FURP.ORG / PUBLIC DATA EXPLORER

BCBSM FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BCBSM FOUNDATION INC (EIN 36-3525653)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202003179349102805
Schema version
2019v5.1
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)
Return2020-11-12T03:26:20-00:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363525653EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn OrnerPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2020-10-20SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address159.136.10.25IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm18:02:05IPTm
IP TimezoneCSIPTimezoneCd
Federal Original Submission Id4115682020294tqygx6jFederalOriginalSubmissionId
Federal Original Submission Id2020-11-11FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id60BAF100528146B3743C56A4BD7ED087A3156C62AtSubmissionCreationDeviceId
At Submission Filing Device Id60BAF100528146B3743C56A4BD7ED087A3156C62AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$64,753,774FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$27,817InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27,817InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,230,856DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,230,856DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,179,073NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,494,080GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,179,073CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,748OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,748OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,441,494TotalRevAndExpnssAmt
Total Net Invst Incm$3,441,494TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$242,012CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$242,012CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$547,119OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$547,119OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$166,879PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$166,879PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$433,701OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$433,701OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$112,100TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$27,999TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$27,999TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$210,219OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$204,063OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,101OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,740,029TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$204,063TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,423,811TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,778,528ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,233,660ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,518,557TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$204,063TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,657,471TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,922,937ExcessRevenueOverExpensesAmt
Net Investment Income$3,237,431NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,358,409CashBOYAmt
Cash EOY$419,145CashEOYAmt
Cash EOYFMV$419,145CashEOYFMVAmt
Acct Rcvbl$4,680,684AcctRcvblAmt
Acct Rcvbl EOY$4,680,684AcctRcvblEOYAmt
Corporate Stock BOY$55,494,708CorporateStockBOYAmt
Corporate Stock EOY$64,230,728CorporateStockEOYAmt
Corporate Stock EOYFMV$64,230,728CorporateStockEOYFMVAmt
Other Assets BOY$116,288OtherAssetsBOYAmt
Other Assets EOY$103,901OtherAssetsEOYAmt
Other Assets EOYFMV$103,901OtherAssetsEOYFMVAmt
Total Assets BOY$60,969,405TotalAssetsBOYAmt
Total Assets EOY$69,434,458TotalAssetsEOYAmt
Total Assets EOYFMV$64,753,774TotalAssetsEOYFMVAmt
Accounts Payable BOY$481,036AccountsPayableBOYAmt
Accounts Payable EOY$236,756AccountsPayableEOYAmt
Grants Payable BOY$688,096GrantsPayableBOYAmt
Grants Payable EOY$1,232,964GrantsPayableEOYAmt
Total Liabilities BOY$1,169,132TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,469,720TotalLiabilitiesEOYAmt
Retained Earning BOY$59,800,273RetainedEarningBOYAmt
Retained Earning EOY$67,964,738RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$59,800,273TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$67,964,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$60,969,405TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$69,434,458TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$59,800,273TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,922,937ExcessRevenueOverExpensesAmt
Subtotal$61,723,210SubtotalAmt
Other Decreases-$6,241,528OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$67,964,738TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
publicly traded securities$16,486,258$15,315,007$1,171,251$1,171,251
Capital Gain Distribution$7,822$7,822$7,822
FieldValueIRS element (for citing)
Capital Gain Net Income$1,179,073CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,328,990AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$61,256,489NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000000.070670DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,925,908AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$62,044,421NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000000.079393DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,929,864AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$60,436,706NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000000.081571DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,690,893AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$65,636,953NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000000.086703DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,826,436AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$68,805,912NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000000.084679DistributionYr5Rt
Total Distribution000000.403016TotalDistributionRt
Average Distribution000000.080603AverageDistributionRt
Net Vl Noncharitable Assets$63,308,544NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,102,859AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$32,374NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,135,233AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,657,471QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$32,374InvestmentIncomeExciseTaxAmt
Subtotal$32,374SubtotalAmt
Tax Based On Investment Income$32,374TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$43,676EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$43,676TotalPaymentsAndCreditsAmt
Original Return Tax Paid$43,676OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$11,302OverpaymentAmt
Refund$11,302RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website Addresswww.bluecrossmn.com/foundationWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Corporate OfficesBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6516626828PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13535 Blue Cross RoadAddressLine1Txt
CityEaganCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551221154ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
MARK STEFFEN MD
3535 BLUE CROSS ROADST PAULMN55122BOARD CHAIR000.00$0
TOM VANDERHEYDEN
3535 BLUE CROSS ROADST PAULMN55122BOARD CHAIR000.00$0
CRAIG SAMITT
3535 BLUE CROSS ROADST PAULMN55122BOARD CHAIR000.00$0
BUKATA HAYES
3535 BLUE CROSS ROADST PAULMN55122VICE CHAIR000.00$2,000
FRANK FERNANDEZ
3535 BLUE CROSS ROADST PAULMN55122VICE CHAIR000.00$0
LAYLA NOURAEE
3535 BLUE CROSS ROADST PAULMN55122SECRETARY000.00$0
LAURA TONGUE
3535 BLUE CROSS ROADST PAULMN55122ASST SECRETARY000.00$0
JOHN ORNER
3535 BLUE CROSS ROADST PAULMN55122TREASURER000.00$0
DENISE BERGEVIN
3535 BLUE CROSS ROADST PAULMN55122TREASURER000.00$0
ROCHELLE MYERS
3535 BLUE CROSS ROADST PAULMN55122DIRECTOR000.00$0
JAN MALCOLM
3535 BLUE CROSS ROADST PAULMN55122DIRECTOR000.00$0
NANCY VYSKOCIL
3535 BLUE CROSS ROADST PAULMN55122DIRECTOR000.00$2,000
PAMELA MORET
3535 BLUE CROSS ROADST PAULMN55122DIRECTOR000.00$1,500
CAROLYN LINK
3535 BLUE CROSS ROADST PAULMN55122PRESIDENT040.00$236,512$58,728

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmt
CLAIRE CHANG
3535 BLUE CROSS ROADST PAULMN55122SENIOR PROGRAM OFFIC040.00$136,778$45,658
ALLISON CORRADO
3535 BLUE CROSS ROADST PAULMN55122SENIOR PROGRAM OFFIC040.00$104,940$42,221
JANET JABLONSKE
3535 BLUE CROSS ROADST PAULMN55122OPERATIONS MANAGER040.00$95,867$39,015
BILAL ALKATOUT
3535 BLUE CROSS ROADST PAULMN55122SENIOR PROGRAM OFFIC040.00$81,648$18,042

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Amherst H Wilder Foundation
451 Lexingtion Pkwy NSt PaulMN55104Consulting Service$241,233
Arcadia Research and Evaluation LLC
364 Warwick StSt PaulMN55105Consulting Service$80,722

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Funds were used for evaluation of a protfolio of grantees working on health equity projects funded by the Foundation. Grantee work in this focus area is amined at advancing community strategies that improve opportunities for people to reach their full health potential Funds supported evaluation, communication support, and grantee expenses related ot convenings.Description1Txt
Expenses1$241,233Expenses1Amt
Description2Funds supported evaluation for the Foundation's quality early education and care program that helps licensed faimly childcare providers improve the qual,ity of care provided to Minnesota children, giving them the best chance for a healthy future.Description2Txt
Expenses2$47,389Expenses2Amt
Description3The Foundation contracted for strategic advising around its charitable investments in early childhood education and development including planning and facilitating the Learn Together MN meetings and consultation and support on program planning.Description3Txt
Expenses3$13,875Expenses3Amt
Description4The Foundation provided communications training and support to early childhood grantees to support their effectiveness in strategic framing and communicating about early childhood development and related issues.Description4Txt
Expenses4$8,664Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Description2NoneDescription2Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$63,099,256AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,173,377AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$64,272,633TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$64,272,633AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$964,089CashDeemedCharitableAmt
Net Vl Noncharitable Assets$63,308,544NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,165,427MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,165,427MinimumInvestmentReturnAmt
Tax Based On Investment Income$32,374TaxBasedOnInvestmentIncomeAmt
Total Tax$32,374TotalTaxAmt
Distributable Before Adj$3,133,053DistributableBeforeAdjAmt
Distributable Before Ded$3,133,053DistributableBeforeDedAmt
Distributable As Adjusted$3,133,053DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,657,471ExpensesAndContributionsAmt
Qualifying Distributions$5,657,471QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$32,374PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,625,097AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,133,053DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,489,782ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,472,723ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,948,179ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,756,980ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,335,370ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,003,034TotalExcessDistributionCyovAmt
Qualifying Distributions$5,657,471QualifyingDistributionsAmt
Applied To Current Year$3,133,053AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,524,418RemainingDistriFromCorpusAmt
Total Corpus$12,527,452TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,489,782ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,037,670ExcessDistriCyovToNextYrAmt
Excess From Year4$2,472,723ExcessFromYear4Amt
Excess From Year3$1,948,179ExcessFromYear3Amt
Excess From Year2$1,756,980ExcessFromYear2Amt
Excess From Year1$1,335,370ExcessFromYear1Amt
Excess From Current Year$2,524,418ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNoneContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCarolyn LinkRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Advocates For Human Rights
330 Second Avenue South Suite 800MinneapolisMN55401PCPro Bono Engagement for Immigrant Defense Project$175,000
African Community Senior Services
3040 4th Ave South 5CMinneapolisMN55408PCOutreach application and enrollment assistance to low-income families and individuals$25,000
African Community Services in Minnesota
1305 East 24th StreetMinneapolisMN55404PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$50,000
Alliance for Metropolitan Stability
2525 E Franklin Avenue Suite 200MinneapolisMN55406PCGeneral operating support$100,000
Amherst H Wilder Foundation
451 Lexington Parkway NorthSt PaulMN55104PCMinnesota Compass$20,000
CARE Clinic
906 College AveRed WingMN55066PCCoordinated MNsure Enrollment Program to Decrease Barriers to Successful Health Insurance Enrollment$20,000
Casa de Esperanza
PO Box 40115St PaulMN55104PCBuilding Healthy Latin Families and Communities$100,000
Centro de Trabajadores Unidos en Lucha
3715 Chicago Avenue SouthMinneapolisMN55407PCWorker-Led Reform of the Twin Cities Construction Industry$100,000
Centro de Trabajadores Unidos en Lucha
3715 Chicago Avenue SouthMinneapolisMN55407PCCTUL Construction Campaign Supplemental Funding$24,500
Centro Tyrone Guzman
1915 Chicago AvenueMinneapolisMN55404PCWise Elders Microenterprise$37,468
Children's Defense Fund - Minnesota
555 Park Street Suite 410St PaulMN55103PCVoices and Choices for Children Coalition$80,000
Christian Cupboard Emergency Food Shelf
8264 4th Street NorthOakdaleMN55128PCGrant in honor of Rochelle Myers, Blue Cross Foundation board of directors$5,000
City of Saint Paul
15 West Kellogg Blvd Suite 310BSaint PaulMN55102GOVSaint Paul 3K$25,000
Coalition of Asian American Leaders
941 Lafond Avenue Suite 205St PaulMN55104PCPaths Forward on Safe Communities$100,000
Comunidades Latinas Unidas En Servicio
797 East 7th StreetSt PaulMN55106PCGrant provided in honor of Frank Fernandezs service on the Blue Cross Foundations board of directors$5,000
Comunidades Latinas Unidas En Servicio
797 East 7th StreetSt PaulMN55106PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$50,000
Council on American-Islamic Relations Minnesota
2511 East Franklin Avenue Suite 100MinneapolisMN55406PCEmpowering Somali/Muslim Community in Central Minnesota to Challenge Hate and Bigotry$25,000
I Am Resources
1099 South Snelling AvenueSt PaulMN55116PCGrant in honor of Shirley Hughes, Blue Cross Foundation board of directors$2,500
FrontStream
11480 Commerce Park Drive Suite 300RestonVA20191Expenditure Responsi2017 Community Giving Campaign Match$69,657
FrontStream
11480 Commerce Park Drive Suite 300RestonVA20191Expenditure Responsi2018 Community Giving Campaign Match$282,352
Grantmakers In Health
1100 Connecticut Avenue NW Suite 12WashingtonDC20036PC2019 GIH Funding Partner$5,100
Greater Minneapolis Community Connections
1100 East Lake StreetMinneapolisMN55407PC2019 Minnesota FoodShare$70,006
Greater Twin Cities United Way
404 South Eighth StreetMinneapolisMN55404PCStart Early Funders Coalition$22,500
Hispanic Outreach Program of Goodhue County
628 W 5th StRed WingMN55066PCMeet.Learn.Share$49,500
Hmong American Partnership
1075 Arcade StSt PaulMN55106PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$50,000
Hope Community Inc
611 East Franklin AvenueMinneapolisMN55082PCEngaging Community and Building Assets for Healing, Safety, and Sanctuary$100,000
Jewish Community Action
2375 University Avenue WestSt PaulMN55114PCBuilding a Shared Analysis to Combat Antisemitism and Strengthen Movements for Justice$90,000
Justus Health
2577 Territorial RoadSaint PaulMN55114PCExpanding Insurance Coverage for LGBTQ and HIV-positive Minnesotans$50,000
Lakes & Prairies Community Action Partnership Inc
715 11th Street N Suite 402MoorheadMN56560PCSomali Child Care Development$60,000
Liberty Community Church PCUSA
3700 Broadway Avenue NorthMinneapolisMN55412PCCapacity-building for Thriving, Healthy, and Connected Communities through Youth Participatory Action Research YPAR$100,000
Men As Peacemakers
123 W Superior StDuluthMN55802PCFiscal sponsor for Men and Masculine Folks Leadership Training Insitute$26,750
Mid-Minnesota Legal Assistance
111 N Fifth Street Suite 100MinneapolisMN55403PCOutreach, Application, and Enrollment Assistance for Low-Income Families and Individuals$100,000
Minnesota Council on Foundations
800 Washington Ave N Suite 703MinneapolisMN55401PC2019 Membership Contribution$7,600
Native American Community Clinic
1213 E Franklin AveMinneapolisMN55404PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$30,000
Navigate
1515 East Lake Street Suite 202MinneapolisMN55407PCFrom resilience to power a safe community is an organized one$100,000
Nexus Community Partners
2314 University Avenue West Suite 1St PaulMN55113PCBuilding Community Capacity$100,000
Northland Foundation
202 W Superior Street Suite 610DuluthMN55802PCPathways to Quality Early Care and Education$90,000
Northland Foundation
202 W Superior Street Suite 610DuluthMN55802PCEarly Care and Education Convening Support for the Minnesota Initiative Foundations$25,000
NorthPoint Health & Wellness Inc
1256 Penn Ave N MinneapolisMinneapolisMN55411PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$75,000
Northside Achievement Zone
2123 West Broadway Avenue Suite 100MinneapolisMN55411PCEarly Childhood Care and Education Health Equity in Action$85,000
Northwest Indian Community Development Center
1819 Bemidji Ave NBemidjiMN56601PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$100,000
Northwest Minnesota Foundation
201 3rd Street NWBemidjiMN56601PCStep Up-- Children Enter Kindergarten Ready to Learn$98,900
Open Door Health Center
309 Holly LaneMankatoMN56001PCOutreach Application and Enrollment Assistance for Low-Income Families and Individuals$75,000
OutFront Minnesota Community Services
310 East 38th Street Suite 209MinneapolisMN55409PCAnti-Violence Program$50,000
Partnership Academy
6500 Nicollet AveRichfieldMN55423PCFiscal sponsor for La Red Latina de Educacion Temprana$100,000
Portico Healthnet
2610 University Avenue West Suite 5St PaulMN55114PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$100,000
Project FINE
202 W 3rd StWinonaMN55987PCHealthy Connections Advancing Equity and Addressing Social Determinants of Health$100,000
Promise Neighborhood of Central Minnesota
PO Box 6082St CloudMN56302PCMpower Software Purchase and Training - Assistance Beyond the Grant$8,000
Red Lake Band of Chippewa Indians
15484 Migizi Drive PO Box 550Red LakeMN56671PCProtecting the Health and Safety of Elders$76,905
Regents of the University of Minnesota
200 Oak Street SE Suite 450MinneapolisMN55455PCDescribing Minnesotas Uninsured and the Communities in Which They Live Phase 3 - Data Refresh and Targeting$104,996
Regents of the University of Minnesota
200 Oak Street SE Suite 450MinneapolisMN55455PCNavigator Tool Data Refresh$25,000
Region Nine Area Inc
3 Civic Center Plaza Suite 301MankatoMN56001PCWelcoming Communities Project$100,000
Reviving the Islamic Sisterhood for Empowerment
1007 West Broadway AveMinneapolisMN55411PCHealthy, Safe, and Connected Communities for Muslim Women$75,000
Second Harvest Heartland
1140 Gervais AvenueSaint PaulMN55109PCGrant in honor of Shirley Hughes, Blue Cross Foundation board of directors$2,500
SEWA-AIFW
3702 E Lake StMinneapolisMN55406PCClosing the Gap to Toward Healthy Connections$75,000
Southern Minnesota Regional Legal Services Inc
55 E 5th Street Suite 800St PaulMN55101PCLawyers Advancing Wellness at Open Door$78,126
Southwest Initiative Foundation
3rd Avenue NWHutchinsonMN55350PCCommunity Solutions for SW MN Child Care$88,000
St Paul Youth Services
2100 Wilson AvenueSt PaulMN55119PCHow Black Youth Advance Health Equity and Build Youth Power at St. Paul Youth Services$100,000
Think Small
10 Yorkton CtSt PaulMN55117PCMinnesota Families Equitable Access to Early Childhood Care and Education$85,000
United Community Action Partnership
200 4th Street SW PO Box 1359WillmarMN56201PCCommunity Connectors$75,000
United Community Action Partnership
200 4th Street SW PO Box 1359WillmarMN56201PCPartners in Care$25,000
Voices for Racial Justice
2525 E Franklin Ave Suite 301MinneapolisMN55406PCGeneral operating support$100,000
Voices for Racial Justice
2525 E Franklin Ave Suite 301MinneapolisMN55406PCRedesign VRJ Website$25,000
West Bank CDC Inc
1808 Riverside Ave Suite 201MinneapolisMN55454PCIleys Dariis / Neighborhood Light$33,300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,233,660TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
African Community Senior Services
3040 4th Ave South 5CMinneapolisMN55408PCOutreach application and enrollment assistance to low-income families and individuals$25,000
African Community Services in Minnesota
1305 East 24th StreetMinneapolisMN55404PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$50,000
CARE Clinic
906 College AveRed WingMN55066PCCoordinated MNsure Enrollment Program to Decrease Barriers to Successful Health Insurance Enrollment$20,000
Comunidades Latinas Unidas En Servicio
797 East 7th StreetSt PaulMN55106PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$50,000
FrontStream
11480 Commerce Park Drive Suite 300RestonVA20191Expenditure Responsi2019 Community Giving Campaign$370,316
FrontStream
11480 Commerce Park Drive Suite 300RestonVA20191Expenditure Responsi2018 Community Giving Campaign$62,648
Hmong American Partnership
1075 Arcade StSt PaulMN55106PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$50,000
Immigrant Law Center of Minnesota
450 North Syndicate Street Suite 17St PaulMN55104PCImmigrant Law Center of Minnesota General Operating Support$200,000
Justus Health
2577 Territorial RoadSaint PaulMN55114PCExpanding Insurance Coverage for LGBTQ and HIV-positive Minnesotans$50,000
Native American Community Clinic
1213 E Franklin AveMinneapolisMN55404PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$30,000
NorthPoint Health & Wellness Inc
1256 Penn Ave N MinneapolisMinneapolisMN55411PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$75,000
Northwest Indian Community Development Center
1819 Bemidji Ave NBemidjiMN56601PCOutreach, Application and Enrollment Assistance for Low-Income Families and Individuals$100,000
Open Door Health Center
309 Holly LaneMankatoMN56001PCOutreach Application and Enrollment Assistance for Low-Income Families and Individuals$75,000
United Community Action Partnership
586 Fuller AvenueSt PaulMN55103PCPartners in Care Multi-cultural Childcare$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,232,964TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,817ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,230,856ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,748ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,179,073ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,441,494ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,441,494TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
BCBSM Inc
1b(6)$910,909BCBSM, Inc. employees performed personal services for reporting organisation
BCBSM Inc
1c$1Sharing of Facilties
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonAvailable Upon RequestContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 64560AddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55164ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNoneDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$64,230,728EOYBookValueAmt
EOYFMV$64,230,728EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSee statement 1 attachedDesc
BOY Book Value$116,288BOYBookValueAmt
EOY Book Value$103,901EOYBookValueAmt
EOYFMV$103,901EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUnrealized depreciation on investmentsDesc
Amt-$6,241,528Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOtherDesc
Revenue And Expenses Per Books$210,219RevenueAndExpensesPerBooksAmt
Net Investment Income$204,063NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,101DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMiscellaneous investment incomeDesc
Revenue And Expenses Per Books$3,748RevenueAndExpensesPerBooksAmt
Net Investment Income$3,748NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryProfessional feesCategoryTxt
Amt$433,701Amt
Disbursements Charitable Prps$433,701DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome taxCategoryTxt
Amt$112,100Amt