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UNITED HEALTH FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
UNITED HEALTH FOUNDATION (EIN 41-1941615)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201723199349100917
Schema version
2016v3.0
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)
Return2017-11-15T09:08:16-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Phone9529361831PhoneNum

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)
PersonChris StidmanPersonNm
Person TitlePresidentPersonTitleTxt
Phone9529361831PhoneNum
Signature2017-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLawrence H Mohr CPAPreparerPersonNm
PTINP00447603PTIN
Phone6128764500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.88.188.75IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-09IPDt
IP Tm16:20:06IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id167182DFA60A41E45EAE2F4EF9C72CA9A698CA21AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,260,752FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,331,522ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$20,571InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20,571InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,352,093TotalRevAndExpnssAmt
Total Net Invst Incm$20,571TotalNetInvstIncmAmt
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$2,706LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,706LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$19,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,233,442OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,957,248OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$410,014TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$382,793TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$108,907PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$108,907PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$775,912OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$775,912OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,550,231TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,246,816TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,356,711ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,325,814ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,906,942TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,572,630TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,554,849ExcessRevenueOverExpensesAmt
Net Investment Income$20,571NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,106,594SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,089,586SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,089,586SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$33,000,655PledgesRcvblAmt
Pledges Rcvbl BOY$39,671,545PledgesRcvblBOYAmt
Pledges Rcvbl EOY$33,000,655PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$33,000,655PledgesRcvblEOYFMVAmt
Other Assets BOY$1,035,209OtherAssetsBOYAmt
Other Assets EOY$1,170,511OtherAssetsEOYAmt
Other Assets EOYFMV$1,170,511OtherAssetsEOYFMVAmt
Total Assets BOY$61,813,348TotalAssetsBOYAmt
Total Assets EOY$36,260,752TotalAssetsEOYAmt
Total Assets EOYFMV$36,260,752TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,876,551AccountsPayableBOYAmt
Accounts Payable EOY$1,179,967AccountsPayableEOYAmt
Other Liabilities BOY$10,479,552OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,043,088OtherLiabilitiesEOYAmt
Total Liabilities BOY$12,356,103TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,223,055TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$8,691,201UnrestrictedBOYAmt
Unrestricted EOY-$196,812UnrestrictedEOYAmt
Temporarily Restricted BOY$40,766,044TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$34,234,509TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$49,457,245TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$34,037,697TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$61,813,348TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,260,752TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$49,457,245TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,554,849ExcessRevenueOverExpensesAmt
Other Increases$3,311,438OtherIncreasesAmt
Subtotal$37,213,834SubtotalAmt
Other Decreases$3,176,137OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$34,037,697TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$30,087,520AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,545,990NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.520659DistributionYr1Rt
Adjusted Qlfy Distri Yr2$27,115,627AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,926,287NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.420975DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,752,989AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,925,899NetVlNoncharitableAssetsYr3Amt
Distribution Yr35.795612DistributionYr3Rt
Adjusted Qlfy Distri Yr4$14,616,322AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,508,963NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.653189DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,536,782AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,238,540NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.849276DistributionYr5Rt
Total Distribution17.239711TotalDistributionRt
Average Distribution3.447942AverageDistributionRt
Net Vl Noncharitable Assets$9,164,524NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,598,747AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$206NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,598,953AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,572,630QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$206InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$206SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$206TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$850EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$850TotalPaymentsAndCreditsAmt
Overpayment$644OverpaymentAmt
Applied To ES Tax$644AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.UNITEDHEALTHFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksBradley SchmitzIndividualWithBooksNm
Phone9529361831PhoneNum

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 (15 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
Jeff Putnam
9900 BREN ROAD EASTMINNETONKAMN55343Assistant Treasurer0.50$0$0$0
AMY SCHNEIDER
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
Karen Erickson
9900 BREN ROAD EASTmINNETONKAMN55343director0.50$0$0$0
catherine palmier
9900 BREN ROAD EASTmINNETONKAMN55343director0.50$0$0$0
dan rosenthal
9900 BREN ROAD EASTmINNETONKAMN55343director0.50$0$0$0
DAVID WICHMANN
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
THE GLOVER PARK GROUP LLC
1025 F St NW 9th FlrWashingtonDC20004consulting for key programs$7,060,197
Reservoir Communications Group
1200 New Hampshire Ave NW ste 502WashingtonDC20036Consulting for America's Health Rankings$2,640,552
Arundel Metrics
175 Arundel StreetSt PaulMN55102Consulting for America's Health Rankings$1,169,332
Periscope
921 Washington Ave SMinneapolisMN55415Consulting for America's Health Rankings$93,723
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1AMERICA'S HEALTH RANKINGS:America's Health Rankings is an annual state-by-state analysis of the nation's health. This yearly assessment, conducted in partnership with the American Public Health Association and Partnership for Prevention, has been a call to action for people and their communities for more than 25 years. In 2016, the report was again distributed to and used by policymakers, health professionals, individuals, community leaders, and the media.Description1Txt
Expenses1$5,162,079Expenses1Amt
Description2Transforming Health with Communities:United Health 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. One such initiative is Expect with Me, a group prenatal care project being done in partnership with Yale University's School of Public Health and Vanderbilt University designed to improve mothers and babies' health and well-being during pregnancy, birth and infancy.Description2Txt
Expenses2$652,873Expenses2Amt
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$1,745,953Expenses3Amt

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$9,304,085AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,304,085TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,304,085AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$139,561CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,164,524NetVlNoncharitableAssetsAmt
Minimum Investment Return$458,226MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$458,226MinimumInvestmentReturnAmt
Tax Based On Investment Income$206TaxBasedOnInvestmentIncomeAmt
Total Tax$206TotalTaxAmt
Distributable Before Adj$458,020DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$458,020DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$458,020DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,572,630ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,572,630QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$206PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,572,424AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$458,020DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,224,903ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,340,944ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,556,702ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,719,335ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$29,660,314ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$104,502,198TotalExcessDistributionCyovAmt
Qualifying Distributions$45,572,630QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$458,020AppliedToCurrentYearAmt
Remaining Distri From Corpus$45,114,610RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$149,616,808TotalCorpusAmt
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$11,224,903ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$138,391,905ExcessDistriCyovToNextYrAmt
Excess From Year4$14,340,944ExcessFromYear4Amt
Excess From Year3$22,556,702ExcessFromYear3Amt
Excess From Year2$26,719,335ExcessFromYear2Amt
Excess From Year1$29,660,314ExcessFromYear1Amt
Excess From Current Year$45,114,610ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
American College of Preventive Medicine
455 Massachusetts Avenue NW Suite200WashingtonDC20001Continuation of support to the Americas Health Rankings$5,000
AMERICAN LUNG ASSOCIATION
3300 Kelly LaneSpringfieldIL62711Enhancing Asthma Care for Children with Asthma Across the Upper Midwest$666,457
BEST PREP
7100 Northland CircleMinneapolisMN55428BestPrep/UnitedHealth eMentors and Career Day Partnership$65,000
BLUE STAR FAMILIES
PO Box 230637EncinitasCA92023Blue Star Cares: Military Caregiver Training Toolkit$332,580
CHILDRENS HEARTLINK
5075 Arcadia AveMinneapolisMN55436General Operating Support$25,000
CHILDRENS HOSPITALS & CLINICS OF MN
2910 Centre Point DriveRosevilleMN55113General Operating Support$25,000
CHILDRENS THEATRE COMPANY
2400 Third Ave SMinneapolisMN55404General Operating Support$20,000
COLUMBUS PUBLIC HEALTH
240 Parsons AveColumbusOH43215Celebrate ONE Community Connector Corps$561,007
COMMUNITY DEVELOPMENT FOR ALL PEOPLE
946 Parsons AveColumbusOH43206General Operating Support$500
COMMUNITY HEALTH COUNCIL WYANDOTTE
755 Minnesota Avenue 3Kansas CityKS66101Community Health Worker Collaboration$637,776
DISTRICT OF COLUMBIA PRIMARY CARE ASSOCIATION
1620 I street NW 300washingtonDC20006Capital Area Care Coordination Network (CACCN)$500,000
FISHER HOUSE FOUNDATION INC
1401 Rockville Pike 600RockvilleMD20852Capital Area Care Coordination Network (CACCN)$600,000
FLORIDA DEPT OF HEALTH
224 Southeast 22nd StreetGainsvilleFL32641Alachua County Dental Emergency Department Diversion Program$614,645
GIVE AN HOUR
PO Box 5918BethesdaMD20824Building comprehensive network of care for active duty members, veterans, and their families$525,500
GODMAN GUILD
303 East 6th AveColumbusOH43201General Operating Support$1,000
GUTHRIE THEATER
818 South 2nd StreetMinneapolisMN55415General Operating Support$50,000
HEALTH RESEARCH & EDUCATIONAL TRUST
760 Alexander RoadPrincetonNJ08543Veteran Mental Health Care Navigators$453,950
HENNEPIN HEALTH FOUNDATION
701 Park Ave SouthMinneapolisMN55415Care Model Redesign Triple Aim$772,000
HOUSTON GRAND OPERA
510 Preston Street 500HoustonTX77002Houtson Grant Opera Sesonal Support$25,000
LA CASA DE ESPERANZA
410 Arcadian AveWaukeshaWI53186UHF 2016 Cities Project Support for La Casa de Esperanza$5,000
MARCUS CENTER FOR THE PERFORMING ARTS
929 North Water StreetMilwaukeeWI53202UHF 2016 Cities Project Support for Marcus Center$25,000
MARICOPA COUNTY
4041 North Central AvenuePhoenixAZ85012East Valley Preventive Health Collaborative (PHC)$350,000
MASSACHUSETTS HOUSING & SHELTER
PO Box 120070BostonMA02112Hospital to Housing (H to H)$566,667
MEDICAL COLLEGE OF WISCONSIN INC
8701 Watertown Plank RoadMilwaukeeWI53226Perinatal Psychiatric Consultation Program (PPCP$408,517
MID OHIO FOODBANK
3960 Brookham DriveGrove CityOH43123General Operating Support$500
MILWAUKEE AREA TECH COLLEGE FOUNDATION
700 Wast State Street S214MilwaukeeWI53233General Operating Support$674,201
MINNEAPOLIS INSTITUTE OF ARTS
2400 Third Ave SouthMinneapolisMN55404General Operating Support$50,000
MINNESOTA CHILDRENS MUSEUM
10 West Seventh StreetSt PaulMN55102General Operating Support$38,125
MOREHOUSE SCHOOL OF MEDICINE
720 Westview Drive SWAtlantaGA30310Innovations Learning Laboratory Quality Improvement Care Coordination Dashboard (Phase 3)$316,849
NEW JERSEY HEALTH CARE
247 East Front StreetTrentonNJ08611Project Sunshine and UnitedHealth Group 2017 National Volunteer Program Serving Young Patients$180,000
PARTNERSHIP FOR STRONG COMMUNITIES
227 Lawrence StreetHartfordCT06106Healthy Communities Create Healthy Citizens$145,250
PEAK MILITARY CARE NETWORK
1257 Lake Plaza Drive 220Colorado SpringsCO80906Integrating Health Care and Housing through CCTs$320,000
PROJECT HOPE
255 Carter Hall LaneMillwoodVA22646Coordinated Support for Service Members, Vets and Families$140,000
PROJECT SUNShine
211 E 43rd st 401New YorkNY10017General Operating Support$200,000
RECIPE FOR SUCCESS FOUNDATION
PO Box 56405HoustonTX77256Hope Farms Showcase & Farmer Training Center$275,000
REEB COMMUNITY CENTER
280 Reeb AveColumbusOH43207General Operating Support$500
ROCHESTER PRIMARY CARE NTWKPROF FEES
259 Monroe AveRochesterNY14607Behavioral Health Integration in the Primary Care Setting$568,913
SOUTH SIDE LEARNING & DEVELOPMENT CENTER
280 Reeb AveColumbusOH43207General Operating Support$500
TENNESSEE PRIMARY CARE ASSN
710 Spence LaneNashvilleTN37217Tennessee Quality Connect (TQC)$300,000
THE GOVERNORS PREVENTION PARTNERSHIP
30 Jordan LaneWethersfieldCT06109prevent substance abuse among Hispanic/Latino families and youth in grades 4-12 in Hartford, CT$225,601
THE MINNESOTA OPERA
620 N 1st StreetMinneapolisMN55401General Operating Support$50,000
THE SAINT PAUL FOUNDATION
101 5th Street East 2400St PaulMN55101General Operating Support$35,000
THE ST PAUL CHAMBER ORCHESTRA
408 St Peter St 3rd FloorSt PaulMN55102General Operating Support$10,000
The Village for Families & Children
1680 Albany AvenueHartfordCT06105Two-Generation Pediatrics: Integrating Intergenerational Family Services into Primary Care$579,754
TREE HOUSE
5666 Lincoln Drive 201EdinaMN55436General Operating Support$14,150
UNIVERSITY OF HOUSTON
4302 University Drive Room 316HoustonTX77204Preventing and Treating Obesity in Underserved Communities in Houston$698,527
UNIVERSITY OF NEVADA LV FOUNDATION
4505 South Maryland ParkwayLas VegasNV89154UNLV School of Medicine$600,000
UNIVERSITY OF NORTH CAROLINA
CB 7321 Chase HallChapel HillNC27599Continuation of support to the Americas Health Rankings$46,384
UNIVERSITY OF TEXAS RIO GRANDE VALLEY
1201 West University DriveEdinburgTX78539Colonia Integrated Care Program: VIDAS$939,781
WADSWORTH ATHENEUM MUSEUM OF ART
600 Main StreetHartfordCT06103General Operating Support$20,000
Washburn Center for Children
2430 nicollet ave sMinneapolisMN55404General Operating Support$436,200
YALE UNIVERSITY
333 Cedar Street 1-100 SHMNew HavenCT06520Development of a Nationally Scalable Model of Group Prenatal Care to Improve Birth Outcomes$73,044
YMCA OF CENTRAL FLORIDA
433 North MillsOrlandoFL32803Develop a Personalized Care Management Model Collaboration between Primary Care and the YMCA$718,939
YMCA OF THE GREATER TWIN CITIES
2125 East Hennepin AvenueMinneapolisMN55413Preventing Chronic Disease Initiative$939,200
American Edowment Foundation
1521 georgetown rd 104HudsonOH44236Corporate Match for Employee Giving program$22,672,311
The JK Group
104 Morgan LanePlainsboroNJ08536Corporate Match for Employee Giving program$821,486
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,325,814TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,571ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,571ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,571TotalIncomeProducingActyAmt

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$25,331,522TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDITCategoryTxt
Amt$19,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,250DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdExpended By GranteeExpendedByGranteeAmt
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.NoneREPORTS NOT YET DUE. GRANT START DATE IS JANUARY 1, 2015none of the grant amount has been expended - grantee is working with United Health Foundation to restructure the program.
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
C3 COLLABORATING FOR HEALTH
2013-05-26$250,000Developing a NCD (non-communicable disease) scorecard/ranking of countries. Overall objective of the project is to spur countries to improve their performance in reducing the rising burden of NCD by using a scorecard/ranking system that monitors in detail how well countries are doing.nonemarch 1, 2014in the current year, grantee sent the final report and indicated that the project has been finalized and the entire amount was expended toward its intended charitable purpose.1st Floor 28 Margaret StreetLondonUKW1W8RZ$250,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL-CORPORATECategoryTxt
Legal Fees$2,706LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,706DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INT CRTDesc
BOY Book Value$1,035,209BOYBookValueAmt
EOY Book Value$1,170,511EOYBookValueAmt
EOYFMV$1,170,511EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Descdonated Services and Rent expenseDesc
Amt$3,176,137Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office Expenses$14,338$0$14,338
miscellaneous$375,871$0$375,871
advertising$385,703$0$385,703

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Donated Services and Rent Revenue$3,176,137
CHANGE IN BENEFICIAL INTEREST$135,301

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
GRANTS PAYABLE$4,077,041$193,088
OUTSTANDING GRANT CHECKS$6,402,511$850,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$4,227,203$0$4,951,009
purchased services$6,239$0$6,239