BLUE CROSS AND BLUE SHIELD OF FLORIDA FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BLUE CROSS AND BLUE SHIELD OF FLORIDA FOUNDATION INC (EIN 59-3707820)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-25
- IRS object ID
- 202242989349100419
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-25T14:36:52-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593707820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blue Cross Blue Shield of Florida Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSAN TOWLER | InCareOfNm |
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 9049056803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 Deerwood Campus Pkwy DC3-4 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kim Read | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 9049051008 | PhoneNum |
| Signature | 2022-10-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kim | PersonFirstNm |
| Person Last | Read | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $539,908,376 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $95,712,600 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $55,136,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,136,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,221,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $337,140,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,727,748 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $1,206,109 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $165,069,947 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,070,181 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $26,263 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,002 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,194 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,164,704 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,429,923 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,005,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $80,509 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,117 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,708 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,293 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $677,865 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $414,818 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,997,534 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,926,347 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,769,938 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,268,763 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,767,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,195,110 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $138,302,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,070,181 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,422,969 | CashBOYAmt |
| Cash EOY | $7,073,617 | CashEOYAmt |
| Cash EOYFMV | $7,073,617 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $94,600 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,665 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,665 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $347,019,362 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $492,313,753 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $531,553,723 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $233,313 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,266,371 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,266,371 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $360,770,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $500,668,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $539,908,376 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $317,609 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $419,604 | AccountsPayableEOYAmt |
| Grants Payable BOY | $21,997,537 | GrantsPayableBOYAmt |
| Grants Payable EOY | $23,498,712 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $431,657 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $591,610 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,746,803 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,509,926 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $324,023,441 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $462,158,480 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $14,000,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $14,000,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $338,023,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $476,158,480 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $360,770,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $500,668,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $338,023,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $138,302,475 | ExcessRevenueOverExpensesAmt |
| Subtotal | $476,325,916 | SubtotalAmt |
| Other Decreases | $167,436 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $476,158,480 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $12,602,331 | $12,602,331 | $12,602,331 | |||
| ISHARES | D | $95,247,044 | $68,091,169 | $68,091,169 | 2009-12-03 | 2021-03-23 | $27,155,875 |
| PUBLICLY TRADED SECURITIES | P | $229,291,207 | $2,034,248 | $2,034,248 | $227,256,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,727,748 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,933,076 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,933,076 | SubtotalAmt |
| Tax Based On Investment Income | $1,933,076 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,031,918 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,031,918 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $98,842 | OverpaymentAmt |
| Applied To ES Tax | $98,842 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.floridabluefoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN TOWLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9049056803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 DEERWOOD CAMPUS PARKWAY | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE ATTACHMENT A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 Deerwood Campus Pkwy DC3-4 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Officer | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | |||||
| 4800 DEERWOOD CAMPUS PARKWAY | JACKSONVILLE | FL | 32246 | PROFESSNL SERVICES | $1,000,161 |
| Crop Creative Media | |||||
| 1024 Kings Avenue | JACKSONVILLE | FL | 32207 | 0 | $91,730 |
| Total Brand Experience | |||||
| 408 Surfview Drive | LOS ANGELES | CA | 90272 | 0 | $77,398 |
| Crawford Marketing & Consulting | |||||
| 2713 Blairstone Lane | TALLAHASSEE | FL | 32301 | 0 | $60,996 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SAPPHIRE AWARD SYMPOSIUM - 607 ATTENDEES AND NUMEROUS ORGANIZATIONS WERE REPRESENTED AT THIS 2-DAY EDUCATIONAL SEMINAR ADDRESSING VARIOUS HEALTH CARE ISSUES. | Description1Txt |
| Expenses1 | $338,681 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $458,836,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,896,415 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,281,036 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $488,014,254 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $488,014,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,320,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $480,694,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,034,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,034,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,933,076 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $37,927 | IncomeTaxAmt |
| Total Tax | $1,971,003 | TotalTaxAmt |
| Distributable Before Adj | $22,063,699 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,063,699 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,063,699 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,195,110 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $23,195,110 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,063,699 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,592,567 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $726,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,318,717 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,195,110 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $22,063,699 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,131,411 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,450,128 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,450,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,592,567 | ExcessFromYear2Amt |
| Excess From Year1 | $726,150 | ExcessFromYear1Amt |
| Excess From Current Year | $1,131,411 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT B | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 DEERWOOD CAMPUS PARKWAY DC3-4 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8004773736 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHMENT B | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHMENT B | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENT B | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT C | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT C | AddressLine1Txt |
| City | ATTACHMENT C | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHMENT C | GrantOrContributionPurposeTxt |
| Amt | $21,268,763 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,268,763 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT D | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT D - | AddressLine1Txt |
| Address Line2 | SEE ATTACHMENT D | AddressLine2Txt |
| City | ATTACHMENT D | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHMENT D - | GrantOrContributionPurposeTxt |
| Amt | $10,933,652 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,933,652 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,136,324 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,221,023 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,357,347 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,357,347 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| GUIDEWELL GROUP INC | |||||||
| 1 | 4800 DEERWOOD CAMPUS PKWY | JACKSONVILLE | FL | 32246 | $95,662,600 | Yes (X) | |
| BLUE CROSS BLUE SHIELD OF FLORIDA | |||||||
| 2 | 4800 DEERWOOD CAMPUS PARKWAY | JACKSONVILLE | FL | 32246 | $50,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 242,000 SHRS ISHARES S&P 500 | NoncashPropertyDesc |
| Fair Market Value | $95,662,600 | FairMarketValueAmt |
| Received | 2021-03-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $41,485 | Amt |
| Disbursements Charitable Prps | $25,194 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | BLUE CROSS BLUE SHIELD OF FLORIDA | ContractorPersonNm |
| Explanation | PROFESSIONAL SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|
| FUTURES | $7,484 | |
| MORTGG/ASSETBACKED SECURITIES | $47,186,492 | $55,594,703 |
| COMMON STOCK DOMESTIC | $385,076,557 | $355,514,248 |
| COMMON STOCK INTERNATIONAL | $116,394 | $135,126 |
| PRIVATE EQUITY FUND | $52,398,270 | $34,116,634 |
| PREFERRED STOCK | $400,689 | $399,419 |
| FOR GOV SECURITIES | $183,752 | $225,890 |
| CORPORATE DEBT SECURITIES | $39,832,764 | $39,914,821 |
| FOR CORP DEBT SECURITIES | $6,351,321 | $6,412,912 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,263 | LegalFeesAmt |
| Disbursements Charitable Prps | $17,002 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $233,313 | $792,748 | $792,748 |
| DUE FROM INVESTMENT BROKER | $473,623 | $473,623 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN DEFERRED TAX LIABILITY | $159,953 |
| CHANGE IN URGL | $7,483 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| SAPPHIRE AWARD EXPENSES | $338,681 | |
| TRAINING | $1,890 | $2,179 |
| SUBSCRIPTIONS | $0 | $55 |
| DUES | $69,548 | $83,233 |
| OFFICE SUPPLIES | $0 | $9,315 |
| OUTSIDE SERVICES | $0 | $570,924 |
| EQUIPMENT RENTAL | $0 | $2,654 |
| ADVERTISING | $4,699 | $5,595 |
| PHONE | $0 | $3,792 |
| MISC | $0 | $118 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMON FUND PARTNERSHIP | Desc |
| Net Investment Income | $1,206,109 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $431,657 | BOYBookValueAmt |
| EOY Book Value | $591,610 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,164,704 | Amt |
| Disbursements Charitable Prps | $1,429,923 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $2,005,000 | Amt |