STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

UNITED HEALTH FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNITED HEALTH FOUNDATION (EIN 41-1941615)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-17
IRS object ID
202412919349101016
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-17T15:19:41-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 S 6TH ST 2300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411941615EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED HEALTH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone9529363662PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 HEALTH DRIVEAddressLine1Txt
CityEDEN PRAIRIECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55344ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS STANKIEWICZPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9529363662PhoneNum
Signature2024-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN A GRIESPreparerPersonNm
PTINP00078514PTIN
Phone6128764500PhoneNum
Preparation2024-10-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$134,181,078FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$602,979ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$386,272InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$386,272InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$989,251TotalRevAndExpnssAmt
Total Net Invst Incm$386,272TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$9,341LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$9,341LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,577AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$19,027AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,411,257OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$272OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,482,613OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$226,976TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$226,976TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$17,684PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$17,684PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$380,663OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$380,663OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,065,498TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$822TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,136,304TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,950,785ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,991,067ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,016,283TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$822TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,127,371TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$49,027,032ExcessRevenueOverExpensesAmt
Net Investment Income$385,450NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,845,802SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,605,313SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,605,313SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$126,575,765PledgesRcvblAmt
Pledges Rcvbl BOY$177,459,217PledgesRcvblBOYAmt
Pledges Rcvbl EOY$126,575,765PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$126,575,765PledgesRcvblEOYFMVAmt
Total Assets BOY$183,305,019TotalAssetsBOYAmt
Total Assets EOY$134,181,078TotalAssetsEOYAmt
Total Assets EOYFMV$134,181,078TotalAssetsEOYFMVAmt
Accounts Payable BOY$77,360AccountsPayableBOYAmt
Accounts Payable EOY$5,732AccountsPayableEOYAmt
Grants Payable BOY$5,039,710GrantsPayableBOYAmt
Grants Payable EOY$5,014,429GrantsPayableEOYAmt
Total Liabilities BOY$5,117,070TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,020,161TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$751,006NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,622,307NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$177,436,943DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$126,538,610DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$178,187,949TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$129,160,917TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$183,305,019TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$134,181,078TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$178,187,949TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$49,027,032ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$129,160,917SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$129,160,917TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,358InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,358SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,358TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,120EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,120TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,762OverpaymentAmt
Applied To ES Tax$5,762AppliedToESTaxAmt
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 Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
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.UNITEDHEALTHFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksDAN CHRISTOPHERSONIndividualWithBooksNm
Phone9529366059PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 HEALTH DRIVEAddressLine1Txt
CityEDEN PRAIRIECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55344ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TRACY MALONE
1 HEALTH DRIVEEDEN PRAIRIEMN55344PRESIDENT (OUTGOING)25.00$0$0$0
ANNE YAU
1 HEALTH DRIVEEDEN PRAIRIEMN55344PRESIDENT25.00$0$0$0
NORMAN WRIGHT
1 HEALTH DRIVEEDEN PRAIRIEMN55344CHAIRMAN (OUTGOING)0.50$0$0$0
PATRICIA LEWIS
1 HEALTH DRIVEEDEN PRAIRIEMN55344CHAIRMAN0.50$0$0$0
PETER RAINEY
1 HEALTH DRIVEEDEN PRAIRIEMN55344TREASURER (OUTGOING)0.50$0$0$0
DENNIS STANKIEWICZ
1 HEALTH DRIVEEDEN PRAIRIEMN55344TREASURER5.00$0$0$0
FARAZ CHOUDHRY
1 HEALTH DRIVEEDEN PRAIRIEMN55344SECRETARY0.50$0$0$0
KUAI LEONG
1 HEALTH DRIVEEDEN PRAIRIEMN55344ASSISTANT SECRETARY0.50$0$0$0
CORY ALEXANDER
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.50$0$0$0
HEATHER CIANFROCCO
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR (OUTGOING)0.50$0$0$0
TERRY CLARK
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.50$0$0$0
KRISTY DUFFEY
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR (OUTGOING)0.50$0$0$0
THAD JOHNSON
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.50$0$0$0
PHIL KAUFMAN
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR (OUTGOING)0.50$0$0$0
PATRICK CONWAY
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.50$0$0$0
RHONDA RANDALL
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.50$0$0$0
DAN SCHUMACHER
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.50$0$0$0
PHIL MCKOY
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.50$0$0$0
KRISTA NELSON
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.50$0$0$0
JENNIFER SMOTER
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.50$0$0$0
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 TypeServiceTypeTxtCompensationCompensationAmt
ARUNDEL METRICS
370 SELBY AVE SUITE 216ST PAULMN55102CONSULTING FOR AMERICA'S HEALTH RANKINGS$1,500,274
WPP GROUP USA
233 NORTH MICHIGAN AVE SUITE 1500CHICAGOIL60601CONSULTING FOR AMERICA'S HEALTH RANKINGS$1,197,068
FGH HOLDINGS
1025 F STREET NE 9TH FLOORWASHINGTONDC20004CONSULTING FOR KEY PROGRAMS AND GRANT VISIBILITY$976,846
RESERVOIR COMMUNICATIONS GROUP
607 14TH STREET NWWASHINGTONDC20005CONSULTING FOR AMERICA'S HEALTH RANKINGS$611,381
TEXAS HEALTH INSTITUTE
9111 JOLLYVILLE ROAD STE 280AUSTINTX78759CONSULTING FOR AMERICA'S HEALTH RANKINGS$406,400
FieldValueIRS element (for citing)
Contractor Paid Over50k6ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1AMERICA'S HEALTH RANKINGS:THE FOUNDATION CONDUCTS THE AMERICA'S HEALTH RANKINGS, WHICH IS A STATE-BY-STATE ANALYSIS OF THE NATION'S HEALTH. AMERICA'S HEALTH RANKINGS HAS SERVED AS A CALL TO ACTION FOR HEALTHIER PEOPLE AND THEIR COMMUNITIES FOR OVER 30 YEARS, AND HAS GROWN TO INCLUDE REPORTS THAT EXAMINE THE HEALTH OF SENIORS AGED 65+, WOMEN AND CHILDREN, AND THOSE WHO HAVE SERVED IN THE U.S. ARMED FORCES.Description1Txt
Expenses1$4,678,784Expenses1Amt
Description2TRANSFORMING HEALTH WITH COMMUNITIES:THE FOUNDATION IS COMMITTED TO SOURCING, DEVELOPING AND SUPPORTING INNOVATIVE AND EVIDENCE-BASED IDEAS THAT WILL HELP THE HEALTH SYSTEM WORK BETTER. TO DO THIS, WE IDENTIFY MEANINGFUL PARTNERS AND INITIATIVES THAT WE BELIEVE HAVE THE POTENTIAL TO LEAD TO IMPROVED ACCESS TO CARE, BETTER HEALTH OUTCOMES, AND HEALTHIER COMMUNITIES, AND ARE SCALABLE.Description2Txt
Expenses2$95,670Expenses2Amt
Description3FUTURE HEALTH WORKFORCE (INCLUDING LEGACY DIVERSE SCHOLARS INITIATIVE):WORKFORCE INVESTMENTS FOCUS ON PROMOTING EQUITY AND DIVERSITY IN THE HEALTH WORKFORCE, IMPROVING EXISTING CAPACITY, INVESTING IN FUTURE WORKFORCE NEEDS, IMPROVING ACCESS TO PRIMARY CARE; AND ENHANCING THE PROVIDER EXPERIENCE.Description3Txt
Expenses3$91,592Expenses3Amt
Description4DIVERSITY IN HEALTH CARE SCHOLARSHIP PROGRAM:THE DIVERSITY IN HEALTH CARE SCHOLARSHIP PROGRAM IS FOCUSED ON ACCELERATING PROGRESS IN ADVANCING HEALTH EQUITY. WE'RE PARTNERING WITH NATIONAL NONPROFIT ORGANIZATIONS TO PROVIDE SCHOLARSHIPS TO UNDERREPRESENTED STUDENTS SEEKING DEGREES THAT WILL LEAD TO CAREERS AS CLINICAL PROFESSIONALS AND PROVIDING SUPPORT TO CURRENT UNDERREPRESENTED HEALTH PROFESSIONALS TO HELP ADVANCE THEIR CREDENTIALS AND TRAINING IN NURSING, MENTAL HEALTH, MATERNAL HEALTH AND OTHER SPECIALTIES.Description4Txt
Expenses4$84,034Expenses4Amt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,535,676AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,535,676TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,535,676AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$188,035CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,347,641NetVlNoncharitableAssetsAmt
Minimum Investment Return$617,382MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$617,382MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,358TaxBasedOnInvestmentIncomeAmt
Total Tax$5,358TotalTaxAmt
Distributable Before Adj$612,024DistributableBeforeAdjAmt
Recoveries Qualfied Distri$5,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$617,024DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$617,024DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,127,371ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,127,371QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$617,024DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$39,611,555ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$43,141,921ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$74,147,511ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,490,714ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$47,062,141ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$250,453,842TotalExcessDistributionCyovAmt
Qualifying Distributions$50,127,371QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$617,024AppliedToCurrentYearAmt
Remaining Distri From Corpus$49,510,347RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$299,964,189TotalCorpusAmt
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$39,611,555ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$260,352,634ExcessDistriCyovToNextYrAmt
Excess From Year4$43,141,921ExcessFromYear4Amt
Excess From Year3$74,147,511ExcessFromYear3Amt
Excess From Year2$46,490,714ExcessFromYear2Amt
Excess From Year1$47,062,141ExcessFromYear1Amt
Excess From Current Year$49,510,347ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCountryRecipientForeignAddress/CountryCd
ACTIVE MINDS INC
2001 S STREET NW STE 700WASHINGTONDC20009N/APCACTIVE MINDS HOLISTIC APPROACH TO EXPAND MIDDLE SCHOOL MENTAL HEALTH EDUCATION$991,666
AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION
11400 TOMAHAWK CREEK PKWYLEAWOODKS66211N/APCAMERICAN ACADEMY OF FAMILY PHYSICIANS (AAFP): LEADING CHANGE FOR PHYSICIAN WELL-BEING$50,000
AMERICAN FRIENDS OF ULSTER UNIVERSITY
1350 AVENUE OF THE AMERICAS FLOOR 2NEW YORKNY10019N/APCUNITED HEALTH FOUNDATION IRELAND SCHOLARSHIP PROGRAM$55,207SUITE 266
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221N/APCDIVERSITY IN HEALTH CARE SCHOLARSHIP PROGRAM$700,416
AMERICAN NURSES FOUNDATION INC
8515 GEORGIA AVE STE 400SILVER SPRINGSMD20910N/APCBUILDING BLOCKS FOR BEATING BURNOUT: STRESS FIRST AID FOR NURSES$1,049,680
AMERICAN ONLINE GIVING FOUNDATION
40 EAST MAIN STREET SUITE 887NEWARKDE19711N/APCCORPORATE MATCH FOR EMPLOYEE GIVING PROGRAM$26,077,356
ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND
1850 M ST NW 245WASHINGTONDC20036N/APCDIVERSITY IN HEALTH CARE SCHOLARSHIP PROGRAM$717,250
ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
2231 CRYSTAL DR 450ARLINGTONVA222023740N/APCUNITED HEALTH FOUNDATION DONATION TO ASTHO$1,000
ATLANTIC TECHNOLOGICAL UNIVERSITY - DONEGAL
N/APCUNITED HEALTH FOUNDATION IRELAND SCHOLARSHIP PROGRAM$29,438PORT ROAD LETTERKENNY CO DONEGALF92-FC93 IRELANDEI
BEST PREP
7100 NORTHLAND CIR N STE 306BROOKLYN PARKMN55428N/APCUNITED HEALTH FOUNDATION 2023 CONTRIBUTION TO BEST PREP$10,000
BLACK EMOTIONAL AND MENTAL
HEALTH COLLECTIVE PO BOX 103033PASADENACA91189N/APCHEART SPACE - HEALING CIRCLES$167,843
CHILDRENS MINNESOTA FOUNDATION
5901 LINCOLN DRIVE MAIL STOPEDINAMN55436N/APCTACKLING HEALTHCARE DISPARITIES THROUGH COMMUNITY PARTNERSHIP AND THE CHILDRENS MN COLLECTIVE FOR COMMUNITY HEALTH$1,000,000CBC-3-FOUN
CHILDRENS NATIONAL MEDICAL CENTER
1 INVENTA PLACE WEST TOWER FL 3SILVER SPRINGMD20010N/APCINTEGRATED SCHOOL AND COMMUNITY CONNECTIONS TO IMPROVE HEALTH OUTCOMES FOR AT-RISK CHILDREN$1,119,856
CHILDRENS THEATRE COMPANY
2400 THIRD AVE SMINNEAPOLISMN554043597N/APCACT PASS TITLE SPONSORSHIP FOR 2023/2024 SEASON$25,000
CONGRESSIONAL BLACK CAUCUS FOUNDATION
1720 MASSACHUSETTS AVE NWWASHINGTONDC20036N/APCDIVERSITY IN HEALTH CARE SCHOLARSHIP PROGRAM$56,900
DELASALLE HIGH SCHOOL
1 DELASALLE DRIVEMINNEAPOLISMN55401N/APCSUPPORT MENTAL HEALTH PROGRAMMING FOR DELASALLE STUDENTS$20,000
DIRECT RELIEF
6100 WALLACE BECKNELL RDSANTA BARBARACA93117N/APCUNITED HEALTH FOUNDATION DONATION TO SUPPORT HUMANITARIAN RELIEF EFFORTS IN RESPONSE TO ISRAEL - HAMAS CONFLICT$500,000
EAST CAROLINA UNIVERSITY
209 EAST FIFTH STREET MAILSTOP 211GREENVILLENC278581821N/APCCARING FOR THE MENTAL HEALTH AND WELLBEING OF CHILDREN - USING TELEPSYCHIATRY TO ENHANCE ACCESS TO CARE AND PROMOTE WELL-BEING$1,034,004
FOUNDATION FOR SOCIAL CONNECTION
601 MASSACHUSETTS AVE NW STE 520WWASHINGTONDC200013743N/APCUNITED HEALTH FOUNDATION DONATION TO FOUNDATION FOR SOCIAL CONNECTION$5,000
GALWAY UNIVERSITY FOUNDATION INC
243 FIFTH AVENUE 111NEW YORKNY10016N/APCUNITED HEALTH FOUNDATION IRELAND SCHOLARSHIP PROGRAM$55,590
GUTHRIE THEATER
818 S 2ND STMINNEAPOLISMN55415N/APCUNITED HEALTH FOUNDATION SUPPORT OF THE GUTHRIE THEATER'S 2023-2024 SEASON$50,000
HAWAII COMMUNITY FOUNDATION
827 FORT ST MALLHONOLULUHI96813N/APCUNITED HEALTH FOUNDATION DONATION TO HAWAI'I COMMUNITY FOUNDATION IN RESPONSE TO THE HAWAII WILDFIRES$250,000
HEALTH ALLIANCE FOR THE UNINSURED
3000 UNITED FOUNDERS BLVDOKLAHOMA CITYOK73112N/APCSHARED SERVICES PROGRAM WITH BEHAVIORAL HEALTH INTERVENTIONS FOR DIABETIC PATIENTS AT FREE AND CHARITABLE CLINICS IN OK$620,951
HEALTHNET INC
3401 E RAYMOND STINDIANAPOLISIN462034744N/APCHEALTHNET MOBILE HEALTH/TELEHEALTH INITIATIVE$333,334
HISPANIC ASSOCIATION OF COLLEGES
4801 NW LOOP 410 STE 701SAN ANTONIOTX78229N/APCDIVERSITY IN HEALTH CARE SCHOLARSHIP PROGRAM$615,250
INDIAN HEALTH CARE RESOURCE CENTER
550 S PEORIATULSAOK74120N/APCPROTECTING OUR ELDERS$616,000
JACKIE ROBINSON FOUNDATION INC
75 VARICK ST 2ND FLRNEW YORKNY10013N/APCDIVERSE SCHOLARS INITIATIVE$235,000
MARY BIRD PERKINS CANCER CENTER
4950 ESSEN LNBATON ROUGELA708093432N/APCADDRESSING COLORECTAL AND PROSTATE CANCER HEALTH DISPARITIES ALONG THE CANCER CONTINUUM$414,700
MAUI FOOD BANK
760 KOLU STWAILUKUHI96793N/APCUNITED HEALTH FOUNDATION DONATION TO MAUI FOOD BANK IN RESPONSE TO HAWAII WILDFIRES$250,000
NATIONAL BLACK NURSES ASSN INC
8630 FENTON ST STE 910SILVER SPRINGMD20910N/APCDIVERSITY IN HEALTH CARE SCHOLARSHIP PROGRAM$136,350
NATIONAL HEALTH CARE FOR THE HOMELESS COUNCIL
604 GALLATIN AVE STE 106NASHVILLETN37206N/APCINTEGRATING MEDICAL CARE AND BEHAVIORAL HEALTH SERVICES IN MEDICAL RESPITE CARE (MRC) PROGRAMS$495,318
NATIONAL HISPANIC HEALTH FOUNDATION
1920 L ST NW 725WASHINGTONDC20036N/APCDIVERSITY IN HEALTH CARE SCHOLARSHIP PROGRAM$450,000
NATIONAL MEDICAL FELLOWSHIPS INC
1199 N FAIRFAX ST 600ALEXANDRIAVA22314N/APCDIVERSITY IN HEALTH CARE SCHOLARSHIP PROGRAM$668,000
NATIVE AMERICAN CONNECTIONS
3216 N 3RD STPHOENIXAZ85012N/APCTRULY INTEGRATED MODEL OF CARE - YOUR HOME FOR INTEGRATED WELLBEING$500,345
QUEENS UNIVERSITY BELFAST FOUNDATION
N/APCUNITED HEALTH FOUNDATION IRELAND SCHOLARSHIP PROGRAM$17,644LANYON BUILDING UNIVERSITYROADBELFAST BT7 1NNNORTHERN IRELANDEI
RAINBOW HEALTH
2577 W TERRITORIAL RDST PAULMN55114N/APCRAINBOW HEALTHS INTEGRATIVE CARE PROGRAM FOR LGBTQ+ AND BIPOC YOUNG ADULTS$720,674
ROYAL COLLEGE OF SURGEONS IN IRELAND
N/APCUNITED HEALTH FOUNDATION IRELAND SCHOLARSHIP PROGRAM$10,586121 ST STEPHENS GREEN DUBLIN 2IRELANDEI
SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EFAIRFIELDCT06825N/APCUNITED HEALTH FOUNDATION DONATION TO SAVE THE CHILDREN TO SUPPORT HUMANITARIAN RELIEF EFFORTS IN RESPONSE TO ISRAEL - HAMAS CONFLICT$500,000
SCHOLARSHIP AMERICA
PO BOX 772514DETROITMI482772514N/APCDIVERISTY IN HEALTH CARE SCHOLARSHIP PROGRAM$2,636,105
THE ARC OF THE UNITED STATES
2000 PENNSYLVANIA AVE NW SUITE 500WASHINGTONDC20006N/APCNAVIGATING CO-OCCURRING INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND MENTAL HEALTH (MH) NEEDS$278,774
THE HISPANIC FEDERATION
55 EXCHANGE PLACE STE 501NEW YORKNY10005N/APCJUNTOS POR UNA VIDA SALUDABLE! (TOGETHER FOR A HEALTHY LIFE) TYPE 2 DIABETES PREVENTION PROGRAM$486,564
THE MV3 FOUNDATION
526 CABOT MAIL CENTERCAMBRIDGEMA02138N/APCUNITED HEALTH FOUNDATION DONATION TO MV3 FOUNDATION$50,000
THURGOOD MARSHALL COLLEGE FUND INC
901 F ST NW STE 700WASHINGTONDC20004N/APCDIVERSITY IN HEALTH CARE SCHOLARSHIP PROGRAM$375,000
UNITED NEGRO COLLEGE FUND INC
1805 7TH ST NWWASHINGTONDC20001N/APCDIVERSITY IN HEALTH CARE SCHOLARSHIP PROGRAM$549,266
UNIVERSITY OF NORTH CAROLINA
PO BOX 402420ATLANTAGA30384N/APCUNC SUPPORT OF AHR 2023 SCIENTIFIC ADVISORY COUNCIL$40,000
WALKER ART CENTER
725 VINELAND PLMINNEAPOLISMN55403N/APCUNITED HEALTH FOUNDATION SUPPORT OF 2024 WALKER ART CENTER TOUR PROGRAMS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,991,067TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ONLINE GIVING FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line140 EAST MAIN STREET SUITE 887AddressLine1Txt
CityNEWARKCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19711ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCORPORATE MATCH FOR EMPLOYEE GIVING PROGRAMGrantOrContributionPurposeTxt
Amt$4,939,429Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,939,429TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$386,272ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$386,272ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$386,272TotalIncomeProducingActyAmt

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 Line1UNITEDHEALTH GROUPBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 HEALTH DRIVEAddressLine1Txt
CityEDEN PRAIRIECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55344ZIPCd
FieldValueIRS element (for citing)
Total Contributions$602,979TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT AND TAX PREPARATIONCategoryTxt
Amt$19,577Amt
Net Investment Income$550NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,027DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL-CORPORATECategoryTxt
Legal Fees$9,341LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,341DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$1,939$0$1,939
OTHER MISCELLANEOUS EXPENSES$1,005$0$1,005
ADVERTISING$377,719$0$377,719

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT SERVICES$4,410,985$0$4,482,613
INVESTMENT FEES$272$272$0