POINT32HEALTH FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- POINT32HEALTH FOUNDATION INC (EIN 26-1374263)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349307134
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T15:46:36-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261374263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS HEALTH PLAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UMESH KURPAD | InCareOfNm |
| Business Name Control | TUFT | BusinessNameControlTxt |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024721508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ED TEXERIA | PersonNm |
| Person Title | VP, CONTROLLER | PersonTitleTxt |
| Phone | 6179729400 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | eileen webb | PreparerPersonNm |
| PTIN | P01641852 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.186.87.208 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04750420203175000030 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A5F2FECDAE8DB169B1E75CE6C5EFBEE0D18B6ED7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A5F2FECDAE8DB169B1E75CE6C5EFBEE0D18B6ED7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NORA MORENO CARGIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Mount Auburn Street | AddressLine1Txt |
| City | Watertown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024721508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,282,851 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TUFTSHEALTHPLANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | The Foundation's mission is to improve the health and wellness of the health and wellness of the diverse communities we serve. See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,800,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,000,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,798,660 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,885,480 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,598,660 | PYTotalRevenueAmt |
| CY Total Revenue | $7,885,480 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,998,630 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,179,367 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $871,751 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $922,636 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $636,822 | PYOtherExpensesAmt |
| CY Other Expenses | $555,551 | CYOtherExpensesAmt |
| PY Total Expenses | $5,507,203 | PYTotalExpensesAmt |
| CY Total Expenses | $6,657,554 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,091,457 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,227,926 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,878,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,159,016 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $350,145 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $666,748 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,528,297 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $106,492,268 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,833,753 | ExpenseAmt |
| Grant | $1,515,345 | GrantAmt |
| Desc | Systems & Best Practices Grants (See Schedule O). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,210,122 | ExpenseAmt |
| Grant | $1,000,000 | GrantAmt |
| Desc | 40 year anniversary grants (See Schedule O). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,001,215 | ExpenseAmt |
| Grant | $827,367 | GrantAmt |
| Desc | Corporate Citizenship (See Schedule O). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,205,603 | ExpenseAmt |
| Grant | $1,836,655 | GrantAmt |
| Desc | Collaboration and community (See schedule O) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,205,603 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,836,655 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $6,250,693 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMESH KURPAD | PersonNm |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS CROSWELL | ||||||||
| FDN DIRECTOR/CEO TAHMO | 5.0 | 45.0 | Yes (X) | $0 | $2,439,193 | $245,158 | ||
| UMESH KURPAD | ||||||||
| CFO | 0.0 | 50.0 | $0 | $1,158,318 | $151,182 | Yes (X) | ||
| MARY MAHONEY | ||||||||
| CLERK | 0.0 | 50.0 | $0 | $822,715 | $108,430 | Yes (X) | ||
| LYDIA GREENE | ||||||||
| FDN DIR/SVP CHRO | 0.0 | 50.0 | Yes (X) | $0 | $679,226 | $70,833 | ||
| KRISTIN LEWIS | ||||||||
| FDN DRCTOR/SVP CHPAO(BEG 6/19) | 0.0 | 50.0 | Yes (X) | $0 | $575,201 | $166,619 | ||
| ROLAND PRICE | ||||||||
| TREASURER | 0.0 | 50.0 | $0 | $490,166 | $101,405 | Yes (X) | ||
| NORA MORENO CARGIE | ||||||||
| PRESIDENT/DIRECTOR | 50.0 | 0.0 | Yes (X) | $0 | $489,328 | $69,129 | Yes (X) | |
| STACEY MANN | ||||||||
| SR MANAGER, CORP CITIZENSHIP | 50.0 | 0.0 | $0 | $128,429 | $49,766 | Yes (X) | ||
| ALRIE DANIELCYK | ||||||||
| SENIOR COMMUNICATIONS OFFICER | 50.0 | 0.0 | $0 | $131,904 | $34,663 | Yes (X) | ||
| PHILLIP GONZALEZ | ||||||||
| SENIOR PROGRAM OFFICER | 50.0 | 0.0 | $0 | $143,467 | $22,491 | Yes (X) | ||
| THOMAS O'NEILL | ||||||||
| DIRECTOR | 3.0 | 4.0 | Yes (X) | $5,000 | $66,500 | $0 | ||
| CHARLOTTE GOLAR RICHIE | ||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $4,000 | $63,000 | $0 | ||
| SARAH SLATER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $4,000 | $0 | $0 | ||
| BENJAMIN PERKINS | ||||||||
| DIRECT0R (BEG 6/19) | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | ||
| JO ANN SIMONS | ||||||||
| DIRECTOR (BEG 6/19) | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | ||
| MARY SKELTON ROBERTS | ||||||||
| DIRECTOR (BEG 6/19) | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | ||
| VINCENT MOR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| GEORGE A RUSSELL | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| DAVID S GREEN | ||||||||
| DIRECTOR (END 6/19) | 0.5 | 0.0 | Yes (X) | $1,000 | $0 | $0 | ||
| JACKIE JENKINS-SCOTT | ||||||||
| DIRECTOR (END 6/19) | 0.5 | 0.0 | Yes (X) | $1,000 | $0 | $0 | ||
| YVONNE GOLDSBERRY | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN TOLMAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $29,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,187,447 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,019,676 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $5,000,000 | RelatedOrganizationsAmt |
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,819 | TotalRevenueColumnAmt |
| Exclusion | $289,819 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,993,032 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,397,371 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,595,661 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,595,661 | TotalRevenueColumnAmt |
| Exclusion | $2,595,661 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,885,480 | TotalRevenueColumnAmt |
| Exclusion | $2,885,480 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,179,367 | TotalAmt |
| Program Services | $5,179,367 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,000 | TotalAmt |
| Management And General | $29,000 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,261 | TotalAmt |
| Program Services | $682,261 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,375 | TotalAmt |
| Program Services | $211,375 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,993 | TotalAmt |
| Management And General | $34,993 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,723 | TotalAmt |
| Management And General | $176,723 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,611 | TotalAmt |
| Program Services | $102,889 | ProgramServicesAmt |
| Management And General | $25,722 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,678 | TotalAmt |
| Management And General | $15,678 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,283 | TotalAmt |
| Management And General | $8,283 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,692 | TotalAmt |
| Program Services | $12,692 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,327 | TotalAmt |
| Management And General | $22,327 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,185 | TotalAmt |
| Management And General | $36,185 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,945 | TotalAmt |
| Management And General | $38,945 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,477 | TotalAmt |
| Management And General | $3,477 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LICENSING FEES | $45,486 | $36,389 | $9,097 |
| OTHER EXPENSES | $32,151 | $25,721 | $6,430 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,657,554 | TotalAmt |
| Program Services | $6,250,693 | ProgramServicesAmt |
| Management And General | $406,860 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,133,931 | BOYAmt |
| EOY | $72,416 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,152 | BOYAmt |
| EOY | $5,602 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,521,910 | BOYAmt |
| EOY | $15,043,776 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,219,449 | BOYAmt |
| EOY | $92,037,222 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,878,442 | BOYAmt |
| EOY | $107,159,016 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,590 | BOYAmt |
| EOY | $583,702 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,555 | BOYAmt |
| EOY | $83,046 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,145 | BOYAmt |
| EOY | $666,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,528,297 | BOYAmt |
| EOY | $106,492,268 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,528,297 | BOYAmt |
| EOY | $106,492,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,878,442 | BOYAmt |
| EOY | $107,159,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,227,926 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,700,334 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $20,035,711 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042674079 | EIN |
| Organization Type | 5 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (true) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (true) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (true) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE A, PART IV, LINE 3B | FormAndLineReferenceDesc |
| Explanation | 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 ORGANIZATIONS 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. EMPLOYEES, FOUNDATION BOARD MEMBERS AND TAHMO BOARD MEMBERS; AND ENTERPRISE-WIDE WORKPLACE GIVING OPPORTUNITIES. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMINGLED FUNDS | Desc |
| Book Value | $92,037,222 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $92,037,222 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $83,046 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $83,046 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $20,409,092 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,700,334 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $12,700,334 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,708,758 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $176,723 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $176,723 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,885,480 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,480,831 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,480,831 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $176,723 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $176,723 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,657,554 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ASC 740 (FKA FIN 48) FOOTNOTE IN 2019, THE AUDITED FINANCIAL STATEMENTS FOR THE FOUNDATION DID NOT DISCLOSE AN ASC 740 FOOTNOTE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $11,414,021 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $11,414,021 | SubtotalSpentAmt |
| Total Spent | $11,414,021 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (149 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Agency on Aging of South Central CT | |||||||
| 117 Washington Ave | North Haven | CT | 06473 | 060915531 | 501(C)(3) | $10,000 | One-time, general operating grant to support nonpr |
| Alzheimer's Disease & RLTd Disorders Assoc | |||||||
| 245 Waterman ST | Providence | RI | 02906 | 133039601 | 501(C)(3) | $302,320 | RI Alzheimers Disease and Related Dementia Forums berkshires |
| Arc Massachusetts Inc | |||||||
| 217 SOUTH ST | WALTHAM | MA | 024532710 | 042223502 | 501(C)(3) | $5,530 | Expanding Knowledge about Intellectual and Develop |
| Belmont Day School Inc | |||||||
| 55 Day School Ln | Belmont | MA | 024782030 | 042108347 | 501(C)(3) | $10,000 | #GivingTuesday based program |
| BLACK HERITAGE TRAIL OF NEW HAMPSHIRE INC | |||||||
| 222 Court St | PORTSMOUTH | NH | 03802 | 813921917 | 501(C)(3) | $10,000 | #GivingTuesday programing |
| Blue Hills Community Hlth Network Alliance (CHNA) | |||||||
| 1120 HANCOCK ST | QUINCY | MA | 021694313 | 042468492 | 501(C)(3) | $54,010 | Blue Hills Regional Coordinating Council (BHRCC) implementation |
| Boston Foundation Inc | |||||||
| 75 Arlington St | BOSTON | MA | 021163936 | 042104021 | 501(C)(3) | $5,950 | Matching Gifts walking advocates |
| Brigham and Women's Hospital Inc | |||||||
| 116 Huntington AVE 5th FL | BOSTON | MA | 02116 | 042312909 | 501(C)(3) | $5,410 | #GivingTuesday |
| Cape Cod Foundation Inc | |||||||
| 259 WILLOW ST | YARMOUTH PORT | MA | 026751762 | 510140462 | 501(C)(3) | $41,520 | Healthy Aging-Cape Cod: A 2-Year Assessment and Pl nutrition |
| Center for Food Equity & Economic Dvlpmnt | |||||||
| 1718 CAPITOL AVE | BRIDGEPORT | CT | 066041531 | 060647008 | 501(C)(3) | $10,000 | Healthy Connections: A comprehensive program bring response |
| Center for Latino Progress - CPRF | |||||||
| 95 PARK STREET | HARTFORD | CT | 061062520 | 061385027 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr displacement |
| Center for Medicare Advocacy Inc | |||||||
| PO Box 350 | Willimantic | CT | 06226 | 061172509 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| Cheshire Medical Center | |||||||
| 580 COURT ST | KEENE | NH | 034311718 | 020354549 | 501(C)(3) | $40,000 | Promoting Age-Friendly Communities in Southwest Ne community BUILDING |
| Citizens' Housing and Planning Association | |||||||
| One Beacon St | BOSTON | MA | 02108 | 046138418 | 501(C)(3) | $40,500 | Great Neighborhoods Zoning Reform Implementation |
| Clinica EsperanzaHope Clinic | |||||||
| 60 Valley Street | Olneyville | RI | 02909 | 261714340 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr friendly BOSTON |
| Coastline Elderly Services Inc | |||||||
| 1646 PURCHASE ST | NEW BEDFORD | MA | 027406819 | 042622121 | 501(C)(3) | $80,000 | Age Friendly Greater New Bedford |
| Community Catalyst | |||||||
| One Federal St 5th Floor | Boston | MA | 02110 | 043355127 | 501(C)(3) | $75,000 | Community Catalyst's Center for Consumer Engagemen for health |
| COMMUNITY HEALTH CHARITIES | |||||||
| 1199 N FAIRFAX ST | ALEXANDRIA | VA | 223141452 | 850258784 | 501(C)(3) | $9,750 | #GivingTuesday |
| Community Servings | |||||||
| 179 Amory St | JAMAICA PLAIN | MA | 021304529 | 223154028 | 501(C)(3) | $6,180 | LifeSavor at home |
| COMMUNITY WORKS INC | |||||||
| 1359 Hancock St | Quincy | MA | 02169 | 042762623 | 501(C)(3) | $10,396 | #GivingTuesday friendly RI |
| Concord Area Trust for Community Housing | |||||||
| 105 LOUDON RD | CONCORD | NH | 033015601 | 020433505 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr for aging |
| Concord Community Television | |||||||
| 170 Warren Street | Concord | NH | 033012942 | 020503677 | 501(C)(3) | $10,000 | Let's Get Out and About |
| Connecticut Community Care Inc | |||||||
| 43 ENTERPRISE DRIVE | BRISTOL | CT | 060107457 | 061024632 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr community |
| CT Community for Addiction Recovery | |||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 061061903 | 061584908 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr alumni network |
| Connecticut Food Bank Inc | |||||||
| 2 Research Parkway | Wallingford | CT | 06492 | 061063025 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr project |
| Connecting for Children and Families | |||||||
| 46 HOPE ST | WOONSOCKET | RI | 028954210 | 050475365 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr housing |
| Coop Alliance for Seacoast TransporTATION | |||||||
| 42 SUMNER DR | DOVER | NH | 038205451 | 020362579 | 501(C)(3) | $18,550 | Alliance for Community Transportation |
| Cranston Senior Services | |||||||
| 1070 CRANSTON ST | CRANSTON | RI | 029207344 | 223158215 | 501(C)(3) | $10,000 | Making Cranston a Dementia Friendly Community |
| Cristo Rey Boston High School Inc | |||||||
| 100 Savin Hill Avenue | Boston | MA | 021251431 | 562438544 | 501(C)(3) | $27,000 | Student Internship Program 2019-2020 |
| Crossroads Rhode Island | |||||||
| 160 BROAD ST | PROVIDENCE | RI | 029034028 | 050259094 | 501(C)(3) | $30,000 | One-time, general operating grant to support nonpr conversations |
| Dana-Farber Cancer Institute & Jimmy Fund | |||||||
| 10 Brookline Pl W | Brookline | MA | 024457226 | 042263040 | 501(C)(3) | $6,425 | Matching Gifts Cape Cod |
| DIMOCK COMMUNITY FOUNDATION INC | |||||||
| 55 Dimock Street | Roxbury | MA | 021191029 | 043487827 | 501(C)(3) | $5,625 | #GivingTuesday |
| Dorchester Neighbors | |||||||
| 44 PERCIVAL ST | BOSTON | MA | 021221736 | 831773275 | 501(C)(3) | $10,000 | Establish Communication and Outreach to Create a V in health |
| Eastern CT Area Agency on Aging Inc | |||||||
| 19 OHIO AVENUE | NORWICH | CT | 063601594 | 060916608 | 501(C)(3) | $10,000 | One-time, general operating grant to support nonpr and transition |
| Elder Services of the Merrimack Valley Inc | |||||||
| 280 Merrimack St | Lawrence | MA | 01843 | 042545136 | 501(C)(3) | $243,171 | Promoting Age Friendly Communites community |
| End Hunger Connecticut | |||||||
| 65 HUNGERFORD ST | HARTFORD | CT | 061061425 | 061545835 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| ENLACE DE FAMILIAS DE HOLYOKE | |||||||
| 299 MAIN ST | HOLYOKE | MA | 010405704 | 043470427 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr Northern, NH PTNR |
| Families in Transition- New Horizons | |||||||
| 122 MARKET ST | MANCHESTER | NH | 031011952 | 020475414 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr transit |
| Family & Children's Service of Greater Lynn | |||||||
| 111 North Common Street | Lynn | MA | 01902 | 042235959 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr Lawrence |
| Family Service of Rhode Island | |||||||
| 55 Hope Street | Providence | RI | 02906 | 050258858 | 501(C)(3) | $10,000 | Aging Creatively: Building Community and Fighting oral care |
| Friendly House Inc | |||||||
| 36 WALL ST | WORCESTER | MA | 016043740 | 042104239 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr network |
| Friends Forever Inc | |||||||
| 1 MORGAN WAY | DURHAM | NH | 038243310 | 020482213 | 501(C)(3) | $10,000 | Elder & Youth Collaborative Program Design access project |
| Friends of 2Life Communities Inc | |||||||
| 30 Wallingford Road | Brighton | MA | 021354708 | 042607197 | 501(C)(3) | $15,370 | #GivingTuesday Kick-Off 2Life Communities Network |
| Friends of TJ2 Robotics Inc | |||||||
| PO Box 834 | Bridgewater | MA | 023240834 | 474739521 | 501(C)(3) | $5,500 | Volunteer Service Match |
| FRIENDS WAY | |||||||
| 765 West Shore Road | Warwick | RI | 02889 | 050504841 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr knowledge |
| Gibson Center for Senior Services | |||||||
| PO BOX 655 | N CONWAY | NH | 038600655 | 020351152 | 501(C)(3) | $10,000 | MWV Age-Friendly Community - Directory of Volunte Monadnock region |
| Grafton County Senior Citizens Council Inc | |||||||
| PO BOX 433 | LEBANON | NH | 037660433 | 237248316 | 501(C)(3) | $10,000 | Experience/Arts in Underserved Communities healthY aging |
| Granite State Organizing Project | |||||||
| 383 BEECH ST | MANCHESTER | NH | 031035350 | 470873896 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr Solider |
| Granite United Way | |||||||
| 22 CONCORD ST | MANCHESTER | NH | 031011817 | 026006033 | 501(C)(3) | $10,000 | Census efforts in NH care access |
| Grantmakers In Aging Inc | |||||||
| 2001 JFFRSN DVS HWY | ARLNGTN | VA | 222023603 | 134014982 | 501(C)(3) | $10,000 | #GivingTuesday initiative |
| GRTR Boston Chinese Golden Age CTR | |||||||
| 75 KNEELAND ST | BOSTON | MA | 021111906 | 237181452 | 501(C)(3) | $10,000 | Memory Cafe for Asian Seniors PROGRAM |
| GreenRoots | |||||||
| 227 MARGINAL ST FL1 | CHELSEA | MA | 021503538 | 812718273 | 501(C)(3) | $65,000 | A Diverse, Intergenerational Model for Equitable P implementation |
| Groundwork Lawrence Inc | |||||||
| 50 ISLAND STREET | LAWRENCE | MA | 018401868 | 043546770 | 501(C)(3) | $106,082 | Age-Friendly Lawrence healthy elders |
| Growing Places | |||||||
| 325 LINDELL AVE | LEOMINSTER | MA | 014535414 | 100004885 | 501(C)(3) | $20,639 | Winchendon Community Food Project for Healthy Agin |
| Health Care For All Inc | |||||||
| One Federal ST 5th FL | Boston | MA | 02110 | 043071598 | 501(C)(3) | $57,500 | Together For The People assessment |
| Health Equity Solutions | |||||||
| 175 MAIN ST 3RD FL | HARTFORD | CT | 061061818 | 465011055 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| Health Imperatives Inc | |||||||
| 942 West Chestnut Street | Brockton | MA | 02301 | 042609177 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr to seniors |
| Healthcentric Advisors | |||||||
| 235 PROMENADE ST | PROVIDENCE | RI | 029085763 | 050487616 | 501(C)(3) | $9,993 | Self-Measured Blood Pressure Monitoring Project to friendly villages |
| Healthy Waltham Inc | |||||||
| 510 MOODY ST | WALTHAM | MA | 024530518 | 461174988 | 501(C)(3) | $20,000 | Broadening Waltham Connections for Healthy Aging course |
| Hispanic Alliance of Southeastern CT | |||||||
| PO BOX 227 | NEW LONDON | CT | 063206397 | 020573328 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr model |
| HomeStart Inc | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 021111726 | 043311270 | 501(C)(3) | $13,990 | #GivingTuesday |
| Honoring Choices Massachusetts | |||||||
| 426 North Ave | Weston | MA | 02493 | 462165454 | 501(C)(3) | $25,000 | Honoring Choices Growth and Sustainability Plan infrastructure |
| Hope Hospice & Palliative Care Rhode Island | |||||||
| 1085 N MAIN ST | PROVIDENCE | RI | 029045719 | 510192422 | 501(C)(3) | $7,000 | #GivingTuesday support fund |
| Hope's Harvest RI | |||||||
| 1005 MAIN ST | PAWTUCKET | RI | 028607813 | 204625643 | 501(C)(3) | $9,022 | Hope?s Harvest RI ? Sharing the Bounty with Aging |
| Horace Mann Educational Associates | |||||||
| 8 FORGE PARK EAST | FRANKLIN | MA | 020383157 | 042300014 | 501(C)(3) | $34,991 | Smart Data for Better Health Care friendly communities |
| JDRF - Greater CT Western MA Chapter | |||||||
| 20 Batterson Park RD | Farmington | CT | 06032 | 231907729 | 501(C)(3) | $30,000 | #GivingTuesday |
| Jewish Family & Children's Service | |||||||
| 1430 MAIN ST | WALTHAM | MA | 024511623 | 042104356 | 501(C)(3) | $28,814 | Building Cultural/Linguistic Capacity in Dementia Workplace match |
| Leukemia & Lymphoma Society | |||||||
| 3 INTERNATL Dr Ste 200 | Rye Brook | NY | 10573 | 135644916 | 501(C)(3) | $9,720 | #GivingTuesday |
| LivableStreets Transportation Alliance | |||||||
| 70 PACIFIC ST | CAMBRIDGE | MA | 021394204 | 300331222 | 501(C)(3) | $30,000 | Better Buses and Safer Streets for Older Adults on |
| LiveWell Alliance Inc | |||||||
| 1261 S MAIN ST | PLANTSVILLE | CT | 064791750 | 223068632 | 501(C)(3) | $10,000 | Increase the number of community-based Memory Caf Workplace match- LifeSavor |
| LMW Healthcare Inc | |||||||
| 25 WELLS ST | WESTERLY | RI | 028912922 | 460543230 | 501(C)(3) | $10,000 | Age Friendly Westerly Action Team GIVING |
| Local Initiatives Support Corporation | |||||||
| 146 Clifford Street | Providence | RI | 02903 | 133030229 | 501(C)(3) | $60,000 | Intergenerational Farmer's Market Project workplace match |
| Lynn Shelter Association | |||||||
| 91 Liberty Street | Lynn | MA | 01901 | 222603594 | 501(C)(3) | $10,000 | Art Therapy for Older Homeless Adults in Emergency program 18-19 |
| MAB Community Services Inc | |||||||
| 200 IVY ST | BROOKLINE | MA | 024463907 | 042109859 | 501(C)(3) | $40,000 | Ensuring Access for Seniors with Vision Loss and O |
| Manchester Community Health Center | |||||||
| 145 HOLLIS ST | MANCHESTER | NH | 031011235 | 020458174 | 501(C)(3) | $10,000 | Integrated Geriatric Care Program to Stay Healthy |
| Massachusetts Association for Mental Health Inc | |||||||
| 50 Federal St 6th FL | Boston | MA | 02110 | 042104711 | 501(C)(3) | $90,000 | Public Education and Systems Orientation for Commu |
| MA Assoc of Councils on Aging | |||||||
| 116 PLEASANT ST | EASTHAMPTON | MA | 010272781 | 045665057 | 501(C)(3) | $103,410 | Dementia Friendly Massachusetts - Scale and Sustai |
| MA Immigrant & Refugee Advocacy CoaliTION | |||||||
| 105 Chauncy St STE 901 | Boston | MA | 02111 | 223115048 | 501(C)(3) | $53,200 | Give Liberty A Hand |
| Massachusetts Law Reform Institute | |||||||
| 40 COURT STREET SUITE 800 | BOSTON | MA | 02108 | 046004303 | 501(C)(3) | $60,000 | Older Adult Nutrition Access Project workplace match |
| Massachusetts Public Health Association | |||||||
| 14 Beacon St | Boston | MA | 02108 | 042326503 | 501(C)(3) | $67,500 | Annual Conference |
| Massachusetts Senior Action Council | |||||||
| 108 Myrtle ST | Quincy | MA | 02171 | 042760902 | 501(C)(3) | $80,000 | Senior Power Up for Health and Economic Security workplace match |
| MA Society for the Prevention of CrueltY | |||||||
| 3815 WSHNGTN ST | JAMAICA PLN | MA | 021303760 | 042103596 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr Achievers lunch |
| Meals on Wheels of Rhode Island Inc | |||||||
| 70 BATH STREET | PROVIDENCE | RI | 029080000 | 050340723 | 501(C)(3) | $10,000 | Seniors Serving Seniors: Promoting volunteerism am info series |
| Minuteman Senior Services | |||||||
| 26 Crosby Street | Bedford | MA | 018034414 | 042587212 | 501(C)(3) | $10,000 | Change of Condition Report Project evaluation |
| Montachusett Enterprise Center Inc | |||||||
| 464 ABBOTT AVE | LEOMINSTER | MA | 014535446 | 432020718 | 501(C)(3) | $10,000 | Becoming an Age-Friendly Montachusett Region |
| MWVADC Memorial Elder Health Services Memorial Ho | |||||||
| 3073 WHITE MT HWY | N CONWAY | NH | 038607101 | 020222156 | 501(C)(3) | $10,000 | Dementia Destigmatized: Launching a Dementia-Frien |
| Nashua Children's Home | |||||||
| 87 PALM ST | NASHUA | NH | 030603828 | 020466392 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| Naugatuck Valley Project Inc | |||||||
| 16 CHURCH ST | WATERBURY | CT | 067022103 | 222726260 | 501(C)(3) | $10,000 | Naugatuck Valley Intergenerational Housing Project |
| New Britain ROOTS Inc | |||||||
| PO BOX 853 | NEW BRITAIN | CT | 060500853 | 464350118 | 501(C)(3) | $9,350 | Food is Love Project |
| New Futures | |||||||
| 10 FERRY ST STE 307 | CONCORD | NH | 033015081 | 020525391 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| New Hampshire Catholic Charities | |||||||
| 700 E INDUSTRL PRK DR | MANCHESTER | NH | 03109 | 020222163 | 501(C)(3) | $25,120 | One-time, general operating grant to support nonpr |
| New Hampshire Legal Assistance | |||||||
| 117 N STATE ST | CONCORD | NH | 033014407 | 020300897 | 501(C)(3) | $60,000 | New Hampshire Alliance for Healthy Aging Advocacy |
| Newtown Housing for the Elderly | |||||||
| 3 NUNNAWAUK RD | NEWTON | CT | 064700000 | 060937573 | 501(C)(3) | $10,000 | Gracefully Growing into the Future- Mind over Matt |
| North Central Area Agency on Aging | |||||||
| 151 NEW PARK AVE | HARTFORD | CT | 061062172 | 223059029 | 501(C)(3) | $10,000 | One-time, general operating grant to support nonpr |
| North Country Health Consortium | |||||||
| 262 COTTAGE ST | LITTLETON | NH | 035614143 | 020503184 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| Old Colony Young Mens Christian Association | |||||||
| 320 MAIN STREET | BROCKTON | MA | 023015340 | 042125014 | 501(C)(3) | $60,000 | Healthy for Life |
| Operation ABLE of Greater Boston Inc | |||||||
| 174 PORTLAND STREET | BOSTON | MA | 02114 | 042761871 | 501(C)(3) | $28,500 | One-time, general operating grant to support nonpr |
| Our Neighbors' Table | |||||||
| PO BOX 592 | AMESBURY | MA | 019130013 | 043153941 | 501(C)(3) | $10,000 | Using SNAP to increase Senior Food Security |
| Partners for a Healthier Community | |||||||
| 280 CHESTNUT STREET | SPRINGFIELD | MA | 01101 | 043342182 | 501(C)(3) | $99,499 | LiveWell Springfield (LWS) Coalition Age Friendly |
| Progreso Latino Inc | |||||||
| 626 BROAD ST | CENTRAL FALLS | RI | 028632835 | 050380608 | 501(C)(3) | $10,000 | Siempre Contigo-Creating a Dementia Friendly Centr |
| Project Citizenship | |||||||
| 4 FANEUILS MRKET | BOSTON | MA | 021090000 | 371769643 | 501(C)(3) | $10,000 | Citizenship Services for Older Clients |
| Rhode Island College Foundation | |||||||
| 600 MT PLEASANT AVE | PROV | RI | 029081940 | 056049721 | 501(C)(3) | $130,000 | Age-Friendly Rhode Island: 2020, 2021 |
| Rhode Island Community Food Bank | |||||||
| 200 NIANTIC AVE | PROVIDENCE | RI | 029073150 | 050395601 | 501(C)(3) | $37,500 | One-time, general operating grant to support nonpr |
| Rhode Island for Community and Justice | |||||||
| 217 N MAIN ST | PROVIDENCE | RI | 02903 | 753180937 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| Rhode Island Free Clinic Inc | |||||||
| 655 BROAD ST | Providence | RI | 029071444 | 050501276 | 501(C)(3) | $25,400 | One-time, general operating grant to support nonpr |
| RHODE ISLAND KIDS COUNT INC | |||||||
| 1 UNION STATION | PROVIDENCE | RI | 029031758 | 061485449 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| Rhode Island Parent Information Network Inc | |||||||
| 1210 PONTIAC AVE | CRANSTON | RI | 029204490 | 050457336 | 501(C)(3) | $85,000 | Piloting a Sustainable Payment Model for Rhode Isl |
| Rhode Island Public Health Foundation | |||||||
| 121 S MAIN ST STE 810 | PROVIDENCE | RI | 02912 | 050474726 | 501(C)(3) | $95,000 | Food on the Move ? Improving Sustainability |
| Rosie's Place Inc | |||||||
| 889 HARRISON AVE | BOSTON | MA | 021184004 | 042582187 | 501(C)(3) | $7,800 | #GivingTuesday |
| SAGE-RI | |||||||
| 1 VIRGINIA AVE | PROVIDENCE | RI | 02905 | 061492199 | 501(C)(3) | $9,985 | Building Community with LGBT Seniors: An initiati |
| Saint Elizabeth Community | |||||||
| ONE SAINT ELIZABETH WAY | E GRNWICH | RI | 02874 | 050258998 | 501(C)(3) | $50,000 | Support and Services at Home (SASH) |
| Saint Francis House Inc | |||||||
| 39 BOYLSTON ST | BOSTON | MA | 021164702 | 222519129 | 501(C)(3) | $26,250 | One-time, general operating grant to support nonpr |
| Seacoast Family Promise | |||||||
| 27 HAMPTON RD | EXETER | NH | 038334842 | 020529881 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| Seacoast Village Project | |||||||
| PO BOX 182 | NEW CASTLE | NH | 038540182 | 832155780 | 501(C)(3) | $10,000 | Build an engaged and sustainable volunteer base |
| SeniorCare Inc | |||||||
| 5 BLACKBURN CTR | GLOUCESTER | MA | 019302259 | 045665119 | 501(C)(3) | $61,397 | Age and Dementia Friendly Cape Ann (ADFCA) |
| Sojourner House | |||||||
| 386 SMITH ST | PROVIDENCE | RI | 029083727 | 050370419 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| Southern District YMCACamp Lincoln Inc | |||||||
| 56 LINDEN ST | EXETER | NH | 03833 | 043383996 | 501(C)(3) | $10,000 | Senior Prescribe the Y |
| Southwest Boston Senior Services Inc | |||||||
| 555 AMORY ST | JAMAICA PLAIN | MA | 021302652 | 237304163 | 501(C)(3) | $41,450 | AgeWell Equality |
| Southwestern Connecticut Agency on Aging | |||||||
| 1000 LAYFAYETTE | BRDGEPRT | CT | 066044715 | 060916407 | 501(C)(3) | $10,000 | One-time, general operating grant to support nonpr |
| Springfield Day Nursery | |||||||
| 1095 MAIN ST | SPRINGFIELD | MA | 011032115 | 042103855 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| Sustainable SNHPC Foundation | |||||||
| 438 DUBUQUE ST | MANCHESTER | NH | 031023546 | 800449214 | 501(C)(3) | $23,800 | SNHPC Becoming Age-Friendly Communities Phase III |
| TransporT Assistance for Seacoast CitizENS | |||||||
| 200 HIGH ST | HAMPTON | NH | 038422286 | 262869209 | 501(C)(3) | $8,050 | Peer Mentoring |
| The Children's Community Programs of CT | |||||||
| 446 A BLAKE ST STE 100 | NEW HAVEN | CT | 06515 | 061579606 | 501(C)(3) | $10,000 | Needs Assessment: Support for Grandparents and Ot |
| The GraniteYMCA | |||||||
| 117 MARKET ST | MANCHESTER | CT | 031011933 | 020222248 | 501(C)(3) | $10,000 | Increasing Access to Critical Health and Wellness |
| The Greater Boston Food Bank Inc | |||||||
| 70 S BAY AVE | BOSTON | MA | 021182700 | 042717782 | 501(C)(3) | $8,782 | #GivingTuesday Greater Boston Food Bank |
| The Latino Health Insurance Program Inc | |||||||
| 88 WAVERLY ST 1ST FL | BOSTON | MA | 021182700 | 300614874 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| The Open DoorCape Ann Food Pantry Inc | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | 222513482 | 501(C)(3) | $60,000 | MTGS (Medically Tailored Groceries for Seniors Pro |
| The Providence Village of Rhode Island | |||||||
| 276 ANGELL ST | PROVIDENCE | RI | 02906 | 473675451 | 501(C)(3) | $10,000 | Developing New Villages in Rhode Island |
| The Senior Agenda Coalition of Rhode Island | |||||||
| 70 BATH ST | Providence | RI | 029084849 | 743261256 | 501(C)(3) | $60,000 | Senior Voices for Aging in Community-Years 4&5 |
| The Towers Foundation | |||||||
| 18 TOWER LANE | NEW HAVEN | CT | 065191764 | 061331831 | 501(C)(3) | $10,000 | Klaatch: Reducing Loneliness by Turning Neighbors |
| The Trust for Public Land | |||||||
| 101 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | 237222333 | 501(C)(3) | $6,750 | #GivingTuesday Trust for Public Land |
| TLC Family Resource Center | |||||||
| 109 PLEASANT ST | CLAREMONT | NH | 037432631 | 522439830 | 501(C)(3) | $25,000 | One-time, general operating grant to support nonpr |
| Tri-County Community Action Program Inc | |||||||
| 610 SULLIVAN ST | BERLIN | NH | 03570 | 020267404 | 501(C)(3) | $10,000 | Age Friendly Health and Art Classes |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 016102322 | 042103558 | 501(C)(3) | $5,040 | #GivingTuesday |
| Union Chapel EdU & Cultural Institute | |||||||
| 9 HUBBARD ROAD | NEWTON | MA | 024582107 | 833631791 | 501(C)(3) | $20,000 | #GivingTuesday |
| United Way of Massachusetts Bay Inc | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | 042382233 | 501(C)(3) | $38,928 | #GivingTuesday |
| United Way of Western Connecticut Inc | |||||||
| 301 MAIN ST | DANBURY | CT | 068105861 | 060646577 | 501(C)(3) | $10,000 | Age Well CT Ambassador Program |
| University of Massachusetts Foundation | |||||||
| 225 FRANKLIN ST | Boston | MA | 022102804 | 046013152 | 501(C)(3) | $299,360 | Age-Friendly Boston Initiative: Continuation of Ph |
| University System of NH | |||||||
| 5 CHENELL DR STE 301 | CONCORD | NH | 033018522 | 026000937 | 501(C)(3) | $75,000 | Strengthening the NH Alliance for Healthy Aging Co |
| Urban League of Eastern Massachusetts | |||||||
| 88 WARREN ST | BOSTON | MA | 021193208 | 237349132 | 501(C)(3) | $17,750 | Workforce Development Programs |
| WalkBoston | |||||||
| 45 SCHOOL ST | BOSTON | MA | 021083206 | 223061699 | 501(C)(3) | $70,000 | Walk with Us: A Celebration of Leadership |
| Watertown for All Ages | |||||||
| 139 RUSSELL AVE | WATERTOWN | MA | 024723453 | 462378728 | 501(C)(3) | $10,000 | Watertown for All Ages ? Transportation Initiative |
| Way Finders Inc | |||||||
| 120 MAPLE ST | SPRINGFIELD | MA | 011032203 | 042518368 | 501(C)(3) | $70,000 | Flexing Civic Muscle for Equitable Infrastructure |
| Western Connecticut Area Agency on Aging | |||||||
| 84 PROGRESS LANE | WATERBURY | CT | 067053863 | 061182488 | 501(C)(3) | $20,000 | One-time, general operating grant to support nonpr |
| WestMass ElderCare | |||||||
| 4 VALLEY MILL RD | HOLYOKE | MA | 01040 | 042545848 | 501(C)(3) | $9,850 | Cuidadores Unidos (Caregivers United) |
| YMCA of Greater Boston | |||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 021155019 | 042103551 | 501(C)(3) | $6,250 | #GivingTuesday |
| YMCA of Martha's Vineyard | |||||||
| 111R EDGRTWN VNYRD | VNYRD HVN | MA | 025685699 | 043293959 | 501(C)(3) | $10,000 | Exercise Your Heart in More Ways than One |
| Yoga4Change Inc | |||||||
| 415 BROOKSVALE AVE | HAMDEN | CT | 065181222 | 471037229 | 501(C)(3) | $9,880 | Evidence-based Senior Yoga Curriculum Design |
| YWCA Boston | |||||||
| 140 Clarendon St | Boston | MA | 02116 | 042103548 | 501(C)(3) | $5,400 | Academy of Women Achiever's Awards |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 149 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule I | FormAndLineReferenceDesc |
| Explanation | DESC OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS. TUFTS HEALTH PLAN FOUNDATION INVESTS IN COMMUNITIES 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 501C3 STATUS AND EVALUATES EACH ORGANIZATIONS 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). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS CROSWELL | ||||||||||||||
| FDN DIRECTOR/CEO TAHMO | $0 | $1,113,102 | $0 | $1,162,696 | $0 | $163,395 | $0 | $238,342 | $0 | $6,816 | $0 | $2,684,351 | $0 | $159,251 |
| UMESH KURPAD | ||||||||||||||
| CFO | $0 | $550,755 | $0 | $528,691 | $0 | $78,872 | $0 | $136,853 | $0 | $14,329 | $0 | $1,309,500 | $0 | $81,531 |
| MARY MAHONEY | ||||||||||||||
| CLERK | $0 | $422,363 | $0 | $343,914 | $0 | $56,438 | $0 | $108,315 | $0 | $115 | $0 | $931,145 | $0 | $53,414 |
| LYDIA GREENE | ||||||||||||||
| FDN DIR/SVP CHRO | $0 | $344,863 | $0 | $289,667 | $0 | $44,696 | $0 | $63,616 | $0 | $7,217 | $0 | $750,059 | $0 | $0 |
| KRISTIN LEWIS | ||||||||||||||
| FDN DRCTOR/SVP CHPAO(BEG 6/19) | $0 | $297,341 | $0 | $249,751 | $0 | $28,109 | $0 | $146,268 | $0 | $20,351 | $0 | $741,820 | $0 | $0 |
| ROLAND PRICE | ||||||||||||||
| TREASURER | $0 | $272,218 | $0 | $179,653 | $0 | $38,295 | $0 | $83,715 | $0 | $17,690 | $0 | $591,571 | $0 | $31,995 |
| NORA MORENO CARGIE | ||||||||||||||
| PRESIDENT/DIRECTOR | $0 | $279,819 | $0 | $184,669 | $0 | $24,840 | $0 | $54,849 | $0 | $14,280 | $0 | $558,457 | $0 | $33,260 |
| PHILLIP GONZALEZ | ||||||||||||||
| SENIOR PROGRAM OFFICER | $0 | $134,926 | $0 | $9,869 | $0 | -$1,328 | $0 | $21,466 | $0 | $1,025 | $0 | $165,958 | $0 | $0 |
| ALRIE DANIELCYK | ||||||||||||||
| SENIOR COMMUNICATIONS OFFICER | $0 | $122,553 | $0 | $8,974 | $0 | $377 | $0 | $34,207 | $0 | $456 | $0 | $166,567 | $0 | $0 |
| STACEY MANN | ||||||||||||||
| SR MANAGER, CORP CITIZENSHIP | $0 | $131,485 | $0 | $10,747 | $0 | -$13,803 | $0 | $28,956 | $0 | $20,810 | $0 | $178,195 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2019, THE FOUNDATION MADE 134 GRANTS TOTALING MORE THAN $4.3 MILLION TO NONPROFIT ORGANIZATIONS WORKING TO IMPROVE HEALTHY LIVING WITH A FOCUS ON OLDER PEOPLE. |
| FORM 990, PART III, LINE 4A | 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 PRIORITIZED. FORM 990, PART III, LINE 4B 40 YEAR ANNIVERSARY GRANTS ONE-TIME, GENERAL OPERATING GRANTS TO SUPPORT NONPROFIT ORGANIZATIONS FOCUSED ON HEALTH EQUITY AND THE SOCIAL DETERMINANTS OF HEALTH. THESE GRANTS WERE IN RECOGNITION OF TUFTS HEALTH PLANS 40TH ANNIVERSARY AND ITS LONGSTANDING COMMITMENT TO COMMUNITY. FORM 990, PART III, LINE 4C CORPORATE CITIZENSHIP (WORKPLACE GIVING/SPONSORSHIPS) IN 2019, 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. 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 ALSO SUPPORTS A COMPANY-WIDE VOLUNTEER DAY, VOLUNTEER SERVICE OPPORTUNITIES THROUGHOUT THE YEAR, AND SCHOOL, FOOD AND CLOTHING 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: COMMUNITIES OFTEN FIND IT CHALLENGING TO SECURE RESOURCES TO SUPPORT EARLY-STAGE INITIATIVES AND PROMISING EFFORTS. THE FOUNDATION CREATED THE MOMENTUM FUND TO ADDRESS THIS GAP. THE MOMENTUM FUND OFFERS SMALLER GRANTS THAT ENERGIZE INNOVATION TO SUPPORT COMMUNITIES PURSUING AND/OR ADVANCING AGE- OR DEMENTIA-FRIENDLY EFFORTS. 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. 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. |
| FORM 990, PART VI, LINE 2 | THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TUFTS ASSOCIATED HEALTH PLANS, INC: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TOTAL HEALTH 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 BROKERAGE 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 2020, 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 IS COMPENSATED SOLELY FOR HIS/HER DUTIES PERFORMED IN THE CAPACITY AS AN EXECUTIVE OF TAHMO AND TAHP. A PORTION OF HIS/HER 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 TUFTS HEALTH PLAN, INC. (TUFTS HP OR THE "COMPANY") REVIEWS AND ADMINISTERS TOTAL REMUNERATION OPPORTUNITIES, POLICIES, PROGRAMS, AND MAJOR CHANGES IN TUFTS HP'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 PROVIDE 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, & FIN STMTS TO GEN PUBLIC THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE AT ITS HEADQUARTERS IN WATERTOWN, 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 2019. IN LIEU OF COMPENSATION, TUFTS HEALTH PLAN FOUNDATION DONATED AN AMOUNT EQUIVALENT TO THE COMPENSATION HE WOULD HAVE OTHERWISE RECEIVED TO A DESIGNATED CHARITY. |
| FORM 990, PART XI, LINE 9 | CUMMULATIVE CHANGE IN ACCOUNTING PRINCIPLE $20,035,710 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Tufts Assoc Health Maintenance Org Inc | ||||||||||
| 705 Mount Auburn Street | Watertown | MA | 02472 | 042674079 | HMO | MA | 501(c)(4) | N/A | THPI | false |
| Tufts Health Public Plans Inc | ||||||||||
| 705 Mount Auburn Street | Watertown | MA | 02472 | 800721489 | HMO | MA | 501(c)(4) | N/A | THPI | false |
| Tufts Health Plan Inc | ||||||||||
| 705 Mount Aubrun Street | Watertown | MA | 02472 | 814089215 | Health Plan | MA | 501(c)(4) | N/A | NA | false |
| Carepartners of Connecticut Inc | ||||||||||
| 705 Mount Auburn Street | Watertown | MA | 02472 | 822604728 | HMO | CT | 501(c)(4) | N/A | TAHMO | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carepartners of CT Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Auburn Street | AddressLine1Txt |
| City | Watertown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823129930 | EIN |
| Primary Activities | Holding Compa | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Tufts Associated Health Plans Inc | |||||||||
| 705 Auburn Street | Watertown | MA | 02472 | 042985923 | Management SERVIC | MA | TAHMO | C Corp | Yes (true) |
| Intergra Partners Holdings Inc | |||||||||
| 100 Wall Street Suite 502 | New York | NY | 10005 | 453032233 | MED EQOT & SPPLS | NY | TAHMO | C Corp | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Tufts Associated Health Maintenance Org | ||
| c | $5,000,000 | Accrual |
| Tufts Associated Health Maintenance Org | ||
| q | $832,000 | Accrual |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART V, LINE 1P | FormAndLineReferenceDesc |
| Explanation | REIMBURSEMENT PAID TO OTHER ORGANIZATION THE FOUNDATION REIMBURSES TAHMO FOR ALL PAYMENTS DIRECTLY RELATED TO THE FOUNDATION. | ExplanationTxt |
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