTFORD CT 061062172 223059029 501(c)(3) 10000 COVID-19 Response Fund NORTHEAST ARC INC 1 SOUTHSIDE RD DANVERS MA 019231408 042232416 501(c)(3) 28200 MATCHING GIFTS Old Colony Young Mens Christian Association 320 MAIN STREET BROCKTON MA 023015340 042125014 501(c)(3) 60000 Healthy for Life Olneyville Housing Corporation 66 CHAFFEE ST PROVIDENCE RI 029092734 223010422 501(c)(3) 50000 Central Providence Healthy Aging Housing Network Partners for a Healthier Community 280 Chestnut Street Springfield MA 01101 043342182 501(c)(3) 99499 LiveWell Springfield (LWS) Coalition Age Friendly Partnership for Strong Communities Inc 227 LAWRENCE ST HARTFORD CT 061061441 200882009 501(c)(3) 20000 COVID-19 Response Fund Person-to-Person 1864 POST RD DARIEN CT 068205802 061422248 501(c)(3) 10000 COVID-19 Response Fund Pine Street Inn Inc 444 HARRISON AVE BOSTON MA 02118 042516093 501(c)(3) 30525 MATCHING GIFTS Pioneer Valley Regional Ventures Center 60 CONGRESS STREET SPRINGFIELD MA 011043491 043560951 501(c)(3) 65000 Age Friendly Pioneer Valley Initiative PKD FOUNDATION 1001 E 101st Terrace Suite 220 Kansas City MO 64131 431266906 501(c)(3) 35000 MATCHING GIFTS President and Fellows of Harvard College 1033 Massachusetts Ave 2nd Floor Cambridge MA 021385366 042103580 501(c)(3) 56000 Food is Medicine Massachusetts Coalition (FIMMA) S Progreso Latino Inc 626 BROAD ST CENTRAL FALLS RI 028632835 050380608 501(c)(3) 10000 COVID-19 Response Fund Project Bread - The Walk for Hunger 145 Border St East Boston MA 021281903 042931195 501(c)(3) 11434 COVID 19 RESPONSE FUND Providence Youth Student Movement 669 ELMWOOD AVE BOX 19 RM B10 PROVIDENCE RI 029073363 651224536 501(c)(3) 67000 AMOR Evaluation, Expansion, and Reorganization, Ta Public Health Council of the Upper Valley 1 COURT ST STE 378 LEBANON NH 037661358 752991608 501(c)(3) 10000 Momentum Fund: COVID-19 Support Quincy Asian Resources Inc 1509 Hancock Street Quincy MA 021695242 010556446 501(c)(3) 20200 COVID-19 Response Fund Regional Data Cooperative for Greater NH 129 CHURCH ST STE 605 NEW HAVEN CT 065102045 061567201 501(c)(3) 10000 Momentum Fund: COVID-19 Support Revitalize Community Development Corp 1145 MAIN ST STE 107 SPRINGFIELD MA 011032152 043172737 501(c)(3) 21000 COVID-19 Response Fund Rhode Island College Foundation 600 MOUNT PLEASANT AVENUE PROVIDENCE RI 029081940 056049721 501(c)(3) 120000 Age-Friendly Rhode Island: 2020, 2021 RHODE ISLAND COMMUNITY FB ASSOCIATION 200 NIANTIC AVE PROVIDENCE RI 029073150 050395601 501(c)(3) 85720 Empty Bowls 2020 Rhode Island Parent Information Network Inc 1210 PONTIAC AVE CRANSTON RI 029204490 050457336 501(c)(3) 85000 Piloting a Sustainable Payment Model for Rhode Isl RIAN IMMIGRANT CENTER INC 1 STATE ST STE 800 BOSTON MA 021093501 043063382 501(c)(3) 25000 COVID-19 Response Fund Saint Elizabeth Community 1 Saint Elizabeth Way East Greenwich RI 028182163 050258998 501(c)(3) 10000 COVID-19 Response Fund Saint Francis House Inc 39 Boylston Street Boston MA 02116 222519129 501(c)(3) 6880 All The Way Home Gala Seacoast Mental Health Center Inc 1145 SAGAMORE AVE PORTSMOUTH NH 038015503 020262862 501(c)(3) 10000 Momentum Fund: COVID-19 Support SeniorCare Inc 5 BLACKBURN CENTER GLOUCESTER MA 019302259 042512171 501(c)(3) 30000 Age and Dementia Friendly Cape Ann South Shore Community Action Council Inc 265 SOUTH MEADOW ROAD PLYMOUTH MA 023604782 046125732 501(c)(3) 15000 COVID-19 Response Fund SOUTH SHORE RUGBY FOOTBALL CLUB INC 225 Holly Ridge Drive Hanson MA 02341 462877026 501(c)(3) 7320 MATCHING GIFTS Southeast Asian Coalition of Central MA CENTRAL MASSACHUSETTS INC 484 MAIN WORCESTER MA 016080000 043393955 501(c)(3) 10000 Momentum Fund: COVID-19 Support Southwest Boston Senior Services Inc 555 AMORY STREET JAMAICA PLAIN MA 021302652 237304163 501(c)(3) 44750 AgeWell Equality SW Connecticut Agency on Aging Inc 1000 LAFAYETTE BLVD FL 9 BRIDGEPORT CT 066044715 060916407 501(c)(3) 10000 COVID-19 Response Fund Spark the Dream 27 Lowell Street Suite 205 Manchester NH 03102 800886210 501(c)(3) 10000 Momentum Fund: COVID-19 Support St Joseph Community Services Inc PO BOX 910 MERRIMACK NH 030540910 020335003 501(c)(3) 15000 COVID-19 Response Fund St Martin de Porres Senior Center 160 Cranston Street Providence RI 02907 056023622 501(c)(3) 10000 Momentum Fund: COVID-19 Support TeleHealth Access for Seniors Inc 2127 Alaqua Lakes Blvd Longwood FL 32779 850764024 501(c)(3) 10000 Momentum Fund: COVID-19 Support The Carroll Center for the Blind Inc 770 Centre Street Newton MA 02458 042106173 501(c)(3) 17990 Business Resource Group Grant The CT Coalition to End Homelessness 257 LAWRENCE ST HARTFORD CT 061061430 061126880 501(c)(3) 20000 COVID-19 Response Fund The Family Pantry of Cape Cod 133 Queen Anne Road Harwich MA 02645 223079904 501(c)(3) 10000 Disaster Relief The Food Bank of Western Massachusetts 97 N HATFIELD RD HATFIELD MA 010380160 042751023 501(c)(3) 28540 COVID-19 Response Fund The Greater Boston Food Bank Inc 70 SOUTH BAY AVENUE BOSTON MA 021182700 042717782 501(c)(3) 107474 MATCHING GIFTS The Home for Little Wanderers 10 GUEST STREET STE 3 BOSTON MA 021352066 042104764 501(c)(3) 5275 Matching Gifts The Mental Health Center of Grt Manchester Inc 401 CYPRESS ST MANCHESTER NH 031033628 020258994 501(c)(3) 55000 Senior Experience and Community Resources Awarenes The New American Dream Foundation Inc 32 FARVIEW AVE 3rd Floor FL DANBURY CT 068105533 811540774 501(c)(3) 10000 Momentum Fund: COVID-19 Support The Open DoorCape Ann Food Pantry Inc 28 Emerson Avenue GLOUCESTER MA 01930 222513482 501(c)(3) 85000 Medically Tailored Groceries Program The Rhode Island Minority Elder Task Force Inc 5 LEAHY ST RUMFORD RI 029162109 061682601 501(c)(3) 10000 COVID-19 Response Fund The Senior Agenda Coalition of Rhode Island 70 BATH ST PROVIDENCE RI 029084849 743261256 501(c)(3) 60000 Senior Voices for Aging in the Community Thundermist Health Center 171 SERVICE AVE Bldg 2 WARWICK RI 028861015 050355097 501(c)(3) 10000 Momentum Fund: COVID-19 Support Tri-County Community Action Program Inc 30 EXCHANGE ST BERLIN NH 035701911 020267404 501(c)(3) 25000 COVID-19 Response Fund Trinity Tabernacle Inc 14 NIMITZ RD RUMFORD RI 029161011 050499689 501(c)(3) 20000 COVID-19 Response Fund Trust for America's Health 1730 M ST NW STE 900 WASHINGTON DC 200364547 522257066 501(c)(3) 50000 Healthy Aging Regional Convening Trust for Public Land 101 Montgomery St Ste 900 San Francisco CA 94104 237222333 501(c)(3) 61050 Elevating the voices of older adults in decision-m Trustees of Boston College 140 Commonwealth Avenue Chestnut Hill MA 02467 042103545 501(c)(3) 6900 MATCHING GIFTS TRUSTEES OF THE COLLEGE OF THE HOLY CROSS 1 COLLEGE ST WORCESTER MA 016102322 042103558 501(c)(3) 5140 MATCHING GIFTS Trustees of Tufts College 80 George Street Suite 200 Medford MA 021554243 042103634 501(c)(3) 5400 MATCHING GIFTS Union Capital Boston 1542 Columbus Ave Roxbury MA 02119 471136081 501(c)(3) 17150 COVID-19 Response Fund United Way of Central and Northeastern CT 30 LAUREL STREET HARTFORD CT 061061361 060646653 501(c)(3) 50000 COVID-19 Response Fund UNITED WAY OF CENTRAL MASSACHUSETTS INC 484 MAIN ST STE 300 WORCESTER MA 016081817 042104017 501(c)(3) 6650 MATCHING GIFTS United Way of Greater Fall River Inc PO BOX 2550 FALL RIVER MA 027222550 042104026 501(c)(3) 15000 COVID-19 Response Fund United Way of Massachusetts Bay Inc 9 Channel Center Street Suite 500 Boston MA 022101276 042382233 501(c)(3) 71382 MATCHING GIFTS United Way of Rhode Island 50 Valley St Providence RI 02909 050276059 501(c)(3) 55000 COVID-19 Response Fund United Way of the Greater Seacoast 112 Corporate Drive Unit 3 Portsmouth NH 03801 042382233 501(c)(3) 15000 COVID-19 Response Fund United Way of Western Connecticut Inc 301 MAIN STREET NO 2-5 DANBURY CT 068105861 060646577 501(c)(3) 10000 Momentum Fund: COVID-19 Support University of Massachusetts Foundation 1 Beacon St Floor 31 Boston MA 02108 046013152 501(c)(3) 354573 Connecticut and Rhode Island Healthy Aging Data Re University of Rhode Island Foundation & Alumni Eng 79 Upper College Road Kingston RI 02881 056014351 501(c)(3) 60100 Increasing food security and health equity among l University System of NH 5 CHENELL DR STE 301 CONCORD NH 033018522 026000937 501(c)(3) 50000 Strengthening the NH Alliance for Healthy Aging Co UPPER VALLEY HAVEN INC 713 HARTFORD AVE WHITE RIVer JunCTion VT 050018037 030277908 501(c)(3) 10000 Momentum Fund: COVID-19 Support Urban League of Eastern Massachusetts 88 WARREN ST BOSTON MA 021193208 237349132 501(c)(3) 10000 Disaster Relief Vietnam Veterans Workshop Inc 17 COURT ST BOSTON MA 021082601 043007211 501(c)(3) 10650 Business Resource Group Grant WalkBoston 405 Waltham Street Suite 309 Lexington MA 021083206 223061699 501(c)(3) 62750 AGE FRIENDLY WALKING ADV WALTHAM BOYS AND GIRLS CLUB INC 20 EXCHANGE ST WALTHAM MA 024514404 042103927 501(c)(3) 6265 MATCHING GIFTS Watertown Boys & Girls Club 25 WHITES AVE WATERTOWN MA 024724345 046134699 501(c)(3) 5800 MATCHING GIFTS Watertown Community Foundation PO Box 334 WATERTOWN MA 024710334 300229398 501(c)(3) 13400 Watertown Helps Out Day Way Finders Inc 120 MAPLE ST 4TH FL SPRINGFIELD MA 011032203 042518368 501(c)(3) 65000 Flexing Civic Muscle Two Westbay Community Action Program 224 BUTTONWOODS AVE WARWICK RI 028867541 050311985 501(c)(3) 10000 Momentum Fund: COVID-19 Support Western Connecticut Area Agency on Aging Inc 84 PROGRESS LANE 2ND FLOOR WATERBURY CT 067053863 061182488 501(c)(3) 10000 COVID-19 Response Fund WHOLESOME WAVE INC 855 MAIN ST STE 910 BRIDGEPORT CT 066044915 260352899 501(c)(3) 8051 MATCHING GIFTS Women's Lunch Place Inc 67 Newbury St Boston MA 021163010 222514148 501(c)(3) 10700 Business Resource Group Grant Worcester County Food Bank Inc 474 Boston Turnpike Shrewsbury MA 015453948 043071457 501(c)(3) 58827 COVID-19 Response Fund Young Mens Christian Association 316 Huntington Ave Boston MA 02115 042103551 501(c)(3) 9050 MATCHING GIFTS Young Women's Christian Association of Boston 140 CLARENDON STREET BOSTON MA 02116 042103548 501(c)(3) 19444 Academy of Women Achievers Health Imperatives Inc 942 West Chestnut Street Brockton MA 02301 042609177 501(c)(3) 10000 Momentum Fund: COVID-19 Support 190 0 SCHEDULE I, Part I, Line 2 DESC 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). false true false false false false true false false LYDIA GREENE FDN DIR/SVP CHRO (END 6/20) 0 368948 0 213632 0 102888 0 291792 0 6003 0 983263 0 41699 KRISTIN LEWIS FDN DRCTOR/SVP CHPAO 0 318107 0 184194 0 78877 0 149206 0 17603 0 747987 0 40418 ROLAND PRICE TREASURER 0 291230 0 132496 0 90154 0 93412 0 20414 0 627706 0 34097 NORA MORENO CARGIE PRESIDENT/DIRECTOR 0 301742 0 136195 0 166648 0 94076 0 11669 0 710330 0 27982 PHILLIP GONZALEZ SENIOR PROGRAM OFFICER 0 148508 0 10470 0 13573 0 27548 0 2103 0 202202 0 0 ALRIE DANIELCYK SENIOR COMMUNICATIONS OFFICER 0 138412 0 12324 0 12180 0 37374 0 985 0 201275 0 0 STACEY MANN SR MANAGER, CORP CITIZENSHIP 0 154738 0 11069 0 2433 0 31534 0 6289 0 206063 0 0 THOMAS CROSWELL FDN DIRECTOR/CEO TAHMO 0 1483654 0 1100000 0 453555 0 376099 0 5905 0 3419213 0 191142 UMESH KURPAD CFO 0 589219 0 389915 0 182769 0 168475 0 11764 0 1342142 0 87053 MARY MAHONEY CLERK 0 455054 0 785765 0 141109 0 390382 0 235 0 1772545 0 61687 FORM 990, SCHEDULE J, PART I, LINE 3 SUPPLEMENTAL 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 LEWIS FORM 990, PART III, LINE 1 ORGANIZATION'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 4A COVID-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 2 THE 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 3 DESCRIPTION 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 7A MEMBERS 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 11B PROCESS 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 12C DESCRIPTION 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 13 THE 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 15B THE 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 19 AVAIL 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 VII SUPPLEMENTAL COMPENSATION INFORMATION STEVEN TOLMAN DID NOT EARN COMPENSATION IN 2020. YVONNE GOLDSBERRY DID NOT EARN COMPENSATION IN 2020. TUFTS ASSOC HEALTH MAINTENANCE ORG 1 WELLNESS WAY CANTON MA 020211166 042674079 HMO MA 501(c)(4) N/A HPHI false TUFTS HEALTH PUBLIC PLANS inc 1 WELLNESS WAY CANTON MA 020211166 800721489 HMO MA 501(c)(4) N/A HPHI false HEALTH PLAN HOLDINGS INC 1 WELLNESS WAY CANTON MA 020211166 814089215 Health Plan MA 501(c)(4) N/A NA false CAREPARTNERS OF CONNECTICUT INC 1 WELLNESS WAY CANTON MA 020211166 822604728 HMO CT 501(c)(4) N/A TAHMO false Carepartners of CT Holdings LLC 1 WELLNESS WAY CANTON MA 020211166 823129930 Holding Compa CT Tufts Associated Health Plans Inc 1 WELLNESS WAY CANTON MA 020211166 042985923 Management SE MA TAHMO C Corp true Intergra Partners Holdings Inc 100 WALL STEET SUITE 502 NEW YORK NY 10005 453032233 MED EQOT & SP NY TAHMO C Corp true false false true false false false false false false false false false false true false true true false false TUFTS ASSOCIATED HEALTH MAINTENANCE ORG c 1000000 ACCRUAL TUFTS ASSOCIATED HEALTH MAINTENANCE ORG q 260000 ACCRUAL SCHEDULE R, PART V, LINE 1P REIMBURSEMENT PAID TO OTHER ORGANIZATION THE FOUNDATION REIMBURSES TAHMO FOR ALL PAYMENTS DIRECTLY RELATED TO THE FOUNDATION.