2023-01-13T13:27:24-06:00 2022-02-28 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2021-03-01 131562656 UNITED HOSPITAL FUND OF NEW YORK UNIT 2124940700 1411 BROADWAY 12TH FLOOR NEW YORK NY 10018 QUINCY MCLAIN VICE PRESIDENT & CFO 2124940700 2023-01-13 1 QUINCY MCLAIN XXX-XX-XXXX DANIEL ROMANO P00504182 2125990100 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z OXIRIS BARBOT MD 1411 BROADWAY 12TH FLOOR NEW YORK NY 10018 32979146 0 X WWW.UHFNYC.ORG X 1879 NY WORKING TO BUILD AN EFFECTIVE AND EQUITABLE HEALTH CARE SYSTEM FOR EVERY NEW YORKER. (SEE SCH. O) 23 22 46 26 -2555 0 4385283 4659352 881808 614147 17316750 4863270 -51426 270031 22532415 10406800 465000 365000 0 0 6929749 6558980 0 0 811143 3734641 3383221 11129390 10307201 11403025 99599 122092801 118804052 4242642 2924343 117850159 115879709 X UNITED HOSPITAL FUND WORKS TO BUILD AN EFFECTIVE AND EQUITABLE HEALTH CARE SYSTEM FOR EVERY NEW YORKER. AN INDEPENDENT, NONPROFIT ORGANIZATION, WE ARE A FORCE FOR IMPROVEMENT, ANALYZING PUBLIC POLICY TO INFORM DECISION-MAKERS, FINDING COMMON GROUND AMONG DIVERSE STAKEHOLDERS, AND DEVELOPING AND SUPPORTING INNOVATIVE PROGRAMS THAT IMPROVE HEALTH AND HEALTH CARE. WE WORK TO DISMANTLE BARRIERS IN HEALTH POLICY AND HEALTH CARE DELIVERY THAT PREVENT EQUITABLE OPPORTUNITIES FOR HEALTH. 0 0 1080140 0 0 SEE SCHEDULE OUHF'S QUALITY INSTITUTE WORKS TO IMPROVE HEALTH AND HEALTH CARE QUALITY IN NEW YORK BY IDENTIFYING AND SPREADING BEST PRACTICES ACROSS THE CONTINUUM OF CARE, DEVELOPING THE NEXT GENERATION OF QUALITY IMPROVEMENT LEADERS, AND HELPING TO ACHIEVE CONSENSUS ON THE MOST EFFECTIVE QUALITY ASSESSMENT MEASURES AND PATIENT ENGAGEMENT STRATEGIES. THE QUALITY INSTITUTE BUILDS ON UHF'S DECADE-LONG EXPERIENCE IN IMPLEMENTING HEALTH CARE QUALITY INITIATIVES AND GRANT-MAKING ACTIVITIES AS WELL AS ITS ROLE AS A NEUTRAL AND TRUSTED CONVENER OF DIVERSE STAKEHOLDERS IN THE HEALTH CARE COMMUNITY. UHF CONTINUED ITS WORK IN 2021 ON BEHALF OF THE NEW YORK STATE DEPARTMENT OF HEALTH TO IMPROVE TRANSPARENCY AND PUBLIC REPORTING TO BETTER SUPPORT CONSUMER DECISION MAKING. BUILDING ON PREVIOUS WORK ON HOSPITAL AND PRIMARY CARE QUALITY RATINGS, WORK IN 2021 FINALIZED AND PUBLISHED THE RESULTS OF A WORKGROUP FOCUSED ON DEVELOPING AND PRESENTING MEANINGFUL AND USER-FRIENDLY PRICING INFORMATION AND RESOURCES FOR A STATE WEBSITE DESIGNED TO SUPPORT CONSUMERS' HEALTH CARE JOURNEY. UHF COLLABORATED WITH THE ORGANIZATION BY CONVENING A MULTI-STAKEHOLDER WORKGROUP MADE UP OF PARTICIPANTS FROM CONSUMER ADVOCACY GROUPS, PROVIDERS, PAYERS, PROFESSIONAL AND TRADE ORGANIZATIONS, FOUNDATIONS, NONPROFITS, AND CONSULTING ORGANIZATIONS. UHF'S SYNTHESIS OF THE PROJECT, "NEW YOUR STATE DEPARTMENT OF HEALTH PRICE METHODOLOGY WORKGROUP: FINAL RECOMMENDATIONS" WAS PUBLISHED IN 2021 UHF, PARTNERING WITH GREATER NEW YORK HOSPITAL ASSOCIATION (GNYHA), GRADUATED THE 12TH CLASS OF ITS CLINICAL QUALITY FELLOWSHIP PROGRAM, AND SELECTED A NEW FELLOWSHIP CLASS OF 30 PHYSICIANS, NURSES, AND PHYSICIAN ASSISTANTS, MATCHING THE LARGEST EVER CLASS SIZE. THE PROGRAM SUPPORTS THE TRAINING AND PROFESSIONAL DEVELOPMENT OF EARLY AND MID-CAREER CLINICIANS FROM HOSPITALS ACROSS THE REGION TO HELP THEM TO LEAD AND CHAMPION QUALITY IMPROVEMENT INITIATIVES IN THEIR OWN INSTITUTIONS. THE QUALITY INSTITUTE COMPLETED A PROJECT IN 2021 USING PATIENT-CENTERED CO-DESIGN METHODS TO INVOLVE PRIMARY CARE PROVIDERS FROM A LARGE HEALTH SYSTEM AND THEIR PATIENTS IN THE DEVELOPMENT OF A PROTOTYPE DASHBOARD TO SUPPORT BETTER COMMUNICATION BETWEEN PATIENTS AND THEIR PROVIDERS. THIS 'HOW'S MY HEALTH DASHBOARD' PROJECT RESULTED IN PUBLICATION OF A HIGHLY REGARDED REPORT, "DESIGNING A DIGITAL PLATFORM TO MONITOR HEALTH STATUS AND FOSTER TRUST BETWEEN PATIENTS AND CLINICIANS. CO-DESIGN WORK INFORMING THE FINAL REPORT INCLUDED INTERVIEWS ABOUT USE OF HEALTH INFORMATION TECHNOLOGY, CREATING THE CONTENT AND DESIGN OF THE DASHBOARD, USER FEEDBACK ABOUT THE PROTOTYPE, AND ASSESSING INDIVIDUAL, ORGANIZATIONAL, AND CULTURAL FACTORS THAT WOULD FACILITATE ITS ADOPTION.A PROJECT CONCLUDED THAT BROUGHT TOGETHER EIGHT SKILLED NURSING FACILITIES TO COLLABORATE ON CREATING SAFER AND MORE EFFECTIVE TRANSITIONS BACK HOME FOR SHORT STAY RESIDENTS. THE COLLABORATIVE IMPROVED TRANSITION PLANNING SO THAT IT BETTER ALIGNS WITH THE NEEDS AND PRIORITIES OF OLDER, VULNERABLE PATIENTS AND THEIR FAMILY CAREGIVERS. PARTICIPANTS ARE ADDRESSING GAPS IN CARE COORDINATION, CONTINUITY, COMMUNICATION, AND MEDICATION MANAGEMENT THROUGH INTERVENTIONS BASED ON SUCCESSFUL TRANSITIONAL MODELS OF CARE. THE RESULTING REPORT "HEADING HOME FROM A SKILLED NURSING FACILITY: INTERVENTIONS AND TOOLS FOR IMPROVING THE TRANSITION" WAS RELEASED NEAR THE END OF THE FISCAL YEAR. UHF CONTINUED ITS QUALITY LEADERS FORUM IN 2021 PROVIDING AN OPPORTUNITY FOR REGIONAL CLINICAL QUALITY LEADERS TO ADDRESS CURRENT ISSUES THROUGH INTIMATE DISCUSSIONS WITH LOCAL AND NATIONAL EXPERTS. VIRTUAL FORUM MEETINGS IN 2021 INCLUDED CONVERSATIONS WITH THE COMMISSIONER OF THE NEW YORK CITY DEPARTMENT OF HEALTH AND MENTAL HYGIENE ON COVID-19, A PANEL OF NEW YORK CITY QUALITY LEADERS ON HEALTH EQUITY, AN INSTITUTE FOR HEALTHCARE IMPROVEMENT EXECUTIVE ON WHAT MATTERS TO PATIENTS, AND A UK NATIONAL HEALTH SERVICE LEADER ON SIMPLE TOOLS FOR DRIVING ORGANIZATION AND SYSTEM CHANGE. 1035270 0 0 SEE SCHEDULE OUHF'S CLINICAL-COMMUNITY PARTNERSHIPS PRIORITY AREA WORKS AT THE INTERSECTION OF HEALTH CARE, SOCIAL SERVICE AGENCIES, AND COMMUNITIES TO ADDRESS STRESSORS LIKE INADEQUATE HOUSING, UNEMPLOYMENT, POOR NUTRITION, AND POVERTY KNOWN AS "SOCIAL DETERMINANTS OF HEALTH" THAT CAN CAUSE LASTING, LIFELONG EFFECTS ON PHYSICAL AND EMOTIONAL WELL-BEING. WORK IN THIS PRIORITY AREA IN 2021 CONTINUED TO EXPAND BEYOND THE SIGNIFICANT FOCUS ON EARLY CHILDHOOD HEALTH AND WELL-BEING. UHF PUBLISHED "PROFILES IN INTEGRATED FAMILYCARE," A REPORT FEATURING THE STORIES OF FIVE PROVIDERS ACROSS VERY DIFFERENT DELIVERY SYSTEM SETTINGS THAT ARE ALL ACTIVELY IMPLEMENTING ELEMENTS OF THE PREVIOUSLY PUBLISHED UHF INTEGRATED FAMILY CARE RUBRIC. UHF ALSO PUBLISHED "FOOD INSECURITY AND HEALTHCARE: ADDRESSING FOOD INSECURITY THROUGH THE HEALTH CARE SYSTEM IN NEW YORK. THIS WORK CONDUCTED IN PARTNERSHIP WITH BOSTON CONSULTING GROUP MEASURED THE SCALE OF FOOD INSECURITY IN HEW YORK, ASSESSED THE ROLE THAT HEALTH CARE SYSTEMS CAN PLAY IN ADDRESSING THE FOOD INSECURITY, AND REVIEWED POTENTIAL POLICY AND PROGRAMMATIC INTERVENTIONS TO LESSEN THE BURDEN OF FOOD INSECURITY ON NEW YORK INDIVIDUALS AND FAMILIES. AN ACCOMPANYING COMMENTARY DISCUSSED THE ROLE OF SYSTEMIC RACISM IN FOOD INSECURITY AND THE POTENTIAL FOR HEALTH CARE TO PARTNER WITH COMMUNITY-BASED SOCIAL SERVICE ORGANIZATIONS TO ADDRESS THOSE SYSTEMIC INEQUITIES. THE CHILDREN'S HEALTH INITIATIVE COMPLETED A SECOND YEAR OF THE PEDIATRICS FOR AN EQUITABLE DEVELOPMENTAL START (PEDS) LEARNING NETWORK IN 2021. THE NETWORK AIMS TO REDUCE INEQUITIES IN CHILDHOOD BY INCREASING THE NUMBER OF YOUNG CHILDREN RECEIVING PRIMARY CARE-BASED INTERVENTIONS THAT PROMOTE HEALTHY DEVELOPMENT, ADDRESS UNMET SOCIAL AND DEVELOPMENTAL NEEDS, AND STRENGTHEN FAMILIES. A CLASS OF EIGHT INAUGURAL PEDS FELLOWS GRADUATED FROM A 15-MONTH PROGRAM PROVIDING MENTORSHIP, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, AND A STIPEND TO IMPLEMENT AN EQUITY-FOCUSED, CHILD HEALTH PROJECT IN THEIR WORK. PROJECTS RANGED FROM DEVELOPMENTAL MILESTONES FOR NON-ENGLISH-SPEAKING FAMILIES TO AN INDOOR GARDEN CONNECTED TO HEALTHY FOOD SUPPORTS IN THE COMMUNITY. ADDITIONAL PROGRAMMING WAS PROVIDED TO A GROWING NETWORK OF CHILD-SERVING STAKEHOLDERS WITH A FOCUS ON EQUITY IN EARLY CHILDHOOD CARE. A LARGE ONLINE RESOURCE CENTER CONTINUED TO GROW, PROVIDING PRACTICAL TIPS AND ANNOTATED LISTS OF RESOURCES AND READINGS TO SUPPORT PRACTITIONERS IN FOUNDATIONAL TOPICS INCLUDING SOCIAL NEEDS OF YOUNG CHILDREN AND FAMILIES, BEHAVIORAL HEALTH SCREENING, WAYS TO SUPPORT AND PARTNER WITH PARENTS, WORKFORCE TRAINING IN EQUITY, AND MORE. 980829 0 598147 SEE SCHEDULE OUHF'S MEDICAID INSTITUTE WORKS TO EFFECT POSITIVE CHANGE IN THE DESIGN AND OPERATION OF NEW YORK STATE'S MEDICAID PROGRAM, WHICH SERVES MORE THAN 6 MILLION NEW YORKERS AND ACCOUNTS FOR SPENDING OF APPROXIMATELY $90 BILLION ANNUALLY. MEDICAID ACCOUNTS FOR ABOUT A THIRD OF THE STATE'S HEALTH CARE ECONOMY. THE MEDICAID INSTITUTE PRODUCES RESEARCH, ANALYSIS, AND PUBLICATIONS THAT INFORM POLICY DISCUSSIONS AT EVERY STAGE AND LEVEL, AND CONVENES MEETINGS, AND CONFERENCES WITH GOVERNMENT OFFICIALS, HEALTH CARE PROVIDERS, INSURERS, PROGRAM ADMINISTRATORS, ADVOCATES, AND OTHER MAJOR STAKEHOLDERS, TO IDENTIFY AND ADDRESS IMPORTANT ISSUES AFFECTING BOTH HEALTH CARE PROVIDERS AND BENEFICIARIES. IN 2021, THE MEDICAID INSTITUTE CONDUCTED BACKGROUND RESEARCH FOR THE NEW YORK STATE MEDICAID PROGRAM ON TOPICS INCLUDING CHILDREN'S HEALTH, MEDICAL RESPITE SERVICES FOR INDIVIDUALS EXPERIENCING HOMELESSNESS, CHRONIC DISEASE MANAGEMENT, AND HEALTH EQUITY. THE INSTITUTE ALSO PUBLISHED "IMPROVING NUTRITION AND INFANT HEALTH THROUGH WIC: OPPORTUNITIES DURING AND BEYOND A PUBLIC HEALTH CRISIS." RECOGNIZING THE REALITY OF FOOD INSECURITY FOR MANY NEW YORKERS WHO ARE ENROLLED IN MEDICAID, THE BRIEF FOCUSED ON HOW MEDICAID PLANS AND PROVIDERS CAN IMPROVE INFANT HEALTH AND REDUCE LOW BIRTHWEIGHT IN THE STATE BY LEVERAGING WIC TO REDUCE FOOD INSECURITY. MEDICAID INSTITUTE PROVIDED STAFF LEVEL SUPPORT TO THE STATE FOR THE CHILDREN'S HEALTH VALUE-BASED PAYMENT SUBCOMMITTEE AND CLINICAL ADVISORY GROUP CHARGED WITH REVIEWING AND RECOMMENDING VALUE-BASED PAYMENT MEASURES FOR NEW YORK'S MEDICAID PROGRAM. STAFF ALSO SUPPORTED ONGOING IMPLEMENTATION OF THE STATE'S FIRST 1,000 DAYS ON MEDICAID INITIATIVE. UHF ALSO SPONSORED ITS ANNUAL MEDICAID CONFERENCE, KEYNOTED BY THE STATE MEDICAID DIRECTOR BRETT FRIEDMAN, AND VIRTUALLY ATTENDED BY MORE THAN 600 HEALTH CARE POLICY MAKERS, PROVIDERS, INSURERS, AND COMMUNITY ORGANIZATION. 3106496 365000 16000 AS THE PANDEMIC CONTINUED TO WREAK HAVOC ON THE HEALTH CARE SYSTEM AND HEALTH INSURANCE MARKETS IN NEW YOUR, UHF CONTINUED TO PROVIDE DEEP INSIGHTS IN 2021 FOR CONSUMERS AND POLICY MAKERS ALIKE AS THEY NAVIGATED THE CONSTANTLY SHIFTING LANDSCAPE. UHF'S HEALTH INSURANCE PROJECT RELEASED THREE REPORTS FOCUSED ON COVERAGE AFFORDABILITY IN THE CONTEXT OF FEDERAL PANDEMIC RELIEF. "A SHOT IN THE ARM: AMERICAN RESCUE PLAN ACT BOOSTS HEALTH COVERAGE AFFORDABILITY" FOCUSED ON INCREASED SUBSIDIES AND PREMIUM TAX CREDITS FOR MORE NEW YORKERS. "EXTRA COVERAGE HELP UNDER THE AMERICAN RESCUE PLAN FOR NEW YORKERS WHO LOST JOBS AND JOB-BASED INSURANCE" REVIEWED OPTIONS FOR MORE AFFORDABLE EMPLOYER CONTINUATION COVERAGE, SUPPORTS FOR THOSE WORKERS WHO RECEIVED UNEMPLOYMENT BENEFITS IN 2021, AND PROTECTIONS FOR CONSUMERS FROM REPAYING PREVIOUSLY RECEIVED PREMIUM TAX CREDITS. "AFTER THE AMERICAN RESCUE PLAN: TRICK OR TREAT?" ASSESSED THE POTENTIAL OF COVERAGE LOSSES IN NEW YORK WITHOUT CONTINUING FEDERAL SUPPORT OUTLINED IN THE PREVIOUS REPORTS. THROUGHOUT THE YEAR, COVID-19 CONTINUED TO IMPACT THE COMMUNITY AND GUIDE UHF'S WORK. A COMMENTARY SERIES INITIATED IN 2020 CONTINUED IN 2021 WITH 6 INTERNAL AND EXTERNALLY WRITTEN PIECES FOCUSING ON COVID ISSUES RANGING FROM VACCINES FOR INDIVIDUALS WITH DISABILITIES TO SUPPORTING THE ASIAN AMERICAN COMMUNITY RECOVERY FROM THE PANDEMIC. THE SERIES ALSO GREW TO INCLUDE NON-COVID TOPICS INCLUDING LANGUAGE ACCESS AND EFFECTIVE SPENDING OF OPIOID SETTLEMENT FUNDS. HEALTH EQUITY AND COVID-19 PRACTICE INNOVATIONS WERE THE MAIN TOPICS OF THE 32ND ANNUAL SYMPOSIUM ON HEALTH CARE SERVICES IN NEW YORK: RESEARCH AND PRACTICE, JOINTLY SPONSORED BY UNITED HOSPITAL FUND AND THE GREATER NEW YORK HOSPITAL ASSOCIATION. MORE THAN 100 PARTICIPANTS JOINED FOR A KEYNOTE PRESENTATION BY AMA SENIOR VICE PRESIDENT AND CHIEF HEALTH EQUITY OFFICER ALETHA MAYBAK, TWO PANELS FOCUSED ON COVID-19 VACCINES AND IMPACTED SUBPOPULATIONS RESPECTIVELY, AND A VIDEO POSTER SESSION PRESENTING AN ARRAY OF HEALTH SERVICES RESEARCH FROM THE FIELD. UHF AWARDED $365,000 IN GRANTS IN FY22 TO SUPPORT ONGOING PROGRAMS TO IMPROVE TRANSITIONS OF CARE FROM SKILLED NURSING FACILITIES TO HOME, AND TO SUPPORT CLINICAL QUALITY IMPROVEMENT TRAINING AND SPECIALLY ACCESS WORK WITH NEW YORK AREA PROVIDERS.OTHER PROGRAM EXPENSE DESCRIPTION EXPENSES REVENUEPUBLICATIONS AND INFO. SERVICES $1,340,144 $0LIBRARY $603,099 $0GRANT $584,923 $16,000INSURANCE ACCESS $316,640 $0PROGRAM GENERAL $261,690 $0 3106496 365000 16000 6202735 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 41 0 1 46 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD ME MI MN MS ND NH NJ NM NY OR PA RI SC TN UT VA WI X X QUINCY MCLAIN 2124940700 1411 BROADWAY 12TH FLOOR NEW YORK NY 10018 ANTHONY SHIH MD PRESIDENT 35.00 0.00 X X 509515 0 40465 JOHN C SIMONS CHAIRMAN 2.00 0.00 X X 0 0 0 J BARCLAY COLLINS II CHAIRMAN EMERITUS 2.00 0.00 X X 0 0 0 JO IVEY BOUFFORD MD VICE CHAIRMAN 2.00 0.00 X X 0 0 0 OXIRIS BARBOT MD DIRECTOR (AS OF 06/2021) 2.00 0.00 X 0 0 0 NEERA CHAUDHARY DIRECTOR (AS OF 06/2021) 2.00 0.00 X 0 0 0 DALE C CHRISTENSEN JR DIRECTOR 2.00 0.00 X 0 0 0 MARGARET CROTTY DIRECTOR 2.00 0.00 X 0 0 0 SAMUEL J DANIEL MDFACPFACG DIRECTOR 2.00 0.00 X 0 0 0 CHRISTOPHER DURAND DIRECTOR 2.00 0.00 X 0 0 0 ROBERT GALVIN MD DIRECTOR 2.00 0.00 X 0 0 0 JENNIFER L HOWSE PHD DIRECTOR (THRU 06/2021) 2.00 0.00 X 0 0 0 EUGENE KEILIN DIRECTOR 2.00 0.00 X 0 0 0 CARY A KRAVET DIRECTOR 2.00 0.00 X 0 0 0 JOSH N KURILOFF DIRECTOR 2.00 0.00 X 0 0 0 MEERA MANI MD DIRECTOR 2.00 0.00 X 0 0 0 HOWARD P MILSTEIN DIRECTOR 2.00 0.00 X 0 0 0 SUSANA R MORALES MD DIRECTOR 2.00 0.00 X 0 0 0 ROBERT C OSBORNE JR DIRECTOR 2.00 0.00 X 0 0 0 SEUN SALAMI DIRECTOR 2.00 0.00 X 0 0 0 ANTHONY SHORRIS DIRECTOR 2.00 0.00 X 0 0 0 EILEEN M SULLIVAN-MARX PHDRN DIRECTOR 2.00 0.00 X 0 0 0 MARY BETH C TULLY DIRECTOR 2.00 0.00 X 0 0 0 BARBARA YASTINE DIRECTOR 2.00 0.00 X 0 0 0 SHEILA ABRAMS SENIOR VICE PRESIDENT (THRU 05/2021) 35.00 0.00 X 415083 0 30403 SALLY ROGERS SENIOR VICE PRESIDENT 35.00 0.00 X 295700 0 42262 CHAD SHEARER SENIOR VICE PRESIDENT 35.00 0.00 X 283035 0 31566 QUINCY MCLAIN VICE PRESIDENT & CFO 35.00 0.00 X 199293 0 46901 VAUGHN MURRIA VICE PRESIDENT 35.00 0.00 X 194618 0 26678 AMANDA WILLIAMS CORPORATE SECRETARY 40.00 0.00 X 108293 0 30304 ANNE-MARIE AUDET SENIOR MEDICAL OFFICER 21.00 0.00 X 188177 0 29386 PETER NEWELL DIRECTOR, HEALTH INSURANCE 35.00 0.00 X 188047 0 19733 ADAM FIFIELD DIRECTOR, COMMUNICATIONS 35.00 0.00 X 169404 0 41268 CATHERINE ARNST DIRECTOR, PUBLIC INFORMATION 35.00 0.00 X 166625 0 33327 JOAN CUZIK DIRECTOR, QUALITY 35.00 0.00 X 158764 0 50561 2876554 0 422854 22 0 1 0 MANATT PHELPS & PHILLIPS LLP 7 TIMES SQUARE NEW YORK NY 10036 CONSULTING SERVICES 300000 1 1327949 853447 2477956 1728 4659352 EXCHANGE REVENUE 900099 598147 598147 CONFERENCE 900099 15000 15000 RESEARCH SYMPOSIUM 900099 1000 1000 614147 220823 -2555 223378 27175800 22533353 4642447 4642447 4642447 0 1327949 38993 -38993 -38993 LICENSE FEES 900099 308172 308172 MISCELLANEOUS INCOME 900099 852 852 309024 10406800 614147 -2555 5135856 365000 365000 2154571 1351769 646096 156706 3221880 2059179 926738 235963 279399 129890 131146 18363 581248 270216 272830 38202 321882 149640 151088 21154 35842 35842 90080 90080 95750 95750 105218 105218 802513 669168 129518 3827 189327 82194 70928 36205 110154 26879 65588 17687 1067715 496732 474599 96384 2716 2272 444 77221 51436 13066 12719 275109 147776 96316 31017 111362 60052 38754 12556 DUES & SUBSCRIPTIONS 98323 65441 29572 3310 COVID CANCELLATION FEES 81000 3701 8864 68435 PRINTING & PUBLISHING 76605 30905 45700 BOOKS & DATA PURCHASES 117 117 164169 144735 6519 12915 10307201 6202735 3293323 811143 2910512 2977991 325293 325205 1315526 732283 128507 132560 303019 370169 3882371 2765066 1325178 1117305 1747495 1308802 109323188 107006853 4714083 4832884 122092801 118804052 834277 724398 427575 369232 2980790 1830713 4242642 2924343 X 90282795 89006273 27567364 26873436 117850159 115879709 122092801 118804052 X 99599 -2233821 163772 X 0 1 X 1 0 X 5130787 3809853 5259948 4385283 4659352 23245223 5130787 3809853 5259948 4385283 4659352 23245223 2758883 20486340 610962 796102 972589 313117 223378 2916148 158085 152835 203561 309024 823505 26984876 1727286 0.75920 0.80810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM EVENTS - 2017 AMOUNT: $ 155,600. 2018 AMOUNT: $ 152,800. 2019 AMOUNT: $ 155,100. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. MISC INCOME - 2017 AMOUNT: $ 2,485. 2018 AMOUNT: $ 35. 2019 AMOUNT: $ 48,461. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 852. LICENSE FEES - 2021 AMOUNT: $ 308,172. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 95750 0 0 95750 0 PART II-B, LINE 1: AMOUNTS INCURRED FOR LOBBYING WERE FOR DIRECT CONTACT WITH LEGISLATORS AND OTHER STATE OFFICIALS, TO DETERMINE THOSE BUDGETARY APPROPRIATIONS THAT WOULD SUPPORT THE ORGANIZATION'S PROGRAMS. 110484207 2304196 5095899 107692504 92374648 23751607 5642048 110484207 92075720 5828930 5530002 92374648 97400019 1977317 7301616 92075720 93210010 10541959 6351950 97400019 0.81010 0.02260 0.16730 0 0 2955852 2053150 902702 926519 711916 214603 1117305 HEDGE FUNDS - DIRECTIONAL 2200076 F HEDGE FUNDS - NON DIRECTIONAL 103820531 F PRIVATE REAL ESTATES 986246 F 107006853 DEFERRED RENT OBLIGATION 1452247 ACCRUED POSTRETIREMENT BENEFIT 378466 1830713 X 8719432 -2233821 500000 151671 -1582150 10301582 105218 105218 10406800 10689882 500000 500000 10189882 105218 12101 117319 10307201 PART X, LINE 2: UHF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO UHF'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. UHF DID NOT RECOGNIZE ANY UNRELATED BUSINESS INCOME TAX LIABILITY AT FEBRUARY 28, 2022 OR 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: POSTRETIREMENT RELATED CHANGES 32,869. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 118,802. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESCINDED/REFUNDED GRANTS 12,101. PART XI, LINE 2D: OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS NOT INCLUDED IN 990 - INVESTMENT RETURN DESIGNATED FOR CURRENT OPERATIONS - UHF MAINTAINS AN INVESTMENT POOL FOR CERTAIN INVESTMENTS. ITS BOARD OF DIRECTORS HAS AUTHORIZED A POLICY TO PROVIDE A PREDICTABLE FLOW OF FUNDS TO SUPPORT OPERATIONS. THE POLICY PERMITS ALLOCATION BASED ON TRAILING MOVING AVERAGE OF THE POOL CALCULATED AS OF THE CALENDAR YEAR-END, AS OPERATING INCOME IN THE FOLLOWING FISCAL YEAR, EVEN IN THE EVENT THE ACTUAL RETURN ACHIEVED IS INADEQUATE TO MEET THE ALLOCATION. THE ALLOCATION AUTHORIZED WAS 5.5%. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 103937 0 0 0 0 0 0 103937 0 103937 1 0 1 1 1 0 PART III ACCOUNTING METHOD: PART IV, FOREIGN FORMS: THE UNITED HOSPITAL FUND INVESTS IN DOMESTIC AND FOREIGN ALTERNATIVE INVESTMENTS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. UHF'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLD REQUIRED FOR FILING FORM 926, 5471, 8621, AND 8865; TO THE EXTENT THAT THE ORGANIZATION IS REQUIRED TO FILE THESE FORMS, THEY HAVE BEEN ATTACHED TO THE ORGANIZATION'S FORM 990-T. GALA 979850 979850 4105 TRIBUTE 348099 348099 34888 1327949 1327949 38993 38993 -38993 SCHEDULE G, PART II: FUND-RAISING EVENTS BEGINNING IN MARCH 2020, UNITED HOSPITAL FUND OF NEW YORK ("UHFNY") EXPERIENCED CHANGES TO ITS OPERATIONS AS A RESULT OF THE COVID-19 PANDEMIC. AS SUCH, IN-PERSON FUNDRAISING EVENTS MOVED TO VIRTUAL EVENTS AND CONNECTIONS WITH DONORS TURNED TO ONLINE FORMATS WHICH REDUCED REVENUE FOR IN-PERSON TICKETS. 1 GREATER NY HOSPITAL ASSOCIATION 555 WEST 57TH ST 15TH FL NEW YORK NY 10019 132954140 501(C)(3) 125000 0 TO BUILD PROVIDER CAPACITY AND ENHANCE THE QUALITY OF CARE WITHIN HEALTH SYSTEMS ACROSS NY ARCHCARE AT MARY MANNING WALSH 1339 YORK AVENUE NEW YORK NY 10021 136220617 501(C)(3) 40000 0 ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS COBBLE HILL HEALTH CENTER 380 HENRY STREET BROOKLYN NY 11201 112388200 501(C)(3) 40000 0 ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS EGER HEALTH CARE AND REHABILIATION CENTER 140 MEISNER AVENUE STATEN ISLAND NY 10306 133524533 501(C)(3) 40000 0 ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS GURWIN JEWISH NURSING & REHABILITATION CENTER 68 HAUPPAUGE ROAD COMMACK NY 11725 112785201 501(C)(3) 40000 0 ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS HEBREW HOME AT RIVERDALE 5901 PALISADE AVENUE BRONX NY 10471 131739971 501(C)(3) 40000 0 ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS JAMAICA HOSPITAL NURSING HOME 89-40 135TH STREET JAMAICA NY 11418 237216197 501(C)(3) 40000 0 ADDRESSING THE PROBLEM OF POLYPHARMACY & REDUCING POTENTIAL HARMS AMONG LONG-STAY RESIDENTS 7 PART I, LINE 2: GRANTS PROCEDURE UNITED HOSPITAL FUND ("UHF") INVITES TAX-EXEMPT 501(C)(3) ORGANIZATIONS TO SUBMIT LETTERS OF INTENT OR PROPOSALS FOR GRANT FUNDS FOR INITIATIVES OR PROJECTS THAT RELATE TO UHF'S PRIORITIES. SOME OF THE LETTERS OF INTENT WILL RESULT IN A REQUEST FOR PROPOSALS TO PROVIDE A MORE IN-DEPTH DESCRIPTION OF THE PROPOSED SCOPE OR WORK AND THE PLANS FOR EVALUATING THE PROJECT'S ACHIEVEMENT. IN ADDITION, THE PROPOSAL PROVIDES A DETAILED BUDGET SUPPORTING THE REQUESTED AMOUNT AND A BUDGET NARRATIVE. UHF STAFF REVIEW PROPOSALS AND MAKE RECOMMENDATIONS TO THE PROGRAM COMMITTEE OF THE BOARD ON THOSE PROPOSALS THAT ARE CONSISTENT WITH UHF PRIORITIES AND THAT OFFER THE GREATEST IMPACT AND POTENTIAL TO ACHIEVE SUCCESS. THE BOARD HAS DELEGATED FINAL DECISION MAKING ON GRANTS TO THE PROGRAM COMMITTEE WITHIN THE BOUNDS OF AN ANNUALLY DETERMINED GRANT BUDGET. GRANTEES ARE NOTIFIED OF THEIR GRANT AWARDS, THE REPORTING REQUIREMENTS, AND ARE PROVIDED AN UPFRONT PARTIAL PAYMENT. UHF MONITORS THE GRANTEES THROUGHOUT THE GRANT PERIOD FOR PROGRESS VIA MEETINGS, TELEPHONE CALLS, AND SUBMISSION OF NARRATIVE AND FINANCIAL REPORTS. STAFF REVIEW AND APPROVE (OR NOT) FINANCIAL REPORTS SUBMITTED. AT CERTAIN PROGRESS MARKERS, UHF WILL MAKE ADDITIONAL PARTIAL PAYMENTS. ONCE THE GRANT PERIOD AND SCOPE OF WORK IS COMPLETED AS DOCUMENTED BY ACCEPTABLE FINAL NARRATIVE AND FINANCIAL REPORTS, FINAL PAYMENT IS MADE TO THE GRANTEE. SHOULD THE GRANTEE AT ANY POINT FAIL TO MEET THE TERMS OF THE GRANT, UHF HAS THE RIGHT TO TERMINATE THE GRANT AND NO FURTHER PAYMENTS WILL BE MADE. UHF RESERVES THE RIGHT TO INSTRUCT GRANTEES TO CEASE WORK ON A TERMINATED PROJECT AND RETURN UNUSED GRANT FUNDS ALREADY FORWARDED TO THE GRANTEE. X X X X 0 0 0 0 0 0 0 0 0 ANTHONY SHIH MD PRESIDENT 490015 0 0 0 19500 0 14500 0 25965 0 549980 0 0 0 SHEILA ABRAMS SENIOR VICE PRESIDENT (THRU 05/2021) 407333 0 0 0 7750 0 23200 0 7203 0 445486 0 0 0 SALLY ROGERS SENIOR VICE PRESIDENT 276200 0 0 0 19500 0 23200 0 19062 0 337962 0 0 0 CHAD SHEARER SENIOR VICE PRESIDENT 263535 0 0 0 19500 0 18668 0 12898 0 314601 0 0 0 QUINCY MCLAIN VICE PRESIDENT & CFO 180794 0 0 0 18499 0 8484 0 38417 0 246194 0 0 0 VAUGHN MURRIA VICE PRESIDENT 175118 0 0 0 19500 0 13983 0 12695 0 221296 0 0 0 ANNE-MARIE AUDET SENIOR MEDICAL OFFICER 176139 0 0 0 12038 0 11574 0 17812 0 217563 0 0 0 ADAM FIFIELD DIRECTOR, COMMUNICATIONS 159004 0 0 0 10400 0 7660 0 33608 0 210672 0 0 0 JOAN CUZIK DIRECTOR, QUALITY 139614 0 0 0 19150 0 8538 0 42023 0 209325 0 0 0 PETER NEWELL DIRECTOR, HEALTH INSURANCE 168547 0 0 0 19500 0 15050 0 4683 0 207780 0 0 0 CATHERINE ARNST DIRECTOR, PUBLIC INFORMATION 147125 0 0 0 19500 0 8881 0 24446 0 199952 0 0 0 PART I, LINE 7 IN ANY GIVEN YEAR SOME UNITED HOSPITAL FUND STAFF MAY BE AWARDED BONUSES FOR EXTRAORDINARY WORK PERFORMANCE AND ACCOMPLISHMENTS. TO THE EXTENT THE BONUSES RELATES TO A STAFF PERSON WHOSE COMPENSATION AWARDS ARE SUBJECT TO APPROVAL BY THE SUB COMMITTEE ON EXECUTIVE COMPENSATION (SUB COMMITTEE), THE BONUS RECOMMENDATIONS ARE INCLUDED WITH ALL RELEVANT STAFF COMPENSATION ADJUSTMENT RECOMMENDATIONS PROVIDED TO THE SUB COMMITTEE FOR ITS REVIEW AND APPROVAL OR DENIAL AS DESCRIBED IN DETAIL ON SCHEDULE O, SUB COMMITTEE ON EXECUTIVE COMPENSATION SECTION. SALLY ROGERS OFFICER SPLIT-DOLLAR LIFE INSURANCE ARRANGEMENT X 132560 132560 0 1 1 132560 SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: (A) NAME OF PERSON: SALLY ROGERS(B) RELATIONSHIP WITH ORGANIZATION: OFFICER(C) PURPOSE OF LOAN: PAYMENTS MADE PURSUANT TO A SPLIT-DOLLAR LIFE INSURANCE ARRANGEMENT THAT ARE TREATED AS LOANS UNDER REG. 1.7872-15. (D) LOAN TO OR FROM ORGANIZATION? = FROM(E) ORIGINAL PRINCIPAL AMOUNT $ 132,560. (F) BALANCE DUE $ 132,560.(G) LOAN IN DEFAULT? = NO(H) APPROVED BY BOARD OR COMMITTEE? = YES(I) WRITTEN AGREEMENT? = YESTHE PAYMENT MADE TO MS. ROGERS DURING CALENDAR YEAR 2021 WAS INCLUDED AND REPORTED AS THE TAXABLE COMPENSATION ON FORM 990, PART VII-A AND SCHEDULE J, PART II. GENERAL STATEMENT REGARDING THE IMPACT OF COVID-19: THE SPREAD OF THE CORONAVIRUS (COVID-19) AROUND THE WORLD HAS CAUSED SIGNIFICANT VOLATILITY IN THE U.S. AND INTERNATIONAL MARKETS. THERE IS SOME UNCERTAINTY AROUND THE BREADTH AND DURATION OF BUSINESS DISRUPTIONS RELATED TO COVID-19, AS WELL AS ITS IMPACT ON THE U.S. AND INTERNATIONAL ECONOMIES AND, AS SUCH, UHF IS UNABLE TO DETERMINE IF IT WILL HAVE A MATERIAL IMPACT ON FUTURE OPERATIONS. UHF RECEIVED A PAYROLL PROTECTION PROGRAM LOAN (PPP LOAN) IN APRIL 2020 IN THE AMOUNT OF $853,447. IN JUNE 2021, UHF RECEIVED FULL FORGIVENESS FROM THE SMALL BUSINESS ADMINISTRATION. THE AMOUNT IS RECOGNIZED ON THE STATEMENT OF ACTIVITIES IN NONOPERATING ACTIVITIES AND SUPPORT. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: UNITED HOSPITAL FUND WORKS TO BUILD AN EFFECTIVE AND EQUITABLE HEALTH CARE SYSTEM FOR EVERY NEW YORKER. AN INDEPENDENT, NONPROFIT ORGANIZATION, WE ARE A FORCE FOR IMPROVEMENT, ANALYZING PUBLIC POLICY TO INFORM DECISION-MAKERS, FINDING COMMON GROUND AMONG DIVERSE STAKEHOLDERS, AND DEVELOPING AND SUPPORTING INNOVATIVE PROGRAMS THAT IMPROVE HEALTH AND HEALTH CARE. WE WORK TO DISMANTLE BARRIERS IN HEALTH POLICY AND HEALTH CARE DELIVERY THAT PREVENT EQUITABLE OPPORTUNITIES FOR HEALTH. FORM 990, PART VI, SECTION B, LINE 11B TAX RETURN REVIEW UHF'S TAX RETURNS ARE PREPARED IN DETAIL BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM AND THEN REVIEWED BY THE BUDGET, AUDIT AND OPERATIONS COMMITTEE OF THE UNITED HOSPITAL FUND. THE TAX RETURNS ARE THEN PROVIDED TO THE ENTIRE BOARD FOR THEIR COMMENTS FOR A PERIOD OF AT LEAST 7 DAYS PRIOR TO FILING. IF NO COMMENTS ARE RECEIVED THE RETURNS ARE FILED AS PRESENTED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY THE ORGANIZATION'S CORPORATE SECRETARY IS CHARGED WITH IMPLEMENTING THE BOARD-ADOPTED CONFLICT OF INTEREST POLICY. AS REQUIRED BY THE POLICY, THE SECRETARY SOLICITS ANNUALLY FROM EACH DIRECTOR, BOARD COMMITTEE MEMBER WHO IS NOT A DIRECTOR, OFFICERS AND KEY EMPLOYEES, A SIGNED STATEMENT WHICH DISCLOSES RELATIONSHIPS (OR REPORTS "NONE") WHICH MAY POSE POTENTIAL CONFLICTS OF INTEREST. EACH PERSON COVERED BY THE POLICY IS ISSUED THE POLICY, AND A LIST OF VENDORS AND FUND AFFILIATIONS TO REVIEW IN CONJUNCTION WITH THIS ANNUAL REQUEST. DURING THE INTERIM PERIOD, EACH PERSON COVERED BY THE POLICY IS REQUIRED TO DISCLOSE ANY CHANGES IN RELATIONSHIPS OR ANY NEW CONFLICTS THAT MAY ARISE. THE DISCLOSURE SIGNED BY EACH PERSON AFFECTED BY THE POLICY ALSO CONSIDERS HIS OR HER SPOUSE OR COMMITTED PARTNER, AND HIS OR HER RELATIVES AND THOSE WHO HAVE A BUSINESS RELATIONSHIP WITH ANOTHER FUND OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE AS DEFINED BY THE POLICY IN DETERMINING THE PRESENCE OR APPEARANCE OF CONFLICTS OF INTEREST. THE SECRETARY REVIEWS COMMITTEE AND BOARD MEETING AGENDA ITEMS AND REPORTS TO THE CHAIRMEN AND TO THE PRESIDENT IF, BASED ON SUCH STATEMENTS, ANY AGENDA ITEM FOR BOARD OR COMMITTEE ACTION MAY INVOLVE AN ORGANIZATION WITH WHICH A PERSON COVERED BY THE POLICY MAY HAVE A CONFLICTING INTEREST. SUCH PERSONS IDENTIFIED MUST NOT INFLUENCE THE DISCUSSION OR DECISION, AND MUST EXIT THE ROOM PRIOR TO THE BOARD VOTING ON THE ACTION FOR WHICH A CONFLICTING INTEREST IS IDENTIFIED. SIMILARLY, CONFLICTS IDENTIFIED BY KEY STAFF ARE DISCLOSED TO THE PRESIDENT AND CHAIRMEN, WHO REQUEST KEY STAFF EXIT THE ROOM BEFORE THE DISCUSSION OF CONTEMPLATED ACTIONS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION UHF'S SUB-COMMITTEE ON EXECUTIVE COMPENSATION ("SUB-COMMITTEE") WHICH IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD IS RESPONSIBLE TO REVIEW THE PERFORMANCE AND APPROVE ANY COMPENSATION ADJUSTMENTS FOR THE CEO, AND TO REVIEW THE PERFORMANCE EVALUATIONS AND ANY RECOMMENDED MERIT INCREASES THE CEO MAY MAKE TO THE SUB-COMMITTEE FOR EACH VICE PRESIDENT. THE REVIEW TAKES PLACE ONCE A YEAR AND THE PERFORMANCE EVALUATIONS COVER THE PERIOD MARCH 1 TO FEBRUARY 28 (OR 29 IN A LEAP YEAR). UHF COMMISSIONS AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM TO PERFORM AN EXECUTIVE COMPENSATION STUDY. THIS STUDY EVALUATES COMPENSATION OF UHF'S CEO AND VICE PRESIDENTS. THE REVIEW COMPARES ALL COMPENSATION AND PERQUISITES AGAINST MARKET DATA, AND THE CONSULTANT PROVIDES ITS OPINION ON THE REASONABLENESS OF EXECUTIVE COMPENSATION AND PERQUISITES FOR THOSE SPECIFIC UHF EMPLOYEES EVALUATED AGAINST THE MARKET PLACE FOR LIKE KIND POSITIONS. THE STUDY IS COMMISSIONED AT LEAST ONCE EVERY TWO YEARS, OR ANNUALLY AS NECESSARY. THE SUB-COMMITTEE REVIEWS THE EXECUTIVE COMPENSATION STUDY ALONG WITH PERFORMANCE AND RECOMMENDED MERIT INCREASES AND PERQUISITES AND MAKES CHANGES OR APPROVES, AS IT CONCLUDES. AT THE NEXT BOARD MEETING, THE BOARD IS APPRISED THAT THE SUB-COMMITTEE MET TO REVIEW COMPENSATION AND WHILE NOT SPECIFICALLY INFORMED AT THE BOARD MEETING OF EACH STAFF'S COMPENSATION FOR THE COMING YEAR, BOARD MEMBERS ARE INVITED TO REVIEW THE MINUTES OF THE MEETING SHOULD THEY BE INTERESTED TO HAVE MORE DETAIL. ALL RECOMMENDATIONS ARE APPROVED IN WRITING AND FORWARDED TO THE HUMAN RESOURCES DEPARTMENT FOR PROCESSING. BOARD MEMBERS WHO ARE ELECTED OFFICERS BUT WHO ARE NOT ALSO FUND EMPLOYEES DO NOT RECEIVE ANY PAYMENT FOR THEIR SERVICE AS AN OFFICER TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABILITY THE UNITED HOSPITAL FUND MAKES ITS FINANCIAL STATEMENTS AVAILABLE VIA ITS WEBSITE (WWW.UHFNYC.ORG), UPON REQUEST AND THEY ARE ALSO AVAILABLE BY CONTACTING NEW YORK STATE CHARITIES BUREAU. INCLUDED IN SCHEDULE O THERE IS A NARRATIVE REGARDING UHF'S CONFLICT OF INTEREST POLICY. THIS IS THE ONLY INFORMATION AVAILABLE TO THE PUBLIC AT THIS TIME. UHF'S GOVERNING DOCUMENTS ARE CURRENTLY UNAVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XI, LINE 9: POSTRETIREMENT RELATED CHANGES 32,869. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 118,802. RESCINDED/REFUNDED GRANTS 12,101. CHARITABLE REMAINDER TRUST (4) C/O JP MORGAN SERVICES PO BOX 6089 NEWARK DE 197146089 136046088 ANNUITY NY N/A T 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0