CALIFORNIA PHYSICIANS SERVICE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA PHYSICIANS SERVICE FOUNDATION (EIN 94-2822302)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-10
IRS object ID
202642539349100019
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-10T15:04:32-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON STE 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945835004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942822302EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA PHYSICIANS' SERVICE FDNBusinessNameLine1Txt
Business Name Line2DBA BLUE SHIELD OF CALIFORNIA FDNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone4152296080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 MONTGOMERY STREET SUITE 1200AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH CHANGPersonNm
Person TitleCEOPersonTitleTxt
Phone4152296080PhoneNum
Signature2026-08-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATY BROWNPreparerPersonNm
PTINP00650274PTIN
Phone9257902600PhoneNum
Preparation2026-08-03PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$82,454,316FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,375,111DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,375,111DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$537,541NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$42,780,125GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,756,591CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16,379OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$22,929,031TotalRevAndExpnssAmt
Total Net Invst Incm$22,131,702TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$75,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$75,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$70,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$70,350AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,612,009OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,788OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,602,221OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$387,464TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$160,205TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$160,205TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$957,479OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$541,705OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,263,007TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,788TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,449,981TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,585,373ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,231,699ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,848,380TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,788TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,681,680TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,919,349ExcessRevenueOverExpensesAmt
Net Investment Income$22,121,914NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$277,295CashBOYAmt
Cash EOY$271,803CashEOYAmt
Cash EOYFMV$271,803CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,229,696SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,631,133SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,631,133SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$1,598AcctRcvblBOYAmt
Prepaid Expenses BOY$181,046PrepaidExpensesBOYAmt
Prepaid Expenses EOY$165,410PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$165,410PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$25,644,877CorporateStockBOYAmt
Corporate Stock EOY$29,697,638CorporateStockEOYAmt
Corporate Stock EOYFMV$29,697,638CorporateStockEOYFMVAmt
Other Investments BOY$50,204,433OtherInvestmentsBOYAmt
Other Investments EOY$50,601,797OtherInvestmentsEOYAmt
Other Investments EOYFMV$50,601,797OtherInvestmentsEOYFMVAmt
Other Assets BOY$203,318OtherAssetsBOYAmt
Other Assets EOY$86,535OtherAssetsEOYAmt
Other Assets EOYFMV$86,535OtherAssetsEOYFMVAmt
Total Assets BOY$80,742,263TotalAssetsBOYAmt
Total Assets EOY$82,454,316TotalAssetsEOYAmt
Total Assets EOYFMV$82,454,316TotalAssetsEOYFMVAmt
Accounts Payable BOY$544,937AccountsPayableBOYAmt
Accounts Payable EOY$945,074AccountsPayableEOYAmt
Grants Payable BOY$724,574GrantsPayableBOYAmt
Grants Payable EOY$78,248GrantsPayableEOYAmt
Other Liabilities BOY$79,618OtherLiabilitiesBOYAmt
Other Liabilities EOY$146,487OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,349,129TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,169,809TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$79,393,134NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$81,284,507NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$79,393,134TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$81,284,507TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$80,742,263TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$82,454,316TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$79,393,134TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,919,349ExcessRevenueOverExpensesAmt
Other Increases$13,208,626OtherIncreasesAmt
Subtotal$89,682,411SubtotalAmt
Other Decreases$8,397,904OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$81,284,507TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$23,102,096$22,423,802$678,294$678,294
PUBLICLY TRADED SECURITIESP$19,678,029$599,732$19,078,297$19,078,297
FieldValueIRS element (for citing)
Capital Gain Net Income$19,756,591CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$307,495InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$307,495SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$307,495TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$304,635EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$324,635TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4,564EsPenaltyAmt
Overpayment$12,576OverpaymentAmt
Applied To ES Tax$12,576AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BLUESHIELDCAFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH CHANG CEOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9167670305PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1315 MONTGOMERY STREET SUITE 1200AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADRIANE LAMAR SNIDER
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104CHAIR, AUDIT COMMITTEE1.00$9,000$0$2,399
HELEN DUPLESSIS MD MPH
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104CHAIR, GOVERNANCE COMMITTEE1.00$12,500$0$1,778
MARICELA RIOS
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104CHAIR, HR COMMITTEE1.00$10,500$0$2,651
RAYMOND J BAXTER
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104BOARD CHAIR1.00$13,500$0$274
DEBORAH I CHANG
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104PRESIDENT AND CEO40.00$0$0$0
KATHERINE FLORES MD
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$9,500$0$1,098
LUIS GRANADOS
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$9,000$0$0
SHARON KIMBERLY BELSHE
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$11,500$0$215
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line2USAddress/AddressLine2Txt
PERRY UNDEM LLC
4800 HAMPDEN LANEBETHESDAMD20814CONSULTING SERVICES$458,500
IMPACT JUSTICE
2930 LAKESHORE AVENUE SUITE 300OAKLANDCA94610CONSULTING SERVICES$315,000
INGRID HAPPOLDT
5801 ROSS STREETOAKLANDCA94618CONSULTING SERVICES$260,000
CERES POLICY RESEARCH
23 BLOSSOM WAYSCOTTS VALLEYCA95066CONSULTING SERVICES$253,000
NVG LLC
1640 RHODE ISLAND AVENUE NORTHWESTWASHINGTONDC20036CONSULTING SERVICES$198,000SUITE 700
FieldValueIRS element (for citing)
Contractor Paid Over50k28ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PERRY UNDEM LLCCONTRACT 1379 - PAID FAMILY AND MEDICAL LEAVE RESEARCH: UNDERSTANDING AWARENESS AND UTILIZATION.THIS CONTRACT WILL SUPPORT QUANTITATIVE AND QUALITATIVE DATA COLLECTION FROM REPRESENTATIVE SAMPLES OF COMMUNITIES IN CALIFORNIA. THIS STATEWIDE PUBLIC OPINION POLL AND FOCUS GROUPS WILL WORK TO INCREASE AN UNDERSTANDING OF: AWARENESS OF THE CALIFORNIA PAID LEAVE PROGRAM AND ELIGIBILITY REQUIREMENTS FACILITATORS AND BARRIERS TO TAKE-UP EXPERIENCES ACCESSING AND USING THE PAID LEAVE BENEFITTHE RESEARCH PROJECT WILL BE CONDUCTED IN PARTNERSHIP WITH STATEWIDE COALITIONS AND ADVOCATES WITH EXPERTISE IN PAID FAMILY AND MEDICAL LEAVE IN CALIFORNIA. PARTNERS WILL BE INVITED TO SHARE THEIR PERSPECTIVES AND INPUT IN THE DESIGN AND SYNTHESIS PHASES OF THE PROJECT , ENSURING THAT THE DATA AND INSIGHTS GATHERED ARE VALUABLE TO A BROAD RANGE OF STAKEHOLDERS IN THE FIELD.Description1Txt
Expenses1$350,000Expenses1Amt
Description2IMPACT JUSTICECONTRACT 1263 - RESTORATIVE JUSTICE COHORT EVALUATIONIMPACT JUSTICE (IJ) WILL SUPPORT THE FOUNDATION IN CONDUCTING A CROSS-COHORT EVALUATION THAT DEFINES AND DOCUMENTS ORGANIZATION'S IMPLEMENTATION/MODEL OF RESTORATIVE PRACTICES AND ASSESSES THE PROMISING PRACTICES OF THEIR RESTORATIVE RESPONSES THAT PROMOTE HEALING, SAFETY, AND ACCOUNTABILITY TO END AND PREVENT DOMESTIC VIOLENCE, WHILE ALSO PROVIDING EVALUATION TECHNICAL SUPPORT TO GRANTEES. THE SCOPE OF THIS EVALUATION IS DESIGNED TO STRENGTHEN COMMUNITY-BASED PRACTICES AND BUILD EVIDENCE FOR THE PREVENTION OF DOMESTIC VIOLENCE WITH RESTORATIVE PRINCIPLES. IJ WILL DEVELOP AND CONDUCT A LEARNING EVALUATION THAT WILL INFORM GRANTEES, FUNDERS, AND THE FIELD OF VIOLENCE PREVENTION ABOUT USING RESTORATIVE RESPONSES AS AN ALTERNATIVE SOLUTION TO ADDRESS AND END DOMESTIC VIOLENCE. DURING THE DURATION OF THE CONTRACT, IJ WILL SUPPORT GRANTEE'S EVALUATION AND LEARNING ACTIVITIES TO ASSESS KEY OBJECTIVES AND OUTCOMES.Description2Txt
Expenses2$315,000Expenses2Amt
Description3INGRID HAPPOLDTCONTRACT 1348 - AT2 MULTIGEN, POLICY, AND COMMUNITY ALTERNATIVES SUPPORTINGRID WILL PROVIDE DOMESTIC VIOLENCE PREVENTION AND POLICY EXPERTISE TO HELP ADVANCE THE FOUNDATION'S DOMESTIC VIOLENCE PREVENTION APPROACH TEAM IN 2025 ACROSS THEIR THREE STRATEGIES (MULTIGENERATIONAL PREVENTION, POLICY AND RESOURCES, AND COMMUNITY ALTERNATIVES). SHE WILL PROVIDE SUPPORT FOR RESEARCH, WRITING, DESIGN AND ANALYSIS TO INFORM THE FOUNDATION'S POLICY CHANGE GOALS TO SPREAD AND SCALE PATHWAYS TO DOMESTIC VIOLENCE PREVENTION. AMONG SOME OF THE PROJECTS THAT INGRID WILL SUPPORT ARE INFORMING THE DESIGN AND IMPLEMENTATION OF THE CAPACITY BUILDING OF THE MULTIGEN STRENGTHS ORGANIZATIONS COMMITTED TO SYSTEMS CHANGE; SUPPORTING THE PIVOT AND REDESIGNING OF THE CA AND NATIONAL EFFORTS TO BUILD UPON OPPORTUNITIES OF THE 2023'S NATIONAL GBV ACTION PLAN AMIDST FEDERAL ATTACKS; AND SUPPORTING THE IMPLEMENTATION OF THE CLOSING YEAR OF THE RESTORATIVE JUSTICE LEARNING COMMUNITY.Description3Txt
Expenses3$260,000Expenses3Amt
Description4CERES POLICY RESEARCHCONTRACT 1316 - BTC PHASE 2, MULTIGEN STRENGTHS EVALUATIONCERES POLICY RESEARCH WILL SUPPORT THE FOUNDATION IN CONDUCTING A CROSS-SITE EVALUATION AMONG FIVE ORGANIZATION TO DOCUMENT AND ASSESS THE BENEFITS OF ORGANIZATIONAL MODELS THAT INTEGRATE STRENGTH-BASED APPROACHES IN MULTIPLE STRATEGIES, CENTER CULTURAL-RESPONSIVENESS, AND ADVANCE MULTIGENERATIONAL PRACTICES FOR DOMESTIC VIOLENCE PREVENTION. CERES WILL ALSO ATTEND AND ENGAGE IN THE ANNUAL IN-PERSON CONVENING WITH THE MULTIGEN COHORT. THEY WILL TAKE THE LEAD ON DOCUMENTING THE EMERGING INSIGHTS AND PRODUCING A REPORT THAT UPLIFTS THE POLICY INSIGHTS/RECOMMENDATION THAT COULD BE USED. BOTH THE CONVENING AND FINAL EVALUATION REPORT WILL BE WRITTEN TO INFORM GRANTEES, FUNDERS, AND THE FIELD OF VIOLENCE PREVENTION ABOUT USING STRENGTH-BASED MODELS TO PROMOTE PROTECTIVE FACTORS TO PREVENT AND ADDRESS DOMESTIC VIOLENCE. CERES WILL PARTNER WITH THE FOUNDATION TO CO-CREATE AND DISSEMINATE THE FINDINGS.Description4Txt
Expenses4$253,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$70,460,512AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,477,729AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$73,938,241TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$73,938,241AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,109,074CashDeemedCharitableAmt
Net Vl Noncharitable Assets$72,829,167NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,641,458MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,641,458MinimumInvestmentReturnAmt
Tax Based On Investment Income$307,495TaxBasedOnInvestmentIncomeAmt
Total Tax$307,495TotalTaxAmt
Distributable Before Adj$3,333,963DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,333,963DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,333,963DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,681,680ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,681,680QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,333,963DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$42,109,142ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,056,576ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$43,990,317ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,668,081ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,190,321ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$156,014,437TotalExcessDistributionCyovAmt
Qualifying Distributions$25,681,680QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,333,963AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,347,717RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$178,362,154TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$42,109,142ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$136,253,012ExcessDistriCyovToNextYrAmt
Excess From Year4$30,056,576ExcessFromYear4Amt
Excess From Year3$43,990,317ExcessFromYear3Amt
Excess From Year2$20,668,081ExcessFromYear2Amt
Excess From Year1$19,190,321ExcessFromYear1Amt
Excess From Current Year$22,347,717ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBLUE SHIELD OF CALIFORNIA FOUNDATIORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1315 MONTGOMERY STREET SUITE 1200AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4152296080RecipientPhoneNum
Recipient Email AddressBSCF@BLUESHIELDCAFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsGO TO OUR WEBSITE: HTTPS://BLUESHIELDCAFOUNDATION.ORG/GRANTSFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WEBSITE FOR CURRENT DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsTHE BLUE SHIELD OF CALIFORNIA FOUNDATION IS COMMITTED TO SUPPORTING THE HEALTH OF ALL CALIFORNIANS, PARTICULARLY UNDERSERVED PEOPLE AND COMMUNITIES, AND TO THE PREVENTION OF DOMESTIC VIOLENCE. IN 2025, THE FOUNDATION DISTRIBUTED RESOURCES ACROSS THREE PRIORITY AREAS, WHICH INVOLVED GRANT MAKING AND OTHER PROGRAMMATIC ACTIVITIES (E.G., RESEARCH, COMMUNICATIONS, COMMUNITY ENGAGEMENT, AND PUBLIC AFFAIRS) THAT ADVANCE THE OUTCOMES SOUGHT BY THE FOUNDATION'S LONG-TERM STRATEGY. PLEASE SEE OUR WEBSITE FOR MORE DETAILS ON PROGRAMMATIC PRIORITIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AFROLA MEDIA GROUP
5777 W CENTURY BLVD 1125 UNIT 423LOS ANGELESCA90045N/APCDOMESTIC VIOLENCE PREVENTION JOURNALISM$200,000
ALLIANCE FOR GIRLS
41 RIO VISTA AVENUE UNIT BOAKLANDCA94611N/APCEMERGING LEADERS LEADERSHIP DEVELOPMENT$40,000
ALLIANCE FOR GIRLS
41 RIO VISTA AVENUE UNIT BOAKLANDCA94611N/APCGENERAL OPERATING SUPPORT$520,000
ALLIANCE FOR JUSTICE
11 DUPONT CIRCLE NW SUITE 500WASHINGTONDC20036N/APCINCREASING CALIFORNIA NONPROFITS ADVOCACY KNOWLEDGE AND CAPACITY$290,000
ASIAN RESOURCES INC
6270 ELDER CREEK ROADSACRAMENTOCA95824N/APCGENERAL OPERATING SUPPORT$150,000
ASIAN RESOURCES INC
6270 ELDER CREEK ROADSACRAMENTOCA95824N/APCEMERGING LEADERS LEADERSHIP DEVELOPMENT$12,175
ASSET FUNDERS NETWORK
2045 W GRAND AVE STE BCHICAGOIL60612N/APCSURVIVOR WEALTH BUILDING$50,000
BEND THE ARC
266 W 37TH ST SUITE 803NEW YORKNY10018N/APCBUILDING AN EQUITABLE CARE INFRASTRUCTURE$200,000
BEND THE ARC
266 W 37TH ST SUITE 803NEW YORKNY10018N/APCACT NOW: SUPPORTING CARE WORKERS$50,000
BEND THE ARC
266 W 37TH ST SUITE 803NEW YORKNY10018N/APCEMERGING LEADER$14,450
BLACK CALIFORNIANS UNITED FOR EARLY CARE AND EDUCATION
374 CAMELBACK RDPLEASANT HILLCA94523N/APCEMERGING LEADERS$19,024
BLACK FREEDOM FUND
717 W TEMPLE STLOS ANGELESCA90012N/APCACT NOW: SUPPORT FOR THE LEAD INITIATIVE$125,000
CALIFORNIA BUDGET & POLICY CENTER
1107 9TH STREET SUITE 310SACRAMENTOCA95814N/APCGENERAL OPERATING SUPPORT$290,000
CALIFORNIA COMMUNITY FOUNDATION
717 W TEMPLE STLOS ANGELESCA90012N/APCACT NOW: POOLED FUND FOR IMMIGRANT NEEDS IN UNDERSERVED REGIONS OF CALIFORNIA$300,000
CALIFORNIA COMMUNITY FOUNDATION
717 W TEMPLE STLOS ANGELESCA90012N/APCCALIFORNIA COMMUNITY FOUNDATION WILDFIRE RECOVERY FUND$50,000
CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES
1501 CAPITOL AVESACRAMENTOCA95899N/AGOVINTEGRATING COMMUNITY ASSESSMENTS ACROSS PUBLIC HEALTH AND MEDI-CAL MANAGED CARE PLANS IN CALIFORNIA$250,000
CALIFORNIA IMMIGRANT POLICY CENTER
634 S SPRING ST STE 600LOS ANGELESCA90014N/APCGENERAL OPERATING SUPPORT$485,000
CALIFORNIA PAN-ETHNIC HEALTH NETWORK
2991 SACRAMENTO ST 298BERKELEYCA94702N/APCACT NOW: GENERAL OPERATING SUPPORT$150,000
CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE
PO BOX 151SACRAMENTOCA958120151N/APCEMERGING LEADERS LEADERSHIP DEVELOPMENT$40,000
CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE
PO BOX 151SACRAMENTOCA958120151N/APCADDRESSING HOUSING SECURITY AND HOMELESSNESS FOR SURVIVORS OF DOMESTIC VIOLENCE$500,000
CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE
PO BOX 151SACRAMENTOCA958120151N/APCGENERAL OPERATING SUPPORT$640,000
CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE
PO BOX 151SACRAMENTOCA958120151N/APCACT NOW: SUPPORT FOR CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE$80,000
CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION
1625 E SHAW AVE 146FRESNOCA93710N/APCGENERAL OPERATING SUPPORT THROUGH FISCAL SPONSOR$515,000
CALMATTERS
1017 L STREET 261SACRAMENTOCA95814N/APCACT NOW: SUPPORT FOR CALMATTERS$50,000
CALMATTERS
1017 L STREET 261SACRAMENTOCA95814N/APCDOMESTIC VIOLENCE PREVENTION JOURNALISM$200,000
CALMATTERS
1017 L STREET 261SACRAMENTOCA95814N/APCSOLUTIONS-DRIVEN REPORTING IN CALIFORNIA$300,000
CAPITAL & MAIN
1910 W SUNSET BLVD SUITE 740LOS ANGELESCA90026N/APCCOVERING INCOME INEQUALITY IN CALIFORNIA$50,000
CARING ACROSS GENERATIONS
228 PARK AVENUE SOUTH SUITE 93898NEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$50,000
CENTER FOR EMPOWERED POLITICS EDUCATION FUND
1212 BROADWAY SUITE 700OAKLANDCA94612N/APCACT NOW: SUPPORT FOR MOVEMENT SECURITY AND OPERATIONS FUND$200,000
CENTER FOR EMPOWERED POLITICS EDUCATION FUND
1212 BROADWAY SUITE 700OAKLANDCA94612N/APCACT NOW: SUPPORT FOR CALIFORNIA DOMESTIC WORKERS COALITION$100,000
CENTER FOR EMPOWERED POLITICS EDUCATION FUND
1212 BROADWAY SUITE 700OAKLANDCA94612N/APCCALIFORNIA RELIEF FUND FOR DOMESTIC WORKERS$15,000
CENTER FOR THE PACIFIC-ASIAN FAMILY INC
3660 WILSHIRE BLVD SUITE 818LOS ANGELESCA90010N/APCEMERGING LEADERS$21,000
CENTRAL VALLEY COMMUNITY FOUNDATION
1260 FULTON STFRESNOCA93721N/APCEQUITY SUMMITS$50,000
CIRCLES OF SUPPORT AND ACCOUNTABILITY - FRESNO INC
PO BOX 5314FRESNOCA93704N/APCBUILDING SUPPORT FOR RESTORATIVE PRACTICES TO PREVENT DOMESTIC VIOLENCE$40,000
COLORADO NONPROFIT DEVELOPMENT CENTER
PO BOX 18770DENVERCO80218N/APCSUPPORTING SCHOLAR PROGRAM AND EXPLORING OPPORTUNITIES FOR SCALING REGIONAL PROGRAM TO CALIFORNIA$100,000
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607N/APCSTRENGTHENING THE NONPROFIT SECTOR EVALUATIVE CAPACITY THROUGH REALIZE POWER ALUMNI NETWORK$150,000
COMMUNITY PARTNERS
1000 N ALAMEDA STREET SUITE 240LOS ANGELESCA900121804N/APCGENERAL OPERATING SUPPORT THROUGH FISCAL SPONSOR$450,000
COMMUNITY UNITED AGAINST VIOLENCE INC
427 SOUTH VAN NESS AVESAN FRANCISCOCA941033629N/APCACT NOW: GENERAL OPERATING SUPPORT$100,000
CONTINA IMPACT
127 UNIVERSITY AVEBERKELEYCA94710N/ANCCREATING THE 2025 HEALTH AND WELLNESS GUBERNATORIAL FORUM$25,000
CULTIVA LA SALUD
2409 MERCED STREET SUITE 103FRESNOCA93721N/APCCOMMUNITY VOICES PROJECT: BRIDGING COMMUNITY AND MEDIA TO CHANGE NARRATIVES FOR POLICY AND SYSTEMS CHANGE$100,000
DEAFHOPE
256 24TH STREETRICHMONDCA94804N/APCBUILDING EVIDENCE FOR RESTORATIVE PRACTICES TO PREVENT DOMESTIC VIOLENCE$80,000
EAST LOS ANGELES WOMEN'S CENTER
1431 S ATLANTIC BLVDLOS ANGELESCA900225011N/APCBUILDING EVIDENCE FOR RESTORATIVE PRACTICES TO PREVENT DOMESTIC VIOLENCE$115,000
EL SOL NEIGHBORHOOD EDUCATIONAL CENTER
1535 SOUTH D STREETSAN BERNARDINOCA92408N/APCSUPPORTING A NEW NETWORK OF COMMUNITY HEALTH WORKER ORGANIZATIONS IN LOS ANGELES COUNTY$75,000
EQUALITY CALIFORNIA INSTITUTE
1150 S OLIVE STREETLOS ANGELESCA90015N/APCACT NOW: GENERAL OPERATING SUPPORT$75,000
FAMILY VIOLENCE LAW CENTER
470 27TH STREETOAKLANDCA94612N/APCADVANCING A HOMELESSNESS AND DOMESTIC VIOLENCE COALITION IN ALAMEDA COUNTY$150,000
FREEFROM
12405 VENICE BLVD 422LOS ANGELESCA90066N/APCACT NOW: SUPPORT FOR FREEFROM$65,000
FREEFROM
12405 VENICE BLVD 422LOS ANGELESCA90066N/APCGENERAL OPERATING SUPPORT$400,000
FUTURES WITHOUT VIOLENCE
100 MONTGOMERY STREET THE PRESIDIOSAN FRANCISCOCA941291718N/ANCADVANCING STATE AND FEDERAL DOMESTIC VIOLENCE PREVENTION POLICY$600,000
GOLDEN STATE OPPORTUNITY
345 CALIFORNIA STREET 600SAN FRANCISCOCA94104N/APCGENERAL OPERATING SUPPORT$150,000
GOVERNORS OFFICE OF LAND USE AND CLIMATE INNOVATION
1400 10TH STREETSACRAMENTOCA95814N/AGOVEVALUATION DESIGN FOR THE CALIFORNIA EQUITY COMMISSION FRAMEWORK$200,000
GRACE
85 SOUTH GRAND AVENUEPASADENACA91105N/APCGENERAL OPERATING SUPPORT$75,000
HEALING TOGETHER
5111 TELEGRAPH AVE STE 310OAKLANDCA94609N/APCBUILDING EVIDENCE FOR RESTORATIVE PRACTICES TO PREVENT DOMESTIC VIOLENCE$80,000
HOMEBOY INDUSTRIES
130 W BRUNO STLOS ANGELESCA900121815N/APCBUILDING SUPPORT FOR RESTORATIVE PRACTICES TO PREVENT DOMESTIC VIOLENCE$40,000
HORN OF AFRICA COMMUNITY IN NORTH AMERICA
5348 UNIVERSITY AVE STE 108SAN DIEGOCA921058025N/APCACT NOW: SUPPORT FOR SAN DIEGO REFUGEE COMMUNITIES COALITION$100,000
INDEPENDENT ARTS & MEDIA
PO BOX 420442SAN FRANCISCOCA94142N/APCCOMMUNITY-DRIVEN REPORTING$100,000
INDEPENDENT ARTS & MEDIA
PO BOX 420442SAN FRANCISCOCA94142N/APCACT NOW: SUPPORT FOR EL TMPANO$100,000
INLAND COUNTIES LEGAL SERVICES INC
1040 IOWA AVE STE 101RIVERSIDECA925072106N/APCACT NOW: GENERAL OPERATING SUPPORT$80,000
INTEGRATED HUMAN SERVICES GROUP
6040 BELFAST WAYROSEVILLECA95747N/APCEXPANDING CALAIM ACCESS AND IMPLEMENTATION$50,000
JENESSE CENTER INC
PO BOX 8476LOS ANGELESCA90008N/APCGENERAL OPERATING SUPPORT THROUGH FISCAL SPONSOR$535,000
JUSTICE IN AGING
1444 EYE STREET NW SUITE 1100WASHINGTONDC20005N/APCGENERAL OPERATING SUPPORT$100,000
LEGAL AID AT WORK
180 MONTGOMERY STREET SUITE 600SAN FRANCISCOCA94104N/APCADVANCING PAID FAMILY LEAVE IN CALIFORNIA$430,000
LOS ANGELES LGBT CENTER
1625 SCHRADER BLVDLOS ANGELESCA900286213N/APCACT NOW: GENERAL OPERATING SUPPORT$100,000
MUJERES UNIDAS Y ACTIVAS
3543 18TH ST 23SAN FRANCISCOCA941101684N/APCACT NOW: GENERAL OPERATING SUPPORT$100,000
NATIONAL ACADEMY OF SCIENCES
THE NATIONAL ACADEMIES 500 FIFTHWASHINGTONDC20001N/APCGENERAL OPERATING SUPPORT$50,000STREET NW
NATIONAL NETWORK TO END DOMESTIC VIOLENCE
1325 MASSACHUSETTS AVE FLOOR 7WASHINGTONDC20005N/APCGENERAL OPERATING SUPPORT$100,000
PASADENA COMMUNITY FOUNDATION
301 E COLORADO BLVD SUITE 810PASADENACA91101N/APCEATON FIRE RELIEF AND RECOVERY FUND$20,000
PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA
153 GLENDALE BLVD 1ST FLOORLOS ANGELESCA90026N/APCSUPPORTING THE HOMECARE COOPERATIVE INITIATIVE$200,000
PRAXIS PROJECT
1900 FRUITVALE AVE 3DOAKLANDCA94601N/APCACT NOW: SUPPORT FOR BARHII$125,000
PRAXIS PROJECT
1900 FRUITVALE AVE 3DOAKLANDCA94601N/APCGENERAL OPERATING SUPPORT THROUGH FISCAL SPONSOR$515,000
PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC
1101 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036N/APCHEALTH AFFAIRS COMMUNITY VOICES PROJECT$100,000500
PUBLIC HEALTH ADVOCATES
PO BOX 2309DAVISCA95617N/APCGENERAL OPERATING SUPPORT$375,000
PUBLIC HEALTH FOUNDATION ENTERPRISES INC
13300 CROSSROADS PARKWAY NORTHCITY OF INDUSTRYCA91746N/APCBUILDING EVIDENCE FOR SCALING GUARANTEED INCOME TO SUPPORT MATERNAL HEALTH OUTCOMES$150,000SUITE 450
PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 290OAKLANDCA946073601N/APCADVANCING STRATEGIC COMMUNICATIONS IN PUBLIC HEALTH$250,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 290OAKLANDCA946073601N/APCGENERAL OPERATING SUPPORT THROUGH FISCAL SPONSOR$515,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 290OAKLANDCA946073601N/APCGENERAL OPERATING SUPPORT$475,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 GILMAN MC0615SAN DIEGOCA92093N/APCSUSTAINING AND EXPANDING NATIONALLY THE CALIFORNIA STUDY ON VIOLENCE EXPERIENCES ACROSS THE LIFESPAN (CALVEX) STUDY$750,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 GILMAN MC0615SAN DIEGOCA92093N/APCSAN DIEGO REFUGEE COMMUNITIES COALITION$240,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
1 SHIELDS AVENUEDAVISCA95616N/APCUPDATING THE DOMESTIC ABUSE TRAINING CURRICULUM FOR COUNTY SOCIAL SERVICES STAFF$600,000
RESTORATIVE JUSTICE FOR OAKLAND YOUTH RJOY
1733 BROADWAYOAKLANDCA94612N/APCBUILDING EVIDENCE FOR RESTORATIVE PRACTICES TO PREVENT DOMESTIC VIOLENCE$80,000
SAN FRANCISCO FOUNDATION
ONE EMBARCADERO CENTER SUITE 1400SAN FRANCISCOCA94110N/APCACT NOW: A POOLED FUND FOR CALIFORNIA$500,000
SAN FRANCISCO STUDY CENTER
1663 MISSION ST 310SAN FRANCISCOCA94103N/APCSUPPORTING THE ETHNIC MEDIA SECTOR IN CALIFORNIA$200,000
SCHOLARSHIP AMERICA INC
ONE SCHOLARSHIP WAYSAINT PETERMN56082N/APCSCHOLARSHIP AMERICA PROGRAM 2025-26$75,000
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HWYSACRAMENTOCA958339754N/APCGENERAL OPERATING SUPPORT THROUGH FISCAL SPONSOR$50,000
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HWYSACRAMENTOCA958339754N/APCACT NOW: SAN JOAQUIN VALLEY HEALTH FUND'S GOT POWER 2.0 INITIATIVE$250,000
SOCIAL GOOD FUND
12651 SAN PABLO AVE UNIT 5473RICHMONDCA94805N/APCPARENTING FOR LIBERATION$335,000
SOUTHERN CALIFORNIA GRANTMAKERS
1000 NORTH ALAMEDA STREET SUITE 230LOS ANGELESCA90012N/APCLOS ANGELES COUNTY CENTER FOR STRATEGIC PARTNERSHIPS$50,000
SUCCESS STORIES PROGRAM
1175 BAKER ST STE E19COSTA MESACA92626N/APCBUILDING SUPPORT FOR RESTORATIVE PRACTICES TO PREVENT DOMESTIC VIOLENCE$40,000
TAHIRIH JUSTICE CENTER
881 SNEATH LANE STE 115SAN BRUNOCA94065N/APCACT NOW: GENERAL OPERATING SUPPORT$100,000
THE ASPEN INSTITUTE
2300 N STREET NW SUITE 700WASHINGTONDC20037N/APCWOMEN IN THE ECONOMY CONVENING$30,000
THE ASPEN INSTITUTE
2300 N STREET NW SUITE 700WASHINGTONDC20037N/APCADVANCING ECONOMIC SECURITY$25,000
THE CAPACITY SHOP
548 MARKET ST PMB 555471SAN FRANCISCOCA941045401N/APCACT NOW: SUPPORT FOR POWER AND PROTECT OPERATIONS NETWORK$85,000
THE TRANSLATIN COALITION
3055 WILSHIRE BLVD STE 350LOS ANGELESCA90010N/APCGENERAL OPERATING SUPPORT$165,000
THE TRANSLATIN COALITION
3055 WILSHIRE BLVD STE 350LOS ANGELESCA90010N/APCGENERAL OPERATING SUPPORT$50,000
TIDES CENTER
PO BOX 889385LOS ANGELESCA900889385N/APCBUILD THE CAPACITY OF NONPROFIT ORGANIZATIONS TO GATHER FEEDBACK FROM THE COMMUNITIES THEY SERVE TO IMPROVE PROGRAM IMPACT$25,500
TIDES CENTER
PO BOX 889385LOS ANGELESCA900889385N/APCACT NOW: SUPPORTING DOMESTIC WORKER LEADERS$50,000
TIDES CENTER
PO BOX 889385LOS ANGELESCA900889385N/APCIMPROVING HOW MEDI-CAL MANAGED CARE PLANS ADDRESS AND PREVENT INTIMATE PARTNER VIOLENCE$500,000
TIDES CENTER
PO BOX 889385LOS ANGELESCA900889385N/APCBUILD THE CAPACITY OF NONPROFIT ORGANIZATIONS TO GATHER FEEDBACK FROM THE COMMUNITIES THEY SERVE TO IMPROVE PROGRAM IMPACT$127,500
TIDES FOUNDATION
1014 TORNEY AVESAN FRANCISCOCA94129N/APCPRACTITIONERS' VOICE CALIFORNIA$400,000
TIME FOR CHANGE FOUNDATION
PO BOX 25040SAN BERNARDINOCA92406N/APCEMERGING LEADERS$30,000
UNITED WAY OF THE BAY AREA
550 KEARNY STREET SUITE 1000SAN FRANCISCOCA94108N/APCOUTREACH TO SUPPORT INTERNAL REVENUE SERVICE (IRS) DIRECT FILE TOOL ADOPTION$50,000
UNITED WAYS OF CALIFORNIA
1107 FAIR OAKS AVE NBR 12SOUTH PASADENACA910303311N/APCADVANCING EQUITABLE ACCESS TO TAX CREDITS AND INCOME SUPPORTS$250,000
UNITED WAYS OF CALIFORNIA
1107 FAIR OAKS AVE NBR 12SOUTH PASADENACA910303311N/APCEXPANDING ACCESS AND SUPPORT FOR TAX FILERS$100,000
UNIVERSITY OF SOUTHERN CALIFORNIA
ANNENBERG SCHOOL FOR COMMUNICATIONLOS ANGELESCA90007N/APCSUPPORTING CALIFORNIA JOURNALISTS$685,000AND JOURNALISM 3502 WATT WAY
WAREHOUSE WORKER RESOURCE CENTER
521 N EUCLID AVEONTARIOCA91762N/APCACT NOW: SUPPORT FOR LOS ANGELES WORKER CENTER NETWORK$65,000
WATSONVILLE LAW CENTER
315 MAIN ST STE 207WATSONVILLECA950764624N/APCEMERGING LEADERS LEADERSHIP DEVELOPMENT$10,000
WATSONVILLE LAW CENTER
315 MAIN ST STE 207WATSONVILLECA950764624N/APCACT NOW: GENERAL OPERATING SUPPORT$50,000
WOMEN'S FOUNDATION OF CALIFORNIA
1301 CLAY ST 71719OAKLANDCA94612N/APCSUPPORTING THE DOMESTIC VIOLENCE HOUSING OPPORTUNITIES MEANS EVERYTHING (HOME) COHORT$475,000
WOMEN'S FOUNDATION OF CALIFORNIA
1301 CLAY ST 71719OAKLANDCA94612N/APCASSESSING OPPORTUNITIES FOR HOMELESSNESS AND DOMESTIC VIOLENCE COLLABORATION IN ORANGE COUNTY$77,050
YMCA OF SAN DIEGO COUNTY
3708 RUFFIN ROADSAN DIEGOCA92123N/APCSHARED SERVICES ALLIANCE$50,000
YWCA OF GLENDALE
735 EAST LEXINGTON DRIVEGLENDALECA91206N/APCGENERAL OPERATING SUPPORT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,231,699TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PUBLIC HEALTH INSTITUTE
555 12TH STREETOAKLANDCA946073601N/APCLEADERSHIP DEVELOPMENT FOR BERKELEY MEDIA STUDIES GROUP$13,248
PUBLIC HEALTH INSTITUTE
555 12TH STREETOAKLANDCA946073601N/APCDIALOGUE PROJECT MERCED COUNTY PILOT$35,000
VISIONARY WOMEN
9663 SOUTH SANTA MONICA BOULEVARDBEVERLY HILLSCA90212N/APCEMERGING LEADERS MATCHING FUND$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$78,248TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,375,111ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$537,541ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion18ExclusionCd
Exclusion$16,379ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,929,031ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,929,031TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE SHIELD OF CALIFORNIABusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1601 12TH STREETAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94607ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySTOCK DONATIONNoncashPropertyDesc
Fair Market Value$19,818,782FairMarketValueAmt
Received2025-12-16ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$70,350Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$70,350DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTEGRATED HUMAN SERVICES GROUPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16040 BELFAST WAYAddressLine1Txt
CityROSEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95747ZIPCd
FieldValueIRS element (for citing)
Grant2025-08-28GrantDt
Grant$50,000GrantAmt
Purpose Of GrantTO SUPPORT THE CONTINUATION OF CALAIM (CALIFORNIA ADVANCING AND INNOVATING MEDI-CAL) TECHNICAL ASSISTANCE WORK WITH DOMESTIC VIOLENCE ORGANIZATIONS ACROSS CALIFORNIA BY EXPANDING THE INITIATIVE TO ADDRESS THE VARIED IMPLEMENTATION NEEDS OBSERVED IN THE FIELD.PurposeOfGrantTxt
Any Diversion By GranteeNO DIVERSION OF GRANT FUNDS WAS FOUND.AnyDiversionByGranteeTxt
Dates Of Reports By GranteeFINAL REPORT: 12/01/25DatesOfReportsByGranteeTxt
Results Of VerificationBLUE SHIELD OF CALIFORNIA FOUNDATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)).ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierOTHER INCREASES AND DECREASES IN NET ASSETSIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART IIIFormAndLineReferenceDesc
Medium ExplanationASSETS OR FUND BALANCES:CALIFORNIA PHYSICIAN'S SERVICE (DBA BLUE SHIELD OF CALIFORNIA, INC.), A SUBSTANTIAL CONTRIBUTOR, PAID THE FOUNDATION'S STAFFING COST AND MUCH OF ITS ADMINISTRATIVE 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: $8,397,904.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockU.S. COMMON STOCKStockNm
EOY Book Value$29,697,638EOYBookValueAmt
EOYFMV$29,697,638EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOME FUNDSFMV$50,594,411$50,594,411
OTHER INVESTMENTSFMV$7,386$7,386

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INVESTMENT INCOME$157,477$85,289$85,289
EXCISE TAX RECEIVABLE$45,841$1,246$1,246

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescIN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIESDesc
Amt$8,397,904Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOARD MEETING EXPENSES$107,908$0$107,908
HONORARIA EXPENSES$27,732$0$27,732
INTERNAL/TEAM MEETINGS$27,643$0$27,643
IT / TELECOMMUNICATIONS$206,066$0$206,066
LICENSE & FEES$20$0$20
MARKETING$298,828$0$298,828
MEMBERSHIPS$167,104$0$167,104
OFFICE SUPPLIES$7,239$0$7,239
STAFF TRAINING & DEVELOPMENT$67,925$0$67,925
STATE FILING FEE$800$0$800
SUBSCRIPTIONS$9,900$0$9,900
ACCRUAL TO CASH ADJUSTMENT$0$0-$415,774
EVENTS - HOSTED$36,314$0$36,314

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$16,379RevenueAndExpensesPerBooksAmt
Adjusted Net Income$16,379AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$4,810,722
IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES$8,397,904

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$79,618BOYBookValueAmt
EOY Book Value$146,487EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROGRAM CONSULTING & EVALUATION$4,602,221$0$4,602,221
INVESTMENT MANAGEMENT FEES$9,788$9,788$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX EXPENSESCategoryTxt
Amt$387,464Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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