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CALIFORNIA PHYSICIANS SERVICE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA PHYSICIANS SERVICE FOUNDATION (EIN 94-2822302)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-11
IRS object ID
202302239349100305
Schema version
2022v5.0
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)
Return2023-08-11T09:18:49-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-07-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEBORAHPersonFirstNm
Person LastCHANGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATY BROWNPreparerPersonNm
PTINP00650274PTIN
Phone9257902600PhoneNum
Preparation2023-07-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$73,415,608FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000,666ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,487,814DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,487,814DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,186,344NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$45,532,836GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,176,972CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,404OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$19,304,540TotalRevAndExpnssAmt
Total Net Invst Incm$14,664,786TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$64,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$64,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$52,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$52,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,219,850OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,879OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,211,971OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$73,631TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$79,459TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$79,459TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$596,042OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$94,430OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,085,982TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,879TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,502,860TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,733,668ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,210,140ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,819,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,879TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,713,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,515,110ExcessRevenueOverExpensesAmt
Net Investment Income$14,656,907NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$268,452CashBOYAmt
Cash EOY$247,976CashEOYAmt
Cash EOYFMV$247,976CashEOYFMVAmt
Sav And Temp Cash Invst BOY$15,152,647SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,821,080SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,821,080SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$148,658PrepaidExpensesBOYAmt
Prepaid Expenses EOY$209,430PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$209,430PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$26,912,856CorporateStockBOYAmt
Corporate Stock EOY$21,748,501CorporateStockEOYAmt
Corporate Stock EOYFMV$21,748,501CorporateStockEOYFMVAmt
Other Investments BOY$68,646,797OtherInvestmentsBOYAmt
Other Investments EOY$43,050,339OtherInvestmentsEOYAmt
Other Investments EOYFMV$43,050,339OtherInvestmentsEOYFMVAmt
Other Assets BOY$193,601OtherAssetsBOYAmt
Other Assets EOY$338,282OtherAssetsEOYAmt
Other Assets EOYFMV$338,282OtherAssetsEOYFMVAmt
Total Assets BOY$111,323,011TotalAssetsBOYAmt
Total Assets EOY$73,415,608TotalAssetsEOYAmt
Total Assets EOYFMV$73,415,608TotalAssetsEOYFMVAmt
Accounts Payable BOY$427,389AccountsPayableBOYAmt
Accounts Payable EOY$989,772AccountsPayableEOYAmt
Grants Payable BOY$13,192,322GrantsPayableBOYAmt
Grants Payable EOY$715,850GrantsPayableEOYAmt
Other Liabilities BOY$99,012OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$13,718,723TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,705,622TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$97,604,288NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$71,709,986NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$97,604,288TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$71,709,986TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$111,323,011TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$73,415,608TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$97,604,288TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,515,110ExcessRevenueOverExpensesAmt
Other Increases$7,611,419OtherIncreasesAmt
Subtotal$88,700,597SubtotalAmt
Other Decreases$16,990,611OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$71,709,986TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2022-01-012022-12-31$25,643,048$27,718,514-$2,075,466-$2,075,466
PUBLICLY TRADED SECURITIESP2022-12-082022-12-12$19,889,788$4,637,350$15,252,438$15,252,438
FieldValueIRS element (for citing)
Capital Gain Net Income$13,176,972CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$203,731InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$203,731SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$203,731TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$384,125EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$384,125TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$180,394OverpaymentAmt
Applied To ES Tax$180,394AppliedToESTaxAmt
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 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)
Phone4152296080PhoneNum

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 (9 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$9,500$0$1,633
KATHERINE FLORES MD
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104CHAIR, HR COMMITTEE1.00$12,000$0$0
MICHAEL A RODRIGUEZ MD MPH
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$4,500$0$0
RAYMOND J BAXTER
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104CHAIR, GOVERNANCE COMMITTEE1.00$13,500$0$37
SHARON KIMBERLY BELSHE
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104BOARD CHAIR1.00$14,500$0$123
DEBORAH I CHANG
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104PRESIDENT AND CEO40.00$0$0$0
LISA DAVIS
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$0$0$0
HELEN DUPLESSIS MD MPH
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$10,500$0$988
SANDY CLARKE
C/O BLUE SHIELD OF CA FOUNDATION315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104TRUSTEE1.00$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
CENTER FOR COLLABORATIVE PLANNING
1401 21ST ST STE 360SACRAMENTOCA95811CONSULTING SERVICES FOR CONDUCTING LEARNING EVENTS$600,111
MATHEMATICA INC
600 ALEXANDRA PARKPRINCETONNJ08540CONSULTING SERVICES FOR ADDRESSING AND PREVENTING INTIMATE PARNER VIOLENCE$476,746
STRATEGIC PREVENTION SOLUTIONS
PO BOX 22406JUNEAUAK99802CONSULTING SERVICE FOR EVALUATION, TECHNICAL SUPPORT, AND TRAINING$466,360
DAYLIGHT DESIGN LLC
375 ALABAMA STREET SUITE 380SAN FRANCISCOCA94110CONSULTING SERVICES TO RESEARCH AND DEVELOP CONTENT$412,479
THE REIS GROUP LLC
1300 19TH STREET NW SUITE 600WASHINGTONDC20036CONSULTING SERVICES FOR COMMUNICATION NEEDS$240,000
FieldValueIRS element (for citing)
Contractor Paid Over50k29ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1MATHEMATICA INC.CONTRACT 1170 - ADDRESSING AND PREVENTING INTIMATE PARTNER VIOLENCE THROUGH MEDICAID POLICYTHE GOAL OF THIS PROJECT IS TO CONTINUE MATHEMATICA'S WORK TO IDENTIFY AND ANALYZE STRATEGIES FOR PREVENTING AND ADDRESSING INTIMATE PARTNER VIOLENCE (IPV) THROUGH THE MEDICAID PROGRAM AND TO DEVELOP RELATED POLICY RECOMMENDATIONS. MATHEMATICA WILL CONDUCT LANDSCAPE SCANS AND PRODUCE ISSUE BRIEFS ON KEY TOPICS OF INTEREST TO BSCF:1. STRATEGIES FROM OTHER STATE MEDICAID AGENCIES TO ADDRESS AND PREVENT IPV;2. BEST PRACTICES FOR INCLUDING COMMUNITY HEALTH WORKER (CHW) SERVICES AS PART OF THE DEVELOPMENT AND IMPLEMENTATION OF CALIFORNIA'S STATE PLAN AMENDMENT;3. RISKS AND BENEFITS TO SURVIVORS OF INCLUDING REFERRALS FOR IPV IN CLOSED-LOOP REFERRAL PLATFORMS, COMMUNITY INFORMATION EXCHANGES, AND HEALTH INFORMATION EXCHANGES.TO GUIDE THE PROJECT, MATHEMATICA WILL ENGAGE A STAKEHOLDER COUNCIL COMPRISED OF INDIVIDUALS WITH LIVED EXPERIENCE, DIRECT SERVICE PROVIDERS, LEADERS OFDescription1Txt
Expenses1$399,922Expenses1Amt
Description2CENTER FOR COLLABORATIVE PLANNINGCONTRACT 1162 - BREAKING THE CYCLE CONVENINGS AND LEARNING SUPPORTTHE CENTER FOR COLLABORATIVE PLANNING WILL WORK CLOSELY WITH BLUE SHIELD OF CALIFORNIA FOUNDATION STAFF AND CONSULTANTS TO DEVELOP AND MANAGE A LEARNING AGENDA TO SUPPORT THE TECHNICAL ASSISTANCE, PEER LEARNING, AND CONVENING NEEDS OF THE BREAKING THE CYCLE PILOT COHORT INCLUDING PROJECT MANAGEMENT, TA ASSESSMENT AND DESIGN, CROSS-GRANTEE CONNECTIONS, AND MANAGING WORKPLANS FOR TECHNICAL ASSISTANCE PROVIDERS, INCLUDING THE CENTER FOR STORY-BASED STRATEGIES AND OTHER PARTNERS.Description2Txt
Expenses2$307,041Expenses2Amt
Description3CENTER FOR COLLABORATIVE PLANNINGCONTRACT 1173 - LEVERAGING COLLABORATION TA DESIGN AND LEARNING COORDINATIONPUBLIC HEALTH INSTITUTE'S CENTER FOR COLLABORATIVE PLANNING (CCP) WILL SUPPORT THE BLUE SHIELD OF CALIFORNIA FOUNDATION IN CURATING AND MANAGING TECHNICAL ASSISTANCE AND LEARNING FOR THEIR LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE COHORT INCLUDING VIRTUAL GRANTEE CONVENINGS, PEER LEARNING, AND WEB DISCUSSIONS. IN COORDINATION FOUNDATION STAFF AND CONSULTANTS, CCP WILL DEVELOP A LEARNING PLAN AND MANAGE A TEAM OF TECHNICAL ASSISTANCE PROVIDERS TO PROMOTE GRANTEE LEARNING AND CROSS-SITE EXCHANGE AND COLLABORATION.Description3Txt
Expenses3$220,000Expenses3Amt
Description4STRATEGIC PREVENTION SOLUTIONSCONTRACT 1181 - SAFETY THROUGH CONNECTION EVALUATION YEARS 3-4STRATEGIC PREVENTION SOLUTIONS (SPS) PRESENTS THIS APPROACH PLAN FOR ENGAGING IN EVALUATION ACTIVITIES TO ASSESS THE 2022-2024 CYCLE OF FUNDING FOR BLUE SHIELD OF CALIFORNIA FOUNDATION (BSCF) AND PREVENTION INSTITUTE'S SAFETY THROUGH CONNECTION (STC), WHILE ALSO ENGAGING AS A THOUGHT PARTNER WITH THE FOUNDATION. A HALLMARK OF THE STC3 EVALUATION WILL BE A MORE STRUCTURED COLLABORATIVE PROCESS BY WHICH EVALUATION ACTIVITIES ARE CO-DESIGNED WITH BSCF, PI, AND MOST IMPORTANTLY, WITH INPUT FROM COLLABORATIVE LEADS. THE FOUNDATION THOUGHT PARTNER WORK IS A NEW COLLABORATION BETWEEN BSCF AND SPS AND WILL INFORM FOUNDATION-LEVEL DISCUSSIONS AND INNOVATION DISSEMINATION.Description4Txt
Expenses4$165,072Expenses4Amt

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$71,597,737AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,126,414AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$79,724,151TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$79,724,151AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,195,862CashDeemedCharitableAmt
Net Vl Noncharitable Assets$78,528,289NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,926,414MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,926,414MinimumInvestmentReturnAmt
Tax Based On Investment Income$203,731TaxBasedOnInvestmentIncomeAmt
Total Tax$203,731TotalTaxAmt
Distributable Before Adj$3,722,683DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,722,683DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,722,683DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,713,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$47,713,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,722,683DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$29,526,449ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,439,413ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$28,366,145ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$42,109,142ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,056,576ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$148,497,725TotalExcessDistributionCyovAmt
Qualifying Distributions$47,713,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,722,683AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,990,317RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$192,488,042TotalCorpusAmt
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$29,526,449ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$162,961,593ExcessDistriCyovToNextYrAmt
Excess From Year4$18,439,413ExcessFromYear4Amt
Excess From Year3$28,366,145ExcessFromYear3Amt
Excess From Year2$42,109,142ExcessFromYear2Amt
Excess From Year1$30,056,576ExcessFromYear1Amt
Excess From Current Year$43,990,317ExcessFromCurrentYearAmt

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 MAKING HEALTHCARE ACCESSIBLE, EFFECTIVE, AND AFFORDABLE FOR ALL CALIFORNIANS, PARTICULARLY UNDERSERVED PEOPLE, AND TO ENDING DOMESTIC VIOLENCE. IN 2022, THE FOUNDATION DISTRIBUTED RESOURCES ACROSS SEVEN 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 (120 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACADEMY HEALTH
1666 K STREET NW SUITE 1100WASHINGTONDC20006N/APC2022 HEALTH DATAPALOOZA AND NATIONAL HEALTH POLICY CONFERENCE$35,000
ALLIANCE FOR GIRLS
1203 PRESERVATION PARK WAY STE 200OAKLANDCA94602N/APCGENERAL OPERATING SUPPORT$800,000
ALLIANCE FOR GIRLS
1203 PRESERVATION PARK WAY STE 200OAKLANDCA94602N/APCADVOCATING FOR POLICIES AND PRACTICES THAT IMPROVE SAFETY AND POSITIVE GENDER NORMS$325,000
ASIAN HEALTH SERVICES
101 8TH STREET SUITE 100OAKLANDCA94607N/APCAAPI HEALTH EQUITY POLICY AND RESEARCH CONVENING$50,000
ASIAN RESOURCES INC
6270 ELDER CREEK ROADSACRAMENTOCA95824N/APCIMPROVING PUBLIC HEALTH DATA ON ASIAN AMERICANS, NATIVE HAWAIIANS, AND PACIFIC ISLANDERS IN CALIFORNIA$300,000
BLACK EMOTIONAL AND MENTAL HEALTH COLLECTIVE
PO BOX 702CULVER CITYCA90232N/APCEVALUATING THE BLACK MASCULINITY REIMAGINED PROGRAM$120,000
CALIFORNIA FORWARD
925 L STREET SUITE 600SACRAMENTOCA95814N/APCSTRENGTHENING THE VOICE OF COMMUNITY-BASED ORGANIZATIONS IN EQUITABLE ECONOMIC DEVELOPMENT$200,000
CALIFORNIA PAN-ETHNIC HEALTH NETWORK
1221 PRESERVATION PARK WAY SUITEOAKLANDCA94612N/APCCOMMUNITY-GENERATED ACTION STEPS TO ADDRESS RACISM AS A PUBLIC HEALTH CRISIS$300,000200
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$850,000
CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION
1625 E SHAW AVE 146FRESNOCA93710N/APCGENERAL OPERATING SUPPORT FOR THE SAN JOAQUIN VALLEY PUBLIC HEALTH CONSORTIUM$400,000
CALMATTERS
1017 L STREET 261SACRAMENTOCA95814N/APCSOLUTIONS-ORIENTED DOMESTIC VIOLENCE JOURNALISM BY AND FOR LATINX COMMUNITIES$200,000
CALMATTERS
1017 L STREET 261SACRAMENTOCA95814N/APCCALIFORNIA DIVIDE PROJECT WITH FOCUS ON ECONOMIC SECURITY AND MOBILITY ISSUES FOR CALIFORNIANS WITH LOW INCOMES$400,000
CATALYST CALIFORNIA
PO BOX 39347LOS ANGELESCA90039N/APCTHE BUDGET POWER PROJECT$800,000
CATALYST OF SAN DIEGO & IMPERIAL COUNTIES
5060 SHOREHAM PLACE ROOM 350SAN DIEGOCA921225903N/APCGENERAL OPERATING SUPPORT$150,000
CENTER FOR EFFECTIVE PHILANTHROPY INC
675 MASSACHUSETTS AVE 7TH FLOORCAMBRIDGEMA021393309N/APCGENERAL OPERATING SUPPORT$50,000
CENTER FOR YOUNG WOMEN'S DEVELOPMENT
832 FOLSOM STREET SUITE 700SAN FRANCISCOCA94107N/APCEVALUATING SURVIVOR LEADERSHIP DEVELOPMENT AND ORGANIZING MODEL FOR GIRLS, WOMEN, AND GENDER NONCONFORMING PEOPLE OF COLOR$143,300
CHANGELAB SOLUTIONS
2201 BROADWAY STE 502OAKLANDCA94612N/APCSTRENGTHENING LOCAL AND STATE HEALTH DEPARTMENTS TO PROMOTE HEALTH EQUITY$350,000
CHILDREN NOW
1404 FRANKLIN STREET SUITE 700OAKLANDCA94612N/APCEXPANDING EVIDENCE-BASED HOME VISITING PROGRAMS IN CALIFORNIA$300,000
CHILDREN'S INSTITUTE INC
2121 WEST TEMPLE STREETLOS ANGELESCA90026N/APCEVALUATING TWO-GEN RESILIENCY, ACADEMICS, INCOME, SOCIAL SUPPORT, ENHANCED (2-RAISE), A TWO-GENERATION HEAD START PROGRAM$85,000
CHILDREN'S COUNCIL OF SAN FRANCISCO
445 CHURCH STREETSAN FRANCISCOCA94114N/APCFAMILY CHILD CARE BUSINESS INCUBATOR EXPANSION$300,000
CHINESE PROGRESSIVE ASSOCIATION
1042 GRANT AVE STE 5SAN FRANCISCOCA94133N/APCGENERAL OPERATING SUPPORT FOR GRASSROOTS ASIANS RISING$200,000
CITY AND COUNTY OF SAN FRANCISCO
25 VAN NESS AVENUESAN FRANCISCOCA94102N/AGOVADAPTING AND EVALUATING GUARANTEED INCOME FOR DOMESTIC VIOLENCE SURVIVORS AND INDIGENOUS COMMUNITIES$200,000
CIVICPULSE
12210 SW MAIN ST 23672PORTLANDOR97281N/APCGENERATING NEW DATA ON THE ALIGNMENT OF PRIORITIES BETWEEN LOCAL POLICYMAKERS AND THE COMMUNITIES THEY SERVE$300,000
COMMON CAUSE EDUCATION FUND
453 S SPRING STLOS ANGELESCA90013N/APCSTRENGTHENING COMMUNITY VOICE IN CALIFORNIA VOTING AND REDISTRICTING PROCESSES$150,000
COMMUNITIES LIFTING COMMUNITIES
515 SOUTH FIGUEROA STREET SUITELOS ANGELESCA900713300N/APCBUILDING HEALTH CARE DELIVERY SYSTEMS' CAPACITY TO CREATE SYSTEMS CHANGE$110,0001300
COMMUNITY PARTNERS
1000 N ALAMEDA STREET SUITE 240LOS ANGELESCA900121804N/APCEVALUATION OF THE COLLECTIVE HEALING AND TRANSFORMATION (CHAT) PROJECT TO ADDRESS DOMESTIC VIOLENCE IN CONTRA COSTA COUNTY$320,000
CONTRA COSTA FAMILY JUSTICE CENTER ALLIANCE
256 24TH STREETRICHMONDCA94804N/APCCOMMUNITY RESTORATIVE JUSTICE SOLUTIONS$560,000
DEPARTMENT OF SOCIAL SERVICES
744 P STREETSACRAMENTOCA95814N/ANCSUPPORTING LISTENING SESSIONS TO IMPROVE PREVENTION AND INTERVENTION SERVICES FOR DOMESTIC VIOLENCE SURVIVORS$400,000
DOWNTOWN WOMEN'S CENTER
442 SOUTH SAN PEDRO STREETLOS ANGELESCA90013N/APCPATHWAYS TO SAFE, AFFORDABLE HOUSING FOR DOMESTIC VIOLENCE SURVIVORS$500,000
EAST BAY COMMUNITY FOUNDATION
200 FRANK H OGAWA PLAZAOAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$250,000
EAST LOS ANGELES WOMEN'S CENTER
1431 S ATLANTIC BLVDLOS ANGELESCA900225011N/APCIMPLEMENTING AND EVALUATING THE NURTURING PARENTING PROGRAM$141,500
ECONOMIC SECURITY PROJECT INC
228 PARK AVE S PMB 32482NEW YORKNY100031502N/APCBENEFITS ACCESS AND EQUITY (BAE) DESIGN LABS$200,000
EQUAL RIGHTS ADVOCATES INC
611 MISSION STREET 4TH FLOORSAN FRANCISCOCA94105N/APCEXPANDING STRONGER CALIFORNIA'S ECONOMIC SECURITY POLICY ADVOCACY$200,000
FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM INC
PO BOX 48OAK CREEKWI53154N/APCADVANCING PAID FAMILY LEAVE IN CALIFORNIA$500,000
FUTURES WITHOUT VIOLENCE
100 MONTGOMERY STREET THE PRESIDIOSAN FRANCISCOCA941291718N/APCALL IN FOR KIDS INITIATIVE$1,350,000
FUTURES WITHOUT VIOLENCE
100 MONTGOMERY STREET THE PRESIDIOSAN FRANCISCOCA941291718N/APCADVANCING STATE AND FEDERAL DOMESTIC VIOLENCE PREVENTION POLICY$900,000
GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION
55 PARK PLACEATLANTAGA30303N/APCA PILOT PROGRAM TO DEVELOP FEDERAL FUNDING NAVIGATORS$50,000
GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES
PO BOX 2178PETALUMACA94953N/APCGENERAL OPERATING SUPPORT$150,000
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L STREET NW SUITE 650WASHINGTONDC20005N/APCGENERAL OPERATING SUPPORT$150,000
GRANTMAKERS IN HEALTH
1100 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036N/APCGENERAL OPERATING SUPPORT$150,0001100
HISPANICS IN PHILANTHROPY
414 13TH ST 200OAKLANDCA946122603N/APCGENERAL OPERATING SUPPORT FOR CHANGE PHILANTHROPY$100,000
HISPANICS IN PHILANTHROPY
414 13TH ST 200OAKLANDCA946122603N/APCGENERAL OPERATING SUPPORT FOR BAY ENGAGED$100,000
HUMAN IMPACT PARTNERS
PO BOX 3268OAKLANDCA94609N/APCALIGNING PUBLIC HEALTH LEADERS AND COMMUNITY POWER-BUILDING GROUPS IN ELEVATING ECONOMIC SECURITY AND COMMUNITY SAFETY AS CRUCIAL DRIVERS OF HEALTH EQUITY$500,000
JENESSE CENTER INC
PO BOX 8476LOS ANGELESCA90008N/APCLEADERSHIP COUNCIL FOR DOMESTIC VIOLENCE AND HEALTH CARE OF LOS ANGELES$602,390
LATINO COMMUNITY FOUNDATION
235 MONTGOMERY STREET SUITE 1160SAN FRANCISCOCA94104N/APCLATINO POWER FUND$1,000,000
LIBERTY HILL FOUNDATION
1001 WILSHIRE BOULEVARD PMB 2170LOS ANGELESCA90017N/APCTHE BOLD VISION INITIATIVE: BUILDING YOUTH POWER AND VOICE$500,000
LIFT INC
1910 MAGNOLIA AVE STE 400LOS ANGELESCA90007N/APCEVALUATION OF FINANCIAL COACHING MODEL FOR ECONOMIC SECURITY$150,000
MANATT
2049 CENTURY PARK EAST SUITE 1700LOS ANGELESCA90067N/ANCAUTOMATING THE INTEGRATION OF MULTIPLE FUNDING SOURCES TO FINANCE SOCIAL DETERMINANTS OF HEALTH INITIATIVES$50,000
MARY ANN LIEBERT INC
140 HUGUENOT STREETNEW ROCHELLENY10801N/ANCHEALTH EQUITY PEER-REVIEWED JOURNAL$50,000
MUJERES UNIDAS Y ACTIVAS
3543 18TH ST 23SAN FRANCISCOCA941101684N/APCSUPPORTING THE CALIFORNIA DOMESTIC WORKERS COALITION$1,600,000
MUJERES UNIDAS Y ACTIVAS
3543 18TH ST 23SAN FRANCISCOCA941101684N/APCEVALUATING THE IMMIGRANT SURVIVOR LEADERSHIP DEVELOPMENT PROGRAM$156,803
MY SISTER'S HOUSE
3053 FREEPORT BLVD NO 120SACRAMENTOCA95818N/APCADVANCING COLLECTIVE ACTION FOR CULTURALLY RESPONSIVE DOMESTIC VIOLENCE PREVENTION AND POLICY$467,500
NATIONAL ACADEMY OF SCIENCES
THE NATIONAL ACADEMIES 500 FIFTHWASHINGTONDC20001N/APCROUNDTABLE ON OBESITY SOLUTIONS$50,000STREET NW
NATIONAL ACADEMY OF SCIENCES
THE NATIONAL ACADEMIES 500 FIFTHWASHINGTONDC20001N/APCGENERAL OPERATING SUPPORT$50,000STREET NW
NATIONAL ACADEMY OF SCIENCES
THE NATIONAL ACADEMIES 500 FIFTHWASHINGTONDC20001N/APCROUNDTABLE ON THE PROMOTION OF HEALTH EQUITY$75,000STREET NW
NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY
1900 L STREET NW SUITE 825WASHINGTONDC20036N/APCGENERAL OPERATING SUPPORT$100,000
NATIONAL DOMESTIC WORKERS ALLIANCE
45 BROADWAY STE 320NEW YORKNY10006N/APCADVANCING UNIVERSAL FAMILY CARE IN CALIFORNIA$500,000
NATIONAL NETWORK TO END DOMESTIC VIOLENCE
1325 MASSACHUSETTS AVE FLOOR 7WASHINGTONDC20005N/APCPREVENTING DOMESTIC VIOLENCE THROUGH FEDERAL POLICY CHANGE$430,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036N/APCREDUCING GUN VIOLENCE IN CALIFORNIA$200,000
NORTHERN CALIFORNIA GRANTMAKERS
160 SPEAR STREET SUITE 360SAN FRANCISCOCA94105N/APCGENERAL OPERATING SUPPORT$200,000
PICO CALIFORNIA
2143 EAST CESAR E CHAVEZ AVELOS ANGELESCA90033N/APCGENERAL OPERATING SUPPORT$600,000
PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA
153 GLENDALE BLVD 1ST FLOORLOS ANGELESCA90026N/APCSUPPORTING THE DEVELOPMENT OF A HOME CARE CO-OP INCUBATOR$200,000
PLANNED PARENTHOOD MAR MONTE INC
1691 THE ALAMEDASAN JOSECA95126N/APCEVALUATING THE TEEN PARENT SUPPORT PROGRAM$149,880
PREVENTION INSTITUTE
221 OAK STREETOAKLANDCA94607N/APCGENERAL OPERATING SUPPORT$300,000
PREVENTION INSTITUTE
221 OAK STREETOAKLANDCA94607N/APCSAFETY THROUGH CONNECTION: CONTINUING TO ADVANCE POLICIES AND STRATEGIES TO TRANSFORM SYSTEMS THAT PREVENT DOMESTIC VIOLENCE IN COMMUNITIES$1,500,000
PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC
1220 19TH STREET NW SUITE 800WASHINGTONDC20036N/APCGENERAL OPERATING SUPPORT$200,000
PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC
1220 19TH STREET NW SUITE 800WASHINGTONDC20036N/APCLESSONS FROM THE COVID PANDEMIC EXPERIENCE AND ECONOMIC SECURITY$150,000
PUBLIC HEALTH ADVOCATES
PO BOX 2309DAVISCA95617N/APCGENERAL OPERATING SUPPORT$550,000
PUBLIC HEALTH FOUNDATION ENTERPRISES INC
13300 CROSSROADS PARKWAY NORTHCITY OF INDUSTRYCA91746N/APCONLINE IMPLEMENTATION OF THE EQUITY IN MULTISECTOR COLLABORATION TOOLKIT$300,000SUITE 450
PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 290OAKLANDCA946073601N/APCADVANCING HEALTHY HOUSING POLICIES AND SYSTEMS CHANGE$550,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 290OAKLANDCA946073601N/APCLAUNCHING THE CALIFORNIA ALLIANCE OF SCHOOLS AND PROGRAMS OF PUBLIC HEALTH$300,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 290OAKLANDCA946073601N/APCLESSONS LEARNED: STRATEGIES TO INCREASE HOSPITAL SUPPORT FOR MULTISECTOR COLLABORATION$160,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 290OAKLANDCA946073601N/APCDEVELOPING NARRATIVE FOR DOMESTIC VIOLENCE SURVIVORS EXPERIENCING HOMELESSNESS$200,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 290OAKLANDCA946073601N/APCBERKELEY MEDIA STUDIES GROUP: BUILDING COMMUNICATIONS CAPACITY AMONG LOCAL HEALTH DEPARTMENTS$200,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 290OAKLANDCA946073601N/APCLEARNING FROM TOGETHER TOWARD HEALTH$197,560
PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 290OAKLANDCA946073601N/APCGENERAL OPERATING SUPPORT FOR THE PUBLIC HEALTH ALLIANCE OF SOUTHERN CALIFORNIA$500,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 290OAKLANDCA946073601N/APCGENERAL OPERATING SUPPORT FOR THE CALIFORNIA ALLIANCE FOR PREVENTION FUNDING$300,000
PUBLIC POLICY INSTITUTE OF CALIFORNIA
500 WASHINGTON ST STE 600SAN FRANCISCOCA941112932N/APCGENERAL OPERATING SUPPORT$200,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 GILMAN MC0615SAN DIEGOCA92093N/APCSTRENGTHENING THE CALIFORNIA STUDY ON VIOLENCE EXPERIENCES ACROSS THE LIFESPAN (CALVEX) STUDY FOR MEANINGFUL USE$800,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 GILMAN MC0615SAN DIEGOCA92093N/APCSAN DIEGO REFUGEE COMMUNITIES COALITION: BUILDING POLICY ADVOCACY CAPACITY IN REFUGEE AND IMMIGRANT COMMUNITIES TO ADVANCE HEALTH EQUITY$150,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 GILMAN MC0615SAN DIEGOCA92093N/APCGENERATING NEW POPULATION DATA ON DOMESTIC VIOLENCE AND MULTIPLE FORMS OF VIOLENCE IN CALIFORNIA$175,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
6 WEST 48TH STREET 10TH FLOORNEW YORKNY10036N/APCPREVENTING GENDER-BASED VIOLENCE FOR YOUTH OF COLOR IN CALIFORNIA$400,000
SAFE & SOUND
1757 WALLER STREETSAN FRANCISCOCA94117N/APCEVALUATING THE INTEGRATED CHILDREN AND FAMILY SERVICES PROGRAM$154,139
SAN FRANCISCO STUDY CENTER
1663 MISSION ST 310SAN FRANCISCOCA94103N/APCBUILDING ETHNIC MEDIA CAPACITY IN CALIFORNIA$200,000
SBCS CORPORATION
430 F STREETCHULA VISTACA91910N/APCEVALUATING THE MI ESCUELITA THERAPEUTIC PRESCHOOL PROGRAM$146,000
SCHOLARSHIP AMERICA INC
ONE SCHOLARSHIP WAYSAINT PETERMN56082N/APCSCHOLARSHIP AMERICA PROGRAM 2022$40,000
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HWYSACRAMENTOCA958339754N/APCTHE COMMUNITY ECONOMIC MOBILIZATION INITIATIVE$400,000
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HWYSACRAMENTOCA958339754N/APCHEALING TOGETHER CAMPAIGN$864,000
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HWYSACRAMENTOCA958339754N/APCTHE SAN JOAQUIN VALLEY HEALTH FUND$750,000
SILICON VALLEY COMMUNITY FOUNDATION
2440 WEST EL CAMINO REAL SUITE 300MOUNTAIN VIEWCA940401498N/APCCALIFORNIA BLACK FREEDOM FUND$2,000,000
SMALL BUSINESS MAJORITY FOUNDATION INC
1015 15TH STREET NW SUITE 450WASHINGTONDC20005N/APCPROMOTING SMALL BUSINESS SUPPORT AND IMPLEMENTATION OF PAID FAMILY LEAVE POLICIES IN CALIFORNIA$450,000
SOCIAL FINANCE INC
2 ATLANTIC AVE 5TH FLOORBOSTONMA02110N/APCSTATEWIDE POOLED FUND FOR GUARANTEED INCOME PILOTS AND THEIR EVALUATION$200,000
SOCIAL GOOD FUND
12651 SAN PABLO AVE UNIT 5473RICHMONDCA94805N/APCENDING INTERGENERATIONAL CYCLES OF VIOLENCE AND SUPPORTING HEALING FOR BLACK FAMILIES$500,000
SOCIAL GOOD FUND
12651 SAN PABLO AVE UNIT 5473RICHMONDCA94805N/APCENDING INTERGENERATIONAL CYCLES OF VIOLENCE FOR BLACK FAMILIES$122,500
SOUTHERN CALIFORNIA GRANTMAKERS
1000 NORTH ALAMEDA STREET SUITE 230LOS ANGELESCA90012N/APCLOS ANGELES COUNTY CENTER FOR STRATEGIC PARTNERSHIPS$100,000
SOUTHERN CALIFORNIA GRANTMAKERS
1000 NORTH ALAMEDA STREET SUITE 230LOS ANGELESCA90012N/APCGENERAL OPERATING SUPPORT$150,000
SOUTHERN CALIFORNIA GRANTMAKERS
1000 NORTH ALAMEDA STREET SUITE 230LOS ANGELESCA90012N/APCCENTER FOR STRATEGIC PARTNERSHIPS: PLANNING AN INTEGRATED, COMMUNITY-BASED PUBLIC HEALTH INFRASTRUCTURE IN LOS ANGELES COUNTY$75,000
THE ASPEN INSTITUTE
2300 N STREET NW SUITE 700WASHINGTONDC20037N/APCWOMEN IN THE ECONOMY (WE) PROJECT$50,000
THE FULLER PROJECT FOR INTERNATIONAL REPORTING
712 H ST NE PMB 37WASHINGTON DCDC20002N/APCREPORTING ON ECONOMIC SECURITY AND MOBILITY ISSUES IN CALIFORNIA THROUGH A GENDER EQUITY LENS$500,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
10889 WILSHIRE BLVD SUITE 700LOS ANGELESCA900051406N/APCCOMPARATIVE RESEARCH ON EQUITABLE PAID FAMILY LEAVE POLICY OPPORTUNITIES$354,768
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
C/O SPONSORED PROJECTS OFFICE 1608BERKELEYCA947101749N/APCEVALUATION OF CONTRA COSTA COUNTY BEHAVIORAL HEALTH CRISIS INITIATIVE FOR DOMESTIC VIOLENCE PREVENTION$326,000FOURTH ST STE 220 MAIL CODE 5940
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
C/O SPONSORED PROJECTS OFFICE 1608BERKELEYCA947101749N/APCOTHERING AND BELONGING INSTITUTE$650,000FOURTH ST STE 220 MAIL CODE 5940
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT RIVERSIDE
245 UNIVERSITY OFFICE BUILDINGRIVERSIDECA925210217N/APCPROMOTING EQUITY IN ECONOMIC DEVELOPMENT IN RIVERSIDE AND SAN BERNARDINO COUNTIES$125,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
490 ILLINOIS STREET 4TH FLOOR BOXSAN FRANCISCOCA941430962N/APCCOMMUNITY PARTNERSHIP IN STATEWIDE HOMELESSNESS RESEARCH$289,0100962
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
490 ILLINOIS STREET 4TH FLOOR BOXSAN FRANCISCOCA941430962N/APCEITC OUTREACH STUDY$517,5010962
THE UCLA FOUNDATION
PO BOX 7145PASADENACA911099903N/APCADDRESSING DOMESTIC VIOLENCE IN THE CHILD WELFARE SYSTEM$350,000
THIRD SECTOR NEW ENGLAND INC
89 SOUTH STREET SUITE 700BOSTONMA02111N/APCPACES CONNECTION LEARNING COMMUNITY$100,000
TIDES CENTER
PO BOX 29907SAN FRANCISCOCA94129N/APCLESSONS LEARNED: INCORPORATING HUMAN-CENTERED DESIGN AND COHORT-BASED LEARNING INTO MULTISECTOR COLLABORATIVES$200,000
TIDES CENTER
PO BOX 29907SAN FRANCISCOCA94129N/APCSOLUTIONS-DRIVEN AND COMMUNITY-BASED REPORTING ON DOMESTIC VIOLENCE AS A HEALTHY EQUITY ISSUE IN CALIFORNIA$265,000
TIDES CENTER
PO BOX 29907SAN FRANCISCOCA94129N/APCGENERAL OPERATING SUPPORT FOR THE BAY AREA REGIONAL HEALTH INEQUITIES INITIATIVE$500,000
TIDES FOUNDATION
1014 TORNEY AVESAN FRANCISCOCA94129N/APCPRACTITIONERS VOICE CALIFORNIA$500,000
TIME FOR CHANGE FOUNDATION
PO BOX 25040SAN BERNARDINOCA92406N/APCIMPLEMENTING AND EVALUATING THE POSITIVE FAMILY FUTURES AND REUNIFICATION PROGRAM$145,700
UNIVERSITY OF SOUTHERN CALIFORNIA
ANNENBERG SCHOOL FOR COMMUNICATIONLOS ANGELESCA90007N/APCCALIFORNIA HEALTH JOURNALISM FELLOWSHIPS$476,589AND JOURNALISM 3502 WATT WAY
UPMC CHILDRENS HOSPITAL FOUNDATION
4401 PENN AVENUEPITTSBURGHPA15224N/APCINTIMATE PARTNER VIOLENCE: A HEALTH-BASED PERSPECTIVE$25,000
URBAN HABITAT
2000 FRANKLIN STREETOAKLANDCA94612N/APCCOMMUNITY VOICE IN PUBLIC BOARDS AND COMMISSIONS$425,000
VISION Y COMPROMISO
15808 HESPERIAN BOULEVARDSAN LORENZOCA94580N/APCIMPLEMENTING AND EVALUATING THE FAMILY, FRIEND, AND NEIGHBOR CAREGIVERS PROJECT$130,000
VOSE RIVER CHARITABLE FUND
7501 WISCONSIN AVE STE 1310EBETHESDAMD20814N/APCBUILD HEALTH CHALLENGE COHORT FOUR$1,000,000
WEAVE INC
1900 K STREETSACRAMENTOCA95811N/APCEVALUATING THE DOMESTIC VIOLENCE RESIDENTIAL SERVICES STRENGTHS MODEL$150,000
WOMEN'S FOUNDATION OF CALIFORNIA
1301 CLAY ST 71719OAKLANDCA94612N/APCSUPPORTING DOMESTIC VIOLENCE ORGANIZATIONS AND NETWORKS TO ADVANCE PREVENTION THROUGH SYSTEMS CHANGE$575,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,210,140TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FUND FOR SANTA BARBARA
1219 STATE STREETSANTA BARBARACA93101N/APCCROSS-SECTOR EQUITY COLLABORATION TOOLKIT$50,000
COMITE CIVICO DEL VALLE
235 MAIN STREETBRAWLEYCA92227N/APCEMERGING LEADERS - DANIELA FLORES$50,000
CORAHU LLC
1721 BROADWAYOAKLANDCA94612N/ANCEMERGING LEADER JOSE CORDON$15,850
ASIAN PACIFIC FUND
465 CALIFORNIA STREETSAN FRANCISCOCA94104N/APCLEADERSHIP & DEVELOPMENT SUPPORT$50,000
NATIONAL OPINION RESEARCH CENTER
55 EAST MONROE STREETCHICAGOIL60603N/APCEXPANDING THE SURVEY PANEL FOR BLACK, ASIAN AMERICAN, NATIVE HAWAIIAN, AND PACIFIC ISLANDER POPULATIONS$500,000
ACCESS REPRODUCTIVE JUSTICE
4900 SHATTUCK AVENUEOAKLANDCA94609N/APCGENERAL OPERATING SUPPORT - REPRODUCTIVE HEALTHCARE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$715,850TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,487,814ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,186,344ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion18ExclusionCd
Exclusion$2,404ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$696,126ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$696,126TotalIncomeProducingActyAmt

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$20,000,666TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySTOCK DONATIONNoncashPropertyDesc
Fair Market Value$20,000,666FairMarketValueAmt
Received2022-12-08ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$52,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$52,500DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
MANATT
2049 CENTURY PARK EAST SUITE 1700LOS ANGELESCA900672022-12-31$50,000TO DEVELOP AND TEST AN OPEN SOURCE WEB-BASED UTILITY TO INTEGRATE AND ALIGN THE REQUIREMENTS OF A BROAD ARRAY OF PUBLIC AND PRIVATE FUNDS THAT CAN BE BRAIDED AND BLENDED TO ADDRESS THE IMPACTS OF SOCIAL DETERMINANTS OF HEALTH.NO DIVERSION OF GRANT FUNDS WAS FOUND.FINAL REPORT: 5/1/2023BLUE 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.
MARY ANN LIEBERT INC
140 HUGUENOT STREETNEW ROCHELLENY108012022-03-25$50,000TO FUND HEALTH EQUITY IN PUBLISHING A PEER-REVIEWED SPECIAL ISSUE ON HEALTH DISPARITIES AMONG ASIAN AMERICANS, NATIVE HAWAIIANS, AND PACIFIC ISLANDERS (AANHPIS) SINCE THE PANDEMIC. FOLLOWING THE RELEASE OF THE ISSUE, A ROUNDTABLE DISCUSSION AND THE DISSEMINATION OF HARD COPIES TO ALL MEMBERS OF CONGRESS, STATE LEGISLATORS, ADVOCATES WITH A COVER LETTER FROM BSCF THAT EXPLAINS WE'RE SUPPORTING THIS SPECIAL ISSUE AND WHY.NO DIVERSION OF GRANT FUNDS WAS FOUND.FINAL REPORT: 4/1/2023BLUE 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.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
OTHER INCREASES AND DECREASES IN NET ASSETSFORM 990-PF, PART IIIASSETS 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: $7,611,419.
LINE 1 CONTINUEDFORM 990-PF, PART VIII-ASTATEMENT 1 CONTINUED:IPV SERVICE PROVIDER ORGANIZATIONS, AND OTHERS WITH "ON THE GROUND" PERSPECTIVES REGARDING OPERATIONAL ISSUES RELATED TO MEDI-CAL COVERAGE OF SERVICES FOR SURVIVORS AND THOSE AT RISK. MATHEMATICA WILL GATHER INPUT FROM THE COUNCIL ON RESEARCH PRIORITIES. MATHEMATICA WILL ALSO ASSESS THE POTENTIAL FOR A FUTURE LEARNING COLLABORATIVE WITH STATE MEDICAID AGENCIES TO SHARE BEST PRACTICES, QUESTIONS, AND EXPERIENCES RELATED IDENTIFYING, ADDRESSING, AND PREVENTING IPV. MATHEMATICA WILL ENGAGE WITH ADDITIONAL STAKEHOLDERS THROUGHOUT THE PROJECT AND PARTICIPATE IN DISSEMINATION ACTIVITIES, SUCH AS AD HOC PRESENTATIONS AND MEETINGS WITH POLICYMAKERS AND LEADERS FROM THE FIELD.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockU.S. COMMON STOCKStockNm
EOY Book Value$21,748,501EOYBookValueAmt
EOYFMV$21,748,501EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOME FUNDSFMV$42,895,013$42,895,013
OTHER INVESTMENTSFMV$155,326$155,326

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INVESTMENT INCOME$59,205$126,529$126,529
EXCISE TAX RECEIVABLE$134,396$180,394$180,394
DEFERRED TAX ASSET$0$31,359$31,359

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSS ON INVESTMENTS$9,379,192
IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES$7,611,419

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$1,262$0$1,262
BOARD MEETING EXPENSES$21,305$0$21,305
HONORARIA EXPENSES$5,271$0$5,271
INTERNAL/TEAM MEETINGS$17,710$0$17,710
IT / TELECOMMUNICATIONS$161,832$0$161,832
LICENSE & FEES$2,073$0$2,073
MARKETING$166,139$0$166,139
MEMBERSHIPS$183,847$0$183,847
OFFICE SUPPLIES$3,117$0$3,117
STAFF TRAINING & DEVELOPMENT$25,465$0$25,465
STATE FILING FEE$800$0$800
SUBSCRIPTIONS$7,221$0$7,221
ACCRUAL TO CASH ADJUSTMENT$0$0-$501,612

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$2,404RevenueAndExpensesPerBooksAmt
Adjusted Net Income$2,404AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIESDesc
Amt$7,611,419Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$99,012BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROGRAM CONSULTING & EVALUATION$5,192,421$0$5,192,421
INVESTMENT MANAGEMENT FEES$7,879$7,879$0
HONORARIA FEES$19,550$0$19,550

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX EXPENSESCategoryTxt
Amt$73,631Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt