ELEVANCE HEALTH FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELEVANCE HEALTH FOUNDATION INC (EIN 35-2122763)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202043109349100009
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets 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 | 2020-11-05T08:41:04-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352122763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthem Foundation INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SARA SCHLUGE | InCareOfNm |
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 3174886000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 VIRGINIA AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANCE CHRISMAN | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 3174886000 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2020-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020203105000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BF275E052D140EC1CE1C50DBD16DB5346635D546 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B77B5E581F806D9CFF6850E50A3C51F547167C74 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,324,121 | 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 | $18,345 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,588,719 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,420,681 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,486,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,849,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,332,495 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $529,298 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$14,305 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,622,726 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,738,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $40,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $27,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,640 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,640 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $207,531 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $89,328 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,341,925 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $373,543 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $983,221 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,624,096 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $474,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,045,761 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,775,778 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,816,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,399,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $474,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,862,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,222,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,263,900 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $364,279 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,686 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,686 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $100,683,921 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $106,151,785 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,151,785 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $183,680 | OtherAssetsBOYAmt |
| Other Assets EOY | $164,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $164,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $101,231,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,324,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,324,121 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $153,410 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $125,256 | AccountsPayableEOYAmt |
| Grants Payable BOY | $9,978,885 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,940,601 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $616,857 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $297,699 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,749,152 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,363,556 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $90,482,728 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $100,960,565 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,482,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $100,960,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,231,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $106,324,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,482,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,222,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,254,985 | OtherIncreasesAmt |
| Subtotal | $100,960,565 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $100,960,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MARKETABLE SECURITIES | $12,849,956 | $4,363,592 | $8,486,364 | $8,486,364 |
| WESTERN TRU | $69,046 | $69,046 | $69,046 | |
| WELLINGTON | $821,731 | $821,731 | $821,731 | |
| WESTERN MACRO | $54,759 | -$54,759 | -$54,759 | |
| HARRISON STREET | $10,113 | $10,113 | $10,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,332,495 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,052,694 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $118,850,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.168722 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,707,538 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $120,329,377 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.122227 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,381,501 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $114,529,142 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099376 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,126,252 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $127,091,661 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103282 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,800,037 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $136,294,926 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.093914 | DistributionYr5Rt |
| Total Distribution | 0.587521 | TotalDistributionRt |
| Average Distribution | 0.117504 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $103,449,992 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,155,788 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $122,639 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,278,427 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,862,251 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $122,639 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $122,639 | SubtotalAmt |
| Tax Based On Investment Income | $122,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $162,575 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $162,575 | TotalPaymentsAndCreditsAmt |
| Overpayment | $39,936 | OverpaymentAmt |
| Applied To ES Tax | $39,936 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ANTHEM.FOUNDATION | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA SCHLUGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3174886000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 VIRGINIA AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LANCE CHRISMAN | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | EXECUTIVE DIRECTOR | 36.0 | $0 | $0 | $0 |
| KATHLEEN KIEFER | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | SECRETARY | 0.05 | $0 | $0 | $0 |
| JOHN GALLINA | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | CFO & DIRECTOR | 0.25 | $0 | $0 | $0 |
| VINCE SCHER | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | TREASURER | 0.25 | $0 | $0 | $0 |
| GAIL BOUDREAUX | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | CHAIRPERSON | 0.2 | $0 | $0 | $0 |
| CATHY KELAGHAN END 53119 | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | FORMER DIRECTOR | 0.08 | $0 | $0 | $0 |
| RICK NOBLE | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | ASSISTANT TREASURER | 0.05 | $0 | $0 | $0 |
| PRAKASH PATEL | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | DIRECTOR | 0.05 | $0 | $0 | $0 |
| LEAH STARK BEG 53119 | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | DIRECTOR | 0.05 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SUNSHINE AVENUE | |||||
| PO BOX 1539 | SANTA ROSA BEACH | FL | 32459 | CONSULTING | $74,665 |
| ANTHEM INC | |||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | MANAGEMENT SERVICES | $950,400 |
| WELLINGTON TRUST COMPANY NA | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENT MANAGER | $120,615 |
| WESTERN ASSET MANAGEMENT COMPANY LLC | |||||
| 385 EAST COLORADO BLVD | PASADENA | CA | 91101 | INVESTMENT MANAGER | $62,634 |
| ARROWSTREET CAPITAL | |||||
| 200 CLARENDON STREET 30TH FLOOR | BOSTON | MA | 02116 | INVESTMENT MANAGER | $84,432 |
| 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 | $104,254,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $771,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,025,373 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $105,025,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,575,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,449,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,172,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,172,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122,639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122,639 | TotalTaxAmt |
| Distributable Before Adj | $5,049,861 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,049,861 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,049,861 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,862,251 | 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 | $12,862,251 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $122,639 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,739,612 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,049,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $6,191,415 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,862,957 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,887,739 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,908,475 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,258,444 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,109,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,862,251 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,049,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,812,390 | RemainingDistriFromCorpusAmt |
| Total Corpus | $49,921,420 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,191,415 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,730,005 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,862,957 | ExcessFromYear4Amt |
| Excess From Year3 | $5,887,739 | ExcessFromYear3Amt |
| Excess From Year2 | $8,908,475 | ExcessFromYear2Amt |
| Excess From Year1 | $14,258,444 | ExcessFromYear1Amt |
| Excess From Current Year | $7,812,390 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT PROGRAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 VIRGINIA AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | WWW.ANTHEMCORPORATERESPONSIBILITY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | ONLY ONLINE APPLICATIONS WILL BE ACCEPTED FOR GRANT CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT ATTACHED IMMEDIATELY FOLLOWING | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | Inidianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $11,816,490 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,816,490 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | see attached | GrantOrContributionPurposeTxt |
| Amt | $4,940,601 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,940,601 | 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 | $2,588,719 | 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 | $8,486,364 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Exclusion | $529,298 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,604,381 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,604,381 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $12,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,900 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD | FMV | $26,239,252 | $26,239,252 |
| WESTERN ASSET | FMV | $8,436,646 | $8,436,646 |
| HARRISON STREET | FMV | $11,416,759 | $11,416,759 |
| WELLINGTON | FMV | $15,231,702 | $15,231,702 |
| ARROWSTREET | FMV | $14,387,508 | $14,387,508 |
| DFA US LARGE CAP VALUE | FMV | $16,518,653 | $16,518,653 |
| BAIRD | FMV | $13,921,265 | $13,921,265 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIST RECEIVABLE-PARTNERSHIPS | $144,700 | $144,023 | $144,023 |
| BROKER RECEIVABLE | $38,980 | $0 | $0 |
| RECEIVABLE FROM PARTNERSHIP | $0 | $20,627 | $20,627 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OTHER ADMINISTRATIVE EXPENSES | $979,225 | $979,225 | |
| BANK/INVESTMENT CHARGES | $358,704 | $358,704 | |
| PARTNERSHIP EXPENSES | $14,839 | ||
| INSURANCE EXPENSE | $3,996 | $3,996 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Distributions | Desc |
| Revenue And Expenses Per Books | $529,298 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$14,305 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FROM INVESTMENTS | Desc |
| Amt | $7,254,985 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAXES | $206,077 | $278,627 |
| ASSOC GIVING CAMPAIGN PLEDGES | $278,345 | $0 |
| FEDERAL EXCISE TAX PAYABLE | $93,935 | -$20,868 |
| ACCRUED PROFESSIONAL SERVICE | $38,500 | $39,940 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BCBS LICENSE FEE | $1,500 | $1,500 |
| CONSULTING FEE | $33,140 | $33,140 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CURR AND DEFERRED TAX(BENEFIT) | $207,531 | |
| FOREIGN TAXES PAID | $89,328 |