STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

UNITED HEALTH FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNITED HEALTH FOUNDATION (EIN 41-1941615)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-20
IRS object ID
202532939349100408
Schema version
2024v5.2
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)
Return2025-10-20T11:50:56-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

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 Begin2024-01-01TaxPeriodBeginDt

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
Phone9529363662PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 HEALTH DRIVEAddressLine1Txt
CityEDEN PRAIRIECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55344ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS STANKIEWICZPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9529363662PhoneNum
Signature2025-10-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN A GRIESPreparerPersonNm
PTINP00078514PTIN
Phone6128764500PhoneNum
Preparation2025-10-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$80,229,597FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$521,726ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$418,805InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$418,805InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$940,531TotalRevAndExpnssAmt
Total Net Invst Incm$418,805TotalNetInvstIncmAmt
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$12,413LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$12,413LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$20,450AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,507,123OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$218OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,977,233OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$219,637TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$219,637TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$9,432PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$9,432PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$419,792OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$419,792OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,189,397TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$768TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,658,957TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,937,393ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,277,287ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,126,790TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$768TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$54,936,244TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$54,186,259ExcessRevenueOverExpensesAmt
Net Investment Income$418,037NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,605,313SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,135,584SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,135,584SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$72,094,013PledgesRcvblAmt
Pledges Rcvbl BOY$126,575,765PledgesRcvblBOYAmt
Pledges Rcvbl EOY$72,094,013PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$72,094,013PledgesRcvblEOYFMVAmt
Total Assets BOY$134,181,078TotalAssetsBOYAmt
Total Assets EOY$80,229,597TotalAssetsEOYAmt
Total Assets EOYFMV$80,229,597TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,732AccountsPayableBOYAmt
Accounts Payable EOY$655,404AccountsPayableEOYAmt
Grants Payable BOY$5,014,429GrantsPayableBOYAmt
Grants Payable EOY$4,599,535GrantsPayableEOYAmt
Total Liabilities BOY$5,020,161TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,254,939TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,622,307NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,914,322NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$126,538,610DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$72,060,336DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$129,160,917TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$74,974,658TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$134,181,078TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$80,229,597TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$129,160,917TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$54,186,259ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$74,974,658SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$74,974,658TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,811InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,811SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,811TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,762EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$6,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,762TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,951OverpaymentAmt
Applied To ES Tax$5,951AppliedToESTaxAmt
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 BooksDAN CHRISTOPHERSONIndividualWithBooksNm
Phone9529366059PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 HEALTH DRIVEAddressLine1Txt
CityEDEN PRAIRIECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55344ZIPCd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNE YAU
1 HEALTH DRIVEEDEN PRAIRIEMN55344PRESIDENT30.00$0$0$0
PATRICIA LEWIS
1 HEALTH DRIVEEDEN PRAIRIEMN55344CHAIRMAN0.25$0$0$0
DENNIS STANKIEWICZ
1 HEALTH DRIVEEDEN PRAIRIEMN55344TREASURER0.25$0$0$0
FARAZ CHOUDHRY
1 HEALTH DRIVEEDEN PRAIRIEMN55344SECRETARY4.00$0$0$0
TERRY CLARK
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.25$0$0$0
PHIL MCKOY
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.25$0$0$0
THAD JOHNSON
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.25$0$0$0
PATRICK CONWAY
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.25$0$0$0
KRISTA NELSON
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.25$0$0$0
JENNIFER SMOTER
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.25$0$0$0
RHONDA RANDALL
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.25$0$0$0
DAN SCHUMACHER
1 HEALTH DRIVEEDEN PRAIRIEMN55344DIRECTOR0.25$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
370 SELBY AVE SUITE 216ST PAULMN55102CONSULTING FOR AMERICA'S HEALTH RANKINGS$1,456,833
WPP GROUP USA
233 NORTH MICHIGAN AVE SUITE 1500CHICAGOIL60601CONSULTING FOR AMERICA'S HEALTH RANKINGS$1,177,742
FGS GLOBAL LLC
909 3RD AVE 32ND FLOORNEW YORKNY10022CONSULTING FOR KEY PROGRAMS AND GRANT VISIBILITY$944,203
RESERVOIR COMMUNICATIONS GROUP
607 14TH STREET NWWASHINGTONDC20005CONSULTING FOR KEY PROGRAMS AND GRANT VISIBILITY$707,509
TEXAS HEALTH INSTITUTE
9111 JOLLYVILLE ROAD STE 280AUSTINTX78759CONSULTING FOR AMERICA'S HEALTH RANKINGS$345,000
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1AMERICA'S HEALTH RANKINGS:THE FOUNDATION PRODUCES 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 35 YEARS, AND ANALYZES OVER 280 UNIQUE MEASURES FROM MORE THAN 80 PUBLICLY AVAILABLE DATA SOURCES TO ASSESS THE NATION'S HEALTH AND WELL-BEING ON A WIDE RANGE OF DEMOGRAPHICS INCLUDING RACE AND ETHNICITY, GENDER, AGE, EDUCATION, INCOME, DISABILITY STATUS, SEXUAL ORIENTATION, VETERAN STATUS, AND METROPOLITAN STATUS.Description1Txt
Expenses1$4,574,503Expenses1Amt
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.Description2Txt
Expenses2$239,790Expenses2Amt
Description3IMPROVE COMMUNITY WELL-BEING:THIS INITIATIVE SUPPORTS THE FOUNDATION'S COMMITMENT TO THE NEEDS OF THE COMMUNITIES WHERE WE LIVE AND WORK. THROUGH THIS INITIATIVE WE SUPPORT THE CAUSES OUR EMPLOYEES ARE PASSIONATE ABOUT BY PROVIDING A 1:1 MATCH FOR EMPLOYEE DONATIONS TO NEARLY ALL CHARITABLE ORGANIZATIONS. BY INVESTING IN OUR COMMUNITIES, WE DEMONSTRATE OUR COMMITMENT TO MAKE A POSITIVE IMPACT AROUND THE WORLD.Description3Txt
Expenses3$50,000Expenses3Amt
Description4HEALTH CARE SCHOLARS UNITED:PART OF OUR COMMITMENT TO HELP PEOPLE LIVE HEALTHIER LIVES AND HELP MAKE THE HEALTH SYSTEM WORK BETTER FOR EVERYONE IS TO HELP BUILD THE WORKFORCE OF THE FUTURE. THIS PROGRAM PROVIDES SCHOLARSHIPS AND SUPPORT TO CURRENT AND FUTURE HEALTH CARE PROFESSIONALS WHO WANT TO IMPROVE THEIR CLINICAL SKILLS AND CREDENTIALS.Description4Txt
Expenses4$98,236Expenses4Amt

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$13,959,545AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,959,545TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,959,545AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$209,393CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,750,152NetVlNoncharitableAssetsAmt
Minimum Investment Return$687,508MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$687,508MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,811TaxBasedOnInvestmentIncomeAmt
Total Tax$5,811TotalTaxAmt
Distributable Before Adj$681,697DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$681,697DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$681,697DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,936,244ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$54,936,244QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$681,697DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$43,141,921ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$74,147,511ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$46,490,714ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$47,062,141ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,510,347ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$260,352,634TotalExcessDistributionCyovAmt
Qualifying Distributions$54,936,244QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$681,697AppliedToCurrentYearAmt
Remaining Distri From Corpus$54,254,547RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$314,607,181TotalCorpusAmt
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$43,141,921ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$271,465,260ExcessDistriCyovToNextYrAmt
Excess From Year4$74,147,511ExcessFromYear4Amt
Excess From Year3$46,490,714ExcessFromYear3Amt
Excess From Year2$47,062,141ExcessFromYear2Amt
Excess From Year1$49,510,347ExcessFromYear1Amt
Excess From Current Year$54,254,547ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCountryRecipientForeignAddress/CountryCd
ACTIVE MINDS INC
2001 S STREET NW STE 700WASHINGTONDC20009N/APCACTIVE MINDS HOLISTIC APPROACH TO EXPAND MIDDLE SCHOOL MENTAL HEALTH EDUCATION$991,667
AFRICAN AMERICAN BREASTFEEDING NETWORK
619 WEST WALNUT STMILWAUKEEWI53212N/APCSUSTAINABLE WELLNESS FOR BIRTH WORKERS$55,750
AMERICAN FRIENDS OF ULSTER UNIVERSITY
1350 AVENUE OF THE AMERICAS FLOOR 2NEW YORKNY10019N/APCIRELAND HEALTHCARE SCHOLARSHIP FUND$212,929SUITE 266
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221N/APCHEALTH CARE SCHOLARS UNITED PROGRAM$957,500
AMERICAN NURSES FOUNDATION INC
8515 GEORGIA AVE STE 400SILVER SPRINGSMD20910N/APCBUILDING BLOCKS FOR BEATING BURNOUT: STRESS FIRST AID FOR NURSES$1,049,680
AMERICAN ONLINE GIVING FOUNDATION
40 EAST MAIN STREET SUITE 887NEWARKDE19711N/APCCORPORATE MATCH FOR EMPLOYEE GIVING PROGRAM$26,770,988
AMERICAN RED CROSS
MINNEAPOLIS CHAPTER 1201 W RIVERMINNEAPOLISMN554542020N/APC2024 UNITED HEALTH FOUNDATION DONATION TO AMERICAN RED CROSS IN RESPONSE TO HURRICANE HELENE$1,000,000PKWY
ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND
1850 M ST NW 245WASHINGTONDC20036N/APCHEALTH CARE SCHOLARS UNITED PROGRAM$913,500
ATLANTA DOULA COLLECTIVE
11345 TARA BLVD STE 4279HAMPTONGA30228N/APCGEORGIA BLACK DOULA NETWORK: INCREASING THE BLACK DOULA WORKFORCE STATEWIDE$74,000
ATLANTIC TECHNOLOGICAL UNIVERSITY
N/APCIRELAND HEALTHCARE SCHOLARSHIP FUND$123,283PORT ROAD LETTERKENNY CO DONEGALF92-FC93EI
BEST PREP
7100 NORTHLAND CIR N STE 306BROOKLYN PARKMN55428N/APCUNITED HEALTH FOUNDATION 2024 CONTRIBUTION TO BEST PREP$10,000
BIRTH DETROIT
PO BOX 19727DETROITMI48219N/APCBIRTH DETROIT BIRTH CENTER IMPROVES THE HEALTH OF MOMS, BIRTHING PEOPLE, AND BABIES$157,972
BLACK EMOTIONAL AND MENTAL
HEALTH COLLECTIVE PO BOX 103033PASADENACA91189N/APCHEART SPACE: HEALING CIRCLES$385,448
CAMBA INC
1720 CHURCH AVE 2ND FLOORBROOKLYNNY11226N/APCCAMBA NIGHT OUT GALA SPONSORSHIP$25,000
CENTER OF SOUTHWEST CULTURE INC
505 MARQUETTE AVE NW STE 1610ALBUQUERQUENM87102N/APCDOULA WORKFORCE READINESS AND SUPPORT INITIATIVE$50,000
CHARLES R DREW UNIVERSITY
1731 E120TH ST BLDG NLOS ANGELESCA90059N/APCUNITED HEALTH FOUNDATION DONATION TO CHARLES R DREW UNIVERSITY OF MEDICINE AND SCIENCE$25,000
CHEROKEE HEALTH SYSTEMS
6350 W ANDREW JOHNSON HWYTALBOTTTN37877N/APCFROM CLINIC TO HOME: ENHANCING RX ACCESS AND CHRONIC DISEASE MANAGEMENT FOR OLDER ADULTS IN UNDER-RESOURCED COMMUNITIES$504,803
CHILDRENS MINNESOTA FOUNDATION
5901 LINCOLN DRIVE MAIL STOPEDINAMN55436N/APCTACKLING HEALTHCARE DISPARITIES THROUGH COMMUNITY PARTNERSHIP AND THE CHILDRENS MN COLLECTIVE FOR COMMUNITY HEALTH$1,000,000CBC-3-FOUN
CHILDRENS THEATRE COMPANY
2400 THIRD AVE SMINNEAPOLISMN03597N/APCUNITED HEALTH FOUNDATION SUPPORT OF CHILDREN'S THEATRE COMPANY: ACT PASS STAR SPONSORSHIP FOR 2024/2025 SEASON$15,000
COMMUNITY OF HOPE
4 ATLANTIC ST SWWASHINGTONDC20032N/APCCOMMUNITY OF HOPES CHRONIC DISEASE CARE MANAGEMENT EXPANSION$412,695
CONGRESSIONAL BLACK CAUCUS FOUNDATION
1720 MASSACHUSETTS AVE NWWASHINGTONDC20036N/APCHEALTH CARE SCHOLARS UNITED PROGRAM$42,000
EAST CAROLINA UNIVERSITY
209 EAST FIFTH STREET MAILSTOP 211GREENVILLENC278581821N/APCCARING FOR THE MENTAL HEALTH AND WELLBEING OF CHILDREN: USING TELEPSYCHIATRY TO ENHANCE ACCESS TO CARE AND PROMOTE WELL-BEING$1,195,041
FOUNDATION FOR NC A&T STATE UNIVERSITY
1601 E MARKET ST DOWDY ADMIN BLDGGREENSBORONC27411N/APCUNITED HEALTH FOUNDATION DONATION TO FOUNDATION FOR NORTH CAROLINA A&T UNIVERSITY, INC$25,000STE 400
GALWAY UNIVERSITY FOUNDATION INC
243 FIFTH AVENUE 111NEW YORKNY10016N/APCIRELAND HEALTHCARE SCHOLARSHIP FUND$126,441
GROWING UP NEW MEXICO
440 CERRILLOS RD STE ASANTA FENM87501N/APCUNITED HEALTH FOUNDATION DONATION TO GROWING UP NEW MEXICO$10,000
HARRIS STOWE FOUNDATION INC
3026 LACLEDE AVEST LOUISMO63103N/APCHARRIS STOWE STATE UNIVERSITY BIOINFORMATICS CERTIFICATE PROGRAM$666,667
HEALTH ALLIANCE FOR THE UNINSURED
3000 UNITED FOUNDERS BLVD STE 219OKLAHOMA CITYOK73112N/APCSHARED SERVICES PROGRAM WITH BEHAVIORAL HEALTH INTERVENTIONS FOR DIABETIC PATIENTS AT FREE AND CHARITABLE CLINICS IN OK.$310,476
HEALTHCONNECT ONE
227 WEST MONROE ST STE 2100CHICAGOIL60606N/APCMATERNAL HEALTH WORKFORCE DEVELOPMENT AND INTEGRATION INITIATIVE$250,000
HISPANIC ASSOCIATION OF COLLEGES
4801 NW LOOP 410 STE 701SAN ANTONIOTX78229N/APCHEALTH CARE SCHOLARS UNITED PROGRAM$1,322,000
INDIAN HEALTH CARE RESOURCE CENTER
550 S PEORIATULSAOK74120N/APCPROTECTING OUR ELDERS$308,000
JACKIE ROBINSON FOUNDATION INC
75 VARICK ST 2ND FLRNEW YORKNY10013N/APCHEALTH CARE SCHOLARS UNITED PROGRAM$160,000
JUSTBIRTH SPACE
50 CHURCH ST RM 105MONTCLAIRNJ07042N/APCADVANCING DOULA SUSTAINABILITY THROUGH JUSTBIRTH SPACE$100,000
LA CLINICA DE FAMILIA
385 CALLE DE ALEGRA BLDG ALAS CRUCESNM88005N/APCLA BEINESTAR DE LA MUJER - A WELLBEING PROGRAM FOR WOMEN$250,000
MARY BIRD PERKINS CANCER CENTER
4950 ESSEN LNBATON ROUGELA708093432N/APCADDRESSING COLORECTAL AND PROSTATE CANCER HEALTH DISPARITIES ALONG THE CANCER CONTINUUM$795,016
MEDICAL COLLEGE OF WISCONSIN INC
BENEFITS OFFICE 8701 W WATERTOWNMILWAUKEEWI53226N/APCUNITED HEALTH FOUNDATION CONTRIBUTION TO MEDICAL COLLEGE OF WI$10,000PLANK ROAD
META HOUSE INC
2625 N WEIL STMILWAUKEEWI53212N/APCINCREASING ACCESS TO CARE FOR PREGNANT, POSTPARTUM, AND PARENTING WOMEN IN NEED OF SUBSTANCE USE DISORDER TREATMENT$233,206
METROPOLITAN STATE UNIVERSITY FOUNDATION
700 SEVENTH ST ESAINT PAULMN55106N/APCUNITED HEALTH FOUNDATION DONATION TO FOUNDATION FOR METRO STATE UNIVERSITY$25,000
NATIONAL BLACK NURSES ASSN INC
8630 FENTON ST STE 910SILVER SPRINGMD20910N/APCHEALTH CARE SCHOLARS UNITED PROGRAM$290,910
NATIONAL HEALTH CARE FOR THE HOMELESS
604 GALLATIN AVE STE 106NASHVILLETN37206N/APCINTEGRATING MEDICAL CARE AND BEHAVIORAL HEALTH SERVICES IN MEDICAL RESPITE CARE (MRC) PROGRAMS.$990,635
NATIONAL HISPANIC HEALTH FOUNDATION
1920 L ST NW 725WASHINGTONDC20036N/APCHEALTH CARE SCHOLARS UNITED PROGRAM$556,000
NATIONAL MEDICAL FELLOWSHIPS INC
1199 N FAIRFAX ST 600ALEXANDRIAVA22314N/APCHEALTH CARE SCHOLARS UNITED PROGRAM$489,880
NATIVE AMERICAN CONNECTIONS
3216 N 3RD STPHOENIXAZ85012N/APCTRULY INTEGRATED MODEL OF CARE - YOUR HOME FOR INTEGRATED WELLBEING$816,487
QUEENS UNIVERSITY BELFAST FOUNDATION
N/APCIRELAND HEALTHCARE SCHOLARSHIP FUND$54,498LANYON BUILDING UNIVERSITYROADBELFAST BT7 1NNNORTHERN IRELANDEI
ROYAL COLLEGE OF SURGEONS IN IRELAND
N/APCIRELAND HEALTHCARE SCHOLARSHIP FUND$109,730RCSI HOUSE 121 ST STEPHENS GREENDUBLIN 2 H903EI
SCHOLARSHIP AMERICA
PO BOX 772514DETROITMI482772514N/APCHEALTH CARE SCHOLARS UNITED PROGRAM$2,126,012
SECOND HARVEST HEARTLAND
7101 WINNETKA AVE NBROOKLYN PARKMN55428N/APCUNITED HEALTH FOUNDATION DONATION TO SECOND HARVEST HEARTLAND$20,000
TENNESSEE STATE UNIVERSITY FOUNDATION
3500 JOHN A MERRITT BLVD STE 9542NASHVILLETN37209N/APCUNITED HEALTH FOUNDATION DONATION TO TENNESSEE STATE UNIVERSITY FOUNDATION$25,000
THE ARC OF THE UNITED STATES
2000 PENNSYLVANIA AVE NW SUITE 500WASHINGTONDC20006N/APCNAVIGATING CO-OCCURRING INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND MENTAL HEALTH (MH) NEEDS$752,905
THE CORPORATION OF MERCER UNIVERSITY
1501 MERCER UNIVERSITY DRMACONGA31207N/APCPROJECT ELEVATE: IMPROVING OUTCOMES FOR PERINATAL WOMEN IN RURAL GEORGIA VIA INTENSIVE WORKFORCE DEVELOPMENT AND EXPANSION$330,886
THE HISPANIC FEDERATION
55 EXCHANGE PLACE STE 501NEW YORKNY10005N/APCJUNTOS POR UNA VIDA SALUDABLE! (TOGETHER FOR A HEALTHY LIFE) TYPE 2 DIABETES PREVENTION PROGRAM$993,282
THE MV3 FOUNDATION
5100 PARQUE VISTA WAYCARMICHAELCA95608N/APCUNITED HEALTH FOUNDATION DONATION TO MV3 FOUNDATION$50,000
THURGOOD MARSHALL COLLEGE FUND INC
901 F STREET NW STE 700WASHINGTONDC20004N/APCHEALTH CARE SCHOLARS UNITED PROGRAM$843,750
TOUCH4LIFE
6030 DAYBREAK CIRCLE STE A150 207CLARKSVILLEMD21029N/APCUNITED HEALTH FOUNDATION DONATION TO TOUCH4LIFE$20,000
UNITED NEGRO COLLEGE FUND INC
1805 7TH ST NWWASHINGTONDC20001N/APCHEALTH CARE SCHOLARS UNITED PROGRAM$687,250
UNIVERSITY OF NORTH CAROLINA
PO BOX 402420ATLANTAGA30384N/APCUNC SUPPORT OF AHR 2024 SCIENTIFIC ADVISORY COUNCIL$55,000
UNIVERSITY OF WISCONSIN
610 WALNUT STMADISONWI53726N/APCDONATION TO UNIVERSITY OF WISCONSIN MADISON FROM THE UNITED HEALTH FOUNDATION$1,000
VOLUNTEER FLORIDA FOUNDATION
1545 RAYMOND DIEHL RD STE 250TALLAHASSEEFL32308N/APCUNITED HEALTH FOUNDATION DONATION TO VOLUNTEER FLORIDA FOUNDATION TO SUPPORT HURRICANE MILTON RELIEF EFFORTS$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,277,287TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ONLINE GIVING FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line140 EAST MAIN STREET SUITE 887AddressLine1Txt
CityNEWARKCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19711ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCORPORATE MATCH FOR EMPLOYEE GIVING PROGRAMGrantOrContributionPurposeTxt
Amt$4,599,535Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,599,535TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$418,805ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$418,805ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$418,805TotalIncomeProducingActyAmt

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 Line11 HEALTH DRIVEAddressLine1Txt
CityEDEN PRAIRIECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55344ZIPCd
FieldValueIRS element (for citing)
Total Contributions$521,726TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT AND TAX PREPARATIONCategoryTxt
Amt$21,000Amt
Net Investment Income$550NetInvestmentIncomeAmt
Disbursements Charitable Prps$20,450DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL-CORPORATECategoryTxt
Legal Fees$12,413LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,413DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$356$0$356
OTHER MISCELLANEOUS EXPENSES$10,250$0$10,250
ADVERTISING$359,186$0$359,186
SPONSORSHIP FEE$50,000$0$50,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT SERVICES$4,506,905$0$3,977,233
INVESTMENT FEES$218$218$0