Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
UNITED HEALTH FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)MN008-W175 9900 BREN ROAD EAST   Room/suite
City or town, state, and ZIP code
MINNETONKA, MN55343
A Employer identification number

41-1941615
B Telephone number (see page 10 of the instructions)

(952) 936-1754
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$77,134,350J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,370,115
2 Check bullet
3 Interest on savings and temporary cash investments 5,748 5,748  
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,368,742 0 0
12 Total. Add lines 1 through 11........ 3,744,605 5,748 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 425,597 0 0 0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 28,642 0 0 88,091
b Accounting fees (attach schedule)....... Click to see attachment 18,342 0 0 18,342
c Other professional fees (attach schedule).... Click to see attachment 1,277,549 0 0 1,013,025
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 18,693 0 0 0
21 Travel, conferences, and meetings....... 102,612 0 0 102,235
22 Printing and publications.......... 20,386 0 0 11,472
23 Other expenses (attach schedule)....... Click to see attachment 298,715 2,829 0 768,302
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,190,536 2,829 0 2,001,467
25 Contributions, gifts, grants paid........ 11,090,051 8,899,394
26 Total expenses and disbursements. Add lines 24 and 25 13,280,587 2,829 0 10,900,861
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,535,982
b Net investment income (if negative, enter -0-) 2,919
c Adjusted net income (if negative, enter -0-)... 0
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 7,245,758 8,538,969 8,538,969
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet68,097,827
Less: allowance for doubtful accounts bullet   76,659,082 68,097,827 68,097,827
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment326,252 Click to see attachment497,554 Click to see attachment497,554
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 84,231,092 77,134,350 77,134,350
Liabilities 17 Accounts payable and accrued expenses.......... 1,323,985 619,525
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment3,686,107 Click to see attachment6,656,825
23 Total liabilities (add lines 17 through 22).......... 5,010,092 7,276,350
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 2,659,000 1,198,000
25 Temporarily restricted................ 76,562,000 68,660,000
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 79,221,000 69,858,000
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 84,231,092 77,134,350
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 79,221,000
2 Enter amount from Part I, line 27a...................... 2 -9,535,982
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 172,982
4 Add lines 1, 2, and 3.......................... 4 69,858,000
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 69,858,000
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 12,488,735 8,127,647 1.536574
2008 9,778,716 12,610,920 0.775417
2007 16,994,657 27,315,694 0.622157
2006 15,833,010 22,602,791 0.700489
2005 26,072,576 15,234,370 1.711431
2 Total of line 1, column (d) ...................... 2 5.346068
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 1.069214
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 6,289,532
5 Multiply line 4 by line 3....................... 5 6,724,856
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 29
7 Add lines 5 and 6......................... 7 6,724,885
8 Enter qualifying distributions from Part XII, line 4.............. 8 10,900,861
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 29
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 29
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 29
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 1,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 971
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet971 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMN
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.UNITEDHEALTHFOUNDATION.ORG
    14
    The books are in care ofbulletGRETCHEN KORF Telephone no.bullet (952) 936-1754
    Located atbulletMN008-W175 9900 BREN ROAD EASTMINNETONKAMN ZIP+4bullet55343
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
    No
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JAMES CAMPBELL CHAIRMAN
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    WILLIAM MUNSELL BOARD OF DIRECTORS
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    JEANNINE RIVET BOARD OF DIRECTORS
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    REED TUCKSON MD BOARD OF DIRECTORS
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    ANTHONY WELTERS BOARD OF DIRECTORS
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    KATE RUBIN PRESIDENT & EXECUTIVE DIRE
    20.00     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    ROBERT OBERRENDER TREASURER
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    KAREN ERICKSON ASSISTANT TREASURER
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    JEANETTE PFOTENHAUER SECRETARY
    10.00     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    DANNETTE SMITH ASSISTANT SECRETARY
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    FLEISHMAN HILLARD INC CONSULTING FOR AMERICA'S HEALTH RANKINGS 448,635
    4706 PAYSPHERE CIRCLE
    CHICAGO,IL60674
    ARUNDEL STREET CONSULTING INC CONSULTING FOR AMERICA'S HEALTH RANKINGS 349,087
    175 ARUNDEL STREET CONSULTING INC
    ST PAUL,MN55102
    ROCKFISH INTERACTIVE CONSULTING FOR AMERICA'S HEALTH RANKINGS 306,827
    701 HORSEBARD RD 200
    ROGERS,AR72758
    CONTEXT COMMUNICATION PROFESSIONAL SERVICES ASSOCIATED WITH THE FOUNDATION'S WEBSITE 111,554
    25 N 4TH STREET 402
    MINNEAPOLIS,MN55401
    ROBINSON LERER & MONTGOMERY LLC CAREGIVERS OF VETERANS (NATIONAL ALLIANCE FOR CAREGIVING) 93,172
    1345 AVE OF THE AMERICAS
    NEW YORK,NY10019
    Total number of others receiving over $50,000 for professional services.............bullet1
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 IMPROVED MEDICAL OUTCOMES: IMPROVING MEDICAL CARE QUALITY, OUTCOMES AND PERFORMANCE ASSESSMENT - IMPROVED, MORE EFFECTIVE MEDICAL TREATMENT AND CARE OFTEN RESTS ON THE SHOULDERS OF CREDIBLE SCIENTIFIC RESEARCH AND CLINICAL STUDIES, WHICH ULTIMATELY EXPAND OUR KNOWLEDGE OF HEALTH AND MEDICINE. THE FOUNDATION VALUES MEDICAL RESEARCH THAT LEADS TO SUCCESSFUL OUTCOMES. WE ARE COMMITTED TO RAISING AWARENESS NATIONALLY FOR PIONEERING RESEARCH AND SCIENTIFIC DEVELOPMENTS BY BRINGING IT TO THE ATTENTION OF KEY INFLUENCERS SUCH AS POLICYMAKERS, NEWS MEDIA AND OPINION LEADERS. 1,193,504
    2 COMMUNITY HEALTH CENTERS OF EXCELLENCE: EXPANDING ACCESS TO QUALITY HEALTH CARE -A MULTI-YEAR PARTNERSHIP WITH COMMUNITY HEALTH CENTERS IN SOME OF THE NATION'S MOST ECONOMICALLY-CHALLENGED COMMUNITIES - WASHINGTON D.C., SOUTH BRONX NEW YORK CITY, MIAMI AND NEW ORLEANS - HAS HELPED TRANSFORM THESE CLINICS INTO CENTERS OF EXCELLENCE. NOT ONLY ARE MORE PATIENTS RECEIVING CARE, BUT AN INDEPENDENT EVALUATION SHOWS THAT CARE IS EQUAL TO OR BETTER THAN CARE IN PRIVATE SETTINGS, DESPITE THE SPECIAL CHALLENGES FACED BY THESE CLINICS. 7,375,000
    3 DIVERSE 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. 1,181,690
    4 AMERICA'S HEALTH RANKINGS: PROMOTING & IMPROVING COMMUNITY HEALTH - 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 20 YEARS. IN 2010, THE REPORT WAS AGAIN DISTRIBUTED TO AND USED BY POLICYMAKERS, HEALTH PROFESSIONALS, INDIVIDUALS, COMMUNITY LEADERS, AND THE MEDIA. COST OF CREATING AND DISTRIBUTING THE 2010 21ST EDITION OF AMERICA'S HEALTH RANKINGS WAS $1,367,955. 1,367,955
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    6,385,312
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,385,312
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    6,385,312
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    95,780
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,289,532
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    314,477
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    314,477
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    29
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    29
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    314,448
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,368,742
    5
    Add lines 3 and 4.............................
    5
    1,683,190
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    1,683,190
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    10,900,861
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    10,900,861
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    29
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    10,900,832
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 1,683,190
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 25,321,613
    b From 2006....... 15,833,010
    c From 2007....... 15,657,954
    d From 2008....... 9,156,087
    e From 2009....... 12,083,055
    fTotal of lines 3a through e......... 78,051,719
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 10,900,861
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 1,683,190
    e Remaining amount distributed out of corpus 9,217,671
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 87,269,390
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		25,321,613
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		61,947,777
    10 Analysis of line 9:
    a Excess from 2006.... 15,833,010
    b Excess from 2007.... 15,657,954
    c Excess from 2008.... 9,156,087
    d Excess from 2009.... 12,083,055
    e Excess from 2010.... 9,217,671
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    UNITED HEALTH FOUNDATION
    9900 BREN ROAD EAST MN008-W395
    MINNETONKA,MN55343
    (952) 936-1754
    bThe form in which applications should be submitted and information and materials they should include:
    NOT APPLICABLE
    cAny submission deadlines:
    NOT APPLICABLE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE UNITED HEALTH FOUNDATION IS NOT EXPANDING THE NUMBER OF PROGRAMS & ORGANIZATIONS IT INTENDS TO SUPPORT BEYOND THOSE THAT ARE ALREADY IN PLACE OR IN DEVELOPMENT. AS A RESULT, THE UNITED HEALTH FOUNDATION IS NOT CURRENTLY ACCEPTING NEW REQUESTS.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALLIANCE FOR HEALTH REFORM
    1444 EYE STREET NORTHWEST ROOM 910
    WASHINGTON,DC20005     		  501C(3) SUPPORT CAPITAL HILL LUNCHEON BRIEFINGS TO BE HELD DURING JUL-SEPT 2010 60,000
    AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING
    2519 CONNECTICUT AVENUE NORTH WEST
    WASHINGTON,DC20008     		  501C(3) LAUNCH A NEW AND INNOVATIVE QUALITY INITIATIVE 50,000
    AMERICAN COLLEGE OF CARDIOLOGY FOUNDATION
    2400 N STREET NORTHWEST
    WASHINGTON,DC20037     		  501C(3) H2H INITIATIVE 20,000
    AMERICAN COLLEGE OF CARDIOLOGY FOUNDATION
    2400 N STREET NORTHWEST
    WASHINGTON,DC20037     		  501C(3) CARDIOLOGY PRACTICE IMPROVEMENT PATHWAY 40,000
    AMERICAN COLLEGE OF SPORTS MEDICINE
    401 WEST MICHIGAN STREET
    INDIANAPOLIS,IN46202     		  501C(3) EXERCISE IS MEDICINE HEALTH OUTCOMES RESEARCH PROJECT 60,000
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BOULEVARD
    DENVER,CO80221     		  501C(3) PARTNER IN THE AMERICAN INDIAN HEALTH SCHOLARS PROGRAM 50,000
    AMERICAN JOINT REPLACEMENT REGISTRY
    6300 NORTH RIVER ROAD
    ROSEMONT,IL60018     		  501C(3) OPERATING SUPPORT 50,000
    AMERICAN MEDICAL ASSOCIATION
    515 NORTH STATE STREET
    CHICAGO,IL60610     		  501C(6) CONVENED PHYSICIAN CONSORTIUM FOR PERFORMANCE IMPROVEMENT MEETING 60,000
    ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND
    1900 L STREET NORTHWEST SUITE 210
    WASHINGTON,DC20036     		  501C(3) PARTNER IN THE ASIAN HEALTH SCHOLARS PROGRAM 175,000
    ASSOCIATION OF BLACK CARDIOLOGISTS INC
    5355 HUNTER ROAD
    ATLANTA,GA30349     		  501C(3) 2020: SAVING THE HEARTS OF A DIVERSE AMERICA CAMPAIGN 5,000
    ASSOCIATION OF MINORITY HEALTH PROFESSIONS SCHOOLS INC
    1190 WEST DRUID HILL DRIVE SUITE
    T-50
    ATLANTA,GA30329     		  501C(3) 25TH ANNUAL SYMPOSIUM ON CAREER OPPORTUNITIES IN BIOMEDICAL SCIENCES 50,000
    AT STILL UNIVERSITY OF HEALTH SCIENCES
    5850 EAST STILL CIRCLE
    MESA,AZ85206     		  501C(3) CONNECT THE DOCS GRADUATE LEADERSHIP PROGRAM 50,000
    AUXILIARY TO THE NATIONAL MEDICAL ASSOCIATION INC
    8403 COLESVILLE ROAD SUITE 920
    SILVER SPRING,MD20901     		  501C(3) DR. JESSE B. BARBER, JR. UNITED HEALTH FOUNDATION DIVERSE SCHOLARSHIP 20,000
    BOY SCOUTS OF AMERICA NATIONAL COUNCIL
    1325 WEST WALNUT HILL LANE
    IRVING,CA75015     		  501C(3) SCHOLARSHIPS 28,000
    CALIFORNIA HISPANIC CHAMBER OF COMMERCE FOUNDATION
    770 L STREET SUITE 900
    SACRAMENTO,CA95814     		  501C(3) PARTNER IN THE LATINO HEALTH SCHOLARS PROGRAM 35,000
    CALIFORNIA MEDICAL ASSOCIATION FOUNDATION
    3835 NORTH FREEWAY BOULEVARD SUITE
    100
    SACRAMENTO,CA95834     		  501C(3) NETWORK OF ETHNIC PHYSICIAN ORGANIZATION AND THE AMSA PRE-MEDICAL CONF. 10,000
    CAMPAIGN FOR TOBACCO-FREE KIDS
    1400 EYE STREET NORTHWEST SUITE
    1200
    WASHINGTON,DC20005     		  501C(3) 14TH ANNUAL YOUTH ADVOCATE OF THE YEAR AWARDS GALA 5,000
    CENTER FOR MEDICAL TECHNOLOGY POLICY
    400 EAST PRATT STREET SUITE 812
    BALTIMORE,MD21202     		  501C(3) EFFECTIVENESS GUIDANCE DOCUMENTS 75,000
    COLUMBIA UNIVERSITY SCHOOL OF NURSING
    630 WEST 168TH STREET MAIL CODE 6
    NEW YORK,NY10032     		  501C(3) ENDOW PROFESSORSHIP IN HONOR OF DEAN MARY O'NEIL MUNDINGER 48,000
    COMMON THREADS
    500 NORTH DEARBORN SUITE 530
    CHICAGO,IL60654     		  501C(3) COOKING SKILLS AND WORLD CUISINE SESSIONS 32,000
    COMMUNITY COALITIONS HEALTH INSTITUTE
    1015 18TH STREET NORTHWEST SUITE
    730
    WASHINGTON,DC20036     		  501C(3) COMMUNITY HEALTH PARTNERSHIPS SEED GRANT PROGRAM 100,000
    COMMUNITY COALITIONS HEALTH INSTITUTE
    1015 18TH STREET NORTHWEST SUITE
    730
    WASHINGTON,DC20036     		  501C(3) POPULATION HEALTH SUMMITS 230,229
    CONGRESSIONAL BLACK CAUCUS FOUNDATION INC
    1720 MASSACHUSETTS AVENUE NORTHWEST
    WASHINGTON,DC20036     		  501C(3) AFRICAN AMERICAN HEALTH SCHOLARS PROGRAM 100,000
    CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC
    911 2ND STREET NORTHEAST
    WASHINGTON,DC20002     		  501C(3) LATINO HEALTH SCHOLARS 100,000
    COUNCIL OF MEDICAL SPECIALTY SOCIETIES
    230 EAST OHIO STREET SUITE 400
    CHICAGO,IL60611     		  501C(3) SPECIAL EDUCATION SESSIONS 20,000
    DARTMOUTH COLLEGE
    37 DEWEY FIELD ROAD
    HANOVER,NH03755     		  501C(3) DARTMOUTH ATLAS PROJECT 250,000
    DAUGHTERS OF CHARITY SERVICE OF NEW ORLEANS
    PO BOX 4148
    NEW ORLEANS,LA70178     		  501C(3) CENTERS OF EXCELLENCE 275,000
    DAUGHTERS OF CHARITY SERVICE OF NEW ORLEANS
    PO BOX 4148
    NEW ORLEANS,LA70178     		  501C(3) CENTERS OF EXCELLENCE 275,000
    DISTANCE LEARNING CENTER INC
    1324 WEST CLEARFIELD STREET
    PHILADELPHIA,PA19132     		  501C(3) STEMPREP PROJECT 50,000
    FAMILIES USA FOUNDATION INC
    1201 NEW YORK AVENUE NORTHWEST
    SUITE 1100
    WASHINGTON,DC20005     		  501C(3) BUSINESS PLAN DEVELOPMENT FOR ENROLL AMERICA 50,000
    FORT WORTH HISPANIC CHAMBER OF COMMERCE INC
    1327 NORTH MAIN STREET
    FORTH WORTH,TX76106     		  501C(3) LATINO HEALTH SCHOLARS PROGRAM 10,000
    FOUNDATION OF THE AMERICAN ASSOCIATION OF MEDICAL SOCIETY
    555 EAST WELLS STREET SUITE 1100
    MILWAUKEE,WI53202     		  501C(3) 2010 ANNUAL CONFERENCE 40,000
    GEORGE WASHINGTON UNIVERSITY
    44983 KNOLL SQUARE 251
    ASHBUM,VA20147     		  501C(3) EVALUATE THE PERFORMANCE OF COMMUNITY-BASED HEALTH CENTERS 37,500
    GEORGE WASHINGTON UNIVERSITY
    44983 KNOLL SQUARE 251
    ASHBUM,VA20147     		  501C(3) EVALUATE THE PERFORMANCE OF COMMUNITY-BASED HEALTH CENTERS 37,500
    GRANTMAKERS IN HEALTH
    1100 CONNECTICUT AVENUE NORTHWEST
    SUITE 1200
    WASHINGTON,DC20036     		  501C(3) 2010 FUNDING PARTNER 6,500
    HISPANIC ASSOCIATION OF COLLEGES AND UNIVERSITIES
    8415 DATAPOINT DRIVE SUITE 400
    SAN ANTONIO,TX78229     		  501C(3) LATINO HEALTH SCHOLARS 50,000
    HISPANIC BUSINESS COLLEGE FUND INC
    1300 L STREET SUITE 975
    WASHINGTON,DC20005     		  501C(3) LATINO HEALTH SCHOLARS 50,000
    HISPANIC SCHOLARSHIP FUND
    55 SECOND STREET SUITE 1500
    SAN FRANCISCO,CA94105     		  501C(3) LATINO HEALTH SCHOLARS 50,000
    HISPANIC WOMEN'S NETWORK OF TEXAS
    PO BOX 327
    AUSTIN,TX78767     		  501C(3) LATINO HEALTH SCHOLARS 30,000
    INSTITUTE OF MEDICINE
    500 FIFTH STREET NORTHWEST ROOM 828
    WASHINGTON,DC20001     		  501C(3) ROUNDTABLE ON VALUE & SCIENCE-DRIVEN HEALTH CARE 75,000
    JACKIE ROBINSON FOUNDATION INC
    550 SOUTH HOPE STREET SUITE 2300
    LOS ANGELES,CA90071     		  501C(3) AFRICAN AMERICAN HEALTH SCHOLARS PROGRAM 60,000
    JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES
    1090 VERMONT AVENUE NORTHWEST SUITE
    1100
    WASHINGTON,DC20005     		  501C(3) TO DEEPEN CURRENT RESEARCH, POLICY AND COLLABORATIVE ACTIVITIES 95,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVENUE NORTHEAST
    49-3142
    CAMBRIDGE,MA02139     		  501C(3) UNITED STAKEHOLDER'S MEETING 24,704
    MEDICAL SOCIETY OF NEW JERSEY
    2 PRINCESS ROAD
    LAWRENCEVILLE,NJ08648     		  501C(6) ANNUAL MEETING 10,000
    NATIONAL ALLIANCE FOR CAREGIVING
    4720 MONTGOMERY LANE 5TH FLOOR
    BETHESDA,MD20814     		  501C(3) STUDY OF THE FAMILY CAREGIVERS OF VETERANS 269,000
    NATIONAL ASSOCIATION OF HISPANIC NURSES
    1455 PENNSYLVANIA AVENUE NORTHWEST
    SUITE 400
    WASHINGTON,DC20004     		  501C(3) LATINO HEALTH SCHOLARS 40,000
    NATIONAL BLACK NURSES ASSOCIATION INC
    8630 FENTON STREET SUITE 330
    SILVER SPRING,MD20910     		  501C(3) AFRICAN AMERICAN HEALTH SCHOLARS PROGRAM 40,000
    NATIONAL HISPANIC HEALTH FOUNDATION
    1411 K STREET NORTHWEST SUITE 1100
    WASHINGTON,DC20005     		  501C(3) BOARD DEVELOPMENT 10,000
    NATIONAL HISPANIC HEALTH FOUNDATION
    1411 K STREET NORTHWEST SUITE 1100
    WASHINGTON,DC20005     		  501C(3) LATINO HEALTH SCHOLARS 100,000
    NATIONAL MEDICAL FELLOWSHIPS INC
    347 FIFTH AVENUE SUITE 510
    NEW YORK,NY10016     		  501C(3) PARTNER IN THE FOUNDATION'S DIVERSE SCHOLARS INITIATIVE 50,000
    NCCN FOUNDATION
    275 COMMERCE DRIVE SUITE 300
    FORT WASHINGTON,PA19034     		  501C(3) TRANSLATE THE PROFESSIONAL NCCN GUIDELINES INTO PATIENT GUIDELINES 25,000
    PATIENT ADVOCATE FOUNDATION
    700 THIMBLE SHOALS BOULEVARD SUITE
    200
    NEWPORT NEWS,VA23606     		  501C(3) SCHOLARSHIPS FOR SURVIVORS PROGRAM 3,000
    RAND CORPORATION
    1776 MAIN STREET
    SANTA MONICA,CA90407     		  501C(3) COMPARE INITIATIVE 499,747
    RAND CORPORATION
    1776 MAIN STREET
    SANTA MONICA,CA90407     		  501C(3) ASSIST AFRICAN FIRST LADIES WITH ORGANIZATIONAL STRATEGIES 10,000
    RESEARCHAMERICA
    1101 KING STREET SUITE 520
    ALEXANDRIA,VA22314     		  501C(3) AMERICA SPEAKS-POLL DATA SUMMARY VOLUME 11 AND THE THOUGHT LEADERS ASSEMBLY 85,000
    SOCIETY OF GENERAL INTERNAL MEDICINE
    2501 M STREET NORTHWEST SUITE 575
    WASHINGTON,DC20037     		  501C(3) PATIENT CENTERED MEDICAL HOME EDUCATION SUMMIT 15,000
    SOUTH FLORIDA HISPANIC CHAMBER OF COMMERCE FOUNDATION INC
    333 ARTHUR GODFREY ROAD SUITE 410
    MIAMI BEACH,FL33140     		  501C(3) LATINO HEALTH SCHOLARS 35,000
    TAVIS SMILEY FOUNDATION
    4434 CRENSHAW BOULEVARD
    LOS ANGELES,CA90043     		  501C(3) POWER TO END STROKE SCHOLARSHIPS 5,000
    TAVIS SMILEY FOUNDATION
    4434 CRENSHAW BOULEVARD
    LOS ANGELES,CA90043     		  501C(3) AFRICAN AMERICAN HEALTH SCHOLARS PROGRAM 25,000
    THE ARNOLD P GOLD FOUNDATION
    619 PALISADE AVENUE
    ENGLEWOOD CLIFFS,NJ07632     		  501C(3) STUDENT CLINICIAN'S CEREMONIES 75,000
    THE CARTER CENTER INC
    ONE COPENHILL 453 FREEDOM PARKWAY
    ATLANTA,GA30307     		  501C(3) HEALTH EDUCATION SUMMIT 61,709
    THE CHILDREN'S HEALTH FUND
    215 WEST 125TH STREET SUITE 301
    NEW YORK,NY10027     		  501C(3) CENTERS OF EXCELLENCE 250,000
    THE CHILDREN'S HEALTH FUND
    215 WEST 125TH STREET SUITE 301
    NEW YORK,NY10027     		  501C(3) CENTERS OF EXCELLENCE 250,000
    THE CHILDREN'S HEALTH FUND
    215 WEST 125TH STREET SUITE 301
    NEW YORK,NY10027     		  501C(3) CENTERS OF EXCELLENCE 250,000
    THE CHILDREN'S HEALTH FUND
    215 WEST 125TH STREET SUITE 301
    NEW YORK,NY10027     		  501C(3) CENTERS OF EXCELLENCE 250,000
    THE CHILDREN'S HEALTH FUND
    215 WEST 125TH STREET SUITE 301
    NEW YORK,NY10027     		  501C(3) CENTERS OF EXCELLENCE 250,000
    THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
    2450 HOLCOMBE BOULEVARD SUITE 1
    HOUSTON,TX77021     		  PUBLIC AGENCY/GOVT. SUPPORT 2,500
    THURGOOD MARSHALL COLLEGE FUND INC
    80 MAIDEN LANE SUITE 2204
    NEW YORK,NY10038     		  501C(3) AFRICAN AMERICAN HEALTH SCHOLARS PROGRAM 50,000
    UNITED NEGRO COLLEGE FUND
    1201 MARQUETTE AVENUE SUITE 300
    MINNEAPOLIS,MN55403     		  501C(3) AFRICAN AMERICAN HEALTH SCHOLARS PROGRAM 100,000
    UNITY HEALTH CARE INC
    1220 12TH STREET SOUTHEAST SUITE
    120
    WASHINGTON,DC20003     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNITY HEALTH CARE INC
    1220 12TH STREET SOUTHEAST SUITE
    120
    WASHINGTON,DC20003     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNITY HEALTH CARE INC
    1220 12TH STREET SOUTHEAST SUITE
    120
    WASHINGTON,DC20003     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNITY HEALTH CARE INC
    1220 12TH STREET SOUTHEAST SUITE
    120
    WASHINGTON,DC20003     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNITY HEALTH CARE INC
    1220 12TH STREET SOUTHEAST SUITE
    120
    WASHINGTON,DC20003     		  501C(3) 25TH ANNIVERSARY BENEFIT GALA 10,000
    UNITY HEALTH CARE INC
    1220 12TH STREET SOUTHEAST SUITE
    120
    WASHINGTON,DC20003     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNIVERSITY OF MIAMI
    PO BOX 248106
    CORAL GABLES,FL33124     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNIVERSITY OF MIAMI
    PO BOX 248106
    CORAL GABLES,FL33124     		  501C(3) CENTERS OF EXCELLENCE 500,000
    UNIVERSITY OF MIAMI
    PO BOX 248106
    CORAL GABLES,FL33124     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNIVERSITY OF MIAMI
    PO BOX 248106
    CORAL GABLES,FL33124     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNIVERSITY OF MIAMI
    PO BOX 248106
    CORAL GABLES,FL33124     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNIVERSITY OF MIAMI
    PO BOX 248106
    CORAL GABLES,FL33124     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    104 AIRPORT DRIVE SUITE 2200 CB
    1350
    CHAPEL HILL,NC27599     		  501C(3) WORK RELATED TO AMERICA'S HEALTH RANKINGS 24,815
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    104 AIRPORT DRIVE SUITE 2200 CB
    1350
    CHAPEL HILL,NC27599     		  501C(3) WORK RELATED TO AMERICA'S HEALTH RANKINGS 64,190
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		  501C(3) HOSPITAL STRATEGIES FOR IMPROVING OUTCOME PERFORMANCE 100,000
    Total .................................bullet 3a 8,899,394
    bApproved for future payment
    ASSOCIATION OF BLACK CARDIOLOGISTS INC
    5355 HUNTER ROAD
    ATLANTA,GA30349     		  501C(3) 2020: SAVING THE HEARTS OF A DIVERSE AMERICA CAMPAIGN 5,000
    BOY SCOUTS OF AMERICA NATIONAL COUNCIL
    1325 WEST WALNUT HILL LANE
    IRVING,CA75015     		  501C(3) SCHOLARSHIPS 28,000
    COMMUNITY COALITIONS HEALTH INSTITUTE
    1015 18TH STREET NORTHWEST SUITE
    730
    WASHINGTON,DC20036     		  501C(3) POPULATION HEALTH SUMMITS 230,229
    COMMUNITY PARTNERS
    1000 NORTH ALAMEDA STREET SUITE 240
    LOS ANGELES,CA90012     		  501C(3) SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS (SAFSF) FUNDERS MEETING 5,000
    DAUGHTERS OF CHARITY SERVICE OF NEW ORLEANS
    PO BOX 4148
    NEW ORLEANS,LA70178     		  501C(3) CENTERS OF EXCELLENCE 2,750,000
    GEORGE WASHINGTON UNIVERSITY
    44983 KNOLL SQUARE 251
    ASHBUM,VA20147     		  501C(3) EVALUATE THE PERFORMANCE OF COMMUNITY-BASED HEALTH CENTERS 37,500
    HOWARD UNIVERSITY COMMUNITY DENTAL PROJECT
    600 WEST STREET NORTHWEST
    WASHINGTON,DC20059     		  501C(3) COMMUNITY DENTAL HEALTH PROGRAM 150,000
    JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES
    1090 VERMONT AVENUE NORTHWEST SUITE
    1100
    WASHINGTON,DC20005     		  501C(3) TO DEEPEN CURRENT RESEARCH, POLICY AND COLLABORATIVE ACTIVITIES 95,000
    NATIONAL ASSOCIATION OF SCHOOL NURSES INC
    8484 GEORGIA AVENUE SUITE 420
    SILVER SPRING,MD20910     		  501C(3) SCHOOL NURSE CHILDHOOD OBESITY PREVENTION EDUCATION (S.C.O.P.E.) PROGRAM 385,906
    PATIENT ADVOCATE FOUNDATION
    700 THIMBLE SHOALS BOULEVARD SUITE
    200
    NEWPORT NEWS,VA23606     		  501C(3) SCHOLARSHIPS FOR SURVIVORS PROGRAM 6,000
    THE ARNOLD P GOLD FOUNDATION
    619 PALISADE AVENUE
    ENGLEWOOD CLIFFS,NJ07632     		  501C(3) STUDENT CLINICIAN'S CEREMONIES 150,000
    THE CHILDREN'S HEALTH FUND
    215 WEST 125TH STREET SUITE 301
    NEW YORK,NY10027     		  501C(3) CENTERS OF EXCELLENCE 750,000
    THE CHILDREN'S HEALTH FUND
    215 WEST 125TH STREET SUITE 301
    NEW YORK,NY10027     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNITY HEALTH CARE INC
    1220 12TH STREET SOUTHEAST SUITE
    120
    WASHINGTON,DC20003     		  501C(3) CENTERS OF EXCELLENCE 750,000
    UNITY HEALTH CARE INC
    1220 12TH STREET SOUTHEAST SUITE
    120
    WASHINGTON,DC20003     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNIVERSITY OF MIAMI
    PO BOX 248106
    CORAL GABLES,FL33124     		  501C(3) CENTERS OF EXCELLENCE 250,000
    UNIVERSITY OF MIAMI
    PO BOX 248106
    CORAL GABLES,FL33124     		  501C(3) CENTERS OF EXCELLENCE 500,000
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    104 AIRPORT DRIVE SUITE 2200 CB
    1350
    CHAPEL HILL,NC27599     		  501C(3) WORK RELATED TO AMERICA'S HEALTH RANKINGS 64,190
    Total ..................................bullet 3b 6,656,825
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 5,748  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory          
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aGRANT PAYMENT RECOVERIES         1,368,742
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 5,748 1,368,742
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,374,490
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    11A REPAYMENT OF GRANTS THAT WERE PAID OUT IN PRIOR YEARS
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    UNITED HEALTH FOUNDATION
     
    Employer identification number

    41-1941615
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    UNITED HEALTH FOUNDATION
          		Employer identification number

    41-1941615
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
    UNITEDHEALTH GROUP
     

         
    9900 BREN ROAD EAST
       
    MINNETONKA, MN   55343

    		$1,925,825




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    2
    UNITEDHEALTH GROUP
     

         
    9900 BREN ROAD EAST
       
    MINNETONKA, MN   55343

    		$444,290




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    UNITED HEALTH FOUNDATION
          		Employer identification number

    41-1941615
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    UNITED HEALTH FOUNDATION
          		Employer identification number

    41-1941615
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN: 41-1941615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT 18,342 0 0 18,342

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 ExpenditureResponsibilityStmt
    Name:
    UNITED HEALTH FOUNDATION
    EIN: 41-1941615
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    AMERICAN MEDICAL ASSOCIATION (AMA)
          		515 NORTH STATE STREET
    CHICAGO,IL60654     		2010-07-29 60,000 CONVENE PHYSICIAN CONSORTIUM FOR PERFORMANCE IMPROVEMENT MEETING. A REPORT ON THE AMOUNT EXPENDED IS EXPECTED TO BE SUBMITTED TO THE GRANTOR ON DECEMBER 31,2011. 0 NONE DECEMBER 31, 2011    
    MEDICAL SOCIETY OF NEW JERSEY
          		2 PRINCESS ROAD
    LAWRENCEVILLE,NJ08648     		2010-05-17 10,000 CONVENE ANNUAL MEETING. A REPORT ON THE AMOUNT EXPENDED IS EXPECTED TO BE SUBMITTED TO THE GRANTOR ON JUNE 17,2011. 0 NONE JUNE 17, 2011    

    TY 2010 LegalFeesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN: 41-1941615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL-CORPORATE 28,642 0 0 88,091


    TY 2010 OtherAssetsSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN: 41-1941615
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 326,252 497,554 497,554


    TY 2010 OtherExpensesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN: 41-1941615
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE CHARGE REFUND -15,474 0 0 -12,911
    BUSINESS EXCISE TAX REFUND -20,727 0 0 0
    OFFICE EXPENSES 9,784 0 0 7,128
    ADVERTISING 5,000 0 0 5,000
    DUES & MEMBERSHIPS 964 0 0 964
    EDUCATIONAL INFORMATION 250,042 0 0 701,824
    INVESTMENT FEE 2,829 2,829 0 0
    OUTSIDE SERVICES 66,297 0 0 66,297


    TY 2010 OtherIncomeSchedule2
    Name:
    UNITED HEALTH FOUNDATION
    EIN: 41-1941615
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GRANT PAYMENT RECOVERIES 1,368,742   1,368,742


    TY 2010 OtherIncreasesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN: 41-1941615
    Description Amount
    CHANGE IN BENEFICIAL INTEREST 171,302
    OTHER ADJUSTMENTS 1,680


    TY 2010 OtherLiabilitiesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN: 41-1941615
    Description Beginning of Year - Book Value End of Year - Book Value
    GRANTS PAYABLE 3,686,107 6,656,825


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN: 41-1941615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 1,277,549 0 0 1,013,025