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UNITED HEALTH FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
UNITED HEALTH FOUNDATION (EIN 41-1941615)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201643209349100744
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T09:08:28-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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)
PersonChris StidmanPersonNm
Person TitlePresidentPersonTitleTxt
Phone9529361754PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLawrence H Mohr CPAPreparerPersonNm
PTINP00447603PTIN
Phone6128764500PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$61,813,348FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,152,450ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,685InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,685InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,157,135TotalRevAndExpnssAmt
Total Net Invst Incm$4,685TotalNetInvstIncmAmt
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$2,435LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,435LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,813AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$18,813AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,285,708OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,752,124OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$64,671TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$69,897TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$25,890PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$25,890PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$34,564OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$34,564OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,432,081TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,903,723TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,943,183ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,183,844ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,375,264TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,087,567TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,218,129ExcessRevenueOverExpensesAmt
Net Investment Income$4,685NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,425,139SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,106,594SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,106,594SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$39,671,545PledgesRcvblAmt
Pledges Rcvbl BOY$78,512,505PledgesRcvblBOYAmt
Pledges Rcvbl EOY$39,671,545PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$39,671,545PledgesRcvblEOYFMVAmt
Other Assets BOY$1,076,845OtherAssetsBOYAmt
Other Assets EOY$1,035,209OtherAssetsEOYAmt
Other Assets EOYFMV$1,035,209OtherAssetsEOYFMVAmt
Total Assets BOY$90,014,489TotalAssetsBOYAmt
Total Assets EOY$61,813,348TotalAssetsEOYAmt
Total Assets EOYFMV$61,813,348TotalAssetsEOYFMVAmt
Accounts Payable BOY$348,192AccountsPayableBOYAmt
Accounts Payable EOY$1,876,551AccountsPayableEOYAmt
Other Liabilities BOY$9,947,237OtherLiabilitiesBOYAmt
Other Liabilities EOY$10,479,552OtherLiabilitiesEOYAmt
Total Liabilities BOY$10,295,429TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,356,103TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$66,095UnrestrictedBOYAmt
Unrestricted EOY$8,691,201UnrestrictedEOYAmt
Temporarily Restricted BOY$79,652,965TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$40,766,044TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$79,719,060TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$49,457,245TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$90,014,489TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$61,813,348TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$79,719,060TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,218,129ExcessRevenueOverExpensesAmt
Other Increases$1,495,736OtherIncreasesAmt
Subtotal$50,996,667SubtotalAmt
Other Decreases$1,539,422OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$49,457,245TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$27,115,627AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,926,287NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.420975DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,752,989AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,925,899NetVlNoncharitableAssetsYr2Amt
Distribution Yr25.795612DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,616,322AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,508,963NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.653189DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,536,782AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,238,540NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.849276DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,900,832AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,289,532NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.733171DistributionYr5Rt
Total Distribution15.452223TotalDistributionRt
Average Distribution3.090445AverageDistributionRt
Net Vl Noncharitable Assets$8,545,990NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,410,912AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$47NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26,410,959AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,087,567QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$47InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$47SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$897EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$897TotalPaymentsAndCreditsAmt
Overpayment$850OverpaymentAmt
Applied To ES Tax$850AppliedToESTaxAmt
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 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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
JAMES CAMPBELL
9900 BREN ROAD EASTMINNETONKAMN55343CHAIRMAN0.50$0$0$0
Chris Stidman
9900 BREN ROAD EASTMINNETONKAMN55343PRESIDENT & EXEC DIREctor25.00$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 EASTmINNETONKAMN55343director & interim president0.50$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
Marianne Short
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
Kate Rubin
9900 BREN ROAD EASTmINNETONKAMN55343PRES & EXEC DIREctor (part year)25.00$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
Arundel Metrics
175 Arundel StreetSt PaulMN55102Consulting for America's Health Rankings$790,410
THE GLOVER PARK GROUP LLC
1025 F St NW 9th FlrWashingtonDC20004consulting for key programs$631,228
Rockfish Interactive
701 Horsebard Rd 200RogersAR72758Consulting for America's Health Rankings$128,484
Reservoir Communications Group
1200 New Hampshire Ave NW ste 502WashingtonDC20036Consulting for America's Health Rankings$90,060
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 2015, the report was again distributed to and used by policymakers, health professionals, individuals, community leaders, and the media.Description1Txt
Expenses1$3,635,000Expenses1Amt
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$372,000Expenses2Amt
Description3DIVERSE SCHOLARS INITIATIVE: DEVELOPING THE FUTURE HEALTH WORKFORCE:THE UNITED HEALTH FOUNDATION'S DIVERSE SCHOLARS INITIATIVE HELPS TO INCREASE THE NUMBER OF QUALIFIED, YET UNDER-REPRESENTED COLLEGE GRADUATES ENTERING THE HEALTH WORKFORCE. BY INVESTING IN THE DEVELOPMENT OF HEALTH PROFESSIONALS FROM DIVERSE, MULTICULTURAL BACKGROUNDS, THE QUALITY OF CULTURALLY-PROFICIENT HEALTH CARE DELIVERY CAN BE IMPROVED AND PROGRESS MADE TO CLOSE THE HEALTH DISPARITIES GAP AND IMPROVE LONG TERM HEALTH OUTCOMES. THE DIVERSE SCHOLARS INITIATIVE IS ADMINISTERED THROUGH ALLIANCES WITH A VARIETY OF NONPROFIT AND CIVIC ORGANIZATIONS. SCHOLARS MUST DEMONSTRATE FINANCIAL NEED AND A COMMITMENT TO WORKING IN UNDERSERVED COMMUNITIES, INCLUDING COMMUNITY HEALTH CENTERS.Description3Txt
Expenses3$202,600Expenses3Amt

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$8,676,132AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,676,132TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,676,132AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$130,142CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,545,990NetVlNoncharitableAssetsAmt
Minimum Investment Return$427,300MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$427,300MinimumInvestmentReturnAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Total Tax$47TotalTaxAmt
Distributable Before Adj$427,253DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$427,253DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$427,253DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,087,567ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$30,087,567QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$47PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$30,087,520AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$427,253DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,217,671ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,224,903ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,340,944ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,556,702ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,719,335ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$84,059,555TotalExcessDistributionCyovAmt
Qualifying Distributions$30,087,567QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$427,253AppliedToCurrentYearAmt
Remaining Distri From Corpus$29,660,314RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$113,719,869TotalCorpusAmt
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$9,217,671ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$104,502,198ExcessDistriCyovToNextYrAmt
Excess From Year4$11,224,903ExcessFromYear4Amt
Excess From Year3$14,340,944ExcessFromYear3Amt
Excess From Year2$22,556,702ExcessFromYear2Amt
Excess From Year1$26,719,335ExcessFromYear1Amt
Excess From Current Year$29,660,314ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Alzheimer's Association
225 N MICHIGAN AVE 17TH FLCHICAGOIL606017652PC2015 Walk Team Program$15,000
Alzheimer's Association Minnesota-North Dakota Chapter
7900 W 78TH ST 100MINNEAPOLISMN55439PC2015 National Walk Team Sponsorship in Minnesota in support of the Promise Garden at the Walk to End Alzheimer's in Minneapolis$10,000
AMERICAN CANCER SOCIETY
950 BLUE GENTIAN RD 100EAGANMN55121PCAnnual support of the Walk Teams Program$25,000
AMERICAN DIABETES ASSOCIATION
2424 EDENBORN AVE 660METAIRIELA70001PCSupport of the Father of the Year Awards to recognize fathers who portray and epitomize family, citizenship, charity, civility and responsibility in their everyday lives.$5,000
American Endowment Foundation
1521 Georgetown Rd 104HudsonOH44236PCEmployee program Matching Funds$10,421,354
AMERICAN HEART ASSOCIATION
4701 W 77TH STMINNEAPOLISMN55435PCAnnual support of the Walk Teams Program - donation to the Twin Cities Walk in Minneapolis$25,000
AMERICAN HEART ASSOCIATION
4701 W 77TH STMINNEAPOLISMN55435PC2016 Twin Cities Heart Walk Sponsorship in Minnesota$15,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221PCPartner in the American Indian Health Scholars Program as part of the Foundation's Diverse Scholars Initiative$100,000
American Lung Association of the Upper Midwest
3000 KELLY LANESPRINGFIELDIL62711PCThrough a proven quality improvement approach to ensure and sustain high-quality asthma care and referrals to public health and social services, ALAUM will demonstrate strong measurable program outcomes and return on investment$676,457
AMERICAN SOCIETY ON AGING
575 MARKET ST 2100SAN FRANCISCOCA94105PCSupport of American's Health Rankings Webinar$2,500
ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND
2025 M ST NW 610WASHINGTONDC20036PCPartner in the Asian Health Scholars Program as part of the Foundation's Diverse Scholars Initiative$365,000
BARBARA BUSH FOUNDATION
516 N ADAMS STTALLAHASSEEFL32301PCBronze Level Sponsorship of Barbara Bush @90$25,000
BEST PREP
7100 NORTHLAND CIRCLE N 402BROOKLYN PARKMN55428PCBest Prep/United Health eMentors and Career Day Partnership$65,000
Blue Star Families
PO BOX 322FALLS CHURCHVA22040PCBuilding on the 2010 Caregiver of Veterans Study, we incorporate avatar-based technology and continuity of care for military caregivers to enhance their quality of life with a sustainable toolkit that leverages existing resources.$280,000
Blue Star Families
PO BOX 322FALLS CHURCHVA22040PCContribution to the 2016 White Oak Retreat$25,000
Boys & Girls Club of The Twin Cities
690 JACKSON STST PAULMN55130PCClub Level Sponsorship for the Boys & Girls Clubs of the Twin Cities 2015 For the Kids! Benefit$20,000
Boys & Girls Clubs of America
275 Peachtree Street NortheastATLANTAGA30309PCB&GCA will launch a groundbreaking Resiliency & Reintegration Initiative to strengthen relationships among military family members during all phases of deployment$616,573
BRIDGING INC
201 W 87TH STBLOOMINGTONMN55420PCGold Sponsorship for the 2015 Gala for Bridging$15,000
Children's Health Care Foundation
2525 CHICAGO AVE SMINNEAPOLISMN55425PCChildren's Star Gala$25,000
CHILDRENS HEARTLINK
5075 ARCADIA AVEMINNEAPOLISMN554362306PC2015 HeartLink Gala to support the fight against congenital heart disease worldwide$25,000
Columbus Public Health
ATTN TERESA LONG MDCOLUMBUSOH43215GOVThis project aims to identify, empower and mobilize residents in 8 target areas of Columbus, OH through training as Community Health Workers to connect women of childbearing age to health and social support.$576,639
COMMUNITY HEALTH COUNCIL WYANDOTTE
755 MINNESOTAKANSAS CITYKS66101PCCHC will partner with the KC CARE Clinic to implement a team of Community Health Workers in Wyandotte County, Kansas to provide care coordination for patients who experience multiple barriers to care.$616,289
CONGRESSIONAL BLACK CAUCUS FOUNDATION INC
1720 MASSACHUSETTS AVE NWWASHINGTONDC20036PCPartner in the African American Health Scholars Program as part of the Foundation's Diverse Scholars Initiative$100,000
CONGRESSIONAL HISPANIC CAUCUS INSTITUTE
1128 16TH ST NWWASHINGTONDC20036PCPartner for the Latino Health Scholars as part of the Foundation's Diverse Scholarship Initiative$350,000
District of Columbia Primary Care Association
1620 I ST NW 300WASHINGTONDC20006PCThe Capital Area Care Coordination Network (CACCN) will provide timely, actionable data analysis to health centers to drive a care coordination pilot for high utilizers to improve care coordination and achieve cost savings.$700,000
FISHER HOUSE FOUNDATION INC
111 ROCKVILLE PIKE 420ROCKVILLEMD208505168PCFunds will be directed to construct the Fisher House next to the new Naval Hospital, to serve the families of hospitalized critically ill service members.$500,000
Florida Department of Health Alachua County
224 SE 24TH STGAINESVILLEFL32641GOVThe Dental ED Diversion Program will reduce the use of hospital services for dental care by opening a dental clinic in an underserved, low income area of Gainesville, FL.$614,645
FREE ARTS MINNESOTA
400 FIRST AVE N Suite 518MINNEAPOLISMN55401PCSponsorship of the 14th Annual Art Heals Breakfast$10,000
GIVE AN HOUR
PO BOX 5918BETHESDAMD20824PCGive an Hour will create a comprehensive network for free mental health services for returning troops, veterans, and their families currently lacking in Houston and San Antonio, Tex., and Tacoma, Wash.$549,000
GIVE AN HOUR
PO BOX 5918BETHESDAMD20824PC10th Anniversary Celebration of Service$10,000
HEALTH RESEARCH & EDUCATIONAL TRUST of New Jersey
760 ALEXANDER RDPRINCETONNJ08543PCHRET will utilize a peer-to-peer model to facilitate access to high-quality community-based mental health, behavioral health and supportive services for veterans and military families in high-need areas of New Jersey.$487,970
HENNEPIN HEALTH FOUNDATION
701 PARK AVE SMINNEAPOLISMN55415PCHCMC will change the care model and improve patient health outcomes within the constraint of payment structure HCMC proposes to focus on high risk adults, who have at least one severe behavioral health diagnosis and are included in HCMC's contract with the Minnesota Department of Human Services$1,072,000
INSTITUTE OF MEDICINE
500 FIFTH ST NWWASHINGTONDC20001PCInnovation Collaborative Work, Convening Activities, and Product Dissemination$75,000
JACKIE ROBINSON FOUNDATION INC
One Hudson Square75 Varick StreetNEW YORKNY10013PCPartner in the African American Health Scholars Program as part of the Foundation's Diverse Scholars Initiative$300,0002nd Floor
MARCH OF DIMES
1275 MAMARONECK AVEWHITE PLAINSNY10605PCSupport of Expect with Me Pilot and Plan$60,000
Maricopa County by and through its Department of Public Health
4041 NORTH CENTRAL AVEPHOENIXAZ85012GOVThe PHC project is a network of community partners aimed at increasing collaboration and capacity among partnering organizations within the preventive health system to benefit young children (birth-five) and their families$350,000
Massachusetts Housing and Shelter Alliance
PO BOX 120070BOSTONMA02112PCBy integrating Managed Care Entities with supportive housing providers, H to H will reduce the cyclical utilization of emergency services by homeless persons through housing and access to primary and outpatient care.$566,667
Memorial Blood Centers
737 PELHAM BOULEVARDST PAULMN55115PCWhat's your type? Gala to expand HLA-typed platelet registry$2,500
MINNEAPOLIS HEART INSTITUTE
FOUNDATIONMINNEAPOLISMN55407PC2015 Heartbeat Gala highlighting the innovation population health and cardiovascular disease prevention research.$10,000
MINNEAPOLIS INSTITUTE OF ARTS
2400 THIRD AVE SOUTHMINNEAPOLISMN55404PCUnrestricted operating grant in support of education programs.$50,000
MINNEAPOLIS SAINT PAUL REGIONAL ECONOMIC
400 ROBERT ST N 1600ST PAULMN55101PCGreater MSP is a private-public partnership dedicated to providing leadership, coordination and engagement to grow the local MSP economy$150,000
MINNESOTA CHILDRENS MUSEUM
10 W SEVENTH STST PAULMN55102PCSupport of Big Health Fun a daily physical activity program$50,000
MINNESOTA CHILDRENS MUSEUM
10 W SEVENTH STST PAULMN55102PC2015 Play for All Ball supporting admission for children and families to attend museum$15,000
MOREHOUSE SCHOOL OF MEDICINE
720 WESTVIEW DR SWATLANTAGA303101458PCSupport of a Tableau Server for the MSM Patient Centered Medical Nome and Neighborhood Project$18,900
NATIONAL ASSOCIATION OF HISPANIC NURSES
6301 RANCH DRLITTLE ROCKAR72223PCPartner in the Latino Health Scholars Program as part of the Foundation's Diverse Scholarship Initiative$120,000
NATIONAL GOVERNORS ASSOCIATION
444 North Capital Street Suite 267WASHINGTONDC20001PCThe NGA Center proposes an innovative project leveraging Governors' leadership focused on transforming care by moving states along a continuum of super-utilizer program sophistication.$605,688
NATIONAL HISPANIC HEALTH FOUNDATION
1920 L Street Northwest Suite 725WASHINGTONDC20036PCPartner in the Latino Health Scholars as part of the Foundation's Diverse Scholars Initiative$180,000
National Medical Fellowships Inc
347 5TH AVE 510NEW YORKNY10016PCPartner in the Minority Ethnicity/Race Health Scholars as part of the Foundation's Diverse Scholars Initiative$350,000
NATIONAL MILITARY FAMILY ASSOCIATION
3601 EISENHOWER AVE 425ALEXANDRIAVA22304PCSupport for military spouses pursuing degrees or professional certification in primary health care fields, completing graduate degrees and pursuing supervision hours in the mental health field and building a pipeline mental health support network.$200,000
New Jersey Health Care Quality Institute
3628 ROUTE 1PRINCETONNJ08540PCWe will address health needs championed by local leaders-- achieving healthy lifestyles, improving health literacy & better managing chronic disease-- in Trenton, Jersey City & Cumberland, by bridging two successful programs.$190,000
PEAK MILITARY CARE NETWORK
1257 LAKE PLAZA DRIVE 220COLORADO SPRINGSCO80906PCThe Peak Military Care Network (PMCN) will provide collaborative and holistic support for military service members, veterans and their families to minimize and prevent military and veteran families in crisis.$225,000
Project Hope
255 CARTER HALL LANEMILLWOODVA22646PCProject Hope 2015 Gala supporting sustainable health care available for people around the globe.$50,000
PROJECT SUNSHINE
211 E 43RD ST 401NEW YORKNY10017PCUnitedHealth Group Employee Engagement - Volunteering$350,000
TENNESSEE PRIMARY CARE ASSN
710 SPENCE LNNASHVILLETN37217PCUsing team based care, providers will deliver services such as behavioral health and nutritional counseling/ education through the use of Telehealth technology.$300,000
Texas Health Institute
8501 N MOPAC EXPRESSWAY 170AUSTINTX78759PCState of Veterans' Health Report$156,000
THE CHILDRENS THEATRE COMPANY
2400 THIRD AVE SMINNEAPOLISMN554043597PC50th Anniversary Season$50,000
THE MINNESOTA OPERA
620 N 1ST STMINNEAPOLISMN55401PCGeneral operating support$40,000
THE MINNESOTA OPERA
620 N 1ST STMINNEAPOLISMN55401PCMinnesota Opera Gala$10,000
THE SAINT PAUL FOUNDATION
101 5TH ST E 2400ST PAULMN55101PCSupport of the Itasca Project Fund to improve the region's economic competitiveness and quality of life$35,000
THE ST PAUL CHAMBER ORCHESTRA
408 ST PETER ST 3RD FLRST PAULMN55102PCContribution in support of 2014-2015 Annual Fund$10,000
The University of Texas Rio Grande Valley
1201 WEST UNIVERSITY DRIVEEDINBURGTX78539PCUTRGV will develop a collaborative model of community healthcare and education incorporating the role of the "promotoras" (community health worker) to promote the enhancement of wellbeing in the "colonias" through improved healthcare access and education.$946,079
TREE HOUSE
5666 LINCOLN DR 201EDINAMN55436PCThe annual gala takes place on April 30, 2015, and is our largest event designed to raise funds, awareness and supporters surrounding the issue of at-risk teens in the Minneapolis/St. Paul metro area$15,000
UNITED NEGRO COLLEGE FUND INC
1805 7th ST NWWASHINGTONDC20001PCPartner in the African American Health Scholars Program as part of the Foundation's Diverse Scholars Initiative$150,000
UNIVERSITY OF MINNESOTA
200 Oak Street Southeast Suite 500MINNEAPOLISMN55455PCContribution to help the Humphrey School to build an endowment fund specifically to support Walter F. Mondale Fellows$100,000
UNIVERSITY OF MINNESOTA
2231 6TH ST SEMINNEAPOLISMN55455PC2015 Red Hot Soiree to benefit cardiovascular research at the Lillehei Heart Institute$25,000
UNIVERSITY OF MINNESOTA
200 Oak Street Southeast Suite 500MINNEAPOLISMN55455PCHumphrey School of Public Affairs' 2015 Public Leadership Awards Dinner and Program$10,000
UNIVERSITY OF NEVADA LV FOUNDATION
4505 SOUTH MARYLAND PARKWAY PO BOXLAS VEGASNV891541006PCThe new UNLV School of Medicine will be a force for innovative workforce development and quality healthcare, creating physicians for southern Nevada and the medicine of tomorrow.$600,000451006
VIRGINIA CENTER FOR HEALTH INNOVATION
919 E MAIN ST 900RICHMONDVA23219PCSupport of the Virginia Health Innovation Network that is a unique online community offering a virtual workspace that enables members to learn from and connect with partners and colleagues$50,000
Walker Art Center Inc
1750 HENNEPIN AVEMINNEAPOLISMN55403PCSupport of Walker Art Center Tour Programs$50,000
WASHBURN CENTER FOR CHILDREN
2430 NICOLLET AVE SMINNEAPOLISMN55404PCIn partnership with UnitedHealth Group and the United Health Foundation, Washburn Center for Children aspires to create an innovative, nationally recognized children's mental health training program$373,362
YALE UNIVERSITY
47 COLLEGE ST 203NEW HAVENCT06520PCImprove maternal health and reduce adverse birth outcomes via group prenatal care.$148,079
YALE UNIVERSITY
47 COLLEGE ST 203NEW HAVENCT06520PCImprove maternal health and reduce adverse birth outcomes via group prenatal care.$148,079
YALE UNIVERSITY
PO Box 2038NEW HAVENCT06510PCImprove maternal health and reduce adverse birth outcomes via group prenatal care.$148,079
YALE UNIVERSITY
PO Box 2038NEW HAVENCT06510PCImprove maternal health and reduce adverse birth outcomes via group prenatal care.$75,039
YMCA OF CENTRAL FLORIDA
433 NORTH MILLS AVEORLANDOFL32803PCA collaboration between primary care physicians and the YMCA which provides personalized health and wellness programs in a lower cost community-based setting that achieves improving the patient's health and decreasing the cost of their care.$517,430
YMCA OF THE GREATER TWIN CITIES
2125 EAST HENNEPIN AVEMINNEAPOLISMN55413PCThe YMCA of the GTC respectfully requests a grant of $2,500,000 over five years to curb chronic disease impacting the Twin Cities community. This grant will allow the YMCA to engage an additional 4,583 individuals who may or may not be aware of healthy living resources and interventions.$469,600
The JK Group
104 Morgan LanePlainsboroNJ08536PCEmployee Giving Campaign - Vendor providing distribution of matching funds of employee donations to qualified non-profit organizations as part of the Employee Giving Campaign. Detailed listing available upon request.$1,494,915
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,183,844TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
American Endowment Foundation
1521 Georgetown Rd 104HudsonOH44236PCEmployee Program Matching Funds$2,446,238
Fisher House Foundation Inc
1401 ROCKVILLE PIKE SUITE 600ROCKVILLEMD20852PCNaval Hospital Camp Pendleton, California, Fisher House$650,000
The JK Group
104 MORGAN LANEPLAINSBORONJ08536PCEmployee Giving Campaign - Vendor providing distribution of matching funds of employee donations to qualified non-profit organizations as part of the Employee Giving Campaign. Detailed listing available upon request.$486,655
Washburn Center for Children
2430 NICOLLET AVENUE SOUTHMINNEAPOLISMN55404PCWashburn Training Institute$494,138
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,077,031TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,685ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,685ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,685TotalIncomeProducingActyAmt

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$1,152,450TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDITCategoryTxt
Amt$18,813Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$18,813DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
C3 COLLABORATING FOR HEALTH
1st Floor 28 Margaret StreetLONDONUKW1W8RZ2013-05-16$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.$250,000NONEMARCH 1, 2014Final report was past due as of the end of the tax year. Susequently, grantee indicated that the project has been finalized and the entire amount expended.
WHOLE KIDS FOUNDATION
2014-12-18$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.$0NoneREPORTS 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.550 Bowie StreetAustinTX78703
CHORD - AASHIRWAD
RANGA REDDY DISTRICTGHMCIN5000902014-11-26$143GENERAL OPERATIONS$0NONEREPORT NOT receivedREPORT NOT received - amount has not been expended
LITERACY INDIA
J-1365 PALAM VIHARGURGAONIN1220172014-11-26$169GENERAL OPERATIONS$0NONEREPORT NOT receivedREPORT NOT RECEIVED - AMOUNT HAS NOT BEEN EXPENDED
VIRLANIE FOUNDATION
4055 YAGUE ST BRGY SINGKAMASMAKATI CITY METRO MANILARP12042014-11-26$65GENERAL OPERATIONS$0NONEREPORT NOT receivedREPORT NOT received - amount has not been expended

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL-CORPORATECategoryTxt
Legal Fees$2,435LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,435DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INT CRTDesc
BOY Book Value$1,076,845BOYBookValueAmt
EOY Book Value$1,035,209EOYBookValueAmt
EOYFMV$1,035,209EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
donated Services and Rent expense$1,495,736
CHANGE IN BENEFICIAL INTEREST$41,636
PRIOR PERIOD ADJUSTMENT$2,050

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office Expenses$9,505$0$9,505
miscellaneous$378$0$378
advertising$24,681$0$24,681

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDonated Services and Rent RevenueDesc
Amt$1,495,736Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
GRANTS PAYABLE$4,531,071$4,077,041
OUTSTANDING GRANT CHECKS$5,416,166$6,402,511

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$3,192,315$0$1,658,731
purchased services$93,393$0$93,393