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UNITED HEALTH FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
UNITED HEALTH FOUNDATION (EIN 41-1941615)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349103261
Schema version
2017v2.3
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)
Return2018-11-15T13:35:06-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE 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 Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411941615EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED HEALTH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone9529361754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MN008-W175 9900 BREN ROAD EASTAddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55343ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER RAINEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9529361754PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE H MOHR CPAPreparerPersonNm
PTINP00447603PTIN
Phone6128764500PhoneNum
Preparation2018-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.88.188.75IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm13:18:58IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id72945305DB0AF217FB1AED69D2BE85B2B387D0BCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,391,099FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$94,538InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$94,538InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,855,728NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,540,752GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,545,148CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,950,266TotalRevAndExpnssAmt
Total Net Invst Incm$19,639,686TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,225LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,225LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$19,650AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,184,849OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$290OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,325,285OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$413,917TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$449,226TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$472,319TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$20,145PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$20,145PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$51,023OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$51,023OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,142,035TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$290TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,891,647TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,709,687ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,754,027ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,851,722TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$290TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,645,674TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,901,456ExcessRevenueOverExpensesAmt
Net Investment Income$19,639,396NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,089,586SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,069,010SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,069,010SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$17,587PledgesRcvblAmt
Pledges Rcvbl BOY$33,000,655PledgesRcvblBOYAmt
Pledges Rcvbl EOY$17,587PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$17,587PledgesRcvblEOYFMVAmt
Other Assets BOY$1,170,511OtherAssetsBOYAmt
Other Assets EOY$1,304,502OtherAssetsEOYAmt
Other Assets EOYFMV$1,304,502OtherAssetsEOYFMVAmt
Total Assets BOY$36,260,752TotalAssetsBOYAmt
Total Assets EOY$14,391,099TotalAssetsEOYAmt
Total Assets EOYFMV$14,391,099TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,179,967AccountsPayableBOYAmt
Accounts Payable EOY$16,149AccountsPayableEOYAmt
Other Liabilities BOY$1,043,088OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,165,559OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,223,055TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,181,708TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY-$196,812UnrestrictedBOYAmt
Unrestricted EOY$6,839,581UnrestrictedEOYAmt
Temporarily Restricted BOY$34,234,509TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$1,369,810TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$34,037,697TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,209,391TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,260,752TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,391,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$34,037,697TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,901,456ExcessRevenueOverExpensesAmt
Other Increases$133,991OtherIncreasesAmt
Subtotal$13,270,232SubtotalAmt
Other Decreases$5,060,841OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,209,391TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF DONATED SECURITIESPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$24,540,752GrossSalesPriceAmt
Cost Or Other Basis$4,995,604CostOrOtherBasisAmt
Gain Or Loss$19,545,148GainOrLossAmt
Gains Minus Excess Or Losses$19,545,148GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$19,545,148CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,572,424AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,164,524NetVlNoncharitableAssetsYr1Amt
Distribution Yr14.972700DistributionYr1Rt
Adjusted Qlfy Distri Yr2$30,087,520AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,545,990NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.520659DistributionYr2Rt
Adjusted Qlfy Distri Yr3$27,115,627AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,926,287NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.420975DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,752,989AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,925,899NetVlNoncharitableAssetsYr4Amt
Distribution Yr45.795612DistributionYr4Rt
Adjusted Qlfy Distri Yr5$14,616,322AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,508,963NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.653189DistributionYr5Rt
Total Distribution20.363135TotalDistributionRt
Average Distribution4.072627AverageDistributionRt
Net Vl Noncharitable Assets$13,148,730NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$53,549,873AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$196,394NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$53,746,267AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,645,674QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$392,788InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$392,788SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$392,788TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$644EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$644TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$392,144TaxDueAmt

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 BylawsYes (1)ChangesToArticlesOrBylawsInd
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 Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.UNITEDHEALTHFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksGRETCHEN KORFIndividualWithBooksNm
Phone9529361754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1MN008-W175 9900 BREN ROAD EASTAddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55343ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARIANNE SHORT
9900 BREN ROAD EASTMINNETONKAMN55343CHAIRMAN0.50$0$0$0
CHRIS STIDMAN
9900 BREN ROAD EASTMINNETONKAMN55343PRESIDENT25.00$0$0$0
ROBERT OBERRENDER
9900 BREN ROAD EASTMINNETONKAMN55343TREASURER0.50$0$0$0
PETER RAINEY
9900 BREN ROAD EASTMINNETONKAMN55343ASSISTANT TREASURER0.50$0$0$0
FARAZ CHOUDHARY
9900 BREN ROAD EASTMINNETONKAMN55343SECRETARY10.00$0$0$0
DANNETTE SMITH
9900 BREN ROAD EASTMINNETONKAMN55343ASSISTANT SECRETARY0.50$0$0$0
CORY ALEXANDER
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
TINA BROWN-STEVENSON
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
HEATHER CIANFROCCO
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
TERRY CLARK
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
KRISTY DUFFEY
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
NORMAN WRIGHT
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
THOMAS WIFFLER
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$0$0$0
TAMI RELLER
9900 BREN ROAD EASTMINNETONKAMN55343DIRECTOR0.50$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
ARUNDEL METRICS
175 ARUNDEL STREETST PAULMN55102CONSULTING FOR AMERICA'S HEALTH RANKINGS$1,803,283
THE GLOVER PARK GROUP LLC
1025 F ST NW 9TH FLRWASHINGTONDC20004CONSULTING FOR KEY PROGRAMS$1,650,033
RESERVOIR COMMUNICATIONS GROUP
1200 NEW HAMPSHIRE AVE NW STE 502WASHINGTONDC20036CONSULTING FOR AMERICA'S HEALTH RANKINGS$610,168
KPMG
90 S 7TH STMINNEAPOLISMN55402ACCOUNTING$57,000
PERISCOPE
921 WASHINGTON AVE SMINNEAPOLISMN55415CONSULTING FOR AMERICA'S HEALTH RANKINGS$56,588
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1AMERICA'S HEALTH RANKINGS:THE FOUNDATION CONDUCTS THE AMERICA'S HEALTH RANKINGS, WHICH IS A STATE-BY-STATE ANALYSIS OF THE NATION'S HEALTH. AMERICA'S HEALTH RANKINGS HAS SERVED AS A CALL TO ACTION FOR HEALTHIER PEOPLE AND THEIR COMMUNITIES FOR NEARLY 30 YEARS, AND HAS GROWN TO INCLUDE REPORTS THAT EXAMINE THE HEALTH OF SENIORS AGED 65+, WOMEN AND CHILDREN, AND THOSE WHO HAVE SERVED IN THE U.S. ARMED FORCES.Description1Txt
Expenses1$3,482,871Expenses1Amt
Description2TRANSFORMING HEALTH WITH COMMUNITIES:THE FOUNDATION IS COMMITTED TO SOURCING, DEVELOPING AND SUPPORTING INNOVATIVE AND EVIDENCE-BASED IDEAS THAT WILL HELP THE HEALTH SYSTEM WORK BETTER. TO DO THIS, WE IDENTIFY MEANINGFUL PARTNERS AND INITIATIVES THAT WE BELIEVE HAVE THE POTENTIAL TO LEAD TO IMPROVED ACCESS TO CARE, BETTER HEALTH OUTCOMES, AND HEALTHIER COMMUNITIES, AND ARE SCALABLE. AS AN EXAMPLE, THE FOUNDATION RECENTLY PARTNERED WITH THE CANKDESKA CIKANA COMMUNITY COLLEGE, A TRIBAL COLLEGE IN NORTH DAKOTA, TO ADDRESS HIGH RATES OF SUBSTANCE ABUSE IN THE COMMUNITY. SUPPORT FROM THE FOUNDATION FUNDS THE RENOVATION OF A FORMER GROUP HOME INTO THE REGION'S ONLY RESIDENTIAL SUBSTANCE ABUSE TREATMENT CENTER, AND ALSO PROVIDES TECHNICAL ASSISTANCE TO DEVELOP A WORKFORCE STAFFING MODEL THAT ENABLES CULTURALLY-COMPETENT CARE AND PROMOTES LONG-TERM RECOVERY.Description2Txt
Expenses2$598,749Expenses2Amt
Description3DIVERSE SCHOLARS INITIATIVE: DEVELOPING THE FUTURE HEALTH WORKFORCE:THIS INITIATIVE SUPPORTS THE FOUNDATION'S COMMITMENT TO IMPROVE HEALTH BY INCREASING THE NUMBER OF HEALTH PROFESSIONALS FROM MULTICULTURAL BACKGROUNDS. HUNDREDS OF UNITED HEALTH FOUNDATION DIVERSE SCHOLARS ARE WORKING TO ATTAIN THEIR HIGHER EDUCATION GOALS AND EVENTUALLY WILL START CAREERS IN THE HEALTH INDUSTRY. THESE STUDENTS WHO OFTEN COME FROM LOWER-INCOME MULTICULTURAL BACKGROUNDS WILL INCREASE THE NUMBER OF QUALIFIED, YET UNDERREPRESENTED, HEALTH CARE PROFESSIONALS ENTERING THE WORKFORCE.Description3Txt
Expenses3$1,090,042Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,348,964AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,348,964TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,348,964AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$200,234CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,148,730NetVlNoncharitableAssetsAmt
Minimum Investment Return$657,437MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$657,437MinimumInvestmentReturnAmt
Tax Based On Investment Income$392,788TaxBasedOnInvestmentIncomeAmt
Total Tax$392,788TotalTaxAmt
Distributable Before Adj$264,649DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$264,649DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$264,649DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,645,674ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$40,645,674QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$40,645,674AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$264,649DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$14,340,944ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$22,556,702ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,719,335ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,660,314ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$45,114,610ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$138,391,905TotalExcessDistributionCyovAmt
Qualifying Distributions$40,645,674QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$264,649AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,381,025RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$178,772,930TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$14,340,944ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$164,431,986ExcessDistriCyovToNextYrAmt
Excess From Year4$22,556,702ExcessFromYear4Amt
Excess From Year3$26,719,335ExcessFromYear3Amt
Excess From Year2$29,660,314ExcessFromYear2Amt
Excess From Year1$45,114,610ExcessFromYear1Amt
Excess From Current Year$40,381,025ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDGREENWOOD VILLAGECO80221PCUNITED HEALTH FOUNDATION TRIBAL SCHOLARS PROGRAM$140,000
ASIAN & PACIFIC ISLANDER AMERICAN
2025 M ST NW 610WASHINGTONDC20036PCAPIASF / UNITED HEALTH FOUNDATION SCHOLARSHIP$95,000
BEST PREP
7100 NORTHLAND CIRCLEMINNEAPOLISMN55428PCBESTPREP/UNITEDHEALTH EMENTORS AND CAREER DAY PARTNERSHIP$50,000
BLUE STAR FAMILIES
PO BOX 230637ENCINITASCA92023PCBLUE STAR CARES: MILITARY CAREGIVER TRAINING TOOLKIT$212,420
CANKDESKA CIKANA COMMUNITY COLLEGE
PO BOX 269FT TOTTENND58335PCTIOSPAYE OKCIYAPI TIPI (HOME OR PLACE FOR FAMILIES HELPING FAMILIES) FOR THE SPIRIT LAKE DAKOTA RESERVATION COMMUNITY.$250,000
CHILDREN'S HEART FOUNDATION
3006 S MARYLAND PARKWAY 690LAS VEGASNV89019PCSOCIAL RESPONSIBILITY DONATIONS - 2017 APC SUMMIT$10,000
CHILDRENS HOSPITALS & CLINICS OF MN
5901 LINCOLN DRIVEEDINAMN55436PC2017 STAR GALA SUPPORT$25,000
CHILDRENS THEATRE COMPANY
2400 THIRD AVE SMINNEAPOLISMN55404PC2017SUPPORT OF UNITED HEALTH FOUNDATION ACTPASS PROGRAM$25,000
CIRCLE THE CITY
300 W CLARENDON AVE SUITE 200PHOENIXAZ85013PCINTEGRATIVE HEALTH ASSESSMENT AND TREATMENT FOR VULNERABLE HOMELESS INDIVIDUALS$250,000
CLIMB
1001 WEST 31ST STREETCHEYENNEWY82001PCSCALING THE CLIMB WYOMING MODEL TO IMPROVE SOCIAL DETERMINANTS OF HEALTH OUTCOMES FOR SINGLE MOTHERS IN POVERTY.$250,000
COLUMBUS PUBLIC HEALTH
240 PARSONS AVECOLUMBUSOH43215PCCELEBRATE ONE COMMUNITY CONNECTOR CORPS$562,354
COMMUNITY HEALTH COUNCIL WYANDOTTE
755 MINNESOTAKANSAS CITYKS66101PCCOMMUNITY HEALTH WORKER COLLABORATION$649,149
CONGRESSIONAL BLACK CAUCUS FOUNDATION
1720 MASSACHUSETTS AVE NWWASHINGTONDC20036PCCBCF LOUIS STOKES HEALTH SCHOLARS PROGRAM, SPONSORED BY UNITED HEALTH FOUNDATION$63,714
CONGRESSIONAL HISPANIC CAUCUS INSTITUTE
1128 16TH ST NWWASHINGTONDC20036PCPARTNER FOR THE LATINO HEALTH SCHOLARS AS PART OF THE FOUNDATION'S DIVERSE SCHOLARSHIP INITIATIVE$164,500
DISTRICT OF COLUMBIA PRIMARY CARE ASSN
1411 K STREET NW 300WASHINGTONDC20005PCCAPITAL AREA CARE COORDINATION NETWORK (CACCN$300,000
DRESS FOR SUCCESS SO NEVADA
PO BOX 94194LAS VEGASNV89193PCSOCIAL RESPONSIBILITY DONATIONS - 2017 APC SUMMIT$5,000
FISHER HOUSE FOUNDATION INC
12300 TWINBROOK PKWY STE 410ROCKVILLEMD20852PCNAVAL HOSPITAL CAMP PENDLETON, CALIFORNIA, FISHER HOUSE$50,000
FIT KIDS FOUNDATION INC
2682 MIDDLEFIELD RD UNIT PREDWOOD CITYNV94063PCFIT KIDS CHARTER PROGRAM EXPANSION IN CLARK COUNTY (LAS VEGAS, NV)$25,000
FOUNDATION FOR WOMANS
100 WOMANS WAYBATON ROUGELA70817PCPREGNANCY SUBSTANCE MISUSE CASE MANAGEMENT PROGRAM$250,000
GIVE AN HOUR
PO BOX 5918BETHESDAMD20824PCUNRESTRICTED DONATION TO GIVE AN HOURS PUBLIC EDUCATION AND MENTAL HEALTH SERVICES CAMPAIGN.$5,000
HEALTH RESEARCH & EDUCATIONAL TRUST
760 ALEXANDER RDPRINCETONNJ08543PCVETERAN MENTAL HEALTH CARE NAVIGATORS$458,080
HELP OF SOUTHERN NEVADA
1640 E FLAMINGO ROAD 100LAS VEGASNV89119PCSOCIAL RESPONSIBILITY DONATIONS - 2017 APC SUMMIT$5,000
HELPING HANDS OF VEGAS VALLEY INC
2320 PASEO DEL PRADOLAS VEGASNV89102PCSOCIAL RESPONSIBILITY DONATIONS - 2017 APC SUMMIT$5,000
JACKIE ROBINSON FOUNDATION INC
75 VARICK ST 2ND FLOORNEW YORKNY10013PCMENTORING AND LEADERSHIP DEVELOPMENT PROGRAM (MLDP)$65,094
LA CASA DE ESPERANZA
410 ARCADIAN AVENUEWAUKESHAWI53186PC2017 SUPPORT FOR LA CASA DE ESPERANZA$10,000
LOUISIANA CANCER RESEARCH CENTER
1700 TULANE AVENEW ORLEANSLA70112PCCREATION AND IMPLEMENTATION OF A LOUISIANA STATEWIDE CANCER STRATEGY$250,000
MASSACHUSETTS HOUSING & SHELTER
PO BOX 120070BOSTONMA02112PCHOSPITAL TO HOUSING (H TO H)$566,666
MEDICAL COLLEGE OF WISCONSIN INC
999 N 92 STWAUWATOSAWI53226PCPERINATAL PSYCHIATRIC CONSULTATION PROGRAM (PPCP)$355,117
MILWAUKEE AREA TECH COLLEGE FOUNDATION
700 WEST STATE ST S214MILWAUKEEWI53233PCMATC REGISTERED NURSE EXPANSION PROJECT$901,425
MINNEAPOLIS INSTITUTE OF ARTS
2400 THIRD AVE SMINNEAPOLISMN55404PC2017 SUPPORT FOR MINNEAPOLIS INSTITUTE OF ART$50,000
MINNESOTA CHILDRENS MUSEUM
10 W 7TH STREETST PAULMN55102PC2017 SUPPORT - MN CHILDREN'S MUSEUM DIVERSITY AND INCLUSION INITIATIVES$25,000
MOREHOUSE SCHOOL OF MEDICINE
720 WESTVIEW DR SWATLANTAGA30310PCINNOVATIONS LEARNING LABORATORY QUALITY IMPROVEMENT CARE COORDINATION DASHBOARD (PHASE 3)$58,452
NATIONAL ASSOC OF HISPANIC NURSES
1500 SUNDAY DRIVE 120RALEIGHNC27607PCUNITED HEALTH FOUNDATION NATIONAL ASSOCIATION OF HISPANIC NURSES SCHOLARSHIP$77,605
NATIONAL HISPANIC HEALTH FOUNDATION
1216 FIFTH AVE 457NEW YORKNY10029PCTHE UNITED HEALTH FOUNDATION NATIONAL HISPANIC HEALTH FOUNDATION SCHOLARSHIP$59,000
NATIONAL MEDICAL FELLOWSHIPS INC
347 5TH AVE 510NEW YORKNY10016PCTHE UNITED HEALTH FOUNDATION/NMF DIVERSE MEDICAL SCHOLARS PROGRAM$355,000
NEW JERSEY HEALTH CARE
STONE HOUSE AT CARNEGIE CENTER 3628PRINCETONNJ08540PCHEALTHY COMMUNITIES CREATE HEALTHY CITIZENS$180,000ROUTE 1
PEAK MILITARY CARE NETWORK
1257 LAKE PLAZA DRIVE 220COLORADO SPRINGSCO80906PCCOORDINATED SUPPORT FOR SERVICE MEMBERS, VETS AND FAMILIES$255,000
RECIPE FOR SUCCESS FOUNDATION
PO BOX 56405HOUSTONTX77256PCHOPE FARMS SHOWCASE & FARMER TRAINING CENTER$200,000
RENSSELAER POLYTECHNIC INSTITUTE
110 8TH STREETTROYNY12180PCTHE RENSSELAER HEALTH INCITE PIPELINE$250,000
SECOND HARVEST HEARTLAND
1140 GERVAIS AVEST PAULMN55109PCUHF VOLUNTEER EVENT SUPPORT - Q2 2017$500
SHATTERPROOF
205 E 42ND STREET 17TH FLOORNEW YORKNY10036PCSHATTERPROOF PARENT SUPPORT GROUP MODEL PILOT$125,000
TEXAS HEALTH INSTITUTE
8501 N MOPAC EXPRESSWAY SUITE 170AUSTINTX78759PCAMERICAS HEALTH RANKINGS HEALTH OF WOMEN WHO HAVE SERVED REPORT$185,000
THE GOVERNORS PREVENTION PARTNERSHIP
30 JORDAN LNWETHERSFORDCT06109PCCLOSING THE GAP TO PREVENT SUBSTANCE ABUSE AMONG HISPANIC/LATINO FAMILIES AND YOUTH IN GRADES 4-12 IN HARTFORD, CONNECTICU$312,790
THE MINNESOTA OPERA
620 N 1ST STMINNEAPOLISMN55401PC2017 - 2018 MINNESOTA OPERA SUPPORT$50,000
THE ST PAUL CHAMBER ORCHESTRA
408 ST PETER ST 3RD FLOORST PAULMN55102PCST PAUL ORCHESTRA ANNUAL FUND SUPPORT$10,000
THE VILLAGE FOR FAMILIES & CHILDREN
1680 ALBANY AVENUEHARTFORDCT06105PCTWO-GENERATION PEDIATRICS: INTEGRATING INTERGENERATIONAL FAMILY SERVICES INTO PRIMARY CARE$510,611
UNITED NEGRO COLLEGE FUND INC
1100 POYDRAS ST 1400NEW ORLEANSLA70163PCUNITED HEALTH FOUNDATION| UNCF DIVERSE SCHOLARS INITIATIVE$102,266
UNIVERSITY OF HOUSTON
4302 UNIVERSITY DR RM 316HOUSTONTX77204PCA COMMUNITY COLLABORATIVE FOR PREVENTING AND TREATING OBESITY IN UNDERSERVED COMMUNITIES IN HOUSTON$571,377
UNIVERSITY OF MINNESOTA
200 OAK ST SE 500MINNEAPOLISMN55455PCTHE INTERSECTION OF BUSINESS, ANALYTICS AND HEALTH: PREPARING TALENT TO INFLUENCE HEALTHCARE$200,000
UNIVERSITY OF NEVADA LV FOUNDATION
PO BOX 451006LAS VEGASNV89154PCUNLV SCHOOL OF MEDICINE SUPPORT$600,000
UNIVERSITY OF NORTH CAROLINA
CB 7321 CHASE HALLCHAPEL HILLNC27599PCPROJECT ENABLE: EXTENSIBLE NETWORK-ACCESSIBLE BIOMEDICAL & HEALTH INFORMATICS LONG-TERM LEARNING ENVIRONMENT$300,000
VETERANS VILLAGE LAS VEGAS
840 S RANCHO DRIVE SUITE 4LAS VEGASNV89106PCSOCIAL RESPONSIBILITY DONATIONS - 2017 APC SUMMIT$5,000
WALKER ART CENTER
725 VINELAND PLACEMINNEAPOLISMN55403PC2017 SUPPORT- WALKER ART CENTER TOUR PROGRAM AND WALKER ART CAPITAL CAMPAIGN$75,000
WASHBURN CENTER FOR CHILDREN
1100 GLENWOOD AVEMINNEAPOLISMN55405PCWASHBURN TRAINING INSTITUTE$57,938
YMCA OF THE GREATER TWIN CITIES
2125 EAST HENNEPIN AVEMINNEAPOLISMN55413PCPREVENTING CHRONIC DISEASE INITIATIVE$469,600
BENEVITY
203 32 W 25TH AVESAN MATEOCA94403PCCORPORATE MATCH FOR EMPLOYEE GIVING PROGRAM - DETAILED LISTING AVAILABLE UPON REQUEST$24,670,369
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,754,027TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BENEVITYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1203 32 W 25TH AVEAddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94403ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCORPORATE MATCH FOR EMPLOYEE GIVING PROGRAM - DETAILED LISTING AVAILABLE UPON REQUESTGrantOrContributionPurposeTxt
Amt$4,063,599Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,063,599TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94,538ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,855,728ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,950,266ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,950,266TotalIncomeProducingActyAmt

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 Line1UNITEDHEALTH GROUPBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19900 BREN ROAD EASTAddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55343ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDITCategoryTxt
Amt$19,650Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,650DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
WHOLE KIDS FOUNDATION
550 BOWIE STREETAUSTINTX787032014-12-18$500,000THE HEALTHY KIDS INNOVATION GRANT (HKI) WILL FIND THE NEXT GENERATION OF EFFECTIVE, REPLICABLE, AND SCALABLE IDEAS IN IMPROVING CHILDREN'S HEALTH. IN SPRING 2015, HKI WILL MAKE AN OPEN CALL FOR GRANT SUBMISSIONS. ELIGIBLE PROJECTS WILL HAVE AN IMPACT ON CHILDREN'S NUTRITION AND TO BE READY FOR SCALE ACROSS AT LEAST ONE GRADE LEVEL. NUTRITION IMPACT METRICS CAN INCLUDE: KNOWLEDGE (WHERE FOOD COMES FROM), NUTRITION (AN UNDERSTANDING OF HEALTHFUL FOOD CHOICES), CURIOSITY (WILLINGNESS TO TRY HEALTHY FOODS) OR CONSUMPTION. THESE FACTORS ARE KEY TO IMPROVING STUDENT HEALTH OUTCOMES MEASURED USING SCHOOL METRICS THAT INCLUDE FITNESS DATA, ATTENDANCE, AND ACADEMIC ACHIEVEMENT. ALL APPLICANTS MUST BE ASSOCIATED WITH A PUBLIC SCHOOL OR A REGISTERED NONPROFIT ORGANIZATION. CRITERIA WILL SHOW PREFERENCE FOR PROJECTS IN ELEMENTARY SCHOOLS WITH HIGH NEED BASED ON PERCENTAGE OF STUDENTS ELIGIBLE FOR THE USDA FREE AND REDUCED LUNCH PROGRAM AND WHICH ARE LOCATED IN UNDERSERVED COMMUNITIES.$294,000NONENOVEMBER 1, 2017ONE GRANT CYCLE WAS COMPLETED RESULTING IN NINE RECIPIENTS RECEIVING A ONE-TIME GRANT THROUGH THE PROGRAM. GRANTEE IS AVAILABLE FOR MONTHLY CHECK-IN CALLS FOR THE DURATION OF THE AGREEMENT. REMAINING FUNDS TO BE DISTRIBUTED FOR SCHOOL GARDEN GRANTS AND OTHER RECIPIENTS TO BE DETERMINED AND DOCUMENTED IN CONSULTATION WITH UHF.
CHORD - AASHIRWAD
2014-11-26$143GENERAL OPERATIONSNONEREPORT NOT RECEIVEDREPORT NOT RECEIVED - AMOUNT HAS NOT BEEN EXPENDEDRANGA REDDY DISTRICTGHMCIN500090
LITERACY INDIA
2014-11-26$169GENERAL OPERATIONSNONEREPORT NOT RECEIVEDREPORT NOT RECEIVED - AMOUNT HAS NOT BEEN EXPENDEDJ-1365 PALAM VIHARGURGAONIN122017
VIRLANIE FOUNDATION
2014-11-26$65GENERAL OPERATIONSNONEREPORT NOT RECEIVEDREPORT NOT RECEIVED - AMOUNT HAS NOT BEEN EXPENDED4055 YAGUE ST BRGY SINGKAMASMAKATI CITY METRO MANILARP1204

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL-CORPORATECategoryTxt
Legal Fees$3,225LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,225DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INT CRTDesc
BOY Book Value$1,170,511BOYBookValueAmt
EOY Book Value$1,304,502EOYBookValueAmt
EOYFMV$1,304,502EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD RESTATEMENT OF GRANTS PAYABLEDesc
Amt$5,060,841Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$928$0$928
MISCELLANEOUS$5,095$0$5,095
ADVERTISING$45,000$0$45,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN BENEFICIAL INTERESTDesc
Amt$133,991Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
GRANTS PAYABLE$193,088$4,063,599
OUTSTANDING GRANT CHECKS$850,000$1,688,043
ACCRUED EXCISE TAXES$0$413,917

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$3,184,559$0$4,325,285
INVESTMENT FEES$290$290$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$413,917Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt