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MEDTRONIC GLOBAL HEALTH FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MEDTRONIC GLOBAL HEALTH FOUNDATION (EIN 81-2307516)
Tax period
2019-05-01 to 2020-04-24
Filed
2021-03-04
IRS object ID
202100639349100900
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-03-04T16:22:39-06:00ReturnTs
Tax Period End2020-04-24TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 S 6TH ST 2300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN812307516EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEDTRONIC GLOBAL HEALTH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEDTBusinessNameControlTxt
Phone7635052643PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1710 MEDTRONIC PKWYAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAURVI BHATTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7635052643PhoneNum
Signature2021-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE H MOHR CPAPreparerPersonNm
PTINP00447603PTIN
Phone6128764500PhoneNum
Preparation2021-03-02PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,495,584FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,073,808ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,073,808TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,769,281OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,359,623OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$70,300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$36,700OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,839,581TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,396,323TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,834,228ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,834,228ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,673,809TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,230,551TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,399,999ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$652,327CashBOYAmt
Cash EOY$95,584CashEOYAmt
Cash EOYFMV$95,584CashEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$2,400,000OtherAssetsEOYAmt
Other Assets EOYFMV$2,400,000OtherAssetsEOYFMVAmt
Total Assets BOY$652,327TotalAssetsBOYAmt
Total Assets EOY$2,495,584TotalAssetsEOYAmt
Total Assets EOYFMV$2,495,584TotalAssetsEOYFMVAmt
Accounts Payable BOY$49,748AccountsPayableBOYAmt
Accounts Payable EOY$33,600AccountsPayableEOYAmt
Grants Payable BOY$540,594GrantsPayableBOYAmt
Grants Payable EOY$1,000,000GrantsPayableEOYAmt
Total Liabilities BOY$590,342TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,033,600TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$61,985NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,461,984NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$61,985TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,461,984TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$652,327TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,495,584TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$61,985TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,399,999ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,461,984SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,461,984TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,640,735AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$0NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,364,265AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,346,429AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,630,551QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressFOUNDATION.MEDTRONIC.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7635052643PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1710 MEDTRONIC PKWYAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55432ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To 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 (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAURVI BHATT
710 MEDTRONIC PARKWAYMINNEAPOLISMN55432PRESIDENT, VICE CHAIR15.00$0$0$0
HAL BECKHAM
710 MEDTRONIC PARKWAYMINNEAPOLISMN55432TREASURER5.00$0$0$0
MARTHA HA
710 MEDTRONIC PARKWAYMINNEAPOLISMN55432SECRETARY0.20$0$0$0
ADAM KRAUSS
710 MEDTRONIC PARKWAYMINNEAPOLISMN55432ASSISTANT SECRETARY2.00$0$0$0
LIZ LUND
710 MEDTRONIC PARKWAYMINNEAPOLISMN55432ASSISTANT SECRETARY18.00$0$0$0
CAROL SURFACE
710 MEDTRONIC PARKWAYMINNEAPOLISMN55432CHAIR OF BOARD, DIRECTOR0.20$0$0$0
OMAR ISHRAK
710 MEDTRONIC PARKWAYMINNEAPOLISMN55432BOARD DIRECTOR0.20$0$0$0
BRAD LERMAN
710 MEDTRONIC PARKWAYMINNEAPOLISMN55432BOARD DIRECTOR0.20$0$0$0
KAREN PARKHILL
710 MEDTRONIC PARKWAYMINNEAPOLISMN55432BOARD DIRECTOR0.20$0$0$0
GEOFF MARTHA
710 MEDTRONIC PARKWAYMINNEAPOLISMN55432BOARD DIRECTOR0.20$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
PUBLIC HEALTH INSTITUTE
555 12TH ST 10TH FLOOROAKLANDCA94607PROGRAM IMPLEMENTATION$885,363
UNIVERSITY OF WASHINGTON
4300 ROOSEVELT WAY NE STE 300SEATTLEWA98105EVALUATE & VALIDATE PARTNER DATA$534,980
WEBER SHANDWICK
510 MARQUETTE AVE STE 13FMINNEAPOLISMN55402MARKETING AND COMMUNICATIONS$154,487
DEVEX
1341 CONNECTICUT AVE NW STE 2WASHINGTONDC20036THOUGHT LEADERSHIP SUPPORT$99,450
STANFORD UNIVERSITY
485 BROADWAYREDWOOD CITYCA94063THOUGHT LEADERSHIP SUPPORT$80,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1IN MAY 2019, THE FOUNDATION MADE A $2,400,000 DIRECT EQUITY PRI IN MEDTRONIC LABS PBC (LABS), BECOMING THE SOLE INVESTOR OF LABS. LABS DESIGNS HEALTHCARE DELIVERY SERVICE MODELS WITH AND FOR UNDERSERVED COMMUNITIES THAT INTEGRATE DIGITAL AND PRODUCT TECHNOLOGIES ACROSS THE PATIENT CARE CONTINUUM. IT PARTNERS WITH LOCAL TECH ENTREPRENEURS, HEALTHCARE PROVIDERS, NGOS (NON-GOVERNMENTAL ORGANIZATIONS), GOVERNMENTS, AND OTHER STAKEHOLDERS. THE FOUNDATION'S PRI IS ACCOUNTED FOR USING THE MEASUREMENT ALTERNATIVE, WHICH IS USED FOR CERTAIN EQUITY INVESTMENTS WITHOUT A READILY DETERMINABLE FAIR VALUE THAT DO NOT QUALIFY FOR THE EQUITY METHOD. UNDER THIS METHOD, THE FOUNDATION RECOGNIZES THE COST OF ITS INVESTMENT AS AN ASSET, ADJUSTS FOR ANY CHANGES RESULTING FROM OBSERVABLE PRICE CHANGES FOR IDENTICAL OR SIMILAR INVESTMENTS OF THE SAME ISSUER, AND EVALUATES THE INVESTMENT ANNUALLY FOR IMPAIRMENT. NO IMPAIRMENT OF THE INITIAL INVESTMENT WAS IDENTIFIED AS OF APRIL 24, 2020.Description1Txt
Expenses1$2,400,000Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$2,400,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$370,092AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$370,092TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$370,092AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$370,092CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,230,551ExpensesAndContributionsAmt
Program Related Invst Total$2,400,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$11,630,551QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$11,630,551AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$11,630,551QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,630,551RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,630,551TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$11,630,551CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGRANT APPLICATIONS SHOULD BE SUBMITRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1710 MEDTRONIC PKWYAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55432ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7635052643RecipientPhoneNum
Form And Info And MaterialsORGANIZATIONS MUST APPLY FOR GRANTS USING THE FOUNDATION'S ONLINE APPLICATION SYSTEM. ADDITIONAL DOCUMENTS WILL BE REQUIRED WITH THE ONLINE APPLICATION. THE ONLINE APPLICATION PROCESS ALLOWS FOR THE ATTACHMENT OF REQUIRED DOCUMENTS IN AN ELECTRONIC FORMAT. THE ADDITIONAL DOCUMENTS REQUIRED WITH THE ONLINE APPLICATION ARE AS FOLLOWS: - PROJECT BUDGET FORM (A TEMPLATE WILL BE PROVIDED ONLINE) - INTERIM/FINAL REPORT ON THE GRANT APPLICANT'S MOST RECENT GRANT FROM MEDTRONIC GLOBAL HEALTH FOUNDATION (ONLY REQUIRED IF THE GRANT APPLICANT HAS PREVIOUSLY RECEIVED FUNDING FROM THE FOUNDATION)FormAndInfoAndMaterialsTxt
Submission DeadlinesDEADLINES VARY. MOST PROGRAMS ARE DUE BETWEEN SEPTEMBER 15 - JANUARY 31.SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION FUNDS: - IN THE U.S.: 501(C)(3) ORGANIZATIONS (AN IRS DETERMINATION LETTER VERIFYING THE STATUS IS REQUIRED) - OUTSIDE THE U.S.: ORGANIZATIONS REGISTERED AS NONPROFITS, OR IN SOME CASES, ORGANIZATIONS THAT FUNCTION AS NONPROFITS, WHICH COULD INCLUDE SCHOOLS AND GOVERNMENT INSTITUTIONS. THE FOUNDATION DOES NOT FUND: - CONTINUING MEDICAL EDUCATION (CME) GRANTS - 501(C)(3) TYPE 509(A)(3) SUPPORTING ORGANIZATIONS - CAPITAL OR CAPITAL PROJECTS - GENERAL OPERATING SUPPORTRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AMERICARES
88 HAMILTON AVESTAMFORDCT06902N/APCCOVID-19 RESPONSE$800,000
BRAC USA
110 WILLIAM ST 18TH FLOORNEW YORKNY10038N/APCFEASBILITY AND COVID 19 RESPONSE$299,998
CHILDREN'S HEARTLINK
5075 ARCADIA AVEEDINAMN55436N/APCENGAGING FRONTLINE HEALTH WORKERS IN KERALA TO ENHANCE CHD PATIENT CARE CONTINUUM AND COVID 19 SUPPORT$119,500
DEVELOPMENT EX WASHINGTON DC
1701 RHODE ISLAND AVE NWWASHINGTONDC20036N/ANCUNGA EVENT VIDEO PRODUCTION$5,000
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117N/APCCOVID-19 PANDEMIC RESPONSE IN THE U.S.$400,000
DUKE UNIVERSITY - DUKE CLINICAL RESEARCH INSTITUTE
MORRIS STDURHAMNC27701N/APCIMPROVE STROKE CARE PROGRAM$468,323
GRAMEEN AMERICA INC
5210 4TH AVEBROOKLYNNY11220N/APCFEASIBILITY AND COVID 19 RESPONSE$300,000
HEALTHFINDERS COLLABORATIVE INC
1415 TOWN SQUARE LNFARIBAULTMN55021N/APCFEASIBILITY AND COVID 19 RESPONSE$300,000
HEALTHFINDERS COLLABORATIVE INC
1415 TOWN SQUARE LNFARIBAULTMN55021N/APCGIVE THE GIFT OF HEALTH - HEALTHFINDERS ANNUAL FUNDRAISING GALA$5,000
IMPACT INVESTMENT EXCHANGE PTE LTD (IIX)
N/ANCWOMEN'S HEALTH IMPACT ASSESSMENT TOOLKIT$95,0001 KING GEORGES AVE 05-00 REHAUBUILDINGSINGAPORESN208557
INTERNATIONAL MEDICAL CORPS
1313 L ST NW 220WASHINGTONDC20005N/APCCOVID 19 RESPONSE$200,000
KARNATAKA HEALTH PROMOTION TRUST
N/ANCFEASIBILITY AND COVID 19 RESPONSE$299,889RAJAJINAGAR INDL AREA BEHIND KSSIDCADMIN OFFICE RAJAJINAGARKARNATAKAIN560044
MOTHERS2MOTHERS INTERNATIONAL INC
7441 SUNSET BLVD SUITE 205LOS ANGELESCA90046N/APCFEASIBILITY AND COVID 19 REPONSE$299,815
NORTHSIDE ACHIEVEMENT ZONE
2123 W BROADWAY AVE 100MINNEAPOLISMN55411N/APCONE FUTURE LUNCHEON$10,000
RESEARCH TRIANGLE INSTITUTE
2 TW ALEXANDER DRRESEARCH TRIANGLENC27709N/APCHEARTRESCUE GLOBAL - IMPLEMENTATION OF EXPANDING ACCESS TO ACUTE CVD CARE FOR SELECT POPULATIONS IN CHINA AND INDIA ADDING DEVELOPING AND DISSEMINATING POLICY BRIEFS ON HEARTRESCUE TOPICS AND INTEGRATING NEW PARTNER INTO THE GLOBAL PARTNERS TEAM.COVID$1,575,994
SEED GLOBAL HEALTH
20 ASHBURTON PLBOSTONMA02108N/APCTRANSFORMING HEALTH WORKFORCE EDUCATION: INCREASING HEALTH EQUITY TO ACHIEVE UHC$5,000
US FUND FOR UNICEF
125 MAIDEN LNNEW YORKNY10038N/APCCOVID-19 EMERGENCY RESPONSE$500,000
UNITED NATIONS FOUNDATION
1750 PENNSYLVANIA AVENUE NW 300WASHINGTONDC20006N/APCCOVID-19 SOLIDARITY RESPONSE FUND$500,000
UNIVERSITY OF WASHINGTON INSTITUTE FOR HEALTH METRICS AND EVALUATION IHME
2301 5TH AVESEATTLEWA98121N/APCHEALTHRISE$618,209
WELLSHARE INTERNATIONAL
122 W FRANKLIN AVEMINNEAPOLISMN55404N/APCBRIDGE TO HEALTH LUNCHEON$2,500
WOMEN IN GLOBAL HEALTH INC
30901 WIEGMAN CTHAYWARDCA94544N/APCHEROINES OF HEALTH 2020$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,834,228TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL & PREVENTION INCBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1600 PEACHTREE ST NE 1000AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30308ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCOVID 19 RESPONSEGrantOrContributionPurposeTxt
Amt$1,000,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,000,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

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

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 Line1MEDTRONIC COMMUNITIES FOUNDATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1710 MEDTRONIC PARKWAYAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55432ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,073,808TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationTHE SOLE CONTRIBUTOR TO MEDTRONIC GLOBAL HEALTH FOUNDATION IS THE MEDTRONIC COMMUNITIES FOUNDATION. AS MEDTRONIC COMMUNITIES FOUNDATION IS ALSO A NON-OPERATING PRIVATE FOUNDATION, A GRANT AGREEMENT HAS BEEN EXECUTED THAT REQUIRES MEDTRONIC GLOBAL HEALTH FOUNDATION TO EXPEND ALL OF THE MONEY CONTRIBUTED BY THE END OF THE TAX YEAR FOLLOWING THE CONTRIBUTION AND TO TREAT THE EXPENDITURES AS OUT OF CORPUS. ANY CASH AMOUNTS HELD AT YEAR-END HAVE ALREADY BEEN DESIGNATED FOR A CHARITABLE GRANT AND ARE AWAITING RECEIPT BY THE GRANTEE.AS SUCH, NONE OF THE ASSETS HELD BY MEDTRONIC GLOBAL HEALTH FOUNDATION ARE DEEMED AS HELD FOR NON-CHARITABLE USE.ShortExplanationTxt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdExpended By GranteeExpendedByGranteeAmtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
DEVELOPMENT EX WASHINGTON DC
1701 RHODE ISLAND AVE NWWASHINGTONDC200362019-09-15$5,000PRODUCE A VIDEO FEATURING PATIENTS, THROUGH EXISTING FOOTAGE PROVIDED BY MEDTRONIC FOUNDATION AND A VIDEO INTERVIEW SHOT DURING THE UN GENERAL ASSEMBLY IN SEPTEMBER 2019. THE VIDEO WILL BE PUBLISHED AND PROMOTED THROUGH DEVEX SOCIAL MEDIA CHANNELS TO HIGHLIGHT ISSUES IN GLOBAL HEALTH.NONE KNOWNDUE 4/30/21
IMPACT INVESTMENT EXCHANGE PTE LTD (IIX)
2019-07-25$95,000WOMEN'S HEALTH IMPACT ASSESSMENT TOOLKIT.NONE KNOWN04/07/20201 KING GEORGES AVE 05-00 REHAUBUILDINGSINGAPORESN208557$95,0002020-04-07THE TOOLKIT WAS COMPLETED IN ADDITION TO A CASE STUDY ON MATERNAL HEALTH INITIATIVES. THIS INCLUDED TOOLKIT TESTING AND AN IMPACT ASSESSMENT REPORT ON MATERNITY CARE COALITION (MCC), CONSOLIDATION OF THE TOOLKIT METRICS BASED ON FEEDBACK RECEIVED, AND APPROVAL FOR PUBLICATION OF MATERIAL ON IIX WEBSITE FOR OTHER HEALTHCARE ECOSYSTEM PLAYERS TO MEASURE PATIENT-CENTRIC OUTCOMES.
KARNATAKA HEALTH PROMOTION TRUST
2020-04-24$299,815FEASIBILITY TO SCALE GRANT TO IMPROVED HEALTH OUTCOMES FOR UNDERSERVED POPULATIONS THROUGH THE WORK OF COMMUNITY HEALTH WORKERS TO ADDRESS NCD CARE IN INDIANONE KNOWNDUE 4/30/2021RAJAJINAGAR INDL AREA BEHIND KSSIDCADMIN OFFICE RAJAJINAGARKARNATAKAIN560044
TELETHON KIDS INSTITUTE
2019-04-17$540,594RHEACH (RHEUMATIC HEART DISEASE. EVIDENCE. ADVOCACY. COMMUNICATION. HOPE.) TO INCREASE THE CAPACITY OF POLICY MAKERS AND HEALTHCARE WORKERS TO PREVENT, IDENTIFY AND MANAGE RHEUMATIC FEVER AND RHEUMATIC HEART DISEASE IN ENDEMIC COUNTRIES AND EXPLORE WAYS TO SUSTAIN THESE EFFORTS BEYOND MEDTRONIC FOUNDATION FUNDING.NONE KNOWN05/30/2020PERTH CHILDRENS HOSPITAL 15HOSPITAL AVENUENEDLANDSAS6009$540,5942020-05-30PRIORITIZED HIGH IMPACT AREAS ARTICULATED IN THE RHD ACTION PRIORITY PYRAMID TO FOSTER NEW OPPORTUNITIES FOR INTEGRATION AND DEEPEN SUPPORT FOR PEOPLE LIVING WITH RHD, THEIR FAMILIES, COMMUNITIES, AND CLINICIANS. USED TECHNICAL KNOWLEDGE AND EXPERIENCE TO ASSIST MEMBER STATES IN IMPLEMENTING PROGRAMS FOR THE PREVENTION AND CONTROL OF RF AND RHD. BROUGHT TOGETHER CLINICAL AND PUBLIC HEALTH EXPERTS WITH THE INSIGHTS OF PEOPLE LIVING WITH AND AFFECTED BY RHD FROM ACROSS THE WORLD TO SHARE BEST PRACTICES FOR PREVENTION AND TREATMENT.
TELETHON KIDS INSTITUTE
2018-04-02$541,000RHEACH (RHEUMATIC HEART DISEASE. EVIDENCE. ADVOCACY. COMMUNICATION. HOPE.) TO INCREASE THE CAPACITY OF POLICY MAKERS AND HEALTHCARE WORKERS TO PREVENT, IDENTIFY AND MANAGE RHEUMATIC FEVER AND RHEUMATIC HEART DISEASE IN ENDEMIC COUNTRIES AND EXPLORE WAYS TO SUSTAIN THESE EFFORTS BEYOND MEDTRONIC FOUNDATION FUNDING.NONE KNOWN5/30/20PERTH CHILDRENS HOSPITAL 15HOSPITAL AVENUENEDLANDSAS6009$541,0002020-05-30SUPPORTED WHO AT THE GLOBAL AND REGIONAL LEVEL TO RESPOND EFFECTIVELY TO THE MOST PRESSING NEEDS OF COUNTRIES IN ADDRESSING RHD, WORKED IN PARTNERSHIP WITH SELECTED HIGH-RHD BURDEN COUNTRIES TO STRENGTHEN THEIR RF/RHD PREVENTION AND CONTROL EFFORTS, AND PRODUCED AND DISSEMINATED RESOURCES THAT CAN BE USED BY ANY RHD-ENDEMIC COUNTRY TO IMPROVE THEIR HEALTH WORKFORCE CAPACITY IN RF/RHD PREVENTION, DIAGNOSIS, AND MANAGEMENT.
DEVELOPMENT EX WASHINGTON DC
1701 RHODE ISLAND AVE NWWASHINGTONDC200362018-04-27$60,000HIGHLIGHT UNHEARD VOICES OF PATIENTS, CAREGIVERS, AND HEALTH WORKERS FACING NCDS IN EMERGING MARKETSNONE KNOWN2/05/20$60,0002020-02-05THE FUNDS DROVE AN ONLINE GLOBAL CONVERSATION AROUND THE IMPACT OF NCDS IN THE DEVELOPING WORLD IN PARTNERSHIP WITH NGO'S, CORPORATIONS, AND AID AGENCIES WORKING TOGETHER TO ADDRESS THE CAUSES AND REPERCUSSIONS OF NCDS. INCREASED UNDERSTANDING AND HEALTH IMPLICATIONS OF NCDS IN DEVELOPING COUNTRIES; EXPLORED THE IMPLICATIONS OF THE IMPACT OF NCDS ON ECONOMIC AND SOCIETAL COSTS THROUGH EFFECTIVE JOURNALISM; HIGHLIGHTING INNOVATIVE SOLUTIONS AND ENCOURAGING A FUTURE-FORWARD OUTLOOK OF PROGRAMS AND SOLUTIONS TOWARD SOLVING CHALLENGES AROUND NCDS. AND, SEPARATELY, ENCOURAGING PRIVATE SECTOR COMMITMENTS TOWARD ACHIEVING THE SDGS AND IN PARTICULAR, THOSE FOCUSED ON HEALTHCARE OUTCOMES.
CHARITIES AID FOUNDATION OF AMERICA
225 REINEKERS LANE SUITE 375ALEXANDRIAVA223142021-04-24$575,775MEDTRONIC GLOBAL HEALTH FOUNDATION OPPORTUNITY GRANTSNONE KNOWN1/8/21$557,7022021-01-08INTERIM REPORTS RECEIVED MONTHLY. THE CHARITIES AID FOUNDATION OF AMERICA IS A 501(C)(3) PUBLIC CHARITY THAT ADMINISTERS THE DONOR ADVISED FUND THROUGH WHICH MEDTRONIC GLOBAL HEALTH FOUNDATION ISSUES INTERNATIONAL GRANTS. INTERIM REPORTS OF DISBURSEMENTS ARE RECEIVED REGULARLY FROM THE GRANTEE. DETAIL IS AVAILABLE UPON REQUEST.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierCHANGE IN ACCOUNTING PERIODIdentifierTxt
Form And Line ReferenceFORM 990-PF, PAGE 1,FormAndLineReferenceDesc
Medium ExplanationMEDTRONIC GLOBAL HEALTH FOUNDATION IS ELECTING TO ADOPT A 52/53 WEEK TAX YEAR, IN ORDER TO CORRESPOND WITH ITS AUDITED FINANCIAL STATEMENTS. THE 52/53 WEEK YEAR WILL END IN APRIL. THE TAX YEAR WILL ALWAYS END ON THE FINAL FRIDAY IN THE MONTH OF APRIL. FOR THE CURRENT TAX YEAR, THE TAX YEAR END DATE IS APRIL 24, 2020.MediumExplanationTxt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENTSDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$2,400,000EOYBookValueAmt
EOYFMV$2,400,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMEMBERSHIP DUESDesc
Revenue And Expenses Per Books$70,300RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$36,700DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL$15,000$0$15,000
PROGRAM IMPLEMENTATION$885,363$0$1,475,705
RESEARCH AND CONSULTING$714,430$0$714,430
MARKETING AND COMMUNICATION$154,488$0$154,488

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEDTRONIC LABS PBCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1710 MEDTRONIC PKWYAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55432ZIPCd
FieldValueIRS element (for citing)
EIN812904269EIN
DescSEE PART IX-B FOR DESCRIPTION OF INVESTMENT IN PROGRAM RELATED INVESTMENT.Desc
Amt$2,400,000Amt
FieldValueIRS element (for citing)
Total$2,400,000TotalAmt