2014-07-15T18:14:39-05:00 2013-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990PF 2013-01-01 942822302 CALIFORNIA PHYSICIANS' SERVICE FDN DBA BLUE SHIELD OF CALIFORNIA FDN CALI 4152295215 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 PETER LONG CHIEF FINANCIAL OFFICER 4152295215 2014-07-16 1 LYNN HENLEY P00356034 9257902600 2013 2015-12-30 17:16:21Z X 63122678 X 37466142 239520 239520 969500 37135010 24599738 38675162 24839258 54000 0 54000 56263 0 56263 37696 0 37696 3856844 57613 3799231 341713 0 0 129833 0 129833 620209 0 620209 5096558 57613 4697232 34681593 38511605 39778151 57613 43208837 -1102989 24781645 565753 554994 554994 49439550 47668913 47668913 8160047 11030107 11030107 8109133 3854113 3854113 9986 14551 14551 66284469 63122678 63122678 756842 690576 8875234 4916222 0 152950 9632076 5759748 X 56652393 55137930 2225000 56652393 57362930 66284469 63122678 56652393 -1102989 4455433 60004837 2641907 57362930 PUBLICLY TRADED SECURITIES P 2013-12-31 2013-12-31 2096042 1199367 896675 896675 PUBLICLY TRADED SECURITIES D 2013-12-31 2013-12-31 35038968 11335905 23703063 23703063 24599738 0 36788289 50290097 0.731522 28860573 42953810 0.671898 32343808 40425723 0.800080 38831352 50303453 0.771942 34986979 58021425 0.603001 3.578443 0.715689 54950665 39327586 247816 39575402 43208837 X 247816 0 247816 0 247816 243768 70000 313768 X 50 65902 65902 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.BLUESHIELDCAFOUNDATION.ORG CALIFORNIA PHYSICIANS' SRVC FDN 4152295215 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 N MARCUS THYGESON M D C/O BLUE SHIELD OF CA FOUNDATION 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 TRUSTEE 1.00 0 0 0 ELIZA DANIELY-WOOLFOLK C/O BLUE SHIELD OF CA FOUNDATION 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 TRUSTEE 1.00 0 0 0 EDWARD CYMERYS C/O BLUE SHIELD OF CA FOUNDATION 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 TRUSTEE 1.00 0 0 0 PETER LONG C/O BLUE SHIELD OF CA FOUNDATION 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 PRESIDENT 40.00 0 0 0 DAVE KEARS C/O BLUE SHIELD OF CA FOUNDATION 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 CHAIR 1.00 13000 0 0 ANTONIA HERNANDEZ C/O BLUE SHIELD OF CA FOUNDATION 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 VICE CHAIR 1.00 9000 0 0 VIVIAN CLECAK C/O BLUE SHIELD OF CA FOUNDATION 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 TRUSTEE 1.00 6500 0 0 TOM EPSTEIN C/O BLUE SHIELD OF CA FOUNDATION 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 TRUSTEE 1.00 0 0 0 FRANK GILLIAM C/O BLUE SHIELD OF CA FOUNDATION 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 TRUSTEE 1.00 10000 0 0 BILL HAUCK C/O BLUE SHIELD OF CA FOUNDATION 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 TRUSTEE 1.00 7500 0 0 SANDRA HERNANDEZ C/O BLUE SHIELD OF CA FOUNDATION 50 BEALE STREET FOURTEENTH FLOOR SAN FRANCISCO CA 94105 TRUSTEE 1.00 8000 0 0 NONE 0 JEMMOTT ROLLINS GROUP INC 5443 OVERDALE DR LOS ANGELES CA 90043 CONSULTING 471315 LANGER RESEARCH ASSOCIATES 140 W 74TH ST1E NEW YORK NY 10023 CONSULTING 391700 FENTON COMMUNICATIONS 1000 VERMONT AVE NW STE 200 WASHINGTON DC 20005 CONSULTING 311990 RDP CONSULTING 666 OAKLAND AVENUE 301 OAKLAND CA 94611 CONSULTING 257044 PACIFIC HEALTH CONSULTING GROUP 72 OAK KNOLL AVE SAN ANSELMO CA 94960 CONSULTING 242220 11 PLEASE SEE ATTACHMENT D 2099985 0 17667067 38120410 0 55787477 0 0 55787477 836812 54950665 2747533 2747533 247816 247816 2499717 0 2499717 0 2499717 43208837 0 43208837 247816 42961021 2499717 0 0 32183548 36374273 30655372 27003462 34646587 160863242 43208837 0 0 0 2499717 40709120 0 0 201572362 0 0 0 0 0 0 32183548 169388814 36374273 30655372 27003462 34646587 40709120 BLUE SHIELD OF CALIFORNIA FOUNDATIO 50 BEALE STREET SAN FRANCISCO CA 94105 4152295785 GO TO OUR WEBSITE: WWW.BLUESHIELDCAFOUNDATION.ORG/GRANTS/WHAT-WE-FUND SEE WEBSITE FOR CURRENT DEADLINES. THE BLUE SHIELD OF CALIFORNIA FOUNDATION IS COMMITTED TO MAKING HEALTH CARE EFFECTIVE, SAFE, AND ACCESSIBLE FOR ALL CALIFORNIANS, PARTICULARLY UNDERSERVED PEOPLE, AND TO ENDING DOMESTIC VIOLENCE. WE PROVIDE GRANT AWARDS TO ORGANIZATIONS WHO SERVE CALIFORNIANS, AND ARE PURSUING ACTIVITIES DIRECTLY RELATED TO ONE OF OUR THREE PROGRAM AREAS OF FUNDING: 1) HEALTH CARE AND COVERAGE, 2) BLUE SHIELD AGAINST VIOLENCE. SEE ATTACHMENT A C/O 50 BEALE STREET 14TH FLOOR SAN FRANCISCO CA 94105 NONE SEE ATTACHMENT A SEE ATTACHMENT A 38511605 38511605 SEE ATTACHMENT B C/O 50 BEALE STREET 14TH FLOOR SAN FRANCISCO CA 94105 NONE SEE ATTACHMENT B SEE ATTACHMENT B 4861722 4861722 14 239520 18 969500 0 1209020 0 1209020 0 0 0 0 0 0 0 0 0 0 X X 1 BLUE SHIELD OF CALIFORNIA 50 BEALE STREET 14TH FLOOR SAN FRANCISCO CA 94105 37466142 X X 1 STOCK PORTFOLIOSEE ATTACHMENT C 34966142 2013-12-31 ACCOUNTING FEES 37696 0 37696 PLEASE SEE ATTACHMENT E PAGES 1 THROUGH 9 PLEASE SEE ATTACHMENT E ATTACHMENT E CA 94105 2011-12-31 1122845 PLEASE SEE ATTACHMENT E PLEASE SEE ATTACHMENT E IN-KIND CONTRIBUTION FORM 990-PF, PAGE 2, PART III, LINES 3 AND 5 FORM 990-PF, PART III - OTHER INCREASES AND DECREASES IN NET ASSETS OR FUND BALANCES:CALIFORNIA PHYSICIANS SERVICE ( DBA BLUE SHIELD OF CALIFORNIA, INC.), A SUBSTANTIAL CONTRIBUTOR, PAID THE FOUNDATIONS STAFFING COST AND MUCH OF ITS ADMINISTARTIVE COSTS. CALIFORNIA PHYSICIANS SERVICE (DBA BLUE SHIELD OF CALIFORNIA, INC.) RECEIVED NO REIMBURSEMENT OR COMPENSATION FOR THESE COSTS, WHICH WERE RECORDED AS AN IN-KIND GIFT BY THE FOUNDATION. THE ESTIMATED VALUE OF THE ADMINISTRATIVE COSTS AND PERSONNEL PROVIDED TO THE FOUNDATION WAS APPROXIMATELY $ 2,641,907. COMMON STOCK-SEE ATTACHMENT F 11030107 11030107 FIXED INCOME FUNDS-SEE ATTACHMENT G FMV 3854113 3854113 ACCRUED INVESTMENT INCOME 9986 14551 14551 IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES 2641907 BOARD MEETING EXPENSE 17877 0 17877 OFFICE EXPENSES 22773 0 22773 LICENSES & FEES 19282 0 19282 MARKETING 43052 0 43052 SUBSCRIPTIONS 18548 0 18548 EVENTS - HOSTED 121461 0 121461 HONORARIA 22050 0 22050 IT/TELECOMMUNICATIONS 113283 0 113283 BANK FEES 643 0 643 MEMBERSHIPS 220519 0 220519 STAFF TRAINING & DEVELOPMENT 20721 0 20721 UNREALIZED GAIN/LOSS ON INVESTMENTS 1813526 IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES 2641907 EXCISE TAX PAYABLE 0 152950 PROGRAM CONSULTING & EVALUATION 3781251 0 3781251 INVESTMENT MANAGEMENT FEES 57613 57613 0 HR CONSULTING 17980 0 17980 EXCISE TAX EXPENSE 341713 0 0