BLUE CROSS AND BLUE SHIELD OF FLORIDA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BLUE CROSS AND BLUE SHIELD OF FLORIDA FOUNDATION INC (EIN 59-3707820)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-05
- IRS object ID
- 202142789349101004
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-05T12:04:59-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | TREASURER | PersonTitleTxt |
| Phone | 9049051008 | PhoneNum |
| Signature | 2021-10-01 | 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 | 2020 | 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 | $388,659,417 | 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 | $50,462 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,588,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,588,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,239,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,289,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,239,149 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | -$171,918 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,878,428 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,656,048 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $14,118 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,690 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,847 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $55,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,663,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,548,280 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $505,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $26,280 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,902 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $930 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $930 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $107,087 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $303,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,384,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,942,594 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,014,358 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,685,897 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,399,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,628,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,479,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,656,048 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,651,317 | CashBOYAmt |
| Cash EOY | $13,422,969 | CashEOYAmt |
| Cash EOYFMV | $13,422,969 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $160,000 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $60,514 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $94,600 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $94,600 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $335,714,319 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $347,019,362 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $374,908,535 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $201,849 | OtherAssetsBOYAmt |
| Other Assets EOY | $233,313 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $233,313 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $343,787,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $360,770,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $388,659,417 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $308,444 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $317,609 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,669,077 | GrantsPayableBOYAmt |
| Grants Payable EOY | $21,997,537 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $252,371 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $431,657 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,229,892 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,746,803 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $313,558,107 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $324,023,441 | 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 | $327,558,107 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $338,023,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $343,787,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $360,770,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $327,558,107 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,479,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,165,298 | OtherIncreasesAmt |
| Subtotal | $338,202,727 | SubtotalAmt |
| Other Decreases | $179,286 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $338,023,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN 70,971 SHARES ULTRA SHORT INC | P | 2019-11-21 | 2020-07-20 | $3,600,135 | $3,585,930 | $14,205 | $14,205 |
| PIMCO 992,282 SHARES STOCK | P | 2020-08-24 | $9,000,000 | $7,529,870 | $1,470,130 | $1,470,130 | |
| PIMCO ETF 39,268 SHARES | P | 2019-11-21 | 2020-08-21 | $4,000,052 | $3,994,694 | $5,358 | $5,358 |
| STATE STREET INTL DEV EQUITY INDEX 47,241 SHARES | P | 2020-12-09 | $5,000,000 | $4,834,221 | $165,779 | $165,779 | |
| VANGUARD TSM INDEX 75,914 SHARES | P | 2020-12-09 | $7,031,914 | $2,625,540 | $4,406,374 | $4,406,374 | |
| ATCLO-6 1,000,000 SHARES | P | 2020-01-30 | 2020-01-30 | $500,000 | $480,000 | $20,000 | $20,000 |
| CAPITAL GAIN DIVIDENDS | P | $157,303 | |||||
| CAPITAL GAIN DIVIDENDS | P | $157,303 | |||||
| CAPITAL GAIN DIVIDENDS | P | $157,303 | |||||
| CAPITAL GAIN DIVIDENDS | P | $157,303 | |||||
| CAPITAL GAIN DIVIDENDS | P | $157,303 | |||||
| CAPITAL GAIN DIVIDENDS | P | $157,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,239,149 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $440,019 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $440,019 | SubtotalAmt |
| Tax Based On Investment Income | $440,019 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $371,937 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $471,937 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $31,918 | OverpaymentAmt |
| Applied To ES Tax | $31,918 | 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 |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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 (2 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 | $1,201,104 |
| PriceWaterhouseCoopers LLP | |||||
| PO Box 932011 | ATLANTA | GA | 31193 | PROFESSIONL SERVICES | $55,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $346,856,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,256,724 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $327,913 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $352,440,865 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $352,440,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,286,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $347,154,252 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,357,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,357,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $440,019 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $15,353 | IncomeTaxAmt |
| Total Tax | $455,372 | TotalTaxAmt |
| Distributable Before Adj | $16,902,341 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,902,341 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,902,341 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,628,491 | 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 | $17,628,491 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,628,491 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,902,341 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $4,592,567 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,592,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,628,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $16,902,341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $726,150 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,318,717 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,318,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,592,567 | ExcessFromYear1Amt |
| Excess From Current Year | $726,150 | 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 BCBSF Foundation website at www.floridabluefoundation.com or contact 1800-477-3746 Extension 63215 for this information. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See www.floridabluefoundation.com for submission deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | See www.floridabluefoundation.com for information regarding restrictions or limitations on awards. | 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) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHMENT C | GrantOrContributionPurposeTxt |
| Amt | $15,685,897 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,685,897 | 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 | $12,959,847 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $12,959,847 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,588,817 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,239,149 | 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 | $31,827,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,827,966 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GUIDEWELL GROUP INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 DEERWOOD CAMPUS PKWY | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $67,847 | Amt |
| Disbursements Charitable Prps | $55,800 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA |
| PROFESSIONAL SERVICES |
| PriceWaterhouseCoopers LLP |
| PROFESSIONAL SERVICES |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES SHORT MATURITY BOND | ||
| COLATERALIZED LOAN OBLIGATIONS | $45,165,514 | $34,619,156 |
| COMMON STOCK DOMESTIC | $251,890,976 | $288,548,073 |
| COMMON STOCK INTERNATIONAL | $33,437,573 | $35,216,007 |
| PRIVATE EQUITY FUND | $16,525,299 | $16,525,299 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,118 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,690 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $201,849 | BOYBookValueAmt |
| EOY Book Value | $233,313 | EOYBookValueAmt |
| EOYFMV | $233,313 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED TAX LIABILITY | Desc |
| Amt | $179,286 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| SAPPHIRE AWARD EXPENSES | $213,015 | |
| TRAINING | $2,443 | |
| SUBSCRIPTIONS | $397 | |
| DUES | $84,640 | $85,513 |
| OFFICE SUPPLIES | $445 | $6,457 |
| POSTAGE | $507 | |
| EQUIPMENT RENTAL | $683 | |
| ADVERTISING | $5,000 | $5,000 |
| PHONE | $6,058 | |
| MISC | $892 | $29 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMON FUND PARTNERSHIP | Desc |
| Net Investment Income | -$171,918 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN LOSS | Desc |
| Amt | $3,165,298 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $252,371 | BOYBookValueAmt |
| EOY Book Value | $431,657 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,663,486 | Amt |
| Disbursements Charitable Prps | $1,548,280 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $505,000 | Amt |