CAMBIA HEALTH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CAMBIA HEALTH FOUNDATION (EIN 32-0200578)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201943169349100744
- Schema version
- 2018v3.1
- 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-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T15:39:49-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320200578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cambia Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CAMBIA HEALTH SOLUTIONS INC | InCareOfNm |
| Business Name Control | CAMB | BusinessNameControlTxt |
| Phone | 5037214004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SW Market Street Suite WW2-25 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANJIE L VANNOY | PersonNm |
| Person Title | Corp. Controller | PersonTitleTxt |
| Phone | 5032254887 | PhoneNum |
| Signature | 2019-10-31 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.208.26.32 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 21047220193165000043 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A233530D2A437FDE83D2E1E5710AF3461D39B71B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F0B882CA5238C7312D55407AFBE95DDB61CC3B7C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,390,881 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,544,462 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,236 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,236 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,383,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,404,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,325,026 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $595,214 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,012,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,002,441 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $30,440 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,440 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,962 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $79,090 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $73,526 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,135 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $4,518 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,066,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,027,059 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,201,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,135,543 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,847,992 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,601,864 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,049,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,737,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,963,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,948,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,772,893 | CashBOYAmt |
| Cash EOY | $903,302 | CashEOYAmt |
| Cash EOYFMV | $903,302 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,273 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $15,462,509 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,643,347 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $15,462,509 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $15,462,509 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,176,967 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,320,573 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,320,573 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,118,133 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,645,224 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,645,224 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $57,779,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,390,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,390,881 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $92,159 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $75,373 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,708,816 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,296,328 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $5,800,975 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,371,701 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $51,978,267 | UnrestrictedBOYAmt |
| Unrestricted EOY | $55,019,180 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,978,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,019,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,779,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,390,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,978,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,963,196 | ExcessRevenueOverExpensesAmt |
| Subtotal | $57,941,463 | SubtotalAmt |
| Other Decreases | $2,922,283 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,019,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS INVESTMENT FUNDS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $25,325,026 | GrossSalesPriceAmt |
| Cost Or Other Basis | $24,729,812 | CostOrOtherBasisAmt |
| Gain Or Loss | $595,214 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $595,214 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $595,214 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,667,436 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,505,792 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.293887 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,425,925 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $55,271,053 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.206725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,682,611 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $68,988,078 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.198333 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,211,295 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $73,909,728 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.138159 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,969,847 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $66,447,489 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044695 | DistributionYr5Rt |
| Total Distribution | 0.881799 | TotalDistributionRt |
| Average Distribution | 0.17636 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $50,533,308 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,912,054 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,484 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,931,538 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,737,407 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,484 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,484 | SubtotalAmt |
| Tax Based On Investment Income | $19,484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $516 | OverpaymentAmt |
| Applied To ES Tax | $516 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CAMBIAHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBIA HEALTH SOLUTIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5037214004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SW MARKET ST MS WW2-25 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Margaret M Maguire | |||||||||
| 100 SW Market Street | WW2-25 | Portland | OR | 97201 | Chair & Pres. Board Member | 19.0 | $0 | $0 | $0 |
| John W Attey | |||||||||
| 100 SW Market Street | WW2-25 | Portland | OR | 97201 | Secretary, Board Member | 0.25 | $0 | $0 | $0 |
| Andreas B Ellis | |||||||||
| 1800 9th Ave | Seattle | WA | 98101 | Treasurer | 0.25 | $0 | $0 | $0 | |
| Lisa J Oman | |||||||||
| 1800 9th Ave | Seattle | WA | 98101 | Assistant Secretary | 0.25 | $0 | $0 | $0 | |
| Anjie L Vannoy | |||||||||
| 100 SW Market St | WW2-25 | Portland | OR | 97201 | Controller, Board Member | 0.25 | $0 | $0 | $0 |
| Robert M Coppedge | |||||||||
| 1800 9th Ave | Seattle | WA | 98101 | Board Member | 0.25 | $0 | $0 | $0 | |
| Jennifer B Danielson | |||||||||
| 2890 East Cottonwood Parkway | Salt Lake City | UT | 84121 | Board Member | 0.25 | $0 | $0 | $0 | |
| Mark B Ganz | |||||||||
| 100 SW Market Street | WW2-25 | Portland | OR | 97201 | Board Member | 0.25 | $0 | $0 | $0 |
| Mack L Hogans | |||||||||
| 1800 9th Ave | Seattle | WA | 98101 | Board Member | 0.25 | $0 | $0 | $0 | |
| Kathleen Pitcher-Tobey | |||||||||
| 2890 East Cottonwood Parkway | Salt Lake City | UT | 84121 | Foundation Operations Director | 31.0 | $0 | $0 | $0 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,065,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,236,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,302,851 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,302,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $769,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,533,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,526,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,526,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,484 | TotalTaxAmt |
| Distributable Before Adj | $2,507,181 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,124 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,508,305 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,508,305 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,737,407 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $11,737,407 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,484 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,717,923 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,508,305 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,316,413 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,267,205 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,717,122 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,399,198 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,699,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,737,407 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,508,305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,229,102 | RemainingDistriFromCorpusAmt |
| Total Corpus | $43,929,040 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $43,929,040 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,316,413 | ExcessFromYear4Amt |
| Excess From Year3 | $10,267,205 | ExcessFromYear3Amt |
| Excess From Year2 | $8,717,122 | ExcessFromYear2Amt |
| Excess From Year1 | $11,399,198 | ExcessFromYear1Amt |
| Excess From Current Year | $9,229,102 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Art with Heart | |||||||
| PO Box 94402 | Seattle | WA | 98124 | PC | Healthy People, Healthy Communities | $75,000 | |
| Association for Utah Community Health | |||||||
| 860 E 4500 S Suite 206 | Salt Lake City | UT | 84107 | PC | Healthy People, Healthy Communities | $95,000 | |
| Beckman Research Institute of City of Hope | |||||||
| 1500 E Duarte Rd | Duarte | CA | 91010 | PC | Sojourns | $276,525 | |
| Brigham and Womens Hospital | |||||||
| 401 Park Drive 3rd Floor EAST | Boston | MA | 02215 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| Brigham and Womens Hospital Center for Surgery and | |||||||
| 1620 Tremont Street | Boston | MA | 02120 | PC | Sojourns | $9,600 | |
| Children's National Health System | |||||||
| 111 Michigan Ave NW | Washington | DC | 20010 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| Coalition of Community Health Clinics | |||||||
| 434 NW 6th Ave Suite 303 | Portland | OR | 97209 | PC | Healthy People, Healthy Communities | $48,000 | |
| Communidades Unidas | |||||||
| 1750 West Research Way Suite 102 | West Valley City | UT | 84119 | PC | Healthy People, Healthy Communities | $78,000 | |
| Eastern Oregon Healthy Living Alliance | |||||||
| PO Box 1230 | Lakeview | OR | 97630 | PC | Healthy People, Healthy Communities | $15,000 | |
| Huntsman Cancer Foundation | |||||||
| 500 Huntsman Way | Salt Lake City | UT | 84108 | PC | Sojourns | $91,397 | |
| Idaho Primary Care Association | |||||||
| 1087 W River Street | Boise | ID | 83702 | PC | Healthy People, Healthy Communities | $100,000 | |
| John Hopkins University School of Nursing | |||||||
| 525 North Wolfe Street | Baltimore | MD | 21205 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| Lee Pesky Learning Center | |||||||
| 3324 Elder Street | Boise | ID | 83705 | PC | Healthy People, Healthy Communities | $100,000 | |
| Lines for Life | |||||||
| 5100 SW Macadam Ave Suite 400 | Portland | OR | 97239 | PC | Healthy People, Healthy Communities | $58,000 | |
| North by Northeast Community Health Center | |||||||
| 714 NE Alberta Street | Portland | OR | 97211 | PC | Healthy People, Healthy Communities | $80,000 | |
| Northwest Housing Alternatives | |||||||
| 13819 SE McLoughlin Blvd | Milwaukee | OR | 97222 | PC | Healthy People, Healthy Communities | $50,000 | |
| Oregon Business Council Charitable Institute | |||||||
| 1100 SW 6th Ave Suite 1608 | Portland | OR | 97204 | PC | Transforming Health Care | $2,300,000 | |
| Sound | |||||||
| 6400 Southcenter Blvd | Tukwila | WA | 98188 | PC | Healthy People, Healthy Communities | $70,000 | |
| University of California San Diego Health | |||||||
| 3855 Health Sciences Dr | La Jolla | CA | 92093 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| University of Colorado School of Medicine | |||||||
| 12631 E 17th Ave B180 | Aurora | CO | 80045 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| University of Utah | |||||||
| 332 South 1400 East | Salt Lake City | UT | 84112 | PC | Healthy People, Healthy Communities | $100,000 | Suite 150 |
| University of Vermont College of Medicine | |||||||
| 235 Rowell Building | Burlington | VT | 05405 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| Western Carolina University | |||||||
| 4121 Little Savannah Rd | Cullowee | NC | 28723 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| Cambia Health Solutions - Employee Giving | |||||||
| PO Box 1271 | Portland | OR | 97207 | PC | Employee Giving Campaign | $94,695 | |
| Oregon Community Foundation | |||||||
| 1221 SW Yamhill St Suite 100 | Portland | OR | 97205 | PC | Community Giving | $2,270,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,541,217 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Art with Heart | |||||||
| PO Box 94402 | Seattle | WA | 98124 | PC | Healthy People, Healthy Communities | $75,000 | |
| Association for Utah Community Health | |||||||
| 860 E 4500 S Suite 206 | Salt Lake City | UT | 84107 | PC | Healthy People, Healthy Communities | $95,000 | |
| Beckman Research Institute of City of Hope | |||||||
| 1500 E Duarte Rd | Duarte | CA | 91010 | PC | Sojourns | $579,848 | |
| Brigham and Womens Hospital | |||||||
| 401 Park Drive 3rd Floor EAST | Boston | MA | 02215 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| Catholic Charities of Spokane | |||||||
| 12 E 5th Ave | Spokane | WA | 99202 | PC | Healthy People, Healthy Communities | $200,000 | |
| Children's National Health System | |||||||
| 111 Michigan Ave NW | Wasington | DC | 20010 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| Communidades Unidas | |||||||
| 1750 West Research Way Suite 102 | West Valley City | UT | 84119 | PC | Healthy People, Healthy Communities | $77,000 | |
| Dana-Farber Cancer Institute | |||||||
| 450 Brookline Avenue | Boston | MA | 02215 | PC | Sojourns Scholar Leadership Awards | $180,000 | |
| Eastern Oregon Healthy Living Alliance | |||||||
| PO Box 1230 | Lakeview | OR | 97630 | PC | Healthy People, Healthy Communities | $15,000 | |
| Hospice and Palliative Nurses Foundation | |||||||
| One Penn Center West Suite 425 | Pittsburgh | PA | 15278 | PF | Sojourns | $265,375 | |
| Huntsman Cancer Foundation | |||||||
| 500 Huntsman Way | Salt Lake City | UT | 84108 | PC | Sojourns | $185,836 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| 1 Gustave L Levy Place | New York | NY | 10029 | PC | Sojourns Scholar Leadership Awards | $180,000 | |
| Idaho Primary Care Association | |||||||
| 1087 W River Street | Boise | ID | 83702 | PC | Healthy People, Healthy Communities | $100,000 | |
| John Hopkins University School of Nursing | |||||||
| 525 North Wolfe Street | Baltimore | MD | 21205 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| Lee Pesky Learning Center | |||||||
| 3324 Elder Street | Boise | ID | 83705 | PC | Healthy People, Healthy Communities | $90,000 | |
| Lines for Life | |||||||
| 5100 SW Macadam Ave Suite 400 | Portland | OR | 97239 | PC | Healthy People, Healthy Communities | $40,000 | |
| North by Northeast Community Health Center | |||||||
| 714 NE Alberta Street | Portland | OR | 97211 | PC | Healthy People, Healthy Communities | $42,000 | |
| Northwest Housing Alternatives | |||||||
| 13819 SE McLoughlin Blvd | Milwaukie | OR | 97222 | PC | Healthy People, Healthy Communities | $30,000 | |
| Oregon Community Health Worker Association | |||||||
| via Oregon Public Health Institute | Portland | OR | 97204 | PC | Healthy People, Healthy Communities | $153,000 | 310 SW 4th Ave Suite 900 |
| Regents of the University of California | |||||||
| 757 Westwood Plaza | Los Angeles | CA | 90095 | PC | Sojourns Scholar Leadership Awards | $180,000 | |
| Sound | |||||||
| 6400 Southcenter Blvd | Tukwila | WA | 98188 | PC | Healthy People, Healthy Communities | $130,000 | |
| University of California San Diego Health | |||||||
| 3855 Health Sciences Dr | La Jolla | CA | 92093 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| University of California San Francisco Medical Cen | |||||||
| 533 Parnassus Ave | San Francisco | CA | 94143 | PC | Sojourns Scholar Leadership Awards | $180,000 | |
| University of Colorado School of Medicine | |||||||
| 1263 E 17th Ave B180 | Aurora | CO | 80045 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| University of Utah | |||||||
| 332 South 1400 East Suite 150 | Salt Lake City | UT | 84112 | PC | Healthy People, Healthy Communities | $90,000 | |
| University of Vermont College of Medicine | |||||||
| 235 Rowell Building | Burlington | VT | 05405 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| University of Washington Seattle Children's Hospi | |||||||
| 4800 Sand Point Way NE | Seattle | WA | 98105 | PC | Sojourns Scholar Leadership Awards | $180,000 | |
| Western Carolina University | |||||||
| 4121 Little Savannah Rd | Cullowee | NC | 28723 | PC | Sojourns Scholar Leadership Awards | $90,000 | |
| Cambia Health Solutions - Employee Giving | |||||||
| PO Box 1271 | Portland | OR | 97207 | PC | Employee Giving Campaign | $608,716 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,306,775 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,236 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,383,020 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,468,102 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,468,102 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Regence BlueShield | |||||||
| 1 | 1800 Ninth Avenue | Seattle | WA | 98101 | $8,043,833 | Yes (X) | Yes (X) |
| Regence BlueCross BlueShield of Ore | |||||||
| 2 | 100 SW Market Street | Portland | OR | 97201 | $4,869,237 | Yes (X) | |
| Regence BlueCross BlueShield of Uta | |||||||
| 3 | 2890 East Cottonwood Parkway | Salt Lake City | UT | 841210703 | $2,424,444 | Yes (X) | |
| Regence BlueShield of Idaho | |||||||
| 4 | 1602 21st Avenue | Lewiston | ID | 835011930 | $1,206,948 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Various Investment Funds | $7,991,004 | 2019-02-21 |
| 2 | Various Investment Funds | $4,869,237 | 2019-02-21 |
| 3 | Various Investment Funds | $2,424,444 | 2019-02-21 |
| 4 | Various Investment Funds | $1,206,948 | 2019-02-21 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TIP FUND 922031745 | $4,985,912 | $4,985,912 |
| MFB NTGI 999F11791 | $24,659,312 | $24,659,312 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NTGI 999F11809 | $7,628,530 | $7,628,530 |
| MFB NTGI 999F11817 | $6,692,043 | $6,692,043 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED G/L ON INVESTMENT | Desc |
| Amt | $2,922,283 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADVERTISING | $900 | $900 | |
| GRANT FUNDS RETURNED | -$1,124 | ||
| INVESTMENT EXPENSES | $38,129 | $38,129 | |
| MISCELLANEOUS EXPENSES | $206,119 | $201,435 | |
| SOFTWARE EXPENSE | $30,000 | $30,000 | |
| SPONSORSHIPS | $792,725 | $794,724 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CASCADE WEB DEVELOPMENT | $13,940 | $13,940 |
| SMITH & CONNORS | $16,500 | $16,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRENT YEAR ACCRUALS | CategoryTxt |
| Amt | $15,962 | Amt |
| Net Investment Income | $15,962 | NetInvestmentIncomeAmt |
Comments